Sundberg, Martinelli, Novy & Ward
Plan context: Sundberg, Martinelli, Novy & Ward 401(K) Plan
EIN 94-2313023 • San Mateo, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
5
2017 Assets
$1,184,878
2017 Contributions
$114,097
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $114,097 | - |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 0 | $0 | $114,097 | - |
| 2016 | 1 | 5 | $1,184,878 | $104,895 | $20,979iApproximate average salary by contribution assumption: employee only about $524,475 at 4% or $349,650 at 6%; with 50% employer match about $349,650 at 4% or $233,100 at 6%; with 100% employer match about $262,238 at 4% or $174,825 at 6%. |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 5 | $1,184,878 | $104,895 | $20,979iApproximate average salary by contribution assumption: employee only about $524,475 at 4% or $349,650 at 6%; with 50% employer match about $349,650 at 4% or $233,100 at 6%; with 100% employer match about $262,238 at 4% or $174,825 at 6%. |
| 2015 | 1 | 5 | $1,024,222 | $98,920 | $19,784iApproximate average salary by contribution assumption: employee only about $494,600 at 4% or $329,733 at 6%; with 50% employer match about $329,733 at 4% or $219,822 at 6%; with 100% employer match about $247,300 at 4% or $164,867 at 6%. |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 5 | $1,024,222 | $98,920 | $19,784iApproximate average salary by contribution assumption: employee only about $494,600 at 4% or $329,733 at 6%; with 50% employer match about $329,733 at 4% or $219,822 at 6%; with 100% employer match about $247,300 at 4% or $164,867 at 6%. |
| 2014 | 1 | 5 | $918,727 | $109,539 | $21,908iApproximate average salary by contribution assumption: employee only about $547,695 at 4% or $365,130 at 6%; with 50% employer match about $365,130 at 4% or $243,420 at 6%; with 100% employer match about $273,848 at 4% or $182,565 at 6%. |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 5 | $918,727 | $109,539 | $21,908iApproximate average salary by contribution assumption: employee only about $547,695 at 4% or $365,130 at 6%; with 50% employer match about $365,130 at 4% or $243,420 at 6%; with 100% employer match about $273,848 at 4% or $182,565 at 6%. |
| 2013 | 1 | 4 | $731,468 | $101,443 | $25,361iApproximate average salary by contribution assumption: employee only about $634,019 at 4% or $422,679 at 6%; with 50% employer match about $422,679 at 4% or $281,786 at 6%; with 100% employer match about $317,009 at 4% or $211,340 at 6%. |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 4 | $731,468 | $101,443 | $25,361iApproximate average salary by contribution assumption: employee only about $634,019 at 4% or $422,679 at 6%; with 50% employer match about $422,679 at 4% or $281,786 at 6%; with 100% employer match about $317,009 at 4% or $211,340 at 6%. |
| 2012 | 1 | 4 | $525,939 | $147,165 | $36,791iApproximate average salary by contribution assumption: employee only about $919,781 at 4% or $613,188 at 6%; with 50% employer match about $613,188 at 4% or $408,792 at 6%; with 100% employer match about $459,891 at 4% or $306,594 at 6%. |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 4 | $525,939 | $147,165 | $36,791iApproximate average salary by contribution assumption: employee only about $919,781 at 4% or $613,188 at 6%; with 50% employer match about $613,188 at 4% or $408,792 at 6%; with 100% employer match about $459,891 at 4% or $306,594 at 6%. |
| 2011 | 1 | 3 | $332,527 | $348,960 | $116,320iApproximate average salary by contribution assumption: employee only about $2,908,000 at 4% or $1,938,667 at 6%; with 50% employer match about $1,938,667 at 4% or $1,292,444 at 6%; with 100% employer match about $1,454,000 at 4% or $969,333 at 6%. |
| Sundberg, Martinelli, Novy & Ward 401(K) Plan | - | 3 | $332,527 | $348,960 | $116,320iApproximate average salary by contribution assumption: employee only about $2,908,000 at 4% or $1,938,667 at 6%; with 50% employer match about $1,938,667 at 4% or $1,292,444 at 6%; with 100% employer match about $1,454,000 at 4% or $969,333 at 6%. |