Civic Intelligence

Sumwalt Associates Inc

Plan context: Sumwalt Associates Inc 401(K) Plan and Trust

EIN 58-2296660 • Columbia, SC • 23 filings • 5 plans

P.O. Box 65763800 Forest Drive, Suite A-101Columbia, SC 29260
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$1,466,007

2022 Contributions

$8,507

Historical Graphs

Total Assets Over Time

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

$1,683,273$841,637$0200020112021YearValue
$1,466,007Latest year 2021

Participants Over Time

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

27140200020112021YearValue
9Latest year 2021

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
202210$0$8,507-
Sumwalt Associates Inc 401(K) Plan and Trust-0$0$8,507-
202119$1,466,007$58,856$6,540iApproximate average salary by contribution assumption: employee only about $163,489 at 4% or $108,993 at 6%; with 50% employer match about $108,993 at 4% or $72,662 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-9$1,466,007$58,856$6,540iApproximate average salary by contribution assumption: employee only about $163,489 at 4% or $108,993 at 6%; with 50% employer match about $108,993 at 4% or $72,662 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%.
2020111$1,683,273$64,777$5,889iApproximate average salary by contribution assumption: employee only about $147,220 at 4% or $98,147 at 6%; with 50% employer match about $98,147 at 4% or $65,431 at 6%; with 100% employer match about $73,610 at 4% or $49,073 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-11$1,683,273$64,777$5,889iApproximate average salary by contribution assumption: employee only about $147,220 at 4% or $98,147 at 6%; with 50% employer match about $98,147 at 4% or $65,431 at 6%; with 100% employer match about $73,610 at 4% or $49,073 at 6%.
2019111$1,370,997$44,008$4,001iApproximate average salary by contribution assumption: employee only about $100,018 at 4% or $66,679 at 6%; with 50% employer match about $66,679 at 4% or $44,453 at 6%; with 100% employer match about $50,009 at 4% or $33,339 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-11$1,370,997$44,008$4,001iApproximate average salary by contribution assumption: employee only about $100,018 at 4% or $66,679 at 6%; with 50% employer match about $66,679 at 4% or $44,453 at 6%; with 100% employer match about $50,009 at 4% or $33,339 at 6%.
2018111$1,086,749$45,103$4,100iApproximate average salary by contribution assumption: employee only about $102,507 at 4% or $68,338 at 6%; with 50% employer match about $68,338 at 4% or $45,559 at 6%; with 100% employer match about $51,253 at 4% or $34,169 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-11$1,086,749$45,103$4,100iApproximate average salary by contribution assumption: employee only about $102,507 at 4% or $68,338 at 6%; with 50% employer match about $68,338 at 4% or $45,559 at 6%; with 100% employer match about $51,253 at 4% or $34,169 at 6%.
2017113$1,580,240$68,961$5,305iApproximate average salary by contribution assumption: employee only about $132,617 at 4% or $88,412 at 6%; with 50% employer match about $88,412 at 4% or $58,941 at 6%; with 100% employer match about $66,309 at 4% or $44,206 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-13$1,580,240$68,961$5,305iApproximate average salary by contribution assumption: employee only about $132,617 at 4% or $88,412 at 6%; with 50% employer match about $88,412 at 4% or $58,941 at 6%; with 100% employer match about $66,309 at 4% or $44,206 at 6%.
2016114$1,512,376$36,107$2,579iApproximate average salary by contribution assumption: employee only about $64,477 at 4% or $42,985 at 6%; with 50% employer match about $42,985 at 4% or $28,656 at 6%; with 100% employer match about $32,238 at 4% or $21,492 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-14$1,512,376$36,107$2,579iApproximate average salary by contribution assumption: employee only about $64,477 at 4% or $42,985 at 6%; with 50% employer match about $42,985 at 4% or $28,656 at 6%; with 100% employer match about $32,238 at 4% or $21,492 at 6%.
