Sutherland Insurance & Realty Company Inc.
Plan context: Sutherland Retirement Savings Plan
EIN 56-0751537 • Hendersonville, NC • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,049,340
2024 Contributions
$36,858
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 | 9 | $1,049,340 | $36,858 | $4,095iApproximate average salary by contribution assumption: employee only about $102,383 at 4% or $68,256 at 6%; with 50% employer match about $68,256 at 4% or $45,504 at 6%; with 100% employer match about $51,192 at 4% or $34,128 at 6%. |
| Sutherland Retirement Savings Plan | - | 9 | $1,049,340 | $36,858 | $4,095iApproximate average salary by contribution assumption: employee only about $102,383 at 4% or $68,256 at 6%; with 50% employer match about $68,256 at 4% or $45,504 at 6%; with 100% employer match about $51,192 at 4% or $34,128 at 6%. |
| 2023 | 1 | 9 | $1,019,305 | $40,860 | $4,540iApproximate average salary by contribution assumption: employee only about $113,500 at 4% or $75,667 at 6%; with 50% employer match about $75,667 at 4% or $50,444 at 6%; with 100% employer match about $56,750 at 4% or $37,833 at 6%. |
| Sutherland Retirement Savings Plan | - | 9 | $1,019,305 | $40,860 | $4,540iApproximate average salary by contribution assumption: employee only about $113,500 at 4% or $75,667 at 6%; with 50% employer match about $75,667 at 4% or $50,444 at 6%; with 100% employer match about $56,750 at 4% or $37,833 at 6%. |
| 2022 | 1 | 8 | $893,201 | $74,310 | $9,289iApproximate average salary by contribution assumption: employee only about $232,219 at 4% or $154,813 at 6%; with 50% employer match about $154,813 at 4% or $103,208 at 6%; with 100% employer match about $116,109 at 4% or $77,406 at 6%. |
| Sutherland Retirement Savings Plan | - | 8 | $893,201 | $74,310 | $9,289iApproximate average salary by contribution assumption: employee only about $232,219 at 4% or $154,813 at 6%; with 50% employer match about $154,813 at 4% or $103,208 at 6%; with 100% employer match about $116,109 at 4% or $77,406 at 6%. |
| 2021 | 1 | 11 | $984,546 | $38,180 | $3,471iApproximate average salary by contribution assumption: employee only about $86,773 at 4% or $57,848 at 6%; with 50% employer match about $57,848 at 4% or $38,566 at 6%; with 100% employer match about $43,386 at 4% or $28,924 at 6%. |
| Sutherland Retirement Savings Plan | - | 11 | $984,546 | $38,180 | $3,471iApproximate average salary by contribution assumption: employee only about $86,773 at 4% or $57,848 at 6%; with 50% employer match about $57,848 at 4% or $38,566 at 6%; with 100% employer match about $43,386 at 4% or $28,924 at 6%. |
| 2020 | 1 | 14 | $1,352,689 | $47,680 | $3,406iApproximate average salary by contribution assumption: employee only about $85,143 at 4% or $56,762 at 6%; with 50% employer match about $56,762 at 4% or $37,841 at 6%; with 100% employer match about $42,571 at 4% or $28,381 at 6%. |
| Sutherland Retirement Savings Plan | - | 14 | $1,352,689 | $47,680 | $3,406iApproximate average salary by contribution assumption: employee only about $85,143 at 4% or $56,762 at 6%; with 50% employer match about $56,762 at 4% or $37,841 at 6%; with 100% employer match about $42,571 at 4% or $28,381 at 6%. |
| 2019 | 1 | 13 | $1,892,043 | $49,278 | $3,791iApproximate average salary by contribution assumption: employee only about $94,765 at 4% or $63,177 at 6%; with 50% employer match about $63,177 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,588 at 6%. |
