Sundance Institute
Plan context: Sundance Institute 401K Profit Sharing Plan
EIN 87-0361394 • Park City, UT • 33 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
160
2024 Assets
$19,204,890
2024 Contributions
$1,236,642
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 | 2 | 160 | $19,204,890 | $1,236,642 | $7,729iApproximate average salary by contribution assumption: employee only about $193,225 at 4% or $128,817 at 6%; with 50% employer match about $128,817 at 4% or $85,878 at 6%; with 100% employer match about $96,613 at 4% or $64,408 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 152 | $19,204,890 | $1,236,642 | $8,136iApproximate average salary by contribution assumption: employee only about $203,395 at 4% or $135,597 at 6%; with 50% employer match about $135,597 at 4% or $90,398 at 6%; with 100% employer match about $101,698 at 4% or $67,798 at 6%. |
| Sundance Institute | - | 160 | - | - | - |
| 2023 | 2 | 158 | $17,053,973 | $1,221,235 | $7,729iApproximate average salary by contribution assumption: employee only about $193,233 at 4% or $128,822 at 6%; with 50% employer match about $128,822 at 4% or $85,882 at 6%; with 100% employer match about $96,617 at 4% or $64,411 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 158 | $17,053,973 | $1,221,235 | $7,729iApproximate average salary by contribution assumption: employee only about $193,233 at 4% or $128,822 at 6%; with 50% employer match about $128,822 at 4% or $85,882 at 6%; with 100% employer match about $96,617 at 4% or $64,411 at 6%. |
| Sundance Institute | - | 158 | - | - | - |
| 2022 | 2 | 169 | $13,671,656 | $1,330,319 | $7,872iApproximate average salary by contribution assumption: employee only about $196,793 at 4% or $131,195 at 6%; with 50% employer match about $131,195 at 4% or $87,463 at 6%; with 100% employer match about $98,396 at 4% or $65,598 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 169 | $13,671,656 | $1,330,319 | $7,872iApproximate average salary by contribution assumption: employee only about $196,793 at 4% or $131,195 at 6%; with 50% employer match about $131,195 at 4% or $87,463 at 6%; with 100% employer match about $98,396 at 4% or $65,598 at 6%. |
| Sundance Institute | - | 163 | - | - | - |
| 2021 | 2 | 167 | $20,877,827 | $1,484,699 | $8,890iApproximate average salary by contribution assumption: employee only about $222,260 at 4% or $148,174 at 6%; with 50% employer match about $148,174 at 4% or $98,782 at 6%; with 100% employer match about $111,130 at 4% or $74,087 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 167 | $20,877,827 | $1,484,699 | $8,890iApproximate average salary by contribution assumption: employee only about $222,260 at 4% or $148,174 at 6%; with 50% employer match about $148,174 at 4% or $98,782 at 6%; with 100% employer match about $111,130 at 4% or $74,087 at 6%. |
| Sundance Institute | - | 148 | - | - | - |
| 2020 | 2 | 165 | $18,498,708 | $1,521,854 | $9,223iApproximate average salary by contribution assumption: employee only about $230,584 at 4% or $153,723 at 6%; with 50% employer match about $153,723 at 4% or $102,482 at 6%; with 100% employer match about $115,292 at 4% or $76,861 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 158 | $18,498,708 | $1,521,854 | $9,632iApproximate average salary by contribution assumption: employee only about $240,800 at 4% or $160,533 at 6%; with 50% employer match about $160,533 at 4% or $107,022 at 6%; with 100% employer match about $120,400 at 4% or $80,267 at 6%. |
| Sundance Institute | - | 165 | - | - | - |
| 2019 | 2 | 185 | $16,177,722 | $1,806,872 | $9,767iApproximate average salary by contribution assumption: employee only about $244,172 at 4% or $162,781 at 6%; with 50% employer match about $162,781 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,391 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 185 | $16,177,722 | $1,806,872 | $9,767iApproximate average salary by contribution assumption: employee only about $244,172 at 4% or $162,781 at 6%; with 50% employer match about $162,781 at 4% or $108,521 at 6%; with 100% employer match about $122,086 at 4% or $81,391 at 6%. |
| Sundance Institute | - | 153 | - | - | - |
