Jacque J. Sokolov Inc.
Plan context: Jacque J. Sokolov Inc. Profit Sharing Plan
EIN 95-4251501 • Newport Beach, CA • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$20,242,225
2024 Contributions
$3,002,181
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 | 2 | 3 | $20,242,225 | $3,002,181 | $1,000,727iApproximate average salary by contribution assumption: employee only about $25,018,175 at 4% or $16,678,783 at 6%; with 50% employer match about $16,678,783 at 4% or $11,119,189 at 6%; with 100% employer match about $12,509,088 at 4% or $8,339,392 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $20,242,225 | $3,002,181 | $1,000,727iApproximate average salary by contribution assumption: employee only about $25,018,175 at 4% or $16,678,783 at 6%; with 50% employer match about $16,678,783 at 4% or $11,119,189 at 6%; with 100% employer match about $12,509,088 at 4% or $8,339,392 at 6%. |
| JACQUE J. SOKOLOV, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2023 | 2 | 3 | $19,664,065 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $16,246,153 | - | - |
| JACQUE J. SOKOLOV, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $3,417,912 | $0 | - |
| 2022 | 1 | 3 | $8,472,982 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $8,472,982 | - | - |
| 2021 | 1 | 3 | $9,781,914 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $9,781,914 | - | - |
| 2020 | 1 | 3 | $9,075,512 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $9,075,512 | - | - |
| 2019 | 1 | 3 | $8,632,985 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $8,632,985 | - | - |
| 2018 | 1 | 3 | $1,232,676 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $1,232,676 | - | - |
| 2017 | 1 | 3 | $1,232,932 | $4,475 | $1,492iApproximate average salary by contribution assumption: employee only about $37,292 at 4% or $24,861 at 6%; with 50% employer match about $24,861 at 4% or $16,574 at 6%; with 100% employer match about $18,646 at 4% or $12,431 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $1,232,932 | $4,475 | $1,492iApproximate average salary by contribution assumption: employee only about $37,292 at 4% or $24,861 at 6%; with 50% employer match about $24,861 at 4% or $16,574 at 6%; with 100% employer match about $18,646 at 4% or $12,431 at 6%. |
| 2016 | 1 | 3 | $1,197,983 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $1,197,983 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2015 | 1 | 3 | $1,098,488 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $1,098,488 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2014 | 1 | 4 | $930,897 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 4 | $930,897 | $35,000 | $8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%. |
| 2013 | 1 | 3 | $804,207 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $804,207 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2012 | 1 | 3 | $692,989 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $692,989 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2011 | 1 | 3 | $615,829 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $615,829 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2010 | 1 | 3 | $625,302 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $625,302 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2009 | 1 | 3 | $578,612 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $578,612 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2008 | 1 | 3 | $503,955 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $503,955 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $431,933 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | $431,933 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2005 | 1 | 2 | $370,563 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 2 | $370,563 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2004 | 1 | 2 | $301,282 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 2 | $301,282 | $20,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2003 | 1 | 2 | $234,918 | $26,312 | $13,156iApproximate average salary by contribution assumption: employee only about $328,900 at 4% or $219,267 at 6%; with 50% employer match about $219,267 at 4% or $146,178 at 6%; with 100% employer match about $164,450 at 4% or $109,633 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 2 | $234,918 | $26,312 | $13,156iApproximate average salary by contribution assumption: employee only about $328,900 at 4% or $219,267 at 6%; with 50% employer match about $219,267 at 4% or $146,178 at 6%; with 100% employer match about $164,450 at 4% or $109,633 at 6%. |
| 2002 | 1 | 2 | $155,531 | $17,322 | $8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%. |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 2 | $155,531 | $17,322 | $8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Jacque J. Sokolov Inc. Profit Sharing Plan | - | 3 | - | - | - |