Civic Intelligence

Sullivan Financial Group Inc.

Plan context: Sullivan Financial Group Inc. 401K Plan

EIN 51-0661464 • Helena, MT • 14 filings • 1 plans

111 N. Last Chance GulchSuite 3-cHelena, MT 59601
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$2,766,397

2025 Contributions

$218,002

Historical Graphs

Total Assets Over Time

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

$2,766,397$1,383,199$0201220192025YearValue
$2,766,397Latest year 2025

Participants Over Time

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

950201220192025YearValue
7Latest 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
202517$2,766,397$218,002$31,143iApproximate average salary by contribution assumption: employee only about $778,579 at 4% or $519,052 at 6%; with 50% employer match about $519,052 at 4% or $346,035 at 6%; with 100% employer match about $389,289 at 4% or $259,526 at 6%.
Sullivan Financial Group Inc. 401K Plan-7$2,766,397$218,002$31,143iApproximate average salary by contribution assumption: employee only about $778,579 at 4% or $519,052 at 6%; with 50% employer match about $519,052 at 4% or $346,035 at 6%; with 100% employer match about $389,289 at 4% or $259,526 at 6%.
202418$2,579,034$219,614$27,452iApproximate average salary by contribution assumption: employee only about $686,294 at 4% or $457,529 at 6%; with 50% employer match about $457,529 at 4% or $305,019 at 6%; with 100% employer match about $343,147 at 4% or $228,765 at 6%.
Sullivan Financial Group Inc. 401K Plan-8$2,579,034$219,614$27,452iApproximate average salary by contribution assumption: employee only about $686,294 at 4% or $457,529 at 6%; with 50% employer match about $457,529 at 4% or $305,019 at 6%; with 100% employer match about $343,147 at 4% or $228,765 at 6%.
202318$2,138,046$201,327$25,166iApproximate average salary by contribution assumption: employee only about $629,147 at 4% or $419,431 at 6%; with 50% employer match about $419,431 at 4% or $279,621 at 6%; with 100% employer match about $314,573 at 4% or $209,716 at 6%.
Sullivan Financial Group Inc. 401K Plan-8$2,138,046$201,327$25,166iApproximate average salary by contribution assumption: employee only about $629,147 at 4% or $419,431 at 6%; with 50% employer match about $419,431 at 4% or $279,621 at 6%; with 100% employer match about $314,573 at 4% or $209,716 at 6%.
202218$1,677,394$212,792$26,599iApproximate average salary by contribution assumption: employee only about $664,975 at 4% or $443,317 at 6%; with 50% employer match about $443,317 at 4% or $295,544 at 6%; with 100% employer match about $332,488 at 4% or $221,658 at 6%.
Sullivan Financial Group Inc. 401K Plan-8$1,677,394$212,792$26,599iApproximate average salary by contribution assumption: employee only about $664,975 at 4% or $443,317 at 6%; with 50% employer match about $443,317 at 4% or $295,544 at 6%; with 100% employer match about $332,488 at 4% or $221,658 at 6%.
202118$1,755,864$176,444$22,056iApproximate average salary by contribution assumption: employee only about $551,388 at 4% or $367,592 at 6%; with 50% employer match about $367,592 at 4% or $245,061 at 6%; with 100% employer match about $275,694 at 4% or $183,796 at 6%.
Sullivan Financial Group Inc. 401K Plan-8$1,755,864$176,444$22,056iApproximate average salary by contribution assumption: employee only about $551,388 at 4% or $367,592 at 6%; with 50% employer match about $367,592 at 4% or $245,061 at 6%; with 100% employer match about $275,694 at 4% or $183,796 at 6%.
202019$1,412,893$168,819$18,758iApproximate average salary by contribution assumption: employee only about $468,942 at 4% or $312,628 at 6%; with 50% employer match about $312,628 at 4% or $208,419 at 6%; with 100% employer match about $234,471 at 4% or $156,314 at 6%.
Sullivan Financial Group Inc. 401K Plan-9$1,412,893$168,819$18,758iApproximate average salary by contribution assumption: employee only about $468,942 at 4% or $312,628 at 6%; with 50% employer match about $312,628 at 4% or $208,419 at 6%; with 100% employer match about $234,471 at 4% or $156,314 at 6%.
201918$1,061,698$157,866$19,733iApproximate average salary by contribution assumption: employee only about $493,331 at 4% or $328,888 at 6%; with 50% employer match about $328,888 at 4% or $219,258 at 6%; with 100% employer match about $246,666 at 4% or $164,444 at 6%.
