Civic Intelligence

Sumner Legal Services PC.

Plan context: Sumner Legal Services 401(K) Plan

EIN 75-2889000 • Dallas, TX • 20 filings • 3 plans

3006 Cole AvenueDallas, TX 75204
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$814,038

2024 Contributions

$28,250

Historical Graphs

Total Assets Over Time

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

$2,739,637$1,369,819$0201220182024YearValue
$814,038Latest year 2024

Participants Over Time

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

950201220182024YearValue
8Latest 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
202418$814,038$28,250$3,531iApproximate average salary by contribution assumption: employee only about $88,281 at 4% or $58,854 at 6%; with 50% employer match about $58,854 at 4% or $39,236 at 6%; with 100% employer match about $44,141 at 4% or $29,427 at 6%.
Sumner Legal Services 401(K) Plan-8$814,038$28,250$3,531iApproximate average salary by contribution assumption: employee only about $88,281 at 4% or $58,854 at 6%; with 50% employer match about $58,854 at 4% or $39,236 at 6%; with 100% employer match about $44,141 at 4% or $29,427 at 6%.
202319$715,220$29,991$3,332iApproximate average salary by contribution assumption: employee only about $83,308 at 4% or $55,539 at 6%; with 50% employer match about $55,539 at 4% or $37,026 at 6%; with 100% employer match about $41,654 at 4% or $27,769 at 6%.
Sumner Legal Services 401(K) Plan-9$715,220$29,991$3,332iApproximate average salary by contribution assumption: employee only about $83,308 at 4% or $55,539 at 6%; with 50% employer match about $55,539 at 4% or $37,026 at 6%; with 100% employer match about $41,654 at 4% or $27,769 at 6%.
202218$632,682$40,904$5,113iApproximate average salary by contribution assumption: employee only about $127,825 at 4% or $85,217 at 6%; with 50% employer match about $85,217 at 4% or $56,811 at 6%; with 100% employer match about $63,913 at 4% or $42,608 at 6%.
Sumner Legal Services 401(K) Plan-8$632,682$40,904$5,113iApproximate average salary by contribution assumption: employee only about $127,825 at 4% or $85,217 at 6%; with 50% employer match about $85,217 at 4% or $56,811 at 6%; with 100% employer match about $63,913 at 4% or $42,608 at 6%.
202117$685,809$0-
Sumner Legal Services 401(K) Plan-7$685,809$0-
202018$659,251$0-
Sumner Legal Services 401(K) Plan-8$659,251--
201919$585,943$16,845$1,872iApproximate average salary by contribution assumption: employee only about $46,792 at 4% or $31,194 at 6%; with 50% employer match about $31,194 at 4% or $20,796 at 6%; with 100% employer match about $23,396 at 4% or $15,597 at 6%.
Sumner Legal Services 401(K) Plan-9$585,943$16,845$1,872iApproximate average salary by contribution assumption: employee only about $46,792 at 4% or $31,194 at 6%; with 50% employer match about $31,194 at 4% or $20,796 at 6%; with 100% employer match about $23,396 at 4% or $15,597 at 6%.
201819$514,044$37,084$4,120iApproximate average salary by contribution assumption: employee only about $103,011 at 4% or $68,674 at 6%; with 50% employer match about $68,674 at 4% or $45,783 at 6%; with 100% employer match about $51,506 at 4% or $34,337 at 6%.
Sumner Legal Services 401(K) Plan-9$514,044$37,084$4,120iApproximate average salary by contribution assumption: employee only about $103,011 at 4% or $68,674 at 6%; with 50% employer match about $68,674 at 4% or $45,783 at 6%; with 100% employer match about $51,506 at 4% or $34,337 at 6%.
201736$2,739,637$100,186$16,698iApproximate average salary by contribution assumption: employee only about $417,442 at 4% or $278,294 at 6%; with 50% employer match about $278,294 at 4% or $185,530 at 6%; with 100% employer match about $208,721 at 4% or $139,147 at 6%.
SUMNER LEGAL SERVICES, P.C. CASH BALANCE PLAN-6$2,168,529$72,662$12,110iApproximate average salary by contribution assumption: employee only about $302,758 at 4% or $201,839 at 6%; with 50% employer match about $201,839 at 4% or $134,559 at 6%; with 100% employer match about $151,379 at 4% or $100,919 at 6%.
Sumner Legal Services 401(K) Plan-6$571,108$27,524$4,587iApproximate average salary by contribution assumption: employee only about $114,683 at 4% or $76,456 at 6%; with 50% employer match about $76,456 at 4% or $50,970 at 6%; with 100% employer match about $57,342 at 4% or $38,228 at 6%.
SUMNER LEGAL SERVICES CASH BALANCE PLAN-0$0--
