Civic Intelligence

W. Soule & Co.

Plan context: W. Soule & Co. 401(K) Plan

EIN 38-1811731 • Portage, MI • 26 filings • 4 plans

7125 S Sprinkle RdPortage, MI 49002
Current Snapshot

Latest Year

2024

2024 Participants

82

2024 Assets

$12,798,062

2024 Contributions

$1,021,093

Historical Graphs

Total Assets Over Time

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

$15,068,227$7,534,114$0199920122024YearValue
$12,798,062Latest year 2024

Participants Over Time

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

87440199920122024YearValue
82Latest 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
2024182$12,798,062$1,021,093$12,452iApproximate average salary by contribution assumption: employee only about $311,309 at 4% or $207,539 at 6%; with 50% employer match about $207,539 at 4% or $138,359 at 6%; with 100% employer match about $155,654 at 4% or $103,770 at 6%.
W. Soule & Co. 401(K) Plan-82$12,798,062$1,021,093$12,452iApproximate average salary by contribution assumption: employee only about $311,309 at 4% or $207,539 at 6%; with 50% employer match about $207,539 at 4% or $138,359 at 6%; with 100% employer match about $155,654 at 4% or $103,770 at 6%.
2023187$12,777,459$908,794$10,446iApproximate average salary by contribution assumption: employee only about $261,148 at 4% or $174,098 at 6%; with 50% employer match about $174,098 at 4% or $116,066 at 6%; with 100% employer match about $130,574 at 4% or $87,049 at 6%.
W. Soule & Co. 401(K) Plan-87$12,777,459$908,794$10,446iApproximate average salary by contribution assumption: employee only about $261,148 at 4% or $174,098 at 6%; with 50% employer match about $174,098 at 4% or $116,066 at 6%; with 100% employer match about $130,574 at 4% or $87,049 at 6%.
2022186$12,697,253$810,940$9,430iApproximate average salary by contribution assumption: employee only about $235,738 at 4% or $157,159 at 6%; with 50% employer match about $157,159 at 4% or $104,773 at 6%; with 100% employer match about $117,869 at 4% or $78,579 at 6%.
W. Soule & Co. 401(K) Plan-86$12,697,253$810,940$9,430iApproximate average salary by contribution assumption: employee only about $235,738 at 4% or $157,159 at 6%; with 50% employer match about $157,159 at 4% or $104,773 at 6%; with 100% employer match about $117,869 at 4% or $78,579 at 6%.
2021187$15,068,227$888,881$10,217iApproximate average salary by contribution assumption: employee only about $255,426 at 4% or $170,284 at 6%; with 50% employer match about $170,284 at 4% or $113,522 at 6%; with 100% employer match about $127,713 at 4% or $85,142 at 6%.
W. Soule & Co. 401(K) Plan-87$15,068,227$888,881$10,217iApproximate average salary by contribution assumption: employee only about $255,426 at 4% or $170,284 at 6%; with 50% employer match about $170,284 at 4% or $113,522 at 6%; with 100% employer match about $127,713 at 4% or $85,142 at 6%.
2020186$13,092,627$774,510$9,006iApproximate average salary by contribution assumption: employee only about $225,148 at 4% or $150,099 at 6%; with 50% employer match about $150,099 at 4% or $100,066 at 6%; with 100% employer match about $112,574 at 4% or $75,049 at 6%.
W. Soule & Co. 401(K) Plan-86$13,092,627$774,510$9,006iApproximate average salary by contribution assumption: employee only about $225,148 at 4% or $150,099 at 6%; with 50% employer match about $150,099 at 4% or $100,066 at 6%; with 100% employer match about $112,574 at 4% or $75,049 at 6%.
2019186$10,779,337$757,629$8,810iApproximate average salary by contribution assumption: employee only about $220,241 at 4% or $146,827 at 6%; with 50% employer match about $146,827 at 4% or $97,885 at 6%; with 100% employer match about $110,120 at 4% or $73,414 at 6%.
