Civic Intelligence

Sokol Associates Inc.

Plan context: Sokol Associates Inc. Retirement Plan

EIN 41-1970041 • Oakdale, MN • 15 filings • 1 plans

1354 Helmo Avenue NorthOakdale, MN 55128
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$2,286,161

2024 Contributions

$115,592

Historical Graphs

Total Assets Over Time

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

$2,948,689$1,474,345$0201020172024YearValue
$2,286,161Latest year 2024

Participants Over Time

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

25130201020172024YearValue
14Latest 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
2024114$2,286,161$115,592$8,257iApproximate average salary by contribution assumption: employee only about $206,414 at 4% or $137,610 at 6%; with 50% employer match about $137,610 at 4% or $91,740 at 6%; with 100% employer match about $103,207 at 4% or $68,805 at 6%.
Sokol Associates Inc. Retirement Plan-14$2,286,161$115,592$8,257iApproximate average salary by contribution assumption: employee only about $206,414 at 4% or $137,610 at 6%; with 50% employer match about $137,610 at 4% or $91,740 at 6%; with 100% employer match about $103,207 at 4% or $68,805 at 6%.
2023113$1,998,699$127,960$9,843iApproximate average salary by contribution assumption: employee only about $246,077 at 4% or $164,051 at 6%; with 50% employer match about $164,051 at 4% or $109,368 at 6%; with 100% employer match about $123,038 at 4% or $82,026 at 6%.
Sokol Associates Inc. Retirement Plan-13$1,998,699$127,960$9,843iApproximate average salary by contribution assumption: employee only about $246,077 at 4% or $164,051 at 6%; with 50% employer match about $164,051 at 4% or $109,368 at 6%; with 100% employer match about $123,038 at 4% or $82,026 at 6%.
2022115$1,890,269$183,043$12,203iApproximate average salary by contribution assumption: employee only about $305,072 at 4% or $203,381 at 6%; with 50% employer match about $203,381 at 4% or $135,587 at 6%; with 100% employer match about $152,536 at 4% or $101,691 at 6%.
Sokol Associates Inc. Retirement Plan-15$1,890,269$183,043$12,203iApproximate average salary by contribution assumption: employee only about $305,072 at 4% or $203,381 at 6%; with 50% employer match about $203,381 at 4% or $135,587 at 6%; with 100% employer match about $152,536 at 4% or $101,691 at 6%.
2021114$2,139,979$142,285$10,163iApproximate average salary by contribution assumption: employee only about $254,080 at 4% or $169,387 at 6%; with 50% employer match about $169,387 at 4% or $112,925 at 6%; with 100% employer match about $127,040 at 4% or $84,693 at 6%.
Sokol Associates Inc. Retirement Plan-14$2,139,979$142,285$10,163iApproximate average salary by contribution assumption: employee only about $254,080 at 4% or $169,387 at 6%; with 50% employer match about $169,387 at 4% or $112,925 at 6%; with 100% employer match about $127,040 at 4% or $84,693 at 6%.
2020114$1,762,480$153,038$10,931iApproximate average salary by contribution assumption: employee only about $273,282 at 4% or $182,188 at 6%; with 50% employer match about $182,188 at 4% or $121,459 at 6%; with 100% employer match about $136,641 at 4% or $91,094 at 6%.
Sokol Associates Inc. Retirement Plan-14$1,762,480$153,038$10,931iApproximate average salary by contribution assumption: employee only about $273,282 at 4% or $182,188 at 6%; with 50% employer match about $182,188 at 4% or $121,459 at 6%; with 100% employer match about $136,641 at 4% or $91,094 at 6%.
2019113$1,384,362$93,829$7,218iApproximate average salary by contribution assumption: employee only about $180,440 at 4% or $120,294 at 6%; with 50% employer match about $120,294 at 4% or $80,196 at 6%; with 100% employer match about $90,220 at 4% or $60,147 at 6%.
Sokol Associates Inc. Retirement Plan-13$1,384,362$93,829$7,218iApproximate average salary by contribution assumption: employee only about $180,440 at 4% or $120,294 at 6%; with 50% employer match about $120,294 at 4% or $80,196 at 6%; with 100% employer match about $90,220 at 4% or $60,147 at 6%.
2018112$1,230,947$117,219$9,768iApproximate average salary by contribution assumption: employee only about $244,206 at 4% or $162,804 at 6%; with 50% employer match about $162,804 at 4% or $108,536 at 6%; with 100% employer match about $122,103 at 4% or $81,402 at 6%.
Sokol Associates Inc. Retirement Plan-12$1,230,947$117,219$9,768iApproximate average salary by contribution assumption: employee only about $244,206 at 4% or $162,804 at 6%; with 50% employer match about $162,804 at 4% or $108,536 at 6%; with 100% employer match about $122,103 at 4% or $81,402 at 6%.
