Civic Intelligence

S. G. Long & Company

Plan context: S. G. Long & Company 401(K) Plan

EIN 81-0504511 • Missoula, MT • 17 filings • 3 plans

283 West Front Street Suite 301Missoula, MT 59802
Current Snapshot

Latest Year

2021

2021 Participants

21

2021 Assets

$1,476,686

2021 Contributions

$232,370

Historical Graphs

Total Assets Over Time

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

$1,756,708$878,354$0200520142021YearValue
$1,476,686Latest year 2021

Participants Over Time

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

23120200520132021YearValue
21Latest year 2021

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
2021121$1,476,686$232,370$11,065iApproximate average salary by contribution assumption: employee only about $276,631 at 4% or $184,421 at 6%; with 50% employer match about $184,421 at 4% or $122,947 at 6%; with 100% employer match about $138,315 at 4% or $92,210 at 6%.
S. G. Long & Company 401(K) Plan-21$1,476,686$232,370$11,065iApproximate average salary by contribution assumption: employee only about $276,631 at 4% or $184,421 at 6%; with 50% employer match about $184,421 at 4% or $122,947 at 6%; with 100% employer match about $138,315 at 4% or $92,210 at 6%.
2020118$1,756,708$212,243$11,791iApproximate average salary by contribution assumption: employee only about $294,782 at 4% or $196,521 at 6%; with 50% employer match about $196,521 at 4% or $131,014 at 6%; with 100% employer match about $147,391 at 4% or $98,261 at 6%.
S. G. Long & Company 401(K) Plan-18$1,756,708$212,243$11,791iApproximate average salary by contribution assumption: employee only about $294,782 at 4% or $196,521 at 6%; with 50% employer match about $196,521 at 4% or $131,014 at 6%; with 100% employer match about $147,391 at 4% or $98,261 at 6%.
2019120$1,468,953$181,409$9,070iApproximate average salary by contribution assumption: employee only about $226,761 at 4% or $151,174 at 6%; with 50% employer match about $151,174 at 4% or $100,783 at 6%; with 100% employer match about $113,381 at 4% or $75,587 at 6%.
S. G. Long & Company 401(K) Plan-20$1,468,953$181,409$9,070iApproximate average salary by contribution assumption: employee only about $226,761 at 4% or $151,174 at 6%; with 50% employer match about $151,174 at 4% or $100,783 at 6%; with 100% employer match about $113,381 at 4% or $75,587 at 6%.
2018123$1,194,034$179,152$7,789iApproximate average salary by contribution assumption: employee only about $194,730 at 4% or $129,820 at 6%; with 50% employer match about $129,820 at 4% or $86,547 at 6%; with 100% employer match about $97,365 at 4% or $64,910 at 6%.
S. G. Long & Company 401(K) Plan-23$1,194,034$179,152$7,789iApproximate average salary by contribution assumption: employee only about $194,730 at 4% or $129,820 at 6%; with 50% employer match about $129,820 at 4% or $86,547 at 6%; with 100% employer match about $97,365 at 4% or $64,910 at 6%.
2017119$1,534,127$177,260$9,329iApproximate average salary by contribution assumption: employee only about $233,237 at 4% or $155,491 at 6%; with 50% employer match about $155,491 at 4% or $103,661 at 6%; with 100% employer match about $116,618 at 4% or $77,746 at 6%.
S. G. Long & Company 401(K) Plan-19$1,534,127$177,260$9,329iApproximate average salary by contribution assumption: employee only about $233,237 at 4% or $155,491 at 6%; with 50% employer match about $155,491 at 4% or $103,661 at 6%; with 100% employer match about $116,618 at 4% or $77,746 at 6%.
2016116$1,557,874$165,971$10,373iApproximate average salary by contribution assumption: employee only about $259,330 at 4% or $172,886 at 6%; with 50% employer match about $172,886 at 4% or $115,258 at 6%; with 100% employer match about $129,665 at 4% or $86,443 at 6%.
S. G. Long & Company 401(K) Plan-16$1,557,874$165,971$10,373iApproximate average salary by contribution assumption: employee only about $259,330 at 4% or $172,886 at 6%; with 50% employer match about $172,886 at 4% or $115,258 at 6%; with 100% employer match about $129,665 at 4% or $86,443 at 6%.
2015116$1,315,439$148,302$9,269iApproximate average salary by contribution assumption: employee only about $231,722 at 4% or $154,481 at 6%; with 50% employer match about $154,481 at 4% or $102,988 at 6%; with 100% employer match about $115,861 at 4% or $77,241 at 6%.
S. G. Long & Company 401(K) Plan-16$1,315,439$148,302$9,269iApproximate average salary by contribution assumption: employee only about $231,722 at 4% or $154,481 at 6%; with 50% employer match about $154,481 at 4% or $102,988 at 6%; with 100% employer match about $115,861 at 4% or $77,241 at 6%.
2014112$1,187,748$136,116$11,343iApproximate average salary by contribution assumption: employee only about $283,575 at 4% or $189,050 at 6%; with 50% employer match about $189,050 at 4% or $126,033 at 6%; with 100% employer match about $141,788 at 4% or $94,525 at 6%.
