Civic Intelligence

SIZEMORE SECURITIES INTL, INC.

Plan context: Sizemore Securities International Inc. Employees 401K Plan

EIN 58-1026894 • 38 filings • 13 plans

Current Snapshot

Latest Year

2024

2024 Participants

9,520

2024 Assets

$4,117,088

2024 Contributions

$582,875

Historical Graphs

Total Assets Over Time

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

$4,143,958$2,071,979$0199920122024YearValue
$4,117,088Latest year 2024

Participants Over Time

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

9,5204,7600199920122024YearValue
9,520Latest 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
202439,520$4,117,088$582,875$61iApproximate average salary by contribution assumption: employee only about $1,531 at 4% or $1,020 at 6%; with 50% employer match about $1,020 at 4% or $680 at 6%; with 100% employer match about $765 at 4% or $510 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-9,520$4,117,088$582,875$61iApproximate average salary by contribution assumption: employee only about $1,531 at 4% or $1,020 at 6%; with 50% employer match about $1,020 at 4% or $680 at 6%; with 100% employer match about $765 at 4% or $510 at 6%.
Sizemore Inc. Group Insurance Benefits Plan-395---
Sizemore Inc Group Insurance Medical Benefit Plan-164---
202326,790$3,229,136$463,658$68iApproximate average salary by contribution assumption: employee only about $1,707 at 4% or $1,138 at 6%; with 50% employer match about $1,138 at 4% or $759 at 6%; with 100% employer match about $854 at 4% or $569 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-6,790$3,229,136$463,658$68iApproximate average salary by contribution assumption: employee only about $1,707 at 4% or $1,138 at 6%; with 50% employer match about $1,138 at 4% or $759 at 6%; with 100% employer match about $854 at 4% or $569 at 6%.
Sizemore Inc. Group Insurance Benefits Plan-231---
202232,402$3,002,052$1,055,914$440iApproximate average salary by contribution assumption: employee only about $10,990 at 4% or $7,327 at 6%; with 50% employer match about $7,327 at 4% or $4,884 at 6%; with 100% employer match about $5,495 at 4% or $3,663 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,402$2,872,336$376,693$157iApproximate average salary by contribution assumption: employee only about $3,921 at 4% or $2,614 at 6%; with 50% employer match about $2,614 at 4% or $1,742 at 6%; with 100% employer match about $1,960 at 4% or $1,307 at 6%.
SIZEMORE, INC. EMPLOYEE BENEFIT PLAN-58$129,716$679,221$11,711iApproximate average salary by contribution assumption: employee only about $292,768 at 4% or $195,178 at 6%; with 50% employer match about $195,178 at 4% or $130,119 at 6%; with 100% employer match about $146,384 at 4% or $97,589 at 6%.
SIZEMORE, INC. GROUP INSURANCE PLAN-207---
202132,462$3,222,066$1,027,154$417iApproximate average salary by contribution assumption: employee only about $10,430 at 4% or $6,953 at 6%; with 50% employer match about $6,953 at 4% or $4,636 at 6%; with 100% employer match about $5,215 at 4% or $3,477 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,462$3,197,944$418,933$170iApproximate average salary by contribution assumption: employee only about $4,254 at 4% or $2,836 at 6%; with 50% employer match about $2,836 at 4% or $1,891 at 6%; with 100% employer match about $2,127 at 4% or $1,418 at 6%.
SIZEMORE, INC. EMPLOYEE BENEFIT PLAN-65$24,122$608,221$9,357iApproximate average salary by contribution assumption: employee only about $233,931 at 4% or $155,954 at 6%; with 50% employer match about $155,954 at 4% or $103,969 at 6%; with 100% employer match about $116,966 at 4% or $77,977 at 6%.
SIZEMORE, INC. GROUP INSURANCE PLAN-227---
