Civic Intelligence

SOTAX Corporation

Plan context: Sotax Corporation Safe Harbor 401(K) Plan

EIN 54-1785330 • Westborough, MA • 23 filings • 2 plans

2400 Computer Dr.Westborough, MA 01581
Current Snapshot

Latest Year

2024

2024 Participants

73

2024 Assets

$9,816,944

2024 Contributions

$866,827

Historical Graphs

Total Assets Over Time

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

$9,816,944$4,908,472$0200320142024YearValue
$9,816,944Latest year 2024

Participants Over Time

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

73370200220132024YearValue
73Latest 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
2024173$9,816,944$866,827$11,874iApproximate average salary by contribution assumption: employee only about $296,859 at 4% or $197,906 at 6%; with 50% employer match about $197,906 at 4% or $131,937 at 6%; with 100% employer match about $148,429 at 4% or $98,953 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-73$9,816,944$866,827$11,874iApproximate average salary by contribution assumption: employee only about $296,859 at 4% or $197,906 at 6%; with 50% employer match about $197,906 at 4% or $131,937 at 6%; with 100% employer match about $148,429 at 4% or $98,953 at 6%.
2023168$8,197,877$679,829$9,997iApproximate average salary by contribution assumption: employee only about $249,937 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,312 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-68$8,197,877$679,829$9,997iApproximate average salary by contribution assumption: employee only about $249,937 at 4% or $166,625 at 6%; with 50% employer match about $166,625 at 4% or $111,083 at 6%; with 100% employer match about $124,969 at 4% or $83,312 at 6%.
2022164$6,858,758$1,008,037$15,751iApproximate average salary by contribution assumption: employee only about $393,764 at 4% or $262,510 at 6%; with 50% employer match about $262,510 at 4% or $175,006 at 6%; with 100% employer match about $196,882 at 4% or $131,255 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-64$6,858,758$1,008,037$15,751iApproximate average salary by contribution assumption: employee only about $393,764 at 4% or $262,510 at 6%; with 50% employer match about $262,510 at 4% or $175,006 at 6%; with 100% employer match about $196,882 at 4% or $131,255 at 6%.
2021156$6,998,185$567,152$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 $126,596 at 4% or $84,398 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-56$6,998,185$567,152$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 $126,596 at 4% or $84,398 at 6%.
2020154$5,653,601$559,833$10,367iApproximate average salary by contribution assumption: employee only about $259,182 at 4% or $172,788 at 6%; with 50% employer match about $172,788 at 4% or $115,192 at 6%; with 100% employer match about $129,591 at 4% or $86,394 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-54$5,653,601$559,833$10,367iApproximate average salary by contribution assumption: employee only about $259,182 at 4% or $172,788 at 6%; with 50% employer match about $172,788 at 4% or $115,192 at 6%; with 100% employer match about $129,591 at 4% or $86,394 at 6%.
2019153$4,621,454$422,958$7,980iApproximate average salary by contribution assumption: employee only about $199,508 at 4% or $133,006 at 6%; with 50% employer match about $133,006 at 4% or $88,670 at 6%; with 100% employer match about $99,754 at 4% or $66,503 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-53$4,621,454$422,958$7,980iApproximate average salary by contribution assumption: employee only about $199,508 at 4% or $133,006 at 6%; with 50% employer match about $133,006 at 4% or $88,670 at 6%; with 100% employer match about $99,754 at 4% or $66,503 at 6%.
2018147$3,611,138$421,643$8,971iApproximate average salary by contribution assumption: employee only about $224,278 at 4% or $149,519 at 6%; with 50% employer match about $149,519 at 4% or $99,679 at 6%; with 100% employer match about $112,139 at 4% or $74,759 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-47$3,611,138$421,643$8,971iApproximate average salary by contribution assumption: employee only about $224,278 at 4% or $149,519 at 6%; with 50% employer match about $149,519 at 4% or $99,679 at 6%; with 100% employer match about $112,139 at 4% or $74,759 at 6%.
