Civic Intelligence

Soren Mcadam LLP

Plan context: Soren Mcadam LLP Retirement Plan

EIN 77-0549163 • Redlands, CA • 24 filings • 2 plans

2068 Orange Tree LaneSuite 100Redlands, CA 92375
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$13,820,887

2024 Contributions

$708,391

Historical Graphs

Total Assets Over Time

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

$13,820,887$6,910,444$0200120142024YearValue
$13,820,887Latest year 2024

Participants Over Time

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

72360200120132024YearValue
55Latest 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
2024155$13,820,887$708,391$12,880iApproximate average salary by contribution assumption: employee only about $321,996 at 4% or $214,664 at 6%; with 50% employer match about $214,664 at 4% or $143,109 at 6%; with 100% employer match about $160,998 at 4% or $107,332 at 6%.
Soren Mcadam LLP Retirement Plan-55$13,820,887$708,391$12,880iApproximate average salary by contribution assumption: employee only about $321,996 at 4% or $214,664 at 6%; with 50% employer match about $214,664 at 4% or $143,109 at 6%; with 100% employer match about $160,998 at 4% or $107,332 at 6%.
2023160$12,277,154$625,733$10,429iApproximate average salary by contribution assumption: employee only about $260,722 at 4% or $173,815 at 6%; with 50% employer match about $173,815 at 4% or $115,876 at 6%; with 100% employer match about $130,361 at 4% or $86,907 at 6%.
Soren Mcadam LLP Retirement Plan-60$12,277,154$625,733$10,429iApproximate average salary by contribution assumption: employee only about $260,722 at 4% or $173,815 at 6%; with 50% employer match about $173,815 at 4% or $115,876 at 6%; with 100% employer match about $130,361 at 4% or $86,907 at 6%.
2022167$11,030,063$633,750$9,459iApproximate average salary by contribution assumption: employee only about $236,474 at 4% or $157,649 at 6%; with 50% employer match about $157,649 at 4% or $105,100 at 6%; with 100% employer match about $118,237 at 4% or $78,825 at 6%.
Soren Mcadam LLP Retirement Plan-67$11,030,063$633,750$9,459iApproximate average salary by contribution assumption: employee only about $236,474 at 4% or $157,649 at 6%; with 50% employer match about $157,649 at 4% or $105,100 at 6%; with 100% employer match about $118,237 at 4% or $78,825 at 6%.
2021163$11,867,746$657,510$10,437iApproximate average salary by contribution assumption: employee only about $260,917 at 4% or $173,944 at 6%; with 50% employer match about $173,944 at 4% or $115,963 at 6%; with 100% employer match about $130,458 at 4% or $86,972 at 6%.
Soren Mcadam LLP Retirement Plan-63$11,867,746$657,510$10,437iApproximate average salary by contribution assumption: employee only about $260,917 at 4% or $173,944 at 6%; with 50% employer match about $173,944 at 4% or $115,963 at 6%; with 100% employer match about $130,458 at 4% or $86,972 at 6%.
2020142$9,945,583$523,446$12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%.
Soren Mcadam LLP Retirement Plan-42$9,945,583$523,446$12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%.
2019143$9,698,652$553,141$12,864iApproximate average salary by contribution assumption: employee only about $321,594 at 4% or $214,396 at 6%; with 50% employer match about $214,396 at 4% or $142,930 at 6%; with 100% employer match about $160,797 at 4% or $107,198 at 6%.
Soren Mcadam LLP Retirement Plan-43$9,698,652$553,141$12,864iApproximate average salary by contribution assumption: employee only about $321,594 at 4% or $214,396 at 6%; with 50% employer match about $214,396 at 4% or $142,930 at 6%; with 100% employer match about $160,797 at 4% or $107,198 at 6%.
2018144$9,313,268$615,558$13,990iApproximate average salary by contribution assumption: employee only about $349,749 at 4% or $233,166 at 6%; with 50% employer match about $233,166 at 4% or $155,444 at 6%; with 100% employer match about $174,874 at 4% or $116,583 at 6%.
