Civic Intelligence

Sawgrass Asset Management LLC

Plan context: Sam 401(K) Plan

EIN 59-3488505 • Ponte Vedra, FL • 26 filings • 4 plans

5000 Sawgrass Village CircleSuite 32Ponte Vedra, FL 32082
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$13,072,745

2024 Contributions

$709,849

Historical Graphs

Total Assets Over Time

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

$16,018,248$8,009,124$0199920122024YearValue
$13,072,745Latest year 2024

Participants Over Time

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

31160199920122024YearValue
25Latest 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
2024125$13,072,745$709,849$28,394iApproximate average salary by contribution assumption: employee only about $709,849 at 4% or $473,233 at 6%; with 50% employer match about $473,233 at 4% or $315,488 at 6%; with 100% employer match about $354,925 at 4% or $236,616 at 6%.
Sam 401(K) Plan-25$13,072,745$709,849$28,394iApproximate average salary by contribution assumption: employee only about $709,849 at 4% or $473,233 at 6%; with 50% employer match about $473,233 at 4% or $315,488 at 6%; with 100% employer match about $354,925 at 4% or $236,616 at 6%.
2023126$13,350,885$619,932$23,844iApproximate average salary by contribution assumption: employee only about $596,088 at 4% or $397,392 at 6%; with 50% employer match about $397,392 at 4% or $264,928 at 6%; with 100% employer match about $298,044 at 4% or $198,696 at 6%.
Sam 401(K) Plan-26$13,350,885$619,932$23,844iApproximate average salary by contribution assumption: employee only about $596,088 at 4% or $397,392 at 6%; with 50% employer match about $397,392 at 4% or $264,928 at 6%; with 100% employer match about $298,044 at 4% or $198,696 at 6%.
2022128$13,352,706$608,362$21,727iApproximate average salary by contribution assumption: employee only about $543,180 at 4% or $362,120 at 6%; with 50% employer match about $362,120 at 4% or $241,413 at 6%; with 100% employer match about $271,590 at 4% or $181,060 at 6%.
Sam 401(K) Plan-28$13,352,706$608,362$21,727iApproximate average salary by contribution assumption: employee only about $543,180 at 4% or $362,120 at 6%; with 50% employer match about $362,120 at 4% or $241,413 at 6%; with 100% employer match about $271,590 at 4% or $181,060 at 6%.
2021125$15,993,450$642,326$25,693iApproximate average salary by contribution assumption: employee only about $642,326 at 4% or $428,217 at 6%; with 50% employer match about $428,217 at 4% or $285,478 at 6%; with 100% employer match about $321,163 at 4% or $214,109 at 6%.
Sam 401(K) Plan-25$15,993,450$642,326$25,693iApproximate average salary by contribution assumption: employee only about $642,326 at 4% or $428,217 at 6%; with 50% employer match about $428,217 at 4% or $285,478 at 6%; with 100% employer match about $321,163 at 4% or $214,109 at 6%.
2020127$16,018,248$825,116$30,560iApproximate average salary by contribution assumption: employee only about $763,996 at 4% or $509,331 at 6%; with 50% employer match about $509,331 at 4% or $339,554 at 6%; with 100% employer match about $381,998 at 4% or $254,665 at 6%.
Sam 401(K) Plan-27$16,018,248$825,116$30,560iApproximate average salary by contribution assumption: employee only about $763,996 at 4% or $509,331 at 6%; with 50% employer match about $509,331 at 4% or $339,554 at 6%; with 100% employer match about $381,998 at 4% or $254,665 at 6%.
2019128$14,946,378$760,102$27,147iApproximate average salary by contribution assumption: employee only about $678,663 at 4% or $452,442 at 6%; with 50% employer match about $452,442 at 4% or $301,628 at 6%; with 100% employer match about $339,331 at 4% or $226,221 at 6%.
Sam 401(K) Plan-28$14,946,378$760,102$27,147iApproximate average salary by contribution assumption: employee only about $678,663 at 4% or $452,442 at 6%; with 50% employer match about $452,442 at 4% or $301,628 at 6%; with 100% employer match about $339,331 at 4% or $226,221 at 6%.
2018129$12,753,853$699,496$24,121iApproximate average salary by contribution assumption: employee only about $603,014 at 4% or $402,009 at 6%; with 50% employer match about $402,009 at 4% or $268,006 at 6%; with 100% employer match about $301,507 at 4% or $201,005 at 6%.
Sam 401(K) Plan-29$12,753,853$699,496$24,121iApproximate average salary by contribution assumption: employee only about $603,014 at 4% or $402,009 at 6%; with 50% employer match about $402,009 at 4% or $268,006 at 6%; with 100% employer match about $301,507 at 4% or $201,005 at 6%.
