The Sundance Group
Plan context: Sundance Group 401(K) Plan
EIN 84-1421193 • Provo, UT • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,602,800
2024 Contributions
$212,467
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 17 | $2,602,800 | $212,467 | $12,498iApproximate average salary by contribution assumption: employee only about $312,451 at 4% or $208,301 at 6%; with 50% employer match about $208,301 at 4% or $138,867 at 6%; with 100% employer match about $156,226 at 4% or $104,150 at 6%. |
| Sundance Group 401(K) Plan | - | 17 | $2,602,800 | $212,467 | $12,498iApproximate average salary by contribution assumption: employee only about $312,451 at 4% or $208,301 at 6%; with 50% employer match about $208,301 at 4% or $138,867 at 6%; with 100% employer match about $156,226 at 4% or $104,150 at 6%. |
| 2023 | 1 | 13 | $2,076,360 | $156,700 | $12,054iApproximate average salary by contribution assumption: employee only about $301,346 at 4% or $200,897 at 6%; with 50% employer match about $200,897 at 4% or $133,932 at 6%; with 100% employer match about $150,673 at 4% or $100,449 at 6%. |
| Sundance Group 401(K) Plan | - | 13 | $2,076,360 | $156,700 | $12,054iApproximate average salary by contribution assumption: employee only about $301,346 at 4% or $200,897 at 6%; with 50% employer match about $200,897 at 4% or $133,932 at 6%; with 100% employer match about $150,673 at 4% or $100,449 at 6%. |
| 2022 | 1 | 13 | $1,826,411 | $155,348 | $11,950iApproximate average salary by contribution assumption: employee only about $298,746 at 4% or $199,164 at 6%; with 50% employer match about $199,164 at 4% or $132,776 at 6%; with 100% employer match about $149,373 at 4% or $99,582 at 6%. |
| Sundance Group 401(K) Plan | - | 13 | $1,826,411 | $155,348 | $11,950iApproximate average salary by contribution assumption: employee only about $298,746 at 4% or $199,164 at 6%; with 50% employer match about $199,164 at 4% or $132,776 at 6%; with 100% employer match about $149,373 at 4% or $99,582 at 6%. |
| 2021 | 1 | 15 | $2,087,737 | $96,325 | $6,422iApproximate average salary by contribution assumption: employee only about $160,542 at 4% or $107,028 at 6%; with 50% employer match about $107,028 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%. |
| Sundance Group 401(K) Plan | - | 15 | $2,087,737 | $96,325 | $6,422iApproximate average salary by contribution assumption: employee only about $160,542 at 4% or $107,028 at 6%; with 50% employer match about $107,028 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%. |
| 2020 | 1 | 385 | $8,203,825 | $794,580 | $2,064iApproximate average salary by contribution assumption: employee only about $51,596 at 4% or $34,397 at 6%; with 50% employer match about $34,397 at 4% or $22,932 at 6%; with 100% employer match about $25,798 at 4% or $17,199 at 6%. |
| The Sundance 401(K) Plan | - | 385 | $8,203,825 | $794,580 | $2,064iApproximate average salary by contribution assumption: employee only about $51,596 at 4% or $34,397 at 6%; with 50% employer match about $34,397 at 4% or $22,932 at 6%; with 100% employer match about $25,798 at 4% or $17,199 at 6%. |
| 2019 | 1 | 410 | $6,739,169 | $828,361 | $2,020iApproximate average salary by contribution assumption: employee only about $50,510 at 4% or $33,673 at 6%; with 50% employer match about $33,673 at 4% or $22,449 at 6%; with 100% employer match about $25,255 at 4% or $16,837 at 6%. |
| The Sundance 401(K) Plan | - | 410 | $6,739,169 | $828,361 | $2,020iApproximate average salary by contribution assumption: employee only about $50,510 at 4% or $33,673 at 6%; with 50% employer match about $33,673 at 4% or $22,449 at 6%; with 100% employer match about $25,255 at 4% or $16,837 at 6%. |
| 2018 | 1 | 377 | $5,252,622 | $700,420 | $1,858iApproximate average salary by contribution assumption: employee only about $46,447 at 4% or $30,965 at 6%; with 50% employer match about $30,965 at 4% or $20,643 at 6%; with 100% employer match about $23,223 at 4% or $15,482 at 6%. |
| The Sundance 401(K) Plan | - | 377 | $5,252,622 | $700,420 | $1,858iApproximate average salary by contribution assumption: employee only about $46,447 at 4% or $30,965 at 6%; with 50% employer match about $30,965 at 4% or $20,643 at 6%; with 100% employer match about $23,223 at 4% or $15,482 at 6%. |
| 2017 | 1 | 367 | $5,591,047 | $653,667 | $1,781iApproximate average salary by contribution assumption: employee only about $44,528 at 4% or $29,685 at 6%; with 50% employer match about $29,685 at 4% or $19,790 at 6%; with 100% employer match about $22,264 at 4% or $14,843 at 6%. |
