Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$70,000
2024 Contributions
$272,650
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $70,000 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $70,000 | - | - |
| 2023 | 1 | 2 | $70,000 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $70,000 | - | - |
| 2022 | 1 | 2 | $65,490 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $65,490 | - | - |
| 2021 | 1 | 2 | $50,500 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $50,500 | - | - |
| 2020 | 1 | 2 | $47,492 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $47,492 | - | - |
| 2019 | 1 | 2 | $252,971 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $252,971 | - | - |
| 2018 | 1 | 2 | $279,120 | $0 | - |
| Suntrends Inc. Retirement Plan | - | 2 | $279,120 | - | - |
| 2017 | 1 | 2 | $211,127 | $272,650 | $136,325iApproximate average salary by contribution assumption: employee only about $3,408,125 at 4% or $2,272,083 at 6%; with 50% employer match about $2,272,083 at 4% or $1,514,722 at 6%; with 100% employer match about $1,704,063 at 4% or $1,136,042 at 6%. |
| Suntrends Inc. Retirement Plan | - | 2 | $211,127 | $272,650 | $136,325iApproximate average salary by contribution assumption: employee only about $3,408,125 at 4% or $2,272,083 at 6%; with 50% employer match about $2,272,083 at 4% or $1,514,722 at 6%; with 100% employer match about $1,704,063 at 4% or $1,136,042 at 6%. |