CASEY SANFORD, LLC
Plan context: CASEY SANFORD, LLC 401(K) PROFIT SHARING PLAN AND TRUST
EIN 47-3668546 • Warrenton, VA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$416,420
2025 Contributions
$92,336
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $416,420 | $92,336 | $23,084iApproximate average salary by contribution assumption: employee only about $577,100 at 4% or $384,733 at 6%; with 50% employer match about $384,733 at 4% or $256,489 at 6%; with 100% employer match about $288,550 at 4% or $192,367 at 6%. |
| CASEY SANFORD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $416,420 | $92,336 | $23,084iApproximate average salary by contribution assumption: employee only about $577,100 at 4% or $384,733 at 6%; with 50% employer match about $384,733 at 4% or $256,489 at 6%; with 100% employer match about $288,550 at 4% or $192,367 at 6%. |
| 2024 | 1 | 4 | $270,519 | $67,648 | $16,912iApproximate average salary by contribution assumption: employee only about $422,800 at 4% or $281,867 at 6%; with 50% employer match about $281,867 at 4% or $187,911 at 6%; with 100% employer match about $211,400 at 4% or $140,933 at 6%. |
| CASEY SANFORD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $270,519 | $67,648 | $16,912iApproximate average salary by contribution assumption: employee only about $422,800 at 4% or $281,867 at 6%; with 50% employer match about $281,867 at 4% or $187,911 at 6%; with 100% employer match about $211,400 at 4% or $140,933 at 6%. |
| 2023 | 1 | 4 | $171,172 | $82,082 | $20,521iApproximate average salary by contribution assumption: employee only about $513,013 at 4% or $342,008 at 6%; with 50% employer match about $342,008 at 4% or $228,006 at 6%; with 100% employer match about $256,506 at 4% or $171,004 at 6%. |
| CASEY SANFORD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | - | 4 | $171,172 | $82,082 | $20,521iApproximate average salary by contribution assumption: employee only about $513,013 at 4% or $342,008 at 6%; with 50% employer match about $342,008 at 4% or $228,006 at 6%; with 100% employer match about $256,506 at 4% or $171,004 at 6%. |
| 2022 | 1 | 2 | $68,563 | $45,852 | $22,926iApproximate average salary by contribution assumption: employee only about $573,150 at 4% or $382,100 at 6%; with 50% employer match about $382,100 at 4% or $254,733 at 6%; with 100% employer match about $286,575 at 4% or $191,050 at 6%. |
| CASEY SANFORD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | - | 2 | $68,563 | $45,852 | $22,926iApproximate average salary by contribution assumption: employee only about $573,150 at 4% or $382,100 at 6%; with 50% employer match about $382,100 at 4% or $254,733 at 6%; with 100% employer match about $286,575 at 4% or $191,050 at 6%. |
| 2021 | 1 | 3 | $37,469 | $37,112 | $12,371iApproximate average salary by contribution assumption: employee only about $309,267 at 4% or $206,178 at 6%; with 50% employer match about $206,178 at 4% or $137,452 at 6%; with 100% employer match about $154,633 at 4% or $103,089 at 6%. |
| CASEY SANFORD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | - | 3 | $37,469 | $37,112 | $12,371iApproximate average salary by contribution assumption: employee only about $309,267 at 4% or $206,178 at 6%; with 50% employer match about $206,178 at 4% or $137,452 at 6%; with 100% employer match about $154,633 at 4% or $103,089 at 6%. |