Civic Intelligence

SULLIVAN AND COMPANY, LLC

Plan context: Sullivan and Company Savings and Retirement Plan

EIN 73-1553312 • Tulsa, OK • 20 filings • 1 plans

2100 S. Utica Ave.Suite 210ATulsa, OK 74114
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$2,423,542

2018 Contributions

$31,249

Historical Graphs

Total Assets Over Time

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

$2,683,367$1,341,684$0199920092017YearValue
$2,423,542Latest year 2017

Participants Over Time

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

1890199920082017YearValue
11Latest year 2017

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
201810$0$31,249-
Sullivan and Company Savings and Retirement Plan-0$0$31,249-
2017111$2,423,542$60,600$5,509iApproximate average salary by contribution assumption: employee only about $137,727 at 4% or $91,818 at 6%; with 50% employer match about $91,818 at 4% or $61,212 at 6%; with 100% employer match about $68,864 at 4% or $45,909 at 6%.
Sullivan and Company Savings and Retirement Plan-11$2,423,542$60,600$5,509iApproximate average salary by contribution assumption: employee only about $137,727 at 4% or $91,818 at 6%; with 50% employer match about $91,818 at 4% or $61,212 at 6%; with 100% employer match about $68,864 at 4% or $45,909 at 6%.
2016112$2,102,332$90,571$7,548iApproximate average salary by contribution assumption: employee only about $188,690 at 4% or $125,793 at 6%; with 50% employer match about $125,793 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
Sullivan and Company Savings and Retirement Plan-12$2,102,332$90,571$7,548iApproximate average salary by contribution assumption: employee only about $188,690 at 4% or $125,793 at 6%; with 50% employer match about $125,793 at 4% or $83,862 at 6%; with 100% employer match about $94,345 at 4% or $62,897 at 6%.
2015115$2,235,326$209,812$13,987iApproximate average salary by contribution assumption: employee only about $349,687 at 4% or $233,124 at 6%; with 50% employer match about $233,124 at 4% or $155,416 at 6%; with 100% employer match about $174,843 at 4% or $116,562 at 6%.
Sullivan and Company Savings and Retirement Plan-15$2,235,326$209,812$13,987iApproximate average salary by contribution assumption: employee only about $349,687 at 4% or $233,124 at 6%; with 50% employer match about $233,124 at 4% or $155,416 at 6%; with 100% employer match about $174,843 at 4% or $116,562 at 6%.
2014116$2,683,367$259,042$16,190iApproximate average salary by contribution assumption: employee only about $404,753 at 4% or $269,835 at 6%; with 50% employer match about $269,835 at 4% or $179,890 at 6%; with 100% employer match about $202,377 at 4% or $134,918 at 6%.
Sullivan and Company Savings and Retirement Plan-16$2,683,367$259,042$16,190iApproximate average salary by contribution assumption: employee only about $404,753 at 4% or $269,835 at 6%; with 50% employer match about $269,835 at 4% or $179,890 at 6%; with 100% employer match about $202,377 at 4% or $134,918 at 6%.
2013116$2,316,921$229,841$14,365iApproximate average salary by contribution assumption: employee only about $359,127 at 4% or $239,418 at 6%; with 50% employer match about $239,418 at 4% or $159,612 at 6%; with 100% employer match about $179,563 at 4% or $119,709 at 6%.
Sullivan and Company Savings and Retirement Plan-16$2,316,921$229,841$14,365iApproximate average salary by contribution assumption: employee only about $359,127 at 4% or $239,418 at 6%; with 50% employer match about $239,418 at 4% or $159,612 at 6%; with 100% employer match about $179,563 at 4% or $119,709 at 6%.
