Civic Intelligence

The Sorrel Group LLC

Plan context: The Sorrel Group 401K Plan

EIN 34-1928880 • Alexandria, VA • 35 filings • 4 plans

2308 Mt. Vernon Avenue, Suite 808Alexandria, VA 22301
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,678,169

2024 Contributions

$28,347

Historical Graphs

Total Assets Over Time

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

$6,332,067$3,166,034$0200620162024YearValue
$2,678,169Latest year 2024

Participants Over Time

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

420200620152024YearValue
3Latest 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
202413$2,678,169$28,347$9,449iApproximate average salary by contribution assumption: employee only about $236,225 at 4% or $157,483 at 6%; with 50% employer match about $157,483 at 4% or $104,989 at 6%; with 100% employer match about $118,113 at 4% or $78,742 at 6%.
The Sorrel Group 401K Plan-3$2,678,169$28,347$9,449iApproximate average salary by contribution assumption: employee only about $236,225 at 4% or $157,483 at 6%; with 50% employer match about $157,483 at 4% or $104,989 at 6%; with 100% employer match about $118,113 at 4% or $78,742 at 6%.
202313$6,252,619$42,204$14,068iApproximate average salary by contribution assumption: employee only about $351,700 at 4% or $234,467 at 6%; with 50% employer match about $234,467 at 4% or $156,311 at 6%; with 100% employer match about $175,850 at 4% or $117,233 at 6%.
The Sorrel Group 401K Plan-3$6,252,619$42,204$14,068iApproximate average salary by contribution assumption: employee only about $351,700 at 4% or $234,467 at 6%; with 50% employer match about $234,467 at 4% or $156,311 at 6%; with 100% employer match about $175,850 at 4% or $117,233 at 6%.
202213$5,423,036$85,371$28,457iApproximate average salary by contribution assumption: employee only about $711,425 at 4% or $474,283 at 6%; with 50% employer match about $474,283 at 4% or $316,189 at 6%; with 100% employer match about $355,713 at 4% or $237,142 at 6%.
The Sorrel Group 401K Plan-3$5,423,036$85,371$28,457iApproximate average salary by contribution assumption: employee only about $711,425 at 4% or $474,283 at 6%; with 50% employer match about $474,283 at 4% or $316,189 at 6%; with 100% employer match about $355,713 at 4% or $237,142 at 6%.
202123$6,332,067$2,523,858$841,286iApproximate average salary by contribution assumption: employee only about $21,032,150 at 4% or $14,021,433 at 6%; with 50% employer match about $14,021,433 at 4% or $9,347,622 at 6%; with 100% employer match about $10,516,075 at 4% or $7,010,717 at 6%.
The Sorrel Group 401K Plan-3$6,332,067$2,523,858$841,286iApproximate average salary by contribution assumption: employee only about $21,032,150 at 4% or $14,021,433 at 6%; with 50% employer match about $14,021,433 at 4% or $9,347,622 at 6%; with 100% employer match about $10,516,075 at 4% or $7,010,717 at 6%.
The Sorrel Group LLC Defined Benefit Plan-0$0$0-
202023$5,305,819$94,029$31,343iApproximate average salary by contribution assumption: employee only about $783,575 at 4% or $522,383 at 6%; with 50% employer match about $522,383 at 4% or $348,256 at 6%; with 100% employer match about $391,788 at 4% or $261,192 at 6%.
The Sorrel Group LLC Defined Benefit Plan-3$2,768,510$0-
The Sorrel Group 401K Plan-3$2,537,309$94,029$31,343iApproximate average salary by contribution assumption: employee only about $783,575 at 4% or $522,383 at 6%; with 50% employer match about $522,383 at 4% or $348,256 at 6%; with 100% employer match about $391,788 at 4% or $261,192 at 6%.
201923$5,248,208$218,429$72,810iApproximate average salary by contribution assumption: employee only about $1,820,242 at 4% or $1,213,494 at 6%; with 50% employer match about $1,213,494 at 4% or $808,996 at 6%; with 100% employer match about $910,121 at 4% or $606,747 at 6%.
The Sorrel Group LLC Defined Benefit Plan-3$3,113,313$138,800$46,267iApproximate average salary by contribution assumption: employee only about $1,156,667 at 4% or $771,111 at 6%; with 50% employer match about $771,111 at 4% or $514,074 at 6%; with 100% employer match about $578,333 at 4% or $385,556 at 6%.
