Civic Intelligence

S&O Construction Services Inc.

Plan context: S&O Construction Services Ret. Savings Plan

EIN 14-1690439 • Pleasant Valley, NY • 31 filings • 7 plans

11 Charles StreetPleasant Valley, NY 12569
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$8,987,750

2024 Contributions

$897,403

Historical Graphs

Total Assets Over Time

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

$10,532,245$5,266,123$0200020122024YearValue
$8,987,750Latest year 2024

Participants Over Time

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

41210200020122024YearValue
38Latest year 2024

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
2024138$8,987,750$897,403$23,616iApproximate average salary by contribution assumption: employee only about $590,397 at 4% or $393,598 at 6%; with 50% employer match about $393,598 at 4% or $262,399 at 6%; with 100% employer match about $295,198 at 4% or $196,799 at 6%.
S&O Construction Services Ret. Savings Plan-38$8,987,750$897,403$23,616iApproximate average salary by contribution assumption: employee only about $590,397 at 4% or $393,598 at 6%; with 50% employer match about $393,598 at 4% or $262,399 at 6%; with 100% employer match about $295,198 at 4% or $196,799 at 6%.
2023241$8,694,737$927,700$22,627iApproximate average salary by contribution assumption: employee only about $565,671 at 4% or $377,114 at 6%; with 50% employer match about $377,114 at 4% or $251,409 at 6%; with 100% employer match about $282,835 at 4% or $188,557 at 6%.
S&O Construction Services Ret. Savings Plan-41$8,694,737$927,700$22,627iApproximate average salary by contribution assumption: employee only about $565,671 at 4% or $377,114 at 6%; with 50% employer match about $377,114 at 4% or $251,409 at 6%; with 100% employer match about $282,835 at 4% or $188,557 at 6%.
S&O CONSTRUCTION SERVICES, INC. DIRECT ADVISORS TRUST-0$0--
2022240$8,442,116$733,584$18,340iApproximate average salary by contribution assumption: employee only about $458,490 at 4% or $305,660 at 6%; with 50% employer match about $305,660 at 4% or $203,773 at 6%; with 100% employer match about $229,245 at 4% or $152,830 at 6%.
S&O Construction Services Ret. Savings Plan-40$8,442,116$733,584$18,340iApproximate average salary by contribution assumption: employee only about $458,490 at 4% or $305,660 at 6%; with 50% employer match about $305,660 at 4% or $203,773 at 6%; with 100% employer match about $229,245 at 4% or $152,830 at 6%.
S&O CONSTRUCTION SERVICES, INC. DIRECT ADVISORS TRUST-27$0$0-
2021238$10,532,245$795,046$20,922iApproximate average salary by contribution assumption: employee only about $523,057 at 4% or $348,704 at 6%; with 50% employer match about $348,704 at 4% or $232,470 at 6%; with 100% employer match about $261,528 at 4% or $174,352 at 6%.
S&O Construction Services Ret. Savings Plan-38$10,532,245$790,511$20,803iApproximate average salary by contribution assumption: employee only about $520,073 at 4% or $346,715 at 6%; with 50% employer match about $346,715 at 4% or $231,144 at 6%; with 100% employer match about $260,037 at 4% or $173,358 at 6%.
S&O CONSTRUCTION SERVICES, INC. DIRECT ADVISORS TRUST-22$0$4,535$206iApproximate average salary by contribution assumption: employee only about $5,153 at 4% or $3,436 at 6%; with 50% employer match about $3,436 at 4% or $2,290 at 6%; with 100% employer match about $2,577 at 4% or $1,718 at 6%.
2020235$8,787,360$761,472$21,756iApproximate average salary by contribution assumption: employee only about $543,909 at 4% or $362,606 at 6%; with 50% employer match about $362,606 at 4% or $241,737 at 6%; with 100% employer match about $271,954 at 4% or $181,303 at 6%.
S&O Construction Services Ret. Savings Plan-35$8,787,360$752,476$21,499iApproximate average salary by contribution assumption: employee only about $537,483 at 4% or $358,322 at 6%; with 50% employer match about $358,322 at 4% or $238,881 at 6%; with 100% employer match about $268,741 at 4% or $179,161 at 6%.
