J & E Sozio Inc
Plan context: J & E Sozio Inc 401K Profit Sharing Plan & Trust
EIN 56-1352602 • 6 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
16
2007 Assets
$409,402
2007 Contributions
$66,239
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 16 | $409,402 | $66,239 | $4,140iApproximate average salary by contribution assumption: employee only about $103,498 at 4% or $68,999 at 6%; with 50% employer match about $68,999 at 4% or $45,999 at 6%; with 100% employer match about $51,749 at 4% or $34,499 at 6%. |
| J & E Sozio Inc 401K Profit Sharing Plan & Trust | - | 16 | $409,402 | $66,239 | $4,140iApproximate average salary by contribution assumption: employee only about $103,498 at 4% or $68,999 at 6%; with 50% employer match about $68,999 at 4% or $45,999 at 6%; with 100% employer match about $51,749 at 4% or $34,499 at 6%. |
| 2005 | 1 | 19 | $345,435 | $109,600 | $5,768iApproximate average salary by contribution assumption: employee only about $144,211 at 4% or $96,140 at 6%; with 50% employer match about $96,140 at 4% or $64,094 at 6%; with 100% employer match about $72,105 at 4% or $48,070 at 6%. |
| J & E Sozio Inc 401K Profit Sharing Plan & Trust | - | 19 | $345,435 | $109,600 | $5,768iApproximate average salary by contribution assumption: employee only about $144,211 at 4% or $96,140 at 6%; with 50% employer match about $96,140 at 4% or $64,094 at 6%; with 100% employer match about $72,105 at 4% or $48,070 at 6%. |
| 2004 | 1 | 14 | $425,298 | $102,642 | $7,332iApproximate average salary by contribution assumption: employee only about $183,289 at 4% or $122,193 at 6%; with 50% employer match about $122,193 at 4% or $81,462 at 6%; with 100% employer match about $91,645 at 4% or $61,096 at 6%. |
| J & E Sozio Inc 401K Profit Sharing Plan & Trust | - | 14 | $425,298 | $102,642 | $7,332iApproximate average salary by contribution assumption: employee only about $183,289 at 4% or $122,193 at 6%; with 50% employer match about $122,193 at 4% or $81,462 at 6%; with 100% employer match about $91,645 at 4% or $61,096 at 6%. |
| 2003 | 1 | 18 | $330,211 | $88,331 | $4,907iApproximate average salary by contribution assumption: employee only about $122,682 at 4% or $81,788 at 6%; with 50% employer match about $81,788 at 4% or $54,525 at 6%; with 100% employer match about $61,341 at 4% or $40,894 at 6%. |
| J & E Sozio Inc 401K Profit Sharing Plan & Trust | - | 18 | $330,211 | $88,331 | $4,907iApproximate average salary by contribution assumption: employee only about $122,682 at 4% or $81,788 at 6%; with 50% employer match about $81,788 at 4% or $54,525 at 6%; with 100% employer match about $61,341 at 4% or $40,894 at 6%. |
| 2002 | 1 | 16 | $0 | $0 | - |
| J & E Sozio Inc 401K Profit Sharing Plan & Trust | - | 16 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| J & E SOZIO EMPLOYEE SAVINGS PLAN | - | 15 | - | - | - |