Civic Intelligence

Sun Finance Co. LLC

Plan context: Sun Finance Company LLC 401(K) Plan

EIN 72-0536636 • Metairie, LA • 25 filings • 4 plans

3525 N. Causeway Blvd, Suite 900Metairie, LA 70002
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$5,843,258

2024 Contributions

$114,978

Historical Graphs

Total Assets Over Time

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

$5,843,258$2,921,629$0200020132024YearValue
$5,843,258Latest year 2024

Participants Over Time

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

27140200020122024YearValue
7Latest 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
202417$5,843,258$114,978$16,425iApproximate average salary by contribution assumption: employee only about $410,636 at 4% or $273,757 at 6%; with 50% employer match about $273,757 at 4% or $182,505 at 6%; with 100% employer match about $205,318 at 4% or $136,879 at 6%.
Sun Finance Company LLC 401(K) Plan-7$5,843,258$114,978$16,425iApproximate average salary by contribution assumption: employee only about $410,636 at 4% or $273,757 at 6%; with 50% employer match about $273,757 at 4% or $182,505 at 6%; with 100% employer match about $205,318 at 4% or $136,879 at 6%.
2023110$5,331,229$121,282$12,128iApproximate average salary by contribution assumption: employee only about $303,205 at 4% or $202,137 at 6%; with 50% employer match about $202,137 at 4% or $134,758 at 6%; with 100% employer match about $151,603 at 4% or $101,068 at 6%.
Sun Finance Company LLC 401(K) Plan-10$5,331,229$121,282$12,128iApproximate average salary by contribution assumption: employee only about $303,205 at 4% or $202,137 at 6%; with 50% employer match about $202,137 at 4% or $134,758 at 6%; with 100% employer match about $151,603 at 4% or $101,068 at 6%.
2022112$4,685,315$128,347$10,696iApproximate average salary by contribution assumption: employee only about $267,390 at 4% or $178,260 at 6%; with 50% employer match about $178,260 at 4% or $118,840 at 6%; with 100% employer match about $133,695 at 4% or $89,130 at 6%.
Sun Finance Company LLC 401(K) Plan-12$4,685,315$128,347$10,696iApproximate average salary by contribution assumption: employee only about $267,390 at 4% or $178,260 at 6%; with 50% employer match about $178,260 at 4% or $118,840 at 6%; with 100% employer match about $133,695 at 4% or $89,130 at 6%.
2021113$5,586,432$135,231$10,402iApproximate average salary by contribution assumption: employee only about $260,060 at 4% or $173,373 at 6%; with 50% employer match about $173,373 at 4% or $115,582 at 6%; with 100% employer match about $130,030 at 4% or $86,687 at 6%.
Sun Finance Company LLC 401(K) Plan-13$5,586,432$135,231$10,402iApproximate average salary by contribution assumption: employee only about $260,060 at 4% or $173,373 at 6%; with 50% employer match about $173,373 at 4% or $115,582 at 6%; with 100% employer match about $130,030 at 4% or $86,687 at 6%.
2020114$4,727,928$127,138$9,081iApproximate average salary by contribution assumption: employee only about $227,032 at 4% or $151,355 at 6%; with 50% employer match about $151,355 at 4% or $100,903 at 6%; with 100% employer match about $113,516 at 4% or $75,677 at 6%.
Sun Finance Company LLC 401(K) Plan-14$4,727,928$127,138$9,081iApproximate average salary by contribution assumption: employee only about $227,032 at 4% or $151,355 at 6%; with 50% employer match about $151,355 at 4% or $100,903 at 6%; with 100% employer match about $113,516 at 4% or $75,677 at 6%.
2019114$3,931,371$148,006$10,572iApproximate average salary by contribution assumption: employee only about $264,296 at 4% or $176,198 at 6%; with 50% employer match about $176,198 at 4% or $117,465 at 6%; with 100% employer match about $132,148 at 4% or $88,099 at 6%.
Sun Finance Company LLC 401(K) Plan-14$3,931,371$148,006$10,572iApproximate average salary by contribution assumption: employee only about $264,296 at 4% or $176,198 at 6%; with 50% employer match about $176,198 at 4% or $117,465 at 6%; with 100% employer match about $132,148 at 4% or $88,099 at 6%.
2018117$3,518,761$158,869$9,345iApproximate average salary by contribution assumption: employee only about $233,631 at 4% or $155,754 at 6%; with 50% employer match about $155,754 at 4% or $103,836 at 6%; with 100% employer match about $116,815 at 4% or $77,877 at 6%.
Sun Finance Company LLC 401(K) Plan-17$3,518,761$158,869$9,345iApproximate average salary by contribution assumption: employee only about $233,631 at 4% or $155,754 at 6%; with 50% employer match about $155,754 at 4% or $103,836 at 6%; with 100% employer match about $116,815 at 4% or $77,877 at 6%.
