OpenERISA

Somerset Wealth Strategies

Portland, OR, 97239

EIN 94-3409491
Plans
3
Total participants
77
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Somerset Holdings Group LLC 401(K) Plan7
2024Form 5500-SF002Somerset Holdings Group, LLC Defined Benefit Plan5
2024Form 5500003Somerset Holdings Group, LLC Cash Balance Plan7
2023Form 5500-SF001Somerset Holdings Group LLC 401(K) Plan7
2023Form 5500-SF002Somerset Holdings Group, LLC Defined Benefit Plan4
2023Form 5500003Somerset Holdings Group, LLC Cash Balance Plan5
2022Form 5500-SF001Somerset Holdings Group LLC 401(K) Plan4
2022Form 5500-SF002Somerset Holdings Group, LLC Defined Benefit Plan4
2022Form 5500-SF003Somerset Holdings Group, LLC Cash Balance Plan4
2021Form 5500-SF001Somerset Holdings Group LLC 401(K) Plan5
2021Form 5500-SF002Somerset Holdings Group, LLC Defined Benefit Plan5
2021Form 5500-SF003Somerset Holdings Group, LLC Cash Balance Plan5
2020Form 5500-SF001Somerset Holdings Group LLC 401(K) Plan5
2020Form 5500-SF002Somerset Holdings Group, LLC Defined Benefit Plan5
2020Form 5500-SF003Somerset Holdings Group, LLC Cash Balance Plan5

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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