2017129$12,711,442$840,114$28,969iApproximate average salary by contribution assumption: employee only about $724,236 at 4% or $482,824 at 6%; with 50% employer match about $482,824 at 4% or $321,883 at 6%; with 100% employer match about $362,118 at 4% or $241,412 at 6%.
Sam 401(K) Plan-29$12,711,442$840,114$28,969iApproximate average salary by contribution assumption: employee only about $724,236 at 4% or $482,824 at 6%; with 50% employer match about $482,824 at 4% or $321,883 at 6%; with 100% employer match about $362,118 at 4% or $241,412 at 6%.
2016131$10,273,350$759,686$24,506iApproximate average salary by contribution assumption: employee only about $612,650 at 4% or $408,433 at 6%; with 50% employer match about $408,433 at 4% or $272,289 at 6%; with 100% employer match about $306,325 at 4% or $204,217 at 6%.
Sam 401(K) Plan-31$10,273,350$759,686$24,506iApproximate average salary by contribution assumption: employee only about $612,650 at 4% or $408,433 at 6%; with 50% employer match about $408,433 at 4% or $272,289 at 6%; with 100% employer match about $306,325 at 4% or $204,217 at 6%.
2015131$9,224,171$828,592$26,729iApproximate average salary by contribution assumption: employee only about $668,219 at 4% or $445,480 at 6%; with 50% employer match about $445,480 at 4% or $296,986 at 6%; with 100% employer match about $334,110 at 4% or $222,740 at 6%.
Sam 401(K) Plan-31$9,224,171$828,592$26,729iApproximate average salary by contribution assumption: employee only about $668,219 at 4% or $445,480 at 6%; with 50% employer match about $445,480 at 4% or $296,986 at 6%; with 100% employer match about $334,110 at 4% or $222,740 at 6%.
2014130$8,561,893$590,511$19,684iApproximate average salary by contribution assumption: employee only about $492,093 at 4% or $328,062 at 6%; with 50% employer match about $328,062 at 4% or $218,708 at 6%; with 100% employer match about $246,046 at 4% or $164,031 at 6%.
Sam 401(K) Plan-30$8,561,893$590,511$19,684iApproximate average salary by contribution assumption: employee only about $492,093 at 4% or $328,062 at 6%; with 50% employer match about $328,062 at 4% or $218,708 at 6%; with 100% employer match about $246,046 at 4% or $164,031 at 6%.
2013130$7,654,594$656,206$21,874iApproximate average salary by contribution assumption: employee only about $546,838 at 4% or $364,559 at 6%; with 50% employer match about $364,559 at 4% or $243,039 at 6%; with 100% employer match about $273,419 at 4% or $182,279 at 6%.
Sam 401(K) Plan-30$7,654,594$656,206$21,874iApproximate average salary by contribution assumption: employee only about $546,838 at 4% or $364,559 at 6%; with 50% employer match about $364,559 at 4% or $243,039 at 6%; with 100% employer match about $273,419 at 4% or $182,279 at 6%.
2012126$6,060,626$534,643$20,563iApproximate average salary by contribution assumption: employee only about $514,080 at 4% or $342,720 at 6%; with 50% employer match about $342,720 at 4% or $228,480 at 6%; with 100% employer match about $257,040 at 4% or $171,360 at 6%.
Sam 401(K) Plan-26$6,060,626$534,643$20,563iApproximate average salary by contribution assumption: employee only about $514,080 at 4% or $342,720 at 6%; with 50% employer match about $342,720 at 4% or $228,480 at 6%; with 100% employer match about $257,040 at 4% or $171,360 at 6%.
2011122$5,167,544$517,698$23,532iApproximate average salary by contribution assumption: employee only about $588,293 at 4% or $392,195 at 6%; with 50% employer match about $392,195 at 4% or $261,464 at 6%; with 100% employer match about $294,147 at 4% or $196,098 at 6%.
Sam 401(K) Plan-22$5,167,544$517,698$23,532iApproximate average salary by contribution assumption: employee only about $588,293 at 4% or $392,195 at 6%; with 50% employer match about $392,195 at 4% or $261,464 at 6%; with 100% employer match about $294,147 at 4% or $196,098 at 6%.
2010121$4,789,218$475,650$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
Sam 401(K) Plan-21$4,789,218$475,650$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
2009119$3,851,880$448,737$23,618iApproximate average salary by contribution assumption: employee only about $590,443 at 4% or $393,629 at 6%; with 50% employer match about $393,629 at 4% or $262,419 at 6%; with 100% employer match about $295,222 at 4% or $196,814 at 6%.
Sam 401(K) Plan-19$3,851,880$448,737$23,618iApproximate average salary by contribution assumption: employee only about $590,443 at 4% or $393,629 at 6%; with 50% employer match about $393,629 at 4% or $262,419 at 6%; with 100% employer match about $295,222 at 4% or $196,814 at 6%.
