Civic Intelligence

SUNPOCKET MANAGEMENT LLC

Plan context: Sunpocket Management 401K Plan

EIN 56-2212845 • Chapel Hill, NC • 13 filings • 1 plans

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

Latest Year

2018

2018 Participants

3

2018 Assets

$1,183,334

2018 Contributions

$48,362

Historical Graphs

Total Assets Over Time

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

$1,234,712$617,356$0200620132018YearValue
$1,183,334Latest year 2018

Participants Over Time

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

420200620122018YearValue
3Latest year 2018

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
201813$1,183,334$48,362$16,121iApproximate average salary by contribution assumption: employee only about $403,017 at 4% or $268,678 at 6%; with 50% employer match about $268,678 at 4% or $179,119 at 6%; with 100% employer match about $201,508 at 4% or $134,339 at 6%.
Sunpocket Management 401K Plan-3$1,183,334$48,362$16,121iApproximate average salary by contribution assumption: employee only about $403,017 at 4% or $268,678 at 6%; with 50% employer match about $268,678 at 4% or $179,119 at 6%; with 100% employer match about $201,508 at 4% or $134,339 at 6%.
201713$1,234,712$47,029$15,676iApproximate average salary by contribution assumption: employee only about $391,908 at 4% or $261,272 at 6%; with 50% employer match about $261,272 at 4% or $174,181 at 6%; with 100% employer match about $195,954 at 4% or $130,636 at 6%.
Sunpocket Management 401K Plan-3$1,234,712$47,029$15,676iApproximate average salary by contribution assumption: employee only about $391,908 at 4% or $261,272 at 6%; with 50% employer match about $261,272 at 4% or $174,181 at 6%; with 100% employer match about $195,954 at 4% or $130,636 at 6%.
201613$961,165$40,012$13,337iApproximate average salary by contribution assumption: employee only about $333,433 at 4% or $222,289 at 6%; with 50% employer match about $222,289 at 4% or $148,193 at 6%; with 100% employer match about $166,717 at 4% or $111,144 at 6%.
Sunpocket Management 401K Plan-3$961,165$40,012$13,337iApproximate average salary by contribution assumption: employee only about $333,433 at 4% or $222,289 at 6%; with 50% employer match about $222,289 at 4% or $148,193 at 6%; with 100% employer match about $166,717 at 4% or $111,144 at 6%.
201513$857,019$39,995$13,332iApproximate average salary by contribution assumption: employee only about $333,292 at 4% or $222,194 at 6%; with 50% employer match about $222,194 at 4% or $148,130 at 6%; with 100% employer match about $166,646 at 4% or $111,097 at 6%.
Sunpocket Management 401K Plan-3$857,019$39,995$13,332iApproximate average salary by contribution assumption: employee only about $333,292 at 4% or $222,194 at 6%; with 50% employer match about $222,194 at 4% or $148,130 at 6%; with 100% employer match about $166,646 at 4% or $111,097 at 6%.
201413$814,723$38,967$12,989iApproximate average salary by contribution assumption: employee only about $324,725 at 4% or $216,483 at 6%; with 50% employer match about $216,483 at 4% or $144,322 at 6%; with 100% employer match about $162,363 at 4% or $108,242 at 6%.
Sunpocket Management 401K Plan-3$814,723$38,967$12,989iApproximate average salary by contribution assumption: employee only about $324,725 at 4% or $216,483 at 6%; with 50% employer match about $216,483 at 4% or $144,322 at 6%; with 100% employer match about $162,363 at 4% or $108,242 at 6%.
201313$735,224$39,760$13,253iApproximate average salary by contribution assumption: employee only about $331,333 at 4% or $220,889 at 6%; with 50% employer match about $220,889 at 4% or $147,259 at 6%; with 100% employer match about $165,667 at 4% or $110,444 at 6%.