WELFARE BENEFITS PLAN FOR THE EMPLOYEES OF S&O CONSTRUCTION SERVICES, INC.-0$0$8,996-
2019235$9,407,196$1,247,967$35,656iApproximate average salary by contribution assumption: employee only about $891,405 at 4% or $594,270 at 6%; with 50% employer match about $594,270 at 4% or $396,180 at 6%; with 100% employer match about $445,702 at 4% or $297,135 at 6%.
S&O Construction Services Ret. Savings Plan-35$9,386,826$1,225,939$35,027iApproximate average salary by contribution assumption: employee only about $875,671 at 4% or $583,780 at 6%; with 50% employer match about $583,780 at 4% or $389,187 at 6%; with 100% employer match about $437,835 at 4% or $291,890 at 6%.
WELFARE BENEFITS PLAN FOR THE EMPLOYEES OF S&O CONSTRUCTION SERVICES, INC.-22$20,370$22,028$1,001iApproximate average salary by contribution assumption: employee only about $25,032 at 4% or $16,688 at 6%; with 50% employer match about $16,688 at 4% or $11,125 at 6%; with 100% employer match about $12,516 at 4% or $8,344 at 6%.
2018134$6,997,968$586,136$17,239iApproximate average salary by contribution assumption: employee only about $430,982 at 4% or $287,322 at 6%; with 50% employer match about $287,322 at 4% or $191,548 at 6%; with 100% employer match about $215,491 at 4% or $143,661 at 6%.
S&O Construction Services Ret. Savings Plan-34$6,997,968$586,136$17,239iApproximate average salary by contribution assumption: employee only about $430,982 at 4% or $287,322 at 6%; with 50% employer match about $287,322 at 4% or $191,548 at 6%; with 100% employer match about $215,491 at 4% or $143,661 at 6%.
2017132$7,397,556$716,916$22,404iApproximate average salary by contribution assumption: employee only about $560,091 at 4% or $373,394 at 6%; with 50% employer match about $373,394 at 4% or $248,929 at 6%; with 100% employer match about $280,045 at 4% or $186,697 at 6%.
S&O Construction Services Ret. Savings Plan-32$7,397,556$716,916$22,404iApproximate average salary by contribution assumption: employee only about $560,091 at 4% or $373,394 at 6%; with 50% employer match about $373,394 at 4% or $248,929 at 6%; with 100% employer match about $280,045 at 4% or $186,697 at 6%.
2016131$6,488,125$644,909$20,804iApproximate average salary by contribution assumption: employee only about $520,088 at 4% or $346,725 at 6%; with 50% employer match about $346,725 at 4% or $231,150 at 6%; with 100% employer match about $260,044 at 4% or $173,363 at 6%.
S&O Construction Services Ret. Savings Plan-31$6,488,125$644,909$20,804iApproximate average salary by contribution assumption: employee only about $520,088 at 4% or $346,725 at 6%; with 50% employer match about $346,725 at 4% or $231,150 at 6%; with 100% employer match about $260,044 at 4% or $173,363 at 6%.
2015127$5,765,352$478,268$17,714iApproximate average salary by contribution assumption: employee only about $442,841 at 4% or $295,227 at 6%; with 50% employer match about $295,227 at 4% or $196,818 at 6%; with 100% employer match about $221,420 at 4% or $147,614 at 6%.
S&O Construction Services Ret. Savings Plan-27$5,765,352$478,268$17,714iApproximate average salary by contribution assumption: employee only about $442,841 at 4% or $295,227 at 6%; with 50% employer match about $295,227 at 4% or $196,818 at 6%; with 100% employer match about $221,420 at 4% or $147,614 at 6%.
2014128$5,560,801$535,594$19,128iApproximate average salary by contribution assumption: employee only about $478,209 at 4% or $318,806 at 6%; with 50% employer match about $318,806 at 4% or $212,537 at 6%; with 100% employer match about $239,104 at 4% or $159,403 at 6%.
S&O Construction Services Ret. Savings Plan-28$5,560,801$535,594$19,128iApproximate average salary by contribution assumption: employee only about $478,209 at 4% or $318,806 at 6%; with 50% employer match about $318,806 at 4% or $212,537 at 6%; with 100% employer match about $239,104 at 4% or $159,403 at 6%.