2017117$3,614,745$188,595$11,094iApproximate average salary by contribution assumption: employee only about $277,346 at 4% or $184,897 at 6%; with 50% employer match about $184,897 at 4% or $123,265 at 6%; with 100% employer match about $138,673 at 4% or $92,449 at 6%.
Sun Finance Company LLC 401(K) Plan-17$3,614,745$188,595$11,094iApproximate average salary by contribution assumption: employee only about $277,346 at 4% or $184,897 at 6%; with 50% employer match about $184,897 at 4% or $123,265 at 6%; with 100% employer match about $138,673 at 4% or $92,449 at 6%.
2016117$2,818,965$187,355$11,021iApproximate average salary by contribution assumption: employee only about $275,522 at 4% or $183,681 at 6%; with 50% employer match about $183,681 at 4% or $122,454 at 6%; with 100% employer match about $137,761 at 4% or $91,841 at 6%.
Sun Finance Company LLC 401(K) Plan-17$2,818,965$187,355$11,021iApproximate average salary by contribution assumption: employee only about $275,522 at 4% or $183,681 at 6%; with 50% employer match about $183,681 at 4% or $122,454 at 6%; with 100% employer match about $137,761 at 4% or $91,841 at 6%.
2015116$2,411,473$134,822$8,426iApproximate average salary by contribution assumption: employee only about $210,659 at 4% or $140,440 at 6%; with 50% employer match about $140,440 at 4% or $93,626 at 6%; with 100% employer match about $105,330 at 4% or $70,220 at 6%.
Sun Finance Company LLC 401(K) Plan-16$2,411,473$134,822$8,426iApproximate average salary by contribution assumption: employee only about $210,659 at 4% or $140,440 at 6%; with 50% employer match about $140,440 at 4% or $93,626 at 6%; with 100% employer match about $105,330 at 4% or $70,220 at 6%.
2014117$2,979,290$119,056$7,003iApproximate average salary by contribution assumption: employee only about $175,082 at 4% or $116,722 at 6%; with 50% employer match about $116,722 at 4% or $77,814 at 6%; with 100% employer match about $87,541 at 4% or $58,361 at 6%.
Sun Finance Company LLC 401(K) Plan-17$2,979,290$119,056$7,003iApproximate average salary by contribution assumption: employee only about $175,082 at 4% or $116,722 at 6%; with 50% employer match about $116,722 at 4% or $77,814 at 6%; with 100% employer match about $87,541 at 4% or $58,361 at 6%.
2013119$2,720,010$129,964$6,840iApproximate average salary by contribution assumption: employee only about $171,005 at 4% or $114,004 at 6%; with 50% employer match about $114,004 at 4% or $76,002 at 6%; with 100% employer match about $85,503 at 4% or $57,002 at 6%.
Sun Finance Company LLC 401(K) Plan-19$2,720,010$129,964$6,840iApproximate average salary by contribution assumption: employee only about $171,005 at 4% or $114,004 at 6%; with 50% employer match about $114,004 at 4% or $76,002 at 6%; with 100% employer match about $85,503 at 4% or $57,002 at 6%.
2012120$2,117,169$109,482$5,474iApproximate average salary by contribution assumption: employee only about $136,853 at 4% or $91,235 at 6%; with 50% employer match about $91,235 at 4% or $60,823 at 6%; with 100% employer match about $68,426 at 4% or $45,618 at 6%.
Sun Finance Company LLC 401(K) Plan-20$2,117,169$109,482$5,474iApproximate average salary by contribution assumption: employee only about $136,853 at 4% or $91,235 at 6%; with 50% employer match about $91,235 at 4% or $60,823 at 6%; with 100% employer match about $68,426 at 4% or $45,618 at 6%.
2011120$1,785,449$107,799$5,390iApproximate average salary by contribution assumption: employee only about $134,749 at 4% or $89,833 at 6%; with 50% employer match about $89,833 at 4% or $59,888 at 6%; with 100% employer match about $67,374 at 4% or $44,916 at 6%.
Sun Finance Company LLC 401(K) Plan-20$1,785,449$107,799$5,390iApproximate average salary by contribution assumption: employee only about $134,749 at 4% or $89,833 at 6%; with 50% employer match about $89,833 at 4% or $59,888 at 6%; with 100% employer match about $67,374 at 4% or $44,916 at 6%.
2010120$2,124,725$94,389$4,719iApproximate average salary by contribution assumption: employee only about $117,986 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,438 at 6%; with 100% employer match about $58,993 at 4% or $39,329 at 6%.
Sun Finance Company LLC 401(K) Plan-20$2,124,725$94,389$4,719iApproximate average salary by contribution assumption: employee only about $117,986 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,438 at 6%; with 100% employer match about $58,993 at 4% or $39,329 at 6%.