2017143$3,622,856$406,872$9,462iApproximate average salary by contribution assumption: employee only about $236,553 at 4% or $157,702 at 6%; with 50% employer match about $157,702 at 4% or $105,135 at 6%; with 100% employer match about $118,277 at 4% or $78,851 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-43$3,622,856$406,872$9,462iApproximate average salary by contribution assumption: employee only about $236,553 at 4% or $157,702 at 6%; with 50% employer match about $157,702 at 4% or $105,135 at 6%; with 100% employer match about $118,277 at 4% or $78,851 at 6%.
2016144$2,725,093$385,211$8,755iApproximate average salary by contribution assumption: employee only about $218,870 at 4% or $145,913 at 6%; with 50% employer match about $145,913 at 4% or $97,276 at 6%; with 100% employer match about $109,435 at 4% or $72,957 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-44$2,725,093$385,211$8,755iApproximate average salary by contribution assumption: employee only about $218,870 at 4% or $145,913 at 6%; with 50% employer match about $145,913 at 4% or $97,276 at 6%; with 100% employer match about $109,435 at 4% or $72,957 at 6%.
2015141$2,291,012$413,027$10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-41$2,291,012$413,027$10,074iApproximate average salary by contribution assumption: employee only about $251,846 at 4% or $167,897 at 6%; with 50% employer match about $167,897 at 4% or $111,931 at 6%; with 100% employer match about $125,923 at 4% or $83,949 at 6%.
2014137$2,101,601$417,901$11,295iApproximate average salary by contribution assumption: employee only about $282,366 at 4% or $188,244 at 6%; with 50% employer match about $188,244 at 4% or $125,496 at 6%; with 100% employer match about $141,183 at 4% or $94,122 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-37$2,101,601$417,901$11,295iApproximate average salary by contribution assumption: employee only about $282,366 at 4% or $188,244 at 6%; with 50% employer match about $188,244 at 4% or $125,496 at 6%; with 100% employer match about $141,183 at 4% or $94,122 at 6%.
2013137$1,731,645$283,707$7,668iApproximate average salary by contribution assumption: employee only about $191,694 at 4% or $127,796 at 6%; with 50% employer match about $127,796 at 4% or $85,197 at 6%; with 100% employer match about $95,847 at 4% or $63,898 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-37$1,731,645$283,707$7,668iApproximate average salary by contribution assumption: employee only about $191,694 at 4% or $127,796 at 6%; with 50% employer match about $127,796 at 4% or $85,197 at 6%; with 100% employer match about $95,847 at 4% or $63,898 at 6%.
2012132$1,441,701$430,967$13,468iApproximate average salary by contribution assumption: employee only about $336,693 at 4% or $224,462 at 6%; with 50% employer match about $224,462 at 4% or $149,641 at 6%; with 100% employer match about $168,346 at 4% or $112,231 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-32$1,441,701$430,967$13,468iApproximate average salary by contribution assumption: employee only about $336,693 at 4% or $224,462 at 6%; with 50% employer match about $224,462 at 4% or $149,641 at 6%; with 100% employer match about $168,346 at 4% or $112,231 at 6%.
2011137$961,898$269,277$7,278iApproximate average salary by contribution assumption: employee only about $181,944 at 4% or $121,296 at 6%; with 50% employer match about $121,296 at 4% or $80,864 at 6%; with 100% employer match about $90,972 at 4% or $60,648 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-37$961,898$269,277$7,278iApproximate average salary by contribution assumption: employee only about $181,944 at 4% or $121,296 at 6%; with 50% employer match about $121,296 at 4% or $80,864 at 6%; with 100% employer match about $90,972 at 4% or $60,648 at 6%.