202042,612$2,453,441$605,922$232iApproximate average salary by contribution assumption: employee only about $5,799 at 4% or $3,866 at 6%; with 50% employer match about $3,866 at 4% or $2,578 at 6%; with 100% employer match about $2,900 at 4% or $1,933 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,612$2,453,441$605,922$232iApproximate average salary by contribution assumption: employee only about $5,799 at 4% or $3,866 at 6%; with 50% employer match about $3,866 at 4% or $2,578 at 6%; with 100% employer match about $2,900 at 4% or $1,933 at 6%.
SIZEMORE, INC. HEALTH, DENTAL, VISION, AND LIFE BENEFITS PLAN-99---
SIZEMORE, INC. HEALTH, DENTAL, AND VISION BENEFITS PLAN-126---
SIZEMORE, INC. ANCILLARY BENEFITS PLAN-152---
201932,056$4,143,958$486,924$237iApproximate average salary by contribution assumption: employee only about $5,921 at 4% or $3,947 at 6%; with 50% employer match about $3,947 at 4% or $2,631 at 6%; with 100% employer match about $2,960 at 4% or $1,974 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,056$2,071,979$243,462$118iApproximate average salary by contribution assumption: employee only about $2,960 at 4% or $1,974 at 6%; with 50% employer match about $1,974 at 4% or $1,316 at 6%; with 100% employer match about $1,480 at 4% or $987 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,056$2,071,979$243,462$118iApproximate average salary by contribution assumption: employee only about $2,960 at 4% or $1,974 at 6%; with 50% employer match about $1,974 at 4% or $1,316 at 6%; with 100% employer match about $1,480 at 4% or $987 at 6%.
SIZEMORE, INC. HEALTH, DENTAL, VISION, AND LIFE BENEFITS PLAN-111---
201811,559$1,619,664$200,990$129iApproximate average salary by contribution assumption: employee only about $3,223 at 4% or $2,149 at 6%; with 50% employer match about $2,149 at 4% or $1,432 at 6%; with 100% employer match about $1,612 at 4% or $1,074 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-1,559$1,619,664$200,990$129iApproximate average salary by contribution assumption: employee only about $3,223 at 4% or $2,149 at 6%; with 50% employer match about $2,149 at 4% or $1,432 at 6%; with 100% employer match about $1,612 at 4% or $1,074 at 6%.
201712,227$1,683,685$224,632$101iApproximate average salary by contribution assumption: employee only about $2,522 at 4% or $1,681 at 6%; with 50% employer match about $1,681 at 4% or $1,121 at 6%; with 100% employer match about $1,261 at 4% or $841 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,227$1,683,685$224,632$101iApproximate average salary by contribution assumption: employee only about $2,522 at 4% or $1,681 at 6%; with 50% employer match about $1,681 at 4% or $1,121 at 6%; with 100% employer match about $1,261 at 4% or $841 at 6%.
201611,735$1,253,475$193,230$111iApproximate average salary by contribution assumption: employee only about $2,784 at 4% or $1,856 at 6%; with 50% employer match about $1,856 at 4% or $1,237 at 6%; with 100% employer match about $1,392 at 4% or $928 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-1,735$1,253,475$193,230$111iApproximate average salary by contribution assumption: employee only about $2,784 at 4% or $1,856 at 6%; with 50% employer match about $1,856 at 4% or $1,237 at 6%; with 100% employer match about $1,392 at 4% or $928 at 6%.
201512,209$1,072,810$130,129$59iApproximate average salary by contribution assumption: employee only about $1,473 at 4% or $982 at 6%; with 50% employer match about $982 at 4% or $655 at 6%; with 100% employer match about $736 at 4% or $491 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,209$1,072,810$130,129$59iApproximate average salary by contribution assumption: employee only about $1,473 at 4% or $982 at 6%; with 50% employer match about $982 at 4% or $655 at 6%; with 100% employer match about $736 at 4% or $491 at 6%.
201412,216$974,787$123,199$56iApproximate average salary by contribution assumption: employee only about $1,390 at 4% or $927 at 6%; with 50% employer match about $927 at 4% or $618 at 6%; with 100% employer match about $695 at 4% or $463 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,216$974,787$123,199$56iApproximate average salary by contribution assumption: employee only about $1,390 at 4% or $927 at 6%; with 50% employer match about $927 at 4% or $618 at 6%; with 100% employer match about $695 at 4% or $463 at 6%.
