Civic Intelligence

Sound Mind Investing LLC

Plan context: Sound Mind Investing 401(K) Plan

EIN 31-1540799 • Louisville, KY • 17 filings • 2 plans

9700 Park Plaza Ave., Unit 202Louisville, KY 40241
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,318,113

2024 Contributions

$94,435

Historical Graphs

Total Assets Over Time

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

$1,908,595$954,298$0200820162024YearValue
$1,318,113Latest year 2024

Participants Over Time

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

1580200920172024YearValue
11Latest 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
2024111$1,318,113$94,435$8,585iApproximate average salary by contribution assumption: employee only about $214,625 at 4% or $143,083 at 6%; with 50% employer match about $143,083 at 4% or $95,389 at 6%; with 100% employer match about $107,313 at 4% or $71,542 at 6%.
Sound Mind Investing 401(K) Plan-11$1,318,113$94,435$8,585iApproximate average salary by contribution assumption: employee only about $214,625 at 4% or $143,083 at 6%; with 50% employer match about $143,083 at 4% or $95,389 at 6%; with 100% employer match about $107,313 at 4% or $71,542 at 6%.
2023111$1,108,629$97,486$8,862iApproximate average salary by contribution assumption: employee only about $221,559 at 4% or $147,706 at 6%; with 50% employer match about $147,706 at 4% or $98,471 at 6%; with 100% employer match about $110,780 at 4% or $73,853 at 6%.
Sound Mind Investing 401(K) Plan-11$1,108,629$97,486$8,862iApproximate average salary by contribution assumption: employee only about $221,559 at 4% or $147,706 at 6%; with 50% employer match about $147,706 at 4% or $98,471 at 6%; with 100% employer match about $110,780 at 4% or $73,853 at 6%.
2022111$1,100,064$92,000$8,364iApproximate average salary by contribution assumption: employee only about $209,091 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%.
Sound Mind Investing 401(K) Plan-11$1,100,064$92,000$8,364iApproximate average salary by contribution assumption: employee only about $209,091 at 4% or $139,394 at 6%; with 50% employer match about $139,394 at 4% or $92,929 at 6%; with 100% employer match about $104,545 at 4% or $69,697 at 6%.
2021113$1,405,045$79,463$6,113iApproximate average salary by contribution assumption: employee only about $152,813 at 4% or $101,876 at 6%; with 50% employer match about $101,876 at 4% or $67,917 at 6%; with 100% employer match about $76,407 at 4% or $50,938 at 6%.
Sound Mind Investing 401(K) Plan-13$1,405,045$79,463$6,113iApproximate average salary by contribution assumption: employee only about $152,813 at 4% or $101,876 at 6%; with 50% employer match about $101,876 at 4% or $67,917 at 6%; with 100% employer match about $76,407 at 4% or $50,938 at 6%.
2020115$1,908,595$82,188$5,479iApproximate average salary by contribution assumption: employee only about $136,980 at 4% or $91,320 at 6%; with 50% employer match about $91,320 at 4% or $60,880 at 6%; with 100% employer match about $68,490 at 4% or $45,660 at 6%.
Sound Mind Investing 401(K) Plan-15$1,908,595$82,188$5,479iApproximate average salary by contribution assumption: employee only about $136,980 at 4% or $91,320 at 6%; with 50% employer match about $91,320 at 4% or $60,880 at 6%; with 100% employer match about $68,490 at 4% or $45,660 at 6%.
2019115$1,579,800$99,579$6,639iApproximate average salary by contribution assumption: employee only about $165,965 at 4% or $110,643 at 6%; with 50% employer match about $110,643 at 4% or $73,762 at 6%; with 100% employer match about $82,983 at 4% or $55,322 at 6%.
Sound Mind Investing 401(K) Plan-15$1,579,800$99,579$6,639iApproximate average salary by contribution assumption: employee only about $165,965 at 4% or $110,643 at 6%; with 50% employer match about $110,643 at 4% or $73,762 at 6%; with 100% employer match about $82,983 at 4% or $55,322 at 6%.
2018115$1,269,740$95,726$6,382iApproximate average salary by contribution assumption: employee only about $159,543 at 4% or $106,362 at 6%; with 50% employer match about $106,362 at 4% or $70,908 at 6%; with 100% employer match about $79,772 at 4% or $53,181 at 6%.
Sound Mind Investing 401(K) Plan-15$1,269,740$95,726$6,382iApproximate average salary by contribution assumption: employee only about $159,543 at 4% or $106,362 at 6%; with 50% employer match about $106,362 at 4% or $70,908 at 6%; with 100% employer match about $79,772 at 4% or $53,181 at 6%.
2017115$1,394,598$96,474$6,432iApproximate average salary by contribution assumption: employee only about $160,790 at 4% or $107,193 at 6%; with 50% employer match about $107,193 at 4% or $71,462 at 6%; with 100% employer match about $80,395 at 4% or $53,597 at 6%.
