Civic Intelligence

Sunvest Inc.

Plan context: SUNVEST, INC. 401(K) PROFIT SHARING PLAN

EIN 75-2509422 • Plano, TX • 20 filings • 3 plans

7804 Secluded AvenuePlano, TX 75024
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$961,825

2018 Contributions

$182,453

Historical Graphs

Total Assets Over Time

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

$1,654,918$827,459$0199920092017YearValue
$961,825Latest year 2017

Participants Over Time

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

630199920092017YearValue
4Latest 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$0-
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-0$0--
201714$961,825$182,453$45,613iApproximate average salary by contribution assumption: employee only about $1,140,331 at 4% or $760,221 at 6%; with 50% employer match about $760,221 at 4% or $506,814 at 6%; with 100% employer match about $570,166 at 4% or $380,110 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-4$961,825$182,453$45,613iApproximate average salary by contribution assumption: employee only about $1,140,331 at 4% or $760,221 at 6%; with 50% employer match about $760,221 at 4% or $506,814 at 6%; with 100% employer match about $570,166 at 4% or $380,110 at 6%.
201614$680,019$165,236$41,309iApproximate average salary by contribution assumption: employee only about $1,032,725 at 4% or $688,483 at 6%; with 50% employer match about $688,483 at 4% or $458,989 at 6%; with 100% employer match about $516,363 at 4% or $344,242 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-4$680,019$165,236$41,309iApproximate average salary by contribution assumption: employee only about $1,032,725 at 4% or $688,483 at 6%; with 50% employer match about $688,483 at 4% or $458,989 at 6%; with 100% employer match about $516,363 at 4% or $344,242 at 6%.
201515$542,913$152,806$30,561iApproximate average salary by contribution assumption: employee only about $764,030 at 4% or $509,353 at 6%; with 50% employer match about $509,353 at 4% or $339,569 at 6%; with 100% employer match about $382,015 at 4% or $254,677 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$542,913$152,806$30,561iApproximate average salary by contribution assumption: employee only about $764,030 at 4% or $509,353 at 6%; with 50% employer match about $509,353 at 4% or $339,569 at 6%; with 100% employer match about $382,015 at 4% or $254,677 at 6%.
201415$1,654,918$159,846$31,969iApproximate average salary by contribution assumption: employee only about $799,230 at 4% or $532,820 at 6%; with 50% employer match about $532,820 at 4% or $355,213 at 6%; with 100% employer match about $399,615 at 4% or $266,410 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$1,654,918$159,846$31,969iApproximate average salary by contribution assumption: employee only about $799,230 at 4% or $532,820 at 6%; with 50% employer match about $532,820 at 4% or $355,213 at 6%; with 100% employer match about $399,615 at 4% or $266,410 at 6%.
201315$1,397,705$161,445$32,289iApproximate average salary by contribution assumption: employee only about $807,225 at 4% or $538,150 at 6%; with 50% employer match about $538,150 at 4% or $358,767 at 6%; with 100% employer match about $403,613 at 4% or $269,075 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$1,397,705$161,445$32,289iApproximate average salary by contribution assumption: employee only about $807,225 at 4% or $538,150 at 6%; with 50% employer match about $538,150 at 4% or $358,767 at 6%; with 100% employer match about $403,613 at 4% or $269,075 at 6%.
201215$1,130,781$156,668$31,334iApproximate average salary by contribution assumption: employee only about $783,340 at 4% or $522,227 at 6%; with 50% employer match about $522,227 at 4% or $348,151 at 6%; with 100% employer match about $391,670 at 4% or $261,113 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$1,130,781$156,668$31,334iApproximate average salary by contribution assumption: employee only about $783,340 at 4% or $522,227 at 6%; with 50% employer match about $522,227 at 4% or $348,151 at 6%; with 100% employer match about $391,670 at 4% or $261,113 at 6%.
201115$881,935$152,167$30,433iApproximate average salary by contribution assumption: employee only about $760,835 at 4% or $507,223 at 6%; with 50% employer match about $507,223 at 4% or $338,149 at 6%; with 100% employer match about $380,418 at 4% or $253,612 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$881,935$152,167$30,433iApproximate average salary by contribution assumption: employee only about $760,835 at 4% or $507,223 at 6%; with 50% employer match about $507,223 at 4% or $338,149 at 6%; with 100% employer match about $380,418 at 4% or $253,612 at 6%.
201015$717,906$144,805$28,961iApproximate average salary by contribution assumption: employee only about $724,025 at 4% or $482,683 at 6%; with 50% employer match about $482,683 at 4% or $321,789 at 6%; with 100% employer match about $362,013 at 4% or $241,342 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$717,906$144,805$28,961iApproximate average salary by contribution assumption: employee only about $724,025 at 4% or $482,683 at 6%; with 50% employer match about $482,683 at 4% or $321,789 at 6%; with 100% employer match about $362,013 at 4% or $241,342 at 6%.
200915$491,333$128,769$25,754iApproximate average salary by contribution assumption: employee only about $643,845 at 4% or $429,230 at 6%; with 50% employer match about $429,230 at 4% or $286,153 at 6%; with 100% employer match about $321,923 at 4% or $214,615 at 6%.
SUNVEST, INC. 401(K) PROFIT SHARING PLAN-5$491,333$128,769$25,754iApproximate average salary by contribution assumption: employee only about $643,845 at 4% or $429,230 at 6%; with 50% employer match about $429,230 at 4% or $286,153 at 6%; with 100% employer match about $321,923 at 4% or $214,615 at 6%.
200816$357,643$102,265$17,044iApproximate average salary by contribution assumption: employee only about $426,104 at 4% or $284,069 at 6%; with 50% employer match about $284,069 at 4% or $189,380 at 6%; with 100% employer match about $213,052 at 4% or $142,035 at 6%.
SUNVEST, INC. 401K PROFIT SHARING PLAN-6$357,643$102,265$17,044iApproximate average salary by contribution assumption: employee only about $426,104 at 4% or $284,069 at 6%; with 50% employer match about $284,069 at 4% or $189,380 at 6%; with 100% employer match about $213,052 at 4% or $142,035 at 6%.
200715$249,380$73,770$14,754iApproximate average salary by contribution assumption: employee only about $368,850 at 4% or $245,900 at 6%; with 50% employer match about $245,900 at 4% or $163,933 at 6%; with 100% employer match about $184,425 at 4% or $122,950 at 6%.
SUNVEST, INC. 401K PROFIT SHARING PLAN-5$249,380$73,770$14,754iApproximate average salary by contribution assumption: employee only about $368,850 at 4% or $245,900 at 6%; with 50% employer match about $245,900 at 4% or $163,933 at 6%; with 100% employer match about $184,425 at 4% or $122,950 at 6%.
200615$174,245$48,733$9,747iApproximate average salary by contribution assumption: employee only about $243,665 at 4% or $162,443 at 6%; with 50% employer match about $162,443 at 4% or $108,296 at 6%; with 100% employer match about $121,833 at 4% or $81,222 at 6%.
SUNVEST, INC. 401K PROFIT SHARING PLAN-5$174,245$48,733$9,747iApproximate average salary by contribution assumption: employee only about $243,665 at 4% or $162,443 at 6%; with 50% employer match about $162,443 at 4% or $108,296 at 6%; with 100% employer match about $121,833 at 4% or $81,222 at 6%.
200510$0$0-
Sunvest Inc. Defined Benefit Pension Plan and Trust-0---
200413$435,245$30,465$10,155iApproximate average salary by contribution assumption: employee only about $253,875 at 4% or $169,250 at 6%; with 50% employer match about $169,250 at 4% or $112,833 at 6%; with 100% employer match about $126,938 at 4% or $84,625 at 6%.
Sunvest Inc. Defined Benefit Pension Plan and Trust-3$435,245$30,465$10,155iApproximate average salary by contribution assumption: employee only about $253,875 at 4% or $169,250 at 6%; with 50% employer match about $169,250 at 4% or $112,833 at 6%; with 100% employer match about $126,938 at 4% or $84,625 at 6%.
200313$284,045$27,144$9,048iApproximate average salary by contribution assumption: employee only about $226,200 at 4% or $150,800 at 6%; with 50% employer match about $150,800 at 4% or $100,533 at 6%; with 100% employer match about $113,100 at 4% or $75,400 at 6%.
Sunvest Inc. Defined Benefit Pension Plan and Trust-3$284,045$27,144$9,048iApproximate average salary by contribution assumption: employee only about $226,200 at 4% or $150,800 at 6%; with 50% employer match about $150,800 at 4% or $100,533 at 6%; with 100% employer match about $113,100 at 4% or $75,400 at 6%.
200213$321,544$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Sunvest Inc. Defined Benefit Pension Plan and Trust-3$321,544$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200113$0$0-
Sunvest Inc. Defined Benefit Pension Plan and Trust-3---
200013$269,367$128,081$42,694iApproximate average salary by contribution assumption: employee only about $1,067,342 at 4% or $711,561 at 6%; with 50% employer match about $711,561 at 4% or $474,374 at 6%; with 100% employer match about $533,671 at 4% or $355,781 at 6%.
Sunvest Inc. Defined Benefit Pension Plan and Trust-3$269,367$128,081$42,694iApproximate average salary by contribution assumption: employee only about $1,067,342 at 4% or $711,561 at 6%; with 50% employer match about $711,561 at 4% or $474,374 at 6%; with 100% employer match about $533,671 at 4% or $355,781 at 6%.
199913$376,341$129,801$43,267iApproximate average salary by contribution assumption: employee only about $1,081,675 at 4% or $721,117 at 6%; with 50% employer match about $721,117 at 4% or $480,744 at 6%; with 100% employer match about $540,838 at 4% or $360,558 at 6%.
Sunvest Inc. Defined Benefit Pension Plan and Trust-3$376,341$129,801$43,267iApproximate average salary by contribution assumption: employee only about $1,081,675 at 4% or $721,117 at 6%; with 50% employer match about $721,117 at 4% or $480,744 at 6%; with 100% employer match about $540,838 at 4% or $360,558 at 6%.