2015114$1,402,273$40,324$2,880iApproximate average salary by contribution assumption: employee only about $72,007 at 4% or $48,005 at 6%; with 50% employer match about $48,005 at 4% or $32,003 at 6%; with 100% employer match about $36,004 at 4% or $24,002 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-14$1,402,273$40,324$2,880iApproximate average salary by contribution assumption: employee only about $72,007 at 4% or $48,005 at 6%; with 50% employer match about $48,005 at 4% or $32,003 at 6%; with 100% employer match about $36,004 at 4% or $24,002 at 6%.
2014115$1,364,278$52,307$3,487iApproximate average salary by contribution assumption: employee only about $87,178 at 4% or $58,119 at 6%; with 50% employer match about $58,119 at 4% or $38,746 at 6%; with 100% employer match about $43,589 at 4% or $29,059 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-15$1,364,278$52,307$3,487iApproximate average salary by contribution assumption: employee only about $87,178 at 4% or $58,119 at 6%; with 50% employer match about $58,119 at 4% or $38,746 at 6%; with 100% employer match about $43,589 at 4% or $29,059 at 6%.
2013115$1,531,655$51,464$3,431iApproximate average salary by contribution assumption: employee only about $85,773 at 4% or $57,182 at 6%; with 50% employer match about $57,182 at 4% or $38,121 at 6%; with 100% employer match about $42,887 at 4% or $28,591 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-15$1,531,655$51,464$3,431iApproximate average salary by contribution assumption: employee only about $85,773 at 4% or $57,182 at 6%; with 50% employer match about $57,182 at 4% or $38,121 at 6%; with 100% employer match about $42,887 at 4% or $28,591 at 6%.
2012115$1,251,834$52,811$3,521iApproximate average salary by contribution assumption: employee only about $88,018 at 4% or $58,679 at 6%; with 50% employer match about $58,679 at 4% or $39,119 at 6%; with 100% employer match about $44,009 at 4% or $29,339 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-15$1,251,834$52,811$3,521iApproximate average salary by contribution assumption: employee only about $88,018 at 4% or $58,679 at 6%; with 50% employer match about $58,679 at 4% or $39,119 at 6%; with 100% employer match about $44,009 at 4% or $29,339 at 6%.
2011118$1,397,125$95,285$5,294iApproximate average salary by contribution assumption: employee only about $132,340 at 4% or $88,227 at 6%; with 50% employer match about $88,227 at 4% or $58,818 at 6%; with 100% employer match about $66,170 at 4% or $44,113 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-18$1,397,125$95,285$5,294iApproximate average salary by contribution assumption: employee only about $132,340 at 4% or $88,227 at 6%; with 50% employer match about $88,227 at 4% or $58,818 at 6%; with 100% employer match about $66,170 at 4% or $44,113 at 6%.
2010119$1,540,768$108,106$5,690iApproximate average salary by contribution assumption: employee only about $142,245 at 4% or $94,830 at 6%; with 50% employer match about $94,830 at 4% or $63,220 at 6%; with 100% employer match about $71,122 at 4% or $47,415 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-19$1,540,768$108,106$5,690iApproximate average salary by contribution assumption: employee only about $142,245 at 4% or $94,830 at 6%; with 50% employer match about $94,830 at 4% or $63,220 at 6%; with 100% employer match about $71,122 at 4% or $47,415 at 6%.
2009123$1,392,979$176,819$7,688iApproximate average salary by contribution assumption: employee only about $192,195 at 4% or $128,130 at 6%; with 50% employer match about $128,130 at 4% or $85,420 at 6%; with 100% employer match about $96,097 at 4% or $64,065 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-23$1,392,979$176,819$7,688iApproximate average salary by contribution assumption: employee only about $192,195 at 4% or $128,130 at 6%; with 50% employer match about $128,130 at 4% or $85,420 at 6%; with 100% employer match about $96,097 at 4% or $64,065 at 6%.
2008127$1,024,787$168,353$6,235iApproximate average salary by contribution assumption: employee only about $155,882 at 4% or $103,922 at 6%; with 50% employer match about $103,922 at 4% or $69,281 at 6%; with 100% employer match about $77,941 at 4% or $51,961 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-27$1,024,787$168,353$6,235iApproximate average salary by contribution assumption: employee only about $155,882 at 4% or $103,922 at 6%; with 50% employer match about $103,922 at 4% or $69,281 at 6%; with 100% employer match about $77,941 at 4% or $51,961 at 6%.
