BRIAN PHIL SOMMER
Plan context: BRIAN P. SOMMER CASH BALANCE PLAN
EIN 30-0010063 • Okemos, MI • 6 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$961,629
2021 Contributions
$110,000
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| BRIAN P. SOMMER CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2020 | 1 | 3 | $961,629 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| BRIAN P. SOMMER CASH BALANCE PLAN | - | 3 | $961,629 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| 2019 | 1 | 3 | $770,727 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| BRIAN P. SOMMER CASH BALANCE PLAN | - | 3 | $770,727 | $110,000 | $36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%. |
| 2018 | 1 | 3 | $611,929 | $236,149 | $78,716iApproximate average salary by contribution assumption: employee only about $1,967,908 at 4% or $1,311,939 at 6%; with 50% employer match about $1,311,939 at 4% or $874,626 at 6%; with 100% employer match about $983,954 at 4% or $655,969 at 6%. |
| BRIAN P. SOMMER CASH BALANCE PLAN | - | 3 | $611,929 | $236,149 | $78,716iApproximate average salary by contribution assumption: employee only about $1,967,908 at 4% or $1,311,939 at 6%; with 50% employer match about $1,311,939 at 4% or $874,626 at 6%; with 100% employer match about $983,954 at 4% or $655,969 at 6%. |
| 2017 | 1 | 3 | $406,693 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| BRIAN P. SOMMER CASH BALANCE PLAN | - | 3 | $406,693 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2016 | 1 | 2 | $202,176 | $202,176 | $101,088iApproximate average salary by contribution assumption: employee only about $2,527,200 at 4% or $1,684,800 at 6%; with 50% employer match about $1,684,800 at 4% or $1,123,200 at 6%; with 100% employer match about $1,263,600 at 4% or $842,400 at 6%. |
| BRIAN P. SOMMER CASH BALANCE PLAN | - | 2 | $202,176 | $202,176 | $101,088iApproximate average salary by contribution assumption: employee only about $2,527,200 at 4% or $1,684,800 at 6%; with 50% employer match about $1,684,800 at 4% or $1,123,200 at 6%; with 100% employer match about $1,263,600 at 4% or $842,400 at 6%. |