Civic Intelligence

Sue Adler Team

Plan context: Sue Adler Team Retirement Plan

EIN 90-1010907 • New London, NH • 24 filings • 2 plans

92 Murray Pond RoadP.O. Box 2697New London, NH 03257
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,148,743

2024 Contributions

$210,004

Historical Graphs

Total Assets Over Time

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

$3,955,199$1,977,600$0201320192024YearValue
$2,148,743Latest year 2024

Participants Over Time

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

22110201320192024YearValue
22Latest year 2024

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
2024222$2,148,743$210,004$9,546iApproximate average salary by contribution assumption: employee only about $238,641 at 4% or $159,094 at 6%; with 50% employer match about $159,094 at 4% or $106,063 at 6%; with 100% employer match about $119,320 at 4% or $79,547 at 6%.
Sue Adler Team Retirement Plan-22$2,148,743$210,004$9,546iApproximate average salary by contribution assumption: employee only about $238,641 at 4% or $159,094 at 6%; with 50% employer match about $159,094 at 4% or $106,063 at 6%; with 100% employer match about $119,320 at 4% or $79,547 at 6%.
Sue Adler Team Cash Balance Plan-0$0$0-
2023219$3,955,199$568,024$29,896iApproximate average salary by contribution assumption: employee only about $747,400 at 4% or $498,267 at 6%; with 50% employer match about $498,267 at 4% or $332,178 at 6%; with 100% employer match about $373,700 at 4% or $249,133 at 6%.
Sue Adler Team Cash Balance Plan-19$2,172,465$285,967$15,051iApproximate average salary by contribution assumption: employee only about $376,272 at 4% or $250,848 at 6%; with 50% employer match about $250,848 at 4% or $167,232 at 6%; with 100% employer match about $188,136 at 4% or $125,424 at 6%.
Sue Adler Team Retirement Plan-16$1,782,734$282,057$17,629iApproximate average salary by contribution assumption: employee only about $440,714 at 4% or $293,809 at 6%; with 50% employer match about $293,809 at 4% or $195,873 at 6%; with 100% employer match about $220,357 at 4% or $146,905 at 6%.
2022216$3,176,940$310,794$19,425iApproximate average salary by contribution assumption: employee only about $485,616 at 4% or $323,744 at 6%; with 50% employer match about $323,744 at 4% or $215,829 at 6%; with 100% employer match about $242,808 at 4% or $161,872 at 6%.
Sue Adler Team Cash Balance Plan-16$1,846,712$108,007$6,750iApproximate average salary by contribution assumption: employee only about $168,761 at 4% or $112,507 at 6%; with 50% employer match about $112,507 at 4% or $75,005 at 6%; with 100% employer match about $84,380 at 4% or $56,254 at 6%.
Sue Adler Team Retirement Plan-14$1,330,228$202,787$14,485iApproximate average salary by contribution assumption: employee only about $362,120 at 4% or $241,413 at 6%; with 50% employer match about $241,413 at 4% or $160,942 at 6%; with 100% employer match about $181,060 at 4% or $120,707 at 6%.
2021212$3,300,334$272,147$22,679iApproximate average salary by contribution assumption: employee only about $566,973 at 4% or $377,982 at 6%; with 50% employer match about $377,982 at 4% or $251,988 at 6%; with 100% employer match about $283,486 at 4% or $188,991 at 6%.
Sue Adler Team Cash Balance Plan-11$1,937,897$163,553$14,868iApproximate average salary by contribution assumption: employee only about $371,711 at 4% or $247,808 at 6%; with 50% employer match about $247,808 at 4% or $165,205 at 6%; with 100% employer match about $185,856 at 4% or $123,904 at 6%.
Sue Adler Team Retirement Plan-12$1,362,437$108,594$9,050iApproximate average salary by contribution assumption: employee only about $226,238 at 4% or $150,825 at 6%; with 50% employer match about $150,825 at 4% or $100,550 at 6%; with 100% employer match about $113,119 at 4% or $75,413 at 6%.
2020212$2,746,655$285,636$23,803iApproximate average salary by contribution assumption: employee only about $595,075 at 4% or $396,717 at 6%; with 50% employer match about $396,717 at 4% or $264,478 at 6%; with 100% employer match about $297,538 at 4% or $198,358 at 6%.
Sue Adler Team Cash Balance Plan-10$1,596,186$160,546$16,055iApproximate average salary by contribution assumption: employee only about $401,365 at 4% or $267,577 at 6%; with 50% employer match about $267,577 at 4% or $178,384 at 6%; with 100% employer match about $200,683 at 4% or $133,788 at 6%.
Sue Adler Team Retirement Plan-12$1,150,469$125,090$10,424iApproximate average salary by contribution assumption: employee only about $260,604 at 4% or $173,736 at 6%; with 50% employer match about $173,736 at 4% or $115,824 at 6%; with 100% employer match about $130,302 at 4% or $86,868 at 6%.
2019210$2,287,438$275,913$27,591iApproximate average salary by contribution assumption: employee only about $689,783 at 4% or $459,855 at 6%; with 50% employer match about $459,855 at 4% or $306,570 at 6%; with 100% employer match about $344,891 at 4% or $229,928 at 6%.
Sue Adler Team Cash Balance Plan-7$1,349,074$160,546$22,935iApproximate average salary by contribution assumption: employee only about $573,379 at 4% or $382,252 at 6%; with 50% employer match about $382,252 at 4% or $254,835 at 6%; with 100% employer match about $286,689 at 4% or $191,126 at 6%.