| The Sundance 401(K) Plan | - | 367 | $5,591,047 | $653,667 | $1,781iApproximate average salary by contribution assumption: employee only about $44,528 at 4% or $29,685 at 6%; with 50% employer match about $29,685 at 4% or $19,790 at 6%; with 100% employer match about $22,264 at 4% or $14,843 at 6%. |
| 2016 | 1 | 443 | $5,054,254 | $598,925 | $1,352iApproximate average salary by contribution assumption: employee only about $33,799 at 4% or $22,533 at 6%; with 50% employer match about $22,533 at 4% or $15,022 at 6%; with 100% employer match about $16,900 at 4% or $11,266 at 6%. |
| The Sundance 401(K) Plan | - | 443 | $5,054,254 | $598,925 | $1,352iApproximate average salary by contribution assumption: employee only about $33,799 at 4% or $22,533 at 6%; with 50% employer match about $22,533 at 4% or $15,022 at 6%; with 100% employer match about $16,900 at 4% or $11,266 at 6%. |
| 2015 | 1 | 365 | $4,505,113 | $523,322 | $1,434iApproximate average salary by contribution assumption: employee only about $35,844 at 4% or $23,896 at 6%; with 50% employer match about $23,896 at 4% or $15,931 at 6%; with 100% employer match about $17,922 at 4% or $11,948 at 6%. |
| The Sundance 401(K) Plan | - | 365 | $4,505,113 | $523,322 | $1,434iApproximate average salary by contribution assumption: employee only about $35,844 at 4% or $23,896 at 6%; with 50% employer match about $23,896 at 4% or $15,931 at 6%; with 100% employer match about $17,922 at 4% or $11,948 at 6%. |
| 2014 | 1 | 315 | $4,233,867 | $344,205 | $1,093iApproximate average salary by contribution assumption: employee only about $27,318 at 4% or $18,212 at 6%; with 50% employer match about $18,212 at 4% or $12,141 at 6%; with 100% employer match about $13,659 at 4% or $9,106 at 6%. |
| The Sundance 401(K) Plan | - | 315 | $4,233,867 | $344,205 | $1,093iApproximate average salary by contribution assumption: employee only about $27,318 at 4% or $18,212 at 6%; with 50% employer match about $18,212 at 4% or $12,141 at 6%; with 100% employer match about $13,659 at 4% or $9,106 at 6%. |
| 2013 | 1 | 319 | $3,994,282 | $332,288 | $1,042iApproximate average salary by contribution assumption: employee only about $26,041 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,680 at 6%. |
| The Sundance 401(K) Plan | - | 319 | $3,994,282 | $332,288 | $1,042iApproximate average salary by contribution assumption: employee only about $26,041 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,680 at 6%. |
| 2012 | 1 | 313 | $3,691,905 | $337,440 | $1,078iApproximate average salary by contribution assumption: employee only about $26,952 at 4% or $17,968 at 6%; with 50% employer match about $17,968 at 4% or $11,979 at 6%; with 100% employer match about $13,476 at 4% or $8,984 at 6%. |
| The Sundance 401(K) Plan | - | 313 | $3,691,905 | $337,440 | $1,078iApproximate average salary by contribution assumption: employee only about $26,952 at 4% or $17,968 at 6%; with 50% employer match about $17,968 at 4% or $11,979 at 6%; with 100% employer match about $13,476 at 4% or $8,984 at 6%. |
| 2011 | 1 | 297 | $3,717,834 | $284,546 | $958iApproximate average salary by contribution assumption: employee only about $23,952 at 4% or $15,968 at 6%; with 50% employer match about $15,968 at 4% or $10,645 at 6%; with 100% employer match about $11,976 at 4% or $7,984 at 6%. |
| The Sundance 401(K) Plan | - | 297 | $3,717,834 | $284,546 | $958iApproximate average salary by contribution assumption: employee only about $23,952 at 4% or $15,968 at 6%; with 50% employer match about $15,968 at 4% or $10,645 at 6%; with 100% employer match about $11,976 at 4% or $7,984 at 6%. |
| 2010 | 1 | 325 | $3,891,606 | $470,973 | $1,449iApproximate average salary by contribution assumption: employee only about $36,229 at 4% or $24,152 at 6%; with 50% employer match about $24,152 at 4% or $16,102 at 6%; with 100% employer match about $18,114 at 4% or $12,076 at 6%. |
| The Sundance 401(K) Plan | - | 325 | $3,891,606 | $470,973 | $1,449iApproximate average salary by contribution assumption: employee only about $36,229 at 4% or $24,152 at 6%; with 50% employer match about $24,152 at 4% or $16,102 at 6%; with 100% employer match about $18,114 at 4% or $12,076 at 6%. |
| 2009 | 1 | 353 | $3,461,051 | $476,558 | $1,350iApproximate average salary by contribution assumption: employee only about $33,751 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%. |
| The Sundance 401(K) Plan | - | 353 | $3,461,051 | $476,558 | $1,350iApproximate average salary by contribution assumption: employee only about $33,751 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%. |
