Civic Intelligence

Sorice & Associates Ltd.

Plan context: Sorice & Associates Ltd Profit Sharing Plan & Trust

EIN 13-3501706 • Tuxedo, NY • 22 filings • 6 plans

PO Box 834Tuxedo, NY 10987
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$1,556,463

2016 Contributions

$30,666

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,564,624$782,312$0199920072015YearValue
$1,556,463Latest year 2015

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160199920072015YearValue
7Latest year 2015

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201610$0$0-
Sorice & Associates Ltd Profit Sharing Plan & Trust-0$0$0-
201517$1,556,463$0-
Sorice & Associates Ltd Profit Sharing Plan & Trust-7$1,556,463$0-
201417$1,564,624$0-
Sorice & Associates Ltd Profit Sharing Plan & Trust-7$1,564,624$0-
201317$1,483,048$0-
Sorice & Associates Ltd Profit Sharing Plan & Trust-7$1,483,048$0-
201218$1,205,416$30,666$3,833iApproximate average salary by contribution assumption: employee only about $95,831 at 4% or $63,888 at 6%; with 50% employer match about $63,888 at 4% or $42,592 at 6%; with 100% employer match about $47,916 at 4% or $31,944 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-8$1,205,416$30,666$3,833iApproximate average salary by contribution assumption: employee only about $95,831 at 4% or $63,888 at 6%; with 50% employer match about $63,888 at 4% or $42,592 at 6%; with 100% employer match about $47,916 at 4% or $31,944 at 6%.
2011110$1,197,887$92,708$9,271iApproximate average salary by contribution assumption: employee only about $231,770 at 4% or $154,513 at 6%; with 50% employer match about $154,513 at 4% or $103,009 at 6%; with 100% employer match about $115,885 at 4% or $77,257 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-10$1,197,887$92,708$9,271iApproximate average salary by contribution assumption: employee only about $231,770 at 4% or $154,513 at 6%; with 50% employer match about $154,513 at 4% or $103,009 at 6%; with 100% employer match about $115,885 at 4% or $77,257 at 6%.
2010111$1,151,827$105,144$9,559iApproximate average salary by contribution assumption: employee only about $238,964 at 4% or $159,309 at 6%; with 50% employer match about $159,309 at 4% or $106,206 at 6%; with 100% employer match about $119,482 at 4% or $79,655 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-11$1,151,827$105,144$9,559iApproximate average salary by contribution assumption: employee only about $238,964 at 4% or $159,309 at 6%; with 50% employer match about $159,309 at 4% or $106,206 at 6%; with 100% employer match about $119,482 at 4% or $79,655 at 6%.
200918$924,468$131,659$16,457iApproximate average salary by contribution assumption: employee only about $411,434 at 4% or $274,290 at 6%; with 50% employer match about $274,290 at 4% or $182,860 at 6%; with 100% employer match about $205,717 at 4% or $137,145 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-8$924,468$131,659$16,457iApproximate average salary by contribution assumption: employee only about $411,434 at 4% or $274,290 at 6%; with 50% employer match about $274,290 at 4% or $182,860 at 6%; with 100% employer match about $205,717 at 4% or $137,145 at 6%.
200815$605,440$83,693$16,739iApproximate average salary by contribution assumption: employee only about $418,465 at 4% or $278,977 at 6%; with 50% employer match about $278,977 at 4% or $185,984 at 6%; with 100% employer match about $209,232 at 4% or $139,488 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$605,440$83,693$16,739iApproximate average salary by contribution assumption: employee only about $418,465 at 4% or $278,977 at 6%; with 50% employer match about $278,977 at 4% or $185,984 at 6%; with 100% employer match about $209,232 at 4% or $139,488 at 6%.
200715$809,956$77,577$15,515iApproximate average salary by contribution assumption: employee only about $387,885 at 4% or $258,590 at 6%; with 50% employer match about $258,590 at 4% or $172,393 at 6%; with 100% employer match about $193,943 at 4% or $129,295 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$809,956$77,577$15,515iApproximate average salary by contribution assumption: employee only about $387,885 at 4% or $258,590 at 6%; with 50% employer match about $258,590 at 4% or $172,393 at 6%; with 100% employer match about $193,943 at 4% or $129,295 at 6%.
