Civic Intelligence

Anderson, Lucas, Somerville & Borges LLP

Plan context: Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan

EIN 94-1167235 • Fortuna, CA • 26 filings • 8 plans

1338 Main StreetFortuna, CA 95540
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,720,987

2024 Contributions

$60,016

Historical Graphs

Total Assets Over Time

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

$1,720,987$860,494$0199920132024YearValue
$1,720,987Latest year 2024

Participants Over Time

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

1890199920122024YearValue
9Latest 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
202419$1,720,987$60,016$6,668iApproximate average salary by contribution assumption: employee only about $166,711 at 4% or $111,141 at 6%; with 50% employer match about $111,141 at 4% or $74,094 at 6%; with 100% employer match about $83,356 at 4% or $55,570 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-9$1,720,987$60,016$6,668iApproximate average salary by contribution assumption: employee only about $166,711 at 4% or $111,141 at 6%; with 50% employer match about $111,141 at 4% or $74,094 at 6%; with 100% employer match about $83,356 at 4% or $55,570 at 6%.
202319$1,589,498$54,735$6,082iApproximate average salary by contribution assumption: employee only about $152,042 at 4% or $101,361 at 6%; with 50% employer match about $101,361 at 4% or $67,574 at 6%; with 100% employer match about $76,021 at 4% or $50,681 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-9$1,589,498$54,735$6,082iApproximate average salary by contribution assumption: employee only about $152,042 at 4% or $101,361 at 6%; with 50% employer match about $101,361 at 4% or $67,574 at 6%; with 100% employer match about $76,021 at 4% or $50,681 at 6%.
202218$1,415,959$59,936$7,492iApproximate average salary by contribution assumption: employee only about $187,300 at 4% or $124,867 at 6%; with 50% employer match about $124,867 at 4% or $83,244 at 6%; with 100% employer match about $93,650 at 4% or $62,433 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-8$1,415,959$59,936$7,492iApproximate average salary by contribution assumption: employee only about $187,300 at 4% or $124,867 at 6%; with 50% employer match about $124,867 at 4% or $83,244 at 6%; with 100% employer match about $93,650 at 4% or $62,433 at 6%.
202118$1,340,598$74,055$9,257iApproximate average salary by contribution assumption: employee only about $231,422 at 4% or $154,281 at 6%; with 50% employer match about $154,281 at 4% or $102,854 at 6%; with 100% employer match about $115,711 at 4% or $77,141 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-8$1,340,598$74,055$9,257iApproximate average salary by contribution assumption: employee only about $231,422 at 4% or $154,281 at 6%; with 50% employer match about $154,281 at 4% or $102,854 at 6%; with 100% employer match about $115,711 at 4% or $77,141 at 6%.
202018$1,351,630$54,744$6,843iApproximate average salary by contribution assumption: employee only about $171,075 at 4% or $114,050 at 6%; with 50% employer match about $114,050 at 4% or $76,033 at 6%; with 100% employer match about $85,538 at 4% or $57,025 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-8$1,351,630$54,744$6,843iApproximate average salary by contribution assumption: employee only about $171,075 at 4% or $114,050 at 6%; with 50% employer match about $114,050 at 4% or $76,033 at 6%; with 100% employer match about $85,538 at 4% or $57,025 at 6%.
201918$1,049,366$72,265$9,033iApproximate average salary by contribution assumption: employee only about $225,828 at 4% or $150,552 at 6%; with 50% employer match about $150,552 at 4% or $100,368 at 6%; with 100% employer match about $112,914 at 4% or $75,276 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-8$1,049,366$72,265$9,033iApproximate average salary by contribution assumption: employee only about $225,828 at 4% or $150,552 at 6%; with 50% employer match about $150,552 at 4% or $100,368 at 6%; with 100% employer match about $112,914 at 4% or $75,276 at 6%.
201819$1,142,398$70,915$7,879iApproximate average salary by contribution assumption: employee only about $196,986 at 4% or $131,324 at 6%; with 50% employer match about $131,324 at 4% or $87,549 at 6%; with 100% employer match about $98,493 at 4% or $65,662 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-9$1,142,398$70,915$7,879iApproximate average salary by contribution assumption: employee only about $196,986 at 4% or $131,324 at 6%; with 50% employer match about $131,324 at 4% or $87,549 at 6%; with 100% employer match about $98,493 at 4% or $65,662 at 6%.
