Civic Intelligence

Sockwell & Associates Inc.

Plan context: Sockwell & Associates Inc. Profit Sharing Plan

EIN 56-1346962 • Charlotte, NC • 26 filings • 4 plans

800 East Boulevard, Suite 200Charlotte, NC 28203
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$8,622,682

2024 Contributions

$66,799

Historical Graphs

Total Assets Over Time

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

$8,622,682$4,311,341$0199920132024YearValue
$8,622,682Latest year 2024

Participants Over Time

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

1680199920122024YearValue
12Latest 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
2024112$8,622,682$66,799$5,567iApproximate average salary by contribution assumption: employee only about $139,165 at 4% or $92,776 at 6%; with 50% employer match about $92,776 at 4% or $61,851 at 6%; with 100% employer match about $69,582 at 4% or $46,388 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-12$8,622,682$66,799$5,567iApproximate average salary by contribution assumption: employee only about $139,165 at 4% or $92,776 at 6%; with 50% employer match about $92,776 at 4% or $61,851 at 6%; with 100% employer match about $69,582 at 4% or $46,388 at 6%.
2023112$7,729,472$221,719$18,477iApproximate average salary by contribution assumption: employee only about $461,915 at 4% or $307,943 at 6%; with 50% employer match about $307,943 at 4% or $205,295 at 6%; with 100% employer match about $230,957 at 4% or $153,972 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-12$7,729,472$221,719$18,477iApproximate average salary by contribution assumption: employee only about $461,915 at 4% or $307,943 at 6%; with 50% employer match about $307,943 at 4% or $205,295 at 6%; with 100% employer match about $230,957 at 4% or $153,972 at 6%.
2022111$6,837,860$47,792$4,345iApproximate average salary by contribution assumption: employee only about $108,618 at 4% or $72,412 at 6%; with 50% employer match about $72,412 at 4% or $48,275 at 6%; with 100% employer match about $54,309 at 4% or $36,206 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-11$6,837,860$47,792$4,345iApproximate average salary by contribution assumption: employee only about $108,618 at 4% or $72,412 at 6%; with 50% employer match about $72,412 at 4% or $48,275 at 6%; with 100% employer match about $54,309 at 4% or $36,206 at 6%.
2021111$8,107,151$150,999$13,727iApproximate average salary by contribution assumption: employee only about $343,180 at 4% or $228,786 at 6%; with 50% employer match about $228,786 at 4% or $152,524 at 6%; with 100% employer match about $171,590 at 4% or $114,393 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-11$8,107,151$150,999$13,727iApproximate average salary by contribution assumption: employee only about $343,180 at 4% or $228,786 at 6%; with 50% employer match about $228,786 at 4% or $152,524 at 6%; with 100% employer match about $171,590 at 4% or $114,393 at 6%.
2020115$7,253,184$135,562$9,037iApproximate average salary by contribution assumption: employee only about $225,937 at 4% or $150,624 at 6%; with 50% employer match about $150,624 at 4% or $100,416 at 6%; with 100% employer match about $112,968 at 4% or $75,312 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-15$7,253,184$135,562$9,037iApproximate average salary by contribution assumption: employee only about $225,937 at 4% or $150,624 at 6%; with 50% employer match about $150,624 at 4% or $100,416 at 6%; with 100% employer match about $112,968 at 4% or $75,312 at 6%.
2019112$6,920,961$147,576$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-12$6,920,961$147,576$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
2018113$5,700,895$329,519$25,348iApproximate average salary by contribution assumption: employee only about $633,690 at 4% or $422,460 at 6%; with 50% employer match about $422,460 at 4% or $281,640 at 6%; with 100% employer match about $316,845 at 4% or $211,230 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-13$5,700,895$329,519$25,348iApproximate average salary by contribution assumption: employee only about $633,690 at 4% or $422,460 at 6%; with 50% employer match about $422,460 at 4% or $281,640 at 6%; with 100% employer match about $316,845 at 4% or $211,230 at 6%.