S. G. Long & Company 401(K) Plan-12$1,187,748$136,116$11,343iApproximate average salary by contribution assumption: employee only about $283,575 at 4% or $189,050 at 6%; with 50% employer match about $189,050 at 4% or $126,033 at 6%; with 100% employer match about $141,788 at 4% or $94,525 at 6%.
2013113$1,098,166$119,861$9,220iApproximate average salary by contribution assumption: employee only about $230,502 at 4% or $153,668 at 6%; with 50% employer match about $153,668 at 4% or $102,445 at 6%; with 100% employer match about $115,251 at 4% or $76,834 at 6%.
S. G. Long & Company 401(K) Plan-13$1,098,166$119,861$9,220iApproximate average salary by contribution assumption: employee only about $230,502 at 4% or $153,668 at 6%; with 50% employer match about $153,668 at 4% or $102,445 at 6%; with 100% employer match about $115,251 at 4% or $76,834 at 6%.
2012110$820,761$97,734$9,773iApproximate average salary by contribution assumption: employee only about $244,335 at 4% or $162,890 at 6%; with 50% employer match about $162,890 at 4% or $108,593 at 6%; with 100% employer match about $122,168 at 4% or $81,445 at 6%.
S. G. Long & Company 401(K) Plan-10$820,761$97,734$9,773iApproximate average salary by contribution assumption: employee only about $244,335 at 4% or $162,890 at 6%; with 50% employer match about $162,890 at 4% or $108,593 at 6%; with 100% employer match about $122,168 at 4% or $81,445 at 6%.
2011111$683,111$82,859$7,533iApproximate average salary by contribution assumption: employee only about $188,316 at 4% or $125,544 at 6%; with 50% employer match about $125,544 at 4% or $83,696 at 6%; with 100% employer match about $94,158 at 4% or $62,772 at 6%.
S. G. Long & Company 401(K) Plan-11$683,111$82,859$7,533iApproximate average salary by contribution assumption: employee only about $188,316 at 4% or $125,544 at 6%; with 50% employer match about $125,544 at 4% or $83,696 at 6%; with 100% employer match about $94,158 at 4% or $62,772 at 6%.
2010111$621,133$83,463$7,588iApproximate average salary by contribution assumption: employee only about $189,689 at 4% or $126,459 at 6%; with 50% employer match about $126,459 at 4% or $84,306 at 6%; with 100% employer match about $94,844 at 4% or $63,230 at 6%.
S. G. Long & Company 401(K) Plan-11$621,133$83,463$7,588iApproximate average salary by contribution assumption: employee only about $189,689 at 4% or $126,459 at 6%; with 50% employer match about $126,459 at 4% or $84,306 at 6%; with 100% employer match about $94,844 at 4% or $63,230 at 6%.
2009114$467,827$80,119$5,723iApproximate average salary by contribution assumption: employee only about $143,070 at 4% or $95,380 at 6%; with 50% employer match about $95,380 at 4% or $63,587 at 6%; with 100% employer match about $71,535 at 4% or $47,690 at 6%.
S. G. Long & Company 401(K) Plan-14$467,827$80,119$5,723iApproximate average salary by contribution assumption: employee only about $143,070 at 4% or $95,380 at 6%; with 50% employer match about $95,380 at 4% or $63,587 at 6%; with 100% employer match about $71,535 at 4% or $47,690 at 6%.
200816$316,478$126,007$21,001iApproximate average salary by contribution assumption: employee only about $525,029 at 4% or $350,019 at 6%; with 50% employer match about $350,019 at 4% or $233,346 at 6%; with 100% employer match about $262,515 at 4% or $175,010 at 6%.
S. G. Long & Company 401(K) Plan-6$316,478$126,007$21,001iApproximate average salary by contribution assumption: employee only about $525,029 at 4% or $350,019 at 6%; with 50% employer match about $350,019 at 4% or $233,346 at 6%; with 100% employer match about $262,515 at 4% or $175,010 at 6%.
200717$0$0-
S. G. Long & Company 401(K) Plan-7---
200616$210,842$103,134$17,189iApproximate average salary by contribution assumption: employee only about $429,725 at 4% or $286,483 at 6%; with 50% employer match about $286,483 at 4% or $190,989 at 6%; with 100% employer match about $214,863 at 4% or $143,242 at 6%.
S. G. Long & Company 401(K) Plan-6$210,842$103,134$17,189iApproximate average salary by contribution assumption: employee only about $429,725 at 4% or $286,483 at 6%; with 50% employer match about $286,483 at 4% or $190,989 at 6%; with 100% employer match about $214,863 at 4% or $143,242 at 6%.
2005111$141,962$130,316$11,847iApproximate average salary by contribution assumption: employee only about $296,173 at 4% or $197,448 at 6%; with 50% employer match about $197,448 at 4% or $131,632 at 6%; with 100% employer match about $148,086 at 4% or $98,724 at 6%.
S. G. Long & Company 401(K) Plan-11$141,962$130,316$11,847iApproximate average salary by contribution assumption: employee only about $296,173 at 4% or $197,448 at 6%; with 50% employer match about $197,448 at 4% or $131,632 at 6%; with 100% employer match about $148,086 at 4% or $98,724 at 6%.