Milton Sokol & Co. Inc.
Plan context: Milton Sokol 401(K) Plan
EIN 13-2877584 • Kew Gardens, NY • 36 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$6,167,165
2024 Contributions
$554,474
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 16 | $6,167,165 | $554,474 | $34,655iApproximate average salary by contribution assumption: employee only about $866,366 at 4% or $577,577 at 6%; with 50% employer match about $577,577 at 4% or $385,051 at 6%; with 100% employer match about $433,183 at 4% or $288,789 at 6%. |
| Milton Sokol 401(K) Plan | - | 16 | $3,499,784 | $304,474 | $19,030iApproximate average salary by contribution assumption: employee only about $475,741 at 4% or $317,160 at 6%; with 50% employer match about $317,160 at 4% or $211,440 at 6%; with 100% employer match about $237,870 at 4% or $158,580 at 6%. |
| Milton Sokol Cash Balance Plan | - | 12 | $2,667,381 | $250,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| 2023 | 2 | 16 | $4,976,928 | $574,529 | $35,908iApproximate average salary by contribution assumption: employee only about $897,702 at 4% or $598,468 at 6%; with 50% employer match about $598,468 at 4% or $398,978 at 6%; with 100% employer match about $448,851 at 4% or $299,234 at 6%. |
| Milton Sokol 401(K) Plan | - | 16 | $2,907,363 | $274,529 | $17,158iApproximate average salary by contribution assumption: employee only about $428,952 at 4% or $285,968 at 6%; with 50% employer match about $285,968 at 4% or $190,645 at 6%; with 100% employer match about $214,476 at 4% or $142,984 at 6%. |
| Milton Sokol Cash Balance Plan | - | 12 | $2,069,565 | $300,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2022 | 2 | 16 | $3,814,198 | $509,291 | $31,831iApproximate average salary by contribution assumption: employee only about $795,767 at 4% or $530,511 at 6%; with 50% employer match about $530,511 at 4% or $353,674 at 6%; with 100% employer match about $397,884 at 4% or $265,256 at 6%. |
| Milton Sokol 401(K) Plan | - | 16 | $2,288,221 | $259,291 | $16,206iApproximate average salary by contribution assumption: employee only about $405,142 at 4% or $270,095 at 6%; with 50% employer match about $270,095 at 4% or $180,063 at 6%; with 100% employer match about $202,571 at 4% or $135,047 at 6%. |
| Milton Sokol Cash Balance Plan | - | 13 | $1,525,977 | $250,000 | $19,231iApproximate average salary by contribution assumption: employee only about $480,769 at 4% or $320,513 at 6%; with 50% employer match about $320,513 at 4% or $213,675 at 6%; with 100% employer match about $240,385 at 4% or $160,256 at 6%. |
| 2021 | 2 | 14 | $3,855,156 | $410,923 | $29,352iApproximate average salary by contribution assumption: employee only about $733,791 at 4% or $489,194 at 6%; with 50% employer match about $489,194 at 4% or $326,129 at 6%; with 100% employer match about $366,896 at 4% or $244,597 at 6%. |
| Milton Sokol 401(K) Plan | - | 14 | $2,362,914 | $253,125 | $18,080iApproximate average salary by contribution assumption: employee only about $452,009 at 4% or $301,339 at 6%; with 50% employer match about $301,339 at 4% or $200,893 at 6%; with 100% employer match about $226,004 at 4% or $150,670 at 6%. |
| Milton Sokol Cash Balance Plan | - | 11 | $1,492,242 | $157,798 | $14,345iApproximate average salary by contribution assumption: employee only about $358,632 at 4% or $239,088 at 6%; with 50% employer match about $239,088 at 4% or $159,392 at 6%; with 100% employer match about $179,316 at 4% or $119,544 at 6%. |
| 2020 | 2 | 16 | $2,880,438 | $398,136 | $24,884iApproximate average salary by contribution assumption: employee only about $622,088 at 4% or $414,725 at 6%; with 50% employer match about $414,725 at 4% or $276,483 at 6%; with 100% employer match about $311,044 at 4% or $207,363 at 6%. |
| Milton Sokol 401(K) Plan | - | 16 | $1,823,095 | $233,272 | $14,580iApproximate average salary by contribution assumption: employee only about $364,488 at 4% or $242,992 at 6%; with 50% employer match about $242,992 at 4% or $161,994 at 6%; with 100% employer match about $182,244 at 4% or $121,496 at 6%. |
| Milton Sokol Cash Balance Plan | - | 14 | $1,057,343 | $164,864 | $11,776iApproximate average salary by contribution assumption: employee only about $294,400 at 4% or $196,267 at 6%; with 50% employer match about $196,267 at 4% or $130,844 at 6%; with 100% employer match about $147,200 at 4% or $98,133 at 6%. |
