Sigma Phi Epsilon Fraternity Inc.
Plan context: Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan
EIN 54-0379370 • Richmond, VA • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
62
2024 Assets
$4,800,686
2024 Contributions
$398,246
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 62 | $4,800,686 | $398,246 | $6,423iApproximate average salary by contribution assumption: employee only about $160,583 at 4% or $107,055 at 6%; with 50% employer match about $107,055 at 4% or $71,370 at 6%; with 100% employer match about $80,292 at 4% or $53,528 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 62 | $4,800,686 | $398,246 | $6,423iApproximate average salary by contribution assumption: employee only about $160,583 at 4% or $107,055 at 6%; with 50% employer match about $107,055 at 4% or $71,370 at 6%; with 100% employer match about $80,292 at 4% or $53,528 at 6%. |
| 2023 | 1 | 44 | $3,979,998 | $358,683 | $8,152iApproximate average salary by contribution assumption: employee only about $203,797 at 4% or $135,865 at 6%; with 50% employer match about $135,865 at 4% or $90,577 at 6%; with 100% employer match about $101,899 at 4% or $67,932 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 44 | $3,979,998 | $358,683 | $8,152iApproximate average salary by contribution assumption: employee only about $203,797 at 4% or $135,865 at 6%; with 50% employer match about $135,865 at 4% or $90,577 at 6%; with 100% employer match about $101,899 at 4% or $67,932 at 6%. |
| 2022 | 1 | 40 | $3,640,887 | $320,209 | $8,005iApproximate average salary by contribution assumption: employee only about $200,131 at 4% or $133,420 at 6%; with 50% employer match about $133,420 at 4% or $88,947 at 6%; with 100% employer match about $100,065 at 4% or $66,710 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 40 | $3,640,887 | $320,209 | $8,005iApproximate average salary by contribution assumption: employee only about $200,131 at 4% or $133,420 at 6%; with 50% employer match about $133,420 at 4% or $88,947 at 6%; with 100% employer match about $100,065 at 4% or $66,710 at 6%. |
| 2021 | 1 | 31 | $3,070,786 | $446,815 | $14,413iApproximate average salary by contribution assumption: employee only about $360,335 at 4% or $240,223 at 6%; with 50% employer match about $240,223 at 4% or $160,149 at 6%; with 100% employer match about $180,167 at 4% or $120,112 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 31 | $3,070,786 | $446,815 | $14,413iApproximate average salary by contribution assumption: employee only about $360,335 at 4% or $240,223 at 6%; with 50% employer match about $240,223 at 4% or $160,149 at 6%; with 100% employer match about $180,167 at 4% or $120,112 at 6%. |
| 2020 | 1 | 33 | $3,805,563 | $327,974 | $9,939iApproximate average salary by contribution assumption: employee only about $248,465 at 4% or $165,643 at 6%; with 50% employer match about $165,643 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 33 | $3,805,563 | $327,974 | $9,939iApproximate average salary by contribution assumption: employee only about $248,465 at 4% or $165,643 at 6%; with 50% employer match about $165,643 at 4% or $110,429 at 6%; with 100% employer match about $124,233 at 4% or $82,822 at 6%. |
| 2019 | 1 | 39 | $3,442,128 | $291,982 | $7,487iApproximate average salary by contribution assumption: employee only about $187,168 at 4% or $124,779 at 6%; with 50% employer match about $124,779 at 4% or $83,186 at 6%; with 100% employer match about $93,584 at 4% or $62,389 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 39 | $3,442,128 | $291,982 | $7,487iApproximate average salary by contribution assumption: employee only about $187,168 at 4% or $124,779 at 6%; with 50% employer match about $124,779 at 4% or $83,186 at 6%; with 100% employer match about $93,584 at 4% or $62,389 at 6%. |