2017114$5,787,361$263,298$18,807iApproximate average salary by contribution assumption: employee only about $470,175 at 4% or $313,450 at 6%; with 50% employer match about $313,450 at 4% or $208,967 at 6%; with 100% employer match about $235,088 at 4% or $156,725 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-14$5,787,361$263,298$18,807iApproximate average salary by contribution assumption: employee only about $470,175 at 4% or $313,450 at 6%; with 50% employer match about $313,450 at 4% or $208,967 at 6%; with 100% employer match about $235,088 at 4% or $156,725 at 6%.
2016114$4,922,943$58,948$4,211iApproximate average salary by contribution assumption: employee only about $105,264 at 4% or $70,176 at 6%; with 50% employer match about $70,176 at 4% or $46,784 at 6%; with 100% employer match about $52,632 at 4% or $35,088 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-14$4,922,943$58,948$4,211iApproximate average salary by contribution assumption: employee only about $105,264 at 4% or $70,176 at 6%; with 50% employer match about $70,176 at 4% or $46,784 at 6%; with 100% employer match about $52,632 at 4% or $35,088 at 6%.
2015115$4,536,786$191,591$12,773iApproximate average salary by contribution assumption: employee only about $319,318 at 4% or $212,879 at 6%; with 50% employer match about $212,879 at 4% or $141,919 at 6%; with 100% employer match about $159,659 at 4% or $106,439 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-15$4,536,786$191,591$12,773iApproximate average salary by contribution assumption: employee only about $319,318 at 4% or $212,879 at 6%; with 50% employer match about $212,879 at 4% or $141,919 at 6%; with 100% employer match about $159,659 at 4% or $106,439 at 6%.
2014114$4,460,275$243,800$17,414iApproximate average salary by contribution assumption: employee only about $435,357 at 4% or $290,238 at 6%; with 50% employer match about $290,238 at 4% or $193,492 at 6%; with 100% employer match about $217,679 at 4% or $145,119 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-14$4,460,275$243,800$17,414iApproximate average salary by contribution assumption: employee only about $435,357 at 4% or $290,238 at 6%; with 50% employer match about $290,238 at 4% or $193,492 at 6%; with 100% employer match about $217,679 at 4% or $145,119 at 6%.
2013114$3,979,242$375,158$26,797iApproximate average salary by contribution assumption: employee only about $669,925 at 4% or $446,617 at 6%; with 50% employer match about $446,617 at 4% or $297,744 at 6%; with 100% employer match about $334,963 at 4% or $223,308 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-14$3,979,242$375,158$26,797iApproximate average salary by contribution assumption: employee only about $669,925 at 4% or $446,617 at 6%; with 50% employer match about $446,617 at 4% or $297,744 at 6%; with 100% employer match about $334,963 at 4% or $223,308 at 6%.
2012115$2,997,139$154,030$10,269iApproximate average salary by contribution assumption: employee only about $256,717 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-15$2,997,139$154,030$10,269iApproximate average salary by contribution assumption: employee only about $256,717 at 4% or $171,144 at 6%; with 50% employer match about $171,144 at 4% or $114,096 at 6%; with 100% employer match about $128,358 at 4% or $85,572 at 6%.
2011113$2,538,272$63,900$4,915iApproximate average salary by contribution assumption: employee only about $122,885 at 4% or $81,923 at 6%; with 50% employer match about $81,923 at 4% or $54,615 at 6%; with 100% employer match about $61,442 at 4% or $40,962 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-13$2,538,272$63,900$4,915iApproximate average salary by contribution assumption: employee only about $122,885 at 4% or $81,923 at 6%; with 50% employer match about $81,923 at 4% or $54,615 at 6%; with 100% employer match about $61,442 at 4% or $40,962 at 6%.
2010112$2,623,966$54,893$4,574iApproximate average salary by contribution assumption: employee only about $114,360 at 4% or $76,240 at 6%; with 50% employer match about $76,240 at 4% or $50,827 at 6%; with 100% employer match about $57,180 at 4% or $38,120 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-12$2,623,966$54,893$4,574iApproximate average salary by contribution assumption: employee only about $114,360 at 4% or $76,240 at 6%; with 50% employer match about $76,240 at 4% or $50,827 at 6%; with 100% employer match about $57,180 at 4% or $38,120 at 6%.