201312,054$1,185,623$178,433$87iApproximate average salary by contribution assumption: employee only about $2,172 at 4% or $1,448 at 6%; with 50% employer match about $1,448 at 4% or $965 at 6%; with 100% employer match about $1,086 at 4% or $724 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,054$1,185,623$178,433$87iApproximate average salary by contribution assumption: employee only about $2,172 at 4% or $1,448 at 6%; with 50% employer match about $1,448 at 4% or $965 at 6%; with 100% employer match about $1,086 at 4% or $724 at 6%.
201211,944$1,063,167$143,863$74iApproximate average salary by contribution assumption: employee only about $1,850 at 4% or $1,233 at 6%; with 50% employer match about $1,233 at 4% or $822 at 6%; with 100% employer match about $925 at 4% or $617 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-1,944$1,063,167$143,863$74iApproximate average salary by contribution assumption: employee only about $1,850 at 4% or $1,233 at 6%; with 50% employer match about $1,233 at 4% or $822 at 6%; with 100% employer match about $925 at 4% or $617 at 6%.
201111,075$867,207$127,618$119iApproximate average salary by contribution assumption: employee only about $2,968 at 4% or $1,979 at 6%; with 50% employer match about $1,979 at 4% or $1,319 at 6%; with 100% employer match about $1,484 at 4% or $989 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-1,075$867,207$127,618$119iApproximate average salary by contribution assumption: employee only about $2,968 at 4% or $1,979 at 6%; with 50% employer match about $1,979 at 4% or $1,319 at 6%; with 100% employer match about $1,484 at 4% or $989 at 6%.
20101932$873,377$126,976$136iApproximate average salary by contribution assumption: employee only about $3,406 at 4% or $2,271 at 6%; with 50% employer match about $2,271 at 4% or $1,514 at 6%; with 100% employer match about $1,703 at 4% or $1,135 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-932$873,377$126,976$136iApproximate average salary by contribution assumption: employee only about $3,406 at 4% or $2,271 at 6%; with 50% employer match about $2,271 at 4% or $1,514 at 6%; with 100% employer match about $1,703 at 4% or $1,135 at 6%.
20091941$784,794$137,582$146iApproximate average salary by contribution assumption: employee only about $3,655 at 4% or $2,437 at 6%; with 50% employer match about $2,437 at 4% or $1,625 at 6%; with 100% employer match about $1,828 at 4% or $1,218 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-941$784,794$137,582$146iApproximate average salary by contribution assumption: employee only about $3,655 at 4% or $2,437 at 6%; with 50% employer match about $2,437 at 4% or $1,625 at 6%; with 100% employer match about $1,828 at 4% or $1,218 at 6%.
20081994$605,375$190,180$191iApproximate average salary by contribution assumption: employee only about $4,783 at 4% or $3,189 at 6%; with 50% employer match about $3,189 at 4% or $2,126 at 6%; with 100% employer match about $2,392 at 4% or $1,594 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-994$605,375$190,180$191iApproximate average salary by contribution assumption: employee only about $4,783 at 4% or $3,189 at 6%; with 50% employer match about $3,189 at 4% or $2,126 at 6%; with 100% employer match about $2,392 at 4% or $1,594 at 6%.
200711,074$844,054$138,192$129iApproximate average salary by contribution assumption: employee only about $3,217 at 4% or $2,145 at 6%; with 50% employer match about $2,145 at 4% or $1,430 at 6%; with 100% employer match about $1,608 at 4% or $1,072 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-1,074$844,054$138,192$129iApproximate average salary by contribution assumption: employee only about $3,217 at 4% or $2,145 at 6%; with 50% employer match about $2,145 at 4% or $1,430 at 6%; with 100% employer match about $1,608 at 4% or $1,072 at 6%.