2008119$2,894,653$455,017$23,948iApproximate average salary by contribution assumption: employee only about $598,707 at 4% or $399,138 at 6%; with 50% employer match about $399,138 at 4% or $266,092 at 6%; with 100% employer match about $299,353 at 4% or $199,569 at 6%.
Sam 401(K) Plan-19$2,894,653$455,017$23,948iApproximate average salary by contribution assumption: employee only about $598,707 at 4% or $399,138 at 6%; with 50% employer match about $399,138 at 4% or $266,092 at 6%; with 100% employer match about $299,353 at 4% or $199,569 at 6%.
2007117$0$0-
Sam 401(K) Plan-17---
2006116$2,749,157$363,689$22,731iApproximate average salary by contribution assumption: employee only about $568,264 at 4% or $378,843 at 6%; with 50% employer match about $378,843 at 4% or $252,562 at 6%; with 100% employer match about $284,132 at 4% or $189,421 at 6%.
Sam 401(K) Plan-16$2,749,157$363,689$22,731iApproximate average salary by contribution assumption: employee only about $568,264 at 4% or $378,843 at 6%; with 50% employer match about $378,843 at 4% or $252,562 at 6%; with 100% employer match about $284,132 at 4% or $189,421 at 6%.
2005117$2,175,697$329,137$19,361iApproximate average salary by contribution assumption: employee only about $484,025 at 4% or $322,683 at 6%; with 50% employer match about $322,683 at 4% or $215,122 at 6%; with 100% employer match about $242,013 at 4% or $161,342 at 6%.
Sam 401(K) Plan-17$2,175,697$329,137$19,361iApproximate average salary by contribution assumption: employee only about $484,025 at 4% or $322,683 at 6%; with 50% employer match about $322,683 at 4% or $215,122 at 6%; with 100% employer match about $242,013 at 4% or $161,342 at 6%.
2004120$1,777,800$296,122$14,806iApproximate average salary by contribution assumption: employee only about $370,153 at 4% or $246,768 at 6%; with 50% employer match about $246,768 at 4% or $164,512 at 6%; with 100% employer match about $185,076 at 4% or $123,384 at 6%.
Sam 401(K) Plan-20$1,777,800$296,122$14,806iApproximate average salary by contribution assumption: employee only about $370,153 at 4% or $246,768 at 6%; with 50% employer match about $246,768 at 4% or $164,512 at 6%; with 100% employer match about $185,076 at 4% or $123,384 at 6%.
2003118$1,333,163$367,138$20,397iApproximate average salary by contribution assumption: employee only about $509,914 at 4% or $339,943 at 6%; with 50% employer match about $339,943 at 4% or $226,628 at 6%; with 100% employer match about $254,957 at 4% or $169,971 at 6%.
Sam 401(K) Plan-18$1,333,163$367,138$20,397iApproximate average salary by contribution assumption: employee only about $509,914 at 4% or $339,943 at 6%; with 50% employer match about $339,943 at 4% or $226,628 at 6%; with 100% employer match about $254,957 at 4% or $169,971 at 6%.
200210$735,258$289,900-
Sam 401(K) Plan-0$735,258$289,900-
2001115$622,501$225,424$15,028iApproximate average salary by contribution assumption: employee only about $375,707 at 4% or $250,471 at 6%; with 50% employer match about $250,471 at 4% or $166,981 at 6%; with 100% employer match about $187,853 at 4% or $125,236 at 6%.
Sam 401(K) Plan-15$622,501$225,424$15,028iApproximate average salary by contribution assumption: employee only about $375,707 at 4% or $250,471 at 6%; with 50% employer match about $250,471 at 4% or $166,981 at 6%; with 100% employer match about $187,853 at 4% or $125,236 at 6%.
2000112$550,444$179,047$14,921iApproximate average salary by contribution assumption: employee only about $373,015 at 4% or $248,676 at 6%; with 50% employer match about $248,676 at 4% or $165,784 at 6%; with 100% employer match about $186,507 at 4% or $124,338 at 6%.
Sam 401(K) Plan-12$550,444$179,047$14,921iApproximate average salary by contribution assumption: employee only about $373,015 at 4% or $248,676 at 6%; with 50% employer match about $248,676 at 4% or $165,784 at 6%; with 100% employer match about $186,507 at 4% or $124,338 at 6%.
1999111$321,668$154,388$14,035iApproximate average salary by contribution assumption: employee only about $350,882 at 4% or $233,921 at 6%; with 50% employer match about $233,921 at 4% or $155,947 at 6%; with 100% employer match about $175,441 at 4% or $116,961 at 6%.
Sam 401(K) Plan-11$321,668$154,388$14,035iApproximate average salary by contribution assumption: employee only about $350,882 at 4% or $233,921 at 6%; with 50% employer match about $233,921 at 4% or $155,947 at 6%; with 100% employer match about $175,441 at 4% or $116,961 at 6%.