| Sutherland Retirement Savings Plan | - | 13 | $1,892,043 | $49,278 | $3,791iApproximate average salary by contribution assumption: employee only about $94,765 at 4% or $63,177 at 6%; with 50% employer match about $63,177 at 4% or $42,118 at 6%; with 100% employer match about $47,383 at 4% or $31,588 at 6%. |
| 2018 | 1 | 12 | $1,523,892 | $44,332 | $3,694iApproximate average salary by contribution assumption: employee only about $92,358 at 4% or $61,572 at 6%; with 50% employer match about $61,572 at 4% or $41,048 at 6%; with 100% employer match about $46,179 at 4% or $30,786 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,523,892 | $44,332 | $3,694iApproximate average salary by contribution assumption: employee only about $92,358 at 4% or $61,572 at 6%; with 50% employer match about $61,572 at 4% or $41,048 at 6%; with 100% employer match about $46,179 at 4% or $30,786 at 6%. |
| 2017 | 1 | 12 | $1,597,647 | $35,055 | $2,921iApproximate average salary by contribution assumption: employee only about $73,031 at 4% or $48,688 at 6%; with 50% employer match about $48,688 at 4% or $32,458 at 6%; with 100% employer match about $36,516 at 4% or $24,344 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,597,647 | $35,055 | $2,921iApproximate average salary by contribution assumption: employee only about $73,031 at 4% or $48,688 at 6%; with 50% employer match about $48,688 at 4% or $32,458 at 6%; with 100% employer match about $36,516 at 4% or $24,344 at 6%. |
| 2016 | 1 | 12 | $1,400,656 | $38,077 | $3,173iApproximate average salary by contribution assumption: employee only about $79,327 at 4% or $52,885 at 6%; with 50% employer match about $52,885 at 4% or $35,256 at 6%; with 100% employer match about $39,664 at 4% or $26,442 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,400,656 | $38,077 | $3,173iApproximate average salary by contribution assumption: employee only about $79,327 at 4% or $52,885 at 6%; with 50% employer match about $52,885 at 4% or $35,256 at 6%; with 100% employer match about $39,664 at 4% or $26,442 at 6%. |
| 2015 | 1 | 12 | $1,506,659 | $38,896 | $3,241iApproximate average salary by contribution assumption: employee only about $81,033 at 4% or $54,022 at 6%; with 50% employer match about $54,022 at 4% or $36,015 at 6%; with 100% employer match about $40,517 at 4% or $27,011 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,506,659 | $38,896 | $3,241iApproximate average salary by contribution assumption: employee only about $81,033 at 4% or $54,022 at 6%; with 50% employer match about $54,022 at 4% or $36,015 at 6%; with 100% employer match about $40,517 at 4% or $27,011 at 6%. |
| 2014 | 1 | 12 | $1,495,312 | $89,743 | $7,479iApproximate average salary by contribution assumption: employee only about $186,965 at 4% or $124,643 at 6%; with 50% employer match about $124,643 at 4% or $83,095 at 6%; with 100% employer match about $93,482 at 4% or $62,322 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,495,312 | $89,743 | $7,479iApproximate average salary by contribution assumption: employee only about $186,965 at 4% or $124,643 at 6%; with 50% employer match about $124,643 at 4% or $83,095 at 6%; with 100% employer match about $93,482 at 4% or $62,322 at 6%. |
| 2013 | 1 | 9 | $1,333,124 | $44,224 | $4,914iApproximate average salary by contribution assumption: employee only about $122,844 at 4% or $81,896 at 6%; with 50% employer match about $81,896 at 4% or $54,598 at 6%; with 100% employer match about $61,422 at 4% or $40,948 at 6%. |
| Sutherland Retirement Savings Plan | - | 9 | $1,333,124 | $44,224 | $4,914iApproximate average salary by contribution assumption: employee only about $122,844 at 4% or $81,896 at 6%; with 50% employer match about $81,896 at 4% or $54,598 at 6%; with 100% employer match about $61,422 at 4% or $40,948 at 6%. |
