Fidelity bond in place
Yes
Filing
Soder Mechanical Inc. 401(K) Sharing Plan & Trust
Soder Mechanical Inc. • EIN 73-1036507 • Plan year 2004
Filing Insights
Participants
Up6 → 19
13 • 216.67%
Assets
Up$555,391 → $686,497
$131,106 • 23.61%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $131,106
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2023 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2022 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2021 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2020 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2019 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2018 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2017 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2016 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2015 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2014 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2013 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2012 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2011 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2010 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2009 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2008 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Soder Mechanical Inc. Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2005 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2004 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | Current | 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%. |
| 2003 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2002 | 1 | 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%. |
| Soder Mechanical Inc. Profit Sharing Plan | - | 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%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Soder Mechanical Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Soder Mechanical Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 5 | $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. Profit Sharing Plan | - | 5 | $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 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$686,497$131,106 change
Balance Sheet
Beginning and end of plan year.
Total assets$555,391$686,497Increase +$131,106 (23.61%)
Total liabilities$0$0No change $0
Net assets$555,391$686,497Increase +$131,106 (23.61%)
Contributions
Employer contributions$9,174
Participant contributions$46,717
Other contributions$0
Income & Expenses
Total income$131,106
Total expenses$0
Net income$131,106
Source fields
- Schedule I source fields
- Filing Id
- 84037231503305
- Schedule I EIN
- 73-1036507
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2004-01-01
- Schedule I Tax Period
- 20041231
- Small plan total assets at beginning of year
- $555,391
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $555,391
- Small plan total assets at end of year
- $686,497
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $686,497
- Small plan employer contributions
- $9,174
- Small plan participant contributions
- $46,717
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $75,215
- Small plan total income
- $131,106
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $131,106
- 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
- Yes
- Small plan fidelity bond amount
- $70,000
- 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
- Waiver Annual Iqpa Report
- 1
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0