Sovereign Mechanical Corp.
Plan context: SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN
EIN 20-4513057 • New York, NY • 29 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$7,444,426
2024 Contributions
$231,009
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 | 11 | $7,444,426 | $231,009 | $21,001iApproximate average salary by contribution assumption: employee only about $525,020 at 4% or $350,014 at 6%; with 50% employer match about $350,014 at 4% or $233,342 at 6%; with 100% employer match about $262,510 at 4% or $175,007 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 10 | $3,927,241 | $41,000 | $4,100iApproximate average salary by contribution assumption: employee only about $102,500 at 4% or $68,333 at 6%; with 50% employer match about $68,333 at 4% or $45,556 at 6%; with 100% employer match about $51,250 at 4% or $34,167 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 11 | $3,517,185 | $190,009 | $17,274iApproximate average salary by contribution assumption: employee only about $431,839 at 4% or $287,892 at 6%; with 50% employer match about $287,892 at 4% or $191,928 at 6%; with 100% employer match about $215,919 at 4% or $143,946 at 6%. |
| 2023 | 2 | 13 | $6,614,631 | $255,607 | $19,662iApproximate average salary by contribution assumption: employee only about $491,552 at 4% or $327,701 at 6%; with 50% employer match about $327,701 at 4% or $218,468 at 6%; with 100% employer match about $245,776 at 4% or $163,851 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 12 | $3,605,702 | $25,000 | $2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 13 | $3,008,929 | $230,607 | $17,739iApproximate average salary by contribution assumption: employee only about $443,475 at 4% or $295,650 at 6%; with 50% employer match about $295,650 at 4% or $197,100 at 6%; with 100% employer match about $221,738 at 4% or $147,825 at 6%. |
| 2022 | 2 | 14 | $5,543,843 | $148,491 | $10,607iApproximate average salary by contribution assumption: employee only about $265,163 at 4% or $176,775 at 6%; with 50% employer match about $176,775 at 4% or $117,850 at 6%; with 100% employer match about $132,581 at 4% or $88,388 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 11 | $3,132,106 | - | - |
| Sovereign Mechanical Corp. 401K Plan | - | 14 | $2,411,737 | $148,491 | $10,607iApproximate average salary by contribution assumption: employee only about $265,163 at 4% or $176,775 at 6%; with 50% employer match about $176,775 at 4% or $117,850 at 6%; with 100% employer match about $132,581 at 4% or $88,388 at 6%. |
| 2021 | 2 | 15 | $6,845,760 | $238,526 | $15,902iApproximate average salary by contribution assumption: employee only about $397,543 at 4% or $265,029 at 6%; with 50% employer match about $265,029 at 4% or $176,686 at 6%; with 100% employer match about $198,772 at 4% or $132,514 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 12 | $3,757,439 | $8,008 | $667iApproximate average salary by contribution assumption: employee only about $16,683 at 4% or $11,122 at 6%; with 50% employer match about $11,122 at 4% or $7,415 at 6%; with 100% employer match about $8,342 at 4% or $5,561 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 15 | $3,088,321 | $230,518 | $15,368iApproximate average salary by contribution assumption: employee only about $384,197 at 4% or $256,131 at 6%; with 50% employer match about $256,131 at 4% or $170,754 at 6%; with 100% employer match about $192,098 at 4% or $128,066 at 6%. |
| 2020 | 2 | 14 | $5,971,025 | $615,481 | $43,963iApproximate average salary by contribution assumption: employee only about $1,099,073 at 4% or $732,715 at 6%; with 50% employer match about $732,715 at 4% or $488,477 at 6%; with 100% employer match about $549,537 at 4% or $366,358 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 12 | $3,437,525 | $403,279 | $33,607iApproximate average salary by contribution assumption: employee only about $840,165 at 4% or $560,110 at 6%; with 50% employer match about $560,110 at 4% or $373,406 at 6%; with 100% employer match about $420,082 at 4% or $280,055 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 14 | $2,533,500 | $212,202 | $15,157iApproximate average salary by contribution assumption: employee only about $378,932 at 4% or $252,621 at 6%; with 50% employer match about $252,621 at 4% or $168,414 at 6%; with 100% employer match about $189,466 at 4% or $126,311 at 6%. |
