Civic Intelligence

SOUND INCOME GROUP, LLC

Plan context: SOUND INCOME GROUP 401(K) RETIREMENT PLAN

EIN 81-3652263 • Fort Lauderdale, FL • 6 filings • 2 plans

500 W Cypress Creek RdSuite 250Fort Lauderdale, FL 33309
Current Snapshot

Latest Year

2025

2025 Participants

65

2025 Assets

$3,529,576

2025 Contributions

$579,828

Historical Graphs

Total Assets Over Time

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

$3,529,576$1,764,788$0202020232025YearValue
$3,529,576Latest year 2025

Participants Over Time

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

65330202020232025YearValue
65Latest 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
2025165$3,529,576$579,828$8,920iApproximate average salary by contribution assumption: employee only about $223,011 at 4% or $148,674 at 6%; with 50% employer match about $148,674 at 4% or $99,116 at 6%; with 100% employer match about $111,505 at 4% or $74,337 at 6%.
SOUND INCOME GROUP 401(K) RETIREMENT PLAN-65$3,529,576$579,828$8,920iApproximate average salary by contribution assumption: employee only about $223,011 at 4% or $148,674 at 6%; with 50% employer match about $148,674 at 4% or $99,116 at 6%; with 100% employer match about $111,505 at 4% or $74,337 at 6%.
2024163$2,792,874$1,034,102$16,414iApproximate average salary by contribution assumption: employee only about $410,358 at 4% or $273,572 at 6%; with 50% employer match about $273,572 at 4% or $182,381 at 6%; with 100% employer match about $205,179 at 4% or $136,786 at 6%.
SOUND INCOME GROUP 401(K) RETIREMENT PLAN-63$2,792,874$1,034,102$16,414iApproximate average salary by contribution assumption: employee only about $410,358 at 4% or $273,572 at 6%; with 50% employer match about $273,572 at 4% or $182,381 at 6%; with 100% employer match about $205,179 at 4% or $136,786 at 6%.
2023144$1,681,045$417,959$9,499iApproximate average salary by contribution assumption: employee only about $237,477 at 4% or $158,318 at 6%; with 50% employer match about $158,318 at 4% or $105,545 at 6%; with 100% employer match about $118,738 at 4% or $79,159 at 6%.
SOUND INCOME GROUP 401(K) RETIREMENT PLAN-44$1,681,045$417,959$9,499iApproximate average salary by contribution assumption: employee only about $237,477 at 4% or $158,318 at 6%; with 50% employer match about $158,318 at 4% or $105,545 at 6%; with 100% employer match about $118,738 at 4% or $79,159 at 6%.
2022135$1,148,045$346,879$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,180 at 6%; with 50% employer match about $165,180 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
SOUND INCOME GROUP 401(K) RETIREMENT PLAN-35$1,148,045$346,879$9,911iApproximate average salary by contribution assumption: employee only about $247,771 at 4% or $165,180 at 6%; with 50% employer match about $165,180 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
2021125$1,134,624$268,334$10,733iApproximate average salary by contribution assumption: employee only about $268,334 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,260 at 6%; with 100% employer match about $134,167 at 4% or $89,445 at 6%.
ADVISORS ACADEMY HOLDINGS 401(K) RETIREMENT PLAN-25$1,134,624$268,334$10,733iApproximate average salary by contribution assumption: employee only about $268,334 at 4% or $178,889 at 6%; with 50% employer match about $178,889 at 4% or $119,260 at 6%; with 100% employer match about $134,167 at 4% or $89,445 at 6%.
2020128$796,506$160,057$5,716iApproximate average salary by contribution assumption: employee only about $142,908 at 4% or $95,272 at 6%; with 50% employer match about $95,272 at 4% or $63,515 at 6%; with 100% employer match about $71,454 at 4% or $47,636 at 6%.
ADVISORS ACADEMY HOLDINGS 401(K) RETIREMENT PLAN-28$796,506$160,057$5,716iApproximate average salary by contribution assumption: employee only about $142,908 at 4% or $95,272 at 6%; with 50% employer match about $95,272 at 4% or $63,515 at 6%; with 100% employer match about $71,454 at 4% or $47,636 at 6%.