Civic Intelligence
Filing

Soderstrom Architects PC 401K Plan

Soderstrom Architects PC • EIN 93-0873596 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

40 → 35

-5 • -12.50%

Assets

Up

$1,971,731 → $2,411,695

$439,964 • 22.31%

Investment Management Fee

-

Admin expenses - • Total expenses $10,747

Filing Details

Context
Net investment result
$439,964
Pension payor EIN
93-1298185

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024173$6,376,973$416,423$5,704iApproximate average salary by contribution assumption: employee only about $142,611 at 4% or $95,074 at 6%; with 50% employer match about $95,074 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%.
Soderstrom Architects PC 401K Plan-73$6,376,973$416,423$5,704iApproximate average salary by contribution assumption: employee only about $142,611 at 4% or $95,074 at 6%; with 50% employer match about $95,074 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%.
2023174$7,380,706$556,593$7,522iApproximate average salary by contribution assumption: employee only about $188,038 at 4% or $125,359 at 6%; with 50% employer match about $125,359 at 4% or $83,573 at 6%; with 100% employer match about $94,019 at 4% or $62,679 at 6%.
Soderstrom Architects PC 401K Plan-74$7,380,706$556,593$7,522iApproximate average salary by contribution assumption: employee only about $188,038 at 4% or $125,359 at 6%; with 50% employer match about $125,359 at 4% or $83,573 at 6%; with 100% employer match about $94,019 at 4% or $62,679 at 6%.
2022175$7,282,010$599,049$7,987iApproximate average salary by contribution assumption: employee only about $199,683 at 4% or $133,122 at 6%; with 50% employer match about $133,122 at 4% or $88,748 at 6%; with 100% employer match about $99,842 at 4% or $66,561 at 6%.
Soderstrom Architects PC 401K Plan-75$7,282,010$599,049$7,987iApproximate average salary by contribution assumption: employee only about $199,683 at 4% or $133,122 at 6%; with 50% employer match about $133,122 at 4% or $88,748 at 6%; with 100% employer match about $99,842 at 4% or $66,561 at 6%.
2021176$9,859,458$578,905$7,617iApproximate average salary by contribution assumption: employee only about $190,429 at 4% or $126,953 at 6%; with 50% employer match about $126,953 at 4% or $84,635 at 6%; with 100% employer match about $95,215 at 4% or $63,476 at 6%.
Soderstrom Architects PC 401K Plan-76$9,859,458$578,905$7,617iApproximate average salary by contribution assumption: employee only about $190,429 at 4% or $126,953 at 6%; with 50% employer match about $126,953 at 4% or $84,635 at 6%; with 100% employer match about $95,215 at 4% or $63,476 at 6%.
2020173$8,689,301$1,448,819$19,847iApproximate average salary by contribution assumption: employee only about $496,171 at 4% or $330,781 at 6%; with 50% employer match about $330,781 at 4% or $220,520 at 6%; with 100% employer match about $248,085 at 4% or $165,390 at 6%.
Soderstrom Architects PC 401K Plan-73$8,689,301$1,448,819$19,847iApproximate average salary by contribution assumption: employee only about $496,171 at 4% or $330,781 at 6%; with 50% employer match about $330,781 at 4% or $220,520 at 6%; with 100% employer match about $248,085 at 4% or $165,390 at 6%.
2019171$6,596,193$614,695$8,658iApproximate average salary by contribution assumption: employee only about $216,442 at 4% or $144,295 at 6%; with 50% employer match about $144,295 at 4% or $96,196 at 6%; with 100% employer match about $108,221 at 4% or $72,147 at 6%.
Soderstrom Architects PC 401K Plan-71$6,596,193$614,695$8,658iApproximate average salary by contribution assumption: employee only about $216,442 at 4% or $144,295 at 6%; with 50% employer match about $144,295 at 4% or $96,196 at 6%; with 100% employer match about $108,221 at 4% or $72,147 at 6%.
2018157$5,274,940$467,111$8,195iApproximate average salary by contribution assumption: employee only about $204,873 at 4% or $136,582 at 6%; with 50% employer match about $136,582 at 4% or $91,055 at 6%; with 100% employer match about $102,437 at 4% or $68,291 at 6%.
Soderstrom Architects PC 401K Plan-57$5,274,940$467,111$8,195iApproximate average salary by contribution assumption: employee only about $204,873 at 4% or $136,582 at 6%; with 50% employer match about $136,582 at 4% or $91,055 at 6%; with 100% employer match about $102,437 at 4% or $68,291 at 6%.
2017150$5,140,178$375,075$7,502iApproximate average salary by contribution assumption: employee only about $187,538 at 4% or $125,025 at 6%; with 50% employer match about $125,025 at 4% or $83,350 at 6%; with 100% employer match about $93,769 at 4% or $62,513 at 6%.
Soderstrom Architects PC 401K Plan-50$5,140,178$375,075$7,502iApproximate average salary by contribution assumption: employee only about $187,538 at 4% or $125,025 at 6%; with 50% employer match about $125,025 at 4% or $83,350 at 6%; with 100% employer match about $93,769 at 4% or $62,513 at 6%.
