Civic Intelligence

Sosa & Associates

Plan context: J.J. SOSA & ASSOCIATES, INC. 401K PLAN

EIN 59-3111216 • Tampa, FL • 11 filings • 4 plans

6911 Pistol Range RoadSuite 101ATampa, FL 33635
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$60,877

2012 Contributions

$18,659

Historical Graphs

Total Assets Over Time

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

$103,273$51,637$0199920022009YearValue
$60,877Latest year 2009

Participants Over Time

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

37190199920032009YearValue
3Latest year 2009

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
201210$0$0-
J.J. SOSA & ASSOCIATES, INC. 401K PLAN-0$0$0-
200913$60,877$18,659$6,220iApproximate average salary by contribution assumption: employee only about $155,492 at 4% or $103,661 at 6%; with 50% employer match about $103,661 at 4% or $69,107 at 6%; with 100% employer match about $77,746 at 4% or $51,831 at 6%.
J.J. SOSA & ASSOCIATES, INC. 401K PLAN-3$60,877$18,659$6,220iApproximate average salary by contribution assumption: employee only about $155,492 at 4% or $103,661 at 6%; with 50% employer match about $103,661 at 4% or $69,107 at 6%; with 100% employer match about $77,746 at 4% or $51,831 at 6%.
2008110$103,273$84,110$8,411iApproximate average salary by contribution assumption: employee only about $210,275 at 4% or $140,183 at 6%; with 50% employer match about $140,183 at 4% or $93,456 at 6%; with 100% employer match about $105,138 at 4% or $70,092 at 6%.
J.J. Sosa & Associates Inc. Retirement Benefit Plan-10$103,273$84,110$8,411iApproximate average salary by contribution assumption: employee only about $210,275 at 4% or $140,183 at 6%; with 50% employer match about $140,183 at 4% or $93,456 at 6%; with 100% employer match about $105,138 at 4% or $70,092 at 6%.
2007218$0$0-
J.J. SOSA & ASSOCIATES 401K PLAN-18---
J.J. Sosa & Associates Inc. Retirement Benefit Plan-18---
200410$0$1,040-
J.J. Sosa & Associates Inc. Retirement Benefit Plan-0-$1,040-
2003113$63,336$15,995$1,230iApproximate average salary by contribution assumption: employee only about $30,760 at 4% or $20,506 at 6%; with 50% employer match about $20,506 at 4% or $13,671 at 6%; with 100% employer match about $15,380 at 4% or $10,253 at 6%.
J.J. Sosa & Associates Inc. Retirement Benefit Plan-13$63,336$15,995$1,230iApproximate average salary by contribution assumption: employee only about $30,760 at 4% or $20,506 at 6%; with 50% employer match about $20,506 at 4% or $13,671 at 6%; with 100% employer match about $15,380 at 4% or $10,253 at 6%.
2002118$76,749$37,854$2,103iApproximate average salary by contribution assumption: employee only about $52,575 at 4% or $35,050 at 6%; with 50% employer match about $35,050 at 4% or $23,367 at 6%; with 100% employer match about $26,288 at 4% or $17,525 at 6%.
J.J. Sosa & Associates Inc. Retirement Benefit Plan-18$76,749$37,854$2,103iApproximate average salary by contribution assumption: employee only about $52,575 at 4% or $35,050 at 6%; with 50% employer match about $35,050 at 4% or $23,367 at 6%; with 100% employer match about $26,288 at 4% or $17,525 at 6%.
2001137$54,773$24,331$658iApproximate average salary by contribution assumption: employee only about $16,440 at 4% or $10,960 at 6%; with 50% employer match about $10,960 at 4% or $7,307 at 6%; with 100% employer match about $8,220 at 4% or $5,480 at 6%.
J.J. Sosa & Associates Inc. Retirement Benefit Plan-37$54,773$24,331$658iApproximate average salary by contribution assumption: employee only about $16,440 at 4% or $10,960 at 6%; with 50% employer match about $10,960 at 4% or $7,307 at 6%; with 100% employer match about $8,220 at 4% or $5,480 at 6%.
2000133$53,859$22,014$667iApproximate average salary by contribution assumption: employee only about $16,677 at 4% or $11,118 at 6%; with 50% employer match about $11,118 at 4% or $7,412 at 6%; with 100% employer match about $8,339 at 4% or $5,559 at 6%.
J.J. Sosa & Associates Inc. Retirement Benefit Plan-33$53,859$22,014$667iApproximate average salary by contribution assumption: employee only about $16,677 at 4% or $11,118 at 6%; with 50% employer match about $11,118 at 4% or $7,412 at 6%; with 100% employer match about $8,339 at 4% or $5,559 at 6%.
1999114$72,977$14,338$1,024iApproximate average salary by contribution assumption: employee only about $25,604 at 4% or $17,069 at 6%; with 50% employer match about $17,069 at 4% or $11,379 at 6%; with 100% employer match about $12,802 at 4% or $8,535 at 6%.
J.J. Sosa & Associates Inc. Retirement Benefit Plan-14$72,977$14,338$1,024iApproximate average salary by contribution assumption: employee only about $25,604 at 4% or $17,069 at 6%; with 50% employer match about $17,069 at 4% or $11,379 at 6%; with 100% employer match about $12,802 at 4% or $8,535 at 6%.