| 2019 | 2 | 11 | $4,728,559 | $808,460 | $73,496iApproximate average salary by contribution assumption: employee only about $1,837,409 at 4% or $1,224,939 at 6%; with 50% employer match about $1,224,939 at 4% or $816,626 at 6%; with 100% employer match about $918,705 at 4% or $612,470 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 9 | $2,732,884 | $600,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 11 | $1,995,675 | $208,460 | $18,951iApproximate average salary by contribution assumption: employee only about $473,773 at 4% or $315,848 at 6%; with 50% employer match about $315,848 at 4% or $210,566 at 6%; with 100% employer match about $236,886 at 4% or $157,924 at 6%. |
| 2018 | 2 | 11 | $3,214,049 | $600,131 | $54,557iApproximate average salary by contribution assumption: employee only about $1,363,934 at 4% or $909,289 at 6%; with 50% employer match about $909,289 at 4% or $606,193 at 6%; with 100% employer match about $681,967 at 4% or $454,645 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 10 | $1,753,258 | $400,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 11 | $1,460,791 | $200,131 | $18,194iApproximate average salary by contribution assumption: employee only about $454,843 at 4% or $303,229 at 6%; with 50% employer match about $303,229 at 4% or $202,153 at 6%; with 100% employer match about $227,422 at 4% or $151,614 at 6%. |
| 2017 | 2 | 8 | $2,866,900 | $632,102 | $79,013iApproximate average salary by contribution assumption: employee only about $1,975,319 at 4% or $1,316,879 at 6%; with 50% employer match about $1,316,879 at 4% or $877,919 at 6%; with 100% employer match about $987,659 at 4% or $658,440 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 7 | $1,491,551 | $450,000 | $64,286iApproximate average salary by contribution assumption: employee only about $1,607,143 at 4% or $1,071,429 at 6%; with 50% employer match about $1,071,429 at 4% or $714,286 at 6%; with 100% employer match about $803,571 at 4% or $535,714 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 8 | $1,375,349 | $182,102 | $22,763iApproximate average salary by contribution assumption: employee only about $569,069 at 4% or $379,379 at 6%; with 50% employer match about $379,379 at 4% or $252,919 at 6%; with 100% employer match about $284,534 at 4% or $189,690 at 6%. |
| 2016 | 2 | 7 | $1,932,832 | $477,841 | $68,263iApproximate average salary by contribution assumption: employee only about $1,706,575 at 4% or $1,137,717 at 6%; with 50% employer match about $1,137,717 at 4% or $758,478 at 6%; with 100% employer match about $853,288 at 4% or $568,858 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 7 | $1,038,288 | $177,841 | $25,406iApproximate average salary by contribution assumption: employee only about $635,146 at 4% or $423,431 at 6%; with 50% employer match about $423,431 at 4% or $282,287 at 6%; with 100% employer match about $317,573 at 4% or $211,715 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 6 | $894,544 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2015 | 2 | 7 | $1,350,652 | $414,449 | $59,207iApproximate average salary by contribution assumption: employee only about $1,480,175 at 4% or $986,783 at 6%; with 50% employer match about $986,783 at 4% or $657,856 at 6%; with 100% employer match about $740,088 at 4% or $493,392 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 7 | $813,478 | $154,249 | $22,036iApproximate average salary by contribution assumption: employee only about $550,889 at 4% or $367,260 at 6%; with 50% employer match about $367,260 at 4% or $244,840 at 6%; with 100% employer match about $275,445 at 4% or $183,630 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 5 | $537,174 | $260,200 | $52,040iApproximate average salary by contribution assumption: employee only about $1,301,000 at 4% or $867,333 at 6%; with 50% employer match about $867,333 at 4% or $578,222 at 6%; with 100% employer match about $650,500 at 4% or $433,667 at 6%. |
| 2014 | 2 | 7 | $968,318 | $434,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 7 | $682,576 | $148,258 | $21,180iApproximate average salary by contribution assumption: employee only about $529,493 at 4% or $352,995 at 6%; with 50% employer match about $352,995 at 4% or $235,330 at 6%; with 100% employer match about $264,746 at 4% or $176,498 at 6%. |