| 2018 | 1 | 42 | $3,332,211 | $334,598 | $7,967iApproximate average salary by contribution assumption: employee only about $199,165 at 4% or $132,777 at 6%; with 50% employer match about $132,777 at 4% or $88,518 at 6%; with 100% employer match about $99,583 at 4% or $66,388 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 42 | $3,332,211 | $334,598 | $7,967iApproximate average salary by contribution assumption: employee only about $199,165 at 4% or $132,777 at 6%; with 50% employer match about $132,777 at 4% or $88,518 at 6%; with 100% employer match about $99,583 at 4% or $66,388 at 6%. |
| 2017 | 1 | 58 | $2,979,595 | $262,618 | $4,528iApproximate average salary by contribution assumption: employee only about $113,197 at 4% or $75,465 at 6%; with 50% employer match about $75,465 at 4% or $50,310 at 6%; with 100% employer match about $56,599 at 4% or $37,732 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 58 | $2,979,595 | $262,618 | $4,528iApproximate average salary by contribution assumption: employee only about $113,197 at 4% or $75,465 at 6%; with 50% employer match about $75,465 at 4% or $50,310 at 6%; with 100% employer match about $56,599 at 4% or $37,732 at 6%. |
| 2016 | 1 | 55 | $3,153,578 | $293,552 | $5,337iApproximate average salary by contribution assumption: employee only about $133,433 at 4% or $88,955 at 6%; with 50% employer match about $88,955 at 4% or $59,303 at 6%; with 100% employer match about $66,716 at 4% or $44,478 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 55 | $3,153,578 | $293,552 | $5,337iApproximate average salary by contribution assumption: employee only about $133,433 at 4% or $88,955 at 6%; with 50% employer match about $88,955 at 4% or $59,303 at 6%; with 100% employer match about $66,716 at 4% or $44,478 at 6%. |
| 2015 | 1 | 68 | $2,658,134 | $274,800 | $4,041iApproximate average salary by contribution assumption: employee only about $101,029 at 4% or $67,353 at 6%; with 50% employer match about $67,353 at 4% or $44,902 at 6%; with 100% employer match about $50,515 at 4% or $33,676 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 68 | $2,658,134 | $274,800 | $4,041iApproximate average salary by contribution assumption: employee only about $101,029 at 4% or $67,353 at 6%; with 50% employer match about $67,353 at 4% or $44,902 at 6%; with 100% employer match about $50,515 at 4% or $33,676 at 6%. |
| 2014 | 1 | 50 | $2,481,348 | $200,863 | $4,017iApproximate average salary by contribution assumption: employee only about $100,432 at 4% or $66,954 at 6%; with 50% employer match about $66,954 at 4% or $44,636 at 6%; with 100% employer match about $50,216 at 4% or $33,477 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 50 | $2,481,348 | $200,863 | $4,017iApproximate average salary by contribution assumption: employee only about $100,432 at 4% or $66,954 at 6%; with 50% employer match about $66,954 at 4% or $44,636 at 6%; with 100% employer match about $50,216 at 4% or $33,477 at 6%. |
| 2013 | 1 | 38 | $2,230,981 | $177,218 | $4,664iApproximate average salary by contribution assumption: employee only about $116,591 at 4% or $77,727 at 6%; with 50% employer match about $77,727 at 4% or $51,818 at 6%; with 100% employer match about $58,295 at 4% or $38,864 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 38 | $2,230,981 | $177,218 | $4,664iApproximate average salary by contribution assumption: employee only about $116,591 at 4% or $77,727 at 6%; with 50% employer match about $77,727 at 4% or $51,818 at 6%; with 100% employer match about $58,295 at 4% or $38,864 at 6%. |
| 2012 | 1 | 30 | $2,156,484 | $181,846 | $6,062iApproximate average salary by contribution assumption: employee only about $151,538 at 4% or $101,026 at 6%; with 50% employer match about $101,026 at 4% or $67,350 at 6%; with 100% employer match about $75,769 at 4% or $50,513 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 30 | $2,156,484 | $181,846 | $6,062iApproximate average salary by contribution assumption: employee only about $151,538 at 4% or $101,026 at 6%; with 50% employer match about $101,026 at 4% or $67,350 at 6%; with 100% employer match about $75,769 at 4% or $50,513 at 6%. |
