Civic Intelligence

Sunward Financial

Plan context: Sunward Consolidated Group and Affiliated Companies 401(K) Plan

EIN 84-1216290 • Denver, CO • 18 filings • 5 plans

6800 East Hampden AvenueDenver, CO 80224
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$4,547,348

2024 Contributions

$449,501

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,547,348$2,273,674$0200820162024YearValue
$4,547,348Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2191100200820162024YearValue
114Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241114$4,547,348$449,501$3,943iApproximate average salary by contribution assumption: employee only about $98,575 at 4% or $65,717 at 6%; with 50% employer match about $65,717 at 4% or $43,811 at 6%; with 100% employer match about $49,287 at 4% or $32,858 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-114$4,547,348$449,501$3,943iApproximate average salary by contribution assumption: employee only about $98,575 at 4% or $65,717 at 6%; with 50% employer match about $65,717 at 4% or $43,811 at 6%; with 100% employer match about $49,287 at 4% or $32,858 at 6%.
20232139$3,826,298$1,579,519$11,363iApproximate average salary by contribution assumption: employee only about $284,086 at 4% or $189,391 at 6%; with 50% employer match about $189,391 at 4% or $126,261 at 6%; with 100% employer match about $142,043 at 4% or $94,695 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-139$3,826,298$435,722$3,135iApproximate average salary by contribution assumption: employee only about $78,367 at 4% or $52,245 at 6%; with 50% employer match about $52,245 at 4% or $34,830 at 6%; with 100% employer match about $39,184 at 4% or $26,122 at 6%.
SUNWARD FINANCIAL CORPORATION BENEFIT PLAN-111$0$1,143,797$10,304iApproximate average salary by contribution assumption: employee only about $257,612 at 4% or $171,741 at 6%; with 50% employer match about $171,741 at 4% or $114,494 at 6%; with 100% employer match about $128,806 at 4% or $85,871 at 6%.
20221119$3,067,651$434,113$3,648iApproximate average salary by contribution assumption: employee only about $91,200 at 4% or $60,800 at 6%; with 50% employer match about $60,800 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-119$3,067,651$434,113$3,648iApproximate average salary by contribution assumption: employee only about $91,200 at 4% or $60,800 at 6%; with 50% employer match about $60,800 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
20211106$3,400,279$307,615$2,902iApproximate average salary by contribution assumption: employee only about $72,551 at 4% or $48,367 at 6%; with 50% employer match about $48,367 at 4% or $32,245 at 6%; with 100% employer match about $36,275 at 4% or $24,184 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-106$3,400,279$307,615$2,902iApproximate average salary by contribution assumption: employee only about $72,551 at 4% or $48,367 at 6%; with 50% employer match about $48,367 at 4% or $32,245 at 6%; with 100% employer match about $36,275 at 4% or $24,184 at 6%.
2020189$2,782,170$182,067$2,046iApproximate average salary by contribution assumption: employee only about $51,142 at 4% or $34,095 at 6%; with 50% employer match about $34,095 at 4% or $22,730 at 6%; with 100% employer match about $25,571 at 4% or $17,047 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-89$2,782,170$182,067$2,046iApproximate average salary by contribution assumption: employee only about $51,142 at 4% or $34,095 at 6%; with 50% employer match about $34,095 at 4% or $22,730 at 6%; with 100% employer match about $25,571 at 4% or $17,047 at 6%.
2019197$2,514,624$200,334$2,065iApproximate average salary by contribution assumption: employee only about $51,632 at 4% or $34,422 at 6%; with 50% employer match about $34,422 at 4% or $22,948 at 6%; with 100% employer match about $25,816 at 4% or $17,211 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-97$2,514,624$200,334$2,065iApproximate average salary by contribution assumption: employee only about $51,632 at 4% or $34,422 at 6%; with 50% employer match about $34,422 at 4% or $22,948 at 6%; with 100% employer match about $25,816 at 4% or $17,211 at 6%.
20181124$1,999,680$173,849$1,402iApproximate average salary by contribution assumption: employee only about $35,050 at 4% or $23,367 at 6%; with 50% employer match about $23,367 at 4% or $15,578 at 6%; with 100% employer match about $17,525 at 4% or $11,683 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-124$1,999,680$173,849$1,402iApproximate average salary by contribution assumption: employee only about $35,050 at 4% or $23,367 at 6%; with 50% employer match about $23,367 at 4% or $15,578 at 6%; with 100% employer match about $17,525 at 4% or $11,683 at 6%.
20171109$2,207,607$120,819$1,108iApproximate average salary by contribution assumption: employee only about $27,711 at 4% or $18,474 at 6%; with 50% employer match about $18,474 at 4% or $12,316 at 6%; with 100% employer match about $13,855 at 4% or $9,237 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-109$2,207,607$120,819$1,108iApproximate average salary by contribution assumption: employee only about $27,711 at 4% or $18,474 at 6%; with 50% employer match about $18,474 at 4% or $12,316 at 6%; with 100% employer match about $13,855 at 4% or $9,237 at 6%.
