Civic Intelligence

SOUTH BEND SYMPHONY ORCHESTRA ASSOCIATION, INC.

Plan context: SOUTH BEND SYMPHONY 401(K) PLAN

EIN 35-6042189 • South Bend, IN • 17 filings • 3 plans

127 N Michigan StSouth Bend, IN 46601-1603
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

$758,474$379,237$0200920132023YearValue
$133,870Latest year 2023

Participants Over Time

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

630200820132023YearValue
6Latest year 2023

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
202326$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%.
202216$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%.
202110$0$0-
SOUTH BEND SYMPHONY 401(K) PLAN-0$0$0-
202010$0$0-
SOUTH BEND SYMPHONY 401(K) PLAN-0$0$0-
201910$0$0-
SOUTH BEND SYMPHONY 401(K) PLAN-0$0$0-
201810$0$0-
SOUTH BEND SYMPHONY 401(K) PLAN-0$0$0-
201710$0$0-
SOUTH BEND SYMPHONY 401(K) PLAN-0$0$0-
201610$0$0-
SOUTH BEND SYMPHONY 401(K) PLAN-0$0$0-
201511$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%.
201413$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%.
201312$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%.
201212$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%.
201112$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%.
201012$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%.
200912$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%.
200812$0$0-
SOUTH BEND SYMPHONY 401K PLAN-2---