Civic Intelligence

Somerset Holdings Group LLC

Plan context: Somerset Holdings Group LLC Cash Balance Plan

EIN 94-3409491 • Portland, OR • 29 filings • 7 plans

4600 SW Kelly AvePortland, OR 97239
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,720,784

2024 Contributions

$330,336

Historical Graphs

Total Assets Over Time

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

$2,720,784$1,360,392$0200820162024YearValue
$2,720,784Latest year 2024

Participants Over Time

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

1370200820162024YearValue
7Latest 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
202437$2,720,784$330,336$47,191iApproximate average salary by contribution assumption: employee only about $1,179,771 at 4% or $786,514 at 6%; with 50% employer match about $786,514 at 4% or $524,343 at 6%; with 100% employer match about $589,886 at 4% or $393,257 at 6%.
Somerset Holdings Group LLC Cash Balance Plan-7$1,334,401$51,000$7,286iApproximate average salary by contribution assumption: employee only about $182,143 at 4% or $121,429 at 6%; with 50% employer match about $121,429 at 4% or $80,952 at 6%; with 100% employer match about $91,071 at 4% or $60,714 at 6%.
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN-7$794,675$224,336$32,048iApproximate average salary by contribution assumption: employee only about $801,200 at 4% or $534,133 at 6%; with 50% employer match about $534,133 at 4% or $356,089 at 6%; with 100% employer match about $400,600 at 4% or $267,067 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$591,708$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
202335$1,889,731$120,964$24,193iApproximate average salary by contribution assumption: employee only about $604,820 at 4% or $403,213 at 6%; with 50% employer match about $403,213 at 4% or $268,809 at 6%; with 100% employer match about $302,410 at 4% or $201,607 at 6%.
Somerset Holdings Group LLC Cash Balance Plan-5$930,947--
Somerset Holdings Group LLC Defined Benefit Plan-5$483,199$0-
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN-5$475,585$120,964$24,193iApproximate average salary by contribution assumption: employee only about $604,820 at 4% or $403,213 at 6%; with 50% employer match about $403,213 at 4% or $268,809 at 6%; with 100% employer match about $302,410 at 4% or $201,607 at 6%.
202236$1,693,011$527,295$87,883iApproximate average salary by contribution assumption: employee only about $2,197,063 at 4% or $1,464,708 at 6%; with 50% employer match about $1,464,708 at 4% or $976,472 at 6%; with 100% employer match about $1,098,531 at 4% or $732,354 at 6%.
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN-4$802,390$124,352$31,088iApproximate average salary by contribution assumption: employee only about $777,200 at 4% or $518,133 at 6%; with 50% employer match about $518,133 at 4% or $345,422 at 6%; with 100% employer match about $388,600 at 4% or $259,067 at 6%.
Somerset Holdings Group LLC Cash Balance Plan-5$577,304$393,818$78,764iApproximate average salary by contribution assumption: employee only about $1,969,090 at 4% or $1,312,727 at 6%; with 50% employer match about $1,312,727 at 4% or $875,151 at 6%; with 100% employer match about $984,545 at 4% or $656,363 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$313,317$9,125$1,521iApproximate average salary by contribution assumption: employee only about $38,021 at 4% or $25,347 at 6%; with 50% employer match about $25,347 at 4% or $16,898 at 6%; with 100% employer match about $19,010 at 4% or $12,674 at 6%.
202136$2,171,034$300,142$50,024iApproximate average salary by contribution assumption: employee only about $1,250,592 at 4% or $833,728 at 6%; with 50% employer match about $833,728 at 4% or $555,819 at 6%; with 100% employer match about $625,296 at 4% or $416,864 at 6%.
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN-5$805,940$101,243$20,249iApproximate average salary by contribution assumption: employee only about $506,215 at 4% or $337,477 at 6%; with 50% employer match about $337,477 at 4% or $224,984 at 6%; with 100% employer match about $253,107 at 4% or $168,738 at 6%.
