W.A. Soefker & Son Inc.
Plan context: SOEFKER COMPANY RETIREMENT PLAN
EIN 62-0701905 • Memphis, TN • 17 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$315,619
2024 Contributions
$161,014
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 | 11 | $315,619 | $161,014 | $14,638iApproximate average salary by contribution assumption: employee only about $365,941 at 4% or $243,961 at 6%; with 50% employer match about $243,961 at 4% or $162,640 at 6%; with 100% employer match about $182,970 at 4% or $121,980 at 6%. |
| SOEFKER COMPANY RETIREMENT PLAN | - | 11 | $315,619 | $161,014 | $14,638iApproximate average salary by contribution assumption: employee only about $365,941 at 4% or $243,961 at 6%; with 50% employer match about $243,961 at 4% or $162,640 at 6%; with 100% employer match about $182,970 at 4% or $121,980 at 6%. |
| 2023 | 1 | 12 | $146,298 | $135,067 | $11,256iApproximate average salary by contribution assumption: employee only about $281,390 at 4% or $187,593 at 6%; with 50% employer match about $187,593 at 4% or $125,062 at 6%; with 100% employer match about $140,695 at 4% or $93,797 at 6%. |
| SOEFKER COMPANY RETIREMENT PLAN | - | 12 | $146,298 | $135,067 | $11,256iApproximate average salary by contribution assumption: employee only about $281,390 at 4% or $187,593 at 6%; with 50% employer match about $187,593 at 4% or $125,062 at 6%; with 100% employer match about $140,695 at 4% or $93,797 at 6%. |
| 2016 | 1 | 14 | $2,612,346 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 14 | $2,612,346 | - | - |
| 2015 | 1 | 14 | $2,213,379 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 14 | $2,213,379 | - | - |
| 2014 | 1 | 14 | $2,530,414 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 14 | $2,530,414 | - | - |
| 2013 | 1 | 14 | $2,413,474 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 14 | $2,413,474 | - | - |
| 2012 | 1 | 15 | $2,338,431 | $62,711 | $4,181iApproximate average salary by contribution assumption: employee only about $104,518 at 4% or $69,679 at 6%; with 50% employer match about $69,679 at 4% or $46,453 at 6%; with 100% employer match about $52,259 at 4% or $34,839 at 6%. |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 15 | $2,338,431 | $62,711 | $4,181iApproximate average salary by contribution assumption: employee only about $104,518 at 4% or $69,679 at 6%; with 50% employer match about $69,679 at 4% or $46,453 at 6%; with 100% employer match about $52,259 at 4% or $34,839 at 6%. |
| 2011 | 1 | 14 | $2,101,947 | $59,650 | $4,261iApproximate average salary by contribution assumption: employee only about $106,518 at 4% or $71,012 at 6%; with 50% employer match about $71,012 at 4% or $47,341 at 6%; with 100% employer match about $53,259 at 4% or $35,506 at 6%. |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 14 | $2,101,947 | $59,650 | $4,261iApproximate average salary by contribution assumption: employee only about $106,518 at 4% or $71,012 at 6%; with 50% employer match about $71,012 at 4% or $47,341 at 6%; with 100% employer match about $53,259 at 4% or $35,506 at 6%. |
| 2010 | 1 | 15 | $2,113,350 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 15 | $2,113,350 | - | - |
| 2008 | 1 | 16 | $1,337,166 | $67,081 | $4,193iApproximate average salary by contribution assumption: employee only about $104,814 at 4% or $69,876 at 6%; with 50% employer match about $69,876 at 4% or $46,584 at 6%; with 100% employer match about $52,407 at 4% or $34,938 at 6%. |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 16 | $1,337,166 | $67,081 | $4,193iApproximate average salary by contribution assumption: employee only about $104,814 at 4% or $69,876 at 6%; with 50% employer match about $69,876 at 4% or $46,584 at 6%; with 100% employer match about $52,407 at 4% or $34,938 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 13 | - | - | - |
| 2006 | 1 | 10 | $1,790,945 | $41,308 | $4,131iApproximate average salary by contribution assumption: employee only about $103,270 at 4% or $68,847 at 6%; with 50% employer match about $68,847 at 4% or $45,898 at 6%; with 100% employer match about $51,635 at 4% or $34,423 at 6%. |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 10 | $1,790,945 | $41,308 | $4,131iApproximate average salary by contribution assumption: employee only about $103,270 at 4% or $68,847 at 6%; with 50% employer match about $68,847 at 4% or $45,898 at 6%; with 100% employer match about $51,635 at 4% or $34,423 at 6%. |
| 2005 | 1 | 10 | $1,686,718 | $38,825 | $3,883iApproximate average salary by contribution assumption: employee only about $97,063 at 4% or $64,708 at 6%; with 50% employer match about $64,708 at 4% or $43,139 at 6%; with 100% employer match about $48,531 at 4% or $32,354 at 6%. |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 10 | $1,686,718 | $38,825 | $3,883iApproximate average salary by contribution assumption: employee only about $97,063 at 4% or $64,708 at 6%; with 50% employer match about $64,708 at 4% or $43,139 at 6%; with 100% employer match about $48,531 at 4% or $32,354 at 6%. |
| 2004 | 1 | 13 | $1,607,990 | $52,086 | $4,007iApproximate average salary by contribution assumption: employee only about $100,165 at 4% or $66,777 at 6%; with 50% employer match about $66,777 at 4% or $44,518 at 6%; with 100% employer match about $50,083 at 4% or $33,388 at 6%. |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 13 | $1,607,990 | $52,086 | $4,007iApproximate average salary by contribution assumption: employee only about $100,165 at 4% or $66,777 at 6%; with 50% employer match about $66,777 at 4% or $44,518 at 6%; with 100% employer match about $50,083 at 4% or $33,388 at 6%. |
| 2003 | 1 | 12 | $0 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 12 | - | - | - |
| 2002 | 1 | 14 | $0 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 14 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| W.A. Soefker & Son Inc. Pension Plan & Trust | - | 1 | - | - | - |