Sarasota Welfare Home Inc.
Plan context: Pines of Sarasota 401K Plan
EIN 59-0700567 • 27 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
235
2023 Assets
$5,177,772
2023 Contributions
$378,085
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 235 | $5,177,772 | $378,085 | $1,609iApproximate average salary by contribution assumption: employee only about $40,222 at 4% or $26,815 at 6%; with 50% employer match about $26,815 at 4% or $17,876 at 6%; with 100% employer match about $20,111 at 4% or $13,407 at 6%. |
| Pines of Sarasota 401K Plan | - | 235 | $5,177,772 | $378,085 | $1,609iApproximate average salary by contribution assumption: employee only about $40,222 at 4% or $26,815 at 6%; with 50% employer match about $26,815 at 4% or $17,876 at 6%; with 100% employer match about $20,111 at 4% or $13,407 at 6%. |
| 2022 | 1 | 122 | $4,577,742 | $344,236 | $2,822iApproximate average salary by contribution assumption: employee only about $70,540 at 4% or $47,027 at 6%; with 50% employer match about $47,027 at 4% or $31,351 at 6%; with 100% employer match about $35,270 at 4% or $23,513 at 6%. |
| Pines of Sarasota 401K Plan | - | 122 | $4,577,742 | $344,236 | $2,822iApproximate average salary by contribution assumption: employee only about $70,540 at 4% or $47,027 at 6%; with 50% employer match about $47,027 at 4% or $31,351 at 6%; with 100% employer match about $35,270 at 4% or $23,513 at 6%. |
| 2021 | 1 | 221 | $5,480,384 | $264,210 | $1,196iApproximate average salary by contribution assumption: employee only about $29,888 at 4% or $19,925 at 6%; with 50% employer match about $19,925 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%. |
| Pines of Sarasota 401K Plan | - | 221 | $5,480,384 | $264,210 | $1,196iApproximate average salary by contribution assumption: employee only about $29,888 at 4% or $19,925 at 6%; with 50% employer match about $19,925 at 4% or $13,284 at 6%; with 100% employer match about $14,944 at 4% or $9,963 at 6%. |
| 2020 | 1 | 283 | $5,130,690 | $433,317 | $1,531iApproximate average salary by contribution assumption: employee only about $38,279 at 4% or $25,519 at 6%; with 50% employer match about $25,519 at 4% or $17,013 at 6%; with 100% employer match about $19,139 at 4% or $12,760 at 6%. |
| Pines of Sarasota 401K Plan | - | 283 | $5,130,690 | $433,317 | $1,531iApproximate average salary by contribution assumption: employee only about $38,279 at 4% or $25,519 at 6%; with 50% employer match about $25,519 at 4% or $17,013 at 6%; with 100% employer match about $19,139 at 4% or $12,760 at 6%. |
| 2019 | 1 | 364 | $5,207,629 | $639,866 | $1,758iApproximate average salary by contribution assumption: employee only about $43,947 at 4% or $29,298 at 6%; with 50% employer match about $29,298 at 4% or $19,532 at 6%; with 100% employer match about $21,973 at 4% or $14,649 at 6%. |
| Pines of Sarasota 401K Plan | - | 364 | $5,207,629 | $639,866 | $1,758iApproximate average salary by contribution assumption: employee only about $43,947 at 4% or $29,298 at 6%; with 50% employer match about $29,298 at 4% or $19,532 at 6%; with 100% employer match about $21,973 at 4% or $14,649 at 6%. |
| 2018 | 1 | 488 | $4,821,906 | $585,674 | $1,200iApproximate average salary by contribution assumption: employee only about $30,004 at 4% or $20,003 at 6%; with 50% employer match about $20,003 at 4% or $13,335 at 6%; with 100% employer match about $15,002 at 4% or $10,001 at 6%. |
| Pines of Sarasota 401K Plan | - | 488 | $4,821,906 | $585,674 | $1,200iApproximate average salary by contribution assumption: employee only about $30,004 at 4% or $20,003 at 6%; with 50% employer match about $20,003 at 4% or $13,335 at 6%; with 100% employer match about $15,002 at 4% or $10,001 at 6%. |
| 2017 | 1 | 395 | $5,350,280 | $551,844 | $1,397iApproximate average salary by contribution assumption: employee only about $34,927 at 4% or $23,285 at 6%; with 50% employer match about $23,285 at 4% or $15,523 at 6%; with 100% employer match about $17,463 at 4% or $11,642 at 6%. |
| Pines of Sarasota 401K Plan | - | 395 | $5,350,280 | $551,844 | $1,397iApproximate average salary by contribution assumption: employee only about $34,927 at 4% or $23,285 at 6%; with 50% employer match about $23,285 at 4% or $15,523 at 6%; with 100% employer match about $17,463 at 4% or $11,642 at 6%. |
