Civic Intelligence

Saunders & Company Inc.

Plan context: Saunders & Company Income Preservation Plan

EIN 59-1911903 • Jacksonville, FL • 25 filings • 1 plans

233 East Bay Street, Suite 630Jacksonville, FL 32202
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$771,931

2024 Contributions

$98,579

Historical Graphs

Total Assets Over Time

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

$829,264$414,632$0200020122024YearValue
$771,931Latest year 2024

Participants Over Time

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

28140200020122024YearValue
28Latest 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
2024128$771,931$98,579$3,521iApproximate average salary by contribution assumption: employee only about $88,017 at 4% or $58,678 at 6%; with 50% employer match about $58,678 at 4% or $39,119 at 6%; with 100% employer match about $44,008 at 4% or $29,339 at 6%.
Saunders & Company Income Preservation Plan-28$771,931$98,579$3,521iApproximate average salary by contribution assumption: employee only about $88,017 at 4% or $58,678 at 6%; with 50% employer match about $58,678 at 4% or $39,119 at 6%; with 100% employer match about $44,008 at 4% or $29,339 at 6%.
2023127$637,099$118,136$4,375iApproximate average salary by contribution assumption: employee only about $109,385 at 4% or $72,923 at 6%; with 50% employer match about $72,923 at 4% or $48,616 at 6%; with 100% employer match about $54,693 at 4% or $36,462 at 6%.
Saunders & Company Income Preservation Plan-27$637,099$118,136$4,375iApproximate average salary by contribution assumption: employee only about $109,385 at 4% or $72,923 at 6%; with 50% employer match about $72,923 at 4% or $48,616 at 6%; with 100% employer match about $54,693 at 4% or $36,462 at 6%.
2022123$461,277$104,654$4,550iApproximate average salary by contribution assumption: employee only about $113,754 at 4% or $75,836 at 6%; with 50% employer match about $75,836 at 4% or $50,557 at 6%; with 100% employer match about $56,877 at 4% or $37,918 at 6%.
Saunders & Company Income Preservation Plan-23$461,277$104,654$4,550iApproximate average salary by contribution assumption: employee only about $113,754 at 4% or $75,836 at 6%; with 50% employer match about $75,836 at 4% or $50,557 at 6%; with 100% employer match about $56,877 at 4% or $37,918 at 6%.
202118$726,228$29,517$3,690iApproximate average salary by contribution assumption: employee only about $92,241 at 4% or $61,494 at 6%; with 50% employer match about $61,494 at 4% or $40,996 at 6%; with 100% employer match about $46,120 at 4% or $30,747 at 6%.
Saunders & Company Income Preservation Plan-8$726,228$29,517$3,690iApproximate average salary by contribution assumption: employee only about $92,241 at 4% or $61,494 at 6%; with 50% employer match about $61,494 at 4% or $40,996 at 6%; with 100% employer match about $46,120 at 4% or $30,747 at 6%.
202017$829,264$28,801$4,114iApproximate average salary by contribution assumption: employee only about $102,861 at 4% or $68,574 at 6%; with 50% employer match about $68,574 at 4% or $45,716 at 6%; with 100% employer match about $51,430 at 4% or $34,287 at 6%.
Saunders & Company Income Preservation Plan-7$829,264$28,801$4,114iApproximate average salary by contribution assumption: employee only about $102,861 at 4% or $68,574 at 6%; with 50% employer match about $68,574 at 4% or $45,716 at 6%; with 100% employer match about $51,430 at 4% or $34,287 at 6%.
201916$669,935$19,809$3,302iApproximate average salary by contribution assumption: employee only about $82,538 at 4% or $55,025 at 6%; with 50% employer match about $55,025 at 4% or $36,683 at 6%; with 100% employer match about $41,269 at 4% or $27,513 at 6%.
