Civic Intelligence

Somerville Inc.

Plan context: Somerville Inc. 401K and Profit Sharing Plan

EIN 39-0915571 • Green Bay, WI • 55 filings • 6 plans

2100 Riverside Drive Suite 300Green Bay, WI 54301
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$18,985,629

2024 Contributions

$1,153,792

Historical Graphs

Total Assets Over Time

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

$18,985,629$9,492,815$0199920122024YearValue
$18,985,629Latest year 2024

Participants Over Time

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

72360199920122024YearValue
54Latest 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
2024254$18,985,629$1,153,792$21,367iApproximate average salary by contribution assumption: employee only about $534,163 at 4% or $356,109 at 6%; with 50% employer match about $356,109 at 4% or $237,406 at 6%; with 100% employer match about $267,081 at 4% or $178,054 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-54$9,721,089$753,330$13,951iApproximate average salary by contribution assumption: employee only about $348,764 at 4% or $232,509 at 6%; with 50% employer match about $232,509 at 4% or $155,006 at 6%; with 100% employer match about $174,382 at 4% or $116,255 at 6%.
Somerville Inc. Employee Stock Ownership Plan-41$9,264,540$400,462$9,767iApproximate average salary by contribution assumption: employee only about $244,184 at 4% or $162,789 at 6%; with 50% employer match about $162,789 at 4% or $108,526 at 6%; with 100% employer match about $122,092 at 4% or $81,395 at 6%.
2023254$17,971,872$1,106,414$20,489iApproximate average salary by contribution assumption: employee only about $512,229 at 4% or $341,486 at 6%; with 50% employer match about $341,486 at 4% or $227,657 at 6%; with 100% employer match about $256,114 at 4% or $170,743 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-54$9,114,080$590,286$10,931iApproximate average salary by contribution assumption: employee only about $273,281 at 4% or $182,187 at 6%; with 50% employer match about $182,187 at 4% or $121,458 at 6%; with 100% employer match about $136,640 at 4% or $91,094 at 6%.
Somerville Inc. Employee Stock Ownership Plan-42$8,857,792$516,128$12,289iApproximate average salary by contribution assumption: employee only about $307,219 at 4% or $204,813 at 6%; with 50% employer match about $204,813 at 4% or $136,542 at 6%; with 100% employer match about $153,610 at 4% or $102,406 at 6%.
2022250$16,921,103$994,230$19,885iApproximate average salary by contribution assumption: employee only about $497,115 at 4% or $331,410 at 6%; with 50% employer match about $331,410 at 4% or $220,940 at 6%; with 100% employer match about $248,557 at 4% or $165,705 at 6%.
Somerville Inc. Employee Stock Ownership Plan-39$8,680,007$480,777$12,328iApproximate average salary by contribution assumption: employee only about $308,190 at 4% or $205,460 at 6%; with 50% employer match about $205,460 at 4% or $136,974 at 6%; with 100% employer match about $154,095 at 4% or $102,730 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-50$8,241,096$513,453$10,269iApproximate average salary by contribution assumption: employee only about $256,726 at 4% or $171,151 at 6%; with 50% employer match about $171,151 at 4% or $114,101 at 6%; with 100% employer match about $128,363 at 4% or $85,576 at 6%.
2021249$17,803,116$1,305,045$26,634iApproximate average salary by contribution assumption: employee only about $665,839 at 4% or $443,893 at 6%; with 50% employer match about $443,893 at 4% or $295,929 at 6%; with 100% employer match about $332,920 at 4% or $221,946 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-49$9,490,271$783,921$15,998iApproximate average salary by contribution assumption: employee only about $399,960 at 4% or $266,640 at 6%; with 50% employer match about $266,640 at 4% or $177,760 at 6%; with 100% employer match about $199,980 at 4% or $133,320 at 6%.
Somerville Inc. Employee Stock Ownership Plan-38$8,312,845$521,124$13,714iApproximate average salary by contribution assumption: employee only about $342,845 at 4% or $228,563 at 6%; with 50% employer match about $228,563 at 4% or $152,375 at 6%; with 100% employer match about $171,422 at 4% or $114,282 at 6%.
2020249$15,735,598$1,064,476$21,724iApproximate average salary by contribution assumption: employee only about $543,100 at 4% or $362,067 at 6%; with 50% employer match about $362,067 at 4% or $241,378 at 6%; with 100% employer match about $271,550 at 4% or $181,033 at 6%.