| 2016 | 2 | 394 | $4,547,478 | $553,760 | $1,405iApproximate average salary by contribution assumption: employee only about $35,137 at 4% or $23,425 at 6%; with 50% employer match about $23,425 at 4% or $15,616 at 6%; with 100% employer match about $17,569 at 4% or $11,712 at 6%. |
| Pines of Sarasota 401K Plan | - | 394 | $4,547,478 | $553,760 | $1,405iApproximate average salary by contribution assumption: employee only about $35,137 at 4% or $23,425 at 6%; with 50% employer match about $23,425 at 4% or $15,616 at 6%; with 100% employer match about $17,569 at 4% or $11,712 at 6%. |
| Pines of Sarasota Employee Benefits Plan | - | 275 | - | - | - |
| 2015 | 2 | 413 | $4,774,219 | $610,462 | $1,478iApproximate average salary by contribution assumption: employee only about $36,953 at 4% or $24,635 at 6%; with 50% employer match about $24,635 at 4% or $16,424 at 6%; with 100% employer match about $18,476 at 4% or $12,318 at 6%. |
| Pines of Sarasota 401K Plan | - | 413 | $4,774,219 | $610,462 | $1,478iApproximate average salary by contribution assumption: employee only about $36,953 at 4% or $24,635 at 6%; with 50% employer match about $24,635 at 4% or $16,424 at 6%; with 100% employer match about $18,476 at 4% or $12,318 at 6%. |
| Pines of Sarasota Employee Benefits Plan | - | 208 | - | - | - |
| 2014 | 2 | 356 | $4,717,399 | $571,646 | $1,606iApproximate average salary by contribution assumption: employee only about $40,144 at 4% or $26,762 at 6%; with 50% employer match about $26,762 at 4% or $17,842 at 6%; with 100% employer match about $20,072 at 4% or $13,381 at 6%. |
| Pines of Sarasota 401K Plan | - | 356 | $4,717,399 | $571,646 | $1,606iApproximate average salary by contribution assumption: employee only about $40,144 at 4% or $26,762 at 6%; with 50% employer match about $26,762 at 4% or $17,842 at 6%; with 100% employer match about $20,072 at 4% or $13,381 at 6%. |
| Pines of Sarasota Employee Benefits Plan | - | 210 | - | - | - |
| 2013 | 2 | 392 | $4,338,826 | $465,095 | $1,186iApproximate average salary by contribution assumption: employee only about $29,662 at 4% or $19,774 at 6%; with 50% employer match about $19,774 at 4% or $13,183 at 6%; with 100% employer match about $14,831 at 4% or $9,887 at 6%. |
| Pines of Sarasota 401K Plan | - | 392 | $4,338,826 | $465,095 | $1,186iApproximate average salary by contribution assumption: employee only about $29,662 at 4% or $19,774 at 6%; with 50% employer match about $19,774 at 4% or $13,183 at 6%; with 100% employer match about $14,831 at 4% or $9,887 at 6%. |
| Pines of Sarasota Employee Benefits Plan | - | 242 | - | - | - |
| 2012 | 2 | 345 | $3,624,227 | $451,985 | $1,310iApproximate average salary by contribution assumption: employee only about $32,753 at 4% or $21,835 at 6%; with 50% employer match about $21,835 at 4% or $14,557 at 6%; with 100% employer match about $16,376 at 4% or $10,918 at 6%. |
| Pines of Sarasota 401K Plan | - | 345 | $3,624,227 | $451,985 | $1,310iApproximate average salary by contribution assumption: employee only about $32,753 at 4% or $21,835 at 6%; with 50% employer match about $21,835 at 4% or $14,557 at 6%; with 100% employer match about $16,376 at 4% or $10,918 at 6%. |
| Pines of Sarasota Employee Benefits Plan | - | 229 | - | - | - |
| 2011 | 1 | 361 | $3,157,474 | $458,175 | $1,269iApproximate average salary by contribution assumption: employee only about $31,730 at 4% or $21,153 at 6%; with 50% employer match about $21,153 at 4% or $14,102 at 6%; with 100% employer match about $15,865 at 4% or $10,577 at 6%. |
| Pines of Sarasota 401K Plan | - | 361 | $3,157,474 | $458,175 | $1,269iApproximate average salary by contribution assumption: employee only about $31,730 at 4% or $21,153 at 6%; with 50% employer match about $21,153 at 4% or $14,102 at 6%; with 100% employer match about $15,865 at 4% or $10,577 at 6%. |
| 2010 | 1 | 346 | $3,041,455 | $306,564 | $886iApproximate average salary by contribution assumption: employee only about $22,151 at 4% or $14,767 at 6%; with 50% employer match about $14,767 at 4% or $9,845 at 6%; with 100% employer match about $11,075 at 4% or $7,384 at 6%. |
