Civic Intelligence
Filing

Soder Mechanical Inc. 401(K) Sharing Plan & Trust

Soder Mechanical Inc. • EIN 73-1036507 • Tulsa, OK • Plan year 1999

Company ProfileSource Archive
9526 East 54thTulsa, OK 74145
Filing Insights

Participants

Down

8 → 5

-3 • -37.50%

Assets

Up

$207,228 → $253,522

$46,294 • 22.34%

Investment Management Fee

-

Admin expenses - • Total expenses $11,740

Filing Details

Context
Net investment result
$46,294
Pension payor EIN
73-1036507

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,773,198$100,022$33,341iApproximate average salary by contribution assumption: employee only about $833,517 at 4% or $555,678 at 6%; with 50% employer match about $555,678 at 4% or $370,452 at 6%; with 100% employer match about $416,758 at 4% or $277,839 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-3$1,773,198$100,022$33,341iApproximate average salary by contribution assumption: employee only about $833,517 at 4% or $555,678 at 6%; with 50% employer match about $555,678 at 4% or $370,452 at 6%; with 100% employer match about $416,758 at 4% or $277,839 at 6%.
202314$1,905,993$94,560$23,640iApproximate average salary by contribution assumption: employee only about $591,000 at 4% or $394,000 at 6%; with 50% employer match about $394,000 at 4% or $262,667 at 6%; with 100% employer match about $295,500 at 4% or $197,000 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-4$1,905,993$94,560$23,640iApproximate average salary by contribution assumption: employee only about $591,000 at 4% or $394,000 at 6%; with 50% employer match about $394,000 at 4% or $262,667 at 6%; with 100% employer match about $295,500 at 4% or $197,000 at 6%.
202213$1,586,844$80,225$26,742iApproximate average salary by contribution assumption: employee only about $668,542 at 4% or $445,694 at 6%; with 50% employer match about $445,694 at 4% or $297,130 at 6%; with 100% employer match about $334,271 at 4% or $222,847 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-3$1,586,844$80,225$26,742iApproximate average salary by contribution assumption: employee only about $668,542 at 4% or $445,694 at 6%; with 50% employer match about $445,694 at 4% or $297,130 at 6%; with 100% employer match about $334,271 at 4% or $222,847 at 6%.
202113$1,651,385$32,743$10,914iApproximate average salary by contribution assumption: employee only about $272,858 at 4% or $181,906 at 6%; with 50% employer match about $181,906 at 4% or $121,270 at 6%; with 100% employer match about $136,429 at 4% or $90,953 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-3$1,651,385$32,743$10,914iApproximate average salary by contribution assumption: employee only about $272,858 at 4% or $181,906 at 6%; with 50% employer match about $181,906 at 4% or $121,270 at 6%; with 100% employer match about $136,429 at 4% or $90,953 at 6%.
202013$1,516,617$123,009$41,003iApproximate average salary by contribution assumption: employee only about $1,025,075 at 4% or $683,383 at 6%; with 50% employer match about $683,383 at 4% or $455,589 at 6%; with 100% employer match about $512,538 at 4% or $341,692 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-3$1,516,617$123,009$41,003iApproximate average salary by contribution assumption: employee only about $1,025,075 at 4% or $683,383 at 6%; with 50% employer match about $683,383 at 4% or $455,589 at 6%; with 100% employer match about $512,538 at 4% or $341,692 at 6%.
201913$1,477,617$140,027$46,676iApproximate average salary by contribution assumption: employee only about $1,166,892 at 4% or $777,928 at 6%; with 50% employer match about $777,928 at 4% or $518,619 at 6%; with 100% employer match about $583,446 at 4% or $388,964 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-3$1,477,617$140,027$46,676iApproximate average salary by contribution assumption: employee only about $1,166,892 at 4% or $777,928 at 6%; with 50% employer match about $777,928 at 4% or $518,619 at 6%; with 100% employer match about $583,446 at 4% or $388,964 at 6%.
201815$1,182,035$137,907$27,581iApproximate average salary by contribution assumption: employee only about $689,535 at 4% or $459,690 at 6%; with 50% employer match about $459,690 at 4% or $306,460 at 6%; with 100% employer match about $344,768 at 4% or $229,845 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5$1,182,035$137,907$27,581iApproximate average salary by contribution assumption: employee only about $689,535 at 4% or $459,690 at 6%; with 50% employer match about $459,690 at 4% or $306,460 at 6%; with 100% employer match about $344,768 at 4% or $229,845 at 6%.
