Civic Intelligence

Bowling Portfolio Management LLC

Plan context: Bowling Portfolio Management LLC 401(K) Plan

EIN 20-1939890 • Cincinnati, OH • 16 filings • 3 plans

4030 Smith Road, Suite 140Cincinnati, OH 45209
Current Snapshot

Latest Year

2020

2020 Participants

8

2020 Assets

$4,385,698

2020 Contributions

$227,175

Historical Graphs

Total Assets Over Time

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

$4,385,698$2,192,849$0200520132019YearValue
$4,385,698Latest year 2019

Participants Over Time

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

1050200520122019YearValue
8Latest year 2019

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
202010$0$0-
Bowling Portfolio Management LLC 401(K) Plan-0$0--
201918$4,385,698$227,175$28,397iApproximate average salary by contribution assumption: employee only about $709,922 at 4% or $473,281 at 6%; with 50% employer match about $473,281 at 4% or $315,521 at 6%; with 100% employer match about $354,961 at 4% or $236,641 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$4,385,698$227,175$28,397iApproximate average salary by contribution assumption: employee only about $709,922 at 4% or $473,281 at 6%; with 50% employer match about $473,281 at 4% or $315,521 at 6%; with 100% employer match about $354,961 at 4% or $236,641 at 6%.
201818$3,277,477$202,948$25,369iApproximate average salary by contribution assumption: employee only about $634,213 at 4% or $422,808 at 6%; with 50% employer match about $422,808 at 4% or $281,872 at 6%; with 100% employer match about $317,106 at 4% or $211,404 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$3,277,477$202,948$25,369iApproximate average salary by contribution assumption: employee only about $634,213 at 4% or $422,808 at 6%; with 50% employer match about $422,808 at 4% or $281,872 at 6%; with 100% employer match about $317,106 at 4% or $211,404 at 6%.
201718$3,545,039$183,991$22,999iApproximate average salary by contribution assumption: employee only about $574,972 at 4% or $383,315 at 6%; with 50% employer match about $383,315 at 4% or $255,543 at 6%; with 100% employer match about $287,486 at 4% or $191,657 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$3,545,039$183,991$22,999iApproximate average salary by contribution assumption: employee only about $574,972 at 4% or $383,315 at 6%; with 50% employer match about $383,315 at 4% or $255,543 at 6%; with 100% employer match about $287,486 at 4% or $191,657 at 6%.
201618$2,827,776$176,325$22,041iApproximate average salary by contribution assumption: employee only about $551,016 at 4% or $367,344 at 6%; with 50% employer match about $367,344 at 4% or $244,896 at 6%; with 100% employer match about $275,508 at 4% or $183,672 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$2,827,776$176,325$22,041iApproximate average salary by contribution assumption: employee only about $551,016 at 4% or $367,344 at 6%; with 50% employer match about $367,344 at 4% or $244,896 at 6%; with 100% employer match about $275,508 at 4% or $183,672 at 6%.
201518$2,382,038$202,758$25,345iApproximate average salary by contribution assumption: employee only about $633,619 at 4% or $422,413 at 6%; with 50% employer match about $422,413 at 4% or $281,608 at 6%; with 100% employer match about $316,809 at 4% or $211,206 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$2,382,038$202,758$25,345iApproximate average salary by contribution assumption: employee only about $633,619 at 4% or $422,413 at 6%; with 50% employer match about $422,413 at 4% or $281,608 at 6%; with 100% employer match about $316,809 at 4% or $211,206 at 6%.
201418$2,147,159$163,683$20,460iApproximate average salary by contribution assumption: employee only about $511,509 at 4% or $341,006 at 6%; with 50% employer match about $341,006 at 4% or $227,338 at 6%; with 100% employer match about $255,755 at 4% or $170,503 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$2,147,159$163,683$20,460iApproximate average salary by contribution assumption: employee only about $511,509 at 4% or $341,006 at 6%; with 50% employer match about $341,006 at 4% or $227,338 at 6%; with 100% employer match about $255,755 at 4% or $170,503 at 6%.
