Sofha Management Services Inc.
Plan context: Sofha Management Services Inc. 401(K) Retirement Plan
EIN 99-1088595 • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,135
2024 Assets
$157,615,546
2024 Contributions
$13,914,510
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 | 1,135 | $157,615,546 | $13,914,510 | $12,259iApproximate average salary by contribution assumption: employee only about $306,487 at 4% or $204,325 at 6%; with 50% employer match about $204,325 at 4% or $136,216 at 6%; with 100% employer match about $153,244 at 4% or $102,162 at 6%. |
| Sofha Management Services Inc. 401(K) Retirement Plan | - | 1,135 | $157,215,546 | $13,438,416 | $11,840iApproximate average salary by contribution assumption: employee only about $296,000 at 4% or $197,334 at 6%; with 50% employer match about $197,334 at 4% or $131,556 at 6%; with 100% employer match about $148,000 at 4% or $98,667 at 6%. |
| Sofha Management Services Inc. Employee Stock Ownership Plan | - | 1,031 | $400,000 | $476,094 | $462iApproximate average salary by contribution assumption: employee only about $11,544 at 4% or $7,696 at 6%; with 50% employer match about $7,696 at 4% or $5,131 at 6%; with 100% employer match about $5,772 at 4% or $3,848 at 6%. |
| 2023 | 1 | 928 | $6,850,000 | $250,000 | $269iApproximate average salary by contribution assumption: employee only about $6,735 at 4% or $4,490 at 6%; with 50% employer match about $4,490 at 4% or $2,993 at 6%; with 100% employer match about $3,367 at 4% or $2,245 at 6%. |
| Sofha Management Services Inc. Employee Stock Ownership Plan | - | 928 | $6,850,000 | $250,000 | $269iApproximate average salary by contribution assumption: employee only about $6,735 at 4% or $4,490 at 6%; with 50% employer match about $4,490 at 4% or $2,993 at 6%; with 100% employer match about $3,367 at 4% or $2,245 at 6%. |