| 2019 | 2 | 16 | $2,163,710 | $393,954 | $24,622iApproximate average salary by contribution assumption: employee only about $615,553 at 4% or $410,369 at 6%; with 50% employer match about $410,369 at 4% or $273,579 at 6%; with 100% employer match about $307,777 at 4% or $205,184 at 6%. |
| Milton Sokol 401(K) Plan | - | 16 | $1,400,478 | $233,818 | $14,614iApproximate average salary by contribution assumption: employee only about $365,341 at 4% or $243,560 at 6%; with 50% employer match about $243,560 at 4% or $162,374 at 6%; with 100% employer match about $182,670 at 4% or $121,780 at 6%. |
| Milton Sokol Cash Balance Plan | - | 16 | $763,232 | $160,136 | $10,009iApproximate average salary by contribution assumption: employee only about $250,213 at 4% or $166,808 at 6%; with 50% employer match about $166,808 at 4% or $111,206 at 6%; with 100% employer match about $125,106 at 4% or $83,404 at 6%. |
| 2018 | 2 | 13 | $1,454,530 | $342,323 | $26,333iApproximate average salary by contribution assumption: employee only about $658,313 at 4% or $438,876 at 6%; with 50% employer match about $438,876 at 4% or $292,584 at 6%; with 100% employer match about $329,157 at 4% or $219,438 at 6%. |
| Milton Sokol 401(K) Plan | - | 13 | $965,128 | $180,803 | $13,908iApproximate average salary by contribution assumption: employee only about $347,698 at 4% or $231,799 at 6%; with 50% employer match about $231,799 at 4% or $154,532 at 6%; with 100% employer match about $173,849 at 4% or $115,899 at 6%. |
| Milton Sokol Cash Balance Plan | - | 12 | $489,402 | $161,520 | $13,460iApproximate average salary by contribution assumption: employee only about $336,500 at 4% or $224,333 at 6%; with 50% employer match about $224,333 at 4% or $149,556 at 6%; with 100% employer match about $168,250 at 4% or $112,167 at 6%. |
| 2017 | 2 | 13 | $1,194,596 | $344,478 | $26,498iApproximate average salary by contribution assumption: employee only about $662,458 at 4% or $441,638 at 6%; with 50% employer match about $441,638 at 4% or $294,426 at 6%; with 100% employer match about $331,229 at 4% or $220,819 at 6%. |
| Milton Sokol 401(K) Plan | - | 13 | $862,146 | $184,358 | $14,181iApproximate average salary by contribution assumption: employee only about $354,535 at 4% or $236,356 at 6%; with 50% employer match about $236,356 at 4% or $157,571 at 6%; with 100% employer match about $177,267 at 4% or $118,178 at 6%. |
| Milton Sokol Cash Balance Plan | - | 10 | $332,450 | $160,120 | $16,012iApproximate average salary by contribution assumption: employee only about $400,300 at 4% or $266,867 at 6%; with 50% employer match about $266,867 at 4% or $177,911 at 6%; with 100% employer match about $200,150 at 4% or $133,433 at 6%. |
| 2016 | 2 | 13 | $838,383 | $457,774 | $35,213iApproximate average salary by contribution assumption: employee only about $880,335 at 4% or $586,890 at 6%; with 50% employer match about $586,890 at 4% or $391,260 at 6%; with 100% employer match about $440,167 at 4% or $293,445 at 6%. |
| Milton Sokol 401(K) Plan | - | 13 | $677,610 | $297,001 | $22,846iApproximate average salary by contribution assumption: employee only about $571,156 at 4% or $380,771 at 6%; with 50% employer match about $380,771 at 4% or $253,847 at 6%; with 100% employer match about $285,578 at 4% or $190,385 at 6%. |
| Milton Sokol Cash Balance Plan | - | 11 | $160,773 | $160,773 | $14,616iApproximate average salary by contribution assumption: employee only about $365,393 at 4% or $243,595 at 6%; with 50% employer match about $243,595 at 4% or $162,397 at 6%; with 100% employer match about $182,697 at 4% or $121,798 at 6%. |
| 2015 | 1 | 12 | $349,510 | $104,532 | $8,711iApproximate average salary by contribution assumption: employee only about $217,775 at 4% or $145,183 at 6%; with 50% employer match about $145,183 at 4% or $96,789 at 6%; with 100% employer match about $108,888 at 4% or $72,592 at 6%. |
| Milton Sokol 401(K) Plan | - | 12 | $349,510 | $104,532 | $8,711iApproximate average salary by contribution assumption: employee only about $217,775 at 4% or $145,183 at 6%; with 50% employer match about $145,183 at 4% or $96,789 at 6%; with 100% employer match about $108,888 at 4% or $72,592 at 6%. |