Sunpocket Management 401K Plan-3$735,224$39,760$13,253iApproximate average salary by contribution assumption: employee only about $331,333 at 4% or $220,889 at 6%; with 50% employer match about $220,889 at 4% or $147,259 at 6%; with 100% employer match about $165,667 at 4% or $110,444 at 6%.
201213$538,898$30,688$10,229iApproximate average salary by contribution assumption: employee only about $255,733 at 4% or $170,489 at 6%; with 50% employer match about $170,489 at 4% or $113,659 at 6%; with 100% employer match about $127,867 at 4% or $85,244 at 6%.
Sunpocket Management 401K Plan-3$538,898$30,688$10,229iApproximate average salary by contribution assumption: employee only about $255,733 at 4% or $170,489 at 6%; with 50% employer match about $170,489 at 4% or $113,659 at 6%; with 100% employer match about $127,867 at 4% or $85,244 at 6%.
201113$434,333$27,163$9,054iApproximate average salary by contribution assumption: employee only about $226,358 at 4% or $150,906 at 6%; with 50% employer match about $150,906 at 4% or $100,604 at 6%; with 100% employer match about $113,179 at 4% or $75,453 at 6%.
Sunpocket Management 401K Plan-3$434,333$27,163$9,054iApproximate average salary by contribution assumption: employee only about $226,358 at 4% or $150,906 at 6%; with 50% employer match about $150,906 at 4% or $100,604 at 6%; with 100% employer match about $113,179 at 4% or $75,453 at 6%.
201013$424,248$36,903$12,301iApproximate average salary by contribution assumption: employee only about $307,525 at 4% or $205,017 at 6%; with 50% employer match about $205,017 at 4% or $136,678 at 6%; with 100% employer match about $153,763 at 4% or $102,508 at 6%.
Sunpocket Management 401K Plan-3$424,248$36,903$12,301iApproximate average salary by contribution assumption: employee only about $307,525 at 4% or $205,017 at 6%; with 50% employer match about $205,017 at 4% or $136,678 at 6%; with 100% employer match about $153,763 at 4% or $102,508 at 6%.
200913$334,737$40,045$13,348iApproximate average salary by contribution assumption: employee only about $333,708 at 4% or $222,472 at 6%; with 50% employer match about $222,472 at 4% or $148,315 at 6%; with 100% employer match about $166,854 at 4% or $111,236 at 6%.
Sunpocket Management 401K Plan-3$334,737$40,045$13,348iApproximate average salary by contribution assumption: employee only about $333,708 at 4% or $222,472 at 6%; with 50% employer match about $222,472 at 4% or $148,315 at 6%; with 100% employer match about $166,854 at 4% or $111,236 at 6%.
200813$211,769$38,136$12,712iApproximate average salary by contribution assumption: employee only about $317,800 at 4% or $211,867 at 6%; with 50% employer match about $211,867 at 4% or $141,244 at 6%; with 100% employer match about $158,900 at 4% or $105,933 at 6%.
Sunpocket Management 401K Plan-3$211,769$38,136$12,712iApproximate average salary by contribution assumption: employee only about $317,800 at 4% or $211,867 at 6%; with 50% employer match about $211,867 at 4% or $141,244 at 6%; with 100% employer match about $158,900 at 4% or $105,933 at 6%.
200713$0$0-
Sunpocket Management 401K Plan-3---
200614$251,872$21,960$5,490iApproximate average salary by contribution assumption: employee only about $137,250 at 4% or $91,500 at 6%; with 50% employer match about $91,500 at 4% or $61,000 at 6%; with 100% employer match about $68,625 at 4% or $45,750 at 6%.
Sunpocket Management 401K Plan-4$251,872$21,960$5,490iApproximate average salary by contribution assumption: employee only about $137,250 at 4% or $91,500 at 6%; with 50% employer match about $91,500 at 4% or $61,000 at 6%; with 100% employer match about $68,625 at 4% or $45,750 at 6%.