W. Soule & Co. 401(K) Plan-86$10,779,337$757,629$8,810iApproximate average salary by contribution assumption: employee only about $220,241 at 4% or $146,827 at 6%; with 50% employer match about $146,827 at 4% or $97,885 at 6%; with 100% employer match about $110,120 at 4% or $73,414 at 6%.
2018180$8,528,478$1,254,840$15,686iApproximate average salary by contribution assumption: employee only about $392,138 at 4% or $261,425 at 6%; with 50% employer match about $261,425 at 4% or $174,283 at 6%; with 100% employer match about $196,069 at 4% or $130,713 at 6%.
W. Soule & Co. 401(K) Plan-80$8,528,478$1,254,840$15,686iApproximate average salary by contribution assumption: employee only about $392,138 at 4% or $261,425 at 6%; with 50% employer match about $261,425 at 4% or $174,283 at 6%; with 100% employer match about $196,069 at 4% or $130,713 at 6%.
2017180$8,389,488$664,942$8,312iApproximate average salary by contribution assumption: employee only about $207,794 at 4% or $138,530 at 6%; with 50% employer match about $138,530 at 4% or $92,353 at 6%; with 100% employer match about $103,897 at 4% or $69,265 at 6%.
W. Soule & Co. 401(K) Plan-80$8,389,488$664,942$8,312iApproximate average salary by contribution assumption: employee only about $207,794 at 4% or $138,530 at 6%; with 50% employer match about $138,530 at 4% or $92,353 at 6%; with 100% employer match about $103,897 at 4% or $69,265 at 6%.
2016179$7,979,071$636,053$8,051iApproximate average salary by contribution assumption: employee only about $201,283 at 4% or $134,188 at 6%; with 50% employer match about $134,188 at 4% or $89,459 at 6%; with 100% employer match about $100,641 at 4% or $67,094 at 6%.
W. Soule & Co. 401(K) Plan-79$7,979,071$636,053$8,051iApproximate average salary by contribution assumption: employee only about $201,283 at 4% or $134,188 at 6%; with 50% employer match about $134,188 at 4% or $89,459 at 6%; with 100% employer match about $100,641 at 4% or $67,094 at 6%.
2015176$7,273,003$616,289$8,109iApproximate average salary by contribution assumption: employee only about $202,727 at 4% or $135,151 at 6%; with 50% employer match about $135,151 at 4% or $90,101 at 6%; with 100% employer match about $101,363 at 4% or $67,576 at 6%.
W. Soule & Co. 401(K) Plan-76$7,273,003$616,289$8,109iApproximate average salary by contribution assumption: employee only about $202,727 at 4% or $135,151 at 6%; with 50% employer match about $135,151 at 4% or $90,101 at 6%; with 100% employer match about $101,363 at 4% or $67,576 at 6%.
2014164$6,943,877$542,764$8,481iApproximate average salary by contribution assumption: employee only about $212,017 at 4% or $141,345 at 6%; with 50% employer match about $141,345 at 4% or $94,230 at 6%; with 100% employer match about $106,009 at 4% or $70,672 at 6%.
W. Soule & Co. 401(K) Plan-64$6,943,877$542,764$8,481iApproximate average salary by contribution assumption: employee only about $212,017 at 4% or $141,345 at 6%; with 50% employer match about $141,345 at 4% or $94,230 at 6%; with 100% employer match about $106,009 at 4% or $70,672 at 6%.
2013158$6,346,332$717,633$12,373iApproximate average salary by contribution assumption: employee only about $309,325 at 4% or $206,216 at 6%; with 50% employer match about $206,216 at 4% or $137,478 at 6%; with 100% employer match about $154,662 at 4% or $103,108 at 6%.
W. Soule & Co. 401(K) Plan-58$6,346,332$717,633$12,373iApproximate average salary by contribution assumption: employee only about $309,325 at 4% or $206,216 at 6%; with 50% employer match about $206,216 at 4% or $137,478 at 6%; with 100% employer match about $154,662 at 4% or $103,108 at 6%.
