Sgp Associates
Plan context: Sgp Associates Cash Balance Plan
EIN 84-3995980 • Fairfield, CT • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$4,988,981
2025 Contributions
$215,000
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 | 2 | 5 | $4,988,981 | $215,000 | $43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%. |
| Sgp Associates Cash Balance Plan | - | 5 | $3,836,749 | $0 | - |
| SGP ASSOCIATES 401(K) PROFIT SHARING PLAN | - | 5 | $1,152,232 | $215,000 | $43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%. |
| 2024 | 2 | 5 | $4,489,075 | $213,000 | $42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%. |
| Sgp Associates Cash Balance Plan | - | 5 | $3,682,329 | - | - |
| SGP ASSOCIATES 401(K) PROFIT SHARING PLAN | - | 5 | $806,746 | $213,000 | $42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%. |
| 2023 | 2 | 5 | $3,714,402 | $1,161,855 | $232,371iApproximate average salary by contribution assumption: employee only about $5,809,275 at 4% or $3,872,850 at 6%; with 50% employer match about $3,872,850 at 4% or $2,581,900 at 6%; with 100% employer match about $2,904,638 at 4% or $1,936,425 at 6%. |
| Sgp Associates Cash Balance Plan | - | 5 | $3,185,716 | $984,857 | $196,971iApproximate average salary by contribution assumption: employee only about $4,924,285 at 4% or $3,282,857 at 6%; with 50% employer match about $3,282,857 at 4% or $2,188,571 at 6%; with 100% employer match about $2,462,143 at 4% or $1,641,428 at 6%. |
| SGP ASSOCIATES 401(K) PROFIT SHARING PLAN | - | 5 | $528,686 | $176,998 | $35,400iApproximate average salary by contribution assumption: employee only about $884,990 at 4% or $589,993 at 6%; with 50% employer match about $589,993 at 4% or $393,329 at 6%; with 100% employer match about $442,495 at 4% or $294,997 at 6%. |