| SOVEREIGN MECHANICAL CORP. CASH BALANCE PLAN | - | 5 | $285,742 | $285,742 | $57,148iApproximate average salary by contribution assumption: employee only about $1,428,710 at 4% or $952,473 at 6%; with 50% employer match about $952,473 at 4% or $634,982 at 6%; with 100% employer match about $714,355 at 4% or $476,237 at 6%. |
| 2013 | 1 | 6 | $514,580 | $75,759 | $12,627iApproximate average salary by contribution assumption: employee only about $315,663 at 4% or $210,442 at 6%; with 50% employer match about $210,442 at 4% or $140,294 at 6%; with 100% employer match about $157,831 at 4% or $105,221 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 6 | $514,580 | $75,759 | $12,627iApproximate average salary by contribution assumption: employee only about $315,663 at 4% or $210,442 at 6%; with 50% employer match about $210,442 at 4% or $140,294 at 6%; with 100% employer match about $157,831 at 4% or $105,221 at 6%. |
| 2012 | 1 | 5 | $378,046 | $78,240 | $15,648iApproximate average salary by contribution assumption: employee only about $391,200 at 4% or $260,800 at 6%; with 50% employer match about $260,800 at 4% or $173,867 at 6%; with 100% employer match about $195,600 at 4% or $130,400 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 5 | $378,046 | $78,240 | $15,648iApproximate average salary by contribution assumption: employee only about $391,200 at 4% or $260,800 at 6%; with 50% employer match about $260,800 at 4% or $173,867 at 6%; with 100% employer match about $195,600 at 4% or $130,400 at 6%. |
| 2011 | 1 | 5 | $387,121 | $87,083 | $17,417iApproximate average salary by contribution assumption: employee only about $435,415 at 4% or $290,277 at 6%; with 50% employer match about $290,277 at 4% or $193,518 at 6%; with 100% employer match about $217,707 at 4% or $145,138 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 5 | $387,121 | $87,083 | $17,417iApproximate average salary by contribution assumption: employee only about $435,415 at 4% or $290,277 at 6%; with 50% employer match about $290,277 at 4% or $193,518 at 6%; with 100% employer match about $217,707 at 4% or $145,138 at 6%. |
| 2010 | 1 | 5 | $311,834 | $77,913 | $15,583iApproximate average salary by contribution assumption: employee only about $389,565 at 4% or $259,710 at 6%; with 50% employer match about $259,710 at 4% or $173,140 at 6%; with 100% employer match about $194,783 at 4% or $129,855 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 5 | $311,834 | $77,913 | $15,583iApproximate average salary by contribution assumption: employee only about $389,565 at 4% or $259,710 at 6%; with 50% employer match about $259,710 at 4% or $173,140 at 6%; with 100% employer match about $194,783 at 4% or $129,855 at 6%. |
| 2009 | 1 | 3 | $206,595 | $82,902 | $27,634iApproximate average salary by contribution assumption: employee only about $690,850 at 4% or $460,567 at 6%; with 50% employer match about $460,567 at 4% or $307,044 at 6%; with 100% employer match about $345,425 at 4% or $230,283 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 3 | $206,595 | $82,902 | $27,634iApproximate average salary by contribution assumption: employee only about $690,850 at 4% or $460,567 at 6%; with 50% employer match about $460,567 at 4% or $307,044 at 6%; with 100% employer match about $345,425 at 4% or $230,283 at 6%. |
| 2008 | 1 | 3 | $97,411 | $74,970 | $24,990iApproximate average salary by contribution assumption: employee only about $624,750 at 4% or $416,500 at 6%; with 50% employer match about $416,500 at 4% or $277,667 at 6%; with 100% employer match about $312,375 at 4% or $208,250 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 3 | $97,411 | $74,970 | $24,990iApproximate average salary by contribution assumption: employee only about $624,750 at 4% or $416,500 at 6%; with 50% employer match about $416,500 at 4% or $277,667 at 6%; with 100% employer match about $312,375 at 4% or $208,250 at 6%. |
| 2007 | 1 | 1 | $45,000 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Sovereign Mechanical Corp. 401K Plan | - | 1 | $45,000 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |