Sullivan Wealth Group LLC
Plan context: Sullivan Wealth Group LLC 401(K) Profit Sharing Plan & Trust
EIN 88-1925585 • Columbia, SC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$127,459
2025 Contributions
$30,657
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 | 1 | 1 | $127,459 | $30,657 | $30,657iApproximate average salary by contribution assumption: employee only about $766,425 at 4% or $510,950 at 6%; with 50% employer match about $510,950 at 4% or $340,633 at 6%; with 100% employer match about $383,213 at 4% or $255,475 at 6%. |
| Sullivan Wealth Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $127,459 | $30,657 | $30,657iApproximate average salary by contribution assumption: employee only about $766,425 at 4% or $510,950 at 6%; with 50% employer match about $510,950 at 4% or $340,633 at 6%; with 100% employer match about $383,213 at 4% or $255,475 at 6%. |
| 2024 | 1 | 1 | $80,426 | $30,400 | $30,400iApproximate average salary by contribution assumption: employee only about $760,000 at 4% or $506,667 at 6%; with 50% employer match about $506,667 at 4% or $337,778 at 6%; with 100% employer match about $380,000 at 4% or $253,333 at 6%. |
| Sullivan Wealth Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $80,426 | $30,400 | $30,400iApproximate average salary by contribution assumption: employee only about $760,000 at 4% or $506,667 at 6%; with 50% employer match about $506,667 at 4% or $337,778 at 6%; with 100% employer match about $380,000 at 4% or $253,333 at 6%. |
| 2023 | 1 | 1 | $39,564 | $32,552 | $32,552iApproximate average salary by contribution assumption: employee only about $813,800 at 4% or $542,533 at 6%; with 50% employer match about $542,533 at 4% or $361,689 at 6%; with 100% employer match about $406,900 at 4% or $271,267 at 6%. |
| Sullivan Wealth Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $39,564 | $32,552 | $32,552iApproximate average salary by contribution assumption: employee only about $813,800 at 4% or $542,533 at 6%; with 50% employer match about $542,533 at 4% or $361,689 at 6%; with 100% employer match about $406,900 at 4% or $271,267 at 6%. |
| 2022 | 1 | 1 | $2,291 | $2,244 | $2,244iApproximate average salary by contribution assumption: employee only about $56,100 at 4% or $37,400 at 6%; with 50% employer match about $37,400 at 4% or $24,933 at 6%; with 100% employer match about $28,050 at 4% or $18,700 at 6%. |
| Sullivan Wealth Group LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $2,291 | $2,244 | $2,244iApproximate average salary by contribution assumption: employee only about $56,100 at 4% or $37,400 at 6%; with 50% employer match about $37,400 at 4% or $24,933 at 6%; with 100% employer match about $28,050 at 4% or $18,700 at 6%. |