Civic Intelligence

SONORAN INSTITUTE

Plan context: SONORAN INSTITUTE 401(K) PLAN

EIN 86-0684610 • Tucson, AZ • 10 filings • 1 plans

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5049 E. Broadway Blvd.Suite 127Tucson, AZ 85711
Current Snapshot

Latest Year

2025

2025 Participants

25

2025 Assets

$1,782,552

2025 Contributions

$187,748

Historical Graphs

Total Assets Over Time

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

$1,782,552$891,276$0201620212025YearValue
$1,782,552Latest year 2025

Participants Over Time

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

26130201620212025YearValue
25Latest 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
2025125$1,782,552$187,748$7,510iApproximate average salary by contribution assumption: employee only about $187,748 at 4% or $125,165 at 6%; with 50% employer match about $125,165 at 4% or $83,444 at 6%; with 100% employer match about $93,874 at 4% or $62,583 at 6%.
SONORAN INSTITUTE 401(K) PLAN-25$1,782,552$187,748$7,510iApproximate average salary by contribution assumption: employee only about $187,748 at 4% or $125,165 at 6%; with 50% employer match about $125,165 at 4% or $83,444 at 6%; with 100% employer match about $93,874 at 4% or $62,583 at 6%.
2024123$1,385,236$121,740$5,293iApproximate average salary by contribution assumption: employee only about $132,326 at 4% or $88,217 at 6%; with 50% employer match about $88,217 at 4% or $58,812 at 6%; with 100% employer match about $66,163 at 4% or $44,109 at 6%.
SONORAN INSTITUTE 401(K) PLAN-23$1,385,236$121,740$5,293iApproximate average salary by contribution assumption: employee only about $132,326 at 4% or $88,217 at 6%; with 50% employer match about $88,217 at 4% or $58,812 at 6%; with 100% employer match about $66,163 at 4% or $44,109 at 6%.
2023125$1,225,893$137,234$5,489iApproximate average salary by contribution assumption: employee only about $137,234 at 4% or $91,489 at 6%; with 50% employer match about $91,489 at 4% or $60,993 at 6%; with 100% employer match about $68,617 at 4% or $45,745 at 6%.
SONORAN INSTITUTE 401(K) PLAN-25$1,225,893$137,234$5,489iApproximate average salary by contribution assumption: employee only about $137,234 at 4% or $91,489 at 6%; with 50% employer match about $91,489 at 4% or $60,993 at 6%; with 100% employer match about $68,617 at 4% or $45,745 at 6%.
2022122$904,901$81,587$3,709iApproximate average salary by contribution assumption: employee only about $92,713 at 4% or $61,808 at 6%; with 50% employer match about $61,808 at 4% or $41,206 at 6%; with 100% employer match about $46,356 at 4% or $30,904 at 6%.
SONORAN INSTITUTE 401(K) PLAN-22$904,901$81,587$3,709iApproximate average salary by contribution assumption: employee only about $92,713 at 4% or $61,808 at 6%; with 50% employer match about $61,808 at 4% or $41,206 at 6%; with 100% employer match about $46,356 at 4% or $30,904 at 6%.
2021118$1,061,729$127,649$7,092iApproximate average salary by contribution assumption: employee only about $177,290 at 4% or $118,194 at 6%; with 50% employer match about $118,194 at 4% or $78,796 at 6%; with 100% employer match about $88,645 at 4% or $59,097 at 6%.
SONORAN INSTITUTE 401(K) PLAN-18$1,061,729$127,649$7,092iApproximate average salary by contribution assumption: employee only about $177,290 at 4% or $118,194 at 6%; with 50% employer match about $118,194 at 4% or $78,796 at 6%; with 100% employer match about $88,645 at 4% or $59,097 at 6%.
2020118$952,041$112,671$6,260iApproximate average salary by contribution assumption: employee only about $156,488 at 4% or $104,325 at 6%; with 50% employer match about $104,325 at 4% or $69,550 at 6%; with 100% employer match about $78,244 at 4% or $52,163 at 6%.
SONORAN INSTITUTE 401(K) PLAN-18$952,041$112,671$6,260iApproximate average salary by contribution assumption: employee only about $156,488 at 4% or $104,325 at 6%; with 50% employer match about $104,325 at 4% or $69,550 at 6%; with 100% employer match about $78,244 at 4% or $52,163 at 6%.
2019122$1,017,007$147,816$6,719iApproximate average salary by contribution assumption: employee only about $167,973 at 4% or $111,982 at 6%; with 50% employer match about $111,982 at 4% or $74,655 at 6%; with 100% employer match about $83,986 at 4% or $55,991 at 6%.
SONORAN INSTITUTE 401(K) PLAN-22$1,017,007$147,816$6,719iApproximate average salary by contribution assumption: employee only about $167,973 at 4% or $111,982 at 6%; with 50% employer match about $111,982 at 4% or $74,655 at 6%; with 100% employer match about $83,986 at 4% or $55,991 at 6%.
2018120$905,205$153,456$7,673iApproximate average salary by contribution assumption: employee only about $191,820 at 4% or $127,880 at 6%; with 50% employer match about $127,880 at 4% or $85,253 at 6%; with 100% employer match about $95,910 at 4% or $63,940 at 6%.
SONORAN INSTITUTE 401(K) PLAN-20$905,205$153,456$7,673iApproximate average salary by contribution assumption: employee only about $191,820 at 4% or $127,880 at 6%; with 50% employer match about $127,880 at 4% or $85,253 at 6%; with 100% employer match about $95,910 at 4% or $63,940 at 6%.
2017126$1,029,805$188,448$7,248iApproximate average salary by contribution assumption: employee only about $181,200 at 4% or $120,800 at 6%; with 50% employer match about $120,800 at 4% or $80,533 at 6%; with 100% employer match about $90,600 at 4% or $60,400 at 6%.
SONORAN INSTITUTE 401(K) PLAN-26$1,029,805$188,448$7,248iApproximate average salary by contribution assumption: employee only about $181,200 at 4% or $120,800 at 6%; with 50% employer match about $120,800 at 4% or $80,533 at 6%; with 100% employer match about $90,600 at 4% or $60,400 at 6%.
2016119$694,916$622,351$32,755iApproximate average salary by contribution assumption: employee only about $818,883 at 4% or $545,922 at 6%; with 50% employer match about $545,922 at 4% or $363,948 at 6%; with 100% employer match about $409,441 at 4% or $272,961 at 6%.
SONORAN INSTITUTE 401(K) PLAN-19$694,916$622,351$32,755iApproximate average salary by contribution assumption: employee only about $818,883 at 4% or $545,922 at 6%; with 50% employer match about $545,922 at 4% or $363,948 at 6%; with 100% employer match about $409,441 at 4% or $272,961 at 6%.