Civic Intelligence

Somerset Capital Group Ltd

Plan context: Somerset Capital Group Ltd 401(K) Plan

EIN 06-1458929 • Milford, CT • 27 filings • 3 plans

612 Wheelers Farms RoadMilford, CT 06461
Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$23,806,266

2024 Contributions

$2,095,187

Historical Graphs

Total Assets Over Time

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

$23,806,266$11,903,133$0200420142024YearValue
$23,806,266Latest year 2024

Participants Over Time

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

133670200420142024YearValue
133Latest year 2024

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
20242133$23,806,266$2,095,187$15,753iApproximate average salary by contribution assumption: employee only about $393,832 at 4% or $262,555 at 6%; with 50% employer match about $262,555 at 4% or $175,037 at 6%; with 100% employer match about $196,916 at 4% or $131,277 at 6%.
Somerset Capital Group Ltd 401(K) Plan-131$23,806,266$2,095,187$15,994iApproximate average salary by contribution assumption: employee only about $399,845 at 4% or $266,563 at 6%; with 50% employer match about $266,563 at 4% or $177,709 at 6%; with 100% employer match about $199,922 at 4% or $133,282 at 6%.
Somerset Capital Group Ltd Welfare Benefits Plan-133---
20232130$19,911,527$1,563,247$12,025iApproximate average salary by contribution assumption: employee only about $300,624 at 4% or $200,416 at 6%; with 50% employer match about $200,416 at 4% or $133,611 at 6%; with 100% employer match about $150,312 at 4% or $100,208 at 6%.
Somerset Capital Group Ltd 401(K) Plan-122$19,911,527$1,563,247$12,814iApproximate average salary by contribution assumption: employee only about $320,338 at 4% or $213,558 at 6%; with 50% employer match about $213,558 at 4% or $142,372 at 6%; with 100% employer match about $160,169 at 4% or $106,779 at 6%.
Somerset Capital Group Ltd Welfare Benefits Plan-130---
20222125$16,248,508$1,442,877$11,543iApproximate average salary by contribution assumption: employee only about $288,575 at 4% or $192,384 at 6%; with 50% employer match about $192,384 at 4% or $128,256 at 6%; with 100% employer match about $144,288 at 4% or $96,192 at 6%.
Somerset Capital Group Ltd 401(K) Plan-119$16,248,508$1,442,877$12,125iApproximate average salary by contribution assumption: employee only about $303,125 at 4% or $202,084 at 6%; with 50% employer match about $202,084 at 4% or $134,722 at 6%; with 100% employer match about $151,563 at 4% or $101,042 at 6%.
Somerset Capital Group Ltd Welfare Benefits Plan-125---
20212123$18,056,365$1,331,447$10,825iApproximate average salary by contribution assumption: employee only about $270,619 at 4% or $180,413 at 6%; with 50% employer match about $180,413 at 4% or $120,275 at 6%; with 100% employer match about $135,310 at 4% or $90,206 at 6%.
Somerset Capital Group Ltd 401(K) Plan-123$18,056,365$1,331,447$10,825iApproximate average salary by contribution assumption: employee only about $270,619 at 4% or $180,413 at 6%; with 50% employer match about $180,413 at 4% or $120,275 at 6%; with 100% employer match about $135,310 at 4% or $90,206 at 6%.
Somerset Capital Group Ltd Welfare Benefits Plan-119---
20202121$15,086,405$1,367,535$11,302iApproximate average salary by contribution assumption: employee only about $282,549 at 4% or $188,366 at 6%; with 50% employer match about $188,366 at 4% or $125,577 at 6%; with 100% employer match about $141,274 at 4% or $94,183 at 6%.
Somerset Capital Group Ltd 401(K) Plan-119$15,086,405$1,367,535$11,492iApproximate average salary by contribution assumption: employee only about $287,297 at 4% or $191,532 at 6%; with 50% employer match about $191,532 at 4% or $127,688 at 6%; with 100% employer match about $143,649 at 4% or $95,766 at 6%.
Somerset Capital Group Ltd Welfare Benefits Plan-121---
20192131$12,430,623$1,088,234$8,307iApproximate average salary by contribution assumption: employee only about $207,678 at 4% or $138,452 at 6%; with 50% employer match about $138,452 at 4% or $92,301 at 6%; with 100% employer match about $103,839 at 4% or $69,226 at 6%.
Somerset Capital Group Ltd 401(K) Plan-115$12,430,623$1,088,234$9,463iApproximate average salary by contribution assumption: employee only about $236,573 at 4% or $157,715 at 6%; with 50% employer match about $157,715 at 4% or $105,143 at 6%; with 100% employer match about $118,286 at 4% or $78,858 at 6%.
