SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION, INC.
Plan context: SOUTH BEND SYMPHONY 401(K) PLAN
EIN 35-6042189 • South Bend, IN • 17 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
6
2023 Assets
$133,870
2023 Contributions
$79,322
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 6 | $133,870 | $79,322 | $13,220iApproximate average salary by contribution assumption: employee only about $330,508 at 4% or $220,339 at 6%; with 50% employer match about $220,339 at 4% or $146,893 at 6%; with 100% employer match about $165,254 at 4% or $110,169 at 6%. |
| SOUTH BEND SYMPHONY ORCHESTRA 401(K) PLAN | - | 6 | $66,935 | $39,661 | $6,610iApproximate average salary by contribution assumption: employee only about $165,254 at 4% or $110,169 at 6%; with 50% employer match about $110,169 at 4% or $73,446 at 6%; with 100% employer match about $82,627 at 4% or $55,085 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 6 | $66,935 | $39,661 | $6,610iApproximate average salary by contribution assumption: employee only about $165,254 at 4% or $110,169 at 6%; with 50% employer match about $110,169 at 4% or $73,446 at 6%; with 100% employer match about $82,627 at 4% or $55,085 at 6%. |
| 2022 | 1 | 6 | $20,262 | $18,827 | $3,138iApproximate average salary by contribution assumption: employee only about $78,446 at 4% or $52,297 at 6%; with 50% employer match about $52,297 at 4% or $34,865 at 6%; with 100% employer match about $39,223 at 4% or $26,149 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 6 | $20,262 | $18,827 | $3,138iApproximate average salary by contribution assumption: employee only about $78,446 at 4% or $52,297 at 6%; with 50% employer match about $52,297 at 4% or $34,865 at 6%; with 100% employer match about $39,223 at 4% or $26,149 at 6%. |
| 2021 | 1 | 0 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2020 | 1 | 0 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2019 | 1 | 0 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2018 | 1 | 0 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2017 | 1 | 0 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2016 | 1 | 0 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 0 | $0 | $0 | - |
| 2015 | 1 | 1 | $434,863 | $22,368 | $22,368iApproximate average salary by contribution assumption: employee only about $559,200 at 4% or $372,800 at 6%; with 50% employer match about $372,800 at 4% or $248,533 at 6%; with 100% employer match about $279,600 at 4% or $186,400 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 1 | $434,863 | $22,368 | $22,368iApproximate average salary by contribution assumption: employee only about $559,200 at 4% or $372,800 at 6%; with 50% employer match about $372,800 at 4% or $248,533 at 6%; with 100% employer match about $279,600 at 4% or $186,400 at 6%. |
| 2014 | 1 | 3 | $758,474 | $43,052 | $14,351iApproximate average salary by contribution assumption: employee only about $358,767 at 4% or $239,178 at 6%; with 50% employer match about $239,178 at 4% or $159,452 at 6%; with 100% employer match about $179,383 at 4% or $119,589 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 3 | $758,474 | $43,052 | $14,351iApproximate average salary by contribution assumption: employee only about $358,767 at 4% or $239,178 at 6%; with 50% employer match about $239,178 at 4% or $159,452 at 6%; with 100% employer match about $179,383 at 4% or $119,589 at 6%. |
| 2013 | 1 | 2 | $707,696 | $42,271 | $21,136iApproximate average salary by contribution assumption: employee only about $528,388 at 4% or $352,258 at 6%; with 50% employer match about $352,258 at 4% or $234,839 at 6%; with 100% employer match about $264,194 at 4% or $176,129 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 2 | $707,696 | $42,271 | $21,136iApproximate average salary by contribution assumption: employee only about $528,388 at 4% or $352,258 at 6%; with 50% employer match about $352,258 at 4% or $234,839 at 6%; with 100% employer match about $264,194 at 4% or $176,129 at 6%. |
| 2012 | 1 | 2 | $576,026 | $42,929 | $21,465iApproximate average salary by contribution assumption: employee only about $536,613 at 4% or $357,742 at 6%; with 50% employer match about $357,742 at 4% or $238,494 at 6%; with 100% employer match about $268,306 at 4% or $178,871 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 2 | $576,026 | $42,929 | $21,465iApproximate average salary by contribution assumption: employee only about $536,613 at 4% or $357,742 at 6%; with 50% employer match about $357,742 at 4% or $238,494 at 6%; with 100% employer match about $268,306 at 4% or $178,871 at 6%. |
| 2011 | 1 | 2 | $485,915 | $177,739 | $88,870iApproximate average salary by contribution assumption: employee only about $2,221,738 at 4% or $1,481,158 at 6%; with 50% employer match about $1,481,158 at 4% or $987,439 at 6%; with 100% employer match about $1,110,869 at 4% or $740,579 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 2 | $485,915 | $177,739 | $88,870iApproximate average salary by contribution assumption: employee only about $2,221,738 at 4% or $1,481,158 at 6%; with 50% employer match about $1,481,158 at 4% or $987,439 at 6%; with 100% employer match about $1,110,869 at 4% or $740,579 at 6%. |
| 2010 | 1 | 2 | $301,763 | $132,938 | $66,469iApproximate average salary by contribution assumption: employee only about $1,661,725 at 4% or $1,107,817 at 6%; with 50% employer match about $1,107,817 at 4% or $738,544 at 6%; with 100% employer match about $830,863 at 4% or $553,908 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 2 | $301,763 | $132,938 | $66,469iApproximate average salary by contribution assumption: employee only about $1,661,725 at 4% or $1,107,817 at 6%; with 50% employer match about $1,107,817 at 4% or $738,544 at 6%; with 100% employer match about $830,863 at 4% or $553,908 at 6%. |
| 2009 | 1 | 2 | $141,857 | $126,341 | $63,171iApproximate average salary by contribution assumption: employee only about $1,579,263 at 4% or $1,052,842 at 6%; with 50% employer match about $1,052,842 at 4% or $701,894 at 6%; with 100% employer match about $789,631 at 4% or $526,421 at 6%. |
| SOUTH BEND SYMPHONY 401(K) PLAN | - | 2 | $141,857 | $126,341 | $63,171iApproximate average salary by contribution assumption: employee only about $1,579,263 at 4% or $1,052,842 at 6%; with 50% employer match about $1,052,842 at 4% or $701,894 at 6%; with 100% employer match about $789,631 at 4% or $526,421 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| SOUTH BEND SYMPHONY 401K PLAN | - | 2 | - | - | - |