Sugrjac LLC
Plan context: SUSAN JACKSON 401(K) PLAN
EIN 82-0980061 • Lahaina, HI • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$410,932
2025 Contributions
$75,000
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 | 2 | 2 | $410,932 | $0 | - |
| SUSAN JACKSON 401(K) PLAN | - | 2 | $410,932 | $0 | - |
| Susan Jackson Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 2 | $2,259,042 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Susan Jackson Cash Balance Plan | - | 2 | $1,886,671 | $75,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| SUSAN JACKSON 401(K) PLAN | - | 2 | $372,371 | $0 | - |
| 2023 | 2 | 2 | $2,007,685 | $158,000 | $79,000iApproximate average salary by contribution assumption: employee only about $1,975,000 at 4% or $1,316,667 at 6%; with 50% employer match about $1,316,667 at 4% or $877,778 at 6%; with 100% employer match about $987,500 at 4% or $658,333 at 6%. |
| Susan Jackson Cash Balance Plan | - | 2 | $1,676,084 | $158,000 | $79,000iApproximate average salary by contribution assumption: employee only about $1,975,000 at 4% or $1,316,667 at 6%; with 50% employer match about $1,316,667 at 4% or $877,778 at 6%; with 100% employer match about $987,500 at 4% or $658,333 at 6%. |
| SUSAN JACKSON 401(K) PLAN | - | 2 | $331,601 | $0 | - |
| 2022 | 1 | 2 | $288,965 | $0 | - |
| SUSAN JACKSON 401(K) PLAN | - | 2 | $288,965 | $0 | - |
| 2021 | 2 | 2 | $1,662,005 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| Susan Jackson Cash Balance Plan | - | 2 | $1,325,657 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| SUSAN JACKSON 401(K) PLAN | - | 2 | $336,348 | $0 | - |