Civic Intelligence

Socotra Capital Inc.

Plan context: Socotra Capital Inc. 401(K) Plan

EIN 41-2232111 • Sacramento, CA • 15 filings • 1 plans

3104 O Street, Suite 357Sacramento, CA 95816
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$9,036,673

2024 Contributions

$665,949

Historical Graphs

Total Assets Over Time

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

$9,036,673$4,518,337$0201020172024YearValue
$9,036,673Latest year 2024

Participants Over Time

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

23120201020172024YearValue
23Latest 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
2024123$9,036,673$665,949$28,954iApproximate average salary by contribution assumption: employee only about $723,858 at 4% or $482,572 at 6%; with 50% employer match about $482,572 at 4% or $321,714 at 6%; with 100% employer match about $361,929 at 4% or $241,286 at 6%.
Socotra Capital Inc. 401(K) Plan-23$9,036,673$665,949$28,954iApproximate average salary by contribution assumption: employee only about $723,858 at 4% or $482,572 at 6%; with 50% employer match about $482,572 at 4% or $321,714 at 6%; with 100% employer match about $361,929 at 4% or $241,286 at 6%.
2023122$7,390,100$1,347,768$61,262iApproximate average salary by contribution assumption: employee only about $1,531,555 at 4% or $1,021,036 at 6%; with 50% employer match about $1,021,036 at 4% or $680,691 at 6%; with 100% employer match about $765,777 at 4% or $510,518 at 6%.
Socotra Capital Inc. 401(K) Plan-22$7,390,100$1,347,768$61,262iApproximate average salary by contribution assumption: employee only about $1,531,555 at 4% or $1,021,036 at 6%; with 50% employer match about $1,021,036 at 4% or $680,691 at 6%; with 100% employer match about $765,777 at 4% or $510,518 at 6%.
2022117$5,290,735$586,533$34,502iApproximate average salary by contribution assumption: employee only about $862,549 at 4% or $575,032 at 6%; with 50% employer match about $575,032 at 4% or $383,355 at 6%; with 100% employer match about $431,274 at 4% or $287,516 at 6%.
Socotra Capital Inc. 401(K) Plan-17$5,290,735$586,533$34,502iApproximate average salary by contribution assumption: employee only about $862,549 at 4% or $575,032 at 6%; with 50% employer match about $575,032 at 4% or $383,355 at 6%; with 100% employer match about $431,274 at 4% or $287,516 at 6%.
2021114$4,152,630$439,043$31,360iApproximate average salary by contribution assumption: employee only about $784,005 at 4% or $522,670 at 6%; with 50% employer match about $522,670 at 4% or $348,447 at 6%; with 100% employer match about $392,003 at 4% or $261,335 at 6%.
Socotra Capital Inc. 401(K) Plan-14$4,152,630$439,043$31,360iApproximate average salary by contribution assumption: employee only about $784,005 at 4% or $522,670 at 6%; with 50% employer match about $522,670 at 4% or $348,447 at 6%; with 100% employer match about $392,003 at 4% or $261,335 at 6%.
2020111$3,333,062$382,844$34,804iApproximate average salary by contribution assumption: employee only about $870,100 at 4% or $580,067 at 6%; with 50% employer match about $580,067 at 4% or $386,711 at 6%; with 100% employer match about $435,050 at 4% or $290,033 at 6%.
Socotra Capital Inc. 401(K) Plan-11$3,333,062$382,844$34,804iApproximate average salary by contribution assumption: employee only about $870,100 at 4% or $580,067 at 6%; with 50% employer match about $580,067 at 4% or $386,711 at 6%; with 100% employer match about $435,050 at 4% or $290,033 at 6%.
2019114$2,659,979$584,693$41,764iApproximate average salary by contribution assumption: employee only about $1,044,095 at 4% or $696,063 at 6%; with 50% employer match about $696,063 at 4% or $464,042 at 6%; with 100% employer match about $522,047 at 4% or $348,032 at 6%.
Socotra Capital Inc. 401(K) Plan-14$2,659,979$584,693$41,764iApproximate average salary by contribution assumption: employee only about $1,044,095 at 4% or $696,063 at 6%; with 50% employer match about $696,063 at 4% or $464,042 at 6%; with 100% employer match about $522,047 at 4% or $348,032 at 6%.
2018113$1,783,352$280,782$21,599iApproximate average salary by contribution assumption: employee only about $539,965 at 4% or $359,977 at 6%; with 50% employer match about $359,977 at 4% or $239,985 at 6%; with 100% employer match about $269,983 at 4% or $179,988 at 6%.
