Civic Intelligence

Functional Software Inc.

Plan context: Sentry 401(K) Plan

EIN 47-4554430 • San Francisco, CA • 15 filings • 5 plans

45 Fremont Street8th FloorSan Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

230

2024 Assets

$19,020,377

2024 Contributions

$5,505,654

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$19,020,377$9,510,189$0201620202024YearValue
$19,020,377Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2321160201620202024YearValue
230Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242230$19,020,377$5,505,654$23,938iApproximate average salary by contribution assumption: employee only about $598,441 at 4% or $398,960 at 6%; with 50% employer match about $398,960 at 4% or $265,974 at 6%; with 100% employer match about $299,220 at 4% or $199,480 at 6%.
Sentry 401(K) Plan-230$19,020,377$5,505,654$23,938iApproximate average salary by contribution assumption: employee only about $598,441 at 4% or $398,960 at 6%; with 50% employer match about $398,960 at 4% or $265,974 at 6%; with 100% employer match about $299,220 at 4% or $199,480 at 6%.
Functional Software Inc DBA Sentry Health and Welfare Plan-230---
20232232$13,191,610$5,197,268$22,402iApproximate average salary by contribution assumption: employee only about $560,050 at 4% or $373,367 at 6%; with 50% employer match about $373,367 at 4% or $248,911 at 6%; with 100% employer match about $280,025 at 4% or $186,683 at 6%.
Sentry 401(K) Plan-232$13,191,610$5,197,268$22,402iApproximate average salary by contribution assumption: employee only about $560,050 at 4% or $373,367 at 6%; with 50% employer match about $373,367 at 4% or $248,911 at 6%; with 100% employer match about $280,025 at 4% or $186,683 at 6%.
Functional Software Inc DBA Sentry Health and Welfare Plan-229---
20222229$6,776,924$2,854,019$12,463iApproximate average salary by contribution assumption: employee only about $311,574 at 4% or $207,716 at 6%; with 50% employer match about $207,716 at 4% or $138,477 at 6%; with 100% employer match about $155,787 at 4% or $103,858 at 6%.
Sentry 401(K) Plan-228$6,776,924$2,854,019$12,518iApproximate average salary by contribution assumption: employee only about $312,941 at 4% or $208,627 at 6%; with 50% employer match about $208,627 at 4% or $139,085 at 6%; with 100% employer match about $156,470 at 4% or $104,314 at 6%.
Functional Software Inc DBA Sentry Health and Welfare Plan-229---
20214161$6,140,458$1,627,172$10,107iApproximate average salary by contribution assumption: employee only about $252,666 at 4% or $168,444 at 6%; with 50% employer match about $168,444 at 4% or $112,296 at 6%; with 100% employer match about $126,333 at 4% or $84,222 at 6%.
Sentry 401(K) Plan-138$6,140,458$1,627,172$11,791iApproximate average salary by contribution assumption: employee only about $294,778 at 4% or $196,518 at 6%; with 50% employer match about $196,518 at 4% or $131,012 at 6%; with 100% employer match about $147,389 at 4% or $98,259 at 6%.
FUNCTIONAL SOFTWARE INC DENTAL AND VISION PLAN-0---
FUNCTIONAL SOFTWARE LIFE/AD&D & DISABILITY PLANS-0---
Functional Software Inc DBA Sentry Health and Welfare Plan-161---
20201118$3,956,902$1,678,635$14,226iApproximate average salary by contribution assumption: employee only about $355,643 at 4% or $237,095 at 6%; with 50% employer match about $237,095 at 4% or $158,064 at 6%; with 100% employer match about $177,822 at 4% or $118,548 at 6%.
Sentry 401(K) Plan-118$3,956,902$1,678,635$14,226iApproximate average salary by contribution assumption: employee only about $355,643 at 4% or $237,095 at 6%; with 50% employer match about $237,095 at 4% or $158,064 at 6%; with 100% employer match about $177,822 at 4% or $118,548 at 6%.
2019190$2,232,941$1,095,065$12,167iApproximate average salary by contribution assumption: employee only about $304,185 at 4% or $202,790 at 6%; with 50% employer match about $202,790 at 4% or $135,193 at 6%; with 100% employer match about $152,092 at 4% or $101,395 at 6%.
Sentry 401(K) Plan-90$2,232,941$1,095,065$12,167iApproximate average salary by contribution assumption: employee only about $304,185 at 4% or $202,790 at 6%; with 50% employer match about $202,790 at 4% or $135,193 at 6%; with 100% employer match about $152,092 at 4% or $101,395 at 6%.
2018164$1,008,738$728,320$11,380iApproximate average salary by contribution assumption: employee only about $284,500 at 4% or $189,667 at 6%; with 50% employer match about $189,667 at 4% or $126,444 at 6%; with 100% employer match about $142,250 at 4% or $94,833 at 6%.
Sentry 401(K) Plan-64$1,008,738$728,320$11,380iApproximate average salary by contribution assumption: employee only about $284,500 at 4% or $189,667 at 6%; with 50% employer match about $189,667 at 4% or $126,444 at 6%; with 100% employer match about $142,250 at 4% or $94,833 at 6%.
2017142$493,536$396,418$9,439iApproximate average salary by contribution assumption: employee only about $235,963 at 4% or $157,309 at 6%; with 50% employer match about $157,309 at 4% or $104,872 at 6%; with 100% employer match about $117,982 at 4% or $78,654 at 6%.
Sentry 401(K) Plan-42$493,536$396,418$9,439iApproximate average salary by contribution assumption: employee only about $235,963 at 4% or $157,309 at 6%; with 50% employer match about $157,309 at 4% or $104,872 at 6%; with 100% employer match about $117,982 at 4% or $78,654 at 6%.
2016114$56,451$55,857$3,990iApproximate average salary by contribution assumption: employee only about $99,745 at 4% or $66,496 at 6%; with 50% employer match about $66,496 at 4% or $44,331 at 6%; with 100% employer match about $49,872 at 4% or $33,248 at 6%.
Sentry 401(K) Plan-14$56,451$55,857$3,990iApproximate average salary by contribution assumption: employee only about $99,745 at 4% or $66,496 at 6%; with 50% employer match about $66,496 at 4% or $44,331 at 6%; with 100% employer match about $49,872 at 4% or $33,248 at 6%.