Soren Mcadam LLP Retirement Plan-44$9,313,268$615,558$13,990iApproximate average salary by contribution assumption: employee only about $349,749 at 4% or $233,166 at 6%; with 50% employer match about $233,166 at 4% or $155,444 at 6%; with 100% employer match about $174,874 at 4% or $116,583 at 6%.
2017144$10,047,198$504,628$11,469iApproximate average salary by contribution assumption: employee only about $286,720 at 4% or $191,147 at 6%; with 50% employer match about $191,147 at 4% or $127,431 at 6%; with 100% employer match about $143,360 at 4% or $95,573 at 6%.
Soren Mcadam LLP Retirement Plan-44$10,047,198$504,628$11,469iApproximate average salary by contribution assumption: employee only about $286,720 at 4% or $191,147 at 6%; with 50% employer match about $191,147 at 4% or $127,431 at 6%; with 100% employer match about $143,360 at 4% or $95,573 at 6%.
2016143$8,817,831$514,823$11,973iApproximate average salary by contribution assumption: employee only about $299,316 at 4% or $199,544 at 6%; with 50% employer match about $199,544 at 4% or $133,029 at 6%; with 100% employer match about $149,658 at 4% or $99,772 at 6%.
Soren Mcadam LLP Retirement Plan-43$8,817,831$514,823$11,973iApproximate average salary by contribution assumption: employee only about $299,316 at 4% or $199,544 at 6%; with 50% employer match about $199,544 at 4% or $133,029 at 6%; with 100% employer match about $149,658 at 4% or $99,772 at 6%.
2015145$8,350,123$532,137$11,825iApproximate average salary by contribution assumption: employee only about $295,632 at 4% or $197,088 at 6%; with 50% employer match about $197,088 at 4% or $131,392 at 6%; with 100% employer match about $147,816 at 4% or $98,544 at 6%.
Soren Mcadam LLP Retirement Plan-45$8,350,123$532,137$11,825iApproximate average salary by contribution assumption: employee only about $295,632 at 4% or $197,088 at 6%; with 50% employer match about $197,088 at 4% or $131,392 at 6%; with 100% employer match about $147,816 at 4% or $98,544 at 6%.
2014145$8,075,217$447,922$9,954iApproximate average salary by contribution assumption: employee only about $248,846 at 4% or $165,897 at 6%; with 50% employer match about $165,897 at 4% or $110,598 at 6%; with 100% employer match about $124,423 at 4% or $82,949 at 6%.
Soren Mcadam LLP Retirement Plan-45$8,075,217$447,922$9,954iApproximate average salary by contribution assumption: employee only about $248,846 at 4% or $165,897 at 6%; with 50% employer match about $165,897 at 4% or $110,598 at 6%; with 100% employer match about $124,423 at 4% or $82,949 at 6%.
2013143$7,252,681$434,524$10,105iApproximate average salary by contribution assumption: employee only about $252,630 at 4% or $168,420 at 6%; with 50% employer match about $168,420 at 4% or $112,280 at 6%; with 100% employer match about $126,315 at 4% or $84,210 at 6%.
Soren Mcadam LLP Retirement Plan-43$7,252,681$434,524$10,105iApproximate average salary by contribution assumption: employee only about $252,630 at 4% or $168,420 at 6%; with 50% employer match about $168,420 at 4% or $112,280 at 6%; with 100% employer match about $126,315 at 4% or $84,210 at 6%.
2012147$5,933,187$458,249$9,750iApproximate average salary by contribution assumption: employee only about $243,749 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
Soren Mcadam LLP Retirement Plan-47$5,933,187$458,249$9,750iApproximate average salary by contribution assumption: employee only about $243,749 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%.
2011147$5,105,311$439,430$9,350iApproximate average salary by contribution assumption: employee only about $233,739 at 4% or $155,826 at 6%; with 50% employer match about $155,826 at 4% or $103,884 at 6%; with 100% employer match about $116,870 at 4% or $77,913 at 6%.
Soren Mcadam LLP Retirement Plan-47$5,105,311$439,430$9,350iApproximate average salary by contribution assumption: employee only about $233,739 at 4% or $155,826 at 6%; with 50% employer match about $155,826 at 4% or $103,884 at 6%; with 100% employer match about $116,870 at 4% or $77,913 at 6%.