Socotra Capital Inc. 401(K) Plan-13$1,783,352$280,782$21,599iApproximate average salary by contribution assumption: employee only about $539,965 at 4% or $359,977 at 6%; with 50% employer match about $359,977 at 4% or $239,985 at 6%; with 100% employer match about $269,983 at 4% or $179,988 at 6%.
2017112$1,349,808$314,224$26,185iApproximate average salary by contribution assumption: employee only about $654,633 at 4% or $436,422 at 6%; with 50% employer match about $436,422 at 4% or $290,948 at 6%; with 100% employer match about $327,317 at 4% or $218,211 at 6%.
Socotra Capital Inc. 401(K) Plan-12$1,349,808$314,224$26,185iApproximate average salary by contribution assumption: employee only about $654,633 at 4% or $436,422 at 6%; with 50% employer match about $436,422 at 4% or $290,948 at 6%; with 100% employer match about $327,317 at 4% or $218,211 at 6%.
201618$897,591$167,534$20,942iApproximate average salary by contribution assumption: employee only about $523,544 at 4% or $349,029 at 6%; with 50% employer match about $349,029 at 4% or $232,686 at 6%; with 100% employer match about $261,772 at 4% or $174,515 at 6%.
Socotra Capital Inc. 401(K) Plan-8$897,591$167,534$20,942iApproximate average salary by contribution assumption: employee only about $523,544 at 4% or $349,029 at 6%; with 50% employer match about $349,029 at 4% or $232,686 at 6%; with 100% employer match about $261,772 at 4% or $174,515 at 6%.
201517$611,746$107,509$15,358iApproximate average salary by contribution assumption: employee only about $383,961 at 4% or $255,974 at 6%; with 50% employer match about $255,974 at 4% or $170,649 at 6%; with 100% employer match about $191,980 at 4% or $127,987 at 6%.
Socotra Capital Inc. 401(K) Plan-7$611,746$107,509$15,358iApproximate average salary by contribution assumption: employee only about $383,961 at 4% or $255,974 at 6%; with 50% employer match about $255,974 at 4% or $170,649 at 6%; with 100% employer match about $191,980 at 4% or $127,987 at 6%.
201416$442,980$87,743$14,624iApproximate average salary by contribution assumption: employee only about $365,596 at 4% or $243,731 at 6%; with 50% employer match about $243,731 at 4% or $162,487 at 6%; with 100% employer match about $182,798 at 4% or $121,865 at 6%.
Socotra Capital Inc. 401(K) Plan-6$442,980$87,743$14,624iApproximate average salary by contribution assumption: employee only about $365,596 at 4% or $243,731 at 6%; with 50% employer match about $243,731 at 4% or $162,487 at 6%; with 100% employer match about $182,798 at 4% or $121,865 at 6%.
201313$302,625$73,212$24,404iApproximate average salary by contribution assumption: employee only about $610,100 at 4% or $406,733 at 6%; with 50% employer match about $406,733 at 4% or $271,156 at 6%; with 100% employer match about $305,050 at 4% or $203,367 at 6%.
Socotra Capital Inc. 401(K) Plan-3$302,625$73,212$24,404iApproximate average salary by contribution assumption: employee only about $610,100 at 4% or $406,733 at 6%; with 50% employer match about $406,733 at 4% or $271,156 at 6%; with 100% employer match about $305,050 at 4% or $203,367 at 6%.
201213$197,472$63,171$21,057iApproximate average salary by contribution assumption: employee only about $526,425 at 4% or $350,950 at 6%; with 50% employer match about $350,950 at 4% or $233,967 at 6%; with 100% employer match about $263,213 at 4% or $175,475 at 6%.
Socotra Capital Inc. 401(K) Plan-3$197,472$63,171$21,057iApproximate average salary by contribution assumption: employee only about $526,425 at 4% or $350,950 at 6%; with 50% employer match about $350,950 at 4% or $233,967 at 6%; with 100% employer match about $263,213 at 4% or $175,475 at 6%.
201112$118,905$58,140$29,070iApproximate average salary by contribution assumption: employee only about $726,750 at 4% or $484,500 at 6%; with 50% employer match about $484,500 at 4% or $323,000 at 6%; with 100% employer match about $363,375 at 4% or $242,250 at 6%.
Socotra Capital Inc. 401(K) Plan-2$118,905$58,140$29,070iApproximate average salary by contribution assumption: employee only about $726,750 at 4% or $484,500 at 6%; with 50% employer match about $484,500 at 4% or $323,000 at 6%; with 100% employer match about $363,375 at 4% or $242,250 at 6%.
201012$56,251$56,250$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.
Socotra Capital Inc. 401(K) Plan-2$56,251$56,250$28,125iApproximate average salary by contribution assumption: employee only about $703,125 at 4% or $468,750 at 6%; with 50% employer match about $468,750 at 4% or $312,500 at 6%; with 100% employer match about $351,563 at 4% or $234,375 at 6%.