Civic Intelligence

Claudia J. Somes, M.D.

Plan context: Claudia J. Somes, M.D., Profit Sharing Plan and Trust

EIN 35-1694185 • Carmel, IN • 23 filings • 3 plans

11590 N Meridian Street, Suite 170Carmel, IN 46032
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$7,291,237

2021 Contributions

$158,399

Historical Graphs

Total Assets Over Time

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

$7,291,237$3,645,619$0199920102020YearValue
$7,291,237Latest year 2020

Participants Over Time

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

950199920102020YearValue
7Latest year 2020

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
202110$0$0-
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-0$0--
202017$7,291,237$158,399$22,628iApproximate average salary by contribution assumption: employee only about $565,711 at 4% or $377,140 at 6%; with 50% employer match about $377,140 at 4% or $251,427 at 6%; with 100% employer match about $282,855 at 4% or $188,570 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-7$7,291,237$158,399$22,628iApproximate average salary by contribution assumption: employee only about $565,711 at 4% or $377,140 at 6%; with 50% employer match about $377,140 at 4% or $251,427 at 6%; with 100% employer match about $282,855 at 4% or $188,570 at 6%.
201917$6,216,119$162,119$23,160iApproximate average salary by contribution assumption: employee only about $578,996 at 4% or $385,998 at 6%; with 50% employer match about $385,998 at 4% or $257,332 at 6%; with 100% employer match about $289,498 at 4% or $192,999 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-7$6,216,119$162,119$23,160iApproximate average salary by contribution assumption: employee only about $578,996 at 4% or $385,998 at 6%; with 50% employer match about $385,998 at 4% or $257,332 at 6%; with 100% employer match about $289,498 at 4% or $192,999 at 6%.
201818$5,004,333$146,893$18,362iApproximate average salary by contribution assumption: employee only about $459,041 at 4% or $306,027 at 6%; with 50% employer match about $306,027 at 4% or $204,018 at 6%; with 100% employer match about $229,520 at 4% or $153,014 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-8$5,004,333$146,893$18,362iApproximate average salary by contribution assumption: employee only about $459,041 at 4% or $306,027 at 6%; with 50% employer match about $306,027 at 4% or $204,018 at 6%; with 100% employer match about $229,520 at 4% or $153,014 at 6%.
201718$5,415,053$1,468,016$183,502iApproximate average salary by contribution assumption: employee only about $4,587,550 at 4% or $3,058,367 at 6%; with 50% employer match about $3,058,367 at 4% or $2,038,911 at 6%; with 100% employer match about $2,293,775 at 4% or $1,529,183 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-8$5,415,053$1,468,016$183,502iApproximate average salary by contribution assumption: employee only about $4,587,550 at 4% or $3,058,367 at 6%; with 50% employer match about $3,058,367 at 4% or $2,038,911 at 6%; with 100% employer match about $2,293,775 at 4% or $1,529,183 at 6%.
201619$3,170,494$81,950$9,106iApproximate average salary by contribution assumption: employee only about $227,639 at 4% or $151,759 at 6%; with 50% employer match about $151,759 at 4% or $101,173 at 6%; with 100% employer match about $113,819 at 4% or $75,880 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-9$3,170,494$81,950$9,106iApproximate average salary by contribution assumption: employee only about $227,639 at 4% or $151,759 at 6%; with 50% employer match about $151,759 at 4% or $101,173 at 6%; with 100% employer match about $113,819 at 4% or $75,880 at 6%.
201518$2,982,119$95,547$11,943iApproximate average salary by contribution assumption: employee only about $298,584 at 4% or $199,056 at 6%; with 50% employer match about $199,056 at 4% or $132,704 at 6%; with 100% employer match about $149,292 at 4% or $99,528 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-8$2,982,119$95,547$11,943iApproximate average salary by contribution assumption: employee only about $298,584 at 4% or $199,056 at 6%; with 50% employer match about $199,056 at 4% or $132,704 at 6%; with 100% employer match about $149,292 at 4% or $99,528 at 6%.