2010142$4,863,104$493,460$11,749iApproximate average salary by contribution assumption: employee only about $293,726 at 4% or $195,817 at 6%; with 50% employer match about $195,817 at 4% or $130,545 at 6%; with 100% employer match about $146,863 at 4% or $97,909 at 6%.
Soren Mcadam LLP Retirement Plan-42$4,863,104$493,460$11,749iApproximate average salary by contribution assumption: employee only about $293,726 at 4% or $195,817 at 6%; with 50% employer match about $195,817 at 4% or $130,545 at 6%; with 100% employer match about $146,863 at 4% or $97,909 at 6%.
2009161$4,075,154$488,911$8,015iApproximate average salary by contribution assumption: employee only about $200,373 at 4% or $133,582 at 6%; with 50% employer match about $133,582 at 4% or $89,055 at 6%; with 100% employer match about $100,187 at 4% or $66,791 at 6%.
Soren Mcadam LLP Retirement Plan-61$4,075,154$488,911$8,015iApproximate average salary by contribution assumption: employee only about $200,373 at 4% or $133,582 at 6%; with 50% employer match about $133,582 at 4% or $89,055 at 6%; with 100% employer match about $100,187 at 4% or $66,791 at 6%.
2008158$2,951,586$296,094$5,105iApproximate average salary by contribution assumption: employee only about $127,627 at 4% or $85,084 at 6%; with 50% employer match about $85,084 at 4% or $56,723 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
Soren Mcadam LLP Retirement Plan-58$2,951,586$296,094$5,105iApproximate average salary by contribution assumption: employee only about $127,627 at 4% or $85,084 at 6%; with 50% employer match about $85,084 at 4% or $56,723 at 6%; with 100% employer match about $63,813 at 4% or $42,542 at 6%.
2007172$0$0-
Soren Mcadam LLP Retirement Plan-72---
2006172$3,402,249$490,073$6,807iApproximate average salary by contribution assumption: employee only about $170,164 at 4% or $113,443 at 6%; with 50% employer match about $113,443 at 4% or $75,629 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
Soren Mcadam LLP Retirement Plan-72$3,402,249$490,073$6,807iApproximate average salary by contribution assumption: employee only about $170,164 at 4% or $113,443 at 6%; with 50% employer match about $113,443 at 4% or $75,629 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
2005170$0$0-
Soren Mcadam LLP Retirement Plan-70---
2004154$2,467,823$348,839$6,460iApproximate average salary by contribution assumption: employee only about $161,500 at 4% or $107,666 at 6%; with 50% employer match about $107,666 at 4% or $71,778 at 6%; with 100% employer match about $80,750 at 4% or $53,833 at 6%.
Soren Mcadam LLP Retirement Plan-54$2,467,823$348,839$6,460iApproximate average salary by contribution assumption: employee only about $161,500 at 4% or $107,666 at 6%; with 50% employer match about $107,666 at 4% or $71,778 at 6%; with 100% employer match about $80,750 at 4% or $53,833 at 6%.
2003139$1,858,498$225,165$5,773iApproximate average salary by contribution assumption: employee only about $144,337 at 4% or $96,224 at 6%; with 50% employer match about $96,224 at 4% or $64,150 at 6%; with 100% employer match about $72,168 at 4% or $48,112 at 6%.
Soren Mcadam LLP Retirement Plan-39$1,858,498$225,165$5,773iApproximate average salary by contribution assumption: employee only about $144,337 at 4% or $96,224 at 6%; with 50% employer match about $96,224 at 4% or $64,150 at 6%; with 100% employer match about $72,168 at 4% or $48,112 at 6%.
2002139$0$0-
Soren Mcadam LLP Retirement Plan-39---
2001142$1,302,405$1,302,921$31,022iApproximate average salary by contribution assumption: employee only about $775,548 at 4% or $517,032 at 6%; with 50% employer match about $517,032 at 4% or $344,688 at 6%; with 100% employer match about $387,774 at 4% or $258,516 at 6%.
Soren Mcadam LLP Retirement Plan-42$1,302,405$1,302,921$31,022iApproximate average salary by contribution assumption: employee only about $775,548 at 4% or $517,032 at 6%; with 50% employer match about $517,032 at 4% or $344,688 at 6%; with 100% employer match about $387,774 at 4% or $258,516 at 6%.