Socha Financial Group LLC
Plan context: Socha Financial Group LLC 401(K) Profit Sharing Plan
EIN 83-0756137 • Corning, NY • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$1,088,352
2025 Contributions
$119,922
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $1,088,352 | $119,922 | $9,225iApproximate average salary by contribution assumption: employee only about $230,619 at 4% or $153,746 at 6%; with 50% employer match about $153,746 at 4% or $102,497 at 6%; with 100% employer match about $115,310 at 4% or $76,873 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 13 | $1,088,352 | $119,922 | $9,225iApproximate average salary by contribution assumption: employee only about $230,619 at 4% or $153,746 at 6%; with 50% employer match about $153,746 at 4% or $102,497 at 6%; with 100% employer match about $115,310 at 4% or $76,873 at 6%. |
| 2024 | 1 | 15 | $2,114,905 | $113,741 | $7,583iApproximate average salary by contribution assumption: employee only about $189,568 at 4% or $126,379 at 6%; with 50% employer match about $126,379 at 4% or $84,253 at 6%; with 100% employer match about $94,784 at 4% or $63,189 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 15 | $2,114,905 | $113,741 | $7,583iApproximate average salary by contribution assumption: employee only about $189,568 at 4% or $126,379 at 6%; with 50% employer match about $126,379 at 4% or $84,253 at 6%; with 100% employer match about $94,784 at 4% or $63,189 at 6%. |
| 2023 | 1 | 13 | $1,592,701 | $135,286 | $10,407iApproximate average salary by contribution assumption: employee only about $260,165 at 4% or $173,444 at 6%; with 50% employer match about $173,444 at 4% or $115,629 at 6%; with 100% employer match about $130,083 at 4% or $86,722 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 13 | $1,592,701 | $135,286 | $10,407iApproximate average salary by contribution assumption: employee only about $260,165 at 4% or $173,444 at 6%; with 50% employer match about $173,444 at 4% or $115,629 at 6%; with 100% employer match about $130,083 at 4% or $86,722 at 6%. |
| 2022 | 1 | 13 | $1,115,480 | $147,050 | $11,312iApproximate average salary by contribution assumption: employee only about $282,788 at 4% or $188,526 at 6%; with 50% employer match about $188,526 at 4% or $125,684 at 6%; with 100% employer match about $141,394 at 4% or $94,263 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 13 | $1,115,480 | $147,050 | $11,312iApproximate average salary by contribution assumption: employee only about $282,788 at 4% or $188,526 at 6%; with 50% employer match about $188,526 at 4% or $125,684 at 6%; with 100% employer match about $141,394 at 4% or $94,263 at 6%. |
| 2021 | 1 | 14 | $1,294,408 | $167,013 | $11,930iApproximate average salary by contribution assumption: employee only about $298,238 at 4% or $198,825 at 6%; with 50% employer match about $198,825 at 4% or $132,550 at 6%; with 100% employer match about $149,119 at 4% or $99,413 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 14 | $1,294,408 | $167,013 | $11,930iApproximate average salary by contribution assumption: employee only about $298,238 at 4% or $198,825 at 6%; with 50% employer match about $198,825 at 4% or $132,550 at 6%; with 100% employer match about $149,119 at 4% or $99,413 at 6%. |
| 2020 | 1 | 14 | $1,034,367 | $154,847 | $11,061iApproximate average salary by contribution assumption: employee only about $276,513 at 4% or $184,342 at 6%; with 50% employer match about $184,342 at 4% or $122,894 at 6%; with 100% employer match about $138,256 at 4% or $92,171 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 14 | $1,034,367 | $154,847 | $11,061iApproximate average salary by contribution assumption: employee only about $276,513 at 4% or $184,342 at 6%; with 50% employer match about $184,342 at 4% or $122,894 at 6%; with 100% employer match about $138,256 at 4% or $92,171 at 6%. |
| 2019 | 1 | 16 | $708,796 | $217,645 | $13,603iApproximate average salary by contribution assumption: employee only about $340,070 at 4% or $226,714 at 6%; with 50% employer match about $226,714 at 4% or $151,142 at 6%; with 100% employer match about $170,035 at 4% or $113,357 at 6%. |
| Socha Financial Group LLC 401(K) Profit Sharing Plan | - | 16 | $708,796 | $217,645 | $13,603iApproximate average salary by contribution assumption: employee only about $340,070 at 4% or $226,714 at 6%; with 50% employer match about $226,714 at 4% or $151,142 at 6%; with 100% employer match about $170,035 at 4% or $113,357 at 6%. |