Sunbelt Financial Services
Plan context: Sunbelt Financial Services 401K Profit Sharing Plan
EIN 93-0990769 • 10 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
12
2009 Assets
$271,811
2009 Contributions
$33,147
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | - | - | - | - |
| 2008 | 1 | 12 | $271,811 | $33,147 | $2,762iApproximate average salary by contribution assumption: employee only about $69,056 at 4% or $46,038 at 6%; with 50% employer match about $46,038 at 4% or $30,692 at 6%; with 100% employer match about $34,528 at 4% or $23,019 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 12 | $271,811 | $33,147 | $2,762iApproximate average salary by contribution assumption: employee only about $69,056 at 4% or $46,038 at 6%; with 50% employer match about $46,038 at 4% or $30,692 at 6%; with 100% employer match about $34,528 at 4% or $23,019 at 6%. |
| 2006 | 1 | 13 | $357,462 | $51,156 | $3,935iApproximate average salary by contribution assumption: employee only about $98,377 at 4% or $65,585 at 6%; with 50% employer match about $65,585 at 4% or $43,723 at 6%; with 100% employer match about $49,188 at 4% or $32,792 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 13 | $357,462 | $51,156 | $3,935iApproximate average salary by contribution assumption: employee only about $98,377 at 4% or $65,585 at 6%; with 50% employer match about $65,585 at 4% or $43,723 at 6%; with 100% employer match about $49,188 at 4% or $32,792 at 6%. |
| 2005 | 1 | 12 | $270,478 | $52,712 | $4,393iApproximate average salary by contribution assumption: employee only about $109,817 at 4% or $73,211 at 6%; with 50% employer match about $73,211 at 4% or $48,807 at 6%; with 100% employer match about $54,908 at 4% or $36,606 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 12 | $270,478 | $52,712 | $4,393iApproximate average salary by contribution assumption: employee only about $109,817 at 4% or $73,211 at 6%; with 50% employer match about $73,211 at 4% or $48,807 at 6%; with 100% employer match about $54,908 at 4% or $36,606 at 6%. |
| 2004 | 1 | 13 | $206,135 | $46,214 | $3,555iApproximate average salary by contribution assumption: employee only about $88,873 at 4% or $59,249 at 6%; with 50% employer match about $59,249 at 4% or $39,499 at 6%; with 100% employer match about $44,437 at 4% or $29,624 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 13 | $206,135 | $46,214 | $3,555iApproximate average salary by contribution assumption: employee only about $88,873 at 4% or $59,249 at 6%; with 50% employer match about $59,249 at 4% or $39,499 at 6%; with 100% employer match about $44,437 at 4% or $29,624 at 6%. |
| 2003 | 1 | 18 | $155,591 | $44,205 | $2,456iApproximate average salary by contribution assumption: employee only about $61,396 at 4% or $40,931 at 6%; with 50% employer match about $40,931 at 4% or $27,287 at 6%; with 100% employer match about $30,698 at 4% or $20,465 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 18 | $155,591 | $44,205 | $2,456iApproximate average salary by contribution assumption: employee only about $61,396 at 4% or $40,931 at 6%; with 50% employer match about $40,931 at 4% or $27,287 at 6%; with 100% employer match about $30,698 at 4% or $20,465 at 6%. |
| 2002 | 1 | 17 | $117,858 | $28,624 | $1,684iApproximate average salary by contribution assumption: employee only about $42,094 at 4% or $28,063 at 6%; with 50% employer match about $28,063 at 4% or $18,708 at 6%; with 100% employer match about $21,047 at 4% or $14,031 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 17 | $117,858 | $28,624 | $1,684iApproximate average salary by contribution assumption: employee only about $42,094 at 4% or $28,063 at 6%; with 50% employer match about $28,063 at 4% or $18,708 at 6%; with 100% employer match about $21,047 at 4% or $14,031 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 18 | - | - | - |
| 2000 | 1 | 10 | $86,432 | $14,742 | $1,474iApproximate average salary by contribution assumption: employee only about $36,855 at 4% or $24,570 at 6%; with 50% employer match about $24,570 at 4% or $16,380 at 6%; with 100% employer match about $18,428 at 4% or $12,285 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 10 | $86,432 | $14,742 | $1,474iApproximate average salary by contribution assumption: employee only about $36,855 at 4% or $24,570 at 6%; with 50% employer match about $24,570 at 4% or $16,380 at 6%; with 100% employer match about $18,428 at 4% or $12,285 at 6%. |
| 1999 | 1 | 11 | $89,607 | $9,820 | $893iApproximate average salary by contribution assumption: employee only about $22,318 at 4% or $14,879 at 6%; with 50% employer match about $14,879 at 4% or $9,919 at 6%; with 100% employer match about $11,159 at 4% or $7,439 at 6%. |
| Sunbelt Financial Services 401K Profit Sharing Plan | - | 11 | $89,607 | $9,820 | $893iApproximate average salary by contribution assumption: employee only about $22,318 at 4% or $14,879 at 6%; with 50% employer match about $14,879 at 4% or $9,919 at 6%; with 100% employer match about $11,159 at 4% or $7,439 at 6%. |