SOAR CASE MANAGEMENT SERVICES, INC.
Plan context: SOAR CASE MANAGEMENT, INC. 401(K) PLAN
EIN 39-1917503 • Little Chute, WI • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$542,800
2024 Contributions
$84,674
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 32 | $542,800 | $84,674 | $2,646iApproximate average salary by contribution assumption: employee only about $66,152 at 4% or $44,101 at 6%; with 50% employer match about $44,101 at 4% or $29,401 at 6%; with 100% employer match about $33,076 at 4% or $22,051 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 32 | $542,800 | $84,674 | $2,646iApproximate average salary by contribution assumption: employee only about $66,152 at 4% or $44,101 at 6%; with 50% employer match about $44,101 at 4% or $29,401 at 6%; with 100% employer match about $33,076 at 4% or $22,051 at 6%. |
| 2023 | 1 | 28 | $452,247 | $82,660 | $2,952iApproximate average salary by contribution assumption: employee only about $73,804 at 4% or $49,202 at 6%; with 50% employer match about $49,202 at 4% or $32,802 at 6%; with 100% employer match about $36,902 at 4% or $24,601 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 28 | $452,247 | $82,660 | $2,952iApproximate average salary by contribution assumption: employee only about $73,804 at 4% or $49,202 at 6%; with 50% employer match about $49,202 at 4% or $32,802 at 6%; with 100% employer match about $36,902 at 4% or $24,601 at 6%. |
| 2022 | 1 | 21 | $329,477 | $157,949 | $7,521iApproximate average salary by contribution assumption: employee only about $188,035 at 4% or $125,356 at 6%; with 50% employer match about $125,356 at 4% or $83,571 at 6%; with 100% employer match about $94,017 at 4% or $62,678 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 21 | $329,477 | $157,949 | $7,521iApproximate average salary by contribution assumption: employee only about $188,035 at 4% or $125,356 at 6%; with 50% employer match about $125,356 at 4% or $83,571 at 6%; with 100% employer match about $94,017 at 4% or $62,678 at 6%. |
| 2021 | 1 | 13 | $228,806 | $53,224 | $4,094iApproximate average salary by contribution assumption: employee only about $102,354 at 4% or $68,236 at 6%; with 50% employer match about $68,236 at 4% or $45,491 at 6%; with 100% employer match about $51,177 at 4% or $34,118 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 13 | $228,806 | $53,224 | $4,094iApproximate average salary by contribution assumption: employee only about $102,354 at 4% or $68,236 at 6%; with 50% employer match about $68,236 at 4% or $45,491 at 6%; with 100% employer match about $51,177 at 4% or $34,118 at 6%. |
| 2020 | 1 | 12 | $175,839 | $51,734 | $4,311iApproximate average salary by contribution assumption: employee only about $107,779 at 4% or $71,853 at 6%; with 50% employer match about $71,853 at 4% or $47,902 at 6%; with 100% employer match about $53,890 at 4% or $35,926 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 12 | $175,839 | $51,734 | $4,311iApproximate average salary by contribution assumption: employee only about $107,779 at 4% or $71,853 at 6%; with 50% employer match about $71,853 at 4% or $47,902 at 6%; with 100% employer match about $53,890 at 4% or $35,926 at 6%. |
| 2019 | 1 | 12 | $121,310 | $57,586 | $4,799iApproximate average salary by contribution assumption: employee only about $119,971 at 4% or $79,981 at 6%; with 50% employer match about $79,981 at 4% or $53,320 at 6%; with 100% employer match about $59,985 at 4% or $39,990 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 12 | $121,310 | $57,586 | $4,799iApproximate average salary by contribution assumption: employee only about $119,971 at 4% or $79,981 at 6%; with 50% employer match about $79,981 at 4% or $53,320 at 6%; with 100% employer match about $59,985 at 4% or $39,990 at 6%. |
| 2018 | 1 | 9 | $50,864 | $52,767 | $5,863iApproximate average salary by contribution assumption: employee only about $146,575 at 4% or $97,717 at 6%; with 50% employer match about $97,717 at 4% or $65,144 at 6%; with 100% employer match about $73,288 at 4% or $48,858 at 6%. |
| SOAR CASE MANAGEMENT, INC. 401(K) PLAN | - | 9 | $50,864 | $52,767 | $5,863iApproximate average salary by contribution assumption: employee only about $146,575 at 4% or $97,717 at 6%; with 50% employer match about $97,717 at 4% or $65,144 at 6%; with 100% employer match about $73,288 at 4% or $48,858 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| GROUP HEALTH INSURANCE | - | 0 | - | - | - |