Civic Intelligence

Suncity Services LLC

Plan context: Suncity Advising 401(K) Plan

EIN 81-3747688 • LA Jolla, CA • 6 filings • 1 plans

7924 Ivanhoe AvenueSuite 1LA Jolla, CA 92037
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$379,404

2025 Contributions

$14,021

Historical Graphs

Total Assets Over Time

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

$379,404$189,702$0202020232025YearValue
$379,404Latest year 2025

Participants Over Time

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

420202020232025YearValue
3Latest year 2025

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
202513$379,404$14,021$4,674iApproximate average salary by contribution assumption: employee only about $116,842 at 4% or $77,894 at 6%; with 50% employer match about $77,894 at 4% or $51,930 at 6%; with 100% employer match about $58,421 at 4% or $38,947 at 6%.
Suncity Advising 401(K) Plan-3$379,404$14,021$4,674iApproximate average salary by contribution assumption: employee only about $116,842 at 4% or $77,894 at 6%; with 50% employer match about $77,894 at 4% or $51,930 at 6%; with 100% employer match about $58,421 at 4% or $38,947 at 6%.
202414$363,174$34,403$8,601iApproximate average salary by contribution assumption: employee only about $215,019 at 4% or $143,346 at 6%; with 50% employer match about $143,346 at 4% or $95,564 at 6%; with 100% employer match about $107,509 at 4% or $71,673 at 6%.
Suncity Advising 401(K) Plan-4$363,174$34,403$8,601iApproximate average salary by contribution assumption: employee only about $215,019 at 4% or $143,346 at 6%; with 50% employer match about $143,346 at 4% or $95,564 at 6%; with 100% employer match about $107,509 at 4% or $71,673 at 6%.
202314$265,465$90,232$22,558iApproximate average salary by contribution assumption: employee only about $563,950 at 4% or $375,967 at 6%; with 50% employer match about $375,967 at 4% or $250,644 at 6%; with 100% employer match about $281,975 at 4% or $187,983 at 6%.
Suncity Advising 401(K) Plan-4$265,465$90,232$22,558iApproximate average salary by contribution assumption: employee only about $563,950 at 4% or $375,967 at 6%; with 50% employer match about $375,967 at 4% or $250,644 at 6%; with 100% employer match about $281,975 at 4% or $187,983 at 6%.
202213$135,830$38,593$12,864iApproximate average salary by contribution assumption: employee only about $321,608 at 4% or $214,406 at 6%; with 50% employer match about $214,406 at 4% or $142,937 at 6%; with 100% employer match about $160,804 at 4% or $107,203 at 6%.
Suncity Advising 401(K) Plan-3$135,830$38,593$12,864iApproximate average salary by contribution assumption: employee only about $321,608 at 4% or $214,406 at 6%; with 50% employer match about $214,406 at 4% or $142,937 at 6%; with 100% employer match about $160,804 at 4% or $107,203 at 6%.
202113$121,478$31,847$10,616iApproximate average salary by contribution assumption: employee only about $265,392 at 4% or $176,928 at 6%; with 50% employer match about $176,928 at 4% or $117,952 at 6%; with 100% employer match about $132,696 at 4% or $88,464 at 6%.
Suncity Advising 401(K) Plan-3$121,478$31,847$10,616iApproximate average salary by contribution assumption: employee only about $265,392 at 4% or $176,928 at 6%; with 50% employer match about $176,928 at 4% or $117,952 at 6%; with 100% employer match about $132,696 at 4% or $88,464 at 6%.
202013$67,755$55,569$18,523iApproximate average salary by contribution assumption: employee only about $463,075 at 4% or $308,717 at 6%; with 50% employer match about $308,717 at 4% or $205,811 at 6%; with 100% employer match about $231,538 at 4% or $154,358 at 6%.
Suncity Advising 401(K) Plan-3$67,755$55,569$18,523iApproximate average salary by contribution assumption: employee only about $463,075 at 4% or $308,717 at 6%; with 50% employer match about $308,717 at 4% or $205,811 at 6%; with 100% employer match about $231,538 at 4% or $154,358 at 6%.