The Sorrel Group 401K Plan-3$2,134,895$79,629$26,543iApproximate average salary by contribution assumption: employee only about $663,575 at 4% or $442,383 at 6%; with 50% employer match about $442,383 at 4% or $294,922 at 6%; with 100% employer match about $331,788 at 4% or $221,192 at 6%.
201833$5,943,654$267,602$89,201iApproximate average salary by contribution assumption: employee only about $2,230,017 at 4% or $1,486,678 at 6%; with 50% employer match about $1,486,678 at 4% or $991,119 at 6%; with 100% employer match about $1,115,008 at 4% or $743,339 at 6%.
The Sorrel Group LLC Defined Benefit Plan-3$2,450,238$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
The Sorrel Group 401K Plan-3$1,747,880$87,084$29,028iApproximate average salary by contribution assumption: employee only about $725,700 at 4% or $483,800 at 6%; with 50% employer match about $483,800 at 4% or $322,533 at 6%; with 100% employer match about $362,850 at 4% or $241,900 at 6%.
The Sorrel Group 401K Plan-3$1,745,536$80,518$26,839iApproximate average salary by contribution assumption: employee only about $670,983 at 4% or $447,322 at 6%; with 50% employer match about $447,322 at 4% or $298,215 at 6%; with 100% employer match about $335,492 at 4% or $223,661 at 6%.
201724$4,329,282$386,471$96,618iApproximate average salary by contribution assumption: employee only about $2,415,444 at 4% or $1,610,296 at 6%; with 50% employer match about $1,610,296 at 4% or $1,073,531 at 6%; with 100% employer match about $1,207,722 at 4% or $805,148 at 6%.
The Sorrel Group LLC Defined Benefit Plan-3$2,656,718$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
The Sorrel Group 401K Plan-4$1,672,564$86,471$21,618iApproximate average salary by contribution assumption: employee only about $540,444 at 4% or $360,296 at 6%; with 50% employer match about $360,296 at 4% or $240,197 at 6%; with 100% employer match about $270,222 at 4% or $180,148 at 6%.
201623$3,327,929$382,934$127,645iApproximate average salary by contribution assumption: employee only about $3,191,117 at 4% or $2,127,411 at 6%; with 50% employer match about $2,127,411 at 4% or $1,418,274 at 6%; with 100% employer match about $1,595,558 at 4% or $1,063,706 at 6%.
The Sorrel Group LLC Defined Benefit Plan-3$1,980,971$322,000$107,333iApproximate average salary by contribution assumption: employee only about $2,683,333 at 4% or $1,788,889 at 6%; with 50% employer match about $1,788,889 at 4% or $1,192,593 at 6%; with 100% employer match about $1,341,667 at 4% or $894,444 at 6%.
The Sorrel Group 401K Plan-3$1,346,958$60,934$20,311iApproximate average salary by contribution assumption: employee only about $507,783 at 4% or $338,522 at 6%; with 50% employer match about $338,522 at 4% or $225,681 at 6%; with 100% employer match about $253,892 at 4% or $169,261 at 6%.
201523$2,275,943$393,739$131,246iApproximate average salary by contribution assumption: employee only about $3,281,158 at 4% or $2,187,439 at 6%; with 50% employer match about $2,187,439 at 4% or $1,458,293 at 6%; with 100% employer match about $1,640,579 at 4% or $1,093,719 at 6%.
The Sorrel Group LLC Defined Benefit Plan-2$1,408,595$305,500$152,750iApproximate average salary by contribution assumption: employee only about $3,818,750 at 4% or $2,545,833 at 6%; with 50% employer match about $2,545,833 at 4% or $1,697,222 at 6%; with 100% employer match about $1,909,375 at 4% or $1,272,917 at 6%.
The Sorrel Group 401K Plan-3$867,348$88,239$29,413iApproximate average salary by contribution assumption: employee only about $735,325 at 4% or $490,217 at 6%; with 50% employer match about $490,217 at 4% or $326,811 at 6%; with 100% employer match about $367,663 at 4% or $245,108 at 6%.
201423$2,133,432$393,410$131,137iApproximate average salary by contribution assumption: employee only about $3,278,417 at 4% or $2,185,611 at 6%; with 50% employer match about $2,185,611 at 4% or $1,457,074 at 6%; with 100% employer match about $1,639,208 at 4% or $1,092,806 at 6%.
The Sorrel Group LLC Defined Benefit Plan-2$1,222,756$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
The Sorrel Group 401K Plan-3$910,676$93,410$31,137iApproximate average salary by contribution assumption: employee only about $778,417 at 4% or $518,944 at 6%; with 50% employer match about $518,944 at 4% or $345,963 at 6%; with 100% employer match about $389,208 at 4% or $259,472 at 6%.
