Sophisticated Data Research Inc.
Plan context: Sophisticated Data Research Inc. 401K Profit Sharing Plan
EIN 58-1175792 • Alpharetta, GA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,741,492
2024 Contributions
$2,267
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,741,492 | $2,267 | $324iApproximate average salary by contribution assumption: employee only about $8,096 at 4% or $5,398 at 6%; with 50% employer match about $5,398 at 4% or $3,598 at 6%; with 100% employer match about $4,048 at 4% or $2,699 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 7 | $1,741,492 | $2,267 | $324iApproximate average salary by contribution assumption: employee only about $8,096 at 4% or $5,398 at 6%; with 50% employer match about $5,398 at 4% or $3,598 at 6%; with 100% employer match about $4,048 at 4% or $2,699 at 6%. |
| 2023 | 1 | 7 | $1,537,054 | $4,636 | $662iApproximate average salary by contribution assumption: employee only about $16,557 at 4% or $11,038 at 6%; with 50% employer match about $11,038 at 4% or $7,359 at 6%; with 100% employer match about $8,279 at 4% or $5,519 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 7 | $1,537,054 | $4,636 | $662iApproximate average salary by contribution assumption: employee only about $16,557 at 4% or $11,038 at 6%; with 50% employer match about $11,038 at 4% or $7,359 at 6%; with 100% employer match about $8,279 at 4% or $5,519 at 6%. |
| 2022 | 1 | 7 | $1,319,757 | $4,680 | $669iApproximate average salary by contribution assumption: employee only about $16,714 at 4% or $11,143 at 6%; with 50% employer match about $11,143 at 4% or $7,429 at 6%; with 100% employer match about $8,357 at 4% or $5,571 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 7 | $1,319,757 | $4,680 | $669iApproximate average salary by contribution assumption: employee only about $16,714 at 4% or $11,143 at 6%; with 50% employer match about $11,143 at 4% or $7,429 at 6%; with 100% employer match about $8,357 at 4% or $5,571 at 6%. |
| 2021 | 1 | 8 | $1,579,595 | $5,580 | $698iApproximate average salary by contribution assumption: employee only about $17,438 at 4% or $11,625 at 6%; with 50% employer match about $11,625 at 4% or $7,750 at 6%; with 100% employer match about $8,719 at 4% or $5,813 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 8 | $1,579,595 | $5,580 | $698iApproximate average salary by contribution assumption: employee only about $17,438 at 4% or $11,625 at 6%; with 50% employer match about $11,625 at 4% or $7,750 at 6%; with 100% employer match about $8,719 at 4% or $5,813 at 6%. |
| 2020 | 1 | 8 | $1,396,795 | $7,120 | $890iApproximate average salary by contribution assumption: employee only about $22,250 at 4% or $14,833 at 6%; with 50% employer match about $14,833 at 4% or $9,889 at 6%; with 100% employer match about $11,125 at 4% or $7,417 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 8 | $1,396,795 | $7,120 | $890iApproximate average salary by contribution assumption: employee only about $22,250 at 4% or $14,833 at 6%; with 50% employer match about $14,833 at 4% or $9,889 at 6%; with 100% employer match about $11,125 at 4% or $7,417 at 6%. |
| 2019 | 1 | 8 | $1,235,951 | $6,265 | $783iApproximate average salary by contribution assumption: employee only about $19,578 at 4% or $13,052 at 6%; with 50% employer match about $13,052 at 4% or $8,701 at 6%; with 100% employer match about $9,789 at 4% or $6,526 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 8 | $1,235,951 | $6,265 | $783iApproximate average salary by contribution assumption: employee only about $19,578 at 4% or $13,052 at 6%; with 50% employer match about $13,052 at 4% or $8,701 at 6%; with 100% employer match about $9,789 at 4% or $6,526 at 6%. |
| 2018 | 1 | 9 | $1,225,668 | $9,853 | $1,095iApproximate average salary by contribution assumption: employee only about $27,369 at 4% or $18,246 at 6%; with 50% employer match about $18,246 at 4% or $12,164 at 6%; with 100% employer match about $13,685 at 4% or $9,123 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 9 | $1,225,668 | $9,853 | $1,095iApproximate average salary by contribution assumption: employee only about $27,369 at 4% or $18,246 at 6%; with 50% employer match about $18,246 at 4% or $12,164 at 6%; with 100% employer match about $13,685 at 4% or $9,123 at 6%. |
| 2017 | 1 | 9 | $1,277,712 | $10,703 | $1,189iApproximate average salary by contribution assumption: employee only about $29,731 at 4% or $19,820 at 6%; with 50% employer match about $19,820 at 4% or $13,214 at 6%; with 100% employer match about $14,865 at 4% or $9,910 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 9 | $1,277,712 | $10,703 | $1,189iApproximate average salary by contribution assumption: employee only about $29,731 at 4% or $19,820 at 6%; with 50% employer match about $19,820 at 4% or $13,214 at 6%; with 100% employer match about $14,865 at 4% or $9,910 at 6%. |
