Civic Intelligence

Somerset Escrow Inc

Plan context: Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust

EIN 33-0267325 • Upland, CA • 25 filings • 5 plans

1306 Monte Vista Ave Ste 9Upland, CA 91786-8223
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$379,683

2024 Contributions

$18,717

Historical Graphs

Total Assets Over Time

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

$631,607$315,804$0199920132024YearValue
$379,683Latest year 2024

Participants Over Time

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

840199920122024YearValue
4Latest 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
202414$379,683$18,717$4,679iApproximate average salary by contribution assumption: employee only about $116,981 at 4% or $77,988 at 6%; with 50% employer match about $77,988 at 4% or $51,992 at 6%; with 100% employer match about $58,491 at 4% or $38,994 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-4$379,683$18,717$4,679iApproximate average salary by contribution assumption: employee only about $116,981 at 4% or $77,988 at 6%; with 50% employer match about $77,988 at 4% or $51,992 at 6%; with 100% employer match about $58,491 at 4% or $38,994 at 6%.
202314$347,139$16,858$4,215iApproximate average salary by contribution assumption: employee only about $105,363 at 4% or $70,242 at 6%; with 50% employer match about $70,242 at 4% or $46,828 at 6%; with 100% employer match about $52,681 at 4% or $35,121 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-4$347,139$16,858$4,215iApproximate average salary by contribution assumption: employee only about $105,363 at 4% or $70,242 at 6%; with 50% employer match about $70,242 at 4% or $46,828 at 6%; with 100% employer match about $52,681 at 4% or $35,121 at 6%.
202214$338,630$20,457$5,114iApproximate average salary by contribution assumption: employee only about $127,856 at 4% or $85,238 at 6%; with 50% employer match about $85,238 at 4% or $56,825 at 6%; with 100% employer match about $63,928 at 4% or $42,619 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-4$338,630$20,457$5,114iApproximate average salary by contribution assumption: employee only about $127,856 at 4% or $85,238 at 6%; with 50% employer match about $85,238 at 4% or $56,825 at 6%; with 100% employer match about $63,928 at 4% or $42,619 at 6%.
202116$554,077$53,847$8,975iApproximate average salary by contribution assumption: employee only about $224,363 at 4% or $149,575 at 6%; with 50% employer match about $149,575 at 4% or $99,717 at 6%; with 100% employer match about $112,181 at 4% or $74,788 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$554,077$53,847$8,975iApproximate average salary by contribution assumption: employee only about $224,363 at 4% or $149,575 at 6%; with 50% employer match about $149,575 at 4% or $99,717 at 6%; with 100% employer match about $112,181 at 4% or $74,788 at 6%.
202016$631,607$54,155$9,026iApproximate average salary by contribution assumption: employee only about $225,646 at 4% or $150,431 at 6%; with 50% employer match about $150,431 at 4% or $100,287 at 6%; with 100% employer match about $112,823 at 4% or $75,215 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$631,607$54,155$9,026iApproximate average salary by contribution assumption: employee only about $225,646 at 4% or $150,431 at 6%; with 50% employer match about $150,431 at 4% or $100,287 at 6%; with 100% employer match about $112,823 at 4% or $75,215 at 6%.
201916$510,983$39,940$6,657iApproximate average salary by contribution assumption: employee only about $166,417 at 4% or $110,944 at 6%; with 50% employer match about $110,944 at 4% or $73,963 at 6%; with 100% employer match about $83,208 at 4% or $55,472 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$510,983$39,940$6,657iApproximate average salary by contribution assumption: employee only about $166,417 at 4% or $110,944 at 6%; with 50% employer match about $110,944 at 4% or $73,963 at 6%; with 100% employer match about $83,208 at 4% or $55,472 at 6%.
201815$401,886$27,347$5,469iApproximate average salary by contribution assumption: employee only about $136,735 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,578 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$401,886$27,347$5,469iApproximate average salary by contribution assumption: employee only about $136,735 at 4% or $91,157 at 6%; with 50% employer match about $91,157 at 4% or $60,771 at 6%; with 100% employer match about $68,368 at 4% or $45,578 at 6%.
