Sommers & Danforth Financial LLC
Plan context: Sommers & Danforth Financial LLC 401(K) Retirement Plan
EIN 35-2220272 • West Des Moines, IA • 13 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$242,857
2019 Contributions
$8,250
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $242,857 | $8,250 | - |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 0 | $242,857 | $8,250 | - |
| 2018 | 1 | 1 | $205,026 | $48,950 | $48,950iApproximate average salary by contribution assumption: employee only about $1,223,750 at 4% or $815,833 at 6%; with 50% employer match about $815,833 at 4% or $543,889 at 6%; with 100% employer match about $611,875 at 4% or $407,917 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 1 | $205,026 | $48,950 | $48,950iApproximate average salary by contribution assumption: employee only about $1,223,750 at 4% or $815,833 at 6%; with 50% employer match about $815,833 at 4% or $543,889 at 6%; with 100% employer match about $611,875 at 4% or $407,917 at 6%. |
| 2017 | 1 | 2 | $583,523 | $42,865 | $21,433iApproximate average salary by contribution assumption: employee only about $535,813 at 4% or $357,208 at 6%; with 50% employer match about $357,208 at 4% or $238,139 at 6%; with 100% employer match about $267,906 at 4% or $178,604 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 2 | $583,523 | $42,865 | $21,433iApproximate average salary by contribution assumption: employee only about $535,813 at 4% or $357,208 at 6%; with 50% employer match about $357,208 at 4% or $238,139 at 6%; with 100% employer match about $267,906 at 4% or $178,604 at 6%. |
| 2016 | 1 | 2 | $466,903 | $44,861 | $22,431iApproximate average salary by contribution assumption: employee only about $560,763 at 4% or $373,842 at 6%; with 50% employer match about $373,842 at 4% or $249,228 at 6%; with 100% employer match about $280,381 at 4% or $186,921 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 2 | $466,903 | $44,861 | $22,431iApproximate average salary by contribution assumption: employee only about $560,763 at 4% or $373,842 at 6%; with 50% employer match about $373,842 at 4% or $249,228 at 6%; with 100% employer match about $280,381 at 4% or $186,921 at 6%. |
| 2015 | 1 | 3 | $396,780 | $48,532 | $16,177iApproximate average salary by contribution assumption: employee only about $404,433 at 4% or $269,622 at 6%; with 50% employer match about $269,622 at 4% or $179,748 at 6%; with 100% employer match about $202,217 at 4% or $134,811 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $396,780 | $48,532 | $16,177iApproximate average salary by contribution assumption: employee only about $404,433 at 4% or $269,622 at 6%; with 50% employer match about $269,622 at 4% or $179,748 at 6%; with 100% employer match about $202,217 at 4% or $134,811 at 6%. |
| 2014 | 1 | 3 | $376,713 | $39,424 | $13,141iApproximate average salary by contribution assumption: employee only about $328,533 at 4% or $219,022 at 6%; with 50% employer match about $219,022 at 4% or $146,015 at 6%; with 100% employer match about $164,267 at 4% or $109,511 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $376,713 | $39,424 | $13,141iApproximate average salary by contribution assumption: employee only about $328,533 at 4% or $219,022 at 6%; with 50% employer match about $219,022 at 4% or $146,015 at 6%; with 100% employer match about $164,267 at 4% or $109,511 at 6%. |
| 2013 | 1 | 3 | $403,092 | $42,970 | $14,323iApproximate average salary by contribution assumption: employee only about $358,083 at 4% or $238,722 at 6%; with 50% employer match about $238,722 at 4% or $159,148 at 6%; with 100% employer match about $179,042 at 4% or $119,361 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $403,092 | $42,970 | $14,323iApproximate average salary by contribution assumption: employee only about $358,083 at 4% or $238,722 at 6%; with 50% employer match about $238,722 at 4% or $159,148 at 6%; with 100% employer match about $179,042 at 4% or $119,361 at 6%. |
| 2012 | 1 | 3 | $294,402 | $38,110 | $12,703iApproximate average salary by contribution assumption: employee only about $317,583 at 4% or $211,722 at 6%; with 50% employer match about $211,722 at 4% or $141,148 at 6%; with 100% employer match about $158,792 at 4% or $105,861 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $294,402 | $38,110 | $12,703iApproximate average salary by contribution assumption: employee only about $317,583 at 4% or $211,722 at 6%; with 50% employer match about $211,722 at 4% or $141,148 at 6%; with 100% employer match about $158,792 at 4% or $105,861 at 6%. |
| 2011 | 1 | 3 | $227,209 | $44,017 | $14,672iApproximate average salary by contribution assumption: employee only about $366,808 at 4% or $244,539 at 6%; with 50% employer match about $244,539 at 4% or $163,026 at 6%; with 100% employer match about $183,404 at 4% or $122,269 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $227,209 | $44,017 | $14,672iApproximate average salary by contribution assumption: employee only about $366,808 at 4% or $244,539 at 6%; with 50% employer match about $244,539 at 4% or $163,026 at 6%; with 100% employer match about $183,404 at 4% or $122,269 at 6%. |
| 2010 | 1 | 3 | $196,375 | $51,286 | $17,095iApproximate average salary by contribution assumption: employee only about $427,383 at 4% or $284,922 at 6%; with 50% employer match about $284,922 at 4% or $189,948 at 6%; with 100% employer match about $213,692 at 4% or $142,461 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $196,375 | $51,286 | $17,095iApproximate average salary by contribution assumption: employee only about $427,383 at 4% or $284,922 at 6%; with 50% employer match about $284,922 at 4% or $189,948 at 6%; with 100% employer match about $213,692 at 4% or $142,461 at 6%. |
| 2009 | 1 | 3 | $123,170 | $23,227 | $7,742iApproximate average salary by contribution assumption: employee only about $193,558 at 4% or $129,039 at 6%; with 50% employer match about $129,039 at 4% or $86,026 at 6%; with 100% employer match about $96,779 at 4% or $64,519 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $123,170 | $23,227 | $7,742iApproximate average salary by contribution assumption: employee only about $193,558 at 4% or $129,039 at 6%; with 50% employer match about $129,039 at 4% or $86,026 at 6%; with 100% employer match about $96,779 at 4% or $64,519 at 6%. |
| 2008 | 1 | 3 | $75,833 | $59,255 | $19,752iApproximate average salary by contribution assumption: employee only about $493,792 at 4% or $329,194 at 6%; with 50% employer match about $329,194 at 4% or $219,463 at 6%; with 100% employer match about $246,896 at 4% or $164,597 at 6%. |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | $75,833 | $59,255 | $19,752iApproximate average salary by contribution assumption: employee only about $493,792 at 4% or $329,194 at 6%; with 50% employer match about $329,194 at 4% or $219,463 at 6%; with 100% employer match about $246,896 at 4% or $164,597 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Sommers & Danforth Financial LLC 401(K) Retirement Plan | - | 3 | - | - | - |