2016148$4,833,919$304,177$6,337iApproximate average salary by contribution assumption: employee only about $158,426 at 4% or $105,617 at 6%; with 50% employer match about $105,617 at 4% or $70,411 at 6%; with 100% employer match about $79,213 at 4% or $52,809 at 6%.
Soderstrom Architects PC 401K Plan-48$4,833,919$304,177$6,337iApproximate average salary by contribution assumption: employee only about $158,426 at 4% or $105,617 at 6%; with 50% employer match about $105,617 at 4% or $70,411 at 6%; with 100% employer match about $79,213 at 4% or $52,809 at 6%.
2015147$4,548,847$377,903$8,040iApproximate average salary by contribution assumption: employee only about $201,012 at 4% or $134,008 at 6%; with 50% employer match about $134,008 at 4% or $89,339 at 6%; with 100% employer match about $100,506 at 4% or $67,004 at 6%.
Soderstrom Architects PC 401K Plan-47$4,548,847$377,903$8,040iApproximate average salary by contribution assumption: employee only about $201,012 at 4% or $134,008 at 6%; with 50% employer match about $134,008 at 4% or $89,339 at 6%; with 100% employer match about $100,506 at 4% or $67,004 at 6%.
2014145$4,270,423$359,896$7,998iApproximate average salary by contribution assumption: employee only about $199,942 at 4% or $133,295 at 6%; with 50% employer match about $133,295 at 4% or $88,863 at 6%; with 100% employer match about $99,971 at 4% or $66,647 at 6%.
Soderstrom Architects PC 401K Plan-45$4,270,423$359,896$7,998iApproximate average salary by contribution assumption: employee only about $199,942 at 4% or $133,295 at 6%; with 50% employer match about $133,295 at 4% or $88,863 at 6%; with 100% employer match about $99,971 at 4% or $66,647 at 6%.
2013137$3,715,832$325,708$8,803iApproximate average salary by contribution assumption: employee only about $220,073 at 4% or $146,715 at 6%; with 50% employer match about $146,715 at 4% or $97,810 at 6%; with 100% employer match about $110,036 at 4% or $73,358 at 6%.
Soderstrom Architects PC 401K Plan-37$3,715,832$325,708$8,803iApproximate average salary by contribution assumption: employee only about $220,073 at 4% or $146,715 at 6%; with 50% employer match about $146,715 at 4% or $97,810 at 6%; with 100% employer match about $110,036 at 4% or $73,358 at 6%.
2012138$3,020,366$309,138$8,135iApproximate average salary by contribution assumption: employee only about $203,380 at 4% or $135,587 at 6%; with 50% employer match about $135,587 at 4% or $90,391 at 6%; with 100% employer match about $101,690 at 4% or $67,793 at 6%.
Soderstrom Architects PC 401K Plan-38$3,020,366$309,138$8,135iApproximate average salary by contribution assumption: employee only about $203,380 at 4% or $135,587 at 6%; with 50% employer match about $135,587 at 4% or $90,391 at 6%; with 100% employer match about $101,690 at 4% or $67,793 at 6%.
2011140$2,431,143$277,921$6,948iApproximate average salary by contribution assumption: employee only about $173,701 at 4% or $115,800 at 6%; with 50% employer match about $115,800 at 4% or $77,200 at 6%; with 100% employer match about $86,850 at 4% or $57,900 at 6%.
Soderstrom Architects PC 401K Plan-40$2,431,143$277,921$6,948iApproximate average salary by contribution assumption: employee only about $173,701 at 4% or $115,800 at 6%; with 50% employer match about $115,800 at 4% or $77,200 at 6%; with 100% employer match about $86,850 at 4% or $57,900 at 6%.
2010135$2,632,781$293,272$8,379iApproximate average salary by contribution assumption: employee only about $209,480 at 4% or $139,653 at 6%; with 50% employer match about $139,653 at 4% or $93,102 at 6%; with 100% employer match about $104,740 at 4% or $69,827 at 6%.
Soderstrom Architects PC 401K Plan-35$2,632,781$293,272$8,379iApproximate average salary by contribution assumption: employee only about $209,480 at 4% or $139,653 at 6%; with 50% employer match about $139,653 at 4% or $93,102 at 6%; with 100% employer match about $104,740 at 4% or $69,827 at 6%.
2009135$2,152,857$369,261$10,550iApproximate average salary by contribution assumption: employee only about $263,758 at 4% or $175,839 at 6%; with 50% employer match about $175,839 at 4% or $117,226 at 6%; with 100% employer match about $131,879 at 4% or $87,919 at 6%.
Soderstrom Architects PC 401K Plan-35$2,152,857$369,261$10,550iApproximate average salary by contribution assumption: employee only about $263,758 at 4% or $175,839 at 6%; with 50% employer match about $175,839 at 4% or $117,226 at 6%; with 100% employer match about $131,879 at 4% or $87,919 at 6%.
2008133$0$0-
Soderstrom Architects PC 401K Plan-33---
2007125$0$0-
Soderstrom Architects PC 401K Plan-25---
2006135$2,411,695$152,995$4,371iApproximate average salary by contribution assumption: employee only about $109,282 at 4% or $72,855 at 6%; with 50% employer match about $72,855 at 4% or $48,570 at 6%; with 100% employer match about $54,641 at 4% or $36,427 at 6%.
