The Sun Valley Group Inc.
Plan context: The Sun Valley Group Inc. 401(K) Plan
EIN 86-0848533 • 7 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
7
2011 Assets
$241,642
2011 Contributions
$18,022
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $18,022 | - |
| The Sun Valley Group Inc. 401(K) Plan | - | 0 | - | $18,022 | - |
| 2010 | 1 | 7 | $241,642 | $70,163 | $10,023iApproximate average salary by contribution assumption: employee only about $250,582 at 4% or $167,055 at 6%; with 50% employer match about $167,055 at 4% or $111,370 at 6%; with 100% employer match about $125,291 at 4% or $83,527 at 6%. |
| The Sun Valley Group Inc. 401(K) Plan | - | 7 | $241,642 | $70,163 | $10,023iApproximate average salary by contribution assumption: employee only about $250,582 at 4% or $167,055 at 6%; with 50% employer match about $167,055 at 4% or $111,370 at 6%; with 100% employer match about $125,291 at 4% or $83,527 at 6%. |
| 2009 | 1 | 29 | $368,488 | $110,601 | $3,814iApproximate average salary by contribution assumption: employee only about $95,346 at 4% or $63,564 at 6%; with 50% employer match about $63,564 at 4% or $42,376 at 6%; with 100% employer match about $47,673 at 4% or $31,782 at 6%. |
| The Sun Valley Group Inc. 401(K) Plan | - | 29 | $368,488 | $110,601 | $3,814iApproximate average salary by contribution assumption: employee only about $95,346 at 4% or $63,564 at 6%; with 50% employer match about $63,564 at 4% or $42,376 at 6%; with 100% employer match about $47,673 at 4% or $31,782 at 6%. |
| 2008 | 1 | 34 | $234,450 | $108,778 | $3,199iApproximate average salary by contribution assumption: employee only about $79,984 at 4% or $53,323 at 6%; with 50% employer match about $53,323 at 4% or $35,548 at 6%; with 100% employer match about $39,992 at 4% or $26,661 at 6%. |
| The Sun Valley Group Inc. 401(K) Plan | - | 34 | $234,450 | $108,778 | $3,199iApproximate average salary by contribution assumption: employee only about $79,984 at 4% or $53,323 at 6%; with 50% employer match about $53,323 at 4% or $35,548 at 6%; with 100% employer match about $39,992 at 4% or $26,661 at 6%. |
| 2007 | 1 | 35 | $197,028 | $89,888 | $2,568iApproximate average salary by contribution assumption: employee only about $64,206 at 4% or $42,804 at 6%; with 50% employer match about $42,804 at 4% or $28,536 at 6%; with 100% employer match about $32,103 at 4% or $21,402 at 6%. |
| The Sun Valley Group Inc. 401(K) Plan | - | 35 | $197,028 | $89,888 | $2,568iApproximate average salary by contribution assumption: employee only about $64,206 at 4% or $42,804 at 6%; with 50% employer match about $42,804 at 4% or $28,536 at 6%; with 100% employer match about $32,103 at 4% or $21,402 at 6%. |
| 2006 | 1 | 60 | $106,037 | $58,821 | $980iApproximate average salary by contribution assumption: employee only about $24,509 at 4% or $16,339 at 6%; with 50% employer match about $16,339 at 4% or $10,893 at 6%; with 100% employer match about $12,254 at 4% or $8,170 at 6%. |
| The Sun Valley Group Inc. 401(K) Plan | - | 60 | $106,037 | $58,821 | $980iApproximate average salary by contribution assumption: employee only about $24,509 at 4% or $16,339 at 6%; with 50% employer match about $16,339 at 4% or $10,893 at 6%; with 100% employer match about $12,254 at 4% or $8,170 at 6%. |
| 2005 | 1 | 28 | $39,091 | $39,108 | $1,397iApproximate average salary by contribution assumption: employee only about $34,918 at 4% or $23,279 at 6%; with 50% employer match about $23,279 at 4% or $15,519 at 6%; with 100% employer match about $17,459 at 4% or $11,639 at 6%. |
| The Sun Valley Group Inc. 401(K) Plan | - | 28 | $39,091 | $39,108 | $1,397iApproximate average salary by contribution assumption: employee only about $34,918 at 4% or $23,279 at 6%; with 50% employer match about $23,279 at 4% or $15,519 at 6%; with 100% employer match about $17,459 at 4% or $11,639 at 6%. |