2007123$1,411,361$148,658$6,463iApproximate average salary by contribution assumption: employee only about $161,585 at 4% or $107,723 at 6%; with 50% employer match about $107,723 at 4% or $71,815 at 6%; with 100% employer match about $80,792 at 4% or $53,862 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-23$1,411,361$148,658$6,463iApproximate average salary by contribution assumption: employee only about $161,585 at 4% or $107,723 at 6%; with 50% employer match about $107,723 at 4% or $71,815 at 6%; with 100% employer match about $80,792 at 4% or $53,862 at 6%.
2006121$1,127,156$138,947$6,617iApproximate average salary by contribution assumption: employee only about $165,413 at 4% or $110,275 at 6%; with 50% employer match about $110,275 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-21$1,127,156$138,947$6,617iApproximate average salary by contribution assumption: employee only about $165,413 at 4% or $110,275 at 6%; with 50% employer match about $110,275 at 4% or $73,517 at 6%; with 100% employer match about $82,707 at 4% or $55,138 at 6%.
2005123$880,251$134,453$5,846iApproximate average salary by contribution assumption: employee only about $146,145 at 4% or $97,430 at 6%; with 50% employer match about $97,430 at 4% or $64,953 at 6%; with 100% employer match about $73,072 at 4% or $48,715 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-23$880,251$134,453$5,846iApproximate average salary by contribution assumption: employee only about $146,145 at 4% or $97,430 at 6%; with 50% employer match about $97,430 at 4% or $64,953 at 6%; with 100% employer match about $73,072 at 4% or $48,715 at 6%.
2004123$700,590$120,402$5,235iApproximate average salary by contribution assumption: employee only about $130,872 at 4% or $87,248 at 6%; with 50% employer match about $87,248 at 4% or $58,165 at 6%; with 100% employer match about $65,436 at 4% or $43,624 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-23$700,590$120,402$5,235iApproximate average salary by contribution assumption: employee only about $130,872 at 4% or $87,248 at 6%; with 50% employer match about $87,248 at 4% or $58,165 at 6%; with 100% employer match about $65,436 at 4% or $43,624 at 6%.
2003123$561,640$110,564$4,807iApproximate average salary by contribution assumption: employee only about $120,178 at 4% or $80,119 at 6%; with 50% employer match about $80,119 at 4% or $53,413 at 6%; with 100% employer match about $60,089 at 4% or $40,059 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-23$561,640$110,564$4,807iApproximate average salary by contribution assumption: employee only about $120,178 at 4% or $80,119 at 6%; with 50% employer match about $80,119 at 4% or $53,413 at 6%; with 100% employer match about $60,089 at 4% or $40,059 at 6%.
2002121$374,740$111,914$5,329iApproximate average salary by contribution assumption: employee only about $133,231 at 4% or $88,821 at 6%; with 50% employer match about $88,821 at 4% or $59,214 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-21$374,740$111,914$5,329iApproximate average salary by contribution assumption: employee only about $133,231 at 4% or $88,821 at 6%; with 50% employer match about $88,821 at 4% or $59,214 at 6%; with 100% employer match about $66,615 at 4% or $44,410 at 6%.
2001120$0$0-
Sumwalt Associates Inc 401(K) Plan and Trust-20---
2000123$356,623$52,623$2,288iApproximate average salary by contribution assumption: employee only about $57,199 at 4% or $38,133 at 6%; with 50% employer match about $38,133 at 4% or $25,422 at 6%; with 100% employer match about $28,599 at 4% or $19,066 at 6%.
Sumwalt Associates Inc 401(K) Plan and Trust-23$356,623$52,623$2,288iApproximate average salary by contribution assumption: employee only about $57,199 at 4% or $38,133 at 6%; with 50% employer match about $38,133 at 4% or $25,422 at 6%; with 100% employer match about $28,599 at 4% or $19,066 at 6%.