Civic Intelligence

Sokol, Larkin, Wagner & Storti LLC

Plan context: Sokol Larkin 401(K) Plan

EIN 93-1129531 • Portland, OR • 30 filings • 8 plans

4380 S Macadam AveSuite 530Portland, OR 97239
Current Snapshot

Latest Year

2025

2025 Participants

38

2025 Assets

$7,408,972

2025 Contributions

$654,980

Historical Graphs

Total Assets Over Time

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

$15,443,874$7,721,937$0199920142025YearValue
$7,408,972Latest year 2025

Participants Over Time

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

38190199920122025YearValue
38Latest 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
2025138$7,408,972$654,980$17,236iApproximate average salary by contribution assumption: employee only about $430,908 at 4% or $287,272 at 6%; with 50% employer match about $287,272 at 4% or $191,515 at 6%; with 100% employer match about $215,454 at 4% or $143,636 at 6%.
Sokol Larkin 401(K) Plan-38$7,408,972$654,980$17,236iApproximate average salary by contribution assumption: employee only about $430,908 at 4% or $287,272 at 6%; with 50% employer match about $287,272 at 4% or $191,515 at 6%; with 100% employer match about $215,454 at 4% or $143,636 at 6%.
2024137$11,296,888$607,445$16,417iApproximate average salary by contribution assumption: employee only about $410,436 at 4% or $273,624 at 6%; with 50% employer match about $273,624 at 4% or $182,416 at 6%; with 100% employer match about $205,218 at 4% or $136,812 at 6%.
Sokol Larkin 401(K) Plan-37$11,296,888$607,445$16,417iApproximate average salary by contribution assumption: employee only about $410,436 at 4% or $273,624 at 6%; with 50% employer match about $273,624 at 4% or $182,416 at 6%; with 100% employer match about $205,218 at 4% or $136,812 at 6%.
2023135$9,572,491$489,248$13,979iApproximate average salary by contribution assumption: employee only about $349,463 at 4% or $232,975 at 6%; with 50% employer match about $232,975 at 4% or $155,317 at 6%; with 100% employer match about $174,731 at 4% or $116,488 at 6%.
Sokol Larkin 401(K) Plan-35$9,572,491$489,248$13,979iApproximate average salary by contribution assumption: employee only about $349,463 at 4% or $232,975 at 6%; with 50% employer match about $232,975 at 4% or $155,317 at 6%; with 100% employer match about $174,731 at 4% or $116,488 at 6%.
2022113$9,806,238$347,040$26,695iApproximate average salary by contribution assumption: employee only about $667,385 at 4% or $444,923 at 6%; with 50% employer match about $444,923 at 4% or $296,615 at 6%; with 100% employer match about $333,692 at 4% or $222,462 at 6%.
Sokol Larkin 401(K) Plan-13$9,806,238$347,040$26,695iApproximate average salary by contribution assumption: employee only about $667,385 at 4% or $444,923 at 6%; with 50% employer match about $444,923 at 4% or $296,615 at 6%; with 100% employer match about $333,692 at 4% or $222,462 at 6%.
2021110$15,443,874$398,760$39,876iApproximate average salary by contribution assumption: employee only about $996,900 at 4% or $664,600 at 6%; with 50% employer match about $664,600 at 4% or $443,067 at 6%; with 100% employer match about $498,450 at 4% or $332,300 at 6%.
Sokol Larkin 401(K) Plan-10$15,443,874$398,760$39,876iApproximate average salary by contribution assumption: employee only about $996,900 at 4% or $664,600 at 6%; with 50% employer match about $664,600 at 4% or $443,067 at 6%; with 100% employer match about $498,450 at 4% or $332,300 at 6%.