201417$2,918,978$89,218$12,745iApproximate average salary by contribution assumption: employee only about $318,636 at 4% or $212,424 at 6%; with 50% employer match about $212,424 at 4% or $141,616 at 6%; with 100% employer match about $159,318 at 4% or $106,212 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-7$2,918,978$89,218$12,745iApproximate average salary by contribution assumption: employee only about $318,636 at 4% or $212,424 at 6%; with 50% employer match about $212,424 at 4% or $141,616 at 6%; with 100% employer match about $159,318 at 4% or $106,212 at 6%.
201317$2,618,037$66,023$9,432iApproximate average salary by contribution assumption: employee only about $235,796 at 4% or $157,198 at 6%; with 50% employer match about $157,198 at 4% or $104,798 at 6%; with 100% employer match about $117,898 at 4% or $78,599 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-7$2,618,037$66,023$9,432iApproximate average salary by contribution assumption: employee only about $235,796 at 4% or $157,198 at 6%; with 50% employer match about $157,198 at 4% or $104,798 at 6%; with 100% employer match about $117,898 at 4% or $78,599 at 6%.
201217$2,101,118$59,899$8,557iApproximate average salary by contribution assumption: employee only about $213,925 at 4% or $142,617 at 6%; with 50% employer match about $142,617 at 4% or $95,078 at 6%; with 100% employer match about $106,963 at 4% or $71,308 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-7$2,101,118$59,899$8,557iApproximate average salary by contribution assumption: employee only about $213,925 at 4% or $142,617 at 6%; with 50% employer match about $142,617 at 4% or $95,078 at 6%; with 100% employer match about $106,963 at 4% or $71,308 at 6%.
201117$1,821,528$63,352$9,050iApproximate average salary by contribution assumption: employee only about $226,257 at 4% or $150,838 at 6%; with 50% employer match about $150,838 at 4% or $100,559 at 6%; with 100% employer match about $113,129 at 4% or $75,419 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-7$1,821,528$63,352$9,050iApproximate average salary by contribution assumption: employee only about $226,257 at 4% or $150,838 at 6%; with 50% employer match about $150,838 at 4% or $100,559 at 6%; with 100% employer match about $113,129 at 4% or $75,419 at 6%.
201015$1,760,366$65,573$13,115iApproximate average salary by contribution assumption: employee only about $327,865 at 4% or $218,577 at 6%; with 50% employer match about $218,577 at 4% or $145,718 at 6%; with 100% employer match about $163,933 at 4% or $109,288 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-5$1,760,366$65,573$13,115iApproximate average salary by contribution assumption: employee only about $327,865 at 4% or $218,577 at 6%; with 50% employer match about $218,577 at 4% or $145,718 at 6%; with 100% employer match about $163,933 at 4% or $109,288 at 6%.
200915$1,508,345$63,184$12,637iApproximate average salary by contribution assumption: employee only about $315,920 at 4% or $210,613 at 6%; with 50% employer match about $210,613 at 4% or $140,409 at 6%; with 100% employer match about $157,960 at 4% or $105,307 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-5$1,508,345$63,184$12,637iApproximate average salary by contribution assumption: employee only about $315,920 at 4% or $210,613 at 6%; with 50% employer match about $210,613 at 4% or $140,409 at 6%; with 100% employer match about $157,960 at 4% or $105,307 at 6%.
200814$1,360,619$54,858$13,715iApproximate average salary by contribution assumption: employee only about $342,863 at 4% or $228,575 at 6%; with 50% employer match about $228,575 at 4% or $152,383 at 6%; with 100% employer match about $171,431 at 4% or $114,288 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-4$1,360,619$54,858$13,715iApproximate average salary by contribution assumption: employee only about $342,863 at 4% or $228,575 at 6%; with 50% employer match about $228,575 at 4% or $152,383 at 6%; with 100% employer match about $171,431 at 4% or $114,288 at 6%.
200714$1,924,678$58,719$14,680iApproximate average salary by contribution assumption: employee only about $366,994 at 4% or $244,663 at 6%; with 50% employer match about $244,663 at 4% or $163,108 at 6%; with 100% employer match about $183,497 at 4% or $122,331 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-4$1,924,678$58,719$14,680iApproximate average salary by contribution assumption: employee only about $366,994 at 4% or $244,663 at 6%; with 50% employer match about $244,663 at 4% or $163,108 at 6%; with 100% employer match about $183,497 at 4% or $122,331 at 6%.
