Sain Associates Incorporated
Plan context: Sain Associates Inc. 401(K) Plan
EIN 63-0635669 • Birmingham, AL • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
106
2024 Assets
$14,783,667
2024 Contributions
$1,196,272
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 106 | $14,783,667 | $1,196,272 | $11,286iApproximate average salary by contribution assumption: employee only about $282,140 at 4% or $188,093 at 6%; with 50% employer match about $188,093 at 4% or $125,395 at 6%; with 100% employer match about $141,070 at 4% or $94,047 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 106 | $14,783,667 | $1,196,272 | $11,286iApproximate average salary by contribution assumption: employee only about $282,140 at 4% or $188,093 at 6%; with 50% employer match about $188,093 at 4% or $125,395 at 6%; with 100% employer match about $141,070 at 4% or $94,047 at 6%. |
| 2023 | 1 | 71 | $12,221,774 | $669,320 | $9,427iApproximate average salary by contribution assumption: employee only about $235,676 at 4% or $157,117 at 6%; with 50% employer match about $157,117 at 4% or $104,745 at 6%; with 100% employer match about $117,838 at 4% or $78,559 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 71 | $12,221,774 | $669,320 | $9,427iApproximate average salary by contribution assumption: employee only about $235,676 at 4% or $157,117 at 6%; with 50% employer match about $157,117 at 4% or $104,745 at 6%; with 100% employer match about $117,838 at 4% or $78,559 at 6%. |
| 2022 | 1 | 69 | $10,219,941 | $597,923 | $8,666iApproximate average salary by contribution assumption: employee only about $216,639 at 4% or $144,426 at 6%; with 50% employer match about $144,426 at 4% or $96,284 at 6%; with 100% employer match about $108,319 at 4% or $72,213 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 69 | $10,219,941 | $597,923 | $8,666iApproximate average salary by contribution assumption: employee only about $216,639 at 4% or $144,426 at 6%; with 50% employer match about $144,426 at 4% or $96,284 at 6%; with 100% employer match about $108,319 at 4% or $72,213 at 6%. |
| 2021 | 1 | 67 | $11,517,535 | $808,239 | $12,063iApproximate average salary by contribution assumption: employee only about $301,582 at 4% or $201,054 at 6%; with 50% employer match about $201,054 at 4% or $134,036 at 6%; with 100% employer match about $150,791 at 4% or $100,527 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 67 | $11,517,535 | $808,239 | $12,063iApproximate average salary by contribution assumption: employee only about $301,582 at 4% or $201,054 at 6%; with 50% employer match about $201,054 at 4% or $134,036 at 6%; with 100% employer match about $150,791 at 4% or $100,527 at 6%. |
| 2020 | 1 | 56 | $10,173,363 | $426,875 | $7,623iApproximate average salary by contribution assumption: employee only about $190,569 at 4% or $127,046 at 6%; with 50% employer match about $127,046 at 4% or $84,697 at 6%; with 100% employer match about $95,285 at 4% or $63,523 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 56 | $10,173,363 | $426,875 | $7,623iApproximate average salary by contribution assumption: employee only about $190,569 at 4% or $127,046 at 6%; with 50% employer match about $127,046 at 4% or $84,697 at 6%; with 100% employer match about $95,285 at 4% or $63,523 at 6%. |
| 2019 | 1 | 51 | $8,083,617 | $371,539 | $7,285iApproximate average salary by contribution assumption: employee only about $182,127 at 4% or $121,418 at 6%; with 50% employer match about $121,418 at 4% or $80,945 at 6%; with 100% employer match about $91,063 at 4% or $60,709 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 51 | $8,083,617 | $371,539 | $7,285iApproximate average salary by contribution assumption: employee only about $182,127 at 4% or $121,418 at 6%; with 50% employer match about $121,418 at 4% or $80,945 at 6%; with 100% employer match about $91,063 at 4% or $60,709 at 6%. |
| 2018 | 1 | 47 | $6,663,685 | $390,207 | $8,302iApproximate average salary by contribution assumption: employee only about $207,557 at 4% or $138,371 at 6%; with 50% employer match about $138,371 at 4% or $92,248 at 6%; with 100% employer match about $103,778 at 4% or $69,186 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 47 | $6,663,685 | $390,207 | $8,302iApproximate average salary by contribution assumption: employee only about $207,557 at 4% or $138,371 at 6%; with 50% employer match about $138,371 at 4% or $92,248 at 6%; with 100% employer match about $103,778 at 4% or $69,186 at 6%. |
