Sumter School Foundation Inc.
Plan context: Sumter Academy 401K Plan
EIN 63-0585825 • York, AL • 13 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
15
2018 Assets
$182,950
2018 Contributions
$15,211
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Sumter Academy 401K Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 15 | $182,950 | $15,211 | $1,014iApproximate average salary by contribution assumption: employee only about $25,352 at 4% or $16,901 at 6%; with 50% employer match about $16,901 at 4% or $11,267 at 6%; with 100% employer match about $12,676 at 4% or $8,451 at 6%. |
| Sumter Academy 401K Plan | - | 15 | $182,950 | $15,211 | $1,014iApproximate average salary by contribution assumption: employee only about $25,352 at 4% or $16,901 at 6%; with 50% employer match about $16,901 at 4% or $11,267 at 6%; with 100% employer match about $12,676 at 4% or $8,451 at 6%. |
| 2016 | 1 | 26 | $190,871 | $26,797 | $1,031iApproximate average salary by contribution assumption: employee only about $25,766 at 4% or $17,178 at 6%; with 50% employer match about $17,178 at 4% or $11,452 at 6%; with 100% employer match about $12,883 at 4% or $8,589 at 6%. |
| Sumter Academy 401K Plan | - | 26 | $190,871 | $26,797 | $1,031iApproximate average salary by contribution assumption: employee only about $25,766 at 4% or $17,178 at 6%; with 50% employer match about $17,178 at 4% or $11,452 at 6%; with 100% employer match about $12,883 at 4% or $8,589 at 6%. |
| 2015 | 1 | 24 | $198,582 | $27,988 | $1,166iApproximate average salary by contribution assumption: employee only about $29,154 at 4% or $19,436 at 6%; with 50% employer match about $19,436 at 4% or $12,957 at 6%; with 100% employer match about $14,577 at 4% or $9,718 at 6%. |
| Sumter Academy 401K Plan | - | 24 | $198,582 | $27,988 | $1,166iApproximate average salary by contribution assumption: employee only about $29,154 at 4% or $19,436 at 6%; with 50% employer match about $19,436 at 4% or $12,957 at 6%; with 100% employer match about $14,577 at 4% or $9,718 at 6%. |
| 2014 | 1 | 24 | $179,001 | $34,731 | $1,447iApproximate average salary by contribution assumption: employee only about $36,178 at 4% or $24,119 at 6%; with 50% employer match about $24,119 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%. |
| Sumter Academy 401K Plan | - | 24 | $179,001 | $34,731 | $1,447iApproximate average salary by contribution assumption: employee only about $36,178 at 4% or $24,119 at 6%; with 50% employer match about $24,119 at 4% or $16,079 at 6%; with 100% employer match about $18,089 at 4% or $12,059 at 6%. |
| 2013 | 1 | 20 | $162,025 | $32,865 | $1,643iApproximate average salary by contribution assumption: employee only about $41,081 at 4% or $27,388 at 6%; with 50% employer match about $27,388 at 4% or $18,258 at 6%; with 100% employer match about $20,541 at 4% or $13,694 at 6%. |
| Sumter Academy 401K Plan | - | 20 | $162,025 | $32,865 | $1,643iApproximate average salary by contribution assumption: employee only about $41,081 at 4% or $27,388 at 6%; with 50% employer match about $27,388 at 4% or $18,258 at 6%; with 100% employer match about $20,541 at 4% or $13,694 at 6%. |
| 2012 | 1 | 18 | $108,879 | $34,741 | $1,930iApproximate average salary by contribution assumption: employee only about $48,251 at 4% or $32,168 at 6%; with 50% employer match about $32,168 at 4% or $21,445 at 6%; with 100% employer match about $24,126 at 4% or $16,084 at 6%. |