201715$1,254,386$132,339$26,468iApproximate average salary by contribution assumption: employee only about $661,695 at 4% or $441,130 at 6%; with 50% employer match about $441,130 at 4% or $294,087 at 6%; with 100% employer match about $330,848 at 4% or $220,565 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5$1,254,386$132,339$26,468iApproximate average salary by contribution assumption: employee only about $661,695 at 4% or $441,130 at 6%; with 50% employer match about $441,130 at 4% or $294,087 at 6%; with 100% employer match about $330,848 at 4% or $220,565 at 6%.
201614$1,022,092$128,008$32,002iApproximate average salary by contribution assumption: employee only about $800,050 at 4% or $533,367 at 6%; with 50% employer match about $533,367 at 4% or $355,578 at 6%; with 100% employer match about $400,025 at 4% or $266,683 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-4$1,022,092$128,008$32,002iApproximate average salary by contribution assumption: employee only about $800,050 at 4% or $533,367 at 6%; with 50% employer match about $533,367 at 4% or $355,578 at 6%; with 100% employer match about $400,025 at 4% or $266,683 at 6%.
201514$905,788$130,614$32,654iApproximate average salary by contribution assumption: employee only about $816,338 at 4% or $544,225 at 6%; with 50% employer match about $544,225 at 4% or $362,817 at 6%; with 100% employer match about $408,169 at 4% or $272,113 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-4$905,788$130,614$32,654iApproximate average salary by contribution assumption: employee only about $816,338 at 4% or $544,225 at 6%; with 50% employer match about $544,225 at 4% or $362,817 at 6%; with 100% employer match about $408,169 at 4% or $272,113 at 6%.
201414$880,817$108,881$27,220iApproximate average salary by contribution assumption: employee only about $680,506 at 4% or $453,671 at 6%; with 50% employer match about $453,671 at 4% or $302,447 at 6%; with 100% employer match about $340,253 at 4% or $226,835 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-4$880,817$108,881$27,220iApproximate average salary by contribution assumption: employee only about $680,506 at 4% or $453,671 at 6%; with 50% employer match about $453,671 at 4% or $302,447 at 6%; with 100% employer match about $340,253 at 4% or $226,835 at 6%.
201315$811,821$122,823$24,565iApproximate average salary by contribution assumption: employee only about $614,115 at 4% or $409,410 at 6%; with 50% employer match about $409,410 at 4% or $272,940 at 6%; with 100% employer match about $307,058 at 4% or $204,705 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5$811,821$122,823$24,565iApproximate average salary by contribution assumption: employee only about $614,115 at 4% or $409,410 at 6%; with 50% employer match about $409,410 at 4% or $272,940 at 6%; with 100% employer match about $307,058 at 4% or $204,705 at 6%.
201215$666,899$125,003$25,001iApproximate average salary by contribution assumption: employee only about $625,015 at 4% or $416,677 at 6%; with 50% employer match about $416,677 at 4% or $277,784 at 6%; with 100% employer match about $312,508 at 4% or $208,338 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5$666,899$125,003$25,001iApproximate average salary by contribution assumption: employee only about $625,015 at 4% or $416,677 at 6%; with 50% employer match about $416,677 at 4% or $277,784 at 6%; with 100% employer match about $312,508 at 4% or $208,338 at 6%.
201117$593,745$85,973$12,282iApproximate average salary by contribution assumption: employee only about $307,046 at 4% or $204,698 at 6%; with 50% employer match about $204,698 at 4% or $136,465 at 6%; with 100% employer match about $153,523 at 4% or $102,349 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-7$593,745$85,973$12,282iApproximate average salary by contribution assumption: employee only about $307,046 at 4% or $204,698 at 6%; with 50% employer match about $204,698 at 4% or $136,465 at 6%; with 100% employer match about $153,523 at 4% or $102,349 at 6%.
