Sophis Investments LLC
Plan context: Sophis Investments LLC 401(K) Profit Sharing Plan & Trust
EIN 39-2074260 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,555,915
2024 Contributions
$1,343,335
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 | 1 | $1,555,915 | $0 | - |
| Sophis Investments LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,555,915 | - | - |
| 2023 | 1 | 1 | $1,501,881 | $0 | - |
| Sophis Investments LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,501,881 | - | - |
| 2022 | 1 | 1 | $1,412,502 | $0 | - |
| Sophis Investments LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,412,502 | - | - |
| 2021 | 1 | 1 | $1,377,996 | $1,343,335 | $1,343,335iApproximate average salary by contribution assumption: employee only about $33,583,375 at 4% or $22,388,917 at 6%; with 50% employer match about $22,388,917 at 4% or $14,925,944 at 6%; with 100% employer match about $16,791,688 at 4% or $11,194,458 at 6%. |
| Sophis Investments LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $1,377,996 | $1,343,335 | $1,343,335iApproximate average salary by contribution assumption: employee only about $33,583,375 at 4% or $22,388,917 at 6%; with 50% employer match about $22,388,917 at 4% or $14,925,944 at 6%; with 100% employer match about $16,791,688 at 4% or $11,194,458 at 6%. |
| 2020 | 1 | 0 | $0 | $0 | - |
| Sophis Investments LLC 401(K) Profit Sharing Plan & Trust | - | 0 | - | - | - |