Somerville Inc. Employee Stock Ownership Plan-40$8,066,617$531,538$13,288iApproximate average salary by contribution assumption: employee only about $332,211 at 4% or $221,474 at 6%; with 50% employer match about $221,474 at 4% or $147,649 at 6%; with 100% employer match about $166,106 at 4% or $110,737 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-49$7,668,981$532,938$10,876iApproximate average salary by contribution assumption: employee only about $271,907 at 4% or $181,271 at 6%; with 50% employer match about $181,271 at 4% or $120,848 at 6%; with 100% employer match about $135,954 at 4% or $90,636 at 6%.
2019252$14,749,941$919,545$17,684iApproximate average salary by contribution assumption: employee only about $442,089 at 4% or $294,726 at 6%; with 50% employer match about $294,726 at 4% or $196,484 at 6%; with 100% employer match about $221,044 at 4% or $147,363 at 6%.
Somerville Inc. Employee Stock Ownership Plan-38$7,422,390$468,398$12,326iApproximate average salary by contribution assumption: employee only about $308,157 at 4% or $205,438 at 6%; with 50% employer match about $205,438 at 4% or $136,958 at 6%; with 100% employer match about $154,078 at 4% or $102,719 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-52$7,327,551$451,147$8,676iApproximate average salary by contribution assumption: employee only about $216,898 at 4% or $144,598 at 6%; with 50% employer match about $144,598 at 4% or $96,399 at 6%; with 100% employer match about $108,449 at 4% or $72,299 at 6%.
2018247$11,957,447$899,470$19,138iApproximate average salary by contribution assumption: employee only about $478,441 at 4% or $318,961 at 6%; with 50% employer match about $318,961 at 4% or $212,641 at 6%; with 100% employer match about $239,221 at 4% or $159,480 at 6%.
Somerville Inc. Employee Stock Ownership Plan-40$6,255,309$556,522$13,913iApproximate average salary by contribution assumption: employee only about $347,826 at 4% or $231,884 at 6%; with 50% employer match about $231,884 at 4% or $154,589 at 6%; with 100% employer match about $173,913 at 4% or $115,942 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-47$5,702,138$342,948$7,297iApproximate average salary by contribution assumption: employee only about $182,419 at 4% or $121,613 at 6%; with 50% employer match about $121,613 at 4% or $81,075 at 6%; with 100% employer match about $91,210 at 4% or $60,806 at 6%.
2017250$12,334,946$892,179$17,844iApproximate average salary by contribution assumption: employee only about $446,090 at 4% or $297,393 at 6%; with 50% employer match about $297,393 at 4% or $198,262 at 6%; with 100% employer match about $223,045 at 4% or $148,697 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-50$6,768,765$410,904$8,218iApproximate average salary by contribution assumption: employee only about $205,452 at 4% or $136,968 at 6%; with 50% employer match about $136,968 at 4% or $91,312 at 6%; with 100% employer match about $102,726 at 4% or $68,484 at 6%.
Somerville Inc. Employee Stock Ownership Plan-39$5,566,181$481,275$12,340iApproximate average salary by contribution assumption: employee only about $308,510 at 4% or $205,673 at 6%; with 50% employer match about $205,673 at 4% or $137,115 at 6%; with 100% employer match about $154,255 at 4% or $102,837 at 6%.
2016246$9,927,578$726,459$15,793iApproximate average salary by contribution assumption: employee only about $394,815 at 4% or $263,210 at 6%; with 50% employer match about $263,210 at 4% or $175,473 at 6%; with 100% employer match about $197,407 at 4% or $131,605 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-46$5,659,034$357,478$7,771iApproximate average salary by contribution assumption: employee only about $194,282 at 4% or $129,521 at 6%; with 50% employer match about $129,521 at 4% or $86,347 at 6%; with 100% employer match about $97,141 at 4% or $64,761 at 6%.
Somerville Inc. Employee Stock Ownership Plan-37$4,268,544$368,981$9,972iApproximate average salary by contribution assumption: employee only about $249,311 at 4% or $166,208 at 6%; with 50% employer match about $166,208 at 4% or $110,805 at 6%; with 100% employer match about $124,656 at 4% or $83,104 at 6%.
2015244$8,394,467$429,551$9,763iApproximate average salary by contribution assumption: employee only about $244,063 at 4% or $162,709 at 6%; with 50% employer match about $162,709 at 4% or $108,472 at 6%; with 100% employer match about $122,032 at 4% or $81,354 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-44$5,241,429$317,563$7,217iApproximate average salary by contribution assumption: employee only about $180,434 at 4% or $120,289 at 6%; with 50% employer match about $120,289 at 4% or $80,193 at 6%; with 100% employer match about $90,217 at 4% or $60,145 at 6%.
