Civic Intelligence

Sun Mountain Inc.

Plan context: Sun Mountain 401(K) Plan

EIN 84-1446037 • Berthoud, CO • 21 filings • 5 plans

140 Commerce RdBerthoud, CO 80513-9148
Current Snapshot

Latest Year

2022

2022 Participants

108

2022 Assets

$4,505,228

2022 Contributions

$141,584

Historical Graphs

Total Assets Over Time

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

$4,505,228$2,252,614$0200620142021YearValue
$4,505,228Latest year 2021

Participants Over Time

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

115580200620142021YearValue
108Latest year 2021

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
202210$0$141,584-
Sun Mountain 401(K) Plan-0$0$141,584-
20212108$4,505,228$371,720$3,442iApproximate average salary by contribution assumption: employee only about $86,046 at 4% or $57,364 at 6%; with 50% employer match about $57,364 at 4% or $38,243 at 6%; with 100% employer match about $43,023 at 4% or $28,682 at 6%.
Sun Mountain 401(K) Plan-91$4,505,228$371,720$4,085iApproximate average salary by contribution assumption: employee only about $102,121 at 4% or $68,081 at 6%; with 50% employer match about $68,081 at 4% or $45,387 at 6%; with 100% employer match about $51,060 at 4% or $34,040 at 6%.
Sun Mountain Welfare Benefit Plan-108---
20202113$4,062,549$461,887$4,087iApproximate average salary by contribution assumption: employee only about $102,187 at 4% or $68,125 at 6%; with 50% employer match about $68,125 at 4% or $45,417 at 6%; with 100% employer match about $51,094 at 4% or $34,062 at 6%.
Sun Mountain 401(K) Plan-96$4,062,549$461,887$4,811iApproximate average salary by contribution assumption: employee only about $120,283 at 4% or $80,189 at 6%; with 50% employer match about $80,189 at 4% or $53,459 at 6%; with 100% employer match about $60,142 at 4% or $40,094 at 6%.
Sun Mountain Welfare Benefit Plan-113---
2019194$3,106,981$392,085$4,171iApproximate average salary by contribution assumption: employee only about $104,278 at 4% or $69,519 at 6%; with 50% employer match about $69,519 at 4% or $46,346 at 6%; with 100% employer match about $52,139 at 4% or $34,759 at 6%.
Sun Mountain 401(K) Plan-94$3,106,981$392,085$4,171iApproximate average salary by contribution assumption: employee only about $104,278 at 4% or $69,519 at 6%; with 50% employer match about $69,519 at 4% or $46,346 at 6%; with 100% employer match about $52,139 at 4% or $34,759 at 6%.
2018193$2,461,029$276,172$2,970iApproximate average salary by contribution assumption: employee only about $74,240 at 4% or $49,493 at 6%; with 50% employer match about $49,493 at 4% or $32,995 at 6%; with 100% employer match about $37,120 at 4% or $24,747 at 6%.
Sun Mountain 401(K) Plan-93$2,461,029$276,172$2,970iApproximate average salary by contribution assumption: employee only about $74,240 at 4% or $49,493 at 6%; with 50% employer match about $49,493 at 4% or $32,995 at 6%; with 100% employer match about $37,120 at 4% or $24,747 at 6%.
2017190$2,441,714$263,437$2,927iApproximate average salary by contribution assumption: employee only about $73,177 at 4% or $48,785 at 6%; with 50% employer match about $48,785 at 4% or $32,523 at 6%; with 100% employer match about $36,588 at 4% or $24,392 at 6%.
Sun Mountain 401(K) Plan-90$2,441,714$263,437$2,927iApproximate average salary by contribution assumption: employee only about $73,177 at 4% or $48,785 at 6%; with 50% employer match about $48,785 at 4% or $32,523 at 6%; with 100% employer match about $36,588 at 4% or $24,392 at 6%.
2016156$1,890,373$182,447$3,258iApproximate average salary by contribution assumption: employee only about $81,450 at 4% or $54,300 at 6%; with 50% employer match about $54,300 at 4% or $36,200 at 6%; with 100% employer match about $40,725 at 4% or $27,150 at 6%.
Sun Mountain 401(K) Plan-56$1,890,373$182,447$3,258iApproximate average salary by contribution assumption: employee only about $81,450 at 4% or $54,300 at 6%; with 50% employer match about $54,300 at 4% or $36,200 at 6%; with 100% employer match about $40,725 at 4% or $27,150 at 6%.
2015141$1,590,539$120,690$2,944iApproximate average salary by contribution assumption: employee only about $73,591 at 4% or $49,061 at 6%; with 50% employer match about $49,061 at 4% or $32,707 at 6%; with 100% employer match about $36,796 at 4% or $24,530 at 6%.
Sun Mountain 401(K) Plan-41$1,590,539$120,690$2,944iApproximate average salary by contribution assumption: employee only about $73,591 at 4% or $49,061 at 6%; with 50% employer match about $49,061 at 4% or $32,707 at 6%; with 100% employer match about $36,796 at 4% or $24,530 at 6%.
