Civic Intelligence

Sullivan & Company, Cpas

Plan context: Sullivan & Company, Cpas 401(K) Plan

EIN 52-1316184 • Bethesda, MD • 13 filings • 1 plans

4709 Montgomery LaneSuite 201Bethesda, MD 20814
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$3,053,338

2024 Contributions

$279,000

Historical Graphs

Total Assets Over Time

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

$3,053,338$1,526,669$0201220182024YearValue
$3,053,338Latest year 2024

Participants Over Time

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

29150201220182024YearValue
26Latest 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
2024126$3,053,338$279,000$10,731iApproximate average salary by contribution assumption: employee only about $268,269 at 4% or $178,846 at 6%; with 50% employer match about $178,846 at 4% or $119,231 at 6%; with 100% employer match about $134,135 at 4% or $89,423 at 6%.
Sullivan & Company, Cpas 401(K) Plan-26$3,053,338$279,000$10,731iApproximate average salary by contribution assumption: employee only about $268,269 at 4% or $178,846 at 6%; with 50% employer match about $178,846 at 4% or $119,231 at 6%; with 100% employer match about $134,135 at 4% or $89,423 at 6%.
2023129$2,595,837$291,240$10,043iApproximate average salary by contribution assumption: employee only about $251,069 at 4% or $167,379 at 6%; with 50% employer match about $167,379 at 4% or $111,586 at 6%; with 100% employer match about $125,534 at 4% or $83,690 at 6%.
Sullivan & Company, Cpas 401(K) Plan-29$2,595,837$291,240$10,043iApproximate average salary by contribution assumption: employee only about $251,069 at 4% or $167,379 at 6%; with 50% employer match about $167,379 at 4% or $111,586 at 6%; with 100% employer match about $125,534 at 4% or $83,690 at 6%.
2022125$1,953,227$239,690$9,588iApproximate average salary by contribution assumption: employee only about $239,690 at 4% or $159,793 at 6%; with 50% employer match about $159,793 at 4% or $106,529 at 6%; with 100% employer match about $119,845 at 4% or $79,897 at 6%.
Sullivan & Company, Cpas 401(K) Plan-25$1,953,227$239,690$9,588iApproximate average salary by contribution assumption: employee only about $239,690 at 4% or $159,793 at 6%; with 50% employer match about $159,793 at 4% or $106,529 at 6%; with 100% employer match about $119,845 at 4% or $79,897 at 6%.
2021123$2,052,752$218,240$9,489iApproximate average salary by contribution assumption: employee only about $237,217 at 4% or $158,145 at 6%; with 50% employer match about $158,145 at 4% or $105,430 at 6%; with 100% employer match about $118,609 at 4% or $79,072 at 6%.
Sullivan & Company, Cpas 401(K) Plan-23$2,052,752$218,240$9,489iApproximate average salary by contribution assumption: employee only about $237,217 at 4% or $158,145 at 6%; with 50% employer match about $158,145 at 4% or $105,430 at 6%; with 100% employer match about $118,609 at 4% or $79,072 at 6%.
2020120$1,541,669$176,084$8,804iApproximate average salary by contribution assumption: employee only about $220,105 at 4% or $146,737 at 6%; with 50% employer match about $146,737 at 4% or $97,824 at 6%; with 100% employer match about $110,053 at 4% or $73,368 at 6%.
Sullivan & Company, Cpas 401(K) Plan-20$1,541,669$176,084$8,804iApproximate average salary by contribution assumption: employee only about $220,105 at 4% or $146,737 at 6%; with 50% employer match about $146,737 at 4% or $97,824 at 6%; with 100% employer match about $110,053 at 4% or $73,368 at 6%.
2019120$1,198,027$170,005$8,500iApproximate average salary by contribution assumption: employee only about $212,506 at 4% or $141,671 at 6%; with 50% employer match about $141,671 at 4% or $94,447 at 6%; with 100% employer match about $106,253 at 4% or $70,835 at 6%.
Sullivan & Company, Cpas 401(K) Plan-20$1,198,027$170,005$8,500iApproximate average salary by contribution assumption: employee only about $212,506 at 4% or $141,671 at 6%; with 50% employer match about $141,671 at 4% or $94,447 at 6%; with 100% employer match about $106,253 at 4% or $70,835 at 6%.
