Somerset Ophthalmology PC
Plan context: Somerset Ophthalmology PC. Retirement Plan & Trust
EIN 38-3362766 • Troy, MI • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$3,514,640
2024 Contributions
$128,054
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 | 1 | 41 | $3,514,640 | $128,054 | $3,123iApproximate average salary by contribution assumption: employee only about $78,082 at 4% or $52,054 at 6%; with 50% employer match about $52,054 at 4% or $34,703 at 6%; with 100% employer match about $39,041 at 4% or $26,027 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 41 | $3,514,640 | $128,054 | $3,123iApproximate average salary by contribution assumption: employee only about $78,082 at 4% or $52,054 at 6%; with 50% employer match about $52,054 at 4% or $34,703 at 6%; with 100% employer match about $39,041 at 4% or $26,027 at 6%. |
| 2023 | 1 | 39 | $3,045,670 | $134,890 | $3,459iApproximate average salary by contribution assumption: employee only about $86,468 at 4% or $57,645 at 6%; with 50% employer match about $57,645 at 4% or $38,430 at 6%; with 100% employer match about $43,234 at 4% or $28,823 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 39 | $3,045,670 | $134,890 | $3,459iApproximate average salary by contribution assumption: employee only about $86,468 at 4% or $57,645 at 6%; with 50% employer match about $57,645 at 4% or $38,430 at 6%; with 100% employer match about $43,234 at 4% or $28,823 at 6%. |
| 2022 | 1 | 30 | $2,475,302 | $121,737 | $4,058iApproximate average salary by contribution assumption: employee only about $101,448 at 4% or $67,632 at 6%; with 50% employer match about $67,632 at 4% or $45,088 at 6%; with 100% employer match about $50,724 at 4% or $33,816 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 30 | $2,475,302 | $121,737 | $4,058iApproximate average salary by contribution assumption: employee only about $101,448 at 4% or $67,632 at 6%; with 50% employer match about $67,632 at 4% or $45,088 at 6%; with 100% employer match about $50,724 at 4% or $33,816 at 6%. |
| 2021 | 1 | 31 | $2,799,679 | $123,296 | $3,977iApproximate average salary by contribution assumption: employee only about $99,432 at 4% or $66,288 at 6%; with 50% employer match about $66,288 at 4% or $44,192 at 6%; with 100% employer match about $49,716 at 4% or $33,144 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 31 | $2,799,679 | $123,296 | $3,977iApproximate average salary by contribution assumption: employee only about $99,432 at 4% or $66,288 at 6%; with 50% employer match about $66,288 at 4% or $44,192 at 6%; with 100% employer match about $49,716 at 4% or $33,144 at 6%. |
| 2020 | 1 | 29 | $2,305,590 | $122,728 | $4,232iApproximate average salary by contribution assumption: employee only about $105,800 at 4% or $70,533 at 6%; with 50% employer match about $70,533 at 4% or $47,022 at 6%; with 100% employer match about $52,900 at 4% or $35,267 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 29 | $2,305,590 | $122,728 | $4,232iApproximate average salary by contribution assumption: employee only about $105,800 at 4% or $70,533 at 6%; with 50% employer match about $70,533 at 4% or $47,022 at 6%; with 100% employer match about $52,900 at 4% or $35,267 at 6%. |
| 2019 | 1 | 26 | $1,929,240 | $102,491 | $3,942iApproximate average salary by contribution assumption: employee only about $98,549 at 4% or $65,699 at 6%; with 50% employer match about $65,699 at 4% or $43,800 at 6%; with 100% employer match about $49,275 at 4% or $32,850 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 26 | $1,929,240 | $102,491 | $3,942iApproximate average salary by contribution assumption: employee only about $98,549 at 4% or $65,699 at 6%; with 50% employer match about $65,699 at 4% or $43,800 at 6%; with 100% employer match about $49,275 at 4% or $32,850 at 6%. |
| 2018 | 1 | 21 | $1,494,576 | $99,607 | $4,743iApproximate average salary by contribution assumption: employee only about $118,580 at 4% or $79,053 at 6%; with 50% employer match about $79,053 at 4% or $52,702 at 6%; with 100% employer match about $59,290 at 4% or $39,527 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 21 | $1,494,576 | $99,607 | $4,743iApproximate average salary by contribution assumption: employee only about $118,580 at 4% or $79,053 at 6%; with 50% employer match about $79,053 at 4% or $52,702 at 6%; with 100% employer match about $59,290 at 4% or $39,527 at 6%. |
