Civic Intelligence

SOLSTICE PLANNING AND ARCHITEC

Plan context: SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST

EIN 81-2803154 • Sarasota, FL • 10 filings • 2 plans

1900 Main St Ste 202Sarasota, FL 34236-5949
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$25,519

2025 Contributions

$563

Historical Graphs

Total Assets Over Time

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

$113,864$56,932$0201620212025YearValue
$25,519Latest year 2025

Participants Over Time

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

840201620212025YearValue
8Latest year 2025

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
202518$25,519$0-
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-8$25,519$0-
202418$26,504$563$70iApproximate average salary by contribution assumption: employee only about $1,759 at 4% or $1,173 at 6%; with 50% employer match about $1,173 at 4% or $782 at 6%; with 100% employer match about $880 at 4% or $586 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-8$26,504$563$70iApproximate average salary by contribution assumption: employee only about $1,759 at 4% or $1,173 at 6%; with 50% employer match about $1,173 at 4% or $782 at 6%; with 100% employer match about $880 at 4% or $586 at 6%.
202318$67,203$23,419$2,927iApproximate average salary by contribution assumption: employee only about $73,184 at 4% or $48,790 at 6%; with 50% employer match about $48,790 at 4% or $32,526 at 6%; with 100% employer match about $36,592 at 4% or $24,395 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-8$67,203$23,419$2,927iApproximate average salary by contribution assumption: employee only about $73,184 at 4% or $48,790 at 6%; with 50% employer match about $48,790 at 4% or $32,526 at 6%; with 100% employer match about $36,592 at 4% or $24,395 at 6%.
202217$113,864$43,226$6,175iApproximate average salary by contribution assumption: employee only about $154,379 at 4% or $102,919 at 6%; with 50% employer match about $102,919 at 4% or $68,613 at 6%; with 100% employer match about $77,189 at 4% or $51,460 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-7$113,864$43,226$6,175iApproximate average salary by contribution assumption: employee only about $154,379 at 4% or $102,919 at 6%; with 50% employer match about $102,919 at 4% or $68,613 at 6%; with 100% employer match about $77,189 at 4% or $51,460 at 6%.
202115$89,621$3,209$642iApproximate average salary by contribution assumption: employee only about $16,045 at 4% or $10,697 at 6%; with 50% employer match about $10,697 at 4% or $7,131 at 6%; with 100% employer match about $8,022 at 4% or $5,348 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-5$89,621$3,209$642iApproximate average salary by contribution assumption: employee only about $16,045 at 4% or $10,697 at 6%; with 50% employer match about $10,697 at 4% or $7,131 at 6%; with 100% employer match about $8,022 at 4% or $5,348 at 6%.
202015$72,211$9,799$1,960iApproximate average salary by contribution assumption: employee only about $48,995 at 4% or $32,663 at 6%; with 50% employer match about $32,663 at 4% or $21,776 at 6%; with 100% employer match about $24,498 at 4% or $16,332 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-5$72,211$9,799$1,960iApproximate average salary by contribution assumption: employee only about $48,995 at 4% or $32,663 at 6%; with 50% employer match about $32,663 at 4% or $21,776 at 6%; with 100% employer match about $24,498 at 4% or $16,332 at 6%.
201915$69,040$8,810$1,762iApproximate average salary by contribution assumption: employee only about $44,050 at 4% or $29,367 at 6%; with 50% employer match about $29,367 at 4% or $19,578 at 6%; with 100% employer match about $22,025 at 4% or $14,683 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401(K) PROFIT SHARING PLAN & TRUST-5$69,040$8,810$1,762iApproximate average salary by contribution assumption: employee only about $44,050 at 4% or $29,367 at 6%; with 50% employer match about $29,367 at 4% or $19,578 at 6%; with 100% employer match about $22,025 at 4% or $14,683 at 6%.
201816$53,608$16,147$2,691iApproximate average salary by contribution assumption: employee only about $67,279 at 4% or $44,853 at 6%; with 50% employer match about $44,853 at 4% or $29,902 at 6%; with 100% employer match about $33,640 at 4% or $22,426 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401 K PROFIT SHARING PLAN TRUST-6$53,608$16,147$2,691iApproximate average salary by contribution assumption: employee only about $67,279 at 4% or $44,853 at 6%; with 50% employer match about $44,853 at 4% or $29,902 at 6%; with 100% employer match about $33,640 at 4% or $22,426 at 6%.
201716$40,183$23,465$3,911iApproximate average salary by contribution assumption: employee only about $97,771 at 4% or $65,181 at 6%; with 50% employer match about $65,181 at 4% or $43,454 at 6%; with 100% employer match about $48,885 at 4% or $32,590 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401 K PROFIT SHARING PLAN TRUST-6$40,183$23,465$3,911iApproximate average salary by contribution assumption: employee only about $97,771 at 4% or $65,181 at 6%; with 50% employer match about $65,181 at 4% or $43,454 at 6%; with 100% employer match about $48,885 at 4% or $32,590 at 6%.
201616$17,761$17,762$2,960iApproximate average salary by contribution assumption: employee only about $74,008 at 4% or $49,339 at 6%; with 50% employer match about $49,339 at 4% or $32,893 at 6%; with 100% employer match about $37,004 at 4% or $24,669 at 6%.
SOLSTICE PLANNING AND ARCHITEC 401 K PROFIT SHARING PLAN TRUST-6$17,761$17,762$2,960iApproximate average salary by contribution assumption: employee only about $74,008 at 4% or $49,339 at 6%; with 50% employer match about $49,339 at 4% or $32,893 at 6%; with 100% employer match about $37,004 at 4% or $24,669 at 6%.