Civic Intelligence

SUNPOCKET MANAGEMENT

Plan context: SUNPOCKET MANAGEMENT 401K PLAN

EIN 56-2205579 • Chapel Hill, NC • 6 filings • 1 plans

109 East Franklin StreetSte 200Chapel Hill, NC 27514
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,139,664

2024 Contributions

$16,125

Historical Graphs

Total Assets Over Time

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

$2,139,664$1,069,832$0201920222024YearValue
$2,139,664Latest year 2024

Participants Over Time

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

320201920222024YearValue
3Latest 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
202413$2,139,664$16,125$5,375iApproximate average salary by contribution assumption: employee only about $134,375 at 4% or $89,583 at 6%; with 50% employer match about $89,583 at 4% or $59,722 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
SUNPOCKET MANAGEMENT 401K PLAN-3$2,139,664$16,125$5,375iApproximate average salary by contribution assumption: employee only about $134,375 at 4% or $89,583 at 6%; with 50% employer match about $89,583 at 4% or $59,722 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
202313$1,948,094$15,825$5,275iApproximate average salary by contribution assumption: employee only about $131,875 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,611 at 6%; with 100% employer match about $65,938 at 4% or $43,958 at 6%.
SUNPOCKET MANAGEMENT 401K PLAN-3$1,948,094$15,825$5,275iApproximate average salary by contribution assumption: employee only about $131,875 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,611 at 6%; with 100% employer match about $65,938 at 4% or $43,958 at 6%.
202213$1,721,245$16,126$5,375iApproximate average salary by contribution assumption: employee only about $134,383 at 4% or $89,589 at 6%; with 50% employer match about $89,589 at 4% or $59,726 at 6%; with 100% employer match about $67,192 at 4% or $44,794 at 6%.
SUNPOCKET MANAGEMENT 401K PLAN-3$1,721,245$16,126$5,375iApproximate average salary by contribution assumption: employee only about $134,383 at 4% or $89,589 at 6%; with 50% employer match about $89,589 at 4% or $59,726 at 6%; with 100% employer match about $67,192 at 4% or $44,794 at 6%.
202113$1,912,097$29,214$9,738iApproximate average salary by contribution assumption: employee only about $243,450 at 4% or $162,300 at 6%; with 50% employer match about $162,300 at 4% or $108,200 at 6%; with 100% employer match about $121,725 at 4% or $81,150 at 6%.
SUNPOCKET MANAGEMENT 401K PLAN-3$1,912,097$29,214$9,738iApproximate average salary by contribution assumption: employee only about $243,450 at 4% or $162,300 at 6%; with 50% employer match about $162,300 at 4% or $108,200 at 6%; with 100% employer match about $121,725 at 4% or $81,150 at 6%.
202013$1,781,404$44,649$14,883iApproximate average salary by contribution assumption: employee only about $372,075 at 4% or $248,050 at 6%; with 50% employer match about $248,050 at 4% or $165,367 at 6%; with 100% employer match about $186,038 at 4% or $124,025 at 6%.
SUNPOCKET MANAGEMENT 401K PLAN-3$1,781,404$44,649$14,883iApproximate average salary by contribution assumption: employee only about $372,075 at 4% or $248,050 at 6%; with 50% employer match about $248,050 at 4% or $165,367 at 6%; with 100% employer match about $186,038 at 4% or $124,025 at 6%.
201913$1,547,590$49,175$16,392iApproximate average salary by contribution assumption: employee only about $409,792 at 4% or $273,194 at 6%; with 50% employer match about $273,194 at 4% or $182,130 at 6%; with 100% employer match about $204,896 at 4% or $136,597 at 6%.
SUNPOCKET MANAGEMENT 401K PLAN-3$1,547,590$49,175$16,392iApproximate average salary by contribution assumption: employee only about $409,792 at 4% or $273,194 at 6%; with 50% employer match about $273,194 at 4% or $182,130 at 6%; with 100% employer match about $204,896 at 4% or $136,597 at 6%.