2016195$2,123,502$112,097$1,180iApproximate average salary by contribution assumption: employee only about $29,499 at 4% or $19,666 at 6%; with 50% employer match about $19,666 at 4% or $13,111 at 6%; with 100% employer match about $14,750 at 4% or $9,833 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-95$2,123,502$112,097$1,180iApproximate average salary by contribution assumption: employee only about $29,499 at 4% or $19,666 at 6%; with 50% employer match about $19,666 at 4% or $13,111 at 6%; with 100% employer match about $14,750 at 4% or $9,833 at 6%.
20151113$1,953,992$126,623$1,121iApproximate average salary by contribution assumption: employee only about $28,014 at 4% or $18,676 at 6%; with 50% employer match about $18,676 at 4% or $12,451 at 6%; with 100% employer match about $14,007 at 4% or $9,338 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-113$1,953,992$126,623$1,121iApproximate average salary by contribution assumption: employee only about $28,014 at 4% or $18,676 at 6%; with 50% employer match about $18,676 at 4% or $12,451 at 6%; with 100% employer match about $14,007 at 4% or $9,338 at 6%.
20141125$2,110,950$162,132$1,297iApproximate average salary by contribution assumption: employee only about $32,426 at 4% or $21,618 at 6%; with 50% employer match about $21,618 at 4% or $14,412 at 6%; with 100% employer match about $16,213 at 4% or $10,809 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-125$2,110,950$162,132$1,297iApproximate average salary by contribution assumption: employee only about $32,426 at 4% or $21,618 at 6%; with 50% employer match about $21,618 at 4% or $14,412 at 6%; with 100% employer match about $16,213 at 4% or $10,809 at 6%.
20131122$2,260,909$167,240$1,371iApproximate average salary by contribution assumption: employee only about $34,270 at 4% or $22,847 at 6%; with 50% employer match about $22,847 at 4% or $15,231 at 6%; with 100% employer match about $17,135 at 4% or $11,423 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-122$2,260,909$167,240$1,371iApproximate average salary by contribution assumption: employee only about $34,270 at 4% or $22,847 at 6%; with 50% employer match about $22,847 at 4% or $15,231 at 6%; with 100% employer match about $17,135 at 4% or $11,423 at 6%.
20121111$1,947,471$152,539$1,374iApproximate average salary by contribution assumption: employee only about $34,356 at 4% or $22,904 at 6%; with 50% employer match about $22,904 at 4% or $15,269 at 6%; with 100% employer match about $17,178 at 4% or $11,452 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-111$1,947,471$152,539$1,374iApproximate average salary by contribution assumption: employee only about $34,356 at 4% or $22,904 at 6%; with 50% employer match about $22,904 at 4% or $15,269 at 6%; with 100% employer match about $17,178 at 4% or $11,452 at 6%.
20111118$1,950,915$143,928$1,220iApproximate average salary by contribution assumption: employee only about $30,493 at 4% or $20,329 at 6%; with 50% employer match about $20,329 at 4% or $13,553 at 6%; with 100% employer match about $15,247 at 4% or $10,164 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-118$1,950,915$143,928$1,220iApproximate average salary by contribution assumption: employee only about $30,493 at 4% or $20,329 at 6%; with 50% employer match about $20,329 at 4% or $13,553 at 6%; with 100% employer match about $15,247 at 4% or $10,164 at 6%.
20101107$2,130,964$133,258$1,245iApproximate average salary by contribution assumption: employee only about $31,135 at 4% or $20,757 at 6%; with 50% employer match about $20,757 at 4% or $13,838 at 6%; with 100% employer match about $15,568 at 4% or $10,378 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-107$2,130,964$133,258$1,245iApproximate average salary by contribution assumption: employee only about $31,135 at 4% or $20,757 at 6%; with 50% employer match about $20,757 at 4% or $13,838 at 6%; with 100% employer match about $15,568 at 4% or $10,378 at 6%.
20091219$2,031,745$237,019$1,082iApproximate average salary by contribution assumption: employee only about $27,057 at 4% or $18,038 at 6%; with 50% employer match about $18,038 at 4% or $12,025 at 6%; with 100% employer match about $13,528 at 4% or $9,019 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-219$2,031,745$237,019$1,082iApproximate average salary by contribution assumption: employee only about $27,057 at 4% or $18,038 at 6%; with 50% employer match about $18,038 at 4% or $12,025 at 6%; with 100% employer match about $13,528 at 4% or $9,019 at 6%.
20081205$1,526,448$287,124$1,401iApproximate average salary by contribution assumption: employee only about $35,015 at 4% or $23,343 at 6%; with 50% employer match about $23,343 at 4% or $15,562 at 6%; with 100% employer match about $17,508 at 4% or $11,672 at 6%.
Sunward Consolidated Group and Affiliated Companies 401(K) Plan-205$1,526,448$287,124$1,401iApproximate average salary by contribution assumption: employee only about $35,015 at 4% or $23,343 at 6%; with 50% employer match about $23,343 at 4% or $15,562 at 6%; with 100% employer match about $17,508 at 4% or $11,672 at 6%.