Civic Intelligence

Soza & Company Ltd.

Plan context: Soza & Company Ltd. 401K Profit Sharing Plan

EIN 54-0939021 • 15 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

224

2007 Assets

$5,253,807

2007 Contributions

$568,226

Historical Graphs

Total Assets Over Time

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

$17,462,401$8,731,201$0199920032006YearValue
$5,253,807Latest year 2006

Participants Over Time

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

8234120199920032006YearValue
224Latest year 2006

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
200710$0$0-
Soza & Company Ltd. 401K Profit Sharing Plan-0---
20061224$5,253,807$0-
Soza & Company Ltd. 401K Profit Sharing Plan-224$5,253,807--
20051445$14,299,233$0-
Soza & Company Ltd. 401K Profit Sharing Plan-445$14,299,233--
20041536$15,600,266$0-
Soza & Company Ltd. 401K Profit Sharing Plan-536$15,600,266--
20031657$17,462,401$568,226$865iApproximate average salary by contribution assumption: employee only about $21,622 at 4% or $14,415 at 6%; with 50% employer match about $14,415 at 4% or $9,610 at 6%; with 100% employer match about $10,811 at 4% or $7,207 at 6%.
Soza & Company Ltd. 401K Profit Sharing Plan-657$17,462,401$568,226$865iApproximate average salary by contribution assumption: employee only about $21,622 at 4% or $14,415 at 6%; with 50% employer match about $14,415 at 4% or $9,610 at 6%; with 100% employer match about $10,811 at 4% or $7,207 at 6%.
20021823$0$0-
Soza & Company Ltd. 401K Profit Sharing Plan-823---
20014653$12,762,955$4,060,871$6,219iApproximate average salary by contribution assumption: employee only about $155,470 at 4% or $103,647 at 6%; with 50% employer match about $103,647 at 4% or $69,098 at 6%; with 100% employer match about $77,735 at 4% or $51,823 at 6%.
Soza & Company Ltd. 401K Profit Sharing Plan-538$12,762,955$4,060,871$7,548iApproximate average salary by contribution assumption: employee only about $188,702 at 4% or $125,801 at 6%; with 50% employer match about $125,801 at 4% or $83,868 at 6%; with 100% employer match about $94,351 at 4% or $62,901 at 6%.
SOZA LONG TERM DISABILITY INCOME PLAN-534---
SOZA LIFE INSURANCE PLAN-537---
SOZA GROUP HEALTH INSURANCE PLAN-653---
20004496$10,568,925$3,240,486$6,533iApproximate average salary by contribution assumption: employee only about $163,331 at 4% or $108,887 at 6%; with 50% employer match about $108,887 at 4% or $72,592 at 6%; with 100% employer match about $81,665 at 4% or $54,444 at 6%.
Soza & Company Ltd. 401K Profit Sharing Plan-432$10,568,925$3,240,486$7,501iApproximate average salary by contribution assumption: employee only about $187,528 at 4% or $125,019 at 6%; with 50% employer match about $125,019 at 4% or $83,346 at 6%; with 100% employer match about $93,764 at 4% or $62,509 at 6%.
SOZA LONG TERM DISABILITY INCOME PLAN-449---
SOZA LIFE INSURANCE PLAN-455---
SOZA GROUP HEALTH INSURANCE PLAN-496---
19991553$9,950,473$3,301,878$5,971iApproximate average salary by contribution assumption: employee only about $149,271 at 4% or $99,514 at 6%; with 50% employer match about $99,514 at 4% or $66,343 at 6%; with 100% employer match about $74,636 at 4% or $49,757 at 6%.
Soza & Company Ltd. 401K Profit Sharing Plan-553$9,950,473$3,301,878$5,971iApproximate average salary by contribution assumption: employee only about $149,271 at 4% or $99,514 at 6%; with 50% employer match about $99,514 at 4% or $66,343 at 6%; with 100% employer match about $74,636 at 4% or $49,757 at 6%.