Civic Intelligence

A. B. Bilzerian Inc.

Plan context: A. B. Bilzerian 401(K) Profit Sharing Plan

EIN 04-2606627 • Boston, MA • 22 filings • 4 plans

34 Newbury StreetBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,312,851

2024 Contributions

$66,983

Historical Graphs

Total Assets Over Time

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

$1,869,759$934,880$0200520152024YearValue
$1,312,851Latest year 2024

Participants Over Time

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

23120200020142024YearValue
21Latest 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
2024121$1,312,851$66,983$3,190iApproximate average salary by contribution assumption: employee only about $79,742 at 4% or $53,161 at 6%; with 50% employer match about $53,161 at 4% or $35,441 at 6%; with 100% employer match about $39,871 at 4% or $26,581 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-21$1,312,851$66,983$3,190iApproximate average salary by contribution assumption: employee only about $79,742 at 4% or $53,161 at 6%; with 50% employer match about $53,161 at 4% or $35,441 at 6%; with 100% employer match about $39,871 at 4% or $26,581 at 6%.
2023123$1,795,920$64,905$2,822iApproximate average salary by contribution assumption: employee only about $70,549 at 4% or $47,033 at 6%; with 50% employer match about $47,033 at 4% or $31,355 at 6%; with 100% employer match about $35,274 at 4% or $23,516 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-23$1,795,920$64,905$2,822iApproximate average salary by contribution assumption: employee only about $70,549 at 4% or $47,033 at 6%; with 50% employer match about $47,033 at 4% or $31,355 at 6%; with 100% employer match about $35,274 at 4% or $23,516 at 6%.
2022122$1,637,573$72,112$3,278iApproximate average salary by contribution assumption: employee only about $81,945 at 4% or $54,630 at 6%; with 50% employer match about $54,630 at 4% or $36,420 at 6%; with 100% employer match about $40,973 at 4% or $27,315 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-22$1,637,573$72,112$3,278iApproximate average salary by contribution assumption: employee only about $81,945 at 4% or $54,630 at 6%; with 50% employer match about $54,630 at 4% or $36,420 at 6%; with 100% employer match about $40,973 at 4% or $27,315 at 6%.
2021121$1,869,759$76,215$3,629iApproximate average salary by contribution assumption: employee only about $90,732 at 4% or $60,488 at 6%; with 50% employer match about $60,488 at 4% or $40,325 at 6%; with 100% employer match about $45,366 at 4% or $30,244 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-21$1,869,759$76,215$3,629iApproximate average salary by contribution assumption: employee only about $90,732 at 4% or $60,488 at 6%; with 50% employer match about $60,488 at 4% or $40,325 at 6%; with 100% employer match about $45,366 at 4% or $30,244 at 6%.
2020119$1,811,704$58,454$3,077iApproximate average salary by contribution assumption: employee only about $76,913 at 4% or $51,275 at 6%; with 50% employer match about $51,275 at 4% or $34,184 at 6%; with 100% employer match about $38,457 at 4% or $25,638 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-19$1,811,704$58,454$3,077iApproximate average salary by contribution assumption: employee only about $76,913 at 4% or $51,275 at 6%; with 50% employer match about $51,275 at 4% or $34,184 at 6%; with 100% employer match about $38,457 at 4% or $25,638 at 6%.
2019119$1,647,847$77,798$4,095iApproximate average salary by contribution assumption: employee only about $102,366 at 4% or $68,244 at 6%; with 50% employer match about $68,244 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-19$1,647,847$77,798$4,095iApproximate average salary by contribution assumption: employee only about $102,366 at 4% or $68,244 at 6%; with 50% employer match about $68,244 at 4% or $45,496 at 6%; with 100% employer match about $51,183 at 4% or $34,122 at 6%.
2018117$1,377,633$81,954$4,821iApproximate average salary by contribution assumption: employee only about $120,521 at 4% or $80,347 at 6%; with 50% employer match about $80,347 at 4% or $53,565 at 6%; with 100% employer match about $60,260 at 4% or $40,174 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-17$1,377,633$81,954$4,821iApproximate average salary by contribution assumption: employee only about $120,521 at 4% or $80,347 at 6%; with 50% employer match about $80,347 at 4% or $53,565 at 6%; with 100% employer match about $60,260 at 4% or $40,174 at 6%.
2017117$1,409,672$91,507$5,383iApproximate average salary by contribution assumption: employee only about $134,569 at 4% or $89,713 at 6%; with 50% employer match about $89,713 at 4% or $59,808 at 6%; with 100% employer match about $67,285 at 4% or $44,856 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-17$1,409,672$91,507$5,383iApproximate average salary by contribution assumption: employee only about $134,569 at 4% or $89,713 at 6%; with 50% employer match about $89,713 at 4% or $59,808 at 6%; with 100% employer match about $67,285 at 4% or $44,856 at 6%.
2016117$1,201,302$82,497$4,853iApproximate average salary by contribution assumption: employee only about $121,319 at 4% or $80,879 at 6%; with 50% employer match about $80,879 at 4% or $53,920 at 6%; with 100% employer match about $60,660 at 4% or $40,440 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-17$1,201,302$82,497$4,853iApproximate average salary by contribution assumption: employee only about $121,319 at 4% or $80,879 at 6%; with 50% employer match about $80,879 at 4% or $53,920 at 6%; with 100% employer match about $60,660 at 4% or $40,440 at 6%.