Somerville Inc. Employee Stock Ownership Plan-36$3,153,038$111,988$3,111iApproximate average salary by contribution assumption: employee only about $77,769 at 4% or $51,846 at 6%; with 50% employer match about $51,846 at 4% or $34,564 at 6%; with 100% employer match about $38,885 at 4% or $25,923 at 6%.
2014242$7,722,551$486,605$11,586iApproximate average salary by contribution assumption: employee only about $289,646 at 4% or $193,097 at 6%; with 50% employer match about $193,097 at 4% or $128,731 at 6%; with 100% employer match about $144,823 at 4% or $96,549 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-42$5,206,990$261,004$6,214iApproximate average salary by contribution assumption: employee only about $155,360 at 4% or $103,573 at 6%; with 50% employer match about $103,573 at 4% or $69,049 at 6%; with 100% employer match about $77,680 at 4% or $51,787 at 6%.
Somerville Inc. Employee Stock Ownership Plan-34$2,515,561$225,601$6,635iApproximate average salary by contribution assumption: employee only about $165,883 at 4% or $110,589 at 6%; with 50% employer match about $110,589 at 4% or $73,726 at 6%; with 100% employer match about $82,942 at 4% or $55,294 at 6%.
2013237$7,602,368$440,044$11,893iApproximate average salary by contribution assumption: employee only about $297,327 at 4% or $198,218 at 6%; with 50% employer match about $198,218 at 4% or $132,145 at 6%; with 100% employer match about $148,664 at 4% or $99,109 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-37$5,452,773$259,758$7,020iApproximate average salary by contribution assumption: employee only about $175,512 at 4% or $117,008 at 6%; with 50% employer match about $117,008 at 4% or $78,005 at 6%; with 100% employer match about $87,756 at 4% or $58,504 at 6%.
Somerville Inc. Employee Stock Ownership Plan-34$2,149,595$180,286$5,303iApproximate average salary by contribution assumption: employee only about $132,563 at 4% or $88,375 at 6%; with 50% employer match about $88,375 at 4% or $58,917 at 6%; with 100% employer match about $66,282 at 4% or $44,188 at 6%.
2012238$7,155,799$331,534$8,725iApproximate average salary by contribution assumption: employee only about $218,114 at 4% or $145,410 at 6%; with 50% employer match about $145,410 at 4% or $96,940 at 6%; with 100% employer match about $109,057 at 4% or $72,705 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-38$5,132,730$142,122$3,740iApproximate average salary by contribution assumption: employee only about $93,501 at 4% or $62,334 at 6%; with 50% employer match about $62,334 at 4% or $41,556 at 6%; with 100% employer match about $46,751 at 4% or $31,167 at 6%.
Somerville Inc. Employee Stock Ownership Plan-34$2,023,069$189,412$5,571iApproximate average salary by contribution assumption: employee only about $139,274 at 4% or $92,849 at 6%; with 50% employer match about $92,849 at 4% or $61,899 at 6%; with 100% employer match about $69,637 at 4% or $46,425 at 6%.
2011237$6,706,820$334,414$9,038iApproximate average salary by contribution assumption: employee only about $225,955 at 4% or $150,637 at 6%; with 50% employer match about $150,637 at 4% or $100,425 at 6%; with 100% employer match about $112,978 at 4% or $75,318 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-37$4,619,656$136,081$3,678iApproximate average salary by contribution assumption: employee only about $91,947 at 4% or $61,298 at 6%; with 50% employer match about $61,298 at 4% or $40,865 at 6%; with 100% employer match about $45,973 at 4% or $30,649 at 6%.
Somerville Inc. Employee Stock Ownership Plan-32$2,087,164$198,333$6,198iApproximate average salary by contribution assumption: employee only about $154,948 at 4% or $103,298 at 6%; with 50% employer match about $103,298 at 4% or $68,866 at 6%; with 100% employer match about $77,474 at 4% or $51,649 at 6%.
2010238$7,351,563$433,152$11,399iApproximate average salary by contribution assumption: employee only about $284,968 at 4% or $189,979 at 6%; with 50% employer match about $189,979 at 4% or $126,653 at 6%; with 100% employer match about $142,484 at 4% or $94,989 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-38$4,818,125$149,387$3,931iApproximate average salary by contribution assumption: employee only about $98,281 at 4% or $65,521 at 6%; with 50% employer match about $65,521 at 4% or $43,680 at 6%; with 100% employer match about $49,140 at 4% or $32,760 at 6%.
Somerville Inc. Employee Stock Ownership Plan-34$2,533,438$283,765$8,346iApproximate average salary by contribution assumption: employee only about $208,651 at 4% or $139,100 at 6%; with 50% employer match about $139,100 at 4% or $92,734 at 6%; with 100% employer match about $104,325 at 4% or $69,550 at 6%.