Sound Mind Investing 401(K) Plan-15$1,394,598$96,474$6,432iApproximate average salary by contribution assumption: employee only about $160,790 at 4% or $107,193 at 6%; with 50% employer match about $107,193 at 4% or $71,462 at 6%; with 100% employer match about $80,395 at 4% or $53,597 at 6%.
2016115$1,060,812$90,591$6,039iApproximate average salary by contribution assumption: employee only about $150,985 at 4% or $100,657 at 6%; with 50% employer match about $100,657 at 4% or $67,104 at 6%; with 100% employer match about $75,493 at 4% or $50,328 at 6%.
Sound Mind Investing 401(K) Plan-15$1,060,812$90,591$6,039iApproximate average salary by contribution assumption: employee only about $150,985 at 4% or $100,657 at 6%; with 50% employer match about $100,657 at 4% or $67,104 at 6%; with 100% employer match about $75,493 at 4% or $50,328 at 6%.
2015114$931,426$87,946$6,282iApproximate average salary by contribution assumption: employee only about $157,046 at 4% or $104,698 at 6%; with 50% employer match about $104,698 at 4% or $69,798 at 6%; with 100% employer match about $78,523 at 4% or $52,349 at 6%.
Sound Mind Investing 401(K) Plan-14$931,426$87,946$6,282iApproximate average salary by contribution assumption: employee only about $157,046 at 4% or $104,698 at 6%; with 50% employer match about $104,698 at 4% or $69,798 at 6%; with 100% employer match about $78,523 at 4% or $52,349 at 6%.
2014112$1,057,546$83,076$6,923iApproximate average salary by contribution assumption: employee only about $173,075 at 4% or $115,383 at 6%; with 50% employer match about $115,383 at 4% or $76,922 at 6%; with 100% employer match about $86,538 at 4% or $57,692 at 6%.
Sound Mind Investing 401(K) Plan-12$1,057,546$83,076$6,923iApproximate average salary by contribution assumption: employee only about $173,075 at 4% or $115,383 at 6%; with 50% employer match about $115,383 at 4% or $76,922 at 6%; with 100% employer match about $86,538 at 4% or $57,692 at 6%.
2013112$825,240$91,694$7,641iApproximate average salary by contribution assumption: employee only about $191,029 at 4% or $127,353 at 6%; with 50% employer match about $127,353 at 4% or $84,902 at 6%; with 100% employer match about $95,515 at 4% or $63,676 at 6%.
Sound Mind Investing 401(K) Plan-12$825,240$91,694$7,641iApproximate average salary by contribution assumption: employee only about $191,029 at 4% or $127,353 at 6%; with 50% employer match about $127,353 at 4% or $84,902 at 6%; with 100% employer match about $95,515 at 4% or $63,676 at 6%.
2012110$536,813$106,922$10,692iApproximate average salary by contribution assumption: employee only about $267,305 at 4% or $178,203 at 6%; with 50% employer match about $178,203 at 4% or $118,802 at 6%; with 100% employer match about $133,653 at 4% or $89,102 at 6%.
Sound Mind Investing 401(K) Plan-10$536,813$106,922$10,692iApproximate average salary by contribution assumption: employee only about $267,305 at 4% or $178,203 at 6%; with 50% employer match about $178,203 at 4% or $118,802 at 6%; with 100% employer match about $133,653 at 4% or $89,102 at 6%.
201118$387,674$104,531$13,066iApproximate average salary by contribution assumption: employee only about $326,659 at 4% or $217,773 at 6%; with 50% employer match about $217,773 at 4% or $145,182 at 6%; with 100% employer match about $163,330 at 4% or $108,886 at 6%.
Sound Mind Investing 401(K) Plan-8$387,674$104,531$13,066iApproximate average salary by contribution assumption: employee only about $326,659 at 4% or $217,773 at 6%; with 50% employer match about $217,773 at 4% or $145,182 at 6%; with 100% employer match about $163,330 at 4% or $108,886 at 6%.
201018$316,651$101,486$12,686iApproximate average salary by contribution assumption: employee only about $317,144 at 4% or $211,429 at 6%; with 50% employer match about $211,429 at 4% or $140,953 at 6%; with 100% employer match about $158,572 at 4% or $105,715 at 6%.
Sound Mind Investing 401(K) Plan-8$316,651$101,486$12,686iApproximate average salary by contribution assumption: employee only about $317,144 at 4% or $211,429 at 6%; with 50% employer match about $211,429 at 4% or $140,953 at 6%; with 100% employer match about $158,572 at 4% or $105,715 at 6%.
200918$216,787$100,065$12,508iApproximate average salary by contribution assumption: employee only about $312,703 at 4% or $208,469 at 6%; with 50% employer match about $208,469 at 4% or $138,979 at 6%; with 100% employer match about $156,352 at 4% or $104,234 at 6%.
Sound Mind Investing 401(K) Plan-8$216,787$100,065$12,508iApproximate average salary by contribution assumption: employee only about $312,703 at 4% or $208,469 at 6%; with 50% employer match about $208,469 at 4% or $138,979 at 6%; with 100% employer match about $156,352 at 4% or $104,234 at 6%.
200810$82,631$90,597-
Sound Mind Investing 401(K) Plan-0$82,631$90,597-