2012155$5,011,021$777,394$14,134iApproximate average salary by contribution assumption: employee only about $353,361 at 4% or $235,574 at 6%; with 50% employer match about $235,574 at 4% or $157,049 at 6%; with 100% employer match about $176,680 at 4% or $117,787 at 6%.
W. Soule & Co. 401(K) Plan-55$5,011,021$777,394$14,134iApproximate average salary by contribution assumption: employee only about $353,361 at 4% or $235,574 at 6%; with 50% employer match about $235,574 at 4% or $157,049 at 6%; with 100% employer match about $176,680 at 4% or $117,787 at 6%.
2011158$4,040,904$387,426$6,680iApproximate average salary by contribution assumption: employee only about $166,994 at 4% or $111,329 at 6%; with 50% employer match about $111,329 at 4% or $74,220 at 6%; with 100% employer match about $83,497 at 4% or $55,665 at 6%.
W. Soule & Co. 401(K) Plan-58$4,040,904$387,426$6,680iApproximate average salary by contribution assumption: employee only about $166,994 at 4% or $111,329 at 6%; with 50% employer match about $111,329 at 4% or $74,220 at 6%; with 100% employer match about $83,497 at 4% or $55,665 at 6%.
2010167$4,115,082$414,921$6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,809 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%.
W. Soule & Co. 401(K) Plan-67$4,115,082$414,921$6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,809 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%.
2009174$3,768,061$450,163$6,083iApproximate average salary by contribution assumption: employee only about $152,082 at 4% or $101,388 at 6%; with 50% employer match about $101,388 at 4% or $67,592 at 6%; with 100% employer match about $76,041 at 4% or $50,694 at 6%.
W. Soule & Co. 401(K) Plan-74$3,768,061$450,163$6,083iApproximate average salary by contribution assumption: employee only about $152,082 at 4% or $101,388 at 6%; with 50% employer match about $101,388 at 4% or $67,592 at 6%; with 100% employer match about $76,041 at 4% or $50,694 at 6%.
2008158$2,689,571$480,428$8,283iApproximate average salary by contribution assumption: employee only about $207,081 at 4% or $138,054 at 6%; with 50% employer match about $138,054 at 4% or $92,036 at 6%; with 100% employer match about $103,541 at 4% or $69,027 at 6%.
W. Soule & Co. 401(K) Plan-58$2,689,571$480,428$8,283iApproximate average salary by contribution assumption: employee only about $207,081 at 4% or $138,054 at 6%; with 50% employer match about $138,054 at 4% or $92,036 at 6%; with 100% employer match about $103,541 at 4% or $69,027 at 6%.
2007145$3,275,614$425,080$9,446iApproximate average salary by contribution assumption: employee only about $236,156 at 4% or $157,437 at 6%; with 50% employer match about $157,437 at 4% or $104,958 at 6%; with 100% employer match about $118,078 at 4% or $78,719 at 6%.
W. Soule & Co. 401(K) Plan-45$3,275,614$425,080$9,446iApproximate average salary by contribution assumption: employee only about $236,156 at 4% or $157,437 at 6%; with 50% employer match about $157,437 at 4% or $104,958 at 6%; with 100% employer match about $118,078 at 4% or $78,719 at 6%.
2006140$2,903,272$527,540$13,189iApproximate average salary by contribution assumption: employee only about $329,713 at 4% or $219,808 at 6%; with 50% employer match about $219,808 at 4% or $146,539 at 6%; with 100% employer match about $164,856 at 4% or $109,904 at 6%.
W. Soule & Co. 401(K) Plan-40$2,903,272$527,540$13,189iApproximate average salary by contribution assumption: employee only about $329,713 at 4% or $219,808 at 6%; with 50% employer match about $219,808 at 4% or $146,539 at 6%; with 100% employer match about $164,856 at 4% or $109,904 at 6%.
2005130$2,243,176$250,579$8,353iApproximate average salary by contribution assumption: employee only about $208,816 at 4% or $139,211 at 6%; with 50% employer match about $139,211 at 4% or $92,807 at 6%; with 100% employer match about $104,408 at 4% or $69,605 at 6%.
