Soderholm & Associates Inc.
Plan context: Soderholm & Associates Inc. Employee Stock Ownership Plan
EIN 41-0836048 • Ramsey, MN • 35 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$20,602,236
2024 Contributions
$2,203,461
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 | 2 | 70 | $20,602,236 | $2,203,461 | $31,478iApproximate average salary by contribution assumption: employee only about $786,950 at 4% or $524,634 at 6%; with 50% employer match about $524,634 at 4% or $349,756 at 6%; with 100% employer match about $393,475 at 4% or $262,317 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 59 | $12,247,653 | $1,176,352 | $19,938iApproximate average salary by contribution assumption: employee only about $498,454 at 4% or $332,303 at 6%; with 50% employer match about $332,303 at 4% or $221,535 at 6%; with 100% employer match about $249,227 at 4% or $166,151 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 70 | $8,354,583 | $1,027,109 | $14,673iApproximate average salary by contribution assumption: employee only about $366,825 at 4% or $244,550 at 6%; with 50% employer match about $244,550 at 4% or $163,033 at 6%; with 100% employer match about $183,412 at 4% or $122,275 at 6%. |
| 2023 | 2 | 53 | $20,415,839 | $1,548,691 | $29,221iApproximate average salary by contribution assumption: employee only about $730,515 at 4% or $487,010 at 6%; with 50% employer match about $487,010 at 4% or $324,673 at 6%; with 100% employer match about $365,257 at 4% or $243,505 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 47 | $13,415,215 | $271,841 | $5,784iApproximate average salary by contribution assumption: employee only about $144,596 at 4% or $96,398 at 6%; with 50% employer match about $96,398 at 4% or $64,265 at 6%; with 100% employer match about $72,298 at 4% or $48,199 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 53 | $7,000,624 | $1,276,850 | $24,092iApproximate average salary by contribution assumption: employee only about $602,288 at 4% or $401,525 at 6%; with 50% employer match about $401,525 at 4% or $267,683 at 6%; with 100% employer match about $301,144 at 4% or $200,763 at 6%. |
| 2022 | 2 | 51 | $16,723,255 | $707,521 | $13,873iApproximate average salary by contribution assumption: employee only about $346,824 at 4% or $231,216 at 6%; with 50% employer match about $231,216 at 4% or $154,144 at 6%; with 100% employer match about $173,412 at 4% or $115,608 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 45 | $11,198,238 | $241,841 | $5,374iApproximate average salary by contribution assumption: employee only about $134,356 at 4% or $89,571 at 6%; with 50% employer match about $89,571 at 4% or $59,714 at 6%; with 100% employer match about $67,178 at 4% or $44,785 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 51 | $5,525,017 | $465,680 | $9,131iApproximate average salary by contribution assumption: employee only about $228,275 at 4% or $152,183 at 6%; with 50% employer match about $152,183 at 4% or $101,455 at 6%; with 100% employer match about $114,137 at 4% or $76,092 at 6%. |
| 2021 | 2 | 49 | $16,169,995 | $858,165 | $17,514iApproximate average salary by contribution assumption: employee only about $437,839 at 4% or $291,893 at 6%; with 50% employer match about $291,893 at 4% or $194,595 at 6%; with 100% employer match about $218,920 at 4% or $145,946 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 47 | $8,973,209 | $241,841 | $5,146iApproximate average salary by contribution assumption: employee only about $128,639 at 4% or $85,759 at 6%; with 50% employer match about $85,759 at 4% or $57,173 at 6%; with 100% employer match about $64,319 at 4% or $42,880 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 49 | $7,196,786 | $616,324 | $12,578iApproximate average salary by contribution assumption: employee only about $314,451 at 4% or $209,634 at 6%; with 50% employer match about $209,634 at 4% or $139,756 at 6%; with 100% employer match about $157,226 at 4% or $104,817 at 6%. |