| 2012 | 1 | 10 | $1,150,467 | $53,817 | $5,382iApproximate average salary by contribution assumption: employee only about $134,543 at 4% or $89,695 at 6%; with 50% employer match about $89,695 at 4% or $59,797 at 6%; with 100% employer match about $67,271 at 4% or $44,848 at 6%. |
| Sutherland Retirement Savings Plan | - | 10 | $1,150,467 | $53,817 | $5,382iApproximate average salary by contribution assumption: employee only about $134,543 at 4% or $89,695 at 6%; with 50% employer match about $89,695 at 4% or $59,797 at 6%; with 100% employer match about $67,271 at 4% or $44,848 at 6%. |
| 2011 | 1 | 12 | $1,103,877 | $31,495 | $2,625iApproximate average salary by contribution assumption: employee only about $65,615 at 4% or $43,743 at 6%; with 50% employer match about $43,743 at 4% or $29,162 at 6%; with 100% employer match about $32,807 at 4% or $21,872 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,103,877 | $31,495 | $2,625iApproximate average salary by contribution assumption: employee only about $65,615 at 4% or $43,743 at 6%; with 50% employer match about $43,743 at 4% or $29,162 at 6%; with 100% employer match about $32,807 at 4% or $21,872 at 6%. |
| 2010 | 1 | 11 | $1,118,726 | $30,629 | $2,784iApproximate average salary by contribution assumption: employee only about $69,611 at 4% or $46,408 at 6%; with 50% employer match about $46,408 at 4% or $30,938 at 6%; with 100% employer match about $34,806 at 4% or $23,204 at 6%. |
| Sutherland Retirement Savings Plan | - | 11 | $1,118,726 | $30,629 | $2,784iApproximate average salary by contribution assumption: employee only about $69,611 at 4% or $46,408 at 6%; with 50% employer match about $46,408 at 4% or $30,938 at 6%; with 100% employer match about $34,806 at 4% or $23,204 at 6%. |
| 2009 | 1 | 13 | $1,088,096 | $49,878 | $3,837iApproximate average salary by contribution assumption: employee only about $95,919 at 4% or $63,946 at 6%; with 50% employer match about $63,946 at 4% or $42,631 at 6%; with 100% employer match about $47,960 at 4% or $31,973 at 6%. |
| Sutherland Retirement Savings Plan | - | 13 | $1,088,096 | $49,878 | $3,837iApproximate average salary by contribution assumption: employee only about $95,919 at 4% or $63,946 at 6%; with 50% employer match about $63,946 at 4% or $42,631 at 6%; with 100% employer match about $47,960 at 4% or $31,973 at 6%. |
| 2008 | 1 | 13 | $1,016,914 | $42,819 | $3,294iApproximate average salary by contribution assumption: employee only about $82,344 at 4% or $54,896 at 6%; with 50% employer match about $54,896 at 4% or $36,597 at 6%; with 100% employer match about $41,172 at 4% or $27,448 at 6%. |
| Sutherland Retirement Savings Plan | - | 13 | $1,016,914 | $42,819 | $3,294iApproximate average salary by contribution assumption: employee only about $82,344 at 4% or $54,896 at 6%; with 50% employer match about $54,896 at 4% or $36,597 at 6%; with 100% employer match about $41,172 at 4% or $27,448 at 6%. |
| 2007 | 1 | 13 | $1,180,897 | $36,678 | $2,821iApproximate average salary by contribution assumption: employee only about $70,535 at 4% or $47,023 at 6%; with 50% employer match about $47,023 at 4% or $31,349 at 6%; with 100% employer match about $35,267 at 4% or $23,512 at 6%. |
| Sutherland Retirement Savings Plan | - | 13 | $1,180,897 | $36,678 | $2,821iApproximate average salary by contribution assumption: employee only about $70,535 at 4% or $47,023 at 6%; with 50% employer match about $47,023 at 4% or $31,349 at 6%; with 100% employer match about $35,267 at 4% or $23,512 at 6%. |