Soderstrom Architects PC 401K PlanCurrent35$2,411,695$152,995$4,371iApproximate average salary by contribution assumption: employee only about $109,282 at 4% or $72,855 at 6%; with 50% employer match about $72,855 at 4% or $48,570 at 6%; with 100% employer match about $54,641 at 4% or $36,427 at 6%.
2005124$1,971,731$109,315$4,555iApproximate average salary by contribution assumption: employee only about $113,870 at 4% or $75,913 at 6%; with 50% employer match about $75,913 at 4% or $50,609 at 6%; with 100% employer match about $56,935 at 4% or $37,957 at 6%.
Soderstrom Architects PC 401K Plan-24$1,971,731$109,315$4,555iApproximate average salary by contribution assumption: employee only about $113,870 at 4% or $75,913 at 6%; with 50% employer match about $75,913 at 4% or $50,609 at 6%; with 100% employer match about $56,935 at 4% or $37,957 at 6%.
2004125$1,814,370$138,033$5,521iApproximate average salary by contribution assumption: employee only about $138,033 at 4% or $92,022 at 6%; with 50% employer match about $92,022 at 4% or $61,348 at 6%; with 100% employer match about $69,017 at 4% or $46,011 at 6%.
Soderstrom Architects PC 401K Plan-25$1,814,370$138,033$5,521iApproximate average salary by contribution assumption: employee only about $138,033 at 4% or $92,022 at 6%; with 50% employer match about $92,022 at 4% or $61,348 at 6%; with 100% employer match about $69,017 at 4% or $46,011 at 6%.
2003122$1,524,046$90,159$4,098iApproximate average salary by contribution assumption: employee only about $102,453 at 4% or $68,302 at 6%; with 50% employer match about $68,302 at 4% or $45,535 at 6%; with 100% employer match about $51,227 at 4% or $34,151 at 6%.
Soderstrom Architects PC 401K Plan-22$1,524,046$90,159$4,098iApproximate average salary by contribution assumption: employee only about $102,453 at 4% or $68,302 at 6%; with 50% employer match about $68,302 at 4% or $45,535 at 6%; with 100% employer match about $51,227 at 4% or $34,151 at 6%.
2002122$0$0-
Soderstrom Architects PC 401K Plan-22---
2001138$2,053,500$220,171$5,794iApproximate average salary by contribution assumption: employee only about $144,849 at 4% or $96,566 at 6%; with 50% employer match about $96,566 at 4% or $64,377 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%.
Soderstrom Architects PC 401K Plan-38$2,053,500$220,171$5,794iApproximate average salary by contribution assumption: employee only about $144,849 at 4% or $96,566 at 6%; with 50% employer match about $96,566 at 4% or $64,377 at 6%; with 100% employer match about $72,425 at 4% or $48,283 at 6%.
2000151$2,179,911$318,352$6,242iApproximate average salary by contribution assumption: employee only about $156,055 at 4% or $104,037 at 6%; with 50% employer match about $104,037 at 4% or $69,358 at 6%; with 100% employer match about $78,027 at 4% or $52,018 at 6%.
Soderstrom Architects PC 401K Plan-51$2,179,911$318,352$6,242iApproximate average salary by contribution assumption: employee only about $156,055 at 4% or $104,037 at 6%; with 50% employer match about $104,037 at 4% or $69,358 at 6%; with 100% employer match about $78,027 at 4% or $52,018 at 6%.
1999129$2,056,245$222,082$7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%.
Soderstrom Architects PC 401K Plan-29$2,056,245$222,082$7,658iApproximate average salary by contribution assumption: employee only about $191,450 at 4% or $127,633 at 6%; with 50% employer match about $127,633 at 4% or $85,089 at 6%; with 100% employer match about $95,725 at 4% or $63,817 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,411,695$439,964 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,971,731$2,411,695Increase +$439,964 (22.31%)
Total liabilities$0$0No change $0
Net assets$1,971,731$2,411,695Increase +$439,964 (22.31%)

Contributions

Employer contributions$43,827
Participant contributions$109,168
Other contributions$0

Income & Expenses

Total income$450,711
Total expenses$10,747
Net income$439,964
Source fields
Schedule I source fields
Filing Id
84037334315287
Schedule I EIN
93-0873596
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$1,971,731
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,971,731
Small plan total assets at end of year
$2,411,695
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$2,411,695
Small plan employer contributions
$43,827
Small plan participant contributions
$109,168
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$297,716
Small plan total income
$450,711
Small plan total benefit distributions
$10,663
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$84
Small plan total expenses
$10,747
Small plan net income or loss
$439,964
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$90,190
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$250,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN93-1298185

Transfers

Distributed property value$0
Schedule R source fields
Payor 93-1298185
Filing Id
84037334315287
Schedule R EIN
93-0873596
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
93-1298185
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1