Solem & Associates
Plan context: Solem & Associates Profit-Sharing Plan
EIN 94-2602079 • Berkeley, CA • 25 filings • 7 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$2,067,572
2018 Contributions
$23,000
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Solem & Associates Profit-Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $2,067,572 | $0 | - |
| Solem & Associates Profit-Sharing Plan | - | 3 | $2,067,572 | $0 | - |
| 2016 | 1 | 4 | $3,104,814 | $0 | - |
| Solem & Associates Profit-Sharing Plan | - | 4 | $3,104,814 | $0 | - |
| 2015 | 1 | 4 | $3,422,075 | $0 | - |
| Solem & Associates Profit-Sharing Plan | - | 4 | $3,422,075 | $0 | - |
| 2014 | 1 | 6 | $3,995,975 | $23,000 | $3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 6 | $3,995,975 | $23,000 | $3,833iApproximate average salary by contribution assumption: employee only about $95,833 at 4% or $63,889 at 6%; with 50% employer match about $63,889 at 4% or $42,593 at 6%; with 100% employer match about $47,917 at 4% or $31,944 at 6%. |
| 2013 | 1 | 6 | $4,061,288 | $23,711 | $3,952iApproximate average salary by contribution assumption: employee only about $98,796 at 4% or $65,864 at 6%; with 50% employer match about $65,864 at 4% or $43,909 at 6%; with 100% employer match about $49,398 at 4% or $32,932 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 6 | $4,061,288 | $23,711 | $3,952iApproximate average salary by contribution assumption: employee only about $98,796 at 4% or $65,864 at 6%; with 50% employer match about $65,864 at 4% or $43,909 at 6%; with 100% employer match about $49,398 at 4% or $32,932 at 6%. |
| 2012 | 1 | 7 | $3,804,104 | $5,500 | $786iApproximate average salary by contribution assumption: employee only about $19,643 at 4% or $13,095 at 6%; with 50% employer match about $13,095 at 4% or $8,730 at 6%; with 100% employer match about $9,821 at 4% or $6,548 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 7 | $3,804,104 | $5,500 | $786iApproximate average salary by contribution assumption: employee only about $19,643 at 4% or $13,095 at 6%; with 50% employer match about $13,095 at 4% or $8,730 at 6%; with 100% employer match about $9,821 at 4% or $6,548 at 6%. |
| 2011 | 1 | 8 | $3,641,524 | $55,500 | $6,938iApproximate average salary by contribution assumption: employee only about $173,438 at 4% or $115,625 at 6%; with 50% employer match about $115,625 at 4% or $77,083 at 6%; with 100% employer match about $86,719 at 4% or $57,813 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 8 | $3,641,524 | $55,500 | $6,938iApproximate average salary by contribution assumption: employee only about $173,438 at 4% or $115,625 at 6%; with 50% employer match about $115,625 at 4% or $77,083 at 6%; with 100% employer match about $86,719 at 4% or $57,813 at 6%. |
| 2010 | 1 | 7 | $3,719,585 | $11,000 | $1,571iApproximate average salary by contribution assumption: employee only about $39,286 at 4% or $26,190 at 6%; with 50% employer match about $26,190 at 4% or $17,460 at 6%; with 100% employer match about $19,643 at 4% or $13,095 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 7 | $3,719,585 | $11,000 | $1,571iApproximate average salary by contribution assumption: employee only about $39,286 at 4% or $26,190 at 6%; with 50% employer match about $26,190 at 4% or $17,460 at 6%; with 100% employer match about $19,643 at 4% or $13,095 at 6%. |
| 2009 | 1 | 7 | $3,454,782 | $5,500 | $786iApproximate average salary by contribution assumption: employee only about $19,643 at 4% or $13,095 at 6%; with 50% employer match about $13,095 at 4% or $8,730 at 6%; with 100% employer match about $9,821 at 4% or $6,548 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 7 | $3,454,782 | $5,500 | $786iApproximate average salary by contribution assumption: employee only about $19,643 at 4% or $13,095 at 6%; with 50% employer match about $13,095 at 4% or $8,730 at 6%; with 100% employer match about $9,821 at 4% or $6,548 at 6%. |
| 2008 | 1 | 6 | $2,988,218 | $5,000 | $833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 6 | $2,988,218 | $5,000 | $833iApproximate average salary by contribution assumption: employee only about $20,833 at 4% or $13,889 at 6%; with 50% employer match about $13,889 at 4% or $9,259 at 6%; with 100% employer match about $10,417 at 4% or $6,944 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Solem & Associates Profit-Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $3,355,223 | $174,524 | $29,087iApproximate average salary by contribution assumption: employee only about $727,183 at 4% or $484,789 at 6%; with 50% employer match about $484,789 at 4% or $323,193 at 6%; with 100% employer match about $363,592 at 4% or $242,394 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 6 | $3,355,223 | $174,524 | $29,087iApproximate average salary by contribution assumption: employee only about $727,183 at 4% or $484,789 at 6%; with 50% employer match about $484,789 at 4% or $323,193 at 6%; with 100% employer match about $363,592 at 4% or $242,394 at 6%. |
