SOLAR ASSET MANAGEMENT ASSOCIATES LLC
Plan context: SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN
EIN 82-3226965 • Avon, CT • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$642,726
2025 Contributions
$249,600
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 | 19 | $642,726 | $249,600 | $13,137iApproximate average salary by contribution assumption: employee only about $328,421 at 4% or $218,947 at 6%; with 50% employer match about $218,947 at 4% or $145,965 at 6%; with 100% employer match about $164,211 at 4% or $109,474 at 6%. |
| SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN | - | 19 | $642,726 | $249,600 | $13,137iApproximate average salary by contribution assumption: employee only about $328,421 at 4% or $218,947 at 6%; with 50% employer match about $218,947 at 4% or $145,965 at 6%; with 100% employer match about $164,211 at 4% or $109,474 at 6%. |
| 2024 | 1 | 18 | $461,241 | $254,923 | $14,162iApproximate average salary by contribution assumption: employee only about $354,060 at 4% or $236,040 at 6%; with 50% employer match about $236,040 at 4% or $157,360 at 6%; with 100% employer match about $177,030 at 4% or $118,020 at 6%. |
| SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN | - | 18 | $461,241 | $254,923 | $14,162iApproximate average salary by contribution assumption: employee only about $354,060 at 4% or $236,040 at 6%; with 50% employer match about $236,040 at 4% or $157,360 at 6%; with 100% employer match about $177,030 at 4% or $118,020 at 6%. |
| 2023 | 1 | 13 | $222,319 | $120,185 | $9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%. |
| SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN | - | 13 | $222,319 | $120,185 | $9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%. |
| 2022 | 1 | 6 | $79,610 | $32,060 | $5,343iApproximate average salary by contribution assumption: employee only about $133,583 at 4% or $89,056 at 6%; with 50% employer match about $89,056 at 4% or $59,370 at 6%; with 100% employer match about $66,792 at 4% or $44,528 at 6%. |
| SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN | - | 6 | $79,610 | $32,060 | $5,343iApproximate average salary by contribution assumption: employee only about $133,583 at 4% or $89,056 at 6%; with 50% employer match about $89,056 at 4% or $59,370 at 6%; with 100% employer match about $66,792 at 4% or $44,528 at 6%. |
| 2021 | 1 | 6 | $63,550 | $29,577 | $4,930iApproximate average salary by contribution assumption: employee only about $123,238 at 4% or $82,158 at 6%; with 50% employer match about $82,158 at 4% or $54,772 at 6%; with 100% employer match about $61,619 at 4% or $41,079 at 6%. |
| SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN | - | 6 | $63,550 | $29,577 | $4,930iApproximate average salary by contribution assumption: employee only about $123,238 at 4% or $82,158 at 6%; with 50% employer match about $82,158 at 4% or $54,772 at 6%; with 100% employer match about $61,619 at 4% or $41,079 at 6%. |
| 2020 | 1 | 3 | $24,243 | $39,520 | $13,173iApproximate average salary by contribution assumption: employee only about $329,333 at 4% or $219,556 at 6%; with 50% employer match about $219,556 at 4% or $146,370 at 6%; with 100% employer match about $164,667 at 4% or $109,778 at 6%. |
| SOLAR ASSET MANAGEMENT ASSOCIATES 401(K) PLAN | - | 3 | $24,243 | $39,520 | $13,173iApproximate average salary by contribution assumption: employee only about $329,333 at 4% or $219,556 at 6%; with 50% employer match about $219,556 at 4% or $146,370 at 6%; with 100% employer match about $164,667 at 4% or $109,778 at 6%. |