Sunbelt Securities Inc
Plan context: Sunbelt Securities Inc 401K Profit Sharing Plan and Trust
EIN 76-0472120 • Houston, TX • 5 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
17
2017 Assets
$267,201
2017 Contributions
$30,617
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $30,617 | - |
| Sunbelt Securities Inc 401K Profit Sharing Plan and Trust | - | 0 | - | $30,617 | - |
| 2016 | 1 | 17 | $267,201 | $71,778 | $4,222iApproximate average salary by contribution assumption: employee only about $105,556 at 4% or $70,371 at 6%; with 50% employer match about $70,371 at 4% or $46,914 at 6%; with 100% employer match about $52,778 at 4% or $35,185 at 6%. |
| Sunbelt Securities Inc 401K Profit Sharing Plan and Trust | - | 17 | $267,201 | $71,778 | $4,222iApproximate average salary by contribution assumption: employee only about $105,556 at 4% or $70,371 at 6%; with 50% employer match about $70,371 at 4% or $46,914 at 6%; with 100% employer match about $52,778 at 4% or $35,185 at 6%. |
| 2015 | 1 | 12 | $181,160 | $59,074 | $4,923iApproximate average salary by contribution assumption: employee only about $123,071 at 4% or $82,047 at 6%; with 50% employer match about $82,047 at 4% or $54,698 at 6%; with 100% employer match about $61,535 at 4% or $41,024 at 6%. |
| Sunbelt Securities Inc 401K Profit Sharing Plan and Trust | - | 12 | $181,160 | $59,074 | $4,923iApproximate average salary by contribution assumption: employee only about $123,071 at 4% or $82,047 at 6%; with 50% employer match about $82,047 at 4% or $54,698 at 6%; with 100% employer match about $61,535 at 4% or $41,024 at 6%. |
| 2014 | 1 | 11 | $120,943 | $56,907 | $5,173iApproximate average salary by contribution assumption: employee only about $129,334 at 4% or $86,223 at 6%; with 50% employer match about $86,223 at 4% or $57,482 at 6%; with 100% employer match about $64,667 at 4% or $43,111 at 6%. |
| Sunbelt Securities Inc 401K Profit Sharing Plan and Trust | - | 11 | $120,943 | $56,907 | $5,173iApproximate average salary by contribution assumption: employee only about $129,334 at 4% or $86,223 at 6%; with 50% employer match about $86,223 at 4% or $57,482 at 6%; with 100% employer match about $64,667 at 4% or $43,111 at 6%. |
| 2013 | 1 | 9 | $79,284 | $80,258 | $8,918iApproximate average salary by contribution assumption: employee only about $222,939 at 4% or $148,626 at 6%; with 50% employer match about $148,626 at 4% or $99,084 at 6%; with 100% employer match about $111,469 at 4% or $74,313 at 6%. |
| Sunbelt Securities Inc 401K Profit Sharing Plan and Trust | - | 9 | $79,284 | $80,258 | $8,918iApproximate average salary by contribution assumption: employee only about $222,939 at 4% or $148,626 at 6%; with 50% employer match about $148,626 at 4% or $99,084 at 6%; with 100% employer match about $111,469 at 4% or $74,313 at 6%. |