2009116$3,085,468$76,632$4,790iApproximate average salary by contribution assumption: employee only about $119,738 at 4% or $79,825 at 6%; with 50% employer match about $79,825 at 4% or $53,217 at 6%; with 100% employer match about $59,869 at 4% or $39,913 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-16$3,085,468$76,632$4,790iApproximate average salary by contribution assumption: employee only about $119,738 at 4% or $79,825 at 6%; with 50% employer match about $79,825 at 4% or $53,217 at 6%; with 100% employer match about $59,869 at 4% or $39,913 at 6%.
2008111$2,443,404$272,581$24,780iApproximate average salary by contribution assumption: employee only about $619,502 at 4% or $413,002 at 6%; with 50% employer match about $413,002 at 4% or $275,334 at 6%; with 100% employer match about $309,751 at 4% or $206,501 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-11$2,443,404$272,581$24,780iApproximate average salary by contribution assumption: employee only about $619,502 at 4% or $413,002 at 6%; with 50% employer match about $413,002 at 4% or $275,334 at 6%; with 100% employer match about $309,751 at 4% or $206,501 at 6%.
2007111$0$0-
Sockwell & Associates Inc. Profit Sharing Plan-11---
2006111$0$0-
Sockwell & Associates Inc. Profit Sharing Plan-11---
2005110$2,051,671$239,369$23,937iApproximate average salary by contribution assumption: employee only about $598,423 at 4% or $398,948 at 6%; with 50% employer match about $398,948 at 4% or $265,966 at 6%; with 100% employer match about $299,211 at 4% or $199,474 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-10$2,051,671$239,369$23,937iApproximate average salary by contribution assumption: employee only about $598,423 at 4% or $398,948 at 6%; with 50% employer match about $398,948 at 4% or $265,966 at 6%; with 100% employer match about $299,211 at 4% or $199,474 at 6%.
2004110$1,691,894$20,891$2,089iApproximate average salary by contribution assumption: employee only about $52,228 at 4% or $34,818 at 6%; with 50% employer match about $34,818 at 4% or $23,212 at 6%; with 100% employer match about $26,114 at 4% or $17,409 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-10$1,691,894$20,891$2,089iApproximate average salary by contribution assumption: employee only about $52,228 at 4% or $34,818 at 6%; with 50% employer match about $34,818 at 4% or $23,212 at 6%; with 100% employer match about $26,114 at 4% or $17,409 at 6%.
2003111$1,611,652$304,094$27,645iApproximate average salary by contribution assumption: employee only about $691,123 at 4% or $460,748 at 6%; with 50% employer match about $460,748 at 4% or $307,166 at 6%; with 100% employer match about $345,561 at 4% or $230,374 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-11$1,611,652$304,094$27,645iApproximate average salary by contribution assumption: employee only about $691,123 at 4% or $460,748 at 6%; with 50% employer match about $460,748 at 4% or $307,166 at 6%; with 100% employer match about $345,561 at 4% or $230,374 at 6%.
2002110$1,993,440$179,613$17,961iApproximate average salary by contribution assumption: employee only about $449,033 at 4% or $299,355 at 6%; with 50% employer match about $299,355 at 4% or $199,570 at 6%; with 100% employer match about $224,516 at 4% or $149,678 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-10$1,993,440$179,613$17,961iApproximate average salary by contribution assumption: employee only about $449,033 at 4% or $299,355 at 6%; with 50% employer match about $299,355 at 4% or $199,570 at 6%; with 100% employer match about $224,516 at 4% or $149,678 at 6%.
2001113$0$0-
Sockwell & Associates Inc. Profit Sharing Plan-13---
200018$2,343,825$149,150$18,644iApproximate average salary by contribution assumption: employee only about $466,094 at 4% or $310,729 at 6%; with 50% employer match about $310,729 at 4% or $207,153 at 6%; with 100% employer match about $233,047 at 4% or $155,365 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-8$2,343,825$149,150$18,644iApproximate average salary by contribution assumption: employee only about $466,094 at 4% or $310,729 at 6%; with 50% employer match about $310,729 at 4% or $207,153 at 6%; with 100% employer match about $233,047 at 4% or $155,365 at 6%.
199918$2,204,609$136,227$17,028iApproximate average salary by contribution assumption: employee only about $425,709 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,855 at 4% or $141,903 at 6%.
Sockwell & Associates Inc. Profit Sharing Plan-8$2,204,609$136,227$17,028iApproximate average salary by contribution assumption: employee only about $425,709 at 4% or $283,806 at 6%; with 50% employer match about $283,806 at 4% or $189,204 at 6%; with 100% employer match about $212,855 at 4% or $141,903 at 6%.