| 2020 | 2 | 46 | $11,323,010 | $823,794 | $17,909iApproximate average salary by contribution assumption: employee only about $447,714 at 4% or $298,476 at 6%; with 50% employer match about $298,476 at 4% or $198,984 at 6%; with 100% employer match about $223,857 at 4% or $149,238 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 46 | $5,948,523 | $531,953 | $11,564iApproximate average salary by contribution assumption: employee only about $289,105 at 4% or $192,737 at 6%; with 50% employer match about $192,737 at 4% or $128,491 at 6%; with 100% employer match about $144,552 at 4% or $96,368 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 46 | $5,374,487 | $291,841 | $6,344iApproximate average salary by contribution assumption: employee only about $158,609 at 4% or $105,739 at 6%; with 50% employer match about $105,739 at 4% or $70,493 at 6%; with 100% employer match about $79,305 at 4% or $52,870 at 6%. |
| 2019 | 2 | 45 | $8,472,587 | $773,916 | $17,198iApproximate average salary by contribution assumption: employee only about $429,953 at 4% or $286,636 at 6%; with 50% employer match about $286,636 at 4% or $191,090 at 6%; with 100% employer match about $214,977 at 4% or $143,318 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 45 | $4,832,743 | $532,076 | $11,824iApproximate average salary by contribution assumption: employee only about $295,598 at 4% or $197,065 at 6%; with 50% employer match about $197,065 at 4% or $131,377 at 6%; with 100% employer match about $147,799 at 4% or $98,533 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 43 | $3,639,844 | $241,840 | $5,624iApproximate average salary by contribution assumption: employee only about $140,605 at 4% or $93,736 at 6%; with 50% employer match about $93,736 at 4% or $62,491 at 6%; with 100% employer match about $70,302 at 4% or $46,868 at 6%. |
| 2018 | 2 | 41 | $6,867,098 | $1,049,580 | $25,600iApproximate average salary by contribution assumption: employee only about $639,988 at 4% or $426,659 at 6%; with 50% employer match about $426,659 at 4% or $284,439 at 6%; with 100% employer match about $319,994 at 4% or $213,329 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | - | 39 | $3,612,577 | $797,950 | $20,460iApproximate average salary by contribution assumption: employee only about $511,506 at 4% or $341,004 at 6%; with 50% employer match about $341,004 at 4% or $227,336 at 6%; with 100% employer match about $255,753 at 4% or $170,502 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 41 | $3,254,521 | $251,630 | $6,137iApproximate average salary by contribution assumption: employee only about $153,433 at 4% or $102,289 at 6%; with 50% employer match about $102,289 at 4% or $68,192 at 6%; with 100% employer match about $76,716 at 4% or $51,144 at 6%. |
| 2017 | 2 | 38 | $7,185,662 | $656,874 | $17,286iApproximate average salary by contribution assumption: employee only about $432,154 at 4% or $288,103 at 6%; with 50% employer match about $288,103 at 4% or $192,068 at 6%; with 100% employer match about $216,077 at 4% or $144,051 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 37 | $4,008,346 | $249,341 | $6,739iApproximate average salary by contribution assumption: employee only about $168,474 at 4% or $112,316 at 6%; with 50% employer match about $112,316 at 4% or $74,877 at 6%; with 100% employer match about $84,237 at 4% or $56,158 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 38 | $3,177,316 | $407,533 | $10,725iApproximate average salary by contribution assumption: employee only about $268,114 at 4% or $178,743 at 6%; with 50% employer match about $178,743 at 4% or $119,162 at 6%; with 100% employer match about $134,057 at 4% or $89,371 at 6%. |