201018$1,643,780$72,136$9,017iApproximate average salary by contribution assumption: employee only about $225,425 at 4% or $150,283 at 6%; with 50% employer match about $150,283 at 4% or $100,189 at 6%; with 100% employer match about $112,713 at 4% or $75,142 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-8$1,643,780$72,136$9,017iApproximate average salary by contribution assumption: employee only about $225,425 at 4% or $150,283 at 6%; with 50% employer match about $150,283 at 4% or $100,189 at 6%; with 100% employer match about $112,713 at 4% or $75,142 at 6%.
200916$1,421,358$134,510$22,418iApproximate average salary by contribution assumption: employee only about $560,458 at 4% or $373,639 at 6%; with 50% employer match about $373,639 at 4% or $249,093 at 6%; with 100% employer match about $280,229 at 4% or $186,819 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-6$1,421,358$134,510$22,418iApproximate average salary by contribution assumption: employee only about $560,458 at 4% or $373,639 at 6%; with 50% employer match about $373,639 at 4% or $249,093 at 6%; with 100% employer match about $280,229 at 4% or $186,819 at 6%.
200816$999,993$123,013$20,502iApproximate average salary by contribution assumption: employee only about $512,554 at 4% or $341,703 at 6%; with 50% employer match about $341,703 at 4% or $227,802 at 6%; with 100% employer match about $256,277 at 4% or $170,851 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-6$999,993$123,013$20,502iApproximate average salary by contribution assumption: employee only about $512,554 at 4% or $341,703 at 6%; with 50% employer match about $341,703 at 4% or $227,802 at 6%; with 100% employer match about $256,277 at 4% or $170,851 at 6%.
200717$0$0-
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-7---
200617$1,055,271$148,601$21,229iApproximate average salary by contribution assumption: employee only about $530,718 at 4% or $353,812 at 6%; with 50% employer match about $353,812 at 4% or $235,875 at 6%; with 100% employer match about $265,359 at 4% or $176,906 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-7$1,055,271$148,601$21,229iApproximate average salary by contribution assumption: employee only about $530,718 at 4% or $353,812 at 6%; with 50% employer match about $353,812 at 4% or $235,875 at 6%; with 100% employer match about $265,359 at 4% or $176,906 at 6%.
200516$817,899$98,275$16,379iApproximate average salary by contribution assumption: employee only about $409,479 at 4% or $272,986 at 6%; with 50% employer match about $272,986 at 4% or $181,991 at 6%; with 100% employer match about $204,740 at 4% or $136,493 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-6$817,899$98,275$16,379iApproximate average salary by contribution assumption: employee only about $409,479 at 4% or $272,986 at 6%; with 50% employer match about $272,986 at 4% or $181,991 at 6%; with 100% employer match about $204,740 at 4% or $136,493 at 6%.
2004119$686,497$55,891$2,942iApproximate average salary by contribution assumption: employee only about $73,541 at 4% or $49,027 at 6%; with 50% employer match about $49,027 at 4% or $32,685 at 6%; with 100% employer match about $36,770 at 4% or $24,514 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-19$686,497$55,891$2,942iApproximate average salary by contribution assumption: employee only about $73,541 at 4% or $49,027 at 6%; with 50% employer match about $49,027 at 4% or $32,685 at 6%; with 100% employer match about $36,770 at 4% or $24,514 at 6%.
200315$555,391$82,476$16,495iApproximate average salary by contribution assumption: employee only about $412,380 at 4% or $274,920 at 6%; with 50% employer match about $274,920 at 4% or $183,280 at 6%; with 100% employer match about $206,190 at 4% or $137,460 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5$555,391$82,476$16,495iApproximate average salary by contribution assumption: employee only about $412,380 at 4% or $274,920 at 6%; with 50% employer match about $274,920 at 4% or $183,280 at 6%; with 100% employer match about $206,190 at 4% or $137,460 at 6%.
200216$432,261$49,309$8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-6$432,261$49,309$8,218iApproximate average salary by contribution assumption: employee only about $205,454 at 4% or $136,969 at 6%; with 50% employer match about $136,969 at 4% or $91,313 at 6%; with 100% employer match about $102,727 at 4% or $68,485 at 6%.
200115$0$0-