Somerset Holdings Group LLC Cash Balance Plan-5$729,944$198,899$39,780iApproximate average salary by contribution assumption: employee only about $994,495 at 4% or $662,997 at 6%; with 50% employer match about $662,997 at 4% or $441,998 at 6%; with 100% employer match about $497,248 at 4% or $331,498 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$635,150$0-
202036$1,793,731$783,432$130,572iApproximate average salary by contribution assumption: employee only about $3,264,300 at 4% or $2,176,200 at 6%; with 50% employer match about $2,176,200 at 4% or $1,450,800 at 6%; with 100% employer match about $1,632,150 at 4% or $1,088,100 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$743,344$500,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN-5$638,617$113,052$22,610iApproximate average salary by contribution assumption: employee only about $565,260 at 4% or $376,840 at 6%; with 50% employer match about $376,840 at 4% or $251,227 at 6%; with 100% employer match about $282,630 at 4% or $188,420 at 6%.
Somerset Holdings Group LLC Cash Balance Plan-5$411,770$170,380$34,076iApproximate average salary by contribution assumption: employee only about $851,900 at 4% or $567,933 at 6%; with 50% employer match about $567,933 at 4% or $378,622 at 6%; with 100% employer match about $425,950 at 4% or $283,967 at 6%.
201938$926,893$225,043$28,130iApproximate average salary by contribution assumption: employee only about $703,259 at 4% or $468,840 at 6%; with 50% employer match about $468,840 at 4% or $312,560 at 6%; with 100% employer match about $351,630 at 4% or $234,420 at 6%.
SOMERSET HOLDINGS GROUP LLC 401(K) PLAN-8$571,661$70,643$8,830iApproximate average salary by contribution assumption: employee only about $220,759 at 4% or $147,173 at 6%; with 50% employer match about $147,173 at 4% or $98,115 at 6%; with 100% employer match about $110,380 at 4% or $73,586 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$200,832$0-
Somerset Holdings Group LLC Cash Balance Plan-5$154,400$154,400$30,880iApproximate average salary by contribution assumption: employee only about $772,000 at 4% or $514,667 at 6%; with 50% employer match about $514,667 at 4% or $343,111 at 6%; with 100% employer match about $386,000 at 4% or $257,333 at 6%.
201816$1,174,000$256,276$42,713iApproximate average salary by contribution assumption: employee only about $1,067,817 at 4% or $711,878 at 6%; with 50% employer match about $711,878 at 4% or $474,585 at 6%; with 100% employer match about $533,908 at 4% or $355,939 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$1,174,000$256,276$42,713iApproximate average salary by contribution assumption: employee only about $1,067,817 at 4% or $711,878 at 6%; with 50% employer match about $711,878 at 4% or $474,585 at 6%; with 100% employer match about $533,908 at 4% or $355,939 at 6%.
201716$917,724$255,571$42,595iApproximate average salary by contribution assumption: employee only about $1,064,879 at 4% or $709,919 at 6%; with 50% employer match about $709,919 at 4% or $473,280 at 6%; with 100% employer match about $532,440 at 4% or $354,960 at 6%.
Somerset Holdings Group LLC Defined Benefit Plan-6$917,724$255,571$42,595iApproximate average salary by contribution assumption: employee only about $1,064,879 at 4% or $709,919 at 6%; with 50% employer match about $709,919 at 4% or $473,280 at 6%; with 100% employer match about $532,440 at 4% or $354,960 at 6%.
2016113$651,494$76,181$5,860iApproximate average salary by contribution assumption: employee only about $146,502 at 4% or $97,668 at 6%; with 50% employer match about $97,668 at 4% or $65,112 at 6%; with 100% employer match about $73,251 at 4% or $48,834 at 6%.
SOMERSET HOLDINGS GROUP, LLC 401(K) PLAN-13$651,494$76,181$5,860iApproximate average salary by contribution assumption: employee only about $146,502 at 4% or $97,668 at 6%; with 50% employer match about $97,668 at 4% or $65,112 at 6%; with 100% employer match about $73,251 at 4% or $48,834 at 6%.
2015112$554,267$77,838$6,487iApproximate average salary by contribution assumption: employee only about $162,163 at 4% or $108,108 at 6%; with 50% employer match about $108,108 at 4% or $72,072 at 6%; with 100% employer match about $81,081 at 4% or $54,054 at 6%.