2014133$1,511,470$74,648$2,262iApproximate average salary by contribution assumption: employee only about $56,552 at 4% or $37,701 at 6%; with 50% employer match about $37,701 at 4% or $25,134 at 6%; with 100% employer match about $28,276 at 4% or $18,851 at 6%.
Sun Mountain 401(K) Plan-33$1,511,470$74,648$2,262iApproximate average salary by contribution assumption: employee only about $56,552 at 4% or $37,701 at 6%; with 50% employer match about $37,701 at 4% or $25,134 at 6%; with 100% employer match about $28,276 at 4% or $18,851 at 6%.
2013131$1,498,012$57,641$1,859iApproximate average salary by contribution assumption: employee only about $46,485 at 4% or $30,990 at 6%; with 50% employer match about $30,990 at 4% or $20,660 at 6%; with 100% employer match about $23,242 at 4% or $15,495 at 6%.
Sun Mountain 401(K) Plan-31$1,498,012$57,641$1,859iApproximate average salary by contribution assumption: employee only about $46,485 at 4% or $30,990 at 6%; with 50% employer match about $30,990 at 4% or $20,660 at 6%; with 100% employer match about $23,242 at 4% or $15,495 at 6%.
2012132$1,168,066$53,711$1,678iApproximate average salary by contribution assumption: employee only about $41,962 at 4% or $27,974 at 6%; with 50% employer match about $27,974 at 4% or $18,650 at 6%; with 100% employer match about $20,981 at 4% or $13,987 at 6%.
Sun Mountain 401(K) Plan-32$1,168,066$53,711$1,678iApproximate average salary by contribution assumption: employee only about $41,962 at 4% or $27,974 at 6%; with 50% employer match about $27,974 at 4% or $18,650 at 6%; with 100% employer match about $20,981 at 4% or $13,987 at 6%.
2011139$1,037,982$59,795$1,533iApproximate average salary by contribution assumption: employee only about $38,330 at 4% or $25,553 at 6%; with 50% employer match about $25,553 at 4% or $17,036 at 6%; with 100% employer match about $19,165 at 4% or $12,777 at 6%.
Sun Mountain 401(K) Plan-39$1,037,982$59,795$1,533iApproximate average salary by contribution assumption: employee only about $38,330 at 4% or $25,553 at 6%; with 50% employer match about $25,553 at 4% or $17,036 at 6%; with 100% employer match about $19,165 at 4% or $12,777 at 6%.
2010148$1,132,233$64,960$1,353iApproximate average salary by contribution assumption: employee only about $33,833 at 4% or $22,556 at 6%; with 50% employer match about $22,556 at 4% or $15,037 at 6%; with 100% employer match about $16,917 at 4% or $11,278 at 6%.
Sun Mountain 401(K) Plan-48$1,132,233$64,960$1,353iApproximate average salary by contribution assumption: employee only about $33,833 at 4% or $22,556 at 6%; with 50% employer match about $22,556 at 4% or $15,037 at 6%; with 100% employer match about $16,917 at 4% or $11,278 at 6%.
2009152$932,167$89,540$1,722iApproximate average salary by contribution assumption: employee only about $43,048 at 4% or $28,699 at 6%; with 50% employer match about $28,699 at 4% or $19,132 at 6%; with 100% employer match about $21,524 at 4% or $14,349 at 6%.
Sun Mountain 401(K) Plan-52$932,167$89,540$1,722iApproximate average salary by contribution assumption: employee only about $43,048 at 4% or $28,699 at 6%; with 50% employer match about $28,699 at 4% or $19,132 at 6%; with 100% employer match about $21,524 at 4% or $14,349 at 6%.
2008168$897,590$197,077$2,898iApproximate average salary by contribution assumption: employee only about $72,455 at 4% or $48,303 at 6%; with 50% employer match about $48,303 at 4% or $32,202 at 6%; with 100% employer match about $36,227 at 4% or $24,152 at 6%.
Sun Mountain 401(K) Plan-68$897,590$197,077$2,898iApproximate average salary by contribution assumption: employee only about $72,455 at 4% or $48,303 at 6%; with 50% employer match about $48,303 at 4% or $32,202 at 6%; with 100% employer match about $36,227 at 4% or $24,152 at 6%.
20072102$0$0-
Sun Mountain Welfare Benefit Plan-97---
Sun Mountain 401(K) Plan-102---
20062115$1,609,743$177,336$1,542iApproximate average salary by contribution assumption: employee only about $38,551 at 4% or $25,701 at 6%; with 50% employer match about $25,701 at 4% or $17,134 at 6%; with 100% employer match about $19,276 at 4% or $12,850 at 6%.
Sun Mountain 401(K) Plan-69$1,609,743$177,336$2,570iApproximate average salary by contribution assumption: employee only about $64,252 at 4% or $42,835 at 6%; with 50% employer match about $42,835 at 4% or $28,557 at 6%; with 100% employer match about $32,126 at 4% or $21,417 at 6%.
Sun Mountain Welfare Benefit Plan-115---