| 2017 | 1 | 17 | $1,482,916 | $319,725 | $18,807iApproximate average salary by contribution assumption: employee only about $470,184 at 4% or $313,456 at 6%; with 50% employer match about $313,456 at 4% or $208,971 at 6%; with 100% employer match about $235,092 at 4% or $156,728 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 17 | $1,482,916 | $319,725 | $18,807iApproximate average salary by contribution assumption: employee only about $470,184 at 4% or $313,456 at 6%; with 50% employer match about $313,456 at 4% or $208,971 at 6%; with 100% employer match about $235,092 at 4% or $156,728 at 6%. |
| 2016 | 1 | 14 | $1,173,574 | $66,346 | $4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 14 | $1,173,574 | $66,346 | $4,739iApproximate average salary by contribution assumption: employee only about $118,475 at 4% or $78,983 at 6%; with 50% employer match about $78,983 at 4% or $52,656 at 6%; with 100% employer match about $59,238 at 4% or $39,492 at 6%. |
| 2015 | 1 | 13 | $1,038,698 | $65,820 | $5,063iApproximate average salary by contribution assumption: employee only about $126,577 at 4% or $84,385 at 6%; with 50% employer match about $84,385 at 4% or $56,256 at 6%; with 100% employer match about $63,288 at 4% or $42,192 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 13 | $1,038,698 | $65,820 | $5,063iApproximate average salary by contribution assumption: employee only about $126,577 at 4% or $84,385 at 6%; with 50% employer match about $84,385 at 4% or $56,256 at 6%; with 100% employer match about $63,288 at 4% or $42,192 at 6%. |
| 2014 | 1 | 13 | $972,112 | $60,986 | $4,691iApproximate average salary by contribution assumption: employee only about $117,281 at 4% or $78,187 at 6%; with 50% employer match about $78,187 at 4% or $52,125 at 6%; with 100% employer match about $58,640 at 4% or $39,094 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 13 | $972,112 | $60,986 | $4,691iApproximate average salary by contribution assumption: employee only about $117,281 at 4% or $78,187 at 6%; with 50% employer match about $78,187 at 4% or $52,125 at 6%; with 100% employer match about $58,640 at 4% or $39,094 at 6%. |
| 2013 | 1 | 12 | $877,433 | $48,581 | $4,048iApproximate average salary by contribution assumption: employee only about $101,210 at 4% or $67,474 at 6%; with 50% employer match about $67,474 at 4% or $44,982 at 6%; with 100% employer match about $50,605 at 4% or $33,737 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 12 | $877,433 | $48,581 | $4,048iApproximate average salary by contribution assumption: employee only about $101,210 at 4% or $67,474 at 6%; with 50% employer match about $67,474 at 4% or $44,982 at 6%; with 100% employer match about $50,605 at 4% or $33,737 at 6%. |
| 2012 | 1 | 11 | $687,255 | $43,916 | $3,992iApproximate average salary by contribution assumption: employee only about $99,809 at 4% or $66,539 at 6%; with 50% employer match about $66,539 at 4% or $44,360 at 6%; with 100% employer match about $49,905 at 4% or $33,270 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 11 | $687,255 | $43,916 | $3,992iApproximate average salary by contribution assumption: employee only about $99,809 at 4% or $66,539 at 6%; with 50% employer match about $66,539 at 4% or $44,360 at 6%; with 100% employer match about $49,905 at 4% or $33,270 at 6%. |
| 2011 | 1 | 16 | $580,053 | $80,396 | $5,025iApproximate average salary by contribution assumption: employee only about $125,619 at 4% or $83,746 at 6%; with 50% employer match about $83,746 at 4% or $55,831 at 6%; with 100% employer match about $62,809 at 4% or $41,873 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 16 | $580,053 | $80,396 | $5,025iApproximate average salary by contribution assumption: employee only about $125,619 at 4% or $83,746 at 6%; with 50% employer match about $83,746 at 4% or $55,831 at 6%; with 100% employer match about $62,809 at 4% or $41,873 at 6%. |