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5---
200015$0$0-
Soder Mechanical Inc. 401(K) Sharing Plan & Trust-5---
199915$253,522$48,751$9,750iApproximate average salary by contribution assumption: employee only about $243,755 at 4% or $162,503 at 6%; with 50% employer match about $162,503 at 4% or $108,336 at 6%; with 100% employer match about $121,878 at 4% or $81,252 at 6%.
Soder Mechanical Inc. 401(K) Sharing Plan & TrustCurrent5$253,522$48,751$9,750iApproximate average salary by contribution assumption: employee only about $243,755 at 4% or $162,503 at 6%; with 50% employer match about $162,503 at 4% or $108,336 at 6%; with 100% employer match about $121,878 at 4% or $81,252 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
56037115238551
Form Id
4491480
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371115238050002
Ins Broker 01 Name
GLENN C. RAPPARD, CLU CHFC
Ins Broker 01 Street Addr
9435 E. CENTRAL, BLDG. 200
Ins Broker 01 City
WICHITA
Ins Broker 01 State
KS
Ins Broker 01 ZIP Code
67206
Ins Broker Comm Pd 01 Amount
$132
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
56037115238551
Form Id
4491480
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
30371115238050002
Ins Broker 01 Name
JAMES E. FISHER
Ins Broker 01 Street Addr
1835 N. ROCK RD.
Ins Broker 01 City
WICHITA
Ins Broker 01 State
KS
Ins Broker 01 ZIP Code
672061260
Ins Broker Comm Pd 01 Amount
$132
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Filing Id
56037115238551
Form Id
4491480
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
30371115238050002
Ins Broker 01 Name
ROBERT E. GUTHRIE
Ins Broker 01 Street Addr
200 EAST 19TH, PO BOX 1926
Ins Broker 01 City
HUTCHINSON
Ins Broker 01 State
KS
Ins Broker 01 ZIP Code
675041926
Ins Broker Comm Pd 01 Amount
$1,111
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Ins Carrier Name: LAFAYETTE LIFE INSURANCE COMPANY
Filing Id
56037115238551
Form Id
4491480
Schedule A EIN
73-1036507
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
1999-04-01
Schedule A Tax Period
20000331
Ins Carrier Name
LAFAYETTE LIFE INSURANCE COMPANY
Ins Carrier EIN
35-0457540
Ins Carrier Naic Code
65242
Ins Contract Num
CP2036
Ins Prsn Covered End of year Count
8
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$1,275
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$160,209
Pension Contribution Dep Amount
$37,017
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$8,778
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$45,795
Pension Total Bal Addn Amount
$206,004
Pension Bnfts Dsbrsd Amount
$8,357
Pension Admin Chrg Amount
$100
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$8,457
Pension End of year Bal Amount
$197,547
Wlfr Type Bnft Indicator
D
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$3,283
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$253,522$46,294 change

Balance Sheet

Beginning and end of plan year.

Total assets$207,228$253,522Increase +$46,294 (22.34%)
Total liabilities$0$0No change $0
Net assets$207,228$253,522Increase +$46,294 (22.34%)

Contributions

Employer contributions$48,751
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$58,034
Total expenses$11,740
Net income$46,294
Source fields
Schedule I source fields
Filing Id
56037115238551
Schedule I EIN
73-1036507
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
1999-04-01
Schedule I Tax Period
20000331
Small plan total assets at beginning of year
$207,228
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$207,228
Small plan total assets at end of year
$253,522
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$253,522
Small plan employer contributions
$48,751
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$9,283
Small plan total income
$58,034
Small plan total benefit distributions
$8,357
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,383
Small plan total expenses
$11,740
Small plan net income or loss
$46,294
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN73-1036507

Transfers

Distributed property value$0
Schedule R source fields
Payor 73-1036507
Filing Id
56037115238551
Schedule R EIN
73-1036507
Schedule R Plan number
001
Schedule R Plan Year Begin Date
1999-04-01
Schedule R Tax Period
20000331
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
73-1036507
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0