| 2011 | 1 | 32 | $1,789,219 | $169,468 | $5,296iApproximate average salary by contribution assumption: employee only about $132,397 at 4% or $88,265 at 6%; with 50% employer match about $88,265 at 4% or $58,843 at 6%; with 100% employer match about $66,198 at 4% or $44,132 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 32 | $1,789,219 | $169,468 | $5,296iApproximate average salary by contribution assumption: employee only about $132,397 at 4% or $88,265 at 6%; with 50% employer match about $88,265 at 4% or $58,843 at 6%; with 100% employer match about $66,198 at 4% or $44,132 at 6%. |
| 2010 | 1 | 20 | $1,957,695 | $183,139 | $9,157iApproximate average salary by contribution assumption: employee only about $228,924 at 4% or $152,616 at 6%; with 50% employer match about $152,616 at 4% or $101,744 at 6%; with 100% employer match about $114,462 at 4% or $76,308 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 20 | $1,957,695 | $183,139 | $9,157iApproximate average salary by contribution assumption: employee only about $228,924 at 4% or $152,616 at 6%; with 50% employer match about $152,616 at 4% or $101,744 at 6%; with 100% employer match about $114,462 at 4% or $76,308 at 6%. |
| 2009 | 1 | 37 | $1,866,109 | $228,841 | $6,185iApproximate average salary by contribution assumption: employee only about $154,622 at 4% or $103,082 at 6%; with 50% employer match about $103,082 at 4% or $68,721 at 6%; with 100% employer match about $77,311 at 4% or $51,541 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 37 | $1,866,109 | $228,841 | $6,185iApproximate average salary by contribution assumption: employee only about $154,622 at 4% or $103,082 at 6%; with 50% employer match about $103,082 at 4% or $68,721 at 6%; with 100% employer match about $77,311 at 4% or $51,541 at 6%. |
| 2008 | 1 | 21 | $0 | $0 | - |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 21 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 23 | - | - | - |
| 2006 | 1 | 22 | $2,044,852 | $191,158 | $8,689iApproximate average salary by contribution assumption: employee only about $217,225 at 4% or $144,817 at 6%; with 50% employer match about $144,817 at 4% or $96,544 at 6%; with 100% employer match about $108,613 at 4% or $72,408 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 22 | $2,044,852 | $191,158 | $8,689iApproximate average salary by contribution assumption: employee only about $217,225 at 4% or $144,817 at 6%; with 50% employer match about $144,817 at 4% or $96,544 at 6%; with 100% employer match about $108,613 at 4% or $72,408 at 6%. |
| 2005 | 1 | 25 | $1,602,290 | $193,473 | $7,739iApproximate average salary by contribution assumption: employee only about $193,473 at 4% or $128,982 at 6%; with 50% employer match about $128,982 at 4% or $85,988 at 6%; with 100% employer match about $96,737 at 4% or $64,491 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 25 | $1,602,290 | $193,473 | $7,739iApproximate average salary by contribution assumption: employee only about $193,473 at 4% or $128,982 at 6%; with 50% employer match about $128,982 at 4% or $85,988 at 6%; with 100% employer match about $96,737 at 4% or $64,491 at 6%. |
| 2004 | 1 | 26 | $1,287,053 | $163,515 | $6,289iApproximate average salary by contribution assumption: employee only about $157,226 at 4% or $104,817 at 6%; with 50% employer match about $104,817 at 4% or $69,878 at 6%; with 100% employer match about $78,613 at 4% or $52,409 at 6%. |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 26 | $1,287,053 | $163,515 | $6,289iApproximate average salary by contribution assumption: employee only about $157,226 at 4% or $104,817 at 6%; with 50% employer match about $104,817 at 4% or $69,878 at 6%; with 100% employer match about $78,613 at 4% or $52,409 at 6%. |
| 2003 | 1 | 19 | $0 | $0 | - |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 19 | - | - | - |
| 2002 | 2 | 21 | $0 | $0 | - |
| SIGMA PHI EPSILON FRATERNITY, INC MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| Sigma Phi Epsilon Fraternity Inc. 401(K) Profit Sharing Plan | - | 21 | - | - | - |
| 2001 | 1 | 18 | $0 | $0 | - |
| SIGMA PHI EPSILON FRATERNITY, INC. MONEY PURCHASE PLAN | - | 18 | - | - | - |
| 2000 | 1 | 15 | $0 | $0 | - |
| SIGMA PHI EPSILON FRATERNITY, INC. PENSION PLAN | - | 15 | - | - | - |