Sommer Investments, LLC
Plan context: Sommer Investments. LLC 401(K) Profit Sharing Plan & Trust
EIN 84-1648219 • Houston, TX • 4 filings • 3 plans
Current Snapshot
Latest Year
2010
2010 Participants
17
2010 Assets
$231,559
2010 Contributions
$27,227
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $27,227 | - |
| Sommer Investments. LLC 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $27,227 | - |
| 2009 | 2 | 17 | $231,559 | $105,463 | $6,204iApproximate average salary by contribution assumption: employee only about $155,093 at 4% or $103,395 at 6%; with 50% employer match about $103,395 at 4% or $68,930 at 6%; with 100% employer match about $77,546 at 4% or $51,698 at 6%. |
| Sommer Investments. LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $116,827 | $53,779 | $17,926iApproximate average salary by contribution assumption: employee only about $448,158 at 4% or $298,772 at 6%; with 50% employer match about $298,772 at 4% or $199,181 at 6%; with 100% employer match about $224,079 at 4% or $149,386 at 6%. |
| Sommer Investments. LLC 401(K) Profit Sharing Plan & Trust | - | 17 | $114,732 | $51,684 | $3,040iApproximate average salary by contribution assumption: employee only about $76,006 at 4% or $50,671 at 6%; with 50% employer match about $50,671 at 4% or $33,780 at 6%; with 100% employer match about $38,003 at 4% or $25,335 at 6%. |
| 2008 | 1 | 10 | $41,966 | $34,094 | $3,409iApproximate average salary by contribution assumption: employee only about $85,235 at 4% or $56,823 at 6%; with 50% employer match about $56,823 at 4% or $37,882 at 6%; with 100% employer match about $42,618 at 4% or $28,412 at 6%. |
| Sommer Investments. LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $41,966 | $34,094 | $3,409iApproximate average salary by contribution assumption: employee only about $85,235 at 4% or $56,823 at 6%; with 50% employer match about $56,823 at 4% or $37,882 at 6%; with 100% employer match about $42,618 at 4% or $28,412 at 6%. |