Civic Intelligence

Kramer, Sewell, Sopko & Levenstein, P.A.

Plan context: Copeland Kramer Sewell & Sopko Pa 401K Plan

EIN 65-0188475 • Stuart, FL • 19 filings • 4 plans

2300 SE Monterey RoadSuite 100Stuart, FL 34996
Current Snapshot

Latest Year

2018

2018 Participants

18

2018 Assets

$2,939,630

2018 Contributions

$110,920

Historical Graphs

Total Assets Over Time

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

$2,939,630$1,469,815$0199920102017YearValue
$2,939,630Latest year 2017

Participants Over Time

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

22110199920092017YearValue
18Latest year 2017

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
201810$0$110,920-
Copeland Kramer Sewell & Sopko Pa 401K Plan-0$0$110,920-
2017118$2,939,630$179,483$9,971iApproximate average salary by contribution assumption: employee only about $249,282 at 4% or $166,188 at 6%; with 50% employer match about $166,188 at 4% or $110,792 at 6%; with 100% employer match about $124,641 at 4% or $83,094 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-18$2,939,630$179,483$9,971iApproximate average salary by contribution assumption: employee only about $249,282 at 4% or $166,188 at 6%; with 50% employer match about $166,188 at 4% or $110,792 at 6%; with 100% employer match about $124,641 at 4% or $83,094 at 6%.
2016118$2,627,946$209,546$11,641iApproximate average salary by contribution assumption: employee only about $291,036 at 4% or $194,024 at 6%; with 50% employer match about $194,024 at 4% or $129,349 at 6%; with 100% employer match about $145,518 at 4% or $97,012 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-18$2,627,946$209,546$11,641iApproximate average salary by contribution assumption: employee only about $291,036 at 4% or $194,024 at 6%; with 50% employer match about $194,024 at 4% or $129,349 at 6%; with 100% employer match about $145,518 at 4% or $97,012 at 6%.
2015117$2,241,796$154,070$9,063iApproximate average salary by contribution assumption: employee only about $226,574 at 4% or $151,049 at 6%; with 50% employer match about $151,049 at 4% or $100,699 at 6%; with 100% employer match about $113,287 at 4% or $75,525 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-17$2,241,796$154,070$9,063iApproximate average salary by contribution assumption: employee only about $226,574 at 4% or $151,049 at 6%; with 50% employer match about $151,049 at 4% or $100,699 at 6%; with 100% employer match about $113,287 at 4% or $75,525 at 6%.
2014118$2,181,943$158,490$8,805iApproximate average salary by contribution assumption: employee only about $220,125 at 4% or $146,750 at 6%; with 50% employer match about $146,750 at 4% or $97,833 at 6%; with 100% employer match about $110,063 at 4% or $73,375 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-18$2,181,943$158,490$8,805iApproximate average salary by contribution assumption: employee only about $220,125 at 4% or $146,750 at 6%; with 50% employer match about $146,750 at 4% or $97,833 at 6%; with 100% employer match about $110,063 at 4% or $73,375 at 6%.
2013119$1,963,992$197,151$10,376iApproximate average salary by contribution assumption: employee only about $259,409 at 4% or $172,939 at 6%; with 50% employer match about $172,939 at 4% or $115,293 at 6%; with 100% employer match about $129,705 at 4% or $86,470 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-19$1,963,992$197,151$10,376iApproximate average salary by contribution assumption: employee only about $259,409 at 4% or $172,939 at 6%; with 50% employer match about $172,939 at 4% or $115,293 at 6%; with 100% employer match about $129,705 at 4% or $86,470 at 6%.
2012116$1,568,139$171,064$10,692iApproximate average salary by contribution assumption: employee only about $267,288 at 4% or $178,192 at 6%; with 50% employer match about $178,192 at 4% or $118,794 at 6%; with 100% employer match about $133,644 at 4% or $89,096 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-16$1,568,139$171,064$10,692iApproximate average salary by contribution assumption: employee only about $267,288 at 4% or $178,192 at 6%; with 50% employer match about $178,192 at 4% or $118,794 at 6%; with 100% employer match about $133,644 at 4% or $89,096 at 6%.
2011118$1,271,853$159,420$8,857iApproximate average salary by contribution assumption: employee only about $221,417 at 4% or $147,611 at 6%; with 50% employer match about $147,611 at 4% or $98,407 at 6%; with 100% employer match about $110,708 at 4% or $73,806 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-18$1,271,853$159,420$8,857iApproximate average salary by contribution assumption: employee only about $221,417 at 4% or $147,611 at 6%; with 50% employer match about $147,611 at 4% or $98,407 at 6%; with 100% employer match about $110,708 at 4% or $73,806 at 6%.
