Civic Intelligence

Filbo Inc.

Plan context: Phil Bortman & Associates Profit Sharing Plan

EIN 11-3645906 • Southfield, MI • 11 filings • 3 plans

29777 Telegraph RoadSuite 1637Southfield, MI 48034
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$380,778

2020 Contributions

$63,500

Historical Graphs

Total Assets Over Time

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

$380,778$190,389$0201120162020YearValue
$380,778Latest year 2020

Participants Over Time

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

420201120162020YearValue
1Latest year 2020

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
202011$380,778$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
Phil Bortman & Associates Profit Sharing Plan-1$380,778$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
201912$342,424$55,692$27,846iApproximate average salary by contribution assumption: employee only about $696,150 at 4% or $464,100 at 6%; with 50% employer match about $464,100 at 4% or $309,400 at 6%; with 100% employer match about $348,075 at 4% or $232,050 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$342,424$55,692$27,846iApproximate average salary by contribution assumption: employee only about $696,150 at 4% or $464,100 at 6%; with 50% employer match about $464,100 at 4% or $309,400 at 6%; with 100% employer match about $348,075 at 4% or $232,050 at 6%.
201812$288,220$58,150$29,075iApproximate average salary by contribution assumption: employee only about $726,875 at 4% or $484,583 at 6%; with 50% employer match about $484,583 at 4% or $323,056 at 6%; with 100% employer match about $363,438 at 4% or $242,292 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$288,220$58,150$29,075iApproximate average salary by contribution assumption: employee only about $726,875 at 4% or $484,583 at 6%; with 50% employer match about $484,583 at 4% or $323,056 at 6%; with 100% employer match about $363,438 at 4% or $242,292 at 6%.
201712$240,665$57,500$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$240,665$57,500$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
201612$167,273$59,884$29,942iApproximate average salary by contribution assumption: employee only about $748,550 at 4% or $499,033 at 6%; with 50% employer match about $499,033 at 4% or $332,689 at 6%; with 100% employer match about $374,275 at 4% or $249,517 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$167,273$59,884$29,942iApproximate average salary by contribution assumption: employee only about $748,550 at 4% or $499,033 at 6%; with 50% employer match about $499,033 at 4% or $332,689 at 6%; with 100% employer match about $374,275 at 4% or $249,517 at 6%.
201512$100,557$58,848$29,424iApproximate average salary by contribution assumption: employee only about $735,600 at 4% or $490,400 at 6%; with 50% employer match about $490,400 at 4% or $326,933 at 6%; with 100% employer match about $367,800 at 4% or $245,200 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$100,557$58,848$29,424iApproximate average salary by contribution assumption: employee only about $735,600 at 4% or $490,400 at 6%; with 50% employer match about $490,400 at 4% or $326,933 at 6%; with 100% employer match about $367,800 at 4% or $245,200 at 6%.
201412$44,172$43,902$21,951iApproximate average salary by contribution assumption: employee only about $548,775 at 4% or $365,850 at 6%; with 50% employer match about $365,850 at 4% or $243,900 at 6%; with 100% employer match about $274,388 at 4% or $182,925 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$44,172$43,902$21,951iApproximate average salary by contribution assumption: employee only about $548,775 at 4% or $365,850 at 6%; with 50% employer match about $365,850 at 4% or $243,900 at 6%; with 100% employer match about $274,388 at 4% or $182,925 at 6%.
201314$168,149$41,025$10,256iApproximate average salary by contribution assumption: employee only about $256,406 at 4% or $170,938 at 6%; with 50% employer match about $170,938 at 4% or $113,958 at 6%; with 100% employer match about $128,203 at 4% or $85,469 at 6%.
Phil Bortman & Associates Profit Sharing Plan-4$168,149$41,025$10,256iApproximate average salary by contribution assumption: employee only about $256,406 at 4% or $170,938 at 6%; with 50% employer match about $170,938 at 4% or $113,958 at 6%; with 100% employer match about $128,203 at 4% or $85,469 at 6%.
201214$119,595$36,551$9,138iApproximate average salary by contribution assumption: employee only about $228,444 at 4% or $152,296 at 6%; with 50% employer match about $152,296 at 4% or $101,531 at 6%; with 100% employer match about $114,222 at 4% or $76,148 at 6%.
Phil Bortman & Associates Profit Sharing Plan-4$119,595$36,551$9,138iApproximate average salary by contribution assumption: employee only about $228,444 at 4% or $152,296 at 6%; with 50% employer match about $152,296 at 4% or $101,531 at 6%; with 100% employer match about $114,222 at 4% or $76,148 at 6%.
201122$165,500$165,500$82,750iApproximate average salary by contribution assumption: employee only about $2,068,750 at 4% or $1,379,167 at 6%; with 50% employer match about $1,379,167 at 4% or $919,444 at 6%; with 100% employer match about $1,034,375 at 4% or $689,583 at 6%.
FILBO, INC. 401(K) PLAN-2$82,750$82,750$41,375iApproximate average salary by contribution assumption: employee only about $1,034,375 at 4% or $689,583 at 6%; with 50% employer match about $689,583 at 4% or $459,722 at 6%; with 100% employer match about $517,188 at 4% or $344,792 at 6%.
Phil Bortman & Associates Profit Sharing Plan-2$82,750$82,750$41,375iApproximate average salary by contribution assumption: employee only about $1,034,375 at 4% or $689,583 at 6%; with 50% employer match about $689,583 at 4% or $459,722 at 6%; with 100% employer match about $517,188 at 4% or $344,792 at 6%.