Somerset Capital Group Ltd Welfare Benefits Plan-131---
20181104$9,568,794$893,633$8,593iApproximate average salary by contribution assumption: employee only about $214,816 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,474 at 6%; with 100% employer match about $107,408 at 4% or $71,605 at 6%.
Somerset Capital Group Ltd 401(K) Plan-104$9,568,794$893,633$8,593iApproximate average salary by contribution assumption: employee only about $214,816 at 4% or $143,210 at 6%; with 50% employer match about $143,210 at 4% or $95,474 at 6%; with 100% employer match about $107,408 at 4% or $71,605 at 6%.
20171104$9,723,143$918,471$8,831iApproximate average salary by contribution assumption: employee only about $220,786 at 4% or $147,191 at 6%; with 50% employer match about $147,191 at 4% or $98,127 at 6%; with 100% employer match about $110,393 at 4% or $73,595 at 6%.
Somerset Capital Group Ltd 401(K) Plan-104$9,723,143$918,471$8,831iApproximate average salary by contribution assumption: employee only about $220,786 at 4% or $147,191 at 6%; with 50% employer match about $147,191 at 4% or $98,127 at 6%; with 100% employer match about $110,393 at 4% or $73,595 at 6%.
2016184$7,845,104$928,389$11,052iApproximate average salary by contribution assumption: employee only about $276,306 at 4% or $184,204 at 6%; with 50% employer match about $184,204 at 4% or $122,803 at 6%; with 100% employer match about $138,153 at 4% or $92,102 at 6%.
Somerset Capital Group Ltd 401(K) Plan-84$7,845,104$928,389$11,052iApproximate average salary by contribution assumption: employee only about $276,306 at 4% or $184,204 at 6%; with 50% employer match about $184,204 at 4% or $122,803 at 6%; with 100% employer match about $138,153 at 4% or $92,102 at 6%.
2015190$7,169,497$893,578$9,929iApproximate average salary by contribution assumption: employee only about $248,216 at 4% or $165,477 at 6%; with 50% employer match about $165,477 at 4% or $110,318 at 6%; with 100% employer match about $124,108 at 4% or $82,739 at 6%.
Somerset Capital Group Ltd 401(K) Plan-90$7,169,497$893,578$9,929iApproximate average salary by contribution assumption: employee only about $248,216 at 4% or $165,477 at 6%; with 50% employer match about $165,477 at 4% or $110,318 at 6%; with 100% employer match about $124,108 at 4% or $82,739 at 6%.
2014181$6,612,414$765,454$9,450iApproximate average salary by contribution assumption: employee only about $236,251 at 4% or $157,501 at 6%; with 50% employer match about $157,501 at 4% or $105,001 at 6%; with 100% employer match about $118,126 at 4% or $78,750 at 6%.
Somerset Capital Group Ltd 401(K) Plan-81$6,612,414$765,454$9,450iApproximate average salary by contribution assumption: employee only about $236,251 at 4% or $157,501 at 6%; with 50% employer match about $157,501 at 4% or $105,001 at 6%; with 100% employer match about $118,126 at 4% or $78,750 at 6%.
2013175$5,769,067$458,359$6,111iApproximate average salary by contribution assumption: employee only about $152,786 at 4% or $101,858 at 6%; with 50% employer match about $101,858 at 4% or $67,905 at 6%; with 100% employer match about $76,393 at 4% or $50,929 at 6%.
Somerset Capital Group Ltd 401(K) Plan-75$5,769,067$458,359$6,111iApproximate average salary by contribution assumption: employee only about $152,786 at 4% or $101,858 at 6%; with 50% employer match about $101,858 at 4% or $67,905 at 6%; with 100% employer match about $76,393 at 4% or $50,929 at 6%.
2012196$4,778,256$637,843$6,644iApproximate average salary by contribution assumption: employee only about $166,105 at 4% or $110,737 at 6%; with 50% employer match about $110,737 at 4% or $73,824 at 6%; with 100% employer match about $83,052 at 4% or $55,368 at 6%.
Somerset Capital Group Ltd 401(K) Plan-96$4,778,256$637,843$6,644iApproximate average salary by contribution assumption: employee only about $166,105 at 4% or $110,737 at 6%; with 50% employer match about $110,737 at 4% or $73,824 at 6%; with 100% employer match about $83,052 at 4% or $55,368 at 6%.
2011180$3,853,412$624,159$7,802iApproximate average salary by contribution assumption: employee only about $195,050 at 4% or $130,033 at 6%; with 50% employer match about $130,033 at 4% or $86,689 at 6%; with 100% employer match about $97,525 at 4% or $65,017 at 6%.