Saunders & Company Income Preservation Plan-6$669,935$19,809$3,302iApproximate average salary by contribution assumption: employee only about $82,538 at 4% or $55,025 at 6%; with 50% employer match about $55,025 at 4% or $36,683 at 6%; with 100% employer match about $41,269 at 4% or $27,513 at 6%.
201816$529,050$23,716$3,953iApproximate average salary by contribution assumption: employee only about $98,817 at 4% or $65,878 at 6%; with 50% employer match about $65,878 at 4% or $43,919 at 6%; with 100% employer match about $49,408 at 4% or $32,939 at 6%.
Saunders & Company Income Preservation Plan-6$529,050$23,716$3,953iApproximate average salary by contribution assumption: employee only about $98,817 at 4% or $65,878 at 6%; with 50% employer match about $65,878 at 4% or $43,919 at 6%; with 100% employer match about $49,408 at 4% or $32,939 at 6%.
201717$547,618$22,686$3,241iApproximate average salary by contribution assumption: employee only about $81,021 at 4% or $54,014 at 6%; with 50% employer match about $54,014 at 4% or $36,010 at 6%; with 100% employer match about $40,511 at 4% or $27,007 at 6%.
Saunders & Company Income Preservation Plan-7$547,618$22,686$3,241iApproximate average salary by contribution assumption: employee only about $81,021 at 4% or $54,014 at 6%; with 50% employer match about $54,014 at 4% or $36,010 at 6%; with 100% employer match about $40,511 at 4% or $27,007 at 6%.
201619$475,812$21,719$2,413iApproximate average salary by contribution assumption: employee only about $60,331 at 4% or $40,220 at 6%; with 50% employer match about $40,220 at 4% or $26,814 at 6%; with 100% employer match about $30,165 at 4% or $20,110 at 6%.
Saunders & Company Income Preservation Plan-9$475,812$21,719$2,413iApproximate average salary by contribution assumption: employee only about $60,331 at 4% or $40,220 at 6%; with 50% employer match about $40,220 at 4% or $26,814 at 6%; with 100% employer match about $30,165 at 4% or $20,110 at 6%.
201517$440,232$18,035$2,576iApproximate average salary by contribution assumption: employee only about $64,411 at 4% or $42,940 at 6%; with 50% employer match about $42,940 at 4% or $28,627 at 6%; with 100% employer match about $32,205 at 4% or $21,470 at 6%.
Saunders & Company Income Preservation Plan-7$440,232$18,035$2,576iApproximate average salary by contribution assumption: employee only about $64,411 at 4% or $42,940 at 6%; with 50% employer match about $42,940 at 4% or $28,627 at 6%; with 100% employer match about $32,205 at 4% or $21,470 at 6%.
201418$428,333$10,897$1,362iApproximate average salary by contribution assumption: employee only about $34,053 at 4% or $22,702 at 6%; with 50% employer match about $22,702 at 4% or $15,135 at 6%; with 100% employer match about $17,027 at 4% or $11,351 at 6%.
Saunders & Company Income Preservation Plan-8$428,333$10,897$1,362iApproximate average salary by contribution assumption: employee only about $34,053 at 4% or $22,702 at 6%; with 50% employer match about $22,702 at 4% or $15,135 at 6%; with 100% employer match about $17,027 at 4% or $11,351 at 6%.
201318$400,252$4,767$596iApproximate average salary by contribution assumption: employee only about $14,897 at 4% or $9,931 at 6%; with 50% employer match about $9,931 at 4% or $6,621 at 6%; with 100% employer match about $7,448 at 4% or $4,966 at 6%.
Saunders & Company Income Preservation Plan-8$400,252$4,767$596iApproximate average salary by contribution assumption: employee only about $14,897 at 4% or $9,931 at 6%; with 50% employer match about $9,931 at 4% or $6,621 at 6%; with 100% employer match about $7,448 at 4% or $4,966 at 6%.
