Sugarman & Co.
Plan context: Sugarman & Company 401K Profit Sharing Plan
EIN 94-2900222 • San Francisco, CA • 41 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$171,680
2023 Contributions
$26,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Sugarman & Company 401K Profit Sharing Plan | - | 0 | $0 | - | - |
| 2022 | 1 | 2 | $171,680 | $0 | - |
| Sugarman & Company 401K Profit Sharing Plan | - | 2 | $171,680 | - | - |
| 2021 | 1 | 2 | $194,706 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 2 | $194,706 | $26,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2020 | 1 | 3 | $1,089,730 | $39,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $1,089,730 | $39,000 | $13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%. |
| 2019 | 1 | 3 | $1,133,658 | $48,500 | $16,167iApproximate average salary by contribution assumption: employee only about $404,167 at 4% or $269,444 at 6%; with 50% employer match about $269,444 at 4% or $179,630 at 6%; with 100% employer match about $202,083 at 4% or $134,722 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $1,133,658 | $48,500 | $16,167iApproximate average salary by contribution assumption: employee only about $404,167 at 4% or $269,444 at 6%; with 50% employer match about $269,444 at 4% or $179,630 at 6%; with 100% employer match about $202,083 at 4% or $134,722 at 6%. |
| 2018 | 1 | 3 | $920,939 | $29,005 | $9,668iApproximate average salary by contribution assumption: employee only about $241,708 at 4% or $161,139 at 6%; with 50% employer match about $161,139 at 4% or $107,426 at 6%; with 100% employer match about $120,854 at 4% or $80,569 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $920,939 | $29,005 | $9,668iApproximate average salary by contribution assumption: employee only about $241,708 at 4% or $161,139 at 6%; with 50% employer match about $161,139 at 4% or $107,426 at 6%; with 100% employer match about $120,854 at 4% or $80,569 at 6%. |
| 2017 | 2 | 3 | $951,786 | $573,748 | $191,249iApproximate average salary by contribution assumption: employee only about $4,781,233 at 4% or $3,187,489 at 6%; with 50% employer match about $3,187,489 at 4% or $2,124,993 at 6%; with 100% employer match about $2,390,617 at 4% or $1,593,744 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $951,786 | $550,827 | $183,609iApproximate average salary by contribution assumption: employee only about $4,590,225 at 4% or $3,060,150 at 6%; with 50% employer match about $3,060,150 at 4% or $2,040,100 at 6%; with 100% employer match about $2,295,113 at 4% or $1,530,075 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 0 | $0 | $22,921 | - |
| 2016 | 2 | 4 | $1,056,342 | $80,575 | $20,144iApproximate average salary by contribution assumption: employee only about $503,594 at 4% or $335,729 at 6%; with 50% employer match about $335,729 at 4% or $223,819 at 6%; with 100% employer match about $251,797 at 4% or $167,865 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $571,892 | $29,125 | $7,281iApproximate average salary by contribution assumption: employee only about $182,031 at 4% or $121,354 at 6%; with 50% employer match about $121,354 at 4% or $80,903 at 6%; with 100% employer match about $91,016 at 4% or $60,677 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $484,450 | $51,450 | $17,150iApproximate average salary by contribution assumption: employee only about $428,750 at 4% or $285,833 at 6%; with 50% employer match about $285,833 at 4% or $190,556 at 6%; with 100% employer match about $214,375 at 4% or $142,917 at 6%. |
| 2015 | 2 | 4 | $922,684 | $75,524 | $18,881iApproximate average salary by contribution assumption: employee only about $472,025 at 4% or $314,683 at 6%; with 50% employer match about $314,683 at 4% or $209,789 at 6%; with 100% employer match about $236,013 at 4% or $157,342 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $536,200 | $13,933 | $3,483iApproximate average salary by contribution assumption: employee only about $87,081 at 4% or $58,054 at 6%; with 50% employer match about $58,054 at 4% or $38,703 at 6%; with 100% employer match about $43,541 at 4% or $29,027 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $386,484 | $61,591 | $20,530iApproximate average salary by contribution assumption: employee only about $513,258 at 4% or $342,172 at 6%; with 50% employer match about $342,172 at 4% or $228,115 at 6%; with 100% employer match about $256,629 at 4% or $171,086 at 6%. |
| 2014 | 2 | 4 | $959,807 | $168,600 | $42,150iApproximate average salary by contribution assumption: employee only about $1,053,750 at 4% or $702,500 at 6%; with 50% employer match about $702,500 at 4% or $468,333 at 6%; with 100% employer match about $526,875 at 4% or $351,250 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $622,241 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $337,566 | $48,600 | $16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%. |
