Civic Intelligence

Sigma Planning Group Inc

Plan context: Sigma Planning Group 401(K) Profit Sharing Plan

EIN 68-0496781 • Daleville, VA • 10 filings • 2 plans

1616 Roanoke RoadSuite 202Daleville, VA 24083
Current Snapshot

Latest Year

2016

2016 Participants

6

2016 Assets

$871,068

2016 Contributions

$51,360

Historical Graphs

Total Assets Over Time

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

$871,068$435,534$0200720112015YearValue
$871,068Latest year 2015

Participants Over Time

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

1370200720112015YearValue
6Latest year 2015

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
201610$0$51,360-
Sigma Planning Group 401(K) Profit Sharing Plan-0-$51,360-
201516$871,068$66,919$11,153iApproximate average salary by contribution assumption: employee only about $278,829 at 4% or $185,886 at 6%; with 50% employer match about $185,886 at 4% or $123,924 at 6%; with 100% employer match about $139,415 at 4% or $92,943 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-6$871,068$66,919$11,153iApproximate average salary by contribution assumption: employee only about $278,829 at 4% or $185,886 at 6%; with 50% employer match about $185,886 at 4% or $123,924 at 6%; with 100% employer match about $139,415 at 4% or $92,943 at 6%.
201417$826,671$38,829$5,547iApproximate average salary by contribution assumption: employee only about $138,675 at 4% or $92,450 at 6%; with 50% employer match about $92,450 at 4% or $61,633 at 6%; with 100% employer match about $69,338 at 4% or $46,225 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-7$826,671$38,829$5,547iApproximate average salary by contribution assumption: employee only about $138,675 at 4% or $92,450 at 6%; with 50% employer match about $92,450 at 4% or $61,633 at 6%; with 100% employer match about $69,338 at 4% or $46,225 at 6%.
201318$767,403$59,405$7,426iApproximate average salary by contribution assumption: employee only about $185,641 at 4% or $123,760 at 6%; with 50% employer match about $123,760 at 4% or $82,507 at 6%; with 100% employer match about $92,820 at 4% or $61,880 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-8$767,403$59,405$7,426iApproximate average salary by contribution assumption: employee only about $185,641 at 4% or $123,760 at 6%; with 50% employer match about $123,760 at 4% or $82,507 at 6%; with 100% employer match about $92,820 at 4% or $61,880 at 6%.
201219$592,910$99,811$11,090iApproximate average salary by contribution assumption: employee only about $277,253 at 4% or $184,835 at 6%; with 50% employer match about $184,835 at 4% or $123,223 at 6%; with 100% employer match about $138,626 at 4% or $92,418 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-9$592,910$99,811$11,090iApproximate average salary by contribution assumption: employee only about $277,253 at 4% or $184,835 at 6%; with 50% employer match about $184,835 at 4% or $123,223 at 6%; with 100% employer match about $138,626 at 4% or $92,418 at 6%.
2011111$416,926$46,318$4,211iApproximate average salary by contribution assumption: employee only about $105,268 at 4% or $70,179 at 6%; with 50% employer match about $70,179 at 4% or $46,786 at 6%; with 100% employer match about $52,634 at 4% or $35,089 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-11$416,926$46,318$4,211iApproximate average salary by contribution assumption: employee only about $105,268 at 4% or $70,179 at 6%; with 50% employer match about $70,179 at 4% or $46,786 at 6%; with 100% employer match about $52,634 at 4% or $35,089 at 6%.
2010111$397,002$72,264$6,569iApproximate average salary by contribution assumption: employee only about $164,236 at 4% or $109,491 at 6%; with 50% employer match about $109,491 at 4% or $72,994 at 6%; with 100% employer match about $82,118 at 4% or $54,745 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-11$397,002$72,264$6,569iApproximate average salary by contribution assumption: employee only about $164,236 at 4% or $109,491 at 6%; with 50% employer match about $109,491 at 4% or $72,994 at 6%; with 100% employer match about $82,118 at 4% or $54,745 at 6%.
2009113$272,345$108,293$8,330iApproximate average salary by contribution assumption: employee only about $208,256 at 4% or $138,837 at 6%; with 50% employer match about $138,837 at 4% or $92,558 at 6%; with 100% employer match about $104,128 at 4% or $69,419 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-13$272,345$108,293$8,330iApproximate average salary by contribution assumption: employee only about $208,256 at 4% or $138,837 at 6%; with 50% employer match about $138,837 at 4% or $92,558 at 6%; with 100% employer match about $104,128 at 4% or $69,419 at 6%.
2008112$106,327$92,238$7,687iApproximate average salary by contribution assumption: employee only about $192,163 at 4% or $128,108 at 6%; with 50% employer match about $128,108 at 4% or $85,406 at 6%; with 100% employer match about $96,081 at 4% or $64,054 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-12$106,327$92,238$7,687iApproximate average salary by contribution assumption: employee only about $192,163 at 4% or $128,108 at 6%; with 50% employer match about $128,108 at 4% or $85,406 at 6%; with 100% employer match about $96,081 at 4% or $64,054 at 6%.
2007111$50,041$50,625$4,602iApproximate average salary by contribution assumption: employee only about $115,057 at 4% or $76,705 at 6%; with 50% employer match about $76,705 at 4% or $51,136 at 6%; with 100% employer match about $57,528 at 4% or $38,352 at 6%.
Sigma Planning Group 401(K) Profit Sharing Plan-11$50,041$50,625$4,602iApproximate average salary by contribution assumption: employee only about $115,057 at 4% or $76,705 at 6%; with 50% employer match about $76,705 at 4% or $51,136 at 6%; with 100% employer match about $57,528 at 4% or $38,352 at 6%.