2020116$13,863,686$344,878$21,555iApproximate average salary by contribution assumption: employee only about $538,872 at 4% or $359,248 at 6%; with 50% employer match about $359,248 at 4% or $239,499 at 6%; with 100% employer match about $269,436 at 4% or $179,624 at 6%.
Sokol Larkin 401(K) Plan-16$13,863,686$344,878$21,555iApproximate average salary by contribution assumption: employee only about $538,872 at 4% or $359,248 at 6%; with 50% employer match about $359,248 at 4% or $239,499 at 6%; with 100% employer match about $269,436 at 4% or $179,624 at 6%.
2019116$11,910,891$411,022$25,689iApproximate average salary by contribution assumption: employee only about $642,222 at 4% or $428,148 at 6%; with 50% employer match about $428,148 at 4% or $285,432 at 6%; with 100% employer match about $321,111 at 4% or $214,074 at 6%.
Sokol Larkin 401(K) Plan-16$11,910,891$411,022$25,689iApproximate average salary by contribution assumption: employee only about $642,222 at 4% or $428,148 at 6%; with 50% employer match about $428,148 at 4% or $285,432 at 6%; with 100% employer match about $321,111 at 4% or $214,074 at 6%.
2018115$9,717,989$305,247$20,350iApproximate average salary by contribution assumption: employee only about $508,745 at 4% or $339,163 at 6%; with 50% employer match about $339,163 at 4% or $226,109 at 6%; with 100% employer match about $254,373 at 4% or $169,582 at 6%.
Sokol Larkin 401(K) Plan-15$9,717,989$305,247$20,350iApproximate average salary by contribution assumption: employee only about $508,745 at 4% or $339,163 at 6%; with 50% employer match about $339,163 at 4% or $226,109 at 6%; with 100% employer match about $254,373 at 4% or $169,582 at 6%.
2017116$10,396,385$300,320$18,770iApproximate average salary by contribution assumption: employee only about $469,250 at 4% or $312,833 at 6%; with 50% employer match about $312,833 at 4% or $208,556 at 6%; with 100% employer match about $234,625 at 4% or $156,417 at 6%.
Sokol Larkin 401(K) Plan-16$10,396,385$300,320$18,770iApproximate average salary by contribution assumption: employee only about $469,250 at 4% or $312,833 at 6%; with 50% employer match about $312,833 at 4% or $208,556 at 6%; with 100% employer match about $234,625 at 4% or $156,417 at 6%.
2016120$9,631,533$373,751$18,688iApproximate average salary by contribution assumption: employee only about $467,189 at 4% or $311,459 at 6%; with 50% employer match about $311,459 at 4% or $207,639 at 6%; with 100% employer match about $233,594 at 4% or $155,730 at 6%.
Sokol Larkin 401(K) Plan-20$9,631,533$373,751$18,688iApproximate average salary by contribution assumption: employee only about $467,189 at 4% or $311,459 at 6%; with 50% employer match about $311,459 at 4% or $207,639 at 6%; with 100% employer match about $233,594 at 4% or $155,730 at 6%.
2015115$8,873,797$301,495$20,100iApproximate average salary by contribution assumption: employee only about $502,492 at 4% or $334,994 at 6%; with 50% employer match about $334,994 at 4% or $223,330 at 6%; with 100% employer match about $251,246 at 4% or $167,497 at 6%.
Sokol Larkin 401(K) Plan-15$8,873,797$301,495$20,100iApproximate average salary by contribution assumption: employee only about $502,492 at 4% or $334,994 at 6%; with 50% employer match about $334,994 at 4% or $223,330 at 6%; with 100% employer match about $251,246 at 4% or $167,497 at 6%.
2014117$8,572,482$242,205$14,247iApproximate average salary by contribution assumption: employee only about $356,184 at 4% or $237,456 at 6%; with 50% employer match about $237,456 at 4% or $158,304 at 6%; with 100% employer match about $178,092 at 4% or $118,728 at 6%.