2013126$4,845,724$504,280$19,395iApproximate average salary by contribution assumption: employee only about $484,885 at 4% or $323,256 at 6%; with 50% employer match about $323,256 at 4% or $215,504 at 6%; with 100% employer match about $242,442 at 4% or $161,628 at 6%.
S&O Construction Services Ret. Savings Plan-26$4,845,724$504,280$19,395iApproximate average salary by contribution assumption: employee only about $484,885 at 4% or $323,256 at 6%; with 50% employer match about $323,256 at 4% or $215,504 at 6%; with 100% employer match about $242,442 at 4% or $161,628 at 6%.
2012125$3,852,039$341,719$13,669iApproximate average salary by contribution assumption: employee only about $341,719 at 4% or $227,813 at 6%; with 50% employer match about $227,813 at 4% or $151,875 at 6%; with 100% employer match about $170,860 at 4% or $113,906 at 6%.
S&O Construction Services Ret. Savings Plan-25$3,852,039$341,719$13,669iApproximate average salary by contribution assumption: employee only about $341,719 at 4% or $227,813 at 6%; with 50% employer match about $227,813 at 4% or $151,875 at 6%; with 100% employer match about $170,860 at 4% or $113,906 at 6%.
2011128$4,150,089$513,377$18,335iApproximate average salary by contribution assumption: employee only about $458,372 at 4% or $305,582 at 6%; with 50% employer match about $305,582 at 4% or $203,721 at 6%; with 100% employer match about $229,186 at 4% or $152,791 at 6%.
S&O Construction Services Ret. Savings Plan-28$4,150,089$513,377$18,335iApproximate average salary by contribution assumption: employee only about $458,372 at 4% or $305,582 at 6%; with 50% employer match about $305,582 at 4% or $203,721 at 6%; with 100% employer match about $229,186 at 4% or $152,791 at 6%.
2010127$3,895,499$527,728$19,545iApproximate average salary by contribution assumption: employee only about $488,637 at 4% or $325,758 at 6%; with 50% employer match about $325,758 at 4% or $217,172 at 6%; with 100% employer match about $244,319 at 4% or $162,879 at 6%.
S&O Construction Services Ret. Savings Plan-27$3,895,499$527,728$19,545iApproximate average salary by contribution assumption: employee only about $488,637 at 4% or $325,758 at 6%; with 50% employer match about $325,758 at 4% or $217,172 at 6%; with 100% employer match about $244,319 at 4% or $162,879 at 6%.
2009126$3,057,788$499,326$19,205iApproximate average salary by contribution assumption: employee only about $480,121 at 4% or $320,081 at 6%; with 50% employer match about $320,081 at 4% or $213,387 at 6%; with 100% employer match about $240,061 at 4% or $160,040 at 6%.
S&O Construction Services Ret. Savings Plan-26$3,057,788$499,326$19,205iApproximate average salary by contribution assumption: employee only about $480,121 at 4% or $320,081 at 6%; with 50% employer match about $320,081 at 4% or $213,387 at 6%; with 100% employer match about $240,061 at 4% or $160,040 at 6%.
2008127$2,225,284$493,397$18,274iApproximate average salary by contribution assumption: employee only about $456,849 at 4% or $304,566 at 6%; with 50% employer match about $304,566 at 4% or $203,044 at 6%; with 100% employer match about $228,425 at 4% or $152,283 at 6%.
S&O Construction Services Ret. Savings Plan-27$2,225,284$493,397$18,274iApproximate average salary by contribution assumption: employee only about $456,849 at 4% or $304,566 at 6%; with 50% employer match about $304,566 at 4% or $203,044 at 6%; with 100% employer match about $228,425 at 4% or $152,283 at 6%.
2007129$2,273,373$397,108$13,693iApproximate average salary by contribution assumption: employee only about $342,334 at 4% or $228,223 at 6%; with 50% employer match about $228,223 at 4% or $152,149 at 6%; with 100% employer match about $171,167 at 4% or $114,111 at 6%.
S&O Construction Services Ret. Savings Plan-29$2,273,373$397,108$13,693iApproximate average salary by contribution assumption: employee only about $342,334 at 4% or $228,223 at 6%; with 50% employer match about $228,223 at 4% or $152,149 at 6%; with 100% employer match about $171,167 at 4% or $114,111 at 6%.
