Civic Intelligence

Sandler Travis & Rosenberg Pa

Plan context: Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust

EIN 59-2027519 • 34 filings • 11 plans

Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$28,594,128

2024 Contributions

$2,677,880

Historical Graphs

Total Assets Over Time

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

$28,594,128$14,297,064$0199920132024YearValue
$28,594,128Latest year 2024

Participants Over Time

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

4062030199920122024YearValue
71Latest 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
2024171$28,594,128$2,677,880$37,717iApproximate average salary by contribution assumption: employee only about $942,915 at 4% or $628,610 at 6%; with 50% employer match about $628,610 at 4% or $419,074 at 6%; with 100% employer match about $471,458 at 4% or $314,305 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-71$28,594,128$2,677,880$37,717iApproximate average salary by contribution assumption: employee only about $942,915 at 4% or $628,610 at 6%; with 50% employer match about $628,610 at 4% or $419,074 at 6%; with 100% employer match about $471,458 at 4% or $314,305 at 6%.
2023172$24,685,102$1,173,192$16,294iApproximate average salary by contribution assumption: employee only about $407,358 at 4% or $271,572 at 6%; with 50% employer match about $271,572 at 4% or $181,048 at 6%; with 100% employer match about $203,679 at 4% or $135,786 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-72$24,685,102$1,173,192$16,294iApproximate average salary by contribution assumption: employee only about $407,358 at 4% or $271,572 at 6%; with 50% employer match about $271,572 at 4% or $181,048 at 6%; with 100% employer match about $203,679 at 4% or $135,786 at 6%.
2022168$20,867,972$1,081,076$15,898iApproximate average salary by contribution assumption: employee only about $397,454 at 4% or $264,970 at 6%; with 50% employer match about $264,970 at 4% or $176,646 at 6%; with 100% employer match about $198,727 at 4% or $132,485 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-68$20,867,972$1,081,076$15,898iApproximate average salary by contribution assumption: employee only about $397,454 at 4% or $264,970 at 6%; with 50% employer match about $264,970 at 4% or $176,646 at 6%; with 100% employer match about $198,727 at 4% or $132,485 at 6%.
2021168$24,624,601$1,564,865$23,013iApproximate average salary by contribution assumption: employee only about $575,318 at 4% or $383,545 at 6%; with 50% employer match about $383,545 at 4% or $255,697 at 6%; with 100% employer match about $287,659 at 4% or $191,773 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-68$24,624,601$1,564,865$23,013iApproximate average salary by contribution assumption: employee only about $575,318 at 4% or $383,545 at 6%; with 50% employer match about $383,545 at 4% or $255,697 at 6%; with 100% employer match about $287,659 at 4% or $191,773 at 6%.
2020159$21,355,089$809,619$13,722iApproximate average salary by contribution assumption: employee only about $343,059 at 4% or $228,706 at 6%; with 50% employer match about $228,706 at 4% or $152,471 at 6%; with 100% employer match about $171,529 at 4% or $114,353 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-59$21,355,089$809,619$13,722iApproximate average salary by contribution assumption: employee only about $343,059 at 4% or $228,706 at 6%; with 50% employer match about $228,706 at 4% or $152,471 at 6%; with 100% employer match about $171,529 at 4% or $114,353 at 6%.
2019158$18,525,917$821,736$14,168iApproximate average salary by contribution assumption: employee only about $354,197 at 4% or $236,131 at 6%; with 50% employer match about $236,131 at 4% or $157,421 at 6%; with 100% employer match about $177,098 at 4% or $118,066 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-58$18,525,917$821,736$14,168iApproximate average salary by contribution assumption: employee only about $354,197 at 4% or $236,131 at 6%; with 50% employer match about $236,131 at 4% or $157,421 at 6%; with 100% employer match about $177,098 at 4% or $118,066 at 6%.
2018172$17,749,431$860,213$11,947iApproximate average salary by contribution assumption: employee only about $298,685 at 4% or $199,123 at 6%; with 50% employer match about $199,123 at 4% or $132,749 at 6%; with 100% employer match about $149,343 at 4% or $99,562 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-72$17,749,431$860,213$11,947iApproximate average salary by contribution assumption: employee only about $298,685 at 4% or $199,123 at 6%; with 50% employer match about $199,123 at 4% or $132,749 at 6%; with 100% employer match about $149,343 at 4% or $99,562 at 6%.
20172236$24,805,990$2,032,924$8,614iApproximate average salary by contribution assumption: employee only about $215,352 at 4% or $143,568 at 6%; with 50% employer match about $143,568 at 4% or $95,712 at 6%; with 100% employer match about $107,676 at 4% or $71,784 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-79$24,805,990$2,032,924$25,733iApproximate average salary by contribution assumption: employee only about $643,330 at 4% or $428,887 at 6%; with 50% employer match about $428,887 at 4% or $285,925 at 6%; with 100% employer match about $321,665 at 4% or $214,443 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-236---