201217$346,862$2,701$386iApproximate average salary by contribution assumption: employee only about $9,646 at 4% or $6,431 at 6%; with 50% employer match about $6,431 at 4% or $4,287 at 6%; with 100% employer match about $4,823 at 4% or $3,215 at 6%.
Saunders & Company Income Preservation Plan-7$346,862$2,701$386iApproximate average salary by contribution assumption: employee only about $9,646 at 4% or $6,431 at 6%; with 50% employer match about $6,431 at 4% or $4,287 at 6%; with 100% employer match about $4,823 at 4% or $3,215 at 6%.
201118$325,764$14,523$1,815iApproximate average salary by contribution assumption: employee only about $45,384 at 4% or $30,256 at 6%; with 50% employer match about $30,256 at 4% or $20,171 at 6%; with 100% employer match about $22,692 at 4% or $15,128 at 6%.
Saunders & Company Income Preservation Plan-8$325,764$14,523$1,815iApproximate average salary by contribution assumption: employee only about $45,384 at 4% or $30,256 at 6%; with 50% employer match about $30,256 at 4% or $20,171 at 6%; with 100% employer match about $22,692 at 4% or $15,128 at 6%.
2010110$435,563$49,483$4,948iApproximate average salary by contribution assumption: employee only about $123,708 at 4% or $82,472 at 6%; with 50% employer match about $82,472 at 4% or $54,981 at 6%; with 100% employer match about $61,854 at 4% or $41,236 at 6%.
Saunders & Company Income Preservation Plan-10$435,563$49,483$4,948iApproximate average salary by contribution assumption: employee only about $123,708 at 4% or $82,472 at 6%; with 50% employer match about $82,472 at 4% or $54,981 at 6%; with 100% employer match about $61,854 at 4% or $41,236 at 6%.
2009110$460,072$97,494$9,749iApproximate average salary by contribution assumption: employee only about $243,735 at 4% or $162,490 at 6%; with 50% employer match about $162,490 at 4% or $108,327 at 6%; with 100% employer match about $121,868 at 4% or $81,245 at 6%.
Saunders & Company Income Preservation Plan-10$460,072$97,494$9,749iApproximate average salary by contribution assumption: employee only about $243,735 at 4% or $162,490 at 6%; with 50% employer match about $162,490 at 4% or $108,327 at 6%; with 100% employer match about $121,868 at 4% or $81,245 at 6%.
2008110$348,724$95,482$9,548iApproximate average salary by contribution assumption: employee only about $238,705 at 4% or $159,137 at 6%; with 50% employer match about $159,137 at 4% or $106,091 at 6%; with 100% employer match about $119,353 at 4% or $79,568 at 6%.
Saunders & Company Income Preservation Plan-10$348,724$95,482$9,548iApproximate average salary by contribution assumption: employee only about $238,705 at 4% or $159,137 at 6%; with 50% employer match about $159,137 at 4% or $106,091 at 6%; with 100% employer match about $119,353 at 4% or $79,568 at 6%.
2007111$505,623$97,210$8,837iApproximate average salary by contribution assumption: employee only about $220,932 at 4% or $147,288 at 6%; with 50% employer match about $147,288 at 4% or $98,192 at 6%; with 100% employer match about $110,466 at 4% or $73,644 at 6%.
Saunders & Company Income Preservation Plan-11$505,623$97,210$8,837iApproximate average salary by contribution assumption: employee only about $220,932 at 4% or $147,288 at 6%; with 50% employer match about $147,288 at 4% or $98,192 at 6%; with 100% employer match about $110,466 at 4% or $73,644 at 6%.
2006111$414,650$95,218$8,656iApproximate average salary by contribution assumption: employee only about $216,405 at 4% or $144,270 at 6%; with 50% employer match about $144,270 at 4% or $96,180 at 6%; with 100% employer match about $108,202 at 4% or $72,135 at 6%.