| 2017 | 1 | 47 | $6,639,216 | $245,460 | $5,223iApproximate average salary by contribution assumption: employee only about $130,564 at 4% or $87,043 at 6%; with 50% employer match about $87,043 at 4% or $58,028 at 6%; with 100% employer match about $65,282 at 4% or $43,521 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 47 | $6,639,216 | $245,460 | $5,223iApproximate average salary by contribution assumption: employee only about $130,564 at 4% or $87,043 at 6%; with 50% employer match about $87,043 at 4% or $58,028 at 6%; with 100% employer match about $65,282 at 4% or $43,521 at 6%. |
| 2016 | 1 | 45 | $5,664,443 | $148,565 | $3,301iApproximate average salary by contribution assumption: employee only about $82,536 at 4% or $55,024 at 6%; with 50% employer match about $55,024 at 4% or $36,683 at 6%; with 100% employer match about $41,268 at 4% or $27,512 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 45 | $5,664,443 | $148,565 | $3,301iApproximate average salary by contribution assumption: employee only about $82,536 at 4% or $55,024 at 6%; with 50% employer match about $55,024 at 4% or $36,683 at 6%; with 100% employer match about $41,268 at 4% or $27,512 at 6%. |
| 2015 | 1 | 39 | $5,379,546 | $138,461 | $3,550iApproximate average salary by contribution assumption: employee only about $88,757 at 4% or $59,171 at 6%; with 50% employer match about $59,171 at 4% or $39,448 at 6%; with 100% employer match about $44,379 at 4% or $29,586 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 39 | $5,379,546 | $138,461 | $3,550iApproximate average salary by contribution assumption: employee only about $88,757 at 4% or $59,171 at 6%; with 50% employer match about $59,171 at 4% or $39,448 at 6%; with 100% employer match about $44,379 at 4% or $29,586 at 6%. |
| 2014 | 1 | 43 | $5,274,932 | $103,271 | $2,402iApproximate average salary by contribution assumption: employee only about $60,041 at 4% or $40,028 at 6%; with 50% employer match about $40,028 at 4% or $26,685 at 6%; with 100% employer match about $30,021 at 4% or $20,014 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 43 | $5,274,932 | $103,271 | $2,402iApproximate average salary by contribution assumption: employee only about $60,041 at 4% or $40,028 at 6%; with 50% employer match about $40,028 at 4% or $26,685 at 6%; with 100% employer match about $30,021 at 4% or $20,014 at 6%. |
| 2013 | 1 | 44 | $4,914,283 | $81,232 | $1,846iApproximate average salary by contribution assumption: employee only about $46,155 at 4% or $30,770 at 6%; with 50% employer match about $30,770 at 4% or $20,513 at 6%; with 100% employer match about $23,077 at 4% or $15,385 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 44 | $4,914,283 | $81,232 | $1,846iApproximate average salary by contribution assumption: employee only about $46,155 at 4% or $30,770 at 6%; with 50% employer match about $30,770 at 4% or $20,513 at 6%; with 100% employer match about $23,077 at 4% or $15,385 at 6%. |
| 2012 | 1 | 41 | $4,016,877 | $94,053 | $2,294iApproximate average salary by contribution assumption: employee only about $57,349 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,116 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 41 | $4,016,877 | $94,053 | $2,294iApproximate average salary by contribution assumption: employee only about $57,349 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,116 at 6%. |
| 2011 | 1 | 41 | $3,534,710 | $72,886 | $1,778iApproximate average salary by contribution assumption: employee only about $44,443 at 4% or $29,628 at 6%; with 50% employer match about $29,628 at 4% or $19,752 at 6%; with 100% employer match about $22,221 at 4% or $14,814 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 41 | $3,534,710 | $72,886 | $1,778iApproximate average salary by contribution assumption: employee only about $44,443 at 4% or $29,628 at 6%; with 50% employer match about $29,628 at 4% or $19,752 at 6%; with 100% employer match about $22,221 at 4% or $14,814 at 6%. |
| 2010 | 1 | 36 | $3,985,493 | $107,068 | $2,974iApproximate average salary by contribution assumption: employee only about $74,353 at 4% or $49,569 at 6%; with 50% employer match about $49,569 at 4% or $33,046 at 6%; with 100% employer match about $37,176 at 4% or $24,784 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 36 | $3,985,493 | $107,068 | $2,974iApproximate average salary by contribution assumption: employee only about $74,353 at 4% or $49,569 at 6%; with 50% employer match about $49,569 at 4% or $33,046 at 6%; with 100% employer match about $37,176 at 4% or $24,784 at 6%. |
| 2009 | 1 | 55 | $3,771,888 | $203,260 | $3,696iApproximate average salary by contribution assumption: employee only about $92,391 at 4% or $61,594 at 6%; with 50% employer match about $61,594 at 4% or $41,063 at 6%; with 100% employer match about $46,195 at 4% or $30,797 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 55 | $3,771,888 | $203,260 | $3,696iApproximate average salary by contribution assumption: employee only about $92,391 at 4% or $61,594 at 6%; with 50% employer match about $61,594 at 4% or $41,063 at 6%; with 100% employer match about $46,195 at 4% or $30,797 at 6%. |