| 2005 | 1 | 6 | $2,879,375 | $4,563 | $761iApproximate average salary by contribution assumption: employee only about $19,013 at 4% or $12,675 at 6%; with 50% employer match about $12,675 at 4% or $8,450 at 6%; with 100% employer match about $9,506 at 4% or $6,338 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 6 | $2,879,375 | $4,563 | $761iApproximate average salary by contribution assumption: employee only about $19,013 at 4% or $12,675 at 6%; with 50% employer match about $12,675 at 4% or $8,450 at 6%; with 100% employer match about $9,506 at 4% or $6,338 at 6%. |
| 2004 | 2 | 8 | $2,814,240 | $5,150 | $644iApproximate average salary by contribution assumption: employee only about $16,094 at 4% or $10,729 at 6%; with 50% employer match about $10,729 at 4% or $7,153 at 6%; with 100% employer match about $8,047 at 4% or $5,365 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 8 | $2,814,240 | - | - |
| SOLEM & ASSOCIATES 401K PROFIT-SHARING PLAN | - | 0 | - | $5,150 | - |
| 2003 | 2 | 9 | $2,707,053 | $166,788 | $18,532iApproximate average salary by contribution assumption: employee only about $463,300 at 4% or $308,867 at 6%; with 50% employer match about $308,867 at 4% or $205,911 at 6%; with 100% employer match about $231,650 at 4% or $154,433 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 9 | $2,692,418 | $164,023 | $18,225iApproximate average salary by contribution assumption: employee only about $455,619 at 4% or $303,746 at 6%; with 50% employer match about $303,746 at 4% or $202,498 at 6%; with 100% employer match about $227,810 at 4% or $151,873 at 6%. |
| SOLEM & ASSOCIATES 401K PROFIT-SHARING PLAN | - | 8 | $14,635 | $2,765 | $346iApproximate average salary by contribution assumption: employee only about $8,641 at 4% or $5,760 at 6%; with 50% employer match about $5,760 at 4% or $3,840 at 6%; with 100% employer match about $4,320 at 4% or $2,880 at 6%. |
| 2002 | 2 | 9 | $2,166,264 | $4,762 | $529iApproximate average salary by contribution assumption: employee only about $13,228 at 4% or $8,819 at 6%; with 50% employer match about $8,819 at 4% or $5,879 at 6%; with 100% employer match about $6,614 at 4% or $4,409 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 9 | $2,138,276 | - | - |
| SOLEM & ASSOCIATES 401K PROFIT-SHARING PLAN | - | 9 | $27,988 | $4,762 | $529iApproximate average salary by contribution assumption: employee only about $13,228 at 4% or $8,819 at 6%; with 50% employer match about $8,819 at 4% or $5,879 at 6%; with 100% employer match about $6,614 at 4% or $4,409 at 6%. |
| 2001 | 2 | 16 | $0 | $0 | - |
| Solem & Associates Profit-Sharing Plan | - | 13 | - | - | - |
| SOLEM & ASSOCIATES 401K PROFIT-SHARING PLAN | - | 16 | - | - | - |
| 2000 | 2 | 17 | $15,551 | $15,400 | $906iApproximate average salary by contribution assumption: employee only about $22,647 at 4% or $15,098 at 6%; with 50% employer match about $15,098 at 4% or $10,065 at 6%; with 100% employer match about $11,324 at 4% or $7,549 at 6%. |
| SOLEM & ASSOCIATES, 401K PROFIT-SHARING PLAN | - | 17 | $15,551 | $15,400 | $906iApproximate average salary by contribution assumption: employee only about $22,647 at 4% or $15,098 at 6%; with 50% employer match about $15,098 at 4% or $10,065 at 6%; with 100% employer match about $11,324 at 4% or $7,549 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 16 | - | - | - |
| 1999 | 1 | 16 | $2,342,791 | $163,194 | $10,200iApproximate average salary by contribution assumption: employee only about $254,991 at 4% or $169,994 at 6%; with 50% employer match about $169,994 at 4% or $113,329 at 6%; with 100% employer match about $127,495 at 4% or $84,997 at 6%. |
| Solem & Associates Profit-Sharing Plan | - | 16 | $2,342,791 | $163,194 | $10,200iApproximate average salary by contribution assumption: employee only about $254,991 at 4% or $169,994 at 6%; with 50% employer match about $169,994 at 4% or $113,329 at 6%; with 100% employer match about $127,495 at 4% or $84,997 at 6%. |