So-Cal Capital Inc.
Plan context: So-Cal Capital Inc. 401(K) Plan
EIN 27-2524146 • Newport Beach, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$738,254
2024 Contributions
$158,072
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 | 1 | 6 | $738,254 | $158,072 | $26,345iApproximate average salary by contribution assumption: employee only about $658,633 at 4% or $439,089 at 6%; with 50% employer match about $439,089 at 4% or $292,726 at 6%; with 100% employer match about $329,317 at 4% or $219,544 at 6%. |
| So-Cal Capital Inc. 401(K) Plan | - | 6 | $738,254 | $158,072 | $26,345iApproximate average salary by contribution assumption: employee only about $658,633 at 4% or $439,089 at 6%; with 50% employer match about $439,089 at 4% or $292,726 at 6%; with 100% employer match about $329,317 at 4% or $219,544 at 6%. |
| 2023 | 1 | 6 | $411,447 | $168,306 | $28,051iApproximate average salary by contribution assumption: employee only about $701,275 at 4% or $467,517 at 6%; with 50% employer match about $467,517 at 4% or $311,678 at 6%; with 100% employer match about $350,638 at 4% or $233,758 at 6%. |
| So-Cal Capital Inc. 401(K) Plan | - | 6 | $411,447 | $168,306 | $28,051iApproximate average salary by contribution assumption: employee only about $701,275 at 4% or $467,517 at 6%; with 50% employer match about $467,517 at 4% or $311,678 at 6%; with 100% employer match about $350,638 at 4% or $233,758 at 6%. |
| 2022 | 1 | 6 | $226,315 | $97,468 | $16,245iApproximate average salary by contribution assumption: employee only about $406,117 at 4% or $270,744 at 6%; with 50% employer match about $270,744 at 4% or $180,496 at 6%; with 100% employer match about $203,058 at 4% or $135,372 at 6%. |
| So-Cal Capital Inc. 401(K) Plan | - | 6 | $226,315 | $97,468 | $16,245iApproximate average salary by contribution assumption: employee only about $406,117 at 4% or $270,744 at 6%; with 50% employer match about $270,744 at 4% or $180,496 at 6%; with 100% employer match about $203,058 at 4% or $135,372 at 6%. |
| 2021 | 1 | 6 | $156,348 | $154,916 | $25,819iApproximate average salary by contribution assumption: employee only about $645,483 at 4% or $430,322 at 6%; with 50% employer match about $430,322 at 4% or $286,881 at 6%; with 100% employer match about $322,742 at 4% or $215,161 at 6%. |
| So-Cal Capital Inc. 401(K) Plan | - | 6 | $156,348 | $154,916 | $25,819iApproximate average salary by contribution assumption: employee only about $645,483 at 4% or $430,322 at 6%; with 50% employer match about $430,322 at 4% or $286,881 at 6%; with 100% employer match about $322,742 at 4% or $215,161 at 6%. |