Somerset Capital Group Ltd 401(K) Plan-80$3,853,412$624,159$7,802iApproximate average salary by contribution assumption: employee only about $195,050 at 4% or $130,033 at 6%; with 50% employer match about $130,033 at 4% or $86,689 at 6%; with 100% employer match about $97,525 at 4% or $65,017 at 6%.
2010189$3,631,884$753,875$8,471iApproximate average salary by contribution assumption: employee only about $211,763 at 4% or $141,175 at 6%; with 50% employer match about $141,175 at 4% or $94,117 at 6%; with 100% employer match about $105,881 at 4% or $70,588 at 6%.
Somerset Capital Group Ltd 401(K) Plan-89$3,631,884$753,875$8,471iApproximate average salary by contribution assumption: employee only about $211,763 at 4% or $141,175 at 6%; with 50% employer match about $141,175 at 4% or $94,117 at 6%; with 100% employer match about $105,881 at 4% or $70,588 at 6%.
20091104$3,053,187$573,856$5,518iApproximate average salary by contribution assumption: employee only about $137,946 at 4% or $91,964 at 6%; with 50% employer match about $91,964 at 4% or $61,309 at 6%; with 100% employer match about $68,973 at 4% or $45,982 at 6%.
Somerset Capital Group Ltd 401(K) Plan-104$3,053,187$573,856$5,518iApproximate average salary by contribution assumption: employee only about $137,946 at 4% or $91,964 at 6%; with 50% employer match about $91,964 at 4% or $61,309 at 6%; with 100% employer match about $68,973 at 4% or $45,982 at 6%.
2008171$2,077,941$680,706$9,587iApproximate average salary by contribution assumption: employee only about $239,685 at 4% or $159,790 at 6%; with 50% employer match about $159,790 at 4% or $106,527 at 6%; with 100% employer match about $119,843 at 4% or $79,895 at 6%.
Somerset Capital Group Ltd 401(K) Plan-71$2,077,941$680,706$9,587iApproximate average salary by contribution assumption: employee only about $239,685 at 4% or $159,790 at 6%; with 50% employer match about $159,790 at 4% or $106,527 at 6%; with 100% employer match about $119,843 at 4% or $79,895 at 6%.
2007156$2,725,535$593,667$10,601iApproximate average salary by contribution assumption: employee only about $265,030 at 4% or $176,687 at 6%; with 50% employer match about $176,687 at 4% or $117,791 at 6%; with 100% employer match about $132,515 at 4% or $88,343 at 6%.
Somerset Capital Group Ltd 401(K) Plan-56$2,725,535$593,667$10,601iApproximate average salary by contribution assumption: employee only about $265,030 at 4% or $176,687 at 6%; with 50% employer match about $176,687 at 4% or $117,791 at 6%; with 100% employer match about $132,515 at 4% or $88,343 at 6%.
2006147$2,322,696$471,955$10,042iApproximate average salary by contribution assumption: employee only about $251,040 at 4% or $167,360 at 6%; with 50% employer match about $167,360 at 4% or $111,573 at 6%; with 100% employer match about $125,520 at 4% or $83,680 at 6%.
Somerset Capital Group Ltd 401(K) Plan-47$2,322,696$471,955$10,042iApproximate average salary by contribution assumption: employee only about $251,040 at 4% or $167,360 at 6%; with 50% employer match about $167,360 at 4% or $111,573 at 6%; with 100% employer match about $125,520 at 4% or $83,680 at 6%.
2005148$1,677,365$487,171$10,149iApproximate average salary by contribution assumption: employee only about $253,735 at 4% or $169,157 at 6%; with 50% employer match about $169,157 at 4% or $112,771 at 6%; with 100% employer match about $126,867 at 4% or $84,578 at 6%.
Somerset Capital Group Ltd 401(K) Plan-48$1,677,365$487,171$10,149iApproximate average salary by contribution assumption: employee only about $253,735 at 4% or $169,157 at 6%; with 50% employer match about $169,157 at 4% or $112,771 at 6%; with 100% employer match about $126,867 at 4% or $84,578 at 6%.
2004155$1,253,346$537,971$9,781iApproximate average salary by contribution assumption: employee only about $244,532 at 4% or $163,022 at 6%; with 50% employer match about $163,022 at 4% or $108,681 at 6%; with 100% employer match about $122,266 at 4% or $81,511 at 6%.
Somerset Capital Group Ltd 401(K) Plan-55$1,253,346$537,971$9,781iApproximate average salary by contribution assumption: employee only about $244,532 at 4% or $163,022 at 6%; with 50% employer match about $163,022 at 4% or $108,681 at 6%; with 100% employer match about $122,266 at 4% or $81,511 at 6%.