20162375$21,506,795$2,272,963$6,061iApproximate average salary by contribution assumption: employee only about $151,531 at 4% or $101,021 at 6%; with 50% employer match about $101,021 at 4% or $67,347 at 6%; with 100% employer match about $75,765 at 4% or $50,510 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-375$21,506,795$2,272,963$6,061iApproximate average salary by contribution assumption: employee only about $151,531 at 4% or $101,021 at 6%; with 50% employer match about $101,021 at 4% or $67,347 at 6%; with 100% employer match about $75,765 at 4% or $50,510 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-318---
20152406$19,127,109$1,992,107$4,907iApproximate average salary by contribution assumption: employee only about $122,667 at 4% or $81,778 at 6%; with 50% employer match about $81,778 at 4% or $54,519 at 6%; with 100% employer match about $61,333 at 4% or $40,889 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-406$19,127,109$1,992,107$4,907iApproximate average salary by contribution assumption: employee only about $122,667 at 4% or $81,778 at 6%; with 50% employer match about $81,778 at 4% or $54,519 at 6%; with 100% employer match about $61,333 at 4% or $40,889 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-282---
20143345$18,630,302$1,379,975$4,000iApproximate average salary by contribution assumption: employee only about $99,998 at 4% or $66,665 at 6%; with 50% employer match about $66,665 at 4% or $44,444 at 6%; with 100% employer match about $49,999 at 4% or $33,333 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-345$18,630,302$1,379,975$4,000iApproximate average salary by contribution assumption: employee only about $99,998 at 4% or $66,665 at 6%; with 50% employer match about $66,665 at 4% or $44,444 at 6%; with 100% employer match about $49,999 at 4% or $33,333 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-310---
Sandler, Travis & Rosenberg Employee Benefits Plan-288---
20132354$18,382,101$2,001,999$5,655iApproximate average salary by contribution assumption: employee only about $141,384 at 4% or $94,256 at 6%; with 50% employer match about $94,256 at 4% or $62,837 at 6%; with 100% employer match about $70,692 at 4% or $47,128 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-354$18,382,101$2,001,999$5,655iApproximate average salary by contribution assumption: employee only about $141,384 at 4% or $94,256 at 6%; with 50% employer match about $94,256 at 4% or $62,837 at 6%; with 100% employer match about $70,692 at 4% or $47,128 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-276---
20122359$14,882,652$1,181,503$3,291iApproximate average salary by contribution assumption: employee only about $82,277 at 4% or $54,852 at 6%; with 50% employer match about $54,852 at 4% or $36,568 at 6%; with 100% employer match about $41,139 at 4% or $27,426 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-359$14,882,652$1,181,503$3,291iApproximate average salary by contribution assumption: employee only about $82,277 at 4% or $54,852 at 6%; with 50% employer match about $54,852 at 4% or $36,568 at 6%; with 100% employer match about $41,139 at 4% or $27,426 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-292---
20112343$13,469,361$1,083,072$3,158iApproximate average salary by contribution assumption: employee only about $78,941 at 4% or $52,627 at 6%; with 50% employer match about $52,627 at 4% or $35,085 at 6%; with 100% employer match about $39,471 at 4% or $26,314 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-343$13,469,361$1,083,072$3,158iApproximate average salary by contribution assumption: employee only about $78,941 at 4% or $52,627 at 6%; with 50% employer match about $52,627 at 4% or $35,085 at 6%; with 100% employer match about $39,471 at 4% or $26,314 at 6%.
Sandler, Travis & Rosenberg Employee Benefits Plan-300---
20101322$13,621,959$1,101,835$3,422iApproximate average salary by contribution assumption: employee only about $85,546 at 4% or $57,031 at 6%; with 50% employer match about $57,031 at 4% or $38,021 at 6%; with 100% employer match about $42,773 at 4% or $28,515 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-322$13,621,959$1,101,835$3,422iApproximate average salary by contribution assumption: employee only about $85,546 at 4% or $57,031 at 6%; with 50% employer match about $57,031 at 4% or $38,021 at 6%; with 100% employer match about $42,773 at 4% or $28,515 at 6%.
20091326$12,328,040$1,240,442$3,805iApproximate average salary by contribution assumption: employee only about $95,126 at 4% or $63,417 at 6%; with 50% employer match about $63,417 at 4% or $42,278 at 6%; with 100% employer match about $47,563 at 4% or $31,709 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-326$12,328,040$1,240,442$3,805iApproximate average salary by contribution assumption: employee only about $95,126 at 4% or $63,417 at 6%; with 50% employer match about $63,417 at 4% or $42,278 at 6%; with 100% employer match about $47,563 at 4% or $31,709 at 6%.