2010120$1,247,816$171,119$8,556iApproximate average salary by contribution assumption: employee only about $213,899 at 4% or $142,599 at 6%; with 50% employer match about $142,599 at 4% or $95,066 at 6%; with 100% employer match about $106,949 at 4% or $71,300 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-20$1,247,816$171,119$8,556iApproximate average salary by contribution assumption: employee only about $213,899 at 4% or $142,599 at 6%; with 50% employer match about $142,599 at 4% or $95,066 at 6%; with 100% employer match about $106,949 at 4% or $71,300 at 6%.
2009122$949,715$132,562$6,026iApproximate average salary by contribution assumption: employee only about $150,639 at 4% or $100,426 at 6%; with 50% employer match about $100,426 at 4% or $66,951 at 6%; with 100% employer match about $75,319 at 4% or $50,213 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-22$949,715$132,562$6,026iApproximate average salary by contribution assumption: employee only about $150,639 at 4% or $100,426 at 6%; with 50% employer match about $100,426 at 4% or $66,951 at 6%; with 100% employer match about $75,319 at 4% or $50,213 at 6%.
2008116$721,672$136,678$8,542iApproximate average salary by contribution assumption: employee only about $213,559 at 4% or $142,373 at 6%; with 50% employer match about $142,373 at 4% or $94,915 at 6%; with 100% employer match about $106,780 at 4% or $71,186 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-16$721,672$136,678$8,542iApproximate average salary by contribution assumption: employee only about $213,559 at 4% or $142,373 at 6%; with 50% employer match about $142,373 at 4% or $94,915 at 6%; with 100% employer match about $106,780 at 4% or $71,186 at 6%.
2007116$933,965$106,301$6,644iApproximate average salary by contribution assumption: employee only about $166,095 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,048 at 4% or $55,365 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-16$933,965$106,301$6,644iApproximate average salary by contribution assumption: employee only about $166,095 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,048 at 4% or $55,365 at 6%.
2006116$783,284$154,504$9,657iApproximate average salary by contribution assumption: employee only about $241,413 at 4% or $160,942 at 6%; with 50% employer match about $160,942 at 4% or $107,294 at 6%; with 100% employer match about $120,706 at 4% or $80,471 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-16$783,284$154,504$9,657iApproximate average salary by contribution assumption: employee only about $241,413 at 4% or $160,942 at 6%; with 50% employer match about $160,942 at 4% or $107,294 at 6%; with 100% employer match about $120,706 at 4% or $80,471 at 6%.
2005116$551,007$136,790$8,549iApproximate average salary by contribution assumption: employee only about $213,734 at 4% or $142,490 at 6%; with 50% employer match about $142,490 at 4% or $94,993 at 6%; with 100% employer match about $106,867 at 4% or $71,245 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-16$551,007$136,790$8,549iApproximate average salary by contribution assumption: employee only about $213,734 at 4% or $142,490 at 6%; with 50% employer match about $142,490 at 4% or $94,993 at 6%; with 100% employer match about $106,867 at 4% or $71,245 at 6%.
2004114$456,155$70,894$5,064iApproximate average salary by contribution assumption: employee only about $126,596 at 4% or $84,398 at 6%; with 50% employer match about $84,398 at 4% or $56,265 at 6%; with 100% employer match about $63,298 at 4% or $42,199 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-14$456,155$70,894$5,064iApproximate average salary by contribution assumption: employee only about $126,596 at 4% or $84,398 at 6%; with 50% employer match about $84,398 at 4% or $56,265 at 6%; with 100% employer match about $63,298 at 4% or $42,199 at 6%.
2003114$0$0-
Copeland Kramer Sewell & Sopko Pa 401K Plan-14---
2002115$0$0-
Copeland Kramer Sewell & Sopko Pa 401K Plan-15---
200119$0$0-
Copeland Kramer Sewell & Sopko Pa 401K Plan-9---
199918$94,928$27,010$3,376iApproximate average salary by contribution assumption: employee only about $84,406 at 4% or $56,271 at 6%; with 50% employer match about $56,271 at 4% or $37,514 at 6%; with 100% employer match about $42,203 at 4% or $28,135 at 6%.
Copeland Kramer Sewell & Sopko Pa 401K Plan-8$94,928$27,010$3,376iApproximate average salary by contribution assumption: employee only about $84,406 at 4% or $56,271 at 6%; with 50% employer match about $56,271 at 4% or $37,514 at 6%; with 100% employer match about $42,203 at 4% or $28,135 at 6%.