| 2016 | 2 | 36 | $5,603,777 | $603,730 | $16,770iApproximate average salary by contribution assumption: employee only about $419,257 at 4% or $279,505 at 6%; with 50% employer match about $279,505 at 4% or $186,336 at 6%; with 100% employer match about $209,628 at 4% or $139,752 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 33 | $3,207,841 | $241,841 | $7,329iApproximate average salary by contribution assumption: employee only about $183,213 at 4% or $122,142 at 6%; with 50% employer match about $122,142 at 4% or $81,428 at 6%; with 100% employer match about $91,606 at 4% or $61,071 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 36 | $2,395,936 | $361,889 | $10,052iApproximate average salary by contribution assumption: employee only about $251,312 at 4% or $167,541 at 6%; with 50% employer match about $167,541 at 4% or $111,694 at 6%; with 100% employer match about $125,656 at 4% or $83,771 at 6%. |
| 2015 | 2 | 32 | $5,021,930 | $437,736 | $13,679iApproximate average salary by contribution assumption: employee only about $341,981 at 4% or $227,988 at 6%; with 50% employer match about $227,988 at 4% or $151,992 at 6%; with 100% employer match about $170,991 at 4% or $113,994 at 6%. |
| Soderholm & Associates Inc. Employee Stock Ownership Plan | - | 30 | $2,916,841 | $241,841 | $8,061iApproximate average salary by contribution assumption: employee only about $201,534 at 4% or $134,356 at 6%; with 50% employer match about $134,356 at 4% or $89,571 at 6%; with 100% employer match about $100,767 at 4% or $67,178 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 32 | $2,105,089 | $195,895 | $6,122iApproximate average salary by contribution assumption: employee only about $153,043 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,521 at 4% or $51,014 at 6%. |
| 2014 | 1 | 30 | $3,517,539 | $297,830 | $9,928iApproximate average salary by contribution assumption: employee only about $248,192 at 4% or $165,461 at 6%; with 50% employer match about $165,461 at 4% or $110,307 at 6%; with 100% employer match about $124,096 at 4% or $82,731 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 30 | $3,517,539 | $297,830 | $9,928iApproximate average salary by contribution assumption: employee only about $248,192 at 4% or $165,461 at 6%; with 50% employer match about $165,461 at 4% or $110,307 at 6%; with 100% employer match about $124,096 at 4% or $82,731 at 6%. |
| 2013 | 1 | 34 | $3,072,603 | $282,727 | $8,316iApproximate average salary by contribution assumption: employee only about $207,888 at 4% or $138,592 at 6%; with 50% employer match about $138,592 at 4% or $92,394 at 6%; with 100% employer match about $103,944 at 4% or $69,296 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 34 | $3,072,603 | $282,727 | $8,316iApproximate average salary by contribution assumption: employee only about $207,888 at 4% or $138,592 at 6%; with 50% employer match about $138,592 at 4% or $92,394 at 6%; with 100% employer match about $103,944 at 4% or $69,296 at 6%. |
| 2012 | 1 | 30 | $3,209,098 | $266,863 | $8,895iApproximate average salary by contribution assumption: employee only about $222,386 at 4% or $148,257 at 6%; with 50% employer match about $148,257 at 4% or $98,838 at 6%; with 100% employer match about $111,193 at 4% or $74,129 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 30 | $3,209,098 | $266,863 | $8,895iApproximate average salary by contribution assumption: employee only about $222,386 at 4% or $148,257 at 6%; with 50% employer match about $148,257 at 4% or $98,838 at 6%; with 100% employer match about $111,193 at 4% or $74,129 at 6%. |
| 2011 | 1 | 22 | $2,668,538 | $213,032 | $9,683iApproximate average salary by contribution assumption: employee only about $242,082 at 4% or $161,388 at 6%; with 50% employer match about $161,388 at 4% or $107,592 at 6%; with 100% employer match about $121,041 at 4% or $80,694 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 22 | $2,668,538 | $213,032 | $9,683iApproximate average salary by contribution assumption: employee only about $242,082 at 4% or $161,388 at 6%; with 50% employer match about $161,388 at 4% or $107,592 at 6%; with 100% employer match about $121,041 at 4% or $80,694 at 6%. |