Saunders & Company Income Preservation Plan-11$414,650$95,218$8,656iApproximate average salary by contribution assumption: employee only about $216,405 at 4% or $144,270 at 6%; with 50% employer match about $144,270 at 4% or $96,180 at 6%; with 100% employer match about $108,202 at 4% or $72,135 at 6%.
200519$405,740$69,913$7,768iApproximate average salary by contribution assumption: employee only about $194,203 at 4% or $129,469 at 6%; with 50% employer match about $129,469 at 4% or $86,312 at 6%; with 100% employer match about $97,101 at 4% or $64,734 at 6%.
Saunders & Company Income Preservation Plan-9$405,740$69,913$7,768iApproximate average salary by contribution assumption: employee only about $194,203 at 4% or $129,469 at 6%; with 50% employer match about $129,469 at 4% or $86,312 at 6%; with 100% employer match about $97,101 at 4% or $64,734 at 6%.
200418$315,233$56,250$7,031iApproximate average salary by contribution assumption: employee only about $175,781 at 4% or $117,188 at 6%; with 50% employer match about $117,188 at 4% or $78,125 at 6%; with 100% employer match about $87,891 at 4% or $58,594 at 6%.
Saunders & Company Income Preservation Plan-8$315,233$56,250$7,031iApproximate average salary by contribution assumption: employee only about $175,781 at 4% or $117,188 at 6%; with 50% employer match about $117,188 at 4% or $78,125 at 6%; with 100% employer match about $87,891 at 4% or $58,594 at 6%.
200317$246,744$54,286$7,755iApproximate average salary by contribution assumption: employee only about $193,879 at 4% or $129,252 at 6%; with 50% employer match about $129,252 at 4% or $86,168 at 6%; with 100% employer match about $96,939 at 4% or $64,626 at 6%.
Saunders & Company Income Preservation Plan-7$246,744$54,286$7,755iApproximate average salary by contribution assumption: employee only about $193,879 at 4% or $129,252 at 6%; with 50% employer match about $129,252 at 4% or $86,168 at 6%; with 100% employer match about $96,939 at 4% or $64,626 at 6%.
200217$183,751$47,717$6,817iApproximate average salary by contribution assumption: employee only about $170,418 at 4% or $113,612 at 6%; with 50% employer match about $113,612 at 4% or $75,741 at 6%; with 100% employer match about $85,209 at 4% or $56,806 at 6%.
Saunders & Company Income Preservation Plan-7$183,751$47,717$6,817iApproximate average salary by contribution assumption: employee only about $170,418 at 4% or $113,612 at 6%; with 50% employer match about $113,612 at 4% or $75,741 at 6%; with 100% employer match about $85,209 at 4% or $56,806 at 6%.
200117$203,141$38,841$5,549iApproximate average salary by contribution assumption: employee only about $138,718 at 4% or $92,479 at 6%; with 50% employer match about $92,479 at 4% or $61,652 at 6%; with 100% employer match about $69,359 at 4% or $46,239 at 6%.
Saunders & Company Income Preservation Plan-7$203,141$38,841$5,549iApproximate average salary by contribution assumption: employee only about $138,718 at 4% or $92,479 at 6%; with 50% employer match about $92,479 at 4% or $61,652 at 6%; with 100% employer match about $69,359 at 4% or $46,239 at 6%.
200016$166,764$48,449$8,075iApproximate average salary by contribution assumption: employee only about $201,871 at 4% or $134,581 at 6%; with 50% employer match about $134,581 at 4% or $89,720 at 6%; with 100% employer match about $100,935 at 4% or $67,290 at 6%.
Saunders & Company Income Preservation Plan-6$166,764$48,449$8,075iApproximate average salary by contribution assumption: employee only about $201,871 at 4% or $134,581 at 6%; with 50% employer match about $134,581 at 4% or $89,720 at 6%; with 100% employer match about $100,935 at 4% or $67,290 at 6%.