Sorg and Associates PC.
Plan context: Sorg and Associates PC. 401K Savings Plan
EIN 52-1769037 • Washington, DC • 17 filings • 3 plans
Current Snapshot
Latest Year
2015
2015 Participants
45
2015 Assets
$3,229,564
2015 Contributions
$181,083
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Sorg and Associates PC. 401K Savings Plan | - | 0 | $0 | - | - |
| 2014 | 1 | 45 | $3,229,564 | $181,083 | $4,024iApproximate average salary by contribution assumption: employee only about $100,602 at 4% or $67,068 at 6%; with 50% employer match about $67,068 at 4% or $44,712 at 6%; with 100% employer match about $50,301 at 4% or $33,534 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 45 | $3,229,564 | $181,083 | $4,024iApproximate average salary by contribution assumption: employee only about $100,602 at 4% or $67,068 at 6%; with 50% employer match about $67,068 at 4% or $44,712 at 6%; with 100% employer match about $50,301 at 4% or $33,534 at 6%. |
| 2013 | 1 | 45 | $3,181,868 | $192,392 | $4,275iApproximate average salary by contribution assumption: employee only about $106,884 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 45 | $3,181,868 | $192,392 | $4,275iApproximate average salary by contribution assumption: employee only about $106,884 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%. |
| 2012 | 1 | 77 | $2,686,723 | $330,647 | $4,294iApproximate average salary by contribution assumption: employee only about $107,353 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 77 | $2,686,723 | $330,647 | $4,294iApproximate average salary by contribution assumption: employee only about $107,353 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,712 at 6%; with 100% employer match about $53,676 at 4% or $35,784 at 6%. |
| 2011 | 1 | 75 | $2,618,838 | $320,252 | $4,270iApproximate average salary by contribution assumption: employee only about $106,751 at 4% or $71,167 at 6%; with 50% employer match about $71,167 at 4% or $47,445 at 6%; with 100% employer match about $53,375 at 4% or $35,584 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 75 | $2,618,838 | $320,252 | $4,270iApproximate average salary by contribution assumption: employee only about $106,751 at 4% or $71,167 at 6%; with 50% employer match about $71,167 at 4% or $47,445 at 6%; with 100% employer match about $53,375 at 4% or $35,584 at 6%. |
| 2010 | 1 | 66 | $2,616,107 | $185,602 | $2,812iApproximate average salary by contribution assumption: employee only about $70,304 at 4% or $46,869 at 6%; with 50% employer match about $46,869 at 4% or $31,246 at 6%; with 100% employer match about $35,152 at 4% or $23,435 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 66 | $2,616,107 | $185,602 | $2,812iApproximate average salary by contribution assumption: employee only about $70,304 at 4% or $46,869 at 6%; with 50% employer match about $46,869 at 4% or $31,246 at 6%; with 100% employer match about $35,152 at 4% or $23,435 at 6%. |
| 2009 | 1 | 62 | $2,190,541 | $95,694 | $1,543iApproximate average salary by contribution assumption: employee only about $38,586 at 4% or $25,724 at 6%; with 50% employer match about $25,724 at 4% or $17,149 at 6%; with 100% employer match about $19,293 at 4% or $12,862 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 62 | $2,190,541 | $95,694 | $1,543iApproximate average salary by contribution assumption: employee only about $38,586 at 4% or $25,724 at 6%; with 50% employer match about $25,724 at 4% or $17,149 at 6%; with 100% employer match about $19,293 at 4% or $12,862 at 6%. |
| 2008 | 1 | 24 | $1,834,967 | $119,447 | $4,977iApproximate average salary by contribution assumption: employee only about $124,424 at 4% or $82,949 at 6%; with 50% employer match about $82,949 at 4% or $55,300 at 6%; with 100% employer match about $62,212 at 4% or $41,475 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 24 | $1,834,967 | $119,447 | $4,977iApproximate average salary by contribution assumption: employee only about $124,424 at 4% or $82,949 at 6%; with 50% employer match about $82,949 at 4% or $55,300 at 6%; with 100% employer match about $62,212 at 4% or $41,475 at 6%. |
