Civic Intelligence

Socratic Advisors LLC

Plan context: Socratic Advisors LLC Qualified Retirement Plan

EIN 22-3558573 • 10 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$654,203

2008 Contributions

$51,280

Historical Graphs

Total Assets Over Time

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

$887,669$443,835$0200320052006YearValue
$654,203Latest year 2006

Participants Over Time

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

420200320062008YearValue
1Latest year 2008

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
200821$0$51,280$51,280iApproximate average salary by contribution assumption: employee only about $1,282,000 at 4% or $854,667 at 6%; with 50% employer match about $854,667 at 4% or $569,778 at 6%; with 100% employer match about $641,000 at 4% or $427,333 at 6%.
SOCRATIC ADVISORS, LLC CASH BALANCE PLAN AND TRUST-1---
Socratic Advisors LLC Qualified Retirement Plan-0-$51,280-
200724$0$0-
Socratic Advisors LLC Qualified Retirement Plan-4---
SOCRATIC ADVISORS, LLC CASH BALANCE PLAN AND TRUST-1---
200622$654,203$9,093$4,547iApproximate average salary by contribution assumption: employee only about $113,663 at 4% or $75,775 at 6%; with 50% employer match about $75,775 at 4% or $50,517 at 6%; with 100% employer match about $56,831 at 4% or $37,888 at 6%.
Socratic Advisors LLC Qualified Retirement Plan-2$580,139--
SOCRATIC ADVISORS, LLC CASH BALANCE PLAN AND TRUST-2$74,064$9,093$4,547iApproximate average salary by contribution assumption: employee only about $113,663 at 4% or $75,775 at 6%; with 50% employer match about $75,775 at 4% or $50,517 at 6%; with 100% employer match about $56,831 at 4% or $37,888 at 6%.
200523$887,669$478,347$159,449iApproximate average salary by contribution assumption: employee only about $3,986,225 at 4% or $2,657,483 at 6%; with 50% employer match about $2,657,483 at 4% or $1,771,656 at 6%; with 100% employer match about $1,993,113 at 4% or $1,328,742 at 6%.
Socratic Advisors LLC Qualified Retirement Plan-1$698,643$289,321$289,321iApproximate average salary by contribution assumption: employee only about $7,233,025 at 4% or $4,822,017 at 6%; with 50% employer match about $4,822,017 at 4% or $3,214,678 at 6%; with 100% employer match about $3,616,513 at 4% or $2,411,008 at 6%.
SOCRATIC ADVISORS, LLC CASH BALANCE PLAN AND TRUST-3$189,026$189,026$63,009iApproximate average salary by contribution assumption: employee only about $1,575,217 at 4% or $1,050,144 at 6%; with 50% employer match about $1,050,144 at 4% or $700,096 at 6%; with 100% employer match about $787,608 at 4% or $525,072 at 6%.
200412$297,899$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Socratic Advisors LLC Qualified Retirement Plan-2$297,899$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$152,282$55,212$27,606iApproximate average salary by contribution assumption: employee only about $690,150 at 4% or $460,100 at 6%; with 50% employer match about $460,100 at 4% or $306,733 at 6%; with 100% employer match about $345,075 at 4% or $230,050 at 6%.
Socratic Advisors LLC Qualified Retirement Plan-2$152,282$55,212$27,606iApproximate average salary by contribution assumption: employee only about $690,150 at 4% or $460,100 at 6%; with 50% employer match about $460,100 at 4% or $306,733 at 6%; with 100% employer match about $345,075 at 4% or $230,050 at 6%.