201625$2,422,604$444,017$88,803iApproximate average salary by contribution assumption: employee only about $2,220,085 at 4% or $1,480,057 at 6%; with 50% employer match about $1,480,057 at 4% or $986,704 at 6%; with 100% employer match about $1,110,043 at 4% or $740,028 at 6%.
SUMNER LEGAL SERVICES, P.C. CASH BALANCE PLAN-5$1,936,175$334,562$66,912iApproximate average salary by contribution assumption: employee only about $1,672,810 at 4% or $1,115,207 at 6%; with 50% employer match about $1,115,207 at 4% or $743,471 at 6%; with 100% employer match about $836,405 at 4% or $557,603 at 6%.
Sumner Legal Services 401(K) Plan-5$486,429$109,455$21,891iApproximate average salary by contribution assumption: employee only about $547,275 at 4% or $364,850 at 6%; with 50% employer match about $364,850 at 4% or $243,233 at 6%; with 100% employer match about $273,638 at 4% or $182,425 at 6%.
201524$1,813,553$577,417$144,354iApproximate average salary by contribution assumption: employee only about $3,608,856 at 4% or $2,405,904 at 6%; with 50% employer match about $2,405,904 at 4% or $1,603,936 at 6%; with 100% employer match about $1,804,428 at 4% or $1,202,952 at 6%.
SUMNER LEGAL SERVICES, P.C. CASH BALANCE PLAN-4$1,472,418$471,326$117,832iApproximate average salary by contribution assumption: employee only about $2,945,788 at 4% or $1,963,858 at 6%; with 50% employer match about $1,963,858 at 4% or $1,309,239 at 6%; with 100% employer match about $1,472,894 at 4% or $981,929 at 6%.
Sumner Legal Services 401(K) Plan-4$341,135$106,091$26,523iApproximate average salary by contribution assumption: employee only about $663,069 at 4% or $442,046 at 6%; with 50% employer match about $442,046 at 4% or $294,697 at 6%; with 100% employer match about $331,534 at 4% or $221,023 at 6%.
201426$1,300,364$494,141$82,357iApproximate average salary by contribution assumption: employee only about $2,058,921 at 4% or $1,372,614 at 6%; with 50% employer match about $1,372,614 at 4% or $915,076 at 6%; with 100% employer match about $1,029,460 at 4% or $686,307 at 6%.
SUMNER LEGAL SERVICES, P.C. CASH BALANCE PLAN-5$1,046,397$403,728$80,746iApproximate average salary by contribution assumption: employee only about $2,018,640 at 4% or $1,345,760 at 6%; with 50% employer match about $1,345,760 at 4% or $897,173 at 6%; with 100% employer match about $1,009,320 at 4% or $672,880 at 6%.
Sumner Legal Services 401(K) Plan-6$253,967$90,413$15,069iApproximate average salary by contribution assumption: employee only about $376,721 at 4% or $251,147 at 6%; with 50% employer match about $251,147 at 4% or $167,431 at 6%; with 100% employer match about $188,360 at 4% or $125,574 at 6%.
201327$819,103$473,042$67,577iApproximate average salary by contribution assumption: employee only about $1,689,436 at 4% or $1,126,290 at 6%; with 50% employer match about $1,126,290 at 4% or $750,860 at 6%; with 100% employer match about $844,718 at 4% or $563,145 at 6%.
SUMNER LEGAL SERVICES, P.C. CASH BALANCE PLAN-5$644,993$379,605$75,921iApproximate average salary by contribution assumption: employee only about $1,898,025 at 4% or $1,265,350 at 6%; with 50% employer match about $1,265,350 at 4% or $843,567 at 6%; with 100% employer match about $949,013 at 4% or $632,675 at 6%.
Sumner Legal Services 401(K) Plan-7$174,110$93,437$13,348iApproximate average salary by contribution assumption: employee only about $333,704 at 4% or $222,469 at 6%; with 50% employer match about $222,469 at 4% or $148,313 at 6%; with 100% employer match about $166,852 at 4% or $111,235 at 6%.
201226$345,374$345,342$57,557iApproximate average salary by contribution assumption: employee only about $1,438,925 at 4% or $959,283 at 6%; with 50% employer match about $959,283 at 4% or $639,522 at 6%; with 100% employer match about $719,463 at 4% or $479,642 at 6%.
SUMNER LEGAL SERVICES, P.C. CASH BALANCE PLAN-6$270,030$270,030$45,005iApproximate average salary by contribution assumption: employee only about $1,125,125 at 4% or $750,083 at 6%; with 50% employer match about $750,083 at 4% or $500,056 at 6%; with 100% employer match about $562,563 at 4% or $375,042 at 6%.
Sumner Legal Services 401(K) Plan-6$75,344$75,312$12,552iApproximate average salary by contribution assumption: employee only about $313,800 at 4% or $209,200 at 6%; with 50% employer match about $209,200 at 4% or $139,467 at 6%; with 100% employer match about $156,900 at 4% or $104,600 at 6%.