| 2008 | 1 | 76 | $3,041,411 | $455,547 | $5,994iApproximate average salary by contribution assumption: employee only about $149,851 at 4% or $99,901 at 6%; with 50% employer match about $99,901 at 4% or $66,600 at 6%; with 100% employer match about $74,925 at 4% or $49,950 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 76 | $3,041,411 | $455,547 | $5,994iApproximate average salary by contribution assumption: employee only about $149,851 at 4% or $99,901 at 6%; with 50% employer match about $99,901 at 4% or $66,600 at 6%; with 100% employer match about $74,925 at 4% or $49,950 at 6%. |
| 2007 | 1 | 101 | $4,107,021 | $398,048 | $3,941iApproximate average salary by contribution assumption: employee only about $98,527 at 4% or $65,684 at 6%; with 50% employer match about $65,684 at 4% or $43,790 at 6%; with 100% employer match about $49,263 at 4% or $32,842 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 101 | $4,107,021 | $398,048 | $3,941iApproximate average salary by contribution assumption: employee only about $98,527 at 4% or $65,684 at 6%; with 50% employer match about $65,684 at 4% or $43,790 at 6%; with 100% employer match about $49,263 at 4% or $32,842 at 6%. |
| 2006 | 1 | 94 | $3,572,375 | $321,161 | $3,417iApproximate average salary by contribution assumption: employee only about $85,415 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 94 | $3,572,375 | $321,161 | $3,417iApproximate average salary by contribution assumption: employee only about $85,415 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,708 at 4% or $28,472 at 6%. |
| 2005 | 1 | 79 | $3,322,896 | $312,902 | $3,961iApproximate average salary by contribution assumption: employee only about $99,020 at 4% or $66,013 at 6%; with 50% employer match about $66,013 at 4% or $44,009 at 6%; with 100% employer match about $49,510 at 4% or $33,007 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 79 | $3,322,896 | $312,902 | $3,961iApproximate average salary by contribution assumption: employee only about $99,020 at 4% or $66,013 at 6%; with 50% employer match about $66,013 at 4% or $44,009 at 6%; with 100% employer match about $49,510 at 4% or $33,007 at 6%. |
| 2004 | 1 | 69 | $3,289,096 | $456,904 | $6,622iApproximate average salary by contribution assumption: employee only about $165,545 at 4% or $110,363 at 6%; with 50% employer match about $110,363 at 4% or $73,576 at 6%; with 100% employer match about $82,772 at 4% or $55,182 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 69 | $3,289,096 | $456,904 | $6,622iApproximate average salary by contribution assumption: employee only about $165,545 at 4% or $110,363 at 6%; with 50% employer match about $110,363 at 4% or $73,576 at 6%; with 100% employer match about $82,772 at 4% or $55,182 at 6%. |
| 2003 | 1 | 61 | $2,776,287 | $420,506 | $6,894iApproximate average salary by contribution assumption: employee only about $172,339 at 4% or $114,892 at 6%; with 50% employer match about $114,892 at 4% or $76,595 at 6%; with 100% employer match about $86,169 at 4% or $57,446 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 61 | $2,776,287 | $420,506 | $6,894iApproximate average salary by contribution assumption: employee only about $172,339 at 4% or $114,892 at 6%; with 50% employer match about $114,892 at 4% or $76,595 at 6%; with 100% employer match about $86,169 at 4% or $57,446 at 6%. |
| 2002 | 1 | 62 | $1,959,850 | $398,510 | $6,428iApproximate average salary by contribution assumption: employee only about $160,690 at 4% or $107,126 at 6%; with 50% employer match about $107,126 at 4% or $71,418 at 6%; with 100% employer match about $80,345 at 4% or $53,563 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 62 | $1,959,850 | $398,510 | $6,428iApproximate average salary by contribution assumption: employee only about $160,690 at 4% or $107,126 at 6%; with 50% employer match about $107,126 at 4% or $71,418 at 6%; with 100% employer match about $80,345 at 4% or $53,563 at 6%. |
| 2001 | 1 | 54 | $0 | $0 | - |
| Sain Associates Inc. 401(K) Plan | - | 54 | - | - | - |
| 2000 | 1 | 53 | $1,838,860 | $256,642 | $4,842iApproximate average salary by contribution assumption: employee only about $121,058 at 4% or $80,705 at 6%; with 50% employer match about $80,705 at 4% or $53,803 at 6%; with 100% employer match about $60,529 at 4% or $40,353 at 6%. |
| Sain Associates Inc. 401(K) Plan | - | 53 | $1,838,860 | $256,642 | $4,842iApproximate average salary by contribution assumption: employee only about $121,058 at 4% or $80,705 at 6%; with 50% employer match about $80,705 at 4% or $53,803 at 6%; with 100% employer match about $60,529 at 4% or $40,353 at 6%. |