THE GREATER SUM, INC.
Plan context: THE GREATER SUM, INC. 401(K) PLAN
EIN 81-2326204 • Jacksonville, FL • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$199,091
2025 Contributions
$21,479
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 | 4 | $199,091 | $21,479 | $5,370iApproximate average salary by contribution assumption: employee only about $134,244 at 4% or $89,496 at 6%; with 50% employer match about $89,496 at 4% or $59,664 at 6%; with 100% employer match about $67,122 at 4% or $44,748 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 4 | $199,091 | $21,479 | $5,370iApproximate average salary by contribution assumption: employee only about $134,244 at 4% or $89,496 at 6%; with 50% employer match about $89,496 at 4% or $59,664 at 6%; with 100% employer match about $67,122 at 4% or $44,748 at 6%. |
| 2024 | 1 | 3 | $165,761 | $19,298 | $6,433iApproximate average salary by contribution assumption: employee only about $160,817 at 4% or $107,211 at 6%; with 50% employer match about $107,211 at 4% or $71,474 at 6%; with 100% employer match about $80,408 at 4% or $53,606 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 3 | $165,761 | $19,298 | $6,433iApproximate average salary by contribution assumption: employee only about $160,817 at 4% or $107,211 at 6%; with 50% employer match about $107,211 at 4% or $71,474 at 6%; with 100% employer match about $80,408 at 4% or $53,606 at 6%. |
| 2023 | 1 | 2 | $129,810 | $17,744 | $8,872iApproximate average salary by contribution assumption: employee only about $221,800 at 4% or $147,867 at 6%; with 50% employer match about $147,867 at 4% or $98,578 at 6%; with 100% employer match about $110,900 at 4% or $73,933 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 2 | $129,810 | $17,744 | $8,872iApproximate average salary by contribution assumption: employee only about $221,800 at 4% or $147,867 at 6%; with 50% employer match about $147,867 at 4% or $98,578 at 6%; with 100% employer match about $110,900 at 4% or $73,933 at 6%. |
| 2022 | 1 | 2 | $94,239 | $16,987 | $8,494iApproximate average salary by contribution assumption: employee only about $212,338 at 4% or $141,558 at 6%; with 50% employer match about $141,558 at 4% or $94,372 at 6%; with 100% employer match about $106,169 at 4% or $70,779 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 2 | $94,239 | $16,987 | $8,494iApproximate average salary by contribution assumption: employee only about $212,338 at 4% or $141,558 at 6%; with 50% employer match about $141,558 at 4% or $94,372 at 6%; with 100% employer match about $106,169 at 4% or $70,779 at 6%. |
| 2021 | 1 | 3 | $94,346 | $15,614 | $5,205iApproximate average salary by contribution assumption: employee only about $130,117 at 4% or $86,744 at 6%; with 50% employer match about $86,744 at 4% or $57,830 at 6%; with 100% employer match about $65,058 at 4% or $43,372 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 3 | $94,346 | $15,614 | $5,205iApproximate average salary by contribution assumption: employee only about $130,117 at 4% or $86,744 at 6%; with 50% employer match about $86,744 at 4% or $57,830 at 6%; with 100% employer match about $65,058 at 4% or $43,372 at 6%. |
| 2020 | 1 | 3 | $68,181 | $15,508 | $5,169iApproximate average salary by contribution assumption: employee only about $129,233 at 4% or $86,156 at 6%; with 50% employer match about $86,156 at 4% or $57,437 at 6%; with 100% employer match about $64,617 at 4% or $43,078 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 3 | $68,181 | $15,508 | $5,169iApproximate average salary by contribution assumption: employee only about $129,233 at 4% or $86,156 at 6%; with 50% employer match about $86,156 at 4% or $57,437 at 6%; with 100% employer match about $64,617 at 4% or $43,078 at 6%. |
| 2019 | 1 | 3 | $43,740 | $21,424 | $7,141iApproximate average salary by contribution assumption: employee only about $178,533 at 4% or $119,022 at 6%; with 50% employer match about $119,022 at 4% or $79,348 at 6%; with 100% employer match about $89,267 at 4% or $59,511 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 3 | $43,740 | $21,424 | $7,141iApproximate average salary by contribution assumption: employee only about $178,533 at 4% or $119,022 at 6%; with 50% employer match about $119,022 at 4% or $79,348 at 6%; with 100% employer match about $89,267 at 4% or $59,511 at 6%. |
| 2018 | 1 | 3 | $16,657 | $15,102 | $5,034iApproximate average salary by contribution assumption: employee only about $125,850 at 4% or $83,900 at 6%; with 50% employer match about $83,900 at 4% or $55,933 at 6%; with 100% employer match about $62,925 at 4% or $41,950 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 3 | $16,657 | $15,102 | $5,034iApproximate average salary by contribution assumption: employee only about $125,850 at 4% or $83,900 at 6%; with 50% employer match about $83,900 at 4% or $55,933 at 6%; with 100% employer match about $62,925 at 4% or $41,950 at 6%. |
| 2017 | 1 | 2 | $2,647 | $2,584 | $1,292iApproximate average salary by contribution assumption: employee only about $32,300 at 4% or $21,533 at 6%; with 50% employer match about $21,533 at 4% or $14,356 at 6%; with 100% employer match about $16,150 at 4% or $10,767 at 6%. |
| THE GREATER SUM, INC. 401(K) PLAN | - | 2 | $2,647 | $2,584 | $1,292iApproximate average salary by contribution assumption: employee only about $32,300 at 4% or $21,533 at 6%; with 50% employer match about $21,533 at 4% or $14,356 at 6%; with 100% employer match about $16,150 at 4% or $10,767 at 6%. |