Sunwater Capital Management LLC
Plan context: Sunwater Capital Management 401(K) Plan
EIN 81-4613452 • Rockville, MD • 9 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$1,450,986
2025 Contributions
$224,423
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 | 17 | $1,450,986 | $224,423 | $13,201iApproximate average salary by contribution assumption: employee only about $330,034 at 4% or $220,023 at 6%; with 50% employer match about $220,023 at 4% or $146,682 at 6%; with 100% employer match about $165,017 at 4% or $110,011 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 17 | $1,450,986 | $224,423 | $13,201iApproximate average salary by contribution assumption: employee only about $330,034 at 4% or $220,023 at 6%; with 50% employer match about $220,023 at 4% or $146,682 at 6%; with 100% employer match about $165,017 at 4% or $110,011 at 6%. |
| 2024 | 1 | 16 | $1,130,121 | $205,446 | $12,840iApproximate average salary by contribution assumption: employee only about $321,009 at 4% or $214,006 at 6%; with 50% employer match about $214,006 at 4% or $142,671 at 6%; with 100% employer match about $160,505 at 4% or $107,003 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 16 | $1,130,121 | $205,446 | $12,840iApproximate average salary by contribution assumption: employee only about $321,009 at 4% or $214,006 at 6%; with 50% employer match about $214,006 at 4% or $142,671 at 6%; with 100% employer match about $160,505 at 4% or $107,003 at 6%. |
| 2023 | 1 | 15 | $928,591 | $250,284 | $16,686iApproximate average salary by contribution assumption: employee only about $417,140 at 4% or $278,093 at 6%; with 50% employer match about $278,093 at 4% or $185,396 at 6%; with 100% employer match about $208,570 at 4% or $139,047 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 15 | $928,591 | $250,284 | $16,686iApproximate average salary by contribution assumption: employee only about $417,140 at 4% or $278,093 at 6%; with 50% employer match about $278,093 at 4% or $185,396 at 6%; with 100% employer match about $208,570 at 4% or $139,047 at 6%. |
| 2022 | 1 | 15 | $780,850 | $197,068 | $13,138iApproximate average salary by contribution assumption: employee only about $328,447 at 4% or $218,964 at 6%; with 50% employer match about $218,964 at 4% or $145,976 at 6%; with 100% employer match about $164,223 at 4% or $109,482 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 15 | $780,850 | $197,068 | $13,138iApproximate average salary by contribution assumption: employee only about $328,447 at 4% or $218,964 at 6%; with 50% employer match about $218,964 at 4% or $145,976 at 6%; with 100% employer match about $164,223 at 4% or $109,482 at 6%. |
| 2021 | 1 | 12 | $712,294 | $173,546 | $14,462iApproximate average salary by contribution assumption: employee only about $361,554 at 4% or $241,036 at 6%; with 50% employer match about $241,036 at 4% or $160,691 at 6%; with 100% employer match about $180,777 at 4% or $120,518 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 12 | $712,294 | $173,546 | $14,462iApproximate average salary by contribution assumption: employee only about $361,554 at 4% or $241,036 at 6%; with 50% employer match about $241,036 at 4% or $160,691 at 6%; with 100% employer match about $180,777 at 4% or $120,518 at 6%. |
| 2020 | 1 | 12 | $500,616 | $145,143 | $12,095iApproximate average salary by contribution assumption: employee only about $302,381 at 4% or $201,588 at 6%; with 50% employer match about $201,588 at 4% or $134,392 at 6%; with 100% employer match about $151,191 at 4% or $100,794 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 12 | $500,616 | $145,143 | $12,095iApproximate average salary by contribution assumption: employee only about $302,381 at 4% or $201,588 at 6%; with 50% employer match about $201,588 at 4% or $134,392 at 6%; with 100% employer match about $151,191 at 4% or $100,794 at 6%. |
| 2019 | 1 | 8 | $351,339 | $138,403 | $17,300iApproximate average salary by contribution assumption: employee only about $432,509 at 4% or $288,340 at 6%; with 50% employer match about $288,340 at 4% or $192,226 at 6%; with 100% employer match about $216,255 at 4% or $144,170 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 8 | $351,339 | $138,403 | $17,300iApproximate average salary by contribution assumption: employee only about $432,509 at 4% or $288,340 at 6%; with 50% employer match about $288,340 at 4% or $192,226 at 6%; with 100% employer match about $216,255 at 4% or $144,170 at 6%. |
| 2018 | 1 | 8 | $175,758 | $124,297 | $15,537iApproximate average salary by contribution assumption: employee only about $388,428 at 4% or $258,952 at 6%; with 50% employer match about $258,952 at 4% or $172,635 at 6%; with 100% employer match about $194,214 at 4% or $129,476 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 8 | $175,758 | $124,297 | $15,537iApproximate average salary by contribution assumption: employee only about $388,428 at 4% or $258,952 at 6%; with 50% employer match about $258,952 at 4% or $172,635 at 6%; with 100% employer match about $194,214 at 4% or $129,476 at 6%. |
| 2017 | 1 | 7 | $88,102 | $84,221 | $12,032iApproximate average salary by contribution assumption: employee only about $300,789 at 4% or $200,526 at 6%; with 50% employer match about $200,526 at 4% or $133,684 at 6%; with 100% employer match about $150,395 at 4% or $100,263 at 6%. |
| Sunwater Capital Management 401(K) Plan | - | 7 | $88,102 | $84,221 | $12,032iApproximate average salary by contribution assumption: employee only about $300,789 at 4% or $200,526 at 6%; with 50% employer match about $200,526 at 4% or $133,684 at 6%; with 100% employer match about $150,395 at 4% or $100,263 at 6%. |