Civic Intelligence

SUGAR VALLEY, LLC

Plan context: SUGAR VALLEY, LLC 401(K) PLAN

EIN 47-5460302 • Indian River Shores, FL • 10 filings • 1 plans

1213 Islander WayIndian River Shores, FL 32963
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,205,736

2025 Contributions

$118,200

Historical Graphs

Total Assets Over Time

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

$1,205,736$602,868$0201620212025YearValue
$1,205,736Latest year 2025

Participants Over Time

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

420201620212025YearValue
4Latest year 2025

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
202514$1,205,736$118,200$29,550iApproximate average salary by contribution assumption: employee only about $738,750 at 4% or $492,500 at 6%; with 50% employer match about $492,500 at 4% or $328,333 at 6%; with 100% employer match about $369,375 at 4% or $246,250 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$1,205,736$118,200$29,550iApproximate average salary by contribution assumption: employee only about $738,750 at 4% or $492,500 at 6%; with 50% employer match about $492,500 at 4% or $328,333 at 6%; with 100% employer match about $369,375 at 4% or $246,250 at 6%.
202414$956,844$123,825$30,956iApproximate average salary by contribution assumption: employee only about $773,906 at 4% or $515,938 at 6%; with 50% employer match about $515,938 at 4% or $343,958 at 6%; with 100% employer match about $386,953 at 4% or $257,969 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$956,844$123,825$30,956iApproximate average salary by contribution assumption: employee only about $773,906 at 4% or $515,938 at 6%; with 50% employer match about $515,938 at 4% or $343,958 at 6%; with 100% employer match about $386,953 at 4% or $257,969 at 6%.
202314$763,579$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$763,579$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
202214$590,801$81,000$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$590,801$81,000$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
202114$547,853$98,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$547,853$98,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
202014$395,049$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$395,049$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
201914$319,053$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$319,053$75,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201814$206,018$73,500$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$206,018$73,500$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
201714$142,964$75,102$18,776iApproximate average salary by contribution assumption: employee only about $469,388 at 4% or $312,925 at 6%; with 50% employer match about $312,925 at 4% or $208,617 at 6%; with 100% employer match about $234,694 at 4% or $156,463 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-4$142,964$75,102$18,776iApproximate average salary by contribution assumption: employee only about $469,388 at 4% or $312,925 at 6%; with 50% employer match about $312,925 at 4% or $208,617 at 6%; with 100% employer match about $234,694 at 4% or $156,463 at 6%.
201613$60,000$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
SUGAR VALLEY, LLC 401(K) PLAN-3$60,000$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.