2006127$1,764,183$314,872$11,662iApproximate average salary by contribution assumption: employee only about $291,548 at 4% or $194,365 at 6%; with 50% employer match about $194,365 at 4% or $129,577 at 6%; with 100% employer match about $145,774 at 4% or $97,183 at 6%.
S&O Construction Services Ret. Savings Plan-27$1,764,183$314,872$11,662iApproximate average salary by contribution assumption: employee only about $291,548 at 4% or $194,365 at 6%; with 50% employer match about $194,365 at 4% or $129,577 at 6%; with 100% employer match about $145,774 at 4% or $97,183 at 6%.
2005126$1,485,848$247,873$9,534iApproximate average salary by contribution assumption: employee only about $238,339 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,446 at 6%.
S&O Construction Services Ret. Savings Plan-26$1,485,848$247,873$9,534iApproximate average salary by contribution assumption: employee only about $238,339 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,446 at 6%.
2004128$1,280,252$346,495$12,375iApproximate average salary by contribution assumption: employee only about $309,371 at 4% or $206,247 at 6%; with 50% employer match about $206,247 at 4% or $137,498 at 6%; with 100% employer match about $154,685 at 4% or $103,124 at 6%.
S&O Construction Services Ret. Savings Plan-28$1,280,252$346,495$12,375iApproximate average salary by contribution assumption: employee only about $309,371 at 4% or $206,247 at 6%; with 50% employer match about $206,247 at 4% or $137,498 at 6%; with 100% employer match about $154,685 at 4% or $103,124 at 6%.
2003122$917,917$407,172$18,508iApproximate average salary by contribution assumption: employee only about $462,695 at 4% or $308,464 at 6%; with 50% employer match about $308,464 at 4% or $205,642 at 6%; with 100% employer match about $231,348 at 4% or $154,232 at 6%.
S&O Construction Services Ret. Savings Plan-22$917,917$407,172$18,508iApproximate average salary by contribution assumption: employee only about $462,695 at 4% or $308,464 at 6%; with 50% employer match about $308,464 at 4% or $205,642 at 6%; with 100% employer match about $231,348 at 4% or $154,232 at 6%.
2002211$587,884$411,595$37,418iApproximate average salary by contribution assumption: employee only about $935,443 at 4% or $623,629 at 6%; with 50% employer match about $623,629 at 4% or $415,753 at 6%; with 100% employer match about $467,722 at 4% or $311,814 at 6%.
S&O Construction Services Ret. Savings Plan-11$587,884$224,084$20,371iApproximate average salary by contribution assumption: employee only about $509,282 at 4% or $339,521 at 6%; with 50% employer match about $339,521 at 4% or $226,347 at 6%; with 100% employer match about $254,641 at 4% or $169,761 at 6%.
NATIONAL BENEFIT RETIREMENT PLAN AND TRUST-0-$187,511-
2001114$409,990$129,726$9,266iApproximate average salary by contribution assumption: employee only about $231,654 at 4% or $154,436 at 6%; with 50% employer match about $154,436 at 4% or $102,957 at 6%; with 100% employer match about $115,827 at 4% or $77,218 at 6%.
NATIONAL BENEFIT RETIREMENT PLAN AND TRUST-14$409,990$129,726$9,266iApproximate average salary by contribution assumption: employee only about $231,654 at 4% or $154,436 at 6%; with 50% employer match about $154,436 at 4% or $102,957 at 6%; with 100% employer match about $115,827 at 4% or $77,218 at 6%.
2000111$294,201$88,740$8,067iApproximate average salary by contribution assumption: employee only about $201,682 at 4% or $134,455 at 6%; with 50% employer match about $134,455 at 4% or $89,636 at 6%; with 100% employer match about $100,841 at 4% or $67,227 at 6%.
NATIONAL BENEFIT RETIREMENT PLAN AND TRUST-11$294,201$88,740$8,067iApproximate average salary by contribution assumption: employee only about $201,682 at 4% or $134,455 at 6%; with 50% employer match about $134,455 at 4% or $89,636 at 6%; with 100% employer match about $100,841 at 4% or $67,227 at 6%.