2010131$781,079$222,716$7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-31$781,079$222,716$7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%.
2009133$575,175$240,205$7,279iApproximate average salary by contribution assumption: employee only about $181,973 at 4% or $121,316 at 6%; with 50% employer match about $121,316 at 4% or $80,877 at 6%; with 100% employer match about $90,987 at 4% or $60,658 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-33$575,175$240,205$7,279iApproximate average salary by contribution assumption: employee only about $181,973 at 4% or $121,316 at 6%; with 50% employer match about $121,316 at 4% or $80,877 at 6%; with 100% employer match about $90,987 at 4% or $60,658 at 6%.
2008117$250,434$119,433$7,025iApproximate average salary by contribution assumption: employee only about $175,637 at 4% or $117,091 at 6%; with 50% employer match about $117,091 at 4% or $78,061 at 6%; with 100% employer match about $87,818 at 4% or $58,546 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-17$250,434$119,433$7,025iApproximate average salary by contribution assumption: employee only about $175,637 at 4% or $117,091 at 6%; with 50% employer match about $117,091 at 4% or $78,061 at 6%; with 100% employer match about $87,818 at 4% or $58,546 at 6%.
2007113$230,783$75,794$5,830iApproximate average salary by contribution assumption: employee only about $145,758 at 4% or $97,172 at 6%; with 50% employer match about $97,172 at 4% or $64,781 at 6%; with 100% employer match about $72,879 at 4% or $48,586 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-13$230,783$75,794$5,830iApproximate average salary by contribution assumption: employee only about $145,758 at 4% or $97,172 at 6%; with 50% employer match about $97,172 at 4% or $64,781 at 6%; with 100% employer match about $72,879 at 4% or $48,586 at 6%.
2006110$190,142$70,405$7,041iApproximate average salary by contribution assumption: employee only about $176,013 at 4% or $117,342 at 6%; with 50% employer match about $117,342 at 4% or $78,228 at 6%; with 100% employer match about $88,006 at 4% or $58,671 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-10$190,142$70,405$7,041iApproximate average salary by contribution assumption: employee only about $176,013 at 4% or $117,342 at 6%; with 50% employer match about $117,342 at 4% or $78,228 at 6%; with 100% employer match about $88,006 at 4% or $58,671 at 6%.
2005112$149,288$56,840$4,737iApproximate average salary by contribution assumption: employee only about $118,417 at 4% or $78,944 at 6%; with 50% employer match about $78,944 at 4% or $52,630 at 6%; with 100% employer match about $59,208 at 4% or $39,472 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-12$149,288$56,840$4,737iApproximate average salary by contribution assumption: employee only about $118,417 at 4% or $78,944 at 6%; with 50% employer match about $78,944 at 4% or $52,630 at 6%; with 100% employer match about $59,208 at 4% or $39,472 at 6%.
2004110$84,131$31,779$3,178iApproximate average salary by contribution assumption: employee only about $79,448 at 4% or $52,965 at 6%; with 50% employer match about $52,965 at 4% or $35,310 at 6%; with 100% employer match about $39,724 at 4% or $26,483 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-10$84,131$31,779$3,178iApproximate average salary by contribution assumption: employee only about $79,448 at 4% or $52,965 at 6%; with 50% employer match about $52,965 at 4% or $35,310 at 6%; with 100% employer match about $39,724 at 4% or $26,483 at 6%.
200319$38,683$21,086$2,343iApproximate average salary by contribution assumption: employee only about $58,572 at 4% or $39,048 at 6%; with 50% employer match about $39,048 at 4% or $26,032 at 6%; with 100% employer match about $29,286 at 4% or $19,524 at 6%.
Sotax Corporation Safe Harbor 401(K) Plan-9$38,683$21,086$2,343iApproximate average salary by contribution assumption: employee only about $58,572 at 4% or $39,048 at 6%; with 50% employer match about $39,048 at 4% or $26,032 at 6%; with 100% employer match about $29,286 at 4% or $19,524 at 6%.
200216$0$0-
Sotax Corporation Safe Harbor 401(K) Plan-6---