2012117$1,908,479$260,265$15,310iApproximate average salary by contribution assumption: employee only about $382,743 at 4% or $255,162 at 6%; with 50% employer match about $255,162 at 4% or $170,108 at 6%; with 100% employer match about $191,371 at 4% or $127,581 at 6%.
Sullivan and Company Savings and Retirement Plan-17$1,908,479$260,265$15,310iApproximate average salary by contribution assumption: employee only about $382,743 at 4% or $255,162 at 6%; with 50% employer match about $255,162 at 4% or $170,108 at 6%; with 100% employer match about $191,371 at 4% or $127,581 at 6%.
2011115$1,731,418$257,549$17,170iApproximate average salary by contribution assumption: employee only about $429,248 at 4% or $286,166 at 6%; with 50% employer match about $286,166 at 4% or $190,777 at 6%; with 100% employer match about $214,624 at 4% or $143,083 at 6%.
Sullivan and Company Savings and Retirement Plan-15$1,731,418$257,549$17,170iApproximate average salary by contribution assumption: employee only about $429,248 at 4% or $286,166 at 6%; with 50% employer match about $286,166 at 4% or $190,777 at 6%; with 100% employer match about $214,624 at 4% or $143,083 at 6%.
2010116$1,962,773$260,508$16,282iApproximate average salary by contribution assumption: employee only about $407,044 at 4% or $271,363 at 6%; with 50% employer match about $271,363 at 4% or $180,908 at 6%; with 100% employer match about $203,522 at 4% or $135,681 at 6%.
Sullivan and Company Savings and Retirement Plan-16$1,962,773$260,508$16,282iApproximate average salary by contribution assumption: employee only about $407,044 at 4% or $271,363 at 6%; with 50% employer match about $271,363 at 4% or $180,908 at 6%; with 100% employer match about $203,522 at 4% or $135,681 at 6%.
2009118$1,589,767$271,923$15,107iApproximate average salary by contribution assumption: employee only about $377,671 at 4% or $251,781 at 6%; with 50% employer match about $251,781 at 4% or $167,854 at 6%; with 100% employer match about $188,835 at 4% or $125,890 at 6%.
Sullivan and Company Savings and Retirement Plan-18$1,589,767$271,923$15,107iApproximate average salary by contribution assumption: employee only about $377,671 at 4% or $251,781 at 6%; with 50% employer match about $251,781 at 4% or $167,854 at 6%; with 100% employer match about $188,835 at 4% or $125,890 at 6%.
2008116$1,027,888$233,464$14,592iApproximate average salary by contribution assumption: employee only about $364,788 at 4% or $243,192 at 6%; with 50% employer match about $243,192 at 4% or $162,128 at 6%; with 100% employer match about $182,394 at 4% or $121,596 at 6%.
Sullivan and Company Savings and Retirement Plan-16$1,027,888$233,464$14,592iApproximate average salary by contribution assumption: employee only about $364,788 at 4% or $243,192 at 6%; with 50% employer match about $243,192 at 4% or $162,128 at 6%; with 100% employer match about $182,394 at 4% or $121,596 at 6%.
2007114$1,182,790$189,172$13,512iApproximate average salary by contribution assumption: employee only about $337,807 at 4% or $225,205 at 6%; with 50% employer match about $225,205 at 4% or $150,137 at 6%; with 100% employer match about $168,904 at 4% or $112,602 at 6%.
Sullivan and Company Savings and Retirement Plan-14$1,182,790$189,172$13,512iApproximate average salary by contribution assumption: employee only about $337,807 at 4% or $225,205 at 6%; with 50% employer match about $225,205 at 4% or $150,137 at 6%; with 100% employer match about $168,904 at 4% or $112,602 at 6%.
2006112$892,867$177,014$14,751iApproximate average salary by contribution assumption: employee only about $368,779 at 4% or $245,853 at 6%; with 50% employer match about $245,853 at 4% or $163,902 at 6%; with 100% employer match about $184,390 at 4% or $122,926 at 6%.