2009245$7,783,939$413,263$9,184iApproximate average salary by contribution assumption: employee only about $229,591 at 4% or $153,060 at 6%; with 50% employer match about $153,060 at 4% or $102,040 at 6%; with 100% employer match about $114,795 at 4% or $76,530 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-45$4,340,338$191,085$4,246iApproximate average salary by contribution assumption: employee only about $106,158 at 4% or $70,772 at 6%; with 50% employer match about $70,772 at 4% or $47,181 at 6%; with 100% employer match about $53,079 at 4% or $35,386 at 6%.
Somerville Inc. Employee Stock Ownership Plan-36$3,443,601$222,178$6,172iApproximate average salary by contribution assumption: employee only about $154,290 at 4% or $102,860 at 6%; with 50% employer match about $102,860 at 4% or $68,573 at 6%; with 100% employer match about $77,145 at 4% or $51,430 at 6%.
2008238$7,037,764$921,398$24,247iApproximate average salary by contribution assumption: employee only about $606,183 at 4% or $404,122 at 6%; with 50% employer match about $404,122 at 4% or $269,415 at 6%; with 100% employer match about $303,091 at 4% or $202,061 at 6%.
Somerville Inc. Employee Stock Ownership Plan-34$3,622,396$518,472$15,249iApproximate average salary by contribution assumption: employee only about $381,229 at 4% or $254,153 at 6%; with 50% employer match about $254,153 at 4% or $169,435 at 6%; with 100% employer match about $190,615 at 4% or $127,076 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-38$3,415,368$402,926$10,603iApproximate average salary by contribution assumption: employee only about $265,083 at 4% or $176,722 at 6%; with 50% employer match about $176,722 at 4% or $117,815 at 6%; with 100% employer match about $132,541 at 4% or $88,361 at 6%.
2007236$4,094,859$310,710$8,631iApproximate average salary by contribution assumption: employee only about $215,771 at 4% or $143,847 at 6%; with 50% employer match about $143,847 at 4% or $95,898 at 6%; with 100% employer match about $107,885 at 4% or $71,924 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-36$4,094,859$310,710$8,631iApproximate average salary by contribution assumption: employee only about $215,771 at 4% or $143,847 at 6%; with 50% employer match about $143,847 at 4% or $95,898 at 6%; with 100% employer match about $107,885 at 4% or $71,924 at 6%.
Somerville Inc. Employee Stock Ownership Plan-31---
2006233$7,250,657$417,868$12,663iApproximate average salary by contribution assumption: employee only about $316,567 at 4% or $211,044 at 6%; with 50% employer match about $211,044 at 4% or $140,696 at 6%; with 100% employer match about $158,283 at 4% or $105,522 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-33$4,731,672$217,138$6,580iApproximate average salary by contribution assumption: employee only about $164,498 at 4% or $109,666 at 6%; with 50% employer match about $109,666 at 4% or $73,110 at 6%; with 100% employer match about $82,249 at 4% or $54,833 at 6%.
Somerville Inc. Employee Stock Ownership Plan-32$2,518,985$200,730$6,273iApproximate average salary by contribution assumption: employee only about $156,820 at 4% or $104,547 at 6%; with 50% employer match about $104,547 at 4% or $69,698 at 6%; with 100% employer match about $78,410 at 4% or $52,273 at 6%.
2005245$6,507,950$712,084$15,824iApproximate average salary by contribution assumption: employee only about $395,602 at 4% or $263,735 at 6%; with 50% employer match about $263,735 at 4% or $175,823 at 6%; with 100% employer match about $197,801 at 4% or $131,867 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-45$4,199,550$366,176$8,137iApproximate average salary by contribution assumption: employee only about $203,431 at 4% or $135,621 at 6%; with 50% employer match about $135,621 at 4% or $90,414 at 6%; with 100% employer match about $101,716 at 4% or $67,810 at 6%.
Somerville Inc. Employee Stock Ownership Plan-37$2,308,400$345,908$9,349iApproximate average salary by contribution assumption: employee only about $233,722 at 4% or $155,814 at 6%; with 50% employer match about $155,814 at 4% or $103,876 at 6%; with 100% employer match about $116,861 at 4% or $77,907 at 6%.
