Civic Intelligence

SOFOS HARBERT RENEWABLE ENERGY

Plan context: SOFOS HARBERT 401(K) PLAN

EIN 82-3001496 • Birmingham, AL • 7 filings • 1 plans

3500 Blue Lake DriveSuite 355Birmingham, AL 35243
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$1,845,041

2025 Contributions

$277,870

Historical Graphs

Total Assets Over Time

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

$1,845,041$922,521$0201920222025YearValue
$1,845,041Latest year 2025

Participants Over Time

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

23120201920222025YearValue
23Latest 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
2025123$1,845,041$277,870$12,081iApproximate average salary by contribution assumption: employee only about $302,033 at 4% or $201,355 at 6%; with 50% employer match about $201,355 at 4% or $134,237 at 6%; with 100% employer match about $151,016 at 4% or $100,678 at 6%.
SOFOS HARBERT 401(K) PLAN-23$1,845,041$277,870$12,081iApproximate average salary by contribution assumption: employee only about $302,033 at 4% or $201,355 at 6%; with 50% employer match about $201,355 at 4% or $134,237 at 6%; with 100% employer match about $151,016 at 4% or $100,678 at 6%.
2024119$1,298,169$848,177$44,641iApproximate average salary by contribution assumption: employee only about $1,116,022 at 4% or $744,015 at 6%; with 50% employer match about $744,015 at 4% or $496,010 at 6%; with 100% employer match about $558,011 at 4% or $372,007 at 6%.
SOFOS HARBERT 401(K) PLAN-19$1,298,169$848,177$44,641iApproximate average salary by contribution assumption: employee only about $1,116,022 at 4% or $744,015 at 6%; with 50% employer match about $744,015 at 4% or $496,010 at 6%; with 100% employer match about $558,011 at 4% or $372,007 at 6%.
2023112$424,773$142,197$11,850iApproximate average salary by contribution assumption: employee only about $296,244 at 4% or $197,496 at 6%; with 50% employer match about $197,496 at 4% or $131,664 at 6%; with 100% employer match about $148,122 at 4% or $98,748 at 6%.
SOFOS HARBERT 401(K) PLAN-12$424,773$142,197$11,850iApproximate average salary by contribution assumption: employee only about $296,244 at 4% or $197,496 at 6%; with 50% employer match about $197,496 at 4% or $131,664 at 6%; with 100% employer match about $148,122 at 4% or $98,748 at 6%.
2022111$437,685$116,562$10,597iApproximate average salary by contribution assumption: employee only about $264,914 at 4% or $176,609 at 6%; with 50% employer match about $176,609 at 4% or $117,739 at 6%; with 100% employer match about $132,457 at 4% or $88,305 at 6%.
SOFOS HARBERT 401(K) PLAN-11$437,685$116,562$10,597iApproximate average salary by contribution assumption: employee only about $264,914 at 4% or $176,609 at 6%; with 50% employer match about $176,609 at 4% or $117,739 at 6%; with 100% employer match about $132,457 at 4% or $88,305 at 6%.
2021110$433,140$76,353$7,635iApproximate average salary by contribution assumption: employee only about $190,883 at 4% or $127,255 at 6%; with 50% employer match about $127,255 at 4% or $84,837 at 6%; with 100% employer match about $95,441 at 4% or $63,628 at 6%.
SOFOS HARBERT 401(K) PLAN-10$433,140$76,353$7,635iApproximate average salary by contribution assumption: employee only about $190,883 at 4% or $127,255 at 6%; with 50% employer match about $127,255 at 4% or $84,837 at 6%; with 100% employer match about $95,441 at 4% or $63,628 at 6%.
202016$312,693$49,009$8,168iApproximate average salary by contribution assumption: employee only about $204,204 at 4% or $136,136 at 6%; with 50% employer match about $136,136 at 4% or $90,757 at 6%; with 100% employer match about $102,102 at 4% or $68,068 at 6%.
SOFOS HARBERT 401(K) PLAN-6$312,693$49,009$8,168iApproximate average salary by contribution assumption: employee only about $204,204 at 4% or $136,136 at 6%; with 50% employer match about $136,136 at 4% or $90,757 at 6%; with 100% employer match about $102,102 at 4% or $68,068 at 6%.
201916$401,353$369,380$61,563iApproximate average salary by contribution assumption: employee only about $1,539,083 at 4% or $1,026,056 at 6%; with 50% employer match about $1,026,056 at 4% or $684,037 at 6%; with 100% employer match about $769,542 at 4% or $513,028 at 6%.
SOFOS HARBERT 401(K) PLAN-6$401,353$369,380$61,563iApproximate average salary by contribution assumption: employee only about $1,539,083 at 4% or $1,026,056 at 6%; with 50% employer match about $1,026,056 at 4% or $684,037 at 6%; with 100% employer match about $769,542 at 4% or $513,028 at 6%.