200611,008$788,540$136,320$135iApproximate average salary by contribution assumption: employee only about $3,381 at 4% or $2,254 at 6%; with 50% employer match about $2,254 at 4% or $1,503 at 6%; with 100% employer match about $1,690 at 4% or $1,127 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-1,008$788,540$136,320$135iApproximate average salary by contribution assumption: employee only about $3,381 at 4% or $2,254 at 6%; with 50% employer match about $2,254 at 4% or $1,503 at 6%; with 100% employer match about $1,690 at 4% or $1,127 at 6%.
20051992$629,611$100,836$102iApproximate average salary by contribution assumption: employee only about $2,541 at 4% or $1,694 at 6%; with 50% employer match about $1,694 at 4% or $1,129 at 6%; with 100% employer match about $1,271 at 4% or $847 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-992$629,611$100,836$102iApproximate average salary by contribution assumption: employee only about $2,541 at 4% or $1,694 at 6%; with 50% employer match about $1,694 at 4% or $1,129 at 6%; with 100% employer match about $1,271 at 4% or $847 at 6%.
200412,900$713,345$113,024$39iApproximate average salary by contribution assumption: employee only about $974 at 4% or $650 at 6%; with 50% employer match about $650 at 4% or $433 at 6%; with 100% employer match about $487 at 4% or $325 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,900$713,345$113,024$39iApproximate average salary by contribution assumption: employee only about $974 at 4% or $650 at 6%; with 50% employer match about $650 at 4% or $433 at 6%; with 100% employer match about $487 at 4% or $325 at 6%.
200312,952$613,298$115,491$39iApproximate average salary by contribution assumption: employee only about $978 at 4% or $652 at 6%; with 50% employer match about $652 at 4% or $435 at 6%; with 100% employer match about $489 at 4% or $326 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,952$613,298$115,491$39iApproximate average salary by contribution assumption: employee only about $978 at 4% or $652 at 6%; with 50% employer match about $652 at 4% or $435 at 6%; with 100% employer match about $489 at 4% or $326 at 6%.
200213,032$452,030$97,004$32iApproximate average salary by contribution assumption: employee only about $800 at 4% or $533 at 6%; with 50% employer match about $533 at 4% or $355 at 6%; with 100% employer match about $400 at 4% or $267 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-3,032$452,030$97,004$32iApproximate average salary by contribution assumption: employee only about $800 at 4% or $533 at 6%; with 50% employer match about $533 at 4% or $355 at 6%; with 100% employer match about $400 at 4% or $267 at 6%.
200112,279$405,617$92,755$41iApproximate average salary by contribution assumption: employee only about $1,017 at 4% or $678 at 6%; with 50% employer match about $678 at 4% or $452 at 6%; with 100% employer match about $509 at 4% or $339 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-2,279$405,617$92,755$41iApproximate average salary by contribution assumption: employee only about $1,017 at 4% or $678 at 6%; with 50% employer match about $678 at 4% or $452 at 6%; with 100% employer match about $509 at 4% or $339 at 6%.
20001768$0$0-
Sizemore Securities International Inc. Employees 401K Plan-768---
19991769$360,628$121,412$158iApproximate average salary by contribution assumption: employee only about $3,947 at 4% or $2,631 at 6%; with 50% employer match about $2,631 at 4% or $1,754 at 6%; with 100% employer match about $1,974 at 4% or $1,316 at 6%.
Sizemore Securities International Inc. Employees 401K Plan-769$360,628$121,412$158iApproximate average salary by contribution assumption: employee only about $3,947 at 4% or $2,631 at 6%; with 50% employer match about $2,631 at 4% or $1,754 at 6%; with 100% employer match about $1,974 at 4% or $1,316 at 6%.