2018119$868,453$142,301$7,490iApproximate average salary by contribution assumption: employee only about $187,238 at 4% or $124,825 at 6%; with 50% employer match about $124,825 at 4% or $83,217 at 6%; with 100% employer match about $93,619 at 4% or $62,413 at 6%.
Sullivan & Company, Cpas 401(K) Plan-19$868,453$142,301$7,490iApproximate average salary by contribution assumption: employee only about $187,238 at 4% or $124,825 at 6%; with 50% employer match about $124,825 at 4% or $83,217 at 6%; with 100% employer match about $93,619 at 4% or $62,413 at 6%.
2017117$822,973$122,810$7,224iApproximate average salary by contribution assumption: employee only about $180,603 at 4% or $120,402 at 6%; with 50% employer match about $120,402 at 4% or $80,268 at 6%; with 100% employer match about $90,301 at 4% or $60,201 at 6%.
Sullivan & Company, Cpas 401(K) Plan-17$822,973$122,810$7,224iApproximate average salary by contribution assumption: employee only about $180,603 at 4% or $120,402 at 6%; with 50% employer match about $120,402 at 4% or $80,268 at 6%; with 100% employer match about $90,301 at 4% or $60,201 at 6%.
2016113$615,092$108,134$8,318iApproximate average salary by contribution assumption: employee only about $207,950 at 4% or $138,633 at 6%; with 50% employer match about $138,633 at 4% or $92,422 at 6%; with 100% employer match about $103,975 at 4% or $69,317 at 6%.
Sullivan & Company, Cpas 401(K) Plan-13$615,092$108,134$8,318iApproximate average salary by contribution assumption: employee only about $207,950 at 4% or $138,633 at 6%; with 50% employer match about $138,633 at 4% or $92,422 at 6%; with 100% employer match about $103,975 at 4% or $69,317 at 6%.
2015116$575,047$79,056$4,941iApproximate average salary by contribution assumption: employee only about $123,525 at 4% or $82,350 at 6%; with 50% employer match about $82,350 at 4% or $54,900 at 6%; with 100% employer match about $61,763 at 4% or $41,175 at 6%.
Sullivan & Company, Cpas 401(K) Plan-16$575,047$79,056$4,941iApproximate average salary by contribution assumption: employee only about $123,525 at 4% or $82,350 at 6%; with 50% employer match about $82,350 at 4% or $54,900 at 6%; with 100% employer match about $61,763 at 4% or $41,175 at 6%.
2014114$537,289$76,056$5,433iApproximate average salary by contribution assumption: employee only about $135,814 at 4% or $90,543 at 6%; with 50% employer match about $90,543 at 4% or $60,362 at 6%; with 100% employer match about $67,907 at 4% or $45,271 at 6%.
Sullivan & Company, Cpas 401(K) Plan-14$537,289$76,056$5,433iApproximate average salary by contribution assumption: employee only about $135,814 at 4% or $90,543 at 6%; with 50% employer match about $90,543 at 4% or $60,362 at 6%; with 100% employer match about $67,907 at 4% or $45,271 at 6%.
2013113$432,582$101,549$7,811iApproximate average salary by contribution assumption: employee only about $195,287 at 4% or $130,191 at 6%; with 50% employer match about $130,191 at 4% or $86,794 at 6%; with 100% employer match about $97,643 at 4% or $65,096 at 6%.
Sullivan & Company, Cpas 401(K) Plan-13$432,582$101,549$7,811iApproximate average salary by contribution assumption: employee only about $195,287 at 4% or $130,191 at 6%; with 50% employer match about $130,191 at 4% or $86,794 at 6%; with 100% employer match about $97,643 at 4% or $65,096 at 6%.
2012110$292,201$284,308$28,431iApproximate average salary by contribution assumption: employee only about $710,770 at 4% or $473,847 at 6%; with 50% employer match about $473,847 at 4% or $315,898 at 6%; with 100% employer match about $355,385 at 4% or $236,923 at 6%.
Sullivan & Company, Cpas 401(K) Plan-10$292,201$284,308$28,431iApproximate average salary by contribution assumption: employee only about $710,770 at 4% or $473,847 at 6%; with 50% employer match about $473,847 at 4% or $315,898 at 6%; with 100% employer match about $355,385 at 4% or $236,923 at 6%.