201715$388,204$33,203$6,641iApproximate average salary by contribution assumption: employee only about $166,015 at 4% or $110,677 at 6%; with 50% employer match about $110,677 at 4% or $73,784 at 6%; with 100% employer match about $83,008 at 4% or $55,338 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$388,204$33,203$6,641iApproximate average salary by contribution assumption: employee only about $166,015 at 4% or $110,677 at 6%; with 50% employer match about $110,677 at 4% or $73,784 at 6%; with 100% employer match about $83,008 at 4% or $55,338 at 6%.
201616$322,572$35,507$5,918iApproximate average salary by contribution assumption: employee only about $147,946 at 4% or $98,631 at 6%; with 50% employer match about $98,631 at 4% or $65,754 at 6%; with 100% employer match about $73,973 at 4% or $49,315 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$322,572$35,507$5,918iApproximate average salary by contribution assumption: employee only about $147,946 at 4% or $98,631 at 6%; with 50% employer match about $98,631 at 4% or $65,754 at 6%; with 100% employer match about $73,973 at 4% or $49,315 at 6%.
201516$265,455$77,706$12,951iApproximate average salary by contribution assumption: employee only about $323,775 at 4% or $215,850 at 6%; with 50% employer match about $215,850 at 4% or $143,900 at 6%; with 100% employer match about $161,888 at 4% or $107,925 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$265,455$77,706$12,951iApproximate average salary by contribution assumption: employee only about $323,775 at 4% or $215,850 at 6%; with 50% employer match about $215,850 at 4% or $143,900 at 6%; with 100% employer match about $161,888 at 4% or $107,925 at 6%.
201415$428,727$79,096$15,819iApproximate average salary by contribution assumption: employee only about $395,480 at 4% or $263,653 at 6%; with 50% employer match about $263,653 at 4% or $175,769 at 6%; with 100% employer match about $197,740 at 4% or $131,827 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$428,727$79,096$15,819iApproximate average salary by contribution assumption: employee only about $395,480 at 4% or $263,653 at 6%; with 50% employer match about $263,653 at 4% or $175,769 at 6%; with 100% employer match about $197,740 at 4% or $131,827 at 6%.
201315$329,412$32,582$6,516iApproximate average salary by contribution assumption: employee only about $162,910 at 4% or $108,607 at 6%; with 50% employer match about $108,607 at 4% or $72,404 at 6%; with 100% employer match about $81,455 at 4% or $54,303 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$329,412$32,582$6,516iApproximate average salary by contribution assumption: employee only about $162,910 at 4% or $108,607 at 6%; with 50% employer match about $108,607 at 4% or $72,404 at 6%; with 100% employer match about $81,455 at 4% or $54,303 at 6%.
201215$244,437$32,835$6,567iApproximate average salary by contribution assumption: employee only about $164,175 at 4% or $109,450 at 6%; with 50% employer match about $109,450 at 4% or $72,967 at 6%; with 100% employer match about $82,088 at 4% or $54,725 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$244,437$32,835$6,567iApproximate average salary by contribution assumption: employee only about $164,175 at 4% or $109,450 at 6%; with 50% employer match about $109,450 at 4% or $72,967 at 6%; with 100% employer match about $82,088 at 4% or $54,725 at 6%.
201115$201,096$18,609$3,722iApproximate average salary by contribution assumption: employee only about $93,045 at 4% or $62,030 at 6%; with 50% employer match about $62,030 at 4% or $41,353 at 6%; with 100% employer match about $46,523 at 4% or $31,015 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$201,096$18,609$3,722iApproximate average salary by contribution assumption: employee only about $93,045 at 4% or $62,030 at 6%; with 50% employer match about $62,030 at 4% or $41,353 at 6%; with 100% employer match about $46,523 at 4% or $31,015 at 6%.
201015$184,589$23,221$4,644iApproximate average salary by contribution assumption: employee only about $116,105 at 4% or $77,403 at 6%; with 50% employer match about $77,403 at 4% or $51,602 at 6%; with 100% employer match about $58,053 at 4% or $38,702 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$184,589$23,221$4,644iApproximate average salary by contribution assumption: employee only about $116,105 at 4% or $77,403 at 6%; with 50% employer match about $77,403 at 4% or $51,602 at 6%; with 100% employer match about $58,053 at 4% or $38,702 at 6%.
