Civic Intelligence

Sonkin & Koberna LLC

Plan context: Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust

EIN 46-1794631 • Beachwood, OH • 11 filings • 2 plans

3401 Enterprise Parkway, Suite. 400Beachwood, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$6,737,986

2024 Contributions

$214,086

Historical Graphs

Total Assets Over Time

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

$6,737,986$3,368,993$0201420192024YearValue
$6,737,986Latest year 2024

Participants Over Time

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

22110201420192024YearValue
18Latest 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
2024118$6,737,986$214,086$11,894iApproximate average salary by contribution assumption: employee only about $297,342 at 4% or $198,228 at 6%; with 50% employer match about $198,228 at 4% or $132,152 at 6%; with 100% employer match about $148,671 at 4% or $99,114 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-18$6,737,986$214,086$11,894iApproximate average salary by contribution assumption: employee only about $297,342 at 4% or $198,228 at 6%; with 50% employer match about $198,228 at 4% or $132,152 at 6%; with 100% employer match about $148,671 at 4% or $99,114 at 6%.
2023119$5,815,359$222,178$11,694iApproximate average salary by contribution assumption: employee only about $292,339 at 4% or $194,893 at 6%; with 50% employer match about $194,893 at 4% or $129,929 at 6%; with 100% employer match about $146,170 at 4% or $97,446 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-19$5,815,359$222,178$11,694iApproximate average salary by contribution assumption: employee only about $292,339 at 4% or $194,893 at 6%; with 50% employer match about $194,893 at 4% or $129,929 at 6%; with 100% employer match about $146,170 at 4% or $97,446 at 6%.
2022122$4,806,021$222,810$10,128iApproximate average salary by contribution assumption: employee only about $253,193 at 4% or $168,795 at 6%; with 50% employer match about $168,795 at 4% or $112,530 at 6%; with 100% employer match about $126,597 at 4% or $84,398 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-22$4,806,021$222,810$10,128iApproximate average salary by contribution assumption: employee only about $253,193 at 4% or $168,795 at 6%; with 50% employer match about $168,795 at 4% or $112,530 at 6%; with 100% employer match about $126,597 at 4% or $84,398 at 6%.
2021119$5,560,286$204,580$10,767iApproximate average salary by contribution assumption: employee only about $269,184 at 4% or $179,456 at 6%; with 50% employer match about $179,456 at 4% or $119,637 at 6%; with 100% employer match about $134,592 at 4% or $89,728 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-19$5,560,286$204,580$10,767iApproximate average salary by contribution assumption: employee only about $269,184 at 4% or $179,456 at 6%; with 50% employer match about $179,456 at 4% or $119,637 at 6%; with 100% employer match about $134,592 at 4% or $89,728 at 6%.
2020121$4,631,027$201,779$9,609iApproximate average salary by contribution assumption: employee only about $240,213 at 4% or $160,142 at 6%; with 50% employer match about $160,142 at 4% or $106,761 at 6%; with 100% employer match about $120,107 at 4% or $80,071 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-21$4,631,027$201,779$9,609iApproximate average salary by contribution assumption: employee only about $240,213 at 4% or $160,142 at 6%; with 50% employer match about $160,142 at 4% or $106,761 at 6%; with 100% employer match about $120,107 at 4% or $80,071 at 6%.
2019122$3,948,013$119,769$5,444iApproximate average salary by contribution assumption: employee only about $136,101 at 4% or $90,734 at 6%; with 50% employer match about $90,734 at 4% or $60,489 at 6%; with 100% employer match about $68,051 at 4% or $45,367 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-22$3,948,013$119,769$5,444iApproximate average salary by contribution assumption: employee only about $136,101 at 4% or $90,734 at 6%; with 50% employer match about $90,734 at 4% or $60,489 at 6%; with 100% employer match about $68,051 at 4% or $45,367 at 6%.
2018121$3,181,409$172,276$8,204iApproximate average salary by contribution assumption: employee only about $205,090 at 4% or $136,727 at 6%; with 50% employer match about $136,727 at 4% or $91,151 at 6%; with 100% employer match about $102,545 at 4% or $68,363 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-21$3,181,409$172,276$8,204iApproximate average salary by contribution assumption: employee only about $205,090 at 4% or $136,727 at 6%; with 50% employer match about $136,727 at 4% or $91,151 at 6%; with 100% employer match about $102,545 at 4% or $68,363 at 6%.
2017118$3,324,986$183,736$10,208iApproximate average salary by contribution assumption: employee only about $255,189 at 4% or $170,126 at 6%; with 50% employer match about $170,126 at 4% or $113,417 at 6%; with 100% employer match about $127,594 at 4% or $85,063 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-18$3,324,986$183,736$10,208iApproximate average salary by contribution assumption: employee only about $255,189 at 4% or $170,126 at 6%; with 50% employer match about $170,126 at 4% or $113,417 at 6%; with 100% employer match about $127,594 at 4% or $85,063 at 6%.
2016117$2,639,810$184,093$10,829iApproximate average salary by contribution assumption: employee only about $270,725 at 4% or $180,483 at 6%; with 50% employer match about $180,483 at 4% or $120,322 at 6%; with 100% employer match about $135,363 at 4% or $90,242 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-17$2,639,810$184,093$10,829iApproximate average salary by contribution assumption: employee only about $270,725 at 4% or $180,483 at 6%; with 50% employer match about $180,483 at 4% or $120,322 at 6%; with 100% employer match about $135,363 at 4% or $90,242 at 6%.
2015116$2,329,535$199,202$12,450iApproximate average salary by contribution assumption: employee only about $311,253 at 4% or $207,502 at 6%; with 50% employer match about $207,502 at 4% or $138,335 at 6%; with 100% employer match about $155,627 at 4% or $103,751 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-16$2,329,535$199,202$12,450iApproximate average salary by contribution assumption: employee only about $311,253 at 4% or $207,502 at 6%; with 50% employer match about $207,502 at 4% or $138,335 at 6%; with 100% employer match about $155,627 at 4% or $103,751 at 6%.
2014117$2,164,442$200,237$11,779iApproximate average salary by contribution assumption: employee only about $294,466 at 4% or $196,311 at 6%; with 50% employer match about $196,311 at 4% or $130,874 at 6%; with 100% employer match about $147,233 at 4% or $98,155 at 6%.
Sonkin & Koberna LLC. 401 (K) Savings Plan and Trust-17$2,164,442$200,237$11,779iApproximate average salary by contribution assumption: employee only about $294,466 at 4% or $196,311 at 6%; with 50% employer match about $196,311 at 4% or $130,874 at 6%; with 100% employer match about $147,233 at 4% or $98,155 at 6%.