Sullivan and Company Savings and Retirement Plan-12$892,867$177,014$14,751iApproximate average salary by contribution assumption: employee only about $368,779 at 4% or $245,853 at 6%; with 50% employer match about $245,853 at 4% or $163,902 at 6%; with 100% employer match about $184,390 at 4% or $122,926 at 6%.
2005112$656,162$112,170$9,348iApproximate average salary by contribution assumption: employee only about $233,688 at 4% or $155,792 at 6%; with 50% employer match about $155,792 at 4% or $103,861 at 6%; with 100% employer match about $116,844 at 4% or $77,896 at 6%.
Sullivan and Company Savings and Retirement Plan-12$656,162$112,170$9,348iApproximate average salary by contribution assumption: employee only about $233,688 at 4% or $155,792 at 6%; with 50% employer match about $155,792 at 4% or $103,861 at 6%; with 100% employer match about $116,844 at 4% or $77,896 at 6%.
2004111$612,570$89,834$8,167iApproximate average salary by contribution assumption: employee only about $204,168 at 4% or $136,112 at 6%; with 50% employer match about $136,112 at 4% or $90,741 at 6%; with 100% employer match about $102,084 at 4% or $68,056 at 6%.
Sullivan and Company Savings and Retirement Plan-11$612,570$89,834$8,167iApproximate average salary by contribution assumption: employee only about $204,168 at 4% or $136,112 at 6%; with 50% employer match about $136,112 at 4% or $90,741 at 6%; with 100% employer match about $102,084 at 4% or $68,056 at 6%.
2003110$496,126$75,677$7,568iApproximate average salary by contribution assumption: employee only about $189,193 at 4% or $126,128 at 6%; with 50% employer match about $126,128 at 4% or $84,086 at 6%; with 100% employer match about $94,596 at 4% or $63,064 at 6%.
Sullivan and Company Savings and Retirement Plan-10$496,126$75,677$7,568iApproximate average salary by contribution assumption: employee only about $189,193 at 4% or $126,128 at 6%; with 50% employer match about $126,128 at 4% or $84,086 at 6%; with 100% employer match about $94,596 at 4% or $63,064 at 6%.
2002110$372,947$68,350$6,835iApproximate average salary by contribution assumption: employee only about $170,875 at 4% or $113,917 at 6%; with 50% employer match about $113,917 at 4% or $75,944 at 6%; with 100% employer match about $85,438 at 4% or $56,958 at 6%.
Sullivan and Company Savings and Retirement Plan-10$372,947$68,350$6,835iApproximate average salary by contribution assumption: employee only about $170,875 at 4% or $113,917 at 6%; with 50% employer match about $113,917 at 4% or $75,944 at 6%; with 100% employer match about $85,438 at 4% or $56,958 at 6%.
2001111$0$0-
Sullivan and Company Savings and Retirement Plan-11---
2000111$648,564$62,025$5,639iApproximate average salary by contribution assumption: employee only about $140,966 at 4% or $93,977 at 6%; with 50% employer match about $93,977 at 4% or $62,652 at 6%; with 100% employer match about $70,483 at 4% or $46,989 at 6%.
Sullivan and Company Savings and Retirement Plan-11$648,564$62,025$5,639iApproximate average salary by contribution assumption: employee only about $140,966 at 4% or $93,977 at 6%; with 50% employer match about $93,977 at 4% or $62,652 at 6%; with 100% employer match about $70,483 at 4% or $46,989 at 6%.
1999113$635,596$52,401$4,031iApproximate average salary by contribution assumption: employee only about $100,771 at 4% or $67,181 at 6%; with 50% employer match about $67,181 at 4% or $44,787 at 6%; with 100% employer match about $50,386 at 4% or $33,590 at 6%.
Sullivan and Company Savings and Retirement Plan-13$635,596$52,401$4,031iApproximate average salary by contribution assumption: employee only about $100,771 at 4% or $67,181 at 6%; with 50% employer match about $67,181 at 4% or $44,787 at 6%; with 100% employer match about $50,386 at 4% or $33,590 at 6%.