Sozo Capital Inc.
Plan context: Sozo Capital Inc. 401(K) Profit Sharing Plan
EIN 85-0717170 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$826,125
2024 Contributions
$105,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $826,125 | $105,000 | $52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%. |
| Sozo Capital Inc. 401(K) Profit Sharing Plan | - | 2 | $826,125 | $105,000 | $52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%. |
| 2023 | 1 | 2 | $670,559 | $78,750 | $39,375iApproximate average salary by contribution assumption: employee only about $984,375 at 4% or $656,250 at 6%; with 50% employer match about $656,250 at 4% or $437,500 at 6%; with 100% employer match about $492,188 at 4% or $328,125 at 6%. |
| Sozo Capital Inc. 401(K) Profit Sharing Plan | - | 2 | $670,559 | $78,750 | $39,375iApproximate average salary by contribution assumption: employee only about $984,375 at 4% or $656,250 at 6%; with 50% employer match about $656,250 at 4% or $437,500 at 6%; with 100% employer match about $492,188 at 4% or $328,125 at 6%. |
| 2022 | 1 | 2 | $463,840 | $160 | $80iApproximate average salary by contribution assumption: employee only about $2,000 at 4% or $1,333 at 6%; with 50% employer match about $1,333 at 4% or $889 at 6%; with 100% employer match about $1,000 at 4% or $667 at 6%. |
| Sozo Capital Inc. 401(K) Profit Sharing Plan | - | 2 | $463,840 | $160 | $80iApproximate average salary by contribution assumption: employee only about $2,000 at 4% or $1,333 at 6%; with 50% employer match about $1,333 at 4% or $889 at 6%; with 100% employer match about $1,000 at 4% or $667 at 6%. |
| 2021 | 1 | 2 | $414,259 | $92,080 | $46,040iApproximate average salary by contribution assumption: employee only about $1,151,000 at 4% or $767,333 at 6%; with 50% employer match about $767,333 at 4% or $511,556 at 6%; with 100% employer match about $575,500 at 4% or $383,667 at 6%. |
| Sozo Capital Inc. 401(K) Profit Sharing Plan | - | 2 | $414,259 | $92,080 | $46,040iApproximate average salary by contribution assumption: employee only about $1,151,000 at 4% or $767,333 at 6%; with 50% employer match about $767,333 at 4% or $511,556 at 6%; with 100% employer match about $575,500 at 4% or $383,667 at 6%. |
| 2020 | 1 | 2 | $291,716 | $322,844 | $161,422iApproximate average salary by contribution assumption: employee only about $4,035,550 at 4% or $2,690,367 at 6%; with 50% employer match about $2,690,367 at 4% or $1,793,578 at 6%; with 100% employer match about $2,017,775 at 4% or $1,345,183 at 6%. |
| Sozo Capital Inc. 401(K) Profit Sharing Plan | - | 2 | $291,716 | $322,844 | $161,422iApproximate average salary by contribution assumption: employee only about $4,035,550 at 4% or $2,690,367 at 6%; with 50% employer match about $2,690,367 at 4% or $1,793,578 at 6%; with 100% employer match about $2,017,775 at 4% or $1,345,183 at 6%. |