Current Snapshot
Latest Year
2025
2025 Participants
24
2025 Assets
$161,158
2025 Contributions
$0
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 24 | $161,158 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 24 | $161,158 | - | - |
| 2024 | 1 | 27 | $271,041 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 27 | $271,041 | - | - |
| 2023 | 1 | 23 | $218,545 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 23 | $218,545 | - | - |
| 2022 | 1 | 14 | $49,524 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 14 | $49,524 | - | - |
| 2021 | 1 | 17 | $380,471 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 17 | $380,471 | - | - |
| 2020 | 1 | 2 | $278,456 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 2 | $278,456 | - | - |
| 2019 | 1 | 2 | $177,185 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 2 | $177,185 | - | - |
| 2018 | 1 | 2 | $301,437 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 2 | $301,437 | - | - |
| 2017 | 1 | 2 | $321,165 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 2 | $321,165 | - | - |
| 2016 | 1 | 2 | $365,925 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 2 | $365,925 | - | - |
| 2015 | 1 | 2 | $0 | $0 | - |
| Sb Paulson Group Retirement Plan | - | 2 | - | - | - |