Sokol Larkin 401(K) Plan-17$8,572,482$242,205$14,247iApproximate average salary by contribution assumption: employee only about $356,184 at 4% or $237,456 at 6%; with 50% employer match about $237,456 at 4% or $158,304 at 6%; with 100% employer match about $178,092 at 4% or $118,728 at 6%.
2013118$7,696,917$270,812$15,045iApproximate average salary by contribution assumption: employee only about $376,128 at 4% or $250,752 at 6%; with 50% employer match about $250,752 at 4% or $167,168 at 6%; with 100% employer match about $188,064 at 4% or $125,376 at 6%.
Sokol Larkin 401(K) Plan-18$7,696,917$270,812$15,045iApproximate average salary by contribution assumption: employee only about $376,128 at 4% or $250,752 at 6%; with 50% employer match about $250,752 at 4% or $167,168 at 6%; with 100% employer match about $188,064 at 4% or $125,376 at 6%.
2012119$6,350,341$296,399$15,600iApproximate average salary by contribution assumption: employee only about $389,999 at 4% or $259,999 at 6%; with 50% employer match about $259,999 at 4% or $173,333 at 6%; with 100% employer match about $194,999 at 4% or $130,000 at 6%.
Sokol Larkin 401(K) Plan-19$6,350,341$296,399$15,600iApproximate average salary by contribution assumption: employee only about $389,999 at 4% or $259,999 at 6%; with 50% employer match about $259,999 at 4% or $173,333 at 6%; with 100% employer match about $194,999 at 4% or $130,000 at 6%.
2011124$6,713,822$577,236$24,052iApproximate average salary by contribution assumption: employee only about $601,288 at 4% or $400,858 at 6%; with 50% employer match about $400,858 at 4% or $267,239 at 6%; with 100% employer match about $300,644 at 4% or $200,429 at 6%.
Sokol Larkin 401(K) Plan-24$6,713,822$577,236$24,052iApproximate average salary by contribution assumption: employee only about $601,288 at 4% or $400,858 at 6%; with 50% employer match about $400,858 at 4% or $267,239 at 6%; with 100% employer match about $300,644 at 4% or $200,429 at 6%.
2010125$6,224,012$328,620$13,145iApproximate average salary by contribution assumption: employee only about $328,620 at 4% or $219,080 at 6%; with 50% employer match about $219,080 at 4% or $146,053 at 6%; with 100% employer match about $164,310 at 4% or $109,540 at 6%.
Sokol Larkin 401(K) Plan-25$6,224,012$328,620$13,145iApproximate average salary by contribution assumption: employee only about $328,620 at 4% or $219,080 at 6%; with 50% employer match about $219,080 at 4% or $146,053 at 6%; with 100% employer match about $164,310 at 4% or $109,540 at 6%.
2009123$5,460,327$71,867$3,125iApproximate average salary by contribution assumption: employee only about $78,116 at 4% or $52,078 at 6%; with 50% employer match about $52,078 at 4% or $34,718 at 6%; with 100% employer match about $39,058 at 4% or $26,039 at 6%.
Sokol Larkin 401(K) Plan-23$5,460,327$71,867$3,125iApproximate average salary by contribution assumption: employee only about $78,116 at 4% or $52,078 at 6%; with 50% employer match about $52,078 at 4% or $34,718 at 6%; with 100% employer match about $39,058 at 4% or $26,039 at 6%.
2008120$4,738,567$286,347$14,317iApproximate average salary by contribution assumption: employee only about $357,934 at 4% or $238,623 at 6%; with 50% employer match about $238,623 at 4% or $159,082 at 6%; with 100% employer match about $178,967 at 4% or $119,311 at 6%.
Sokol Larkin 401(K) Plan-20$4,738,567$286,347$14,317iApproximate average salary by contribution assumption: employee only about $357,934 at 4% or $238,623 at 6%; with 50% employer match about $238,623 at 4% or $159,082 at 6%; with 100% employer match about $178,967 at 4% or $119,311 at 6%.