| 2008 | 1 | 387 | $2,508,300 | $467,583 | $1,208iApproximate average salary by contribution assumption: employee only about $30,206 at 4% or $20,137 at 6%; with 50% employer match about $20,137 at 4% or $13,425 at 6%; with 100% employer match about $15,103 at 4% or $10,069 at 6%. |
| The Sundance 401(K) Plan | - | 387 | $2,508,300 | $467,583 | $1,208iApproximate average salary by contribution assumption: employee only about $30,206 at 4% or $20,137 at 6%; with 50% employer match about $20,137 at 4% or $13,425 at 6%; with 100% employer match about $15,103 at 4% or $10,069 at 6%. |
| 2007 | 1 | 472 | $3,147,825 | $386,182 | $818iApproximate average salary by contribution assumption: employee only about $20,455 at 4% or $13,636 at 6%; with 50% employer match about $13,636 at 4% or $9,091 at 6%; with 100% employer match about $10,227 at 4% or $6,818 at 6%. |
| The Sundance 401(K) Plan | - | 472 | $3,147,825 | $386,182 | $818iApproximate average salary by contribution assumption: employee only about $20,455 at 4% or $13,636 at 6%; with 50% employer match about $13,636 at 4% or $9,091 at 6%; with 100% employer match about $10,227 at 4% or $6,818 at 6%. |
| 2006 | 1 | 457 | $2,643,054 | $257,676 | $564iApproximate average salary by contribution assumption: employee only about $14,096 at 4% or $9,397 at 6%; with 50% employer match about $9,397 at 4% or $6,265 at 6%; with 100% employer match about $7,048 at 4% or $4,699 at 6%. |
| The Sundance 401(K) Plan | - | 457 | $2,643,054 | $257,676 | $564iApproximate average salary by contribution assumption: employee only about $14,096 at 4% or $9,397 at 6%; with 50% employer match about $9,397 at 4% or $6,265 at 6%; with 100% employer match about $7,048 at 4% or $4,699 at 6%. |
| 2005 | 1 | 398 | $2,254,649 | $283,883 | $713iApproximate average salary by contribution assumption: employee only about $17,832 at 4% or $11,888 at 6%; with 50% employer match about $11,888 at 4% or $7,925 at 6%; with 100% employer match about $8,916 at 4% or $5,944 at 6%. |
| The Sundance 401(K) Plan | - | 398 | $2,254,649 | $283,883 | $713iApproximate average salary by contribution assumption: employee only about $17,832 at 4% or $11,888 at 6%; with 50% employer match about $11,888 at 4% or $7,925 at 6%; with 100% employer match about $8,916 at 4% or $5,944 at 6%. |
| 2004 | 1 | 416 | $2,432,665 | $219,331 | $527iApproximate average salary by contribution assumption: employee only about $13,181 at 4% or $8,787 at 6%; with 50% employer match about $8,787 at 4% or $5,858 at 6%; with 100% employer match about $6,590 at 4% or $4,394 at 6%. |
| The Sundance 401(K) Plan | - | 416 | $2,432,665 | $219,331 | $527iApproximate average salary by contribution assumption: employee only about $13,181 at 4% or $8,787 at 6%; with 50% employer match about $8,787 at 4% or $5,858 at 6%; with 100% employer match about $6,590 at 4% or $4,394 at 6%. |
| 2003 | 1 | 804 | $3,493,962 | $506,233 | $630iApproximate average salary by contribution assumption: employee only about $15,741 at 4% or $10,494 at 6%; with 50% employer match about $10,494 at 4% or $6,996 at 6%; with 100% employer match about $7,871 at 4% or $5,247 at 6%. |
| The Sundance 401(K) Plan | - | 804 | $3,493,962 | $506,233 | $630iApproximate average salary by contribution assumption: employee only about $15,741 at 4% or $10,494 at 6%; with 50% employer match about $10,494 at 4% or $6,996 at 6%; with 100% employer match about $7,871 at 4% or $5,247 at 6%. |
| 2002 | 1 | 882 | $2,940,412 | $529,032 | $600iApproximate average salary by contribution assumption: employee only about $14,995 at 4% or $9,997 at 6%; with 50% employer match about $9,997 at 4% or $6,665 at 6%; with 100% employer match about $7,498 at 4% or $4,998 at 6%. |
| The Sundance 401(K) Plan | - | 882 | $2,940,412 | $529,032 | $600iApproximate average salary by contribution assumption: employee only about $14,995 at 4% or $9,997 at 6%; with 50% employer match about $9,997 at 4% or $6,665 at 6%; with 100% employer match about $7,498 at 4% or $4,998 at 6%. |
| 2001 | 1 | 995 | $3,324,007 | $572,387 | $575iApproximate average salary by contribution assumption: employee only about $14,382 at 4% or $9,588 at 6%; with 50% employer match about $9,588 at 4% or $6,392 at 6%; with 100% employer match about $7,191 at 4% or $4,794 at 6%. |
| The Sundance 401(K) Plan | - | 995 | $3,324,007 | $572,387 | $575iApproximate average salary by contribution assumption: employee only about $14,382 at 4% or $9,588 at 6%; with 50% employer match about $9,588 at 4% or $6,392 at 6%; with 100% employer match about $7,191 at 4% or $4,794 at 6%. |