Sommer and Bear
Plan context: Sommer and Bear 401(K) Profit Sharing Plan
EIN 95-3095489 • Encino, CA • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$124,069
2024 Contributions
$3,891
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 3 | $124,069 | $3,891 | $1,297iApproximate average salary by contribution assumption: employee only about $32,425 at 4% or $21,617 at 6%; with 50% employer match about $21,617 at 4% or $14,411 at 6%; with 100% employer match about $16,213 at 4% or $10,808 at 6%. |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | $124,069 | $3,891 | $1,297iApproximate average salary by contribution assumption: employee only about $32,425 at 4% or $21,617 at 6%; with 50% employer match about $21,617 at 4% or $14,411 at 6%; with 100% employer match about $16,213 at 4% or $10,808 at 6%. |
| 2022 | 1 | 3 | $126,559 | $6,261 | $2,087iApproximate average salary by contribution assumption: employee only about $52,175 at 4% or $34,783 at 6%; with 50% employer match about $34,783 at 4% or $23,189 at 6%; with 100% employer match about $26,088 at 4% or $17,392 at 6%. |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | $126,559 | $6,261 | $2,087iApproximate average salary by contribution assumption: employee only about $52,175 at 4% or $34,783 at 6%; with 50% employer match about $34,783 at 4% or $23,189 at 6%; with 100% employer match about $26,088 at 4% or $17,392 at 6%. |
| 2021 | 1 | 3 | $120,174 | $120,174 | $40,058iApproximate average salary by contribution assumption: employee only about $1,001,450 at 4% or $667,633 at 6%; with 50% employer match about $667,633 at 4% or $445,089 at 6%; with 100% employer match about $500,725 at 4% or $333,817 at 6%. |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | $120,174 | $120,174 | $40,058iApproximate average salary by contribution assumption: employee only about $1,001,450 at 4% or $667,633 at 6%; with 50% employer match about $667,633 at 4% or $445,089 at 6%; with 100% employer match about $500,725 at 4% or $333,817 at 6%. |
| 2013 | 1 | 0 | $0 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2012 | 1 | 2 | $340,277 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 2 | $340,277 | - | - |
| 2011 | 1 | 2 | $303,663 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 2 | $303,663 | - | - |
| 2010 | 1 | 2 | $324,921 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 2 | $324,921 | - | - |
| 2009 | 1 | 2 | $286,856 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 2 | $286,856 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $318,984 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | $318,984 | - | - |
| 2005 | 1 | 3 | $288,037 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | $288,037 | - | - |
| 2004 | 1 | 3 | $271,170 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | $271,170 | - | - |
| 2003 | 1 | 4 | $245,815 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 4 | $245,815 | - | - |
| 2002 | 2 | 4 | $0 | $0 | - |
| Sommer & Bear Money Purchase Pension Plan | - | 0 | - | - | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| Sommer & Bear Money Purchase Pension Plan | - | 4 | - | - | - |
| 2000 | 2 | 3 | $140,221 | $0 | - |
| Sommer & Bear Money Purchase Pension Plan | - | 3 | $140,221 | - | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 1999 | 2 | 4 | $307,397 | $0 | - |
| Sommer & Bear Money Purchase Pension Plan | - | 4 | $156,971 | - | - |
| Sommer and Bear 401(K) Profit Sharing Plan | - | 4 | $150,426 | - | - |