| 2010 | 1 | 16 | $522,815 | $69,486 | $4,343iApproximate average salary by contribution assumption: employee only about $108,572 at 4% or $72,381 at 6%; with 50% employer match about $72,381 at 4% or $48,254 at 6%; with 100% employer match about $54,286 at 4% or $36,191 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 16 | $522,815 | $69,486 | $4,343iApproximate average salary by contribution assumption: employee only about $108,572 at 4% or $72,381 at 6%; with 50% employer match about $72,381 at 4% or $48,254 at 6%; with 100% employer match about $54,286 at 4% or $36,191 at 6%. |
| 2009 | 1 | 17 | $398,153 | $33,500 | $1,971iApproximate average salary by contribution assumption: employee only about $49,265 at 4% or $32,843 at 6%; with 50% employer match about $32,843 at 4% or $21,895 at 6%; with 100% employer match about $24,632 at 4% or $16,422 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 17 | $398,153 | $33,500 | $1,971iApproximate average salary by contribution assumption: employee only about $49,265 at 4% or $32,843 at 6%; with 50% employer match about $32,843 at 4% or $21,895 at 6%; with 100% employer match about $24,632 at 4% or $16,422 at 6%. |
| 2008 | 1 | 5 | $292,481 | $60,096 | $12,019iApproximate average salary by contribution assumption: employee only about $300,480 at 4% or $200,320 at 6%; with 50% employer match about $200,320 at 4% or $133,547 at 6%; with 100% employer match about $150,240 at 4% or $100,160 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 5 | $292,481 | $60,096 | $12,019iApproximate average salary by contribution assumption: employee only about $300,480 at 4% or $200,320 at 6%; with 50% employer match about $200,320 at 4% or $133,547 at 6%; with 100% employer match about $150,240 at 4% or $100,160 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 7 | - | - | - |
| 2006 | 1 | 10 | $0 | $0 | - |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 10 | - | - | - |
| 2005 | 1 | 7 | $261,470 | $56,035 | $8,005iApproximate average salary by contribution assumption: employee only about $200,125 at 4% or $133,417 at 6%; with 50% employer match about $133,417 at 4% or $88,944 at 6%; with 100% employer match about $100,063 at 4% or $66,708 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 7 | $261,470 | $56,035 | $8,005iApproximate average salary by contribution assumption: employee only about $200,125 at 4% or $133,417 at 6%; with 50% employer match about $133,417 at 4% or $88,944 at 6%; with 100% employer match about $100,063 at 4% or $66,708 at 6%. |
| 2004 | 1 | 6 | $185,755 | $53,361 | $8,894iApproximate average salary by contribution assumption: employee only about $222,338 at 4% or $148,225 at 6%; with 50% employer match about $148,225 at 4% or $98,817 at 6%; with 100% employer match about $111,169 at 4% or $74,113 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 6 | $185,755 | $53,361 | $8,894iApproximate average salary by contribution assumption: employee only about $222,338 at 4% or $148,225 at 6%; with 50% employer match about $148,225 at 4% or $98,817 at 6%; with 100% employer match about $111,169 at 4% or $74,113 at 6%. |
| 2003 | 1 | 7 | $114,720 | $56,913 | $8,130iApproximate average salary by contribution assumption: employee only about $203,261 at 4% or $135,507 at 6%; with 50% employer match about $135,507 at 4% or $90,338 at 6%; with 100% employer match about $101,630 at 4% or $67,754 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 7 | $114,720 | $56,913 | $8,130iApproximate average salary by contribution assumption: employee only about $203,261 at 4% or $135,507 at 6%; with 50% employer match about $135,507 at 4% or $90,338 at 6%; with 100% employer match about $101,630 at 4% or $67,754 at 6%. |
| 2002 | 1 | 6 | $48,802 | $48,802 | $8,134iApproximate average salary by contribution assumption: employee only about $203,342 at 4% or $135,561 at 6%; with 50% employer match about $135,561 at 4% or $90,374 at 6%; with 100% employer match about $101,671 at 4% or $67,781 at 6%. |
| Somerset Ophthalmology PC. Retirement Plan & Trust | - | 6 | $48,802 | $48,802 | $8,134iApproximate average salary by contribution assumption: employee only about $203,342 at 4% or $135,561 at 6%; with 50% employer match about $135,561 at 4% or $90,374 at 6%; with 100% employer match about $101,671 at 4% or $67,781 at 6%. |