2015116$1,172,621$80,171$5,011iApproximate average salary by contribution assumption: employee only about $125,267 at 4% or $83,511 at 6%; with 50% employer match about $83,511 at 4% or $55,674 at 6%; with 100% employer match about $62,634 at 4% or $41,756 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-16$1,172,621$80,171$5,011iApproximate average salary by contribution assumption: employee only about $125,267 at 4% or $83,511 at 6%; with 50% employer match about $83,511 at 4% or $55,674 at 6%; with 100% employer match about $62,634 at 4% or $41,756 at 6%.
2014115$1,124,852$81,318$5,421iApproximate average salary by contribution assumption: employee only about $135,530 at 4% or $90,353 at 6%; with 50% employer match about $90,353 at 4% or $60,236 at 6%; with 100% employer match about $67,765 at 4% or $45,177 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-15$1,124,852$81,318$5,421iApproximate average salary by contribution assumption: employee only about $135,530 at 4% or $90,353 at 6%; with 50% employer match about $90,353 at 4% or $60,236 at 6%; with 100% employer match about $67,765 at 4% or $45,177 at 6%.
2013115$1,016,368$73,562$4,904iApproximate average salary by contribution assumption: employee only about $122,603 at 4% or $81,736 at 6%; with 50% employer match about $81,736 at 4% or $54,490 at 6%; with 100% employer match about $61,302 at 4% or $40,868 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-15$1,016,368$73,562$4,904iApproximate average salary by contribution assumption: employee only about $122,603 at 4% or $81,736 at 6%; with 50% employer match about $81,736 at 4% or $54,490 at 6%; with 100% employer match about $61,302 at 4% or $40,868 at 6%.
2012118$846,317$72,232$4,013iApproximate average salary by contribution assumption: employee only about $100,322 at 4% or $66,881 at 6%; with 50% employer match about $66,881 at 4% or $44,588 at 6%; with 100% employer match about $50,161 at 4% or $33,441 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-18$846,317$72,232$4,013iApproximate average salary by contribution assumption: employee only about $100,322 at 4% or $66,881 at 6%; with 50% employer match about $66,881 at 4% or $44,588 at 6%; with 100% employer match about $50,161 at 4% or $33,441 at 6%.
2011115$695,795$68,147$4,543iApproximate average salary by contribution assumption: employee only about $113,578 at 4% or $75,719 at 6%; with 50% employer match about $75,719 at 4% or $50,479 at 6%; with 100% employer match about $56,789 at 4% or $37,859 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-15$695,795$68,147$4,543iApproximate average salary by contribution assumption: employee only about $113,578 at 4% or $75,719 at 6%; with 50% employer match about $75,719 at 4% or $50,479 at 6%; with 100% employer match about $56,789 at 4% or $37,859 at 6%.
2010118$638,446$70,318$3,907iApproximate average salary by contribution assumption: employee only about $97,664 at 4% or $65,109 at 6%; with 50% employer match about $65,109 at 4% or $43,406 at 6%; with 100% employer match about $48,832 at 4% or $32,555 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-18$638,446$70,318$3,907iApproximate average salary by contribution assumption: employee only about $97,664 at 4% or $65,109 at 6%; with 50% employer match about $65,109 at 4% or $43,406 at 6%; with 100% employer match about $48,832 at 4% or $32,555 at 6%.
2009118$509,689$78,704$4,372iApproximate average salary by contribution assumption: employee only about $109,311 at 4% or $72,874 at 6%; with 50% employer match about $72,874 at 4% or $48,583 at 6%; with 100% employer match about $54,656 at 4% or $36,437 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-18$509,689$78,704$4,372iApproximate average salary by contribution assumption: employee only about $109,311 at 4% or $72,874 at 6%; with 50% employer match about $72,874 at 4% or $48,583 at 6%; with 100% employer match about $54,656 at 4% or $36,437 at 6%.
2008113$340,654$88,328$6,794iApproximate average salary by contribution assumption: employee only about $169,862 at 4% or $113,241 at 6%; with 50% employer match about $113,241 at 4% or $75,494 at 6%; with 100% employer match about $84,931 at 4% or $56,621 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-13$340,654$88,328$6,794iApproximate average salary by contribution assumption: employee only about $169,862 at 4% or $113,241 at 6%; with 50% employer match about $113,241 at 4% or $75,494 at 6%; with 100% employer match about $84,931 at 4% or $56,621 at 6%.
2007116$0$0-
A. B. Bilzerian 401(K) Profit Sharing Plan-16---
2006111$197,903$126,259$11,478iApproximate average salary by contribution assumption: employee only about $286,952 at 4% or $191,302 at 6%; with 50% employer match about $191,302 at 4% or $127,534 at 6%; with 100% employer match about $143,476 at 4% or $95,651 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-11$197,903$126,259$11,478iApproximate average salary by contribution assumption: employee only about $286,952 at 4% or $191,302 at 6%; with 50% employer match about $191,302 at 4% or $127,534 at 6%; with 100% employer match about $143,476 at 4% or $95,651 at 6%.
2005110$67,756$66,860$6,686iApproximate average salary by contribution assumption: employee only about $167,150 at 4% or $111,433 at 6%; with 50% employer match about $111,433 at 4% or $74,289 at 6%; with 100% employer match about $83,575 at 4% or $55,717 at 6%.
A. B. Bilzerian 401(K) Profit Sharing Plan-10$67,756$66,860$6,686iApproximate average salary by contribution assumption: employee only about $167,150 at 4% or $111,433 at 6%; with 50% employer match about $111,433 at 4% or $74,289 at 6%; with 100% employer match about $83,575 at 4% or $55,717 at 6%.
200110$0$0-
A.B. BILZERIAN, INC. & AFFILIATES PROFIT SHARING PLAN-0---
200016$0$0-
A.B. BILZERIAN, INC. & AFFILIATES PROFIT SHARING PLAN-6---