| 2006 | 1 | 12 | $1,140,055 | $36,409 | $3,034iApproximate average salary by contribution assumption: employee only about $75,852 at 4% or $50,568 at 6%; with 50% employer match about $50,568 at 4% or $33,712 at 6%; with 100% employer match about $37,926 at 4% or $25,284 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $1,140,055 | $36,409 | $3,034iApproximate average salary by contribution assumption: employee only about $75,852 at 4% or $50,568 at 6%; with 50% employer match about $50,568 at 4% or $33,712 at 6%; with 100% employer match about $37,926 at 4% or $25,284 at 6%. |
| 2005 | 1 | 11 | $1,018,271 | $55,667 | $5,061iApproximate average salary by contribution assumption: employee only about $126,516 at 4% or $84,344 at 6%; with 50% employer match about $84,344 at 4% or $56,229 at 6%; with 100% employer match about $63,258 at 4% or $42,172 at 6%. |
| Sutherland Retirement Savings Plan | - | 11 | $1,018,271 | $55,667 | $5,061iApproximate average salary by contribution assumption: employee only about $126,516 at 4% or $84,344 at 6%; with 50% employer match about $84,344 at 4% or $56,229 at 6%; with 100% employer match about $63,258 at 4% or $42,172 at 6%. |
| 2004 | 1 | 12 | $941,138 | $57,247 | $4,771iApproximate average salary by contribution assumption: employee only about $119,265 at 4% or $79,510 at 6%; with 50% employer match about $79,510 at 4% or $53,006 at 6%; with 100% employer match about $59,632 at 4% or $39,755 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $941,138 | $57,247 | $4,771iApproximate average salary by contribution assumption: employee only about $119,265 at 4% or $79,510 at 6%; with 50% employer match about $79,510 at 4% or $53,006 at 6%; with 100% employer match about $59,632 at 4% or $39,755 at 6%. |
| 2003 | 1 | 12 | $846,994 | $63,312 | $5,276iApproximate average salary by contribution assumption: employee only about $131,900 at 4% or $87,933 at 6%; with 50% employer match about $87,933 at 4% or $58,622 at 6%; with 100% employer match about $65,950 at 4% or $43,967 at 6%. |
| Sutherland Retirement Savings Plan | - | 12 | $846,994 | $63,312 | $5,276iApproximate average salary by contribution assumption: employee only about $131,900 at 4% or $87,933 at 6%; with 50% employer match about $87,933 at 4% or $58,622 at 6%; with 100% employer match about $65,950 at 4% or $43,967 at 6%. |
| 2002 | 1 | 11 | $685,887 | $63,672 | $5,788iApproximate average salary by contribution assumption: employee only about $144,709 at 4% or $96,473 at 6%; with 50% employer match about $96,473 at 4% or $64,315 at 6%; with 100% employer match about $72,355 at 4% or $48,236 at 6%. |
| Sutherland Retirement Savings Plan | - | 11 | $685,887 | $63,672 | $5,788iApproximate average salary by contribution assumption: employee only about $144,709 at 4% or $96,473 at 6%; with 50% employer match about $96,473 at 4% or $64,315 at 6%; with 100% employer match about $72,355 at 4% or $48,236 at 6%. |
| 2001 | 1 | 11 | $699,774 | $38,765 | $3,524iApproximate average salary by contribution assumption: employee only about $88,102 at 4% or $58,735 at 6%; with 50% employer match about $58,735 at 4% or $39,157 at 6%; with 100% employer match about $44,051 at 4% or $29,367 at 6%. |
| Sutherland Retirement Savings Plan | - | 11 | $699,774 | $38,765 | $3,524iApproximate average salary by contribution assumption: employee only about $88,102 at 4% or $58,735 at 6%; with 50% employer match about $58,735 at 4% or $39,157 at 6%; with 100% employer match about $44,051 at 4% or $29,367 at 6%. |
| 2000 | 1 | 0 | $721,274 | $52,230 | - |
| Sutherland Retirement Savings Plan | - | 0 | $721,274 | $52,230 | - |