| 2013 | 2 | 4 | $1,028,862 | $41,100 | $10,275iApproximate average salary by contribution assumption: employee only about $256,875 at 4% or $171,250 at 6%; with 50% employer match about $171,250 at 4% or $114,167 at 6%; with 100% employer match about $128,438 at 4% or $85,625 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $653,939 | $0 | - |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $374,923 | $41,100 | $13,700iApproximate average salary by contribution assumption: employee only about $342,500 at 4% or $228,333 at 6%; with 50% employer match about $228,333 at 4% or $152,222 at 6%; with 100% employer match about $171,250 at 4% or $114,167 at 6%. |
| 2012 | 2 | 4 | $1,619,621 | $321,250 | $80,313iApproximate average salary by contribution assumption: employee only about $2,007,813 at 4% or $1,338,542 at 6%; with 50% employer match about $1,338,542 at 4% or $892,361 at 6%; with 100% employer match about $1,003,906 at 4% or $669,271 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $1,331,513 | $140,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 4 | $288,108 | $181,250 | $45,313iApproximate average salary by contribution assumption: employee only about $1,132,813 at 4% or $755,208 at 6%; with 50% employer match about $755,208 at 4% or $503,472 at 6%; with 100% employer match about $566,406 at 4% or $377,604 at 6%. |
| 2011 | 2 | 4 | $1,512,982 | $155,070 | $38,768iApproximate average salary by contribution assumption: employee only about $969,188 at 4% or $646,125 at 6%; with 50% employer match about $646,125 at 4% or $430,750 at 6%; with 100% employer match about $484,594 at 4% or $323,063 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $1,296,688 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $216,294 | $35,070 | $11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%. |
| 2010 | 2 | 4 | $2,132,877 | $152,800 | $38,200iApproximate average salary by contribution assumption: employee only about $955,000 at 4% or $636,667 at 6%; with 50% employer match about $636,667 at 4% or $424,444 at 6%; with 100% employer match about $477,500 at 4% or $318,333 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $1,378,598 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $754,279 | $32,800 | $10,933iApproximate average salary by contribution assumption: employee only about $273,333 at 4% or $182,222 at 6%; with 50% employer match about $182,222 at 4% or $121,481 at 6%; with 100% employer match about $136,667 at 4% or $91,111 at 6%. |
| 2009 | 2 | 4 | $2,110,279 | $153,250 | $38,313iApproximate average salary by contribution assumption: employee only about $957,813 at 4% or $638,542 at 6%; with 50% employer match about $638,542 at 4% or $425,694 at 6%; with 100% employer match about $478,906 at 4% or $319,271 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | $1,176,488 | $120,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 4 | $933,791 | $33,250 | $8,313iApproximate average salary by contribution assumption: employee only about $207,813 at 4% or $138,542 at 6%; with 50% employer match about $138,542 at 4% or $92,361 at 6%; with 100% employer match about $103,906 at 4% or $69,271 at 6%. |
| 2008 | 2 | 4 | $724,970 | $32,805 | $8,201iApproximate average salary by contribution assumption: employee only about $205,031 at 4% or $136,688 at 6%; with 50% employer match about $136,688 at 4% or $91,125 at 6%; with 100% employer match about $102,516 at 4% or $68,344 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 4 | $724,970 | $32,805 | $8,201iApproximate average salary by contribution assumption: employee only about $205,031 at 4% or $136,688 at 6%; with 50% employer match about $136,688 at 4% or $91,125 at 6%; with 100% employer match about $102,516 at 4% or $68,344 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 3 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Sugarman & Company 401K Profit Sharing Plan | - | 4 | - | - | - |
| Sugarman & Company LLP Cash Balance Plan | - | 2 | - | - | - |
| 2006 | 2 | 3 | $1,866,726 | $189,555 | $63,185iApproximate average salary by contribution assumption: employee only about $1,579,625 at 4% or $1,053,083 at 6%; with 50% employer match about $1,053,083 at 4% or $702,056 at 6%; with 100% employer match about $789,813 at 4% or $526,542 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 3 | $1,002,235 | $161,930 | $53,977iApproximate average salary by contribution assumption: employee only about $1,349,417 at 4% or $899,611 at 6%; with 50% employer match about $899,611 at 4% or $599,741 at 6%; with 100% employer match about $674,708 at 4% or $449,806 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $864,491 | $27,625 | $9,208iApproximate average salary by contribution assumption: employee only about $230,208 at 4% or $153,472 at 6%; with 50% employer match about $153,472 at 4% or $102,315 at 6%; with 100% employer match about $115,104 at 4% or $76,736 at 6%. |