| 2016 | 1 | 9 | $1,121,929 | $21,791 | $2,421iApproximate average salary by contribution assumption: employee only about $60,531 at 4% or $40,354 at 6%; with 50% employer match about $40,354 at 4% or $26,902 at 6%; with 100% employer match about $30,265 at 4% or $20,177 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 9 | $1,121,929 | $21,791 | $2,421iApproximate average salary by contribution assumption: employee only about $60,531 at 4% or $40,354 at 6%; with 50% employer match about $40,354 at 4% or $26,902 at 6%; with 100% employer match about $30,265 at 4% or $20,177 at 6%. |
| 2015 | 1 | 9 | $1,502,062 | $29,320 | $3,258iApproximate average salary by contribution assumption: employee only about $81,444 at 4% or $54,296 at 6%; with 50% employer match about $54,296 at 4% or $36,198 at 6%; with 100% employer match about $40,722 at 4% or $27,148 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 9 | $1,502,062 | $29,320 | $3,258iApproximate average salary by contribution assumption: employee only about $81,444 at 4% or $54,296 at 6%; with 50% employer match about $54,296 at 4% or $36,198 at 6%; with 100% employer match about $40,722 at 4% or $27,148 at 6%. |
| 2014 | 1 | 9 | $1,487,058 | $28,241 | $3,138iApproximate average salary by contribution assumption: employee only about $78,447 at 4% or $52,298 at 6%; with 50% employer match about $52,298 at 4% or $34,865 at 6%; with 100% employer match about $39,224 at 4% or $26,149 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 9 | $1,487,058 | $28,241 | $3,138iApproximate average salary by contribution assumption: employee only about $78,447 at 4% or $52,298 at 6%; with 50% employer match about $52,298 at 4% or $34,865 at 6%; with 100% employer match about $39,224 at 4% or $26,149 at 6%. |
| 2013 | 1 | 10 | $1,387,620 | $31,837 | $3,184iApproximate average salary by contribution assumption: employee only about $79,593 at 4% or $53,062 at 6%; with 50% employer match about $53,062 at 4% or $35,374 at 6%; with 100% employer match about $39,796 at 4% or $26,531 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 10 | $1,387,620 | $31,837 | $3,184iApproximate average salary by contribution assumption: employee only about $79,593 at 4% or $53,062 at 6%; with 50% employer match about $53,062 at 4% or $35,374 at 6%; with 100% employer match about $39,796 at 4% or $26,531 at 6%. |
| 2012 | 1 | 10 | $1,212,791 | $29,248 | $2,925iApproximate average salary by contribution assumption: employee only about $73,120 at 4% or $48,747 at 6%; with 50% employer match about $48,747 at 4% or $32,498 at 6%; with 100% employer match about $36,560 at 4% or $24,373 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 10 | $1,212,791 | $29,248 | $2,925iApproximate average salary by contribution assumption: employee only about $73,120 at 4% or $48,747 at 6%; with 50% employer match about $48,747 at 4% or $32,498 at 6%; with 100% employer match about $36,560 at 4% or $24,373 at 6%. |
| 2011 | 1 | 11 | $1,236,317 | $30,154 | $2,741iApproximate average salary by contribution assumption: employee only about $68,532 at 4% or $45,688 at 6%; with 50% employer match about $45,688 at 4% or $30,459 at 6%; with 100% employer match about $34,266 at 4% or $22,844 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 11 | $1,236,317 | $30,154 | $2,741iApproximate average salary by contribution assumption: employee only about $68,532 at 4% or $45,688 at 6%; with 50% employer match about $45,688 at 4% or $30,459 at 6%; with 100% employer match about $34,266 at 4% or $22,844 at 6%. |
| 2010 | 1 | 12 | $1,592,608 | $27,803 | $2,317iApproximate average salary by contribution assumption: employee only about $57,923 at 4% or $38,615 at 6%; with 50% employer match about $38,615 at 4% or $25,744 at 6%; with 100% employer match about $28,961 at 4% or $19,308 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 12 | $1,592,608 | $27,803 | $2,317iApproximate average salary by contribution assumption: employee only about $57,923 at 4% or $38,615 at 6%; with 50% employer match about $38,615 at 4% or $25,744 at 6%; with 100% employer match about $28,961 at 4% or $19,308 at 6%. |
| 2009 | 1 | 5 | $1,452,070 | $48,358 | $9,672iApproximate average salary by contribution assumption: employee only about $241,790 at 4% or $161,193 at 6%; with 50% employer match about $161,193 at 4% or $107,462 at 6%; with 100% employer match about $120,895 at 4% or $80,597 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 5 | $1,452,070 | $48,358 | $9,672iApproximate average salary by contribution assumption: employee only about $241,790 at 4% or $161,193 at 6%; with 50% employer match about $161,193 at 4% or $107,462 at 6%; with 100% employer match about $120,895 at 4% or $80,597 at 6%. |