200916$147,872$16,963$2,827iApproximate average salary by contribution assumption: employee only about $70,679 at 4% or $47,119 at 6%; with 50% employer match about $47,119 at 4% or $31,413 at 6%; with 100% employer match about $35,340 at 4% or $23,560 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$147,872$16,963$2,827iApproximate average salary by contribution assumption: employee only about $70,679 at 4% or $47,119 at 6%; with 50% employer match about $47,119 at 4% or $31,413 at 6%; with 100% employer match about $35,340 at 4% or $23,560 at 6%.
200815$137,040$11,167$2,233iApproximate average salary by contribution assumption: employee only about $55,835 at 4% or $37,223 at 6%; with 50% employer match about $37,223 at 4% or $24,816 at 6%; with 100% employer match about $27,918 at 4% or $18,612 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-5$137,040$11,167$2,233iApproximate average salary by contribution assumption: employee only about $55,835 at 4% or $37,223 at 6%; with 50% employer match about $37,223 at 4% or $24,816 at 6%; with 100% employer match about $27,918 at 4% or $18,612 at 6%.
200716$0$0-
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6---
200616$254,331$77,725$12,954iApproximate average salary by contribution assumption: employee only about $323,854 at 4% or $215,903 at 6%; with 50% employer match about $215,903 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,951 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-6$254,331$77,725$12,954iApproximate average salary by contribution assumption: employee only about $323,854 at 4% or $215,903 at 6%; with 50% employer match about $215,903 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,951 at 6%.
200517$211,012$87,274$12,468iApproximate average salary by contribution assumption: employee only about $311,693 at 4% or $207,795 at 6%; with 50% employer match about $207,795 at 4% or $138,530 at 6%; with 100% employer match about $155,846 at 4% or $103,898 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-7$211,012$87,274$12,468iApproximate average salary by contribution assumption: employee only about $311,693 at 4% or $207,795 at 6%; with 50% employer match about $207,795 at 4% or $138,530 at 6%; with 100% employer match about $155,846 at 4% or $103,898 at 6%.
200418$129,335$43,381$5,423iApproximate average salary by contribution assumption: employee only about $135,566 at 4% or $90,377 at 6%; with 50% employer match about $90,377 at 4% or $60,251 at 6%; with 100% employer match about $67,783 at 4% or $45,189 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-8$129,335$43,381$5,423iApproximate average salary by contribution assumption: employee only about $135,566 at 4% or $90,377 at 6%; with 50% employer match about $90,377 at 4% or $60,251 at 6%; with 100% employer match about $67,783 at 4% or $45,189 at 6%.
200314$81,553$26,407$6,602iApproximate average salary by contribution assumption: employee only about $165,044 at 4% or $110,029 at 6%; with 50% employer match about $110,029 at 4% or $73,353 at 6%; with 100% employer match about $82,522 at 4% or $55,015 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-4$81,553$26,407$6,602iApproximate average salary by contribution assumption: employee only about $165,044 at 4% or $110,029 at 6%; with 50% employer match about $110,029 at 4% or $73,353 at 6%; with 100% employer match about $82,522 at 4% or $55,015 at 6%.
200113$0$0-
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-3---
200014$16,197$14,948$3,737iApproximate average salary by contribution assumption: employee only about $93,425 at 4% or $62,283 at 6%; with 50% employer match about $62,283 at 4% or $41,522 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-4$16,197$14,948$3,737iApproximate average salary by contribution assumption: employee only about $93,425 at 4% or $62,283 at 6%; with 50% employer match about $62,283 at 4% or $41,522 at 6%; with 100% employer match about $46,713 at 4% or $31,142 at 6%.
199914$1,259$1,231$308iApproximate average salary by contribution assumption: employee only about $7,694 at 4% or $5,129 at 6%; with 50% employer match about $5,129 at 4% or $3,419 at 6%; with 100% employer match about $3,847 at 4% or $2,565 at 6%.
Somerset Escrow Inc 401(K) Profit Sharing Plan & Trust-4$1,259$1,231$308iApproximate average salary by contribution assumption: employee only about $7,694 at 4% or $5,129 at 6%; with 50% employer match about $5,129 at 4% or $3,419 at 6%; with 100% employer match about $3,847 at 4% or $2,565 at 6%.