SOMERSET HOLDINGS GROUP, LLC 401(K) PLAN-12$554,267$77,838$6,487iApproximate average salary by contribution assumption: employee only about $162,163 at 4% or $108,108 at 6%; with 50% employer match about $108,108 at 4% or $72,072 at 6%; with 100% employer match about $81,081 at 4% or $54,054 at 6%.
2014112$459,514$55,204$4,600iApproximate average salary by contribution assumption: employee only about $115,008 at 4% or $76,672 at 6%; with 50% employer match about $76,672 at 4% or $51,115 at 6%; with 100% employer match about $57,504 at 4% or $38,336 at 6%.
SOMERSET HOLDINGS GROUP, LLC 401(K) PLAN-12$459,514$55,204$4,600iApproximate average salary by contribution assumption: employee only about $115,008 at 4% or $76,672 at 6%; with 50% employer match about $76,672 at 4% or $51,115 at 6%; with 100% employer match about $57,504 at 4% or $38,336 at 6%.
2013110$384,423$105,467$10,547iApproximate average salary by contribution assumption: employee only about $263,668 at 4% or $175,778 at 6%; with 50% employer match about $175,778 at 4% or $117,186 at 6%; with 100% employer match about $131,834 at 4% or $87,889 at 6%.
SOMERSET HOLDINGS GROUP, LLC 401(K) PLAN-10$384,423$105,467$10,547iApproximate average salary by contribution assumption: employee only about $263,668 at 4% or $175,778 at 6%; with 50% employer match about $175,778 at 4% or $117,186 at 6%; with 100% employer match about $131,834 at 4% or $87,889 at 6%.
201218$367,433$114,767$14,346iApproximate average salary by contribution assumption: employee only about $358,647 at 4% or $239,098 at 6%; with 50% employer match about $239,098 at 4% or $159,399 at 6%; with 100% employer match about $179,323 at 4% or $119,549 at 6%.
HAMLIN FINANCIAL & INSURANCE SERVICES 401(K) RETIREMENT PLAN-8$367,433$114,767$14,346iApproximate average salary by contribution assumption: employee only about $358,647 at 4% or $239,098 at 6%; with 50% employer match about $239,098 at 4% or $159,399 at 6%; with 100% employer match about $179,323 at 4% or $119,549 at 6%.
201117$223,024$101,236$14,462iApproximate average salary by contribution assumption: employee only about $361,557 at 4% or $241,038 at 6%; with 50% employer match about $241,038 at 4% or $160,692 at 6%; with 100% employer match about $180,779 at 4% or $120,519 at 6%.
HAMLIN FINANCIAL & INSURANCE SERVICES 401(K) RETIREMENT PLAN-7$223,024$101,236$14,462iApproximate average salary by contribution assumption: employee only about $361,557 at 4% or $241,038 at 6%; with 50% employer match about $241,038 at 4% or $160,692 at 6%; with 100% employer match about $180,779 at 4% or $120,519 at 6%.
201017$127,535$43,385$6,198iApproximate average salary by contribution assumption: employee only about $154,946 at 4% or $103,298 at 6%; with 50% employer match about $103,298 at 4% or $68,865 at 6%; with 100% employer match about $77,473 at 4% or $51,649 at 6%.
HAMLIN FINANCIAL AND INSURANCE SERVICES 401K RETIREMENT PLAN-7$127,535$43,385$6,198iApproximate average salary by contribution assumption: employee only about $154,946 at 4% or $103,298 at 6%; with 50% employer match about $103,298 at 4% or $68,865 at 6%; with 100% employer match about $77,473 at 4% or $51,649 at 6%.
200916$74,192$36,278$6,046iApproximate average salary by contribution assumption: employee only about $151,158 at 4% or $100,772 at 6%; with 50% employer match about $100,772 at 4% or $67,181 at 6%; with 100% employer match about $75,579 at 4% or $50,386 at 6%.
HAMLIN FINANCIAL AND INSURANCE SERVICES 401K RETIREMENT PLAN-6$74,192$36,278$6,046iApproximate average salary by contribution assumption: employee only about $151,158 at 4% or $100,772 at 6%; with 50% employer match about $100,772 at 4% or $67,181 at 6%; with 100% employer match about $75,579 at 4% or $50,386 at 6%.
200812$25,823$30,564$15,282iApproximate average salary by contribution assumption: employee only about $382,050 at 4% or $254,700 at 6%; with 50% employer match about $254,700 at 4% or $169,800 at 6%; with 100% employer match about $191,025 at 4% or $127,350 at 6%.
HAMLIN FINANCIAL & INSURANCE SERVICES 401K RETIREMENT PLAN-2$25,823$30,564$15,282iApproximate average salary by contribution assumption: employee only about $382,050 at 4% or $254,700 at 6%; with 50% employer match about $254,700 at 4% or $169,800 at 6%; with 100% employer match about $191,025 at 4% or $127,350 at 6%.