201322$1,878,410$360,616$180,308iApproximate average salary by contribution assumption: employee only about $4,507,700 at 4% or $3,005,133 at 6%; with 50% employer match about $3,005,133 at 4% or $2,003,422 at 6%; with 100% employer match about $2,253,850 at 4% or $1,502,567 at 6%.
The Sorrel Group LLC Defined Benefit Plan-2$1,007,145$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
The Sorrel Group 401K Plan-2$871,265$60,616$30,308iApproximate average salary by contribution assumption: employee only about $757,700 at 4% or $505,133 at 6%; with 50% employer match about $505,133 at 4% or $336,756 at 6%; with 100% employer match about $378,850 at 4% or $252,567 at 6%.
201222$1,148,609$193,199$96,600iApproximate average salary by contribution assumption: employee only about $2,414,988 at 4% or $1,609,992 at 6%; with 50% employer match about $1,609,992 at 4% or $1,073,328 at 6%; with 100% employer match about $1,207,494 at 4% or $804,996 at 6%.
The Sorrel Group 401K Plan-2$623,250$53,258$26,629iApproximate average salary by contribution assumption: employee only about $665,725 at 4% or $443,817 at 6%; with 50% employer match about $443,817 at 4% or $295,878 at 6%; with 100% employer match about $332,863 at 4% or $221,908 at 6%.
The Sorrel Group LLC Defined Benefit Plan-2$525,359$139,941$69,971iApproximate average salary by contribution assumption: employee only about $1,749,263 at 4% or $1,166,175 at 6%; with 50% employer match about $1,166,175 at 4% or $777,450 at 6%; with 100% employer match about $874,631 at 4% or $583,088 at 6%.
201122$853,341$94,238$47,119iApproximate average salary by contribution assumption: employee only about $1,177,975 at 4% or $785,317 at 6%; with 50% employer match about $785,317 at 4% or $523,544 at 6%; with 100% employer match about $588,988 at 4% or $392,658 at 6%.
The Sorrel Group 401K Plan-2$473,751$44,238$22,119iApproximate average salary by contribution assumption: employee only about $552,975 at 4% or $368,650 at 6%; with 50% employer match about $368,650 at 4% or $245,767 at 6%; with 100% employer match about $276,488 at 4% or $184,325 at 6%.
The Sorrel Group LLC Defined Benefit Plan-2$379,590$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201022$833,068$131,864$65,932iApproximate average salary by contribution assumption: employee only about $1,648,300 at 4% or $1,098,867 at 6%; with 50% employer match about $1,098,867 at 4% or $732,578 at 6%; with 100% employer match about $824,150 at 4% or $549,433 at 6%.
The Sorrel Group 401K Plan-2$497,732$41,864$20,932iApproximate average salary by contribution assumption: employee only about $523,300 at 4% or $348,867 at 6%; with 50% employer match about $348,867 at 4% or $232,578 at 6%; with 100% employer match about $261,650 at 4% or $174,433 at 6%.
The Sorrel Group LLC Defined Benefit Plan-2$335,336$90,000$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%.
200922$617,994$126,991$63,496iApproximate average salary by contribution assumption: employee only about $1,587,388 at 4% or $1,058,258 at 6%; with 50% employer match about $1,058,258 at 4% or $705,506 at 6%; with 100% employer match about $793,694 at 4% or $529,129 at 6%.
The Sorrel Group 401K Plan-2$410,826$36,991$18,496iApproximate average salary by contribution assumption: employee only about $462,388 at 4% or $308,258 at 6%; with 50% employer match about $308,258 at 4% or $205,506 at 6%; with 100% employer match about $231,194 at 4% or $154,129 at 6%.
The Sorrel Group LLC Defined Benefit Plan-1$207,168$90,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
200822$0$0-
The Sorrel Group 401K Plan-2---
The Sorrel Group LLC Defined Benefit Plan-2---
200722$0$0-
The Sorrel Group 401K Plan-2---
The Sorrel Group LLC Defined Benefit Plan-2---
200612$52,971$52,006$26,003iApproximate average salary by contribution assumption: employee only about $650,075 at 4% or $433,383 at 6%; with 50% employer match about $433,383 at 4% or $288,922 at 6%; with 100% employer match about $325,038 at 4% or $216,692 at 6%.
The Sorrel Group 401K Plan-2$52,971$52,006$26,003iApproximate average salary by contribution assumption: employee only about $650,075 at 4% or $433,383 at 6%; with 50% employer match about $433,383 at 4% or $288,922 at 6%; with 100% employer match about $325,038 at 4% or $216,692 at 6%.