| 2014 | 1 | 8 | $255,529 | $74,428 | $9,304iApproximate average salary by contribution assumption: employee only about $232,588 at 4% or $155,058 at 6%; with 50% employer match about $155,058 at 4% or $103,372 at 6%; with 100% employer match about $116,294 at 4% or $77,529 at 6%. |
| Milton Sokol 401(K) Plan | - | 8 | $255,529 | $74,428 | $9,304iApproximate average salary by contribution assumption: employee only about $232,588 at 4% or $155,058 at 6%; with 50% employer match about $155,058 at 4% or $103,372 at 6%; with 100% employer match about $116,294 at 4% or $77,529 at 6%. |
| 2013 | 1 | 7 | $168,252 | $78,149 | $11,164iApproximate average salary by contribution assumption: employee only about $279,104 at 4% or $186,069 at 6%; with 50% employer match about $186,069 at 4% or $124,046 at 6%; with 100% employer match about $139,552 at 4% or $93,035 at 6%. |
| Milton Sokol 401(K) Plan | - | 7 | $168,252 | $78,149 | $11,164iApproximate average salary by contribution assumption: employee only about $279,104 at 4% or $186,069 at 6%; with 50% employer match about $186,069 at 4% or $124,046 at 6%; with 100% employer match about $139,552 at 4% or $93,035 at 6%. |
| 2012 | 2 | 9 | $88,946 | $87,794 | $9,755iApproximate average salary by contribution assumption: employee only about $243,872 at 4% or $162,581 at 6%; with 50% employer match about $162,581 at 4% or $108,388 at 6%; with 100% employer match about $121,936 at 4% or $81,291 at 6%. |
| Milton Sokol 401(K) Plan | - | 9 | $88,946 | $87,794 | $9,755iApproximate average salary by contribution assumption: employee only about $243,872 at 4% or $162,581 at 6%; with 50% employer match about $162,581 at 4% or $108,388 at 6%; with 100% employer match about $121,936 at 4% or $81,291 at 6%. |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 0 | $0 | - | - |
| 2011 | 1 | 7 | $1,946,422 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 7 | $1,946,422 | $0 | - |
| 2010 | 1 | 7 | $1,870,791 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 7 | $1,870,791 | $0 | - |
| 2009 | 1 | 8 | $1,852,314 | $46,000 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 8 | $1,852,314 | $46,000 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| 2008 | 1 | 6 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $1,548,809 | $26,439 | $4,407iApproximate average salary by contribution assumption: employee only about $110,163 at 4% or $73,442 at 6%; with 50% employer match about $73,442 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 6 | $1,548,809 | $26,439 | $4,407iApproximate average salary by contribution assumption: employee only about $110,163 at 4% or $73,442 at 6%; with 50% employer match about $73,442 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| 2005 | 1 | 6 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2004 | 1 | 5 | $1,236,418 | $89,444 | $17,889iApproximate average salary by contribution assumption: employee only about $447,220 at 4% or $298,147 at 6%; with 50% employer match about $298,147 at 4% or $198,764 at 6%; with 100% employer match about $223,610 at 4% or $149,073 at 6%. |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 5 | $1,236,418 | $89,444 | $17,889iApproximate average salary by contribution assumption: employee only about $447,220 at 4% or $298,147 at 6%; with 50% employer match about $298,147 at 4% or $198,764 at 6%; with 100% employer match about $223,610 at 4% or $149,073 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 5 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 6 | - | - | - |
| 1999 | 1 | 6 | $866,151 | $27,755 | $4,626iApproximate average salary by contribution assumption: employee only about $115,646 at 4% or $77,097 at 6%; with 50% employer match about $77,097 at 4% or $51,398 at 6%; with 100% employer match about $57,823 at 4% or $38,549 at 6%. |
| Milton Sokol & Co. Inc. Defined Benefit Pension Plan | - | 6 | $866,151 | $27,755 | $4,626iApproximate average salary by contribution assumption: employee only about $115,646 at 4% or $77,097 at 6%; with 50% employer match about $77,097 at 4% or $51,398 at 6%; with 100% employer match about $57,823 at 4% or $38,549 at 6%. |