| Sumter Academy 401K Plan | - | 18 | $108,879 | $34,741 | $1,930iApproximate average salary by contribution assumption: employee only about $48,251 at 4% or $32,168 at 6%; with 50% employer match about $32,168 at 4% or $21,445 at 6%; with 100% employer match about $24,126 at 4% or $16,084 at 6%. |
| 2011 | 1 | 21 | $78,779 | $20,142 | $959iApproximate average salary by contribution assumption: employee only about $23,979 at 4% or $15,986 at 6%; with 50% employer match about $15,986 at 4% or $10,657 at 6%; with 100% employer match about $11,989 at 4% or $7,993 at 6%. |
| Sumter Academy 401K Plan | - | 21 | $78,779 | $20,142 | $959iApproximate average salary by contribution assumption: employee only about $23,979 at 4% or $15,986 at 6%; with 50% employer match about $15,986 at 4% or $10,657 at 6%; with 100% employer match about $11,989 at 4% or $7,993 at 6%. |
| 2010 | 1 | 13 | $73,395 | $22,156 | $1,704iApproximate average salary by contribution assumption: employee only about $42,608 at 4% or $28,405 at 6%; with 50% employer match about $28,405 at 4% or $18,937 at 6%; with 100% employer match about $21,304 at 4% or $14,203 at 6%. |
| Sumter Academy 401K Plan | - | 13 | $73,395 | $22,156 | $1,704iApproximate average salary by contribution assumption: employee only about $42,608 at 4% or $28,405 at 6%; with 50% employer match about $28,405 at 4% or $18,937 at 6%; with 100% employer match about $21,304 at 4% or $14,203 at 6%. |
| 2009 | 1 | 16 | $51,421 | $23,658 | $1,479iApproximate average salary by contribution assumption: employee only about $36,966 at 4% or $24,644 at 6%; with 50% employer match about $24,644 at 4% or $16,429 at 6%; with 100% employer match about $18,483 at 4% or $12,322 at 6%. |
| Sumter Academy 401K Plan | - | 16 | $51,421 | $23,658 | $1,479iApproximate average salary by contribution assumption: employee only about $36,966 at 4% or $24,644 at 6%; with 50% employer match about $24,644 at 4% or $16,429 at 6%; with 100% employer match about $18,483 at 4% or $12,322 at 6%. |
| 2008 | 1 | 34 | $21,100 | $21,181 | $623iApproximate average salary by contribution assumption: employee only about $15,574 at 4% or $10,383 at 6%; with 50% employer match about $10,383 at 4% or $6,922 at 6%; with 100% employer match about $7,787 at 4% or $5,191 at 6%. |
| Sumter Academy 401K Plan | - | 34 | $21,100 | $21,181 | $623iApproximate average salary by contribution assumption: employee only about $15,574 at 4% or $10,383 at 6%; with 50% employer match about $10,383 at 4% or $6,922 at 6%; with 100% employer match about $7,787 at 4% or $5,191 at 6%. |
| 2007 | 1 | 26 | $8,086 | $8,195 | $315iApproximate average salary by contribution assumption: employee only about $7,880 at 4% or $5,253 at 6%; with 50% employer match about $5,253 at 4% or $3,502 at 6%; with 100% employer match about $3,940 at 4% or $2,627 at 6%. |
| Sumter Academy 401K Plan | - | 26 | $8,086 | $8,195 | $315iApproximate average salary by contribution assumption: employee only about $7,880 at 4% or $5,253 at 6%; with 50% employer match about $5,253 at 4% or $3,502 at 6%; with 100% employer match about $3,940 at 4% or $2,627 at 6%. |
| 1999 | 1 | 53 | $3,766 | $3,771 | $71iApproximate average salary by contribution assumption: employee only about $1,779 at 4% or $1,186 at 6%; with 50% employer match about $1,186 at 4% or $791 at 6%; with 100% employer match about $889 at 4% or $593 at 6%. |
| Sumter Academy 401K Plan | - | 53 | $3,766 | $3,771 | $71iApproximate average salary by contribution assumption: employee only about $1,779 at 4% or $1,186 at 6%; with 50% employer match about $1,186 at 4% or $791 at 6%; with 100% employer match about $889 at 4% or $593 at 6%. |