200615$1,684,282$64,914$12,983iApproximate average salary by contribution assumption: employee only about $324,570 at 4% or $216,380 at 6%; with 50% employer match about $216,380 at 4% or $144,253 at 6%; with 100% employer match about $162,285 at 4% or $108,190 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-5$1,684,282$64,914$12,983iApproximate average salary by contribution assumption: employee only about $324,570 at 4% or $216,380 at 6%; with 50% employer match about $216,380 at 4% or $144,253 at 6%; with 100% employer match about $162,285 at 4% or $108,190 at 6%.
200515$1,501,649$66,742$13,348iApproximate average salary by contribution assumption: employee only about $333,710 at 4% or $222,473 at 6%; with 50% employer match about $222,473 at 4% or $148,316 at 6%; with 100% employer match about $166,855 at 4% or $111,237 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-5$1,501,649$66,742$13,348iApproximate average salary by contribution assumption: employee only about $333,710 at 4% or $222,473 at 6%; with 50% employer match about $222,473 at 4% or $148,316 at 6%; with 100% employer match about $166,855 at 4% or $111,237 at 6%.
200416$1,335,552$67,105$11,184iApproximate average salary by contribution assumption: employee only about $279,604 at 4% or $186,403 at 6%; with 50% employer match about $186,403 at 4% or $124,269 at 6%; with 100% employer match about $139,802 at 4% or $93,201 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-6$1,335,552$67,105$11,184iApproximate average salary by contribution assumption: employee only about $279,604 at 4% or $186,403 at 6%; with 50% employer match about $186,403 at 4% or $124,269 at 6%; with 100% employer match about $139,802 at 4% or $93,201 at 6%.
200316$1,157,179$59,553$9,926iApproximate average salary by contribution assumption: employee only about $248,138 at 4% or $165,425 at 6%; with 50% employer match about $165,425 at 4% or $110,283 at 6%; with 100% employer match about $124,069 at 4% or $82,713 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-6$1,157,179$59,553$9,926iApproximate average salary by contribution assumption: employee only about $248,138 at 4% or $165,425 at 6%; with 50% employer match about $165,425 at 4% or $110,283 at 6%; with 100% employer match about $124,069 at 4% or $82,713 at 6%.
200214$925,222$54,433$13,608iApproximate average salary by contribution assumption: employee only about $340,206 at 4% or $226,804 at 6%; with 50% employer match about $226,804 at 4% or $151,203 at 6%; with 100% employer match about $170,103 at 4% or $113,402 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-4$925,222$54,433$13,608iApproximate average salary by contribution assumption: employee only about $340,206 at 4% or $226,804 at 6%; with 50% employer match about $226,804 at 4% or $151,203 at 6%; with 100% employer match about $170,103 at 4% or $113,402 at 6%.
200114$0$0-
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-4---
200014$1,183,326$44,241$11,060iApproximate average salary by contribution assumption: employee only about $276,506 at 4% or $184,338 at 6%; with 50% employer match about $184,338 at 4% or $122,892 at 6%; with 100% employer match about $138,253 at 4% or $92,169 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-4$1,183,326$44,241$11,060iApproximate average salary by contribution assumption: employee only about $276,506 at 4% or $184,338 at 6%; with 50% employer match about $184,338 at 4% or $122,892 at 6%; with 100% employer match about $138,253 at 4% or $92,169 at 6%.
199916$1,104,046$44,732$7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,256 at 6%; with 50% employer match about $124,256 at 4% or $82,837 at 6%; with 100% employer match about $93,192 at 4% or $62,128 at 6%.
Claudia J. Somes, M.D., Profit Sharing Plan and Trust-6$1,104,046$44,732$7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,256 at 6%; with 50% employer match about $124,256 at 4% or $82,837 at 6%; with 100% employer match about $93,192 at 4% or $62,128 at 6%.