20081380$9,511,525$1,631,614$4,294iApproximate average salary by contribution assumption: employee only about $107,343 at 4% or $71,562 at 6%; with 50% employer match about $71,562 at 4% or $47,708 at 6%; with 100% employer match about $53,672 at 4% or $35,781 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-380$9,511,525$1,631,614$4,294iApproximate average salary by contribution assumption: employee only about $107,343 at 4% or $71,562 at 6%; with 50% employer match about $71,562 at 4% or $47,708 at 6%; with 100% employer match about $53,672 at 4% or $35,781 at 6%.
20071327$12,985,786$1,260,955$3,856iApproximate average salary by contribution assumption: employee only about $96,403 at 4% or $64,269 at 6%; with 50% employer match about $64,269 at 4% or $42,846 at 6%; with 100% employer match about $48,202 at 4% or $32,134 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-327$12,985,786$1,260,955$3,856iApproximate average salary by contribution assumption: employee only about $96,403 at 4% or $64,269 at 6%; with 50% employer match about $64,269 at 4% or $42,846 at 6%; with 100% employer match about $48,202 at 4% or $32,134 at 6%.
20061304$11,379,283$1,352,144$4,448iApproximate average salary by contribution assumption: employee only about $111,196 at 4% or $74,131 at 6%; with 50% employer match about $74,131 at 4% or $49,420 at 6%; with 100% employer match about $55,598 at 4% or $37,065 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-304$11,379,283$1,352,144$4,448iApproximate average salary by contribution assumption: employee only about $111,196 at 4% or $74,131 at 6%; with 50% employer match about $74,131 at 4% or $49,420 at 6%; with 100% employer match about $55,598 at 4% or $37,065 at 6%.
20051294$9,461,617$1,240,168$4,218iApproximate average salary by contribution assumption: employee only about $105,456 at 4% or $70,304 at 6%; with 50% employer match about $70,304 at 4% or $46,870 at 6%; with 100% employer match about $52,728 at 4% or $35,152 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-294$9,461,617$1,240,168$4,218iApproximate average salary by contribution assumption: employee only about $105,456 at 4% or $70,304 at 6%; with 50% employer match about $70,304 at 4% or $46,870 at 6%; with 100% employer match about $52,728 at 4% or $35,152 at 6%.
20041297$7,943,671$1,447,202$4,873iApproximate average salary by contribution assumption: employee only about $121,818 at 4% or $81,212 at 6%; with 50% employer match about $81,212 at 4% or $54,141 at 6%; with 100% employer match about $60,909 at 4% or $40,606 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-297$7,943,671$1,447,202$4,873iApproximate average salary by contribution assumption: employee only about $121,818 at 4% or $81,212 at 6%; with 50% employer match about $81,212 at 4% or $54,141 at 6%; with 100% employer match about $60,909 at 4% or $40,606 at 6%.
20031286$6,146,355$1,001,560$3,502iApproximate average salary by contribution assumption: employee only about $87,549 at 4% or $58,366 at 6%; with 50% employer match about $58,366 at 4% or $38,911 at 6%; with 100% employer match about $43,774 at 4% or $29,183 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-286$6,146,355$1,001,560$3,502iApproximate average salary by contribution assumption: employee only about $87,549 at 4% or $58,366 at 6%; with 50% employer match about $58,366 at 4% or $38,911 at 6%; with 100% employer match about $43,774 at 4% or $29,183 at 6%.
20021268$0$0-
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-268---
20011256$0$0-
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-256---
20001169$3,871,415$649,717$3,844iApproximate average salary by contribution assumption: employee only about $96,112 at 4% or $64,075 at 6%; with 50% employer match about $64,075 at 4% or $42,716 at 6%; with 100% employer match about $48,056 at 4% or $32,037 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-169$3,871,415$649,717$3,844iApproximate average salary by contribution assumption: employee only about $96,112 at 4% or $64,075 at 6%; with 50% employer match about $64,075 at 4% or $42,716 at 6%; with 100% employer match about $48,056 at 4% or $32,037 at 6%.
19991117$3,846,746$420,292$3,592iApproximate average salary by contribution assumption: employee only about $89,806 at 4% or $59,871 at 6%; with 50% employer match about $59,871 at 4% or $39,914 at 6%; with 100% employer match about $44,903 at 4% or $29,935 at 6%.
Sandler Travis & Rosenberg Pa 401K Salary Reduction Plan & Trust-117$3,846,746$420,292$3,592iApproximate average salary by contribution assumption: employee only about $89,806 at 4% or $59,871 at 6%; with 50% employer match about $59,871 at 4% or $39,914 at 6%; with 100% employer match about $44,903 at 4% or $29,935 at 6%.