2007125$0$0-
Sokol Larkin 401(K) Plan-25---
2006126$6,347,656$286,889$11,034iApproximate average salary by contribution assumption: employee only about $275,855 at 4% or $183,903 at 6%; with 50% employer match about $183,903 at 4% or $122,602 at 6%; with 100% employer match about $137,927 at 4% or $91,952 at 6%.
Sokol Larkin 401(K) Plan-26$6,347,656$286,889$11,034iApproximate average salary by contribution assumption: employee only about $275,855 at 4% or $183,903 at 6%; with 50% employer match about $183,903 at 4% or $122,602 at 6%; with 100% employer match about $137,927 at 4% or $91,952 at 6%.
2005124$5,120,293$290,840$12,118iApproximate average salary by contribution assumption: employee only about $302,958 at 4% or $201,972 at 6%; with 50% employer match about $201,972 at 4% or $134,648 at 6%; with 100% employer match about $151,479 at 4% or $100,986 at 6%.
Sokol Larkin 401(K) Plan-24$5,120,293$290,840$12,118iApproximate average salary by contribution assumption: employee only about $302,958 at 4% or $201,972 at 6%; with 50% employer match about $201,972 at 4% or $134,648 at 6%; with 100% employer match about $151,479 at 4% or $100,986 at 6%.
2004125$4,619,487$340,146$13,606iApproximate average salary by contribution assumption: employee only about $340,146 at 4% or $226,764 at 6%; with 50% employer match about $226,764 at 4% or $151,176 at 6%; with 100% employer match about $170,073 at 4% or $113,382 at 6%.
Sokol Larkin 401(K) Plan-25$4,619,487$340,146$13,606iApproximate average salary by contribution assumption: employee only about $340,146 at 4% or $226,764 at 6%; with 50% employer match about $226,764 at 4% or $151,176 at 6%; with 100% employer match about $170,073 at 4% or $113,382 at 6%.
2003124$0$0-
Sokol Larkin 401(K) Plan-24---
2002218$2,820,735$227,299$12,628iApproximate average salary by contribution assumption: employee only about $315,693 at 4% or $210,462 at 6%; with 50% employer match about $210,462 at 4% or $140,308 at 6%; with 100% employer match about $157,847 at 4% or $105,231 at 6%.
Sokol Larkin 401(K) Plan-18$2,820,735$227,299$12,628iApproximate average salary by contribution assumption: employee only about $315,693 at 4% or $210,462 at 6%; with 50% employer match about $210,462 at 4% or $140,308 at 6%; with 100% employer match about $157,847 at 4% or $105,231 at 6%.
Stewart Sokol & Gray LLC Money Purchase Pension Plan-0---
2001119$0$0-
Sokol Larkin 401(K) Plan-19---
2000121$0$0-
Sokol Larkin 401(K) Plan-21---
1999317$5,221,295$177,744$10,456iApproximate average salary by contribution assumption: employee only about $261,388 at 4% or $174,259 at 6%; with 50% employer match about $174,259 at 4% or $116,173 at 6%; with 100% employer match about $130,694 at 4% or $87,129 at 6%.
Stewart Sokol & Gray LLC Money Purchase Pension Plan-17$3,982,923$89,890$5,288iApproximate average salary by contribution assumption: employee only about $132,191 at 4% or $88,127 at 6%; with 50% employer match about $88,127 at 4% or $58,752 at 6%; with 100% employer match about $66,096 at 4% or $44,064 at 6%.
Sokol Larkin 401(K) Plan-16$1,238,372$87,854$5,491iApproximate average salary by contribution assumption: employee only about $137,272 at 4% or $91,515 at 6%; with 50% employer match about $91,515 at 4% or $61,010 at 6%; with 100% employer match about $68,636 at 4% or $45,757 at 6%.
Stewart Sokol & Gray LLC Flexible Benefit Plan-0---