Civic Intelligence

Sandys and Company

Plan context: Sandys & Company 401(K) Plan & Trust

EIN 47-5015963 • Carmel, CA • 9 filings • 1 plans

3855 Via Nona Marie, Suite 100Carmel, CA 93923
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,384,622

2024 Contributions

$155,400

Historical Graphs

Total Assets Over Time

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

$1,384,622$692,311$0201620202024YearValue
$1,384,622Latest year 2024

Participants Over Time

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

630201620202024YearValue
5Latest 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
202415$1,384,622$155,400$31,080iApproximate average salary by contribution assumption: employee only about $777,000 at 4% or $518,000 at 6%; with 50% employer match about $518,000 at 4% or $345,333 at 6%; with 100% employer match about $388,500 at 4% or $259,000 at 6%.
Sandys & Company 401(K) Plan & Trust-5$1,384,622$155,400$31,080iApproximate average salary by contribution assumption: employee only about $777,000 at 4% or $518,000 at 6%; with 50% employer match about $518,000 at 4% or $345,333 at 6%; with 100% employer match about $388,500 at 4% or $259,000 at 6%.
202315$1,065,757$144,723$28,945iApproximate average salary by contribution assumption: employee only about $723,615 at 4% or $482,410 at 6%; with 50% employer match about $482,410 at 4% or $321,607 at 6%; with 100% employer match about $361,808 at 4% or $241,205 at 6%.
Sandys & Company 401(K) Plan & Trust-5$1,065,757$144,723$28,945iApproximate average salary by contribution assumption: employee only about $723,615 at 4% or $482,410 at 6%; with 50% employer match about $482,410 at 4% or $321,607 at 6%; with 100% employer match about $361,808 at 4% or $241,205 at 6%.
202216$772,675$106,917$17,820iApproximate average salary by contribution assumption: employee only about $445,488 at 4% or $296,992 at 6%; with 50% employer match about $296,992 at 4% or $197,994 at 6%; with 100% employer match about $222,744 at 4% or $148,496 at 6%.
Sandys & Company 401(K) Plan & Trust-6$772,675$106,917$17,820iApproximate average salary by contribution assumption: employee only about $445,488 at 4% or $296,992 at 6%; with 50% employer match about $296,992 at 4% or $197,994 at 6%; with 100% employer match about $222,744 at 4% or $148,496 at 6%.
202115$799,059$94,885$18,977iApproximate average salary by contribution assumption: employee only about $474,425 at 4% or $316,283 at 6%; with 50% employer match about $316,283 at 4% or $210,856 at 6%; with 100% employer match about $237,213 at 4% or $158,142 at 6%.
Sandys & Company 401(K) Plan & Trust-5$799,059$94,885$18,977iApproximate average salary by contribution assumption: employee only about $474,425 at 4% or $316,283 at 6%; with 50% employer match about $316,283 at 4% or $210,856 at 6%; with 100% employer match about $237,213 at 4% or $158,142 at 6%.
202015$626,011$96,842$19,368iApproximate average salary by contribution assumption: employee only about $484,210 at 4% or $322,807 at 6%; with 50% employer match about $322,807 at 4% or $215,204 at 6%; with 100% employer match about $242,105 at 4% or $161,403 at 6%.
Sandys & Company 401(K) Plan & Trust-5$626,011$96,842$19,368iApproximate average salary by contribution assumption: employee only about $484,210 at 4% or $322,807 at 6%; with 50% employer match about $322,807 at 4% or $215,204 at 6%; with 100% employer match about $242,105 at 4% or $161,403 at 6%.
201914$432,967$118,786$29,697iApproximate average salary by contribution assumption: employee only about $742,413 at 4% or $494,942 at 6%; with 50% employer match about $494,942 at 4% or $329,961 at 6%; with 100% employer match about $371,206 at 4% or $247,471 at 6%.
Sandys & Company 401(K) Plan & Trust-4$432,967$118,786$29,697iApproximate average salary by contribution assumption: employee only about $742,413 at 4% or $494,942 at 6%; with 50% employer match about $494,942 at 4% or $329,961 at 6%; with 100% employer match about $371,206 at 4% or $247,471 at 6%.
201814$253,814$86,598$21,650iApproximate average salary by contribution assumption: employee only about $541,238 at 4% or $360,825 at 6%; with 50% employer match about $360,825 at 4% or $240,550 at 6%; with 100% employer match about $270,619 at 4% or $180,413 at 6%.
Sandys & Company 401(K) Plan & Trust-4$253,814$86,598$21,650iApproximate average salary by contribution assumption: employee only about $541,238 at 4% or $360,825 at 6%; with 50% employer match about $360,825 at 4% or $240,550 at 6%; with 100% employer match about $270,619 at 4% or $180,413 at 6%.
201715$195,039$113,453$22,691iApproximate average salary by contribution assumption: employee only about $567,265 at 4% or $378,177 at 6%; with 50% employer match about $378,177 at 4% or $252,118 at 6%; with 100% employer match about $283,633 at 4% or $189,088 at 6%.
Sandys & Company 401(K) Plan & Trust-5$195,039$113,453$22,691iApproximate average salary by contribution assumption: employee only about $567,265 at 4% or $378,177 at 6%; with 50% employer match about $378,177 at 4% or $252,118 at 6%; with 100% employer match about $283,633 at 4% or $189,088 at 6%.
201615$65,080$63,764$12,753iApproximate average salary by contribution assumption: employee only about $318,820 at 4% or $212,547 at 6%; with 50% employer match about $212,547 at 4% or $141,698 at 6%; with 100% employer match about $159,410 at 4% or $106,273 at 6%.
Sandys & Company 401(K) Plan & Trust-5$65,080$63,764$12,753iApproximate average salary by contribution assumption: employee only about $318,820 at 4% or $212,547 at 6%; with 50% employer match about $212,547 at 4% or $141,698 at 6%; with 100% employer match about $159,410 at 4% or $106,273 at 6%.