| 2007 | 1 | 23 | $0 | $0 | - |
| Sorg and Associates PC. 401K Savings Plan | - | 23 | - | - | - |
| 2006 | 1 | 18 | $2,057,301 | $281,296 | $15,628iApproximate average salary by contribution assumption: employee only about $390,689 at 4% or $260,459 at 6%; with 50% employer match about $260,459 at 4% or $173,640 at 6%; with 100% employer match about $195,344 at 4% or $130,230 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 18 | $2,057,301 | $281,296 | $15,628iApproximate average salary by contribution assumption: employee only about $390,689 at 4% or $260,459 at 6%; with 50% employer match about $260,459 at 4% or $173,640 at 6%; with 100% employer match about $195,344 at 4% or $130,230 at 6%. |
| 2005 | 1 | 23 | $1,655,926 | $283,515 | $12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,446 at 6%; with 50% employer match about $205,446 at 4% or $136,964 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 23 | $1,655,926 | $283,515 | $12,327iApproximate average salary by contribution assumption: employee only about $308,168 at 4% or $205,446 at 6%; with 50% employer match about $205,446 at 4% or $136,964 at 6%; with 100% employer match about $154,084 at 4% or $102,723 at 6%. |
| 2004 | 1 | 20 | $1,530,066 | $303,200 | $15,160iApproximate average salary by contribution assumption: employee only about $379,000 at 4% or $252,667 at 6%; with 50% employer match about $252,667 at 4% or $168,444 at 6%; with 100% employer match about $189,500 at 4% or $126,333 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 20 | $1,530,066 | $303,200 | $15,160iApproximate average salary by contribution assumption: employee only about $379,000 at 4% or $252,667 at 6%; with 50% employer match about $252,667 at 4% or $168,444 at 6%; with 100% employer match about $189,500 at 4% or $126,333 at 6%. |
| 2003 | 1 | 23 | $1,292,084 | $278,865 | $12,125iApproximate average salary by contribution assumption: employee only about $303,114 at 4% or $202,076 at 6%; with 50% employer match about $202,076 at 4% or $134,717 at 6%; with 100% employer match about $151,557 at 4% or $101,038 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 23 | $1,292,084 | $278,865 | $12,125iApproximate average salary by contribution assumption: employee only about $303,114 at 4% or $202,076 at 6%; with 50% employer match about $202,076 at 4% or $134,717 at 6%; with 100% employer match about $151,557 at 4% or $101,038 at 6%. |
| 2002 | 1 | 17 | $906,168 | $234,944 | $13,820iApproximate average salary by contribution assumption: employee only about $345,506 at 4% or $230,337 at 6%; with 50% employer match about $230,337 at 4% or $153,558 at 6%; with 100% employer match about $172,753 at 4% or $115,169 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 17 | $906,168 | $234,944 | $13,820iApproximate average salary by contribution assumption: employee only about $345,506 at 4% or $230,337 at 6%; with 50% employer match about $230,337 at 4% or $153,558 at 6%; with 100% employer match about $172,753 at 4% or $115,169 at 6%. |
| 2001 | 1 | 27 | $0 | $0 | - |
| Sorg and Associates PC. 401K Savings Plan | - | 27 | - | - | - |
| 2000 | 1 | 23 | $0 | $0 | - |
| Sorg and Associates PC. 401K Savings Plan | - | 23 | - | - | - |
| 1999 | 1 | 37 | $554,441 | $196,299 | $5,305iApproximate average salary by contribution assumption: employee only about $132,634 at 4% or $88,423 at 6%; with 50% employer match about $88,423 at 4% or $58,949 at 6%; with 100% employer match about $66,317 at 4% or $44,211 at 6%. |
| Sorg and Associates PC. 401K Savings Plan | - | 37 | $554,441 | $196,299 | $5,305iApproximate average salary by contribution assumption: employee only about $132,634 at 4% or $88,423 at 6%; with 50% employer match about $88,423 at 4% or $58,949 at 6%; with 100% employer match about $66,317 at 4% or $44,211 at 6%. |