| 2018 | 1 | 162 | $13,430,425 | $1,619,595 | $9,998iApproximate average salary by contribution assumption: employee only about $249,938 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 162 | $13,430,425 | $1,619,595 | $9,998iApproximate average salary by contribution assumption: employee only about $249,938 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,313 at 6%. |
| 2017 | 1 | 153 | $13,428,405 | $1,490,590 | $9,742iApproximate average salary by contribution assumption: employee only about $243,560 at 4% or $162,374 at 6%; with 50% employer match about $162,374 at 4% or $108,249 at 6%; with 100% employer match about $121,780 at 4% or $81,187 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 153 | $13,428,405 | $1,490,590 | $9,742iApproximate average salary by contribution assumption: employee only about $243,560 at 4% or $162,374 at 6%; with 50% employer match about $162,374 at 4% or $108,249 at 6%; with 100% employer match about $121,780 at 4% or $81,187 at 6%. |
| 2016 | 1 | 163 | $11,970,467 | $359,099 | $2,203iApproximate average salary by contribution assumption: employee only about $55,077 at 4% or $36,718 at 6%; with 50% employer match about $36,718 at 4% or $24,478 at 6%; with 100% employer match about $27,538 at 4% or $18,359 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 163 | $11,970,467 | $359,099 | $2,203iApproximate average salary by contribution assumption: employee only about $55,077 at 4% or $36,718 at 6%; with 50% employer match about $36,718 at 4% or $24,478 at 6%; with 100% employer match about $27,538 at 4% or $18,359 at 6%. |
| 2015 | 1 | 118 | $11,504,290 | $1,315,774 | $11,151iApproximate average salary by contribution assumption: employee only about $278,766 at 4% or $185,844 at 6%; with 50% employer match about $185,844 at 4% or $123,896 at 6%; with 100% employer match about $139,383 at 4% or $92,922 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 118 | $11,504,290 | $1,315,774 | $11,151iApproximate average salary by contribution assumption: employee only about $278,766 at 4% or $185,844 at 6%; with 50% employer match about $185,844 at 4% or $123,896 at 6%; with 100% employer match about $139,383 at 4% or $92,922 at 6%. |
| 2014 | 1 | 108 | $10,022,682 | $1,193,215 | $11,048iApproximate average salary by contribution assumption: employee only about $276,207 at 4% or $184,138 at 6%; with 50% employer match about $184,138 at 4% or $122,759 at 6%; with 100% employer match about $138,104 at 4% or $92,069 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 108 | $10,022,682 | $1,193,215 | $11,048iApproximate average salary by contribution assumption: employee only about $276,207 at 4% or $184,138 at 6%; with 50% employer match about $184,138 at 4% or $122,759 at 6%; with 100% employer match about $138,104 at 4% or $92,069 at 6%. |
| 2013 | 1 | 110 | $9,438,097 | $1,181,079 | $10,737iApproximate average salary by contribution assumption: employee only about $268,427 at 4% or $178,951 at 6%; with 50% employer match about $178,951 at 4% or $119,301 at 6%; with 100% employer match about $134,214 at 4% or $89,476 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 110 | $9,438,097 | $1,181,079 | $10,737iApproximate average salary by contribution assumption: employee only about $268,427 at 4% or $178,951 at 6%; with 50% employer match about $178,951 at 4% or $119,301 at 6%; with 100% employer match about $134,214 at 4% or $89,476 at 6%. |
| 2012 | 1 | 101 | $7,065,209 | $987,714 | $9,779iApproximate average salary by contribution assumption: employee only about $244,484 at 4% or $162,989 at 6%; with 50% employer match about $162,989 at 4% or $108,659 at 6%; with 100% employer match about $122,242 at 4% or $81,495 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 101 | $7,065,209 | $987,714 | $9,779iApproximate average salary by contribution assumption: employee only about $244,484 at 4% or $162,989 at 6%; with 50% employer match about $162,989 at 4% or $108,659 at 6%; with 100% employer match about $122,242 at 4% or $81,495 at 6%. |
| 2011 | 1 | 127 | $5,994,586 | $960,622 | $7,564iApproximate average salary by contribution assumption: employee only about $189,099 at 4% or $126,066 at 6%; with 50% employer match about $126,066 at 4% or $84,044 at 6%; with 100% employer match about $94,549 at 4% or $63,033 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 127 | $5,994,586 | $960,622 | $7,564iApproximate average salary by contribution assumption: employee only about $189,099 at 4% or $126,066 at 6%; with 50% employer match about $126,066 at 4% or $84,044 at 6%; with 100% employer match about $94,549 at 4% or $63,033 at 6%. |
