Sunstone Strategies LLC
Plan context: Sunstone Strategies LLC 401(K) Plan
EIN 83-1582358 • Oakland, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
29
2025 Assets
$1,216,378
2025 Contributions
$413,867
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 | 29 | $1,216,378 | $413,867 | $14,271iApproximate average salary by contribution assumption: employee only about $356,782 at 4% or $237,855 at 6%; with 50% employer match about $237,855 at 4% or $158,570 at 6%; with 100% employer match about $178,391 at 4% or $118,927 at 6%. |
| Sunstone Strategies LLC 401(K) Plan | - | 29 | $1,216,378 | $413,867 | $14,271iApproximate average salary by contribution assumption: employee only about $356,782 at 4% or $237,855 at 6%; with 50% employer match about $237,855 at 4% or $158,570 at 6%; with 100% employer match about $178,391 at 4% or $118,927 at 6%. |
| 2024 | 1 | 25 | $635,988 | $283,791 | $11,352iApproximate average salary by contribution assumption: employee only about $283,791 at 4% or $189,194 at 6%; with 50% employer match about $189,194 at 4% or $126,129 at 6%; with 100% employer match about $141,896 at 4% or $94,597 at 6%. |
| Sunstone Strategies LLC 401(K) Plan | - | 25 | $635,988 | $283,791 | $11,352iApproximate average salary by contribution assumption: employee only about $283,791 at 4% or $189,194 at 6%; with 50% employer match about $189,194 at 4% or $126,129 at 6%; with 100% employer match about $141,896 at 4% or $94,597 at 6%. |
| 2023 | 1 | 19 | $318,112 | $166,197 | $8,747iApproximate average salary by contribution assumption: employee only about $218,680 at 4% or $145,787 at 6%; with 50% employer match about $145,787 at 4% or $97,191 at 6%; with 100% employer match about $109,340 at 4% or $72,893 at 6%. |
| Sunstone Strategies LLC 401(K) Plan | - | 19 | $318,112 | $166,197 | $8,747iApproximate average salary by contribution assumption: employee only about $218,680 at 4% or $145,787 at 6%; with 50% employer match about $145,787 at 4% or $97,191 at 6%; with 100% employer match about $109,340 at 4% or $72,893 at 6%. |
| 2022 | 1 | 13 | $114,670 | $119,063 | $9,159iApproximate average salary by contribution assumption: employee only about $228,967 at 4% or $152,645 at 6%; with 50% employer match about $152,645 at 4% or $101,763 at 6%; with 100% employer match about $114,484 at 4% or $76,322 at 6%. |
| Sunstone Strategies LLC 401(K) Plan | - | 13 | $114,670 | $119,063 | $9,159iApproximate average salary by contribution assumption: employee only about $228,967 at 4% or $152,645 at 6%; with 50% employer match about $152,645 at 4% or $101,763 at 6%; with 100% employer match about $114,484 at 4% or $76,322 at 6%. |
| 2021 | 1 | 5 | $21,789 | $21,125 | $4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%. |
| Sunstone Strategies LLC 401(K) Plan | - | 5 | $21,789 | $21,125 | $4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%. |