W. Soule & Co. 401(K) Plan-30$2,243,176$250,579$8,353iApproximate average salary by contribution assumption: employee only about $208,816 at 4% or $139,211 at 6%; with 50% employer match about $139,211 at 4% or $92,807 at 6%; with 100% employer match about $104,408 at 4% or $69,605 at 6%.
2004131$2,078,397$237,346$7,656iApproximate average salary by contribution assumption: employee only about $191,408 at 4% or $127,605 at 6%; with 50% employer match about $127,605 at 4% or $85,070 at 6%; with 100% employer match about $95,704 at 4% or $63,803 at 6%.
W. Soule & Co. 401(K) Plan-31$2,078,397$237,346$7,656iApproximate average salary by contribution assumption: employee only about $191,408 at 4% or $127,605 at 6%; with 50% employer match about $127,605 at 4% or $85,070 at 6%; with 100% employer match about $95,704 at 4% or $63,803 at 6%.
2003135$1,786,332$273,380$7,811iApproximate average salary by contribution assumption: employee only about $195,271 at 4% or $130,181 at 6%; with 50% employer match about $130,181 at 4% or $86,787 at 6%; with 100% employer match about $97,636 at 4% or $65,090 at 6%.
W. Soule & Co. 401(K) Plan-35$1,786,332$273,380$7,811iApproximate average salary by contribution assumption: employee only about $195,271 at 4% or $130,181 at 6%; with 50% employer match about $130,181 at 4% or $86,787 at 6%; with 100% employer match about $97,636 at 4% or $65,090 at 6%.
2002139$1,299,242$333,610$8,554iApproximate average salary by contribution assumption: employee only about $213,853 at 4% or $142,568 at 6%; with 50% employer match about $142,568 at 4% or $95,046 at 6%; with 100% employer match about $106,926 at 4% or $71,284 at 6%.
W. Soule & Co. 401(K) Plan-39$1,299,242$333,610$8,554iApproximate average salary by contribution assumption: employee only about $213,853 at 4% or $142,568 at 6%; with 50% employer match about $142,568 at 4% or $95,046 at 6%; with 100% employer match about $106,926 at 4% or $71,284 at 6%.
2001137$1,323,820$301,270$8,142iApproximate average salary by contribution assumption: employee only about $203,561 at 4% or $135,707 at 6%; with 50% employer match about $135,707 at 4% or $90,471 at 6%; with 100% employer match about $101,780 at 4% or $67,854 at 6%.
W. Soule & Co. 401(K) Plan-37$1,323,820$301,270$8,142iApproximate average salary by contribution assumption: employee only about $203,561 at 4% or $135,707 at 6%; with 50% employer match about $135,707 at 4% or $90,471 at 6%; with 100% employer match about $101,780 at 4% or $67,854 at 6%.
2000138$1,384,803$277,887$7,313iApproximate average salary by contribution assumption: employee only about $182,820 at 4% or $121,880 at 6%; with 50% employer match about $121,880 at 4% or $81,254 at 6%; with 100% employer match about $91,410 at 4% or $60,940 at 6%.
W. Soule & Co. 401(K) Plan-38$1,384,803$277,887$7,313iApproximate average salary by contribution assumption: employee only about $182,820 at 4% or $121,880 at 6%; with 50% employer match about $121,880 at 4% or $81,254 at 6%; with 100% employer match about $91,410 at 4% or $60,940 at 6%.
1999135$1,398,891$324,621$9,275iApproximate average salary by contribution assumption: employee only about $231,872 at 4% or $154,581 at 6%; with 50% employer match about $154,581 at 4% or $103,054 at 6%; with 100% employer match about $115,936 at 4% or $77,291 at 6%.
W. Soule & Co. 401(K) Plan-35$1,398,891$324,621$9,275iApproximate average salary by contribution assumption: employee only about $231,872 at 4% or $154,581 at 6%; with 50% employer match about $154,581 at 4% or $103,054 at 6%; with 100% employer match about $115,936 at 4% or $77,291 at 6%.