Civic Intelligence

Sutley Wertzer Inc.

Plan context: Sutley Wertzer Inc. 401(K) Retirement Savings Plan

EIN 68-0466150 • Sacramento, CA • 22 filings • 3 plans

9700 Business Park DriveSuite 204Sacramento, CA 95827
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,530,660

2024 Contributions

$112,928

Historical Graphs

Total Assets Over Time

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

$2,530,660$1,265,330$0200320142024YearValue
$2,530,660Latest year 2024

Participants Over Time

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

950200320142024YearValue
9Latest 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
202419$2,530,660$112,928$12,548iApproximate average salary by contribution assumption: employee only about $313,689 at 4% or $209,126 at 6%; with 50% employer match about $209,126 at 4% or $139,417 at 6%; with 100% employer match about $156,844 at 4% or $104,563 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-9$2,530,660$112,928$12,548iApproximate average salary by contribution assumption: employee only about $313,689 at 4% or $209,126 at 6%; with 50% employer match about $209,126 at 4% or $139,417 at 6%; with 100% employer match about $156,844 at 4% or $104,563 at 6%.
202319$2,012,737$97,359$10,818iApproximate average salary by contribution assumption: employee only about $270,442 at 4% or $180,294 at 6%; with 50% employer match about $180,294 at 4% or $120,196 at 6%; with 100% employer match about $135,221 at 4% or $90,147 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-9$2,012,737$97,359$10,818iApproximate average salary by contribution assumption: employee only about $270,442 at 4% or $180,294 at 6%; with 50% employer match about $180,294 at 4% or $120,196 at 6%; with 100% employer match about $135,221 at 4% or $90,147 at 6%.
202217$1,472,548$81,242$11,606iApproximate average salary by contribution assumption: employee only about $290,150 at 4% or $193,433 at 6%; with 50% employer match about $193,433 at 4% or $128,956 at 6%; with 100% employer match about $145,075 at 4% or $96,717 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-7$1,472,548$81,242$11,606iApproximate average salary by contribution assumption: employee only about $290,150 at 4% or $193,433 at 6%; with 50% employer match about $193,433 at 4% or $128,956 at 6%; with 100% employer match about $145,075 at 4% or $96,717 at 6%.
202118$2,106,261$150,292$18,787iApproximate average salary by contribution assumption: employee only about $469,663 at 4% or $313,108 at 6%; with 50% employer match about $313,108 at 4% or $208,739 at 6%; with 100% employer match about $234,831 at 4% or $156,554 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-8$2,106,261$150,292$18,787iApproximate average salary by contribution assumption: employee only about $469,663 at 4% or $313,108 at 6%; with 50% employer match about $313,108 at 4% or $208,739 at 6%; with 100% employer match about $234,831 at 4% or $156,554 at 6%.
202016$1,533,427$75,083$12,514iApproximate average salary by contribution assumption: employee only about $312,846 at 4% or $208,564 at 6%; with 50% employer match about $208,564 at 4% or $139,043 at 6%; with 100% employer match about $156,423 at 4% or $104,282 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$1,533,427$75,083$12,514iApproximate average salary by contribution assumption: employee only about $312,846 at 4% or $208,564 at 6%; with 50% employer match about $208,564 at 4% or $139,043 at 6%; with 100% employer match about $156,423 at 4% or $104,282 at 6%.
201916$1,285,362$70,374$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$1,285,362$70,374$11,729iApproximate average salary by contribution assumption: employee only about $293,225 at 4% or $195,483 at 6%; with 50% employer match about $195,483 at 4% or $130,322 at 6%; with 100% employer match about $146,613 at 4% or $97,742 at 6%.
201816$1,035,419$63,367$10,561iApproximate average salary by contribution assumption: employee only about $264,029 at 4% or $176,019 at 6%; with 50% employer match about $176,019 at 4% or $117,346 at 6%; with 100% employer match about $132,015 at 4% or $88,010 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$1,035,419$63,367$10,561iApproximate average salary by contribution assumption: employee only about $264,029 at 4% or $176,019 at 6%; with 50% employer match about $176,019 at 4% or $117,346 at 6%; with 100% employer match about $132,015 at 4% or $88,010 at 6%.
201716$1,041,272$51,842$8,640iApproximate average salary by contribution assumption: employee only about $216,008 at 4% or $144,006 at 6%; with 50% employer match about $144,006 at 4% or $96,004 at 6%; with 100% employer match about $108,004 at 4% or $72,003 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$1,041,272$51,842$8,640iApproximate average salary by contribution assumption: employee only about $216,008 at 4% or $144,006 at 6%; with 50% employer match about $144,006 at 4% or $96,004 at 6%; with 100% employer match about $108,004 at 4% or $72,003 at 6%.
201616$863,625$59,892$9,982iApproximate average salary by contribution assumption: employee only about $249,550 at 4% or $166,367 at 6%; with 50% employer match about $166,367 at 4% or $110,911 at 6%; with 100% employer match about $124,775 at 4% or $83,183 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$863,625$59,892$9,982iApproximate average salary by contribution assumption: employee only about $249,550 at 4% or $166,367 at 6%; with 50% employer match about $166,367 at 4% or $110,911 at 6%; with 100% employer match about $124,775 at 4% or $83,183 at 6%.
201517$755,490$42,315$6,045iApproximate average salary by contribution assumption: employee only about $151,125 at 4% or $100,750 at 6%; with 50% employer match about $100,750 at 4% or $67,167 at 6%; with 100% employer match about $75,563 at 4% or $50,375 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-7$755,490$42,315$6,045iApproximate average salary by contribution assumption: employee only about $151,125 at 4% or $100,750 at 6%; with 50% employer match about $100,750 at 4% or $67,167 at 6%; with 100% employer match about $75,563 at 4% or $50,375 at 6%.
