Sullivan and Associates Inc.
Plan context: Sullivan and Associates 401(K) Plan
EIN 91-1577688 • Gig Harbor, WA • 10 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,940,374
2018 Contributions
$11,700
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 0 | $0 | $11,700 | - |
| Sullivan and Associates Defined Benefit Plan | - | 0 | $0 | - | - |
| Sullivan and Associates 401(K) Plan | - | 0 | $0 | $11,700 | - |
| 2017 | 2 | 2 | $1,940,374 | $668,403 | $334,202iApproximate average salary by contribution assumption: employee only about $8,355,038 at 4% or $5,570,025 at 6%; with 50% employer match about $5,570,025 at 4% or $3,713,350 at 6%; with 100% employer match about $4,177,519 at 4% or $2,785,013 at 6%. |
| Sullivan and Associates Defined Benefit Plan | - | 2 | $1,593,013 | $644,403 | $322,202iApproximate average salary by contribution assumption: employee only about $8,055,038 at 4% or $5,370,025 at 6%; with 50% employer match about $5,370,025 at 4% or $3,580,017 at 6%; with 100% employer match about $4,027,519 at 4% or $2,685,013 at 6%. |
| Sullivan and Associates 401(K) Plan | - | 2 | $347,361 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2016 | 2 | 2 | $1,114,687 | $486,378 | $243,189iApproximate average salary by contribution assumption: employee only about $6,079,725 at 4% or $4,053,150 at 6%; with 50% employer match about $4,053,150 at 4% or $2,702,100 at 6%; with 100% employer match about $3,039,863 at 4% or $2,026,575 at 6%. |
| Sullivan and Associates Defined Benefit Plan | - | 2 | $842,378 | $435,103 | $217,552iApproximate average salary by contribution assumption: employee only about $5,438,788 at 4% or $3,625,858 at 6%; with 50% employer match about $3,625,858 at 4% or $2,417,239 at 6%; with 100% employer match about $2,719,394 at 4% or $1,812,929 at 6%. |
| Sullivan and Associates 401(K) Plan | - | 2 | $272,309 | $51,275 | $25,638iApproximate average salary by contribution assumption: employee only about $640,938 at 4% or $427,292 at 6%; with 50% employer match about $427,292 at 4% or $284,861 at 6%; with 100% employer match about $320,469 at 4% or $213,646 at 6%. |
| 2015 | 2 | 2 | $605,708 | $172,943 | $86,472iApproximate average salary by contribution assumption: employee only about $2,161,788 at 4% or $1,441,192 at 6%; with 50% employer match about $1,441,192 at 4% or $960,794 at 6%; with 100% employer match about $1,080,894 at 4% or $720,596 at 6%. |
| Sullivan and Associates Defined Benefit Plan | - | 2 | $394,891 | $113,943 | $56,972iApproximate average salary by contribution assumption: employee only about $1,424,288 at 4% or $949,525 at 6%; with 50% employer match about $949,525 at 4% or $633,017 at 6%; with 100% employer match about $712,144 at 4% or $474,763 at 6%. |
| Sullivan and Associates 401(K) Plan | - | 2 | $210,817 | $59,000 | $29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%. |
| 2014 | 2 | 2 | $430,356 | $271,359 | $135,680iApproximate average salary by contribution assumption: employee only about $3,391,988 at 4% or $2,261,325 at 6%; with 50% employer match about $2,261,325 at 4% or $1,507,550 at 6%; with 100% employer match about $1,695,994 at 4% or $1,130,663 at 6%. |
| Sullivan and Associates Defined Benefit Plan | - | 2 | $280,632 | $161,859 | $80,930iApproximate average salary by contribution assumption: employee only about $2,023,238 at 4% or $1,348,825 at 6%; with 50% employer match about $1,348,825 at 4% or $899,217 at 6%; with 100% employer match about $1,011,619 at 4% or $674,413 at 6%. |
| Sullivan and Associates 401(K) Plan | - | 2 | $149,724 | $109,500 | $54,750iApproximate average salary by contribution assumption: employee only about $1,368,750 at 4% or $912,500 at 6%; with 50% employer match about $912,500 at 4% or $608,333 at 6%; with 100% employer match about $684,375 at 4% or $456,250 at 6%. |