Sullivan Financial Group Inc. 401K Plan-8$1,061,698$157,866$19,733iApproximate average salary by contribution assumption: employee only about $493,331 at 4% or $328,888 at 6%; with 50% employer match about $328,888 at 4% or $219,258 at 6%; with 100% employer match about $246,666 at 4% or $164,444 at 6%.
201817$749,479$151,387$21,627iApproximate average salary by contribution assumption: employee only about $540,668 at 4% or $360,445 at 6%; with 50% employer match about $360,445 at 4% or $240,297 at 6%; with 100% employer match about $270,334 at 4% or $180,223 at 6%.
Sullivan Financial Group Inc. 401K Plan-7$749,479$151,387$21,627iApproximate average salary by contribution assumption: employee only about $540,668 at 4% or $360,445 at 6%; with 50% employer match about $360,445 at 4% or $240,297 at 6%; with 100% employer match about $270,334 at 4% or $180,223 at 6%.
201717$647,944$129,734$18,533iApproximate average salary by contribution assumption: employee only about $463,336 at 4% or $308,890 at 6%; with 50% employer match about $308,890 at 4% or $205,927 at 6%; with 100% employer match about $231,668 at 4% or $154,445 at 6%.
Sullivan Financial Group Inc. 401K Plan-7$647,944$129,734$18,533iApproximate average salary by contribution assumption: employee only about $463,336 at 4% or $308,890 at 6%; with 50% employer match about $308,890 at 4% or $205,927 at 6%; with 100% employer match about $231,668 at 4% or $154,445 at 6%.
201615$433,038$104,665$20,933iApproximate average salary by contribution assumption: employee only about $523,325 at 4% or $348,883 at 6%; with 50% employer match about $348,883 at 4% or $232,589 at 6%; with 100% employer match about $261,663 at 4% or $174,442 at 6%.
Sullivan Financial Group Inc. 401K Plan-5$433,038$104,665$20,933iApproximate average salary by contribution assumption: employee only about $523,325 at 4% or $348,883 at 6%; with 50% employer match about $348,883 at 4% or $232,589 at 6%; with 100% employer match about $261,663 at 4% or $174,442 at 6%.
201515$287,934$106,396$21,279iApproximate average salary by contribution assumption: employee only about $531,980 at 4% or $354,653 at 6%; with 50% employer match about $354,653 at 4% or $236,436 at 6%; with 100% employer match about $265,990 at 4% or $177,327 at 6%.
Sullivan Financial Group Inc. 401K Plan-5$287,934$106,396$21,279iApproximate average salary by contribution assumption: employee only about $531,980 at 4% or $354,653 at 6%; with 50% employer match about $354,653 at 4% or $236,436 at 6%; with 100% employer match about $265,990 at 4% or $177,327 at 6%.
201414$201,116$100,061$25,015iApproximate average salary by contribution assumption: employee only about $625,381 at 4% or $416,921 at 6%; with 50% employer match about $416,921 at 4% or $277,947 at 6%; with 100% employer match about $312,691 at 4% or $208,460 at 6%.
Sullivan Financial Group Inc. 401K Plan-4$201,116$100,061$25,015iApproximate average salary by contribution assumption: employee only about $625,381 at 4% or $416,921 at 6%; with 50% employer match about $416,921 at 4% or $277,947 at 6%; with 100% employer match about $312,691 at 4% or $208,460 at 6%.
201314$92,690$63,752$15,938iApproximate average salary by contribution assumption: employee only about $398,450 at 4% or $265,633 at 6%; with 50% employer match about $265,633 at 4% or $177,089 at 6%; with 100% employer match about $199,225 at 4% or $132,817 at 6%.
Sullivan Financial Group Inc. 401K Plan-4$92,690$63,752$15,938iApproximate average salary by contribution assumption: employee only about $398,450 at 4% or $265,633 at 6%; with 50% employer match about $265,633 at 4% or $177,089 at 6%; with 100% employer match about $199,225 at 4% or $132,817 at 6%.
201213$20,151$19,877$6,626iApproximate average salary by contribution assumption: employee only about $165,642 at 4% or $110,428 at 6%; with 50% employer match about $110,428 at 4% or $73,619 at 6%; with 100% employer match about $82,821 at 4% or $55,214 at 6%.
Sullivan Financial Group Inc. 401K Plan-3$20,151$19,877$6,626iApproximate average salary by contribution assumption: employee only about $165,642 at 4% or $110,428 at 6%; with 50% employer match about $110,428 at 4% or $73,619 at 6%; with 100% employer match about $82,821 at 4% or $55,214 at 6%.