| 2005 | 2 | 3 | $1,538,469 | $168,771 | $56,257iApproximate average salary by contribution assumption: employee only about $1,406,425 at 4% or $937,617 at 6%; with 50% employer match about $937,617 at 4% or $625,078 at 6%; with 100% employer match about $703,213 at 4% or $468,808 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 3 | $800,099 | $137,746 | $45,915iApproximate average salary by contribution assumption: employee only about $1,147,883 at 4% or $765,256 at 6%; with 50% employer match about $765,256 at 4% or $510,170 at 6%; with 100% employer match about $573,942 at 4% or $382,628 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $738,370 | $31,025 | $10,342iApproximate average salary by contribution assumption: employee only about $258,542 at 4% or $172,361 at 6%; with 50% employer match about $172,361 at 4% or $114,907 at 6%; with 100% employer match about $129,271 at 4% or $86,181 at 6%. |
| 2004 | 2 | 5 | $1,298,952 | $195,069 | $39,014iApproximate average salary by contribution assumption: employee only about $975,345 at 4% or $650,230 at 6%; with 50% employer match about $650,230 at 4% or $433,487 at 6%; with 100% employer match about $487,673 at 4% or $325,115 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 5 | $673,297 | $26,238 | $5,248iApproximate average salary by contribution assumption: employee only about $131,190 at 4% or $87,460 at 6%; with 50% employer match about $87,460 at 4% or $58,307 at 6%; with 100% employer match about $65,595 at 4% or $43,730 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 5 | $625,655 | $168,831 | $33,766iApproximate average salary by contribution assumption: employee only about $844,155 at 4% or $562,770 at 6%; with 50% employer match about $562,770 at 4% or $375,180 at 6%; with 100% employer match about $422,077 at 4% or $281,385 at 6%. |
| 2003 | 2 | 3 | $980,169 | $16,350 | $5,450iApproximate average salary by contribution assumption: employee only about $136,250 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,556 at 6%; with 100% employer match about $68,125 at 4% or $45,417 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $584,620 | $16,350 | $5,450iApproximate average salary by contribution assumption: employee only about $136,250 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,556 at 6%; with 100% employer match about $68,125 at 4% or $45,417 at 6%. |
| Sugarman & Company LLP Cash Balance Plan | - | 3 | $395,549 | - | - |
| 2002 | 1 | 3 | $340,465 | $160,229 | $53,410iApproximate average salary by contribution assumption: employee only about $1,335,242 at 4% or $890,161 at 6%; with 50% employer match about $890,161 at 4% or $593,441 at 6%; with 100% employer match about $667,621 at 4% or $445,081 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 3 | $340,465 | $160,229 | $53,410iApproximate average salary by contribution assumption: employee only about $1,335,242 at 4% or $890,161 at 6%; with 50% employer match about $890,161 at 4% or $593,441 at 6%; with 100% employer match about $667,621 at 4% or $445,081 at 6%. |
| 2001 | 2 | 5 | $0 | $0 | - |
| Sugarman & Company 401K Profit Sharing Plan | - | 5 | - | - | - |
| Sugarman & Company LLP Cash Balance Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $814,722 | $70,033 | $17,508iApproximate average salary by contribution assumption: employee only about $437,706 at 4% or $291,804 at 6%; with 50% employer match about $291,804 at 4% or $194,536 at 6%; with 100% employer match about $218,853 at 4% or $145,902 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 4 | $814,722 | $70,033 | $17,508iApproximate average salary by contribution assumption: employee only about $437,706 at 4% or $291,804 at 6%; with 50% employer match about $291,804 at 4% or $194,536 at 6%; with 100% employer match about $218,853 at 4% or $145,902 at 6%. |
| 1999 | 1 | 4 | $1,095,236 | $67,315 | $16,829iApproximate average salary by contribution assumption: employee only about $420,719 at 4% or $280,479 at 6%; with 50% employer match about $280,479 at 4% or $186,986 at 6%; with 100% employer match about $210,359 at 4% or $140,240 at 6%. |
| Sugarman & Company 401K Profit Sharing Plan | - | 4 | $1,095,236 | $67,315 | $16,829iApproximate average salary by contribution assumption: employee only about $420,719 at 4% or $280,479 at 6%; with 50% employer match about $280,479 at 4% or $186,986 at 6%; with 100% employer match about $210,359 at 4% or $140,240 at 6%. |