201718$1,150,565$58,573$7,322iApproximate average salary by contribution assumption: employee only about $183,041 at 4% or $122,027 at 6%; with 50% employer match about $122,027 at 4% or $81,351 at 6%; with 100% employer match about $91,520 at 4% or $61,014 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-8$1,150,565$58,573$7,322iApproximate average salary by contribution assumption: employee only about $183,041 at 4% or $122,027 at 6%; with 50% employer match about $122,027 at 4% or $81,351 at 6%; with 100% employer match about $91,520 at 4% or $61,014 at 6%.
201619$1,199,959$47,016$5,224iApproximate average salary by contribution assumption: employee only about $130,600 at 4% or $87,067 at 6%; with 50% employer match about $87,067 at 4% or $58,044 at 6%; with 100% employer match about $65,300 at 4% or $43,533 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-9$1,199,959$47,016$5,224iApproximate average salary by contribution assumption: employee only about $130,600 at 4% or $87,067 at 6%; with 50% employer match about $87,067 at 4% or $58,044 at 6%; with 100% employer match about $65,300 at 4% or $43,533 at 6%.
2015110$1,029,977$185,831$18,583iApproximate average salary by contribution assumption: employee only about $464,577 at 4% or $309,718 at 6%; with 50% employer match about $309,718 at 4% or $206,479 at 6%; with 100% employer match about $232,289 at 4% or $154,859 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-10$1,029,977$185,831$18,583iApproximate average salary by contribution assumption: employee only about $464,577 at 4% or $309,718 at 6%; with 50% employer match about $309,718 at 4% or $206,479 at 6%; with 100% employer match about $232,289 at 4% or $154,859 at 6%.
2014111$950,101$39,928$3,630iApproximate average salary by contribution assumption: employee only about $90,745 at 4% or $60,497 at 6%; with 50% employer match about $60,497 at 4% or $40,331 at 6%; with 100% employer match about $45,373 at 4% or $30,248 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-11$950,101$39,928$3,630iApproximate average salary by contribution assumption: employee only about $90,745 at 4% or $60,497 at 6%; with 50% employer match about $60,497 at 4% or $40,331 at 6%; with 100% employer match about $45,373 at 4% or $30,248 at 6%.
2013112$1,516,012$44,259$3,688iApproximate average salary by contribution assumption: employee only about $92,206 at 4% or $61,471 at 6%; with 50% employer match about $61,471 at 4% or $40,981 at 6%; with 100% employer match about $46,103 at 4% or $30,735 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12$1,516,012$44,259$3,688iApproximate average salary by contribution assumption: employee only about $92,206 at 4% or $61,471 at 6%; with 50% employer match about $61,471 at 4% or $40,981 at 6%; with 100% employer match about $46,103 at 4% or $30,735 at 6%.
2012112$1,475,618$42,134$3,511iApproximate average salary by contribution assumption: employee only about $87,779 at 4% or $58,519 at 6%; with 50% employer match about $58,519 at 4% or $39,013 at 6%; with 100% employer match about $43,890 at 4% or $29,260 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12$1,475,618$42,134$3,511iApproximate average salary by contribution assumption: employee only about $87,779 at 4% or $58,519 at 6%; with 50% employer match about $58,519 at 4% or $39,013 at 6%; with 100% employer match about $43,890 at 4% or $29,260 at 6%.
2011112$1,268,930$39,921$3,327iApproximate average salary by contribution assumption: employee only about $83,169 at 4% or $55,446 at 6%; with 50% employer match about $55,446 at 4% or $36,964 at 6%; with 100% employer match about $41,584 at 4% or $27,723 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12$1,268,930$39,921$3,327iApproximate average salary by contribution assumption: employee only about $83,169 at 4% or $55,446 at 6%; with 50% employer match about $55,446 at 4% or $36,964 at 6%; with 100% employer match about $41,584 at 4% or $27,723 at 6%.
2010112$1,557,348$36,128$3,011iApproximate average salary by contribution assumption: employee only about $75,267 at 4% or $50,178 at 6%; with 50% employer match about $50,178 at 4% or $33,452 at 6%; with 100% employer match about $37,633 at 4% or $25,089 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12$1,557,348$36,128$3,011iApproximate average salary by contribution assumption: employee only about $75,267 at 4% or $50,178 at 6%; with 50% employer match about $50,178 at 4% or $33,452 at 6%; with 100% employer match about $37,633 at 4% or $25,089 at 6%.
2009112$1,327,131$50,307$4,192iApproximate average salary by contribution assumption: employee only about $104,806 at 4% or $69,871 at 6%; with 50% employer match about $69,871 at 4% or $46,581 at 6%; with 100% employer match about $52,403 at 4% or $34,935 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12$1,327,131$50,307$4,192iApproximate average salary by contribution assumption: employee only about $104,806 at 4% or $69,871 at 6%; with 50% employer match about $69,871 at 4% or $46,581 at 6%; with 100% employer match about $52,403 at 4% or $34,935 at 6%.