Sue Adler Team Retirement Plan-10$938,364$115,367$11,537iApproximate average salary by contribution assumption: employee only about $288,418 at 4% or $192,278 at 6%; with 50% employer match about $192,278 at 4% or $128,186 at 6%; with 100% employer match about $144,209 at 4% or $96,139 at 6%.
201829$1,736,171$271,229$30,137iApproximate average salary by contribution assumption: employee only about $753,414 at 4% or $502,276 at 6%; with 50% employer match about $502,276 at 4% or $334,851 at 6%; with 100% employer match about $376,707 at 4% or $251,138 at 6%.
Sue Adler Team Cash Balance Plan-8$1,035,463$159,810$19,976iApproximate average salary by contribution assumption: employee only about $499,406 at 4% or $332,938 at 6%; with 50% employer match about $332,938 at 4% or $221,958 at 6%; with 100% employer match about $249,703 at 4% or $166,469 at 6%.
Sue Adler Team Retirement Plan-9$700,708$111,419$12,380iApproximate average salary by contribution assumption: employee only about $309,497 at 4% or $206,331 at 6%; with 50% employer match about $206,331 at 4% or $137,554 at 6%; with 100% employer match about $154,749 at 4% or $103,166 at 6%.
201728$1,584,207$271,803$33,975iApproximate average salary by contribution assumption: employee only about $849,384 at 4% or $566,256 at 6%; with 50% employer match about $566,256 at 4% or $377,504 at 6%; with 100% employer match about $424,692 at 4% or $283,128 at 6%.
Sue Adler Team Cash Balance Plan-8$946,733$159,353$19,919iApproximate average salary by contribution assumption: employee only about $497,978 at 4% or $331,985 at 6%; with 50% employer match about $331,985 at 4% or $221,324 at 6%; with 100% employer match about $248,989 at 4% or $165,993 at 6%.
Sue Adler Team Retirement Plan-8$637,474$112,450$14,056iApproximate average salary by contribution assumption: employee only about $351,406 at 4% or $234,271 at 6%; with 50% employer match about $234,271 at 4% or $156,181 at 6%; with 100% employer match about $175,703 at 4% or $117,135 at 6%.
201628$1,214,044$284,086$35,511iApproximate average salary by contribution assumption: employee only about $887,769 at 4% or $591,846 at 6%; with 50% employer match about $591,846 at 4% or $394,564 at 6%; with 100% employer match about $443,884 at 4% or $295,923 at 6%.
Sue Adler Team Cash Balance Plan-7$717,217$161,557$23,080iApproximate average salary by contribution assumption: employee only about $576,989 at 4% or $384,660 at 6%; with 50% employer match about $384,660 at 4% or $256,440 at 6%; with 100% employer match about $288,495 at 4% or $192,330 at 6%.
Sue Adler Team Retirement Plan-8$496,827$122,529$15,316iApproximate average salary by contribution assumption: employee only about $382,903 at 4% or $255,269 at 6%; with 50% employer match about $255,269 at 4% or $170,179 at 6%; with 100% employer match about $191,452 at 4% or $127,634 at 6%.
201526$893,776$266,336$44,389iApproximate average salary by contribution assumption: employee only about $1,109,733 at 4% or $739,822 at 6%; with 50% employer match about $739,822 at 4% or $493,215 at 6%; with 100% employer match about $554,867 at 4% or $369,911 at 6%.
Sue Adler Team Cash Balance Plan-6$536,677$156,514$26,086iApproximate average salary by contribution assumption: employee only about $652,142 at 4% or $434,761 at 6%; with 50% employer match about $434,761 at 4% or $289,841 at 6%; with 100% employer match about $326,071 at 4% or $217,381 at 6%.
Sue Adler Team Retirement Plan-5$357,099$109,822$21,964iApproximate average salary by contribution assumption: employee only about $549,110 at 4% or $366,073 at 6%; with 50% employer match about $366,073 at 4% or $244,049 at 6%; with 100% employer match about $274,555 at 4% or $183,037 at 6%.
201426$641,074$332,478$55,413iApproximate average salary by contribution assumption: employee only about $1,385,325 at 4% or $923,550 at 6%; with 50% employer match about $923,550 at 4% or $615,700 at 6%; with 100% employer match about $692,663 at 4% or $461,775 at 6%.
Sue Adler Team Cash Balance Plan-6$379,676$229,228$38,205iApproximate average salary by contribution assumption: employee only about $955,117 at 4% or $636,744 at 6%; with 50% employer match about $636,744 at 4% or $424,496 at 6%; with 100% employer match about $477,558 at 4% or $318,372 at 6%.
Sue Adler Team Retirement Plan-6$261,398$103,250$17,208iApproximate average salary by contribution assumption: employee only about $430,208 at 4% or $286,806 at 6%; with 50% employer match about $286,806 at 4% or $191,204 at 6%; with 100% employer match about $215,104 at 4% or $143,403 at 6%.
201325$302,815$244,830$48,966iApproximate average salary by contribution assumption: employee only about $1,224,150 at 4% or $816,100 at 6%; with 50% employer match about $816,100 at 4% or $544,067 at 6%; with 100% employer match about $612,075 at 4% or $408,050 at 6%.
Sue Adler Team Retirement Plan-5$153,787$95,802$19,160iApproximate average salary by contribution assumption: employee only about $479,010 at 4% or $319,340 at 6%; with 50% employer match about $319,340 at 4% or $212,893 at 6%; with 100% employer match about $239,505 at 4% or $159,670 at 6%.
Sue Adler Team Cash Balance Plan-5$149,028$149,028$29,806iApproximate average salary by contribution assumption: employee only about $745,140 at 4% or $496,760 at 6%; with 50% employer match about $496,760 at 4% or $331,173 at 6%; with 100% employer match about $372,570 at 4% or $248,380 at 6%.