| 2010 | 1 | 22 | $2,892,485 | $197,641 | $8,984iApproximate average salary by contribution assumption: employee only about $224,592 at 4% or $149,728 at 6%; with 50% employer match about $149,728 at 4% or $99,819 at 6%; with 100% employer match about $112,296 at 4% or $74,864 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 22 | $2,892,485 | $197,641 | $8,984iApproximate average salary by contribution assumption: employee only about $224,592 at 4% or $149,728 at 6%; with 50% employer match about $149,728 at 4% or $99,819 at 6%; with 100% employer match about $112,296 at 4% or $74,864 at 6%. |
| 2009 | 1 | 22 | $2,664,741 | $173,605 | $7,891iApproximate average salary by contribution assumption: employee only about $197,278 at 4% or $131,519 at 6%; with 50% employer match about $131,519 at 4% or $87,679 at 6%; with 100% employer match about $98,639 at 4% or $65,759 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 22 | $2,664,741 | $173,605 | $7,891iApproximate average salary by contribution assumption: employee only about $197,278 at 4% or $131,519 at 6%; with 50% employer match about $131,519 at 4% or $87,679 at 6%; with 100% employer match about $98,639 at 4% or $65,759 at 6%. |
| 2008 | 1 | 20 | $0 | $0 | - |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 20 | - | - | - |
| 2007 | 1 | 21 | $0 | $0 | - |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 21 | - | - | - |
| 2006 | 1 | 16 | $2,767,826 | $151,969 | $9,498iApproximate average salary by contribution assumption: employee only about $237,452 at 4% or $158,301 at 6%; with 50% employer match about $158,301 at 4% or $105,534 at 6%; with 100% employer match about $118,726 at 4% or $79,151 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 16 | $2,767,826 | $151,969 | $9,498iApproximate average salary by contribution assumption: employee only about $237,452 at 4% or $158,301 at 6%; with 50% employer match about $158,301 at 4% or $105,534 at 6%; with 100% employer match about $118,726 at 4% or $79,151 at 6%. |
| 2005 | 1 | 15 | $2,314,601 | $110,370 | $7,358iApproximate average salary by contribution assumption: employee only about $183,950 at 4% or $122,633 at 6%; with 50% employer match about $122,633 at 4% or $81,756 at 6%; with 100% employer match about $91,975 at 4% or $61,317 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 15 | $2,314,601 | $110,370 | $7,358iApproximate average salary by contribution assumption: employee only about $183,950 at 4% or $122,633 at 6%; with 50% employer match about $122,633 at 4% or $81,756 at 6%; with 100% employer match about $91,975 at 4% or $61,317 at 6%. |
| 2004 | 1 | 13 | $1,875,902 | $100,190 | $7,707iApproximate average salary by contribution assumption: employee only about $192,673 at 4% or $128,449 at 6%; with 50% employer match about $128,449 at 4% or $85,632 at 6%; with 100% employer match about $96,337 at 4% or $64,224 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 13 | $1,875,902 | $100,190 | $7,707iApproximate average salary by contribution assumption: employee only about $192,673 at 4% or $128,449 at 6%; with 50% employer match about $128,449 at 4% or $85,632 at 6%; with 100% employer match about $96,337 at 4% or $64,224 at 6%. |
| 2003 | 1 | 11 | $1,930,105 | $75,035 | $6,821iApproximate average salary by contribution assumption: employee only about $170,534 at 4% or $113,689 at 6%; with 50% employer match about $113,689 at 4% or $75,793 at 6%; with 100% employer match about $85,267 at 4% or $56,845 at 6%. |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 11 | $1,930,105 | $75,035 | $6,821iApproximate average salary by contribution assumption: employee only about $170,534 at 4% or $113,689 at 6%; with 50% employer match about $113,689 at 4% or $75,793 at 6%; with 100% employer match about $85,267 at 4% or $56,845 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 10 | - | - | - |
| 2001 | 1 | 11 | $0 | $0 | - |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST | - | 11 | - | - | - |
| 2000 | 1 | 14 | $0 | $0 | - |
| SODERHOLM & ASSOCIATES, INC. 401K PROFIT SHARING PLAN & TRUST | - | 14 | - | - | - |