2008112$0$0-
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12---
2007113$0$0-
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-13---
2006112$1,281,562$102,030$8,503iApproximate average salary by contribution assumption: employee only about $212,563 at 4% or $141,708 at 6%; with 50% employer match about $141,708 at 4% or $94,472 at 6%; with 100% employer match about $106,281 at 4% or $70,854 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-12$1,281,562$102,030$8,503iApproximate average salary by contribution assumption: employee only about $212,563 at 4% or $141,708 at 6%; with 50% employer match about $141,708 at 4% or $94,472 at 6%; with 100% employer match about $106,281 at 4% or $70,854 at 6%.
2005113$1,103,558$51,984$3,999iApproximate average salary by contribution assumption: employee only about $99,969 at 4% or $66,646 at 6%; with 50% employer match about $66,646 at 4% or $44,431 at 6%; with 100% employer match about $49,985 at 4% or $33,323 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-13$1,103,558$51,984$3,999iApproximate average salary by contribution assumption: employee only about $99,969 at 4% or $66,646 at 6%; with 50% employer match about $66,646 at 4% or $44,431 at 6%; with 100% employer match about $49,985 at 4% or $33,323 at 6%.
2004116$837,477$57,140$3,571iApproximate average salary by contribution assumption: employee only about $89,281 at 4% or $59,521 at 6%; with 50% employer match about $59,521 at 4% or $39,681 at 6%; with 100% employer match about $44,641 at 4% or $29,760 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-16$837,477$57,140$3,571iApproximate average salary by contribution assumption: employee only about $89,281 at 4% or $59,521 at 6%; with 50% employer match about $59,521 at 4% or $39,681 at 6%; with 100% employer match about $44,641 at 4% or $29,760 at 6%.
2003115$749,550$44,344$2,956iApproximate average salary by contribution assumption: employee only about $73,907 at 4% or $49,271 at 6%; with 50% employer match about $49,271 at 4% or $32,847 at 6%; with 100% employer match about $36,953 at 4% or $24,636 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-15$749,550$44,344$2,956iApproximate average salary by contribution assumption: employee only about $73,907 at 4% or $49,271 at 6%; with 50% employer match about $49,271 at 4% or $32,847 at 6%; with 100% employer match about $36,953 at 4% or $24,636 at 6%.
2002114$533,344$52,251$3,732iApproximate average salary by contribution assumption: employee only about $93,305 at 4% or $62,204 at 6%; with 50% employer match about $62,204 at 4% or $41,469 at 6%; with 100% employer match about $46,653 at 4% or $31,102 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-14$533,344$52,251$3,732iApproximate average salary by contribution assumption: employee only about $93,305 at 4% or $62,204 at 6%; with 50% employer match about $62,204 at 4% or $41,469 at 6%; with 100% employer match about $46,653 at 4% or $31,102 at 6%.
2001114$642,457$43,756$3,125iApproximate average salary by contribution assumption: employee only about $78,136 at 4% or $52,090 at 6%; with 50% employer match about $52,090 at 4% or $34,727 at 6%; with 100% employer match about $39,068 at 4% or $26,045 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-14$642,457$43,756$3,125iApproximate average salary by contribution assumption: employee only about $78,136 at 4% or $52,090 at 6%; with 50% employer match about $52,090 at 4% or $34,727 at 6%; with 100% employer match about $39,068 at 4% or $26,045 at 6%.
2000117$650,162$48,418$2,848iApproximate average salary by contribution assumption: employee only about $71,203 at 4% or $47,469 at 6%; with 50% employer match about $47,469 at 4% or $31,646 at 6%; with 100% employer match about $35,601 at 4% or $23,734 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-17$650,162$48,418$2,848iApproximate average salary by contribution assumption: employee only about $71,203 at 4% or $47,469 at 6%; with 50% employer match about $47,469 at 4% or $31,646 at 6%; with 100% employer match about $35,601 at 4% or $23,734 at 6%.
1999118$746,242$47,640$2,647iApproximate average salary by contribution assumption: employee only about $66,167 at 4% or $44,111 at 6%; with 50% employer match about $44,111 at 4% or $29,407 at 6%; with 100% employer match about $33,083 at 4% or $22,056 at 6%.
Anderson, Lucas, Somerville & Borges 401(K) Profit Sharing Plan-18$746,242$47,640$2,647iApproximate average salary by contribution assumption: employee only about $66,167 at 4% or $44,111 at 6%; with 50% employer match about $44,111 at 4% or $29,407 at 6%; with 100% employer match about $33,083 at 4% or $22,056 at 6%.