| 2010 | 1 | 110 | $5,257,828 | $721,047 | $6,555iApproximate average salary by contribution assumption: employee only about $163,874 at 4% or $109,250 at 6%; with 50% employer match about $109,250 at 4% or $72,833 at 6%; with 100% employer match about $81,937 at 4% or $54,625 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 110 | $5,257,828 | $721,047 | $6,555iApproximate average salary by contribution assumption: employee only about $163,874 at 4% or $109,250 at 6%; with 50% employer match about $109,250 at 4% or $72,833 at 6%; with 100% employer match about $81,937 at 4% or $54,625 at 6%. |
| 2009 | 1 | 108 | $4,254,094 | $642,585 | $5,950iApproximate average salary by contribution assumption: employee only about $148,747 at 4% or $99,164 at 6%; with 50% employer match about $99,164 at 4% or $66,110 at 6%; with 100% employer match about $74,373 at 4% or $49,582 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 108 | $4,254,094 | $642,585 | $5,950iApproximate average salary by contribution assumption: employee only about $148,747 at 4% or $99,164 at 6%; with 50% employer match about $99,164 at 4% or $66,110 at 6%; with 100% employer match about $74,373 at 4% or $49,582 at 6%. |
| 2008 | 1 | 80 | $0 | $0 | - |
| Sundance Institute 401K Profit Sharing Plan | - | 80 | - | - | - |
| 2007 | 1 | 70 | $0 | $0 | - |
| Sundance Institute 401K Profit Sharing Plan | - | 70 | - | - | - |
| 2006 | 1 | 55 | $3,349,077 | $532,802 | $9,687iApproximate average salary by contribution assumption: employee only about $242,183 at 4% or $161,455 at 6%; with 50% employer match about $161,455 at 4% or $107,637 at 6%; with 100% employer match about $121,091 at 4% or $80,728 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 55 | $3,349,077 | $532,802 | $9,687iApproximate average salary by contribution assumption: employee only about $242,183 at 4% or $161,455 at 6%; with 50% employer match about $161,455 at 4% or $107,637 at 6%; with 100% employer match about $121,091 at 4% or $80,728 at 6%. |
| 2005 | 1 | 53 | $2,590,989 | $741,329 | $13,987iApproximate average salary by contribution assumption: employee only about $349,683 at 4% or $233,122 at 6%; with 50% employer match about $233,122 at 4% or $155,415 at 6%; with 100% employer match about $174,842 at 4% or $116,561 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 53 | $2,590,989 | $741,329 | $13,987iApproximate average salary by contribution assumption: employee only about $349,683 at 4% or $233,122 at 6%; with 50% employer match about $233,122 at 4% or $155,415 at 6%; with 100% employer match about $174,842 at 4% or $116,561 at 6%. |
| 2004 | 1 | 60 | $1,961,908 | $414,924 | $6,915iApproximate average salary by contribution assumption: employee only about $172,885 at 4% or $115,257 at 6%; with 50% employer match about $115,257 at 4% or $76,838 at 6%; with 100% employer match about $86,443 at 4% or $57,628 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 60 | $1,961,908 | $414,924 | $6,915iApproximate average salary by contribution assumption: employee only about $172,885 at 4% or $115,257 at 6%; with 50% employer match about $115,257 at 4% or $76,838 at 6%; with 100% employer match about $86,443 at 4% or $57,628 at 6%. |
| 2003 | 1 | 42 | $0 | $0 | - |
| Sundance Institute 401K Profit Sharing Plan | - | 42 | - | - | - |
| 2002 | 1 | 34 | $0 | $0 | - |
| Sundance Institute 401K Profit Sharing Plan | - | 34 | - | - | - |
| 2001 | 1 | 54 | $0 | $0 | - |
| Sundance Institute 401K Profit Sharing Plan | - | 54 | - | - | - |
| 2000 | 2 | 62 | $0 | $0 | - |
| Sundance Institute 401K Profit Sharing Plan | - | 62 | - | - | - |
| Sundance Institute | - | 11 | - | - | - |
| 1999 | 1 | 69 | $905,552 | $278,477 | $4,036iApproximate average salary by contribution assumption: employee only about $100,897 at 4% or $67,265 at 6%; with 50% employer match about $67,265 at 4% or $44,843 at 6%; with 100% employer match about $50,449 at 4% or $33,632 at 6%. |
| Sundance Institute 401K Profit Sharing Plan | - | 69 | $905,552 | $278,477 | $4,036iApproximate average salary by contribution assumption: employee only about $100,897 at 4% or $67,265 at 6%; with 50% employer match about $67,265 at 4% or $44,843 at 6%; with 100% employer match about $50,449 at 4% or $33,632 at 6%. |