| 2008 | 1 | 6 | $1,181,441 | $60,723 | $10,121iApproximate average salary by contribution assumption: employee only about $253,013 at 4% or $168,675 at 6%; with 50% employer match about $168,675 at 4% or $112,450 at 6%; with 100% employer match about $126,506 at 4% or $84,338 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 6 | $1,181,441 | $60,723 | $10,121iApproximate average salary by contribution assumption: employee only about $253,013 at 4% or $168,675 at 6%; with 50% employer match about $168,675 at 4% or $112,450 at 6%; with 100% employer match about $126,506 at 4% or $84,338 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $1,664,205 | $83,518 | $13,920iApproximate average salary by contribution assumption: employee only about $347,992 at 4% or $231,994 at 6%; with 50% employer match about $231,994 at 4% or $154,663 at 6%; with 100% employer match about $173,996 at 4% or $115,997 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 6 | $1,664,205 | $83,518 | $13,920iApproximate average salary by contribution assumption: employee only about $347,992 at 4% or $231,994 at 6%; with 50% employer match about $231,994 at 4% or $154,663 at 6%; with 100% employer match about $173,996 at 4% or $115,997 at 6%. |
| 2005 | 1 | 9 | $1,475,740 | $123,277 | $13,697iApproximate average salary by contribution assumption: employee only about $342,436 at 4% or $228,291 at 6%; with 50% employer match about $228,291 at 4% or $152,194 at 6%; with 100% employer match about $171,218 at 4% or $114,145 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 9 | $1,475,740 | $123,277 | $13,697iApproximate average salary by contribution assumption: employee only about $342,436 at 4% or $228,291 at 6%; with 50% employer match about $228,291 at 4% or $152,194 at 6%; with 100% employer match about $171,218 at 4% or $114,145 at 6%. |
| 2004 | 1 | 15 | $1,372,370 | $174,640 | $11,643iApproximate average salary by contribution assumption: employee only about $291,067 at 4% or $194,044 at 6%; with 50% employer match about $194,044 at 4% or $129,363 at 6%; with 100% employer match about $145,533 at 4% or $97,022 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 15 | $1,372,370 | $174,640 | $11,643iApproximate average salary by contribution assumption: employee only about $291,067 at 4% or $194,044 at 6%; with 50% employer match about $194,044 at 4% or $129,363 at 6%; with 100% employer match about $145,533 at 4% or $97,022 at 6%. |
| 2003 | 1 | 15 | $0 | $0 | - |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2002 | 1 | 16 | $730,001 | $150,995 | $9,437iApproximate average salary by contribution assumption: employee only about $235,930 at 4% or $157,286 at 6%; with 50% employer match about $157,286 at 4% or $104,858 at 6%; with 100% employer match about $117,965 at 4% or $78,643 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 16 | $730,001 | $150,995 | $9,437iApproximate average salary by contribution assumption: employee only about $235,930 at 4% or $157,286 at 6%; with 50% employer match about $157,286 at 4% or $104,858 at 6%; with 100% employer match about $117,965 at 4% or $78,643 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 18 | - | - | - |
| 2000 | 1 | 18 | $756,910 | $109,583 | $6,088iApproximate average salary by contribution assumption: employee only about $152,199 at 4% or $101,466 at 6%; with 50% employer match about $101,466 at 4% or $67,644 at 6%; with 100% employer match about $76,099 at 4% or $50,733 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 18 | $756,910 | $109,583 | $6,088iApproximate average salary by contribution assumption: employee only about $152,199 at 4% or $101,466 at 6%; with 50% employer match about $101,466 at 4% or $67,644 at 6%; with 100% employer match about $76,099 at 4% or $50,733 at 6%. |
| 1999 | 1 | 17 | $786,257 | $105,751 | $6,221iApproximate average salary by contribution assumption: employee only about $155,516 at 4% or $103,677 at 6%; with 50% employer match about $103,677 at 4% or $69,118 at 6%; with 100% employer match about $77,758 at 4% or $51,839 at 6%. |
| Sophisticated Data Research Inc. 401K Profit Sharing Plan | - | 17 | $786,257 | $105,751 | $6,221iApproximate average salary by contribution assumption: employee only about $155,516 at 4% or $103,677 at 6%; with 50% employer match about $103,677 at 4% or $69,118 at 6%; with 100% employer match about $77,758 at 4% or $51,839 at 6%. |