2017113$2,016,671$119,046$9,157iApproximate average salary by contribution assumption: employee only about $228,935 at 4% or $152,623 at 6%; with 50% employer match about $152,623 at 4% or $101,749 at 6%; with 100% employer match about $114,467 at 4% or $76,312 at 6%.
Sokol Associates Inc. Retirement Plan-13$2,016,671$119,046$9,157iApproximate average salary by contribution assumption: employee only about $228,935 at 4% or $152,623 at 6%; with 50% employer match about $152,623 at 4% or $101,749 at 6%; with 100% employer match about $114,467 at 4% or $76,312 at 6%.
2016114$1,791,870$154,275$11,020iApproximate average salary by contribution assumption: employee only about $275,491 at 4% or $183,661 at 6%; with 50% employer match about $183,661 at 4% or $122,440 at 6%; with 100% employer match about $137,746 at 4% or $91,830 at 6%.
Sokol Associates Inc. Retirement Plan-14$1,791,870$154,275$11,020iApproximate average salary by contribution assumption: employee only about $275,491 at 4% or $183,661 at 6%; with 50% employer match about $183,661 at 4% or $122,440 at 6%; with 100% employer match about $137,746 at 4% or $91,830 at 6%.
2015115$1,508,584$136,486$9,099iApproximate average salary by contribution assumption: employee only about $227,477 at 4% or $151,651 at 6%; with 50% employer match about $151,651 at 4% or $101,101 at 6%; with 100% employer match about $113,738 at 4% or $75,826 at 6%.
Sokol Associates Inc. Retirement Plan-15$1,508,584$136,486$9,099iApproximate average salary by contribution assumption: employee only about $227,477 at 4% or $151,651 at 6%; with 50% employer match about $151,651 at 4% or $101,101 at 6%; with 100% employer match about $113,738 at 4% or $75,826 at 6%.
2014116$2,948,689$125,368$7,836iApproximate average salary by contribution assumption: employee only about $195,888 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,061 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%.
Sokol Associates Inc. Retirement Plan-16$2,948,689$125,368$7,836iApproximate average salary by contribution assumption: employee only about $195,888 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,061 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%.
2013114$2,584,113$139,738$9,981iApproximate average salary by contribution assumption: employee only about $249,532 at 4% or $166,355 at 6%; with 50% employer match about $166,355 at 4% or $110,903 at 6%; with 100% employer match about $124,766 at 4% or $83,177 at 6%.
Sokol Associates Inc. Retirement Plan-14$2,584,113$139,738$9,981iApproximate average salary by contribution assumption: employee only about $249,532 at 4% or $166,355 at 6%; with 50% employer match about $166,355 at 4% or $110,903 at 6%; with 100% employer match about $124,766 at 4% or $83,177 at 6%.
2012125$1,837,118$96,110$3,844iApproximate average salary by contribution assumption: employee only about $96,110 at 4% or $64,073 at 6%; with 50% employer match about $64,073 at 4% or $42,716 at 6%; with 100% employer match about $48,055 at 4% or $32,037 at 6%.
Sokol Associates Inc. Retirement Plan-25$1,837,118$96,110$3,844iApproximate average salary by contribution assumption: employee only about $96,110 at 4% or $64,073 at 6%; with 50% employer match about $64,073 at 4% or $42,716 at 6%; with 100% employer match about $48,055 at 4% or $32,037 at 6%.
2011123$1,399,036$101,700$4,422iApproximate average salary by contribution assumption: employee only about $110,543 at 4% or $73,696 at 6%; with 50% employer match about $73,696 at 4% or $49,130 at 6%; with 100% employer match about $55,272 at 4% or $36,848 at 6%.
Sokol Associates Inc. Retirement Plan-23$1,399,036$101,700$4,422iApproximate average salary by contribution assumption: employee only about $110,543 at 4% or $73,696 at 6%; with 50% employer match about $73,696 at 4% or $49,130 at 6%; with 100% employer match about $55,272 at 4% or $36,848 at 6%.
2010123$1,269,390$92,828$4,036iApproximate average salary by contribution assumption: employee only about $100,900 at 4% or $67,267 at 6%; with 50% employer match about $67,267 at 4% or $44,844 at 6%; with 100% employer match about $50,450 at 4% or $33,633 at 6%.
Sokol Associates Inc. Retirement Plan-23$1,269,390$92,828$4,036iApproximate average salary by contribution assumption: employee only about $100,900 at 4% or $67,267 at 6%; with 50% employer match about $67,267 at 4% or $44,844 at 6%; with 100% employer match about $50,450 at 4% or $33,633 at 6%.