2004239$6,295,871$430,846$11,047iApproximate average salary by contribution assumption: employee only about $276,183 at 4% or $184,122 at 6%; with 50% employer match about $184,122 at 4% or $122,748 at 6%; with 100% employer match about $138,092 at 4% or $92,061 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-39$4,112,907$206,859$5,304iApproximate average salary by contribution assumption: employee only about $132,602 at 4% or $88,401 at 6%; with 50% employer match about $88,401 at 4% or $58,934 at 6%; with 100% employer match about $66,301 at 4% or $44,201 at 6%.
Somerville Inc. Employee Stock Ownership Plan-37$2,182,964$223,987$6,054iApproximate average salary by contribution assumption: employee only about $151,343 at 4% or $100,895 at 6%; with 50% employer match about $100,895 at 4% or $67,263 at 6%; with 100% employer match about $75,671 at 4% or $50,448 at 6%.
2003251$4,819,947$669,536$13,128iApproximate average salary by contribution assumption: employee only about $328,204 at 4% or $218,803 at 6%; with 50% employer match about $218,803 at 4% or $145,868 at 6%; with 100% employer match about $164,102 at 4% or $109,401 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-51$3,749,906$458,999$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Somerville Inc. Employee Stock Ownership Plan-46$1,070,041$210,537$4,577iApproximate average salary by contribution assumption: employee only about $114,422 at 4% or $76,282 at 6%; with 50% employer match about $76,282 at 4% or $50,854 at 6%; with 100% employer match about $57,211 at 4% or $38,141 at 6%.
2002253$3,855,441$434,987$8,207iApproximate average salary by contribution assumption: employee only about $205,183 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-53$2,796,994$200,559$3,784iApproximate average salary by contribution assumption: employee only about $94,603 at 4% or $63,069 at 6%; with 50% employer match about $63,069 at 4% or $42,046 at 6%; with 100% employer match about $47,302 at 4% or $31,534 at 6%.
Somerville Inc. Employee Stock Ownership Plan-47$1,058,447$234,428$4,988iApproximate average salary by contribution assumption: employee only about $124,696 at 4% or $83,130 at 6%; with 50% employer match about $83,130 at 4% or $55,420 at 6%; with 100% employer match about $62,348 at 4% or $41,565 at 6%.
2001255$4,794,757$558,561$10,156iApproximate average salary by contribution assumption: employee only about $253,891 at 4% or $169,261 at 6%; with 50% employer match about $169,261 at 4% or $112,841 at 6%; with 100% employer match about $126,946 at 4% or $84,630 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-55$3,751,511$327,878$5,961iApproximate average salary by contribution assumption: employee only about $149,035 at 4% or $99,357 at 6%; with 50% employer match about $99,357 at 4% or $66,238 at 6%; with 100% employer match about $74,518 at 4% or $49,678 at 6%.
Somerville Inc. Employee Stock Ownership Plan-0$1,043,246$230,683-
2000371$5,770,499$575,750$8,109iApproximate average salary by contribution assumption: employee only about $202,729 at 4% or $135,153 at 6%; with 50% employer match about $135,153 at 4% or $90,102 at 6%; with 100% employer match about $101,364 at 4% or $67,576 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-71$4,666,726$333,872$4,702iApproximate average salary by contribution assumption: employee only about $117,561 at 4% or $78,374 at 6%; with 50% employer match about $78,374 at 4% or $52,249 at 6%; with 100% employer match about $58,780 at 4% or $39,187 at 6%.
Somerville Inc. Employee Stock Ownership Plan-51$1,103,773$241,878$4,743iApproximate average salary by contribution assumption: employee only about $118,568 at 4% or $79,045 at 6%; with 50% employer match about $79,045 at 4% or $52,697 at 6%; with 100% employer match about $59,284 at 4% or $39,523 at 6%.
Somerville Associates Inc. Flexible Compensation Plan-46---
1999472$7,248,871$577,506$8,021iApproximate average salary by contribution assumption: employee only about $200,523 at 4% or $133,682 at 6%; with 50% employer match about $133,682 at 4% or $89,121 at 6%; with 100% employer match about $100,261 at 4% or $66,841 at 6%.
Somerville Inc. 401K and Profit Sharing Plan-72$6,067,207$420,315$5,838iApproximate average salary by contribution assumption: employee only about $145,943 at 4% or $97,295 at 6%; with 50% employer match about $97,295 at 4% or $64,863 at 6%; with 100% employer match about $72,971 at 4% or $48,648 at 6%.
Somerville Inc. Employee Stock Ownership Plan-57$1,181,664$157,191$2,758iApproximate average salary by contribution assumption: employee only about $68,943 at 4% or $45,962 at 6%; with 50% employer match about $45,962 at 4% or $30,642 at 6%; with 100% employer match about $34,472 at 4% or $22,981 at 6%.
Somerville Associates Inc. Flexible Compensation Plan-55---
Somerville Associates Inc. Flexible Compensation Plan-55---