201318$1,724,489$155,173$19,397iApproximate average salary by contribution assumption: employee only about $484,916 at 4% or $323,277 at 6%; with 50% employer match about $323,277 at 4% or $215,518 at 6%; with 100% employer match about $242,458 at 4% or $161,639 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-8$1,724,489$155,173$19,397iApproximate average salary by contribution assumption: employee only about $484,916 at 4% or $323,277 at 6%; with 50% employer match about $323,277 at 4% or $215,518 at 6%; with 100% employer match about $242,458 at 4% or $161,639 at 6%.
201219$1,140,447$148,315$16,479iApproximate average salary by contribution assumption: employee only about $411,986 at 4% or $274,657 at 6%; with 50% employer match about $274,657 at 4% or $183,105 at 6%; with 100% employer match about $205,993 at 4% or $137,329 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-9$1,140,447$148,315$16,479iApproximate average salary by contribution assumption: employee only about $411,986 at 4% or $274,657 at 6%; with 50% employer match about $274,657 at 4% or $183,105 at 6%; with 100% employer match about $205,993 at 4% or $137,329 at 6%.
201119$868,805$163,704$18,189iApproximate average salary by contribution assumption: employee only about $454,733 at 4% or $303,156 at 6%; with 50% employer match about $303,156 at 4% or $202,104 at 6%; with 100% employer match about $227,367 at 4% or $151,578 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-9$868,805$163,704$18,189iApproximate average salary by contribution assumption: employee only about $454,733 at 4% or $303,156 at 6%; with 50% employer match about $303,156 at 4% or $202,104 at 6%; with 100% employer match about $227,367 at 4% or $151,578 at 6%.
2010110$730,099$172,627$17,263iApproximate average salary by contribution assumption: employee only about $431,568 at 4% or $287,712 at 6%; with 50% employer match about $287,712 at 4% or $191,808 at 6%; with 100% employer match about $215,784 at 4% or $143,856 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-10$730,099$172,627$17,263iApproximate average salary by contribution assumption: employee only about $431,568 at 4% or $287,712 at 6%; with 50% employer match about $287,712 at 4% or $191,808 at 6%; with 100% employer match about $215,784 at 4% or $143,856 at 6%.
2009110$568,606$153,809$15,381iApproximate average salary by contribution assumption: employee only about $384,523 at 4% or $256,348 at 6%; with 50% employer match about $256,348 at 4% or $170,899 at 6%; with 100% employer match about $192,261 at 4% or $128,174 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-10$568,606$153,809$15,381iApproximate average salary by contribution assumption: employee only about $384,523 at 4% or $256,348 at 6%; with 50% employer match about $256,348 at 4% or $170,899 at 6%; with 100% employer match about $192,261 at 4% or $128,174 at 6%.
200818$0$0-
Bowling Portfolio Management LLC 401(K) Plan-8---
200719$629,819$162,713$18,079iApproximate average salary by contribution assumption: employee only about $451,981 at 4% or $301,320 at 6%; with 50% employer match about $301,320 at 4% or $200,880 at 6%; with 100% employer match about $225,990 at 4% or $150,660 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-9$629,819$162,713$18,079iApproximate average salary by contribution assumption: employee only about $451,981 at 4% or $301,320 at 6%; with 50% employer match about $301,320 at 4% or $200,880 at 6%; with 100% employer match about $225,990 at 4% or $150,660 at 6%.
2006110$438,467$79,613$7,961iApproximate average salary by contribution assumption: employee only about $199,033 at 4% or $132,688 at 6%; with 50% employer match about $132,688 at 4% or $88,459 at 6%; with 100% employer match about $99,516 at 4% or $66,344 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-10$438,467$79,613$7,961iApproximate average salary by contribution assumption: employee only about $199,033 at 4% or $132,688 at 6%; with 50% employer match about $132,688 at 4% or $88,459 at 6%; with 100% employer match about $99,516 at 4% or $66,344 at 6%.
2005110$308,604$81,549$8,155iApproximate average salary by contribution assumption: employee only about $203,873 at 4% or $135,915 at 6%; with 50% employer match about $135,915 at 4% or $90,610 at 6%; with 100% employer match about $101,936 at 4% or $67,958 at 6%.
Bowling Portfolio Management LLC 401(K) Plan-10$308,604$81,549$8,155iApproximate average salary by contribution assumption: employee only about $203,873 at 4% or $135,915 at 6%; with 50% employer match about $135,915 at 4% or $90,610 at 6%; with 100% employer match about $101,936 at 4% or $67,958 at 6%.