2009122$1,814,191$102,915$4,678iApproximate average salary by contribution assumption: employee only about $116,949 at 4% or $77,966 at 6%; with 50% employer match about $77,966 at 4% or $51,977 at 6%; with 100% employer match about $58,474 at 4% or $38,983 at 6%.
Sun Finance Company LLC 401(K) Plan-22$1,814,191$102,915$4,678iApproximate average salary by contribution assumption: employee only about $116,949 at 4% or $77,966 at 6%; with 50% employer match about $77,966 at 4% or $51,977 at 6%; with 100% employer match about $58,474 at 4% or $38,983 at 6%.
2008123$1,330,462$112,857$4,907iApproximate average salary by contribution assumption: employee only about $122,671 at 4% or $81,780 at 6%; with 50% employer match about $81,780 at 4% or $54,520 at 6%; with 100% employer match about $61,335 at 4% or $40,890 at 6%.
Sun Finance Company LLC 401(K) Plan-23$1,330,462$112,857$4,907iApproximate average salary by contribution assumption: employee only about $122,671 at 4% or $81,780 at 6%; with 50% employer match about $81,780 at 4% or $54,520 at 6%; with 100% employer match about $61,335 at 4% or $40,890 at 6%.
2007120$0$0-
Sun Finance Company LLC 401(K) Plan-20---
2006126$1,671,915$123,250$4,740iApproximate average salary by contribution assumption: employee only about $118,510 at 4% or $79,006 at 6%; with 50% employer match about $79,006 at 4% or $52,671 at 6%; with 100% employer match about $59,255 at 4% or $39,503 at 6%.
Sun Finance Company LLC 401(K) Plan-26$1,671,915$123,250$4,740iApproximate average salary by contribution assumption: employee only about $118,510 at 4% or $79,006 at 6%; with 50% employer match about $79,006 at 4% or $52,671 at 6%; with 100% employer match about $59,255 at 4% or $39,503 at 6%.
2005127$1,432,986$124,128$4,597iApproximate average salary by contribution assumption: employee only about $114,933 at 4% or $76,622 at 6%; with 50% employer match about $76,622 at 4% or $51,081 at 6%; with 100% employer match about $57,467 at 4% or $38,311 at 6%.
Sun Finance Company LLC 401(K) Plan-27$1,432,986$124,128$4,597iApproximate average salary by contribution assumption: employee only about $114,933 at 4% or $76,622 at 6%; with 50% employer match about $76,622 at 4% or $51,081 at 6%; with 100% employer match about $57,467 at 4% or $38,311 at 6%.
2004127$1,284,348$142,597$5,281iApproximate average salary by contribution assumption: employee only about $132,034 at 4% or $88,023 at 6%; with 50% employer match about $88,023 at 4% or $58,682 at 6%; with 100% employer match about $66,017 at 4% or $44,011 at 6%.
Sun Finance Company LLC 401(K) Plan-27$1,284,348$142,597$5,281iApproximate average salary by contribution assumption: employee only about $132,034 at 4% or $88,023 at 6%; with 50% employer match about $88,023 at 4% or $58,682 at 6%; with 100% employer match about $66,017 at 4% or $44,011 at 6%.
2003121$1,019,535$96,866$4,613iApproximate average salary by contribution assumption: employee only about $115,317 at 4% or $76,878 at 6%; with 50% employer match about $76,878 at 4% or $51,252 at 6%; with 100% employer match about $57,658 at 4% or $38,439 at 6%.
Sun Finance Company LLC 401(K) Plan-21$1,019,535$96,866$4,613iApproximate average salary by contribution assumption: employee only about $115,317 at 4% or $76,878 at 6%; with 50% employer match about $76,878 at 4% or $51,252 at 6%; with 100% employer match about $57,658 at 4% or $38,439 at 6%.
2002120$709,314$97,645$4,882iApproximate average salary by contribution assumption: employee only about $122,056 at 4% or $81,371 at 6%; with 50% employer match about $81,371 at 4% or $54,247 at 6%; with 100% employer match about $61,028 at 4% or $40,685 at 6%.
Sun Finance Company LLC 401(K) Plan-20$709,314$97,645$4,882iApproximate average salary by contribution assumption: employee only about $122,056 at 4% or $81,371 at 6%; with 50% employer match about $81,371 at 4% or $54,247 at 6%; with 100% employer match about $61,028 at 4% or $40,685 at 6%.
2001123$0$0-
Sun Finance Company LLC 401(K) Plan-23---
2000123$675,998$81,868$3,559iApproximate average salary by contribution assumption: employee only about $88,987 at 4% or $59,325 at 6%; with 50% employer match about $59,325 at 4% or $39,550 at 6%; with 100% employer match about $44,493 at 4% or $29,662 at 6%.
Sun Finance Company LLC 401(K) Plan-23$675,998$81,868$3,559iApproximate average salary by contribution assumption: employee only about $88,987 at 4% or $59,325 at 6%; with 50% employer match about $59,325 at 4% or $39,550 at 6%; with 100% employer match about $44,493 at 4% or $29,662 at 6%.