SUBLETTE FINANCIAL & INSURANCE SERVICES, LLC
Plan context: SUBLETTE FINANCIAL & INSURANCE SERVICES 401(K) PLAN
EIN 82-4416447 • Chandler, AZ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$250,320
2025 Contributions
$61,002
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 | 4 | $250,320 | $61,002 | $15,251iApproximate average salary by contribution assumption: employee only about $381,263 at 4% or $254,175 at 6%; with 50% employer match about $254,175 at 4% or $169,450 at 6%; with 100% employer match about $190,631 at 4% or $127,088 at 6%. |
| SUBLETTE FINANCIAL & INSURANCE SERVICES 401(K) PLAN | - | 4 | $250,320 | $61,002 | $15,251iApproximate average salary by contribution assumption: employee only about $381,263 at 4% or $254,175 at 6%; with 50% employer match about $254,175 at 4% or $169,450 at 6%; with 100% employer match about $190,631 at 4% or $127,088 at 6%. |
| 2024 | 1 | 3 | $154,847 | $44,516 | $14,839iApproximate average salary by contribution assumption: employee only about $370,967 at 4% or $247,311 at 6%; with 50% employer match about $247,311 at 4% or $164,874 at 6%; with 100% employer match about $185,483 at 4% or $123,656 at 6%. |
| SUBLETTE FINANCIAL & INSURANCE SERVICES 401(K) PLAN | - | 3 | $154,847 | $44,516 | $14,839iApproximate average salary by contribution assumption: employee only about $370,967 at 4% or $247,311 at 6%; with 50% employer match about $247,311 at 4% or $164,874 at 6%; with 100% employer match about $185,483 at 4% or $123,656 at 6%. |
| 2023 | 1 | 3 | $96,878 | $10,994 | $3,665iApproximate average salary by contribution assumption: employee only about $91,617 at 4% or $61,078 at 6%; with 50% employer match about $61,078 at 4% or $40,719 at 6%; with 100% employer match about $45,808 at 4% or $30,539 at 6%. |
| SUBLETTE FINANCIAL & INSURANCE SERVICES 401(K) PLAN | - | 3 | $96,878 | $10,994 | $3,665iApproximate average salary by contribution assumption: employee only about $91,617 at 4% or $61,078 at 6%; with 50% employer match about $61,078 at 4% or $40,719 at 6%; with 100% employer match about $45,808 at 4% or $30,539 at 6%. |
| 2022 | 1 | 3 | $84,532 | $18,660 | $6,220iApproximate average salary by contribution assumption: employee only about $155,500 at 4% or $103,667 at 6%; with 50% employer match about $103,667 at 4% or $69,111 at 6%; with 100% employer match about $77,750 at 4% or $51,833 at 6%. |
| SUBLETTE FINANCIAL & INSURANCE SERVICES 401(K) PLAN | - | 3 | $84,532 | $18,660 | $6,220iApproximate average salary by contribution assumption: employee only about $155,500 at 4% or $103,667 at 6%; with 50% employer match about $103,667 at 4% or $69,111 at 6%; with 100% employer match about $77,750 at 4% or $51,833 at 6%. |
| 2021 | 1 | 3 | $80,012 | $29,991 | $9,997iApproximate average salary by contribution assumption: employee only about $249,925 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,308 at 6%. |
| SUBLETTE FINANCIAL & INSURANCE SERVICES 401(K) PLAN | - | 3 | $80,012 | $29,991 | $9,997iApproximate average salary by contribution assumption: employee only about $249,925 at 4% or $166,617 at 6%; with 50% employer match about $166,617 at 4% or $111,078 at 6%; with 100% employer match about $124,963 at 4% or $83,308 at 6%. |