| Pines of Sarasota 401K Plan | - | 346 | $3,041,455 | $306,564 | $886iApproximate average salary by contribution assumption: employee only about $22,151 at 4% or $14,767 at 6%; with 50% employer match about $14,767 at 4% or $9,845 at 6%; with 100% employer match about $11,075 at 4% or $7,384 at 6%. |
| 2009 | 1 | 339 | $2,610,669 | $276,302 | $815iApproximate average salary by contribution assumption: employee only about $20,376 at 4% or $13,584 at 6%; with 50% employer match about $13,584 at 4% or $9,056 at 6%; with 100% employer match about $10,188 at 4% or $6,792 at 6%. |
| Pines of Sarasota 401K Plan | - | 339 | $2,610,669 | $276,302 | $815iApproximate average salary by contribution assumption: employee only about $20,376 at 4% or $13,584 at 6%; with 50% employer match about $13,584 at 4% or $9,056 at 6%; with 100% employer match about $10,188 at 4% or $6,792 at 6%. |
| 2008 | 1 | 350 | $2,112,504 | $391,702 | $1,119iApproximate average salary by contribution assumption: employee only about $27,979 at 4% or $18,652 at 6%; with 50% employer match about $18,652 at 4% or $12,435 at 6%; with 100% employer match about $13,989 at 4% or $9,326 at 6%. |
| Pines of Sarasota 401K Plan | - | 350 | $2,112,504 | $391,702 | $1,119iApproximate average salary by contribution assumption: employee only about $27,979 at 4% or $18,652 at 6%; with 50% employer match about $18,652 at 4% or $12,435 at 6%; with 100% employer match about $13,989 at 4% or $9,326 at 6%. |
| 2007 | 1 | 342 | $2,689,640 | $423,883 | $1,239iApproximate average salary by contribution assumption: employee only about $30,986 at 4% or $20,657 at 6%; with 50% employer match about $20,657 at 4% or $13,771 at 6%; with 100% employer match about $15,493 at 4% or $10,329 at 6%. |
| Sarasota Welfare Home Inc. Employee Benefit Plan | - | 342 | $2,689,640 | $423,883 | $1,239iApproximate average salary by contribution assumption: employee only about $30,986 at 4% or $20,657 at 6%; with 50% employer match about $20,657 at 4% or $13,771 at 6%; with 100% employer match about $15,493 at 4% or $10,329 at 6%. |
| 2004 | 1 | 0 | $0 | $153,704 | - |
| PINES OF SARASOTA RETIREMENT PLAN | - | 0 | - | $153,704 | - |
| 2003 | 1 | 132 | $1,874,262 | $275,586 | $2,088iApproximate average salary by contribution assumption: employee only about $52,194 at 4% or $34,796 at 6%; with 50% employer match about $34,796 at 4% or $23,197 at 6%; with 100% employer match about $26,097 at 4% or $17,398 at 6%. |
| PINES OF SARASOTA RETIREMENT PLAN | - | 132 | $1,874,262 | $275,586 | $2,088iApproximate average salary by contribution assumption: employee only about $52,194 at 4% or $34,796 at 6%; with 50% employer match about $34,796 at 4% or $23,197 at 6%; with 100% employer match about $26,097 at 4% or $17,398 at 6%. |
| 2001 | 1 | 200 | $1,764,336 | $150,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| Sarasota Welfare Home Inc. Employee Benefit Plan | - | 200 | $1,764,336 | $150,000 | $750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%. |
| 2000 | 1 | 192 | $1,845,067 | $151,302 | $788iApproximate average salary by contribution assumption: employee only about $19,701 at 4% or $13,134 at 6%; with 50% employer match about $13,134 at 4% or $8,756 at 6%; with 100% employer match about $9,850 at 4% or $6,567 at 6%. |
| Sarasota Welfare Home Inc. Employee Benefit Plan | - | 192 | $1,845,067 | $151,302 | $788iApproximate average salary by contribution assumption: employee only about $19,701 at 4% or $13,134 at 6%; with 50% employer match about $13,134 at 4% or $8,756 at 6%; with 100% employer match about $9,850 at 4% or $6,567 at 6%. |
| 1999 | 1 | 185 | $2,223,655 | $150,000 | $811iApproximate average salary by contribution assumption: employee only about $20,270 at 4% or $13,514 at 6%; with 50% employer match about $13,514 at 4% or $9,009 at 6%; with 100% employer match about $10,135 at 4% or $6,757 at 6%. |
| Sarasota Welfare Home Inc. Employee Benefit Plan | - | 185 | $2,223,655 | $150,000 | $811iApproximate average salary by contribution assumption: employee only about $20,270 at 4% or $13,514 at 6%; with 50% employer match about $13,514 at 4% or $9,009 at 6%; with 100% employer match about $10,135 at 4% or $6,757 at 6%. |