200615$691,715$48,192$9,638iApproximate average salary by contribution assumption: employee only about $240,960 at 4% or $160,640 at 6%; with 50% employer match about $160,640 at 4% or $107,093 at 6%; with 100% employer match about $120,480 at 4% or $80,320 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$691,715$48,192$9,638iApproximate average salary by contribution assumption: employee only about $240,960 at 4% or $160,640 at 6%; with 50% employer match about $160,640 at 4% or $107,093 at 6%; with 100% employer match about $120,480 at 4% or $80,320 at 6%.
200515$577,347$45,924$9,185iApproximate average salary by contribution assumption: employee only about $229,620 at 4% or $153,080 at 6%; with 50% employer match about $153,080 at 4% or $102,053 at 6%; with 100% employer match about $114,810 at 4% or $76,540 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$577,347$45,924$9,185iApproximate average salary by contribution assumption: employee only about $229,620 at 4% or $153,080 at 6%; with 50% employer match about $153,080 at 4% or $102,053 at 6%; with 100% employer match about $114,810 at 4% or $76,540 at 6%.
200415$499,248$69,757$13,951iApproximate average salary by contribution assumption: employee only about $348,785 at 4% or $232,523 at 6%; with 50% employer match about $232,523 at 4% or $155,016 at 6%; with 100% employer match about $174,393 at 4% or $116,262 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$499,248$69,757$13,951iApproximate average salary by contribution assumption: employee only about $348,785 at 4% or $232,523 at 6%; with 50% employer match about $232,523 at 4% or $155,016 at 6%; with 100% employer match about $174,393 at 4% or $116,262 at 6%.
200315$381,697$48,882$9,776iApproximate average salary by contribution assumption: employee only about $244,410 at 4% or $162,940 at 6%; with 50% employer match about $162,940 at 4% or $108,627 at 6%; with 100% employer match about $122,205 at 4% or $81,470 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$381,697$48,882$9,776iApproximate average salary by contribution assumption: employee only about $244,410 at 4% or $162,940 at 6%; with 50% employer match about $162,940 at 4% or $108,627 at 6%; with 100% employer match about $122,205 at 4% or $81,470 at 6%.
200225$275,009$44,471$8,894iApproximate average salary by contribution assumption: employee only about $222,355 at 4% or $148,237 at 6%; with 50% employer match about $148,237 at 4% or $98,824 at 6%; with 100% employer match about $111,178 at 4% or $74,118 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5$275,009$38,484$7,697iApproximate average salary by contribution assumption: employee only about $192,420 at 4% or $128,280 at 6%; with 50% employer match about $128,280 at 4% or $85,520 at 6%; with 100% employer match about $96,210 at 4% or $64,140 at 6%.
Sorice & Associates Ltd. Money Purchase Pension Plan & Trust-0-$5,987-
200125$189,348$26,219$5,244iApproximate average salary by contribution assumption: employee only about $131,095 at 4% or $87,397 at 6%; with 50% employer match about $87,397 at 4% or $58,264 at 6%; with 100% employer match about $65,548 at 4% or $43,698 at 6%.
Sorice & Associates Ltd. Money Purchase Pension Plan & Trust-5$189,348$26,219$5,244iApproximate average salary by contribution assumption: employee only about $131,095 at 4% or $87,397 at 6%; with 50% employer match about $87,397 at 4% or $58,264 at 6%; with 100% employer match about $65,548 at 4% or $43,698 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5---
200025$188,865$25,927$5,185iApproximate average salary by contribution assumption: employee only about $129,635 at 4% or $86,423 at 6%; with 50% employer match about $86,423 at 4% or $57,616 at 6%; with 100% employer match about $64,817 at 4% or $43,212 at 6%.
Sorice & Associates Ltd. Money Purchase Pension Plan & Trust-5$188,865$25,927$5,185iApproximate average salary by contribution assumption: employee only about $129,635 at 4% or $86,423 at 6%; with 50% employer match about $86,423 at 4% or $57,616 at 6%; with 100% employer match about $64,817 at 4% or $43,212 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-5---
199924$189,149$22,495$5,624iApproximate average salary by contribution assumption: employee only about $140,594 at 4% or $93,729 at 6%; with 50% employer match about $93,729 at 4% or $62,486 at 6%; with 100% employer match about $70,297 at 4% or $46,865 at 6%.
Sorice & Associates Ltd Profit Sharing Plan & Trust-4$189,149$22,495$5,624iApproximate average salary by contribution assumption: employee only about $140,594 at 4% or $93,729 at 6%; with 50% employer match about $93,729 at 4% or $62,486 at 6%; with 100% employer match about $70,297 at 4% or $46,865 at 6%.
Sorice & Associates Ltd. Money Purchase Pension Plan & Trust-4---
Sorice & Associates Ltd. | EIN 13-3501706 | 2016 Form 5500 Company Profile