201416$766,753$65,103$10,851iApproximate average salary by contribution assumption: employee only about $271,263 at 4% or $180,842 at 6%; with 50% employer match about $180,842 at 4% or $120,561 at 6%; with 100% employer match about $135,631 at 4% or $90,421 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$766,753$65,103$10,851iApproximate average salary by contribution assumption: employee only about $271,263 at 4% or $180,842 at 6%; with 50% employer match about $180,842 at 4% or $120,561 at 6%; with 100% employer match about $135,631 at 4% or $90,421 at 6%.
201316$655,618$64,073$10,679iApproximate average salary by contribution assumption: employee only about $266,971 at 4% or $177,981 at 6%; with 50% employer match about $177,981 at 4% or $118,654 at 6%; with 100% employer match about $133,485 at 4% or $88,990 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$655,618$64,073$10,679iApproximate average salary by contribution assumption: employee only about $266,971 at 4% or $177,981 at 6%; with 50% employer match about $177,981 at 4% or $118,654 at 6%; with 100% employer match about $133,485 at 4% or $88,990 at 6%.
201216$525,816$61,609$10,268iApproximate average salary by contribution assumption: employee only about $256,704 at 4% or $171,136 at 6%; with 50% employer match about $171,136 at 4% or $114,091 at 6%; with 100% employer match about $128,352 at 4% or $85,568 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-6$525,816$61,609$10,268iApproximate average salary by contribution assumption: employee only about $256,704 at 4% or $171,136 at 6%; with 50% employer match about $171,136 at 4% or $114,091 at 6%; with 100% employer match about $128,352 at 4% or $85,568 at 6%.
201118$439,730$67,474$8,434iApproximate average salary by contribution assumption: employee only about $210,856 at 4% or $140,571 at 6%; with 50% employer match about $140,571 at 4% or $93,714 at 6%; with 100% employer match about $105,428 at 4% or $70,285 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-8$439,730$67,474$8,434iApproximate average salary by contribution assumption: employee only about $210,856 at 4% or $140,571 at 6%; with 50% employer match about $140,571 at 4% or $93,714 at 6%; with 100% employer match about $105,428 at 4% or $70,285 at 6%.
201018$409,082$56,950$7,119iApproximate average salary by contribution assumption: employee only about $177,969 at 4% or $118,646 at 6%; with 50% employer match about $118,646 at 4% or $79,097 at 6%; with 100% employer match about $88,984 at 4% or $59,323 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-8$409,082$56,950$7,119iApproximate average salary by contribution assumption: employee only about $177,969 at 4% or $118,646 at 6%; with 50% employer match about $118,646 at 4% or $79,097 at 6%; with 100% employer match about $88,984 at 4% or $59,323 at 6%.
200915$337,956$41,734$8,347iApproximate average salary by contribution assumption: employee only about $208,670 at 4% or $139,113 at 6%; with 50% employer match about $139,113 at 4% or $92,742 at 6%; with 100% employer match about $104,335 at 4% or $69,557 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-5$337,956$41,734$8,347iApproximate average salary by contribution assumption: employee only about $208,670 at 4% or $139,113 at 6%; with 50% employer match about $139,113 at 4% or $92,742 at 6%; with 100% employer match about $104,335 at 4% or $69,557 at 6%.
200814$215,609$52,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-4$215,609$52,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200714$0$0-
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-4---
200615$207,105$33,556$6,711iApproximate average salary by contribution assumption: employee only about $167,780 at 4% or $111,853 at 6%; with 50% employer match about $111,853 at 4% or $74,569 at 6%; with 100% employer match about $83,890 at 4% or $55,927 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-5$207,105$33,556$6,711iApproximate average salary by contribution assumption: employee only about $167,780 at 4% or $111,853 at 6%; with 50% employer match about $111,853 at 4% or $74,569 at 6%; with 100% employer match about $83,890 at 4% or $55,927 at 6%.
200513$152,970$33,086$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-3$152,970$33,086$11,029iApproximate average salary by contribution assumption: employee only about $275,717 at 4% or $183,811 at 6%; with 50% employer match about $183,811 at 4% or $122,541 at 6%; with 100% employer match about $137,858 at 4% or $91,906 at 6%.
200413$109,449$42,516$14,172iApproximate average salary by contribution assumption: employee only about $354,300 at 4% or $236,200 at 6%; with 50% employer match about $236,200 at 4% or $157,467 at 6%; with 100% employer match about $177,150 at 4% or $118,100 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-3$109,449$42,516$14,172iApproximate average salary by contribution assumption: employee only about $354,300 at 4% or $236,200 at 6%; with 50% employer match about $236,200 at 4% or $157,467 at 6%; with 100% employer match about $177,150 at 4% or $118,100 at 6%.
200313$56,300$46,138$15,379iApproximate average salary by contribution assumption: employee only about $384,483 at 4% or $256,322 at 6%; with 50% employer match about $256,322 at 4% or $170,881 at 6%; with 100% employer match about $192,242 at 4% or $128,161 at 6%.
Sutley Wertzer Inc. 401(K) Retirement Savings Plan-3$56,300$46,138$15,379iApproximate average salary by contribution assumption: employee only about $384,483 at 4% or $256,322 at 6%; with 50% employer match about $256,322 at 4% or $170,881 at 6%; with 100% employer match about $192,242 at 4% or $128,161 at 6%.