Filipovitch & Co.
Plan context: Filipovitch & Co. Profit Sharing Plan
EIN 37-1747749 • Carlsbad, CA • 11 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$2,443,900
2024 Contributions
$128,781
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $2,443,900 | $128,781 | $21,464iApproximate average salary by contribution assumption: employee only about $536,588 at 4% or $357,725 at 6%; with 50% employer match about $357,725 at 4% or $238,483 at 6%; with 100% employer match about $268,294 at 4% or $178,863 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $2,443,900 | $128,781 | $21,464iApproximate average salary by contribution assumption: employee only about $536,588 at 4% or $357,725 at 6%; with 50% employer match about $357,725 at 4% or $238,483 at 6%; with 100% employer match about $268,294 at 4% or $178,863 at 6%. |
| 2023 | 1 | 6 | $1,853,181 | $113,645 | $18,941iApproximate average salary by contribution assumption: employee only about $473,521 at 4% or $315,681 at 6%; with 50% employer match about $315,681 at 4% or $210,454 at 6%; with 100% employer match about $236,760 at 4% or $157,840 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $1,853,181 | $113,645 | $18,941iApproximate average salary by contribution assumption: employee only about $473,521 at 4% or $315,681 at 6%; with 50% employer match about $315,681 at 4% or $210,454 at 6%; with 100% employer match about $236,760 at 4% or $157,840 at 6%. |
| 2022 | 1 | 6 | $1,318,120 | $108,775 | $18,129iApproximate average salary by contribution assumption: employee only about $453,229 at 4% or $302,153 at 6%; with 50% employer match about $302,153 at 4% or $201,435 at 6%; with 100% employer match about $226,615 at 4% or $151,076 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $1,318,120 | $108,775 | $18,129iApproximate average salary by contribution assumption: employee only about $453,229 at 4% or $302,153 at 6%; with 50% employer match about $302,153 at 4% or $201,435 at 6%; with 100% employer match about $226,615 at 4% or $151,076 at 6%. |
| 2021 | 1 | 6 | $1,737,872 | $99,605 | $16,601iApproximate average salary by contribution assumption: employee only about $415,021 at 4% or $276,681 at 6%; with 50% employer match about $276,681 at 4% or $184,454 at 6%; with 100% employer match about $207,510 at 4% or $138,340 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $1,737,872 | $99,605 | $16,601iApproximate average salary by contribution assumption: employee only about $415,021 at 4% or $276,681 at 6%; with 50% employer match about $276,681 at 4% or $184,454 at 6%; with 100% employer match about $207,510 at 4% or $138,340 at 6%. |
| 2020 | 1 | 6 | $1,434,820 | $95,425 | $15,904iApproximate average salary by contribution assumption: employee only about $397,604 at 4% or $265,069 at 6%; with 50% employer match about $265,069 at 4% or $176,713 at 6%; with 100% employer match about $198,802 at 4% or $132,535 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $1,434,820 | $95,425 | $15,904iApproximate average salary by contribution assumption: employee only about $397,604 at 4% or $265,069 at 6%; with 50% employer match about $265,069 at 4% or $176,713 at 6%; with 100% employer match about $198,802 at 4% or $132,535 at 6%. |
| 2019 | 1 | 10 | $3,770,297 | $149,520 | $14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 10 | $3,770,297 | $149,520 | $14,952iApproximate average salary by contribution assumption: employee only about $373,800 at 4% or $249,200 at 6%; with 50% employer match about $249,200 at 4% or $166,133 at 6%; with 100% employer match about $186,900 at 4% or $124,600 at 6%. |
| 2018 | 1 | 9 | $2,787,048 | $152,975 | $16,997iApproximate average salary by contribution assumption: employee only about $424,931 at 4% or $283,287 at 6%; with 50% employer match about $283,287 at 4% or $188,858 at 6%; with 100% employer match about $212,465 at 4% or $141,644 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 9 | $2,787,048 | $152,975 | $16,997iApproximate average salary by contribution assumption: employee only about $424,931 at 4% or $283,287 at 6%; with 50% employer match about $283,287 at 4% or $188,858 at 6%; with 100% employer match about $212,465 at 4% or $141,644 at 6%. |
| 2017 | 1 | 7 | $2,738,999 | $102,061 | $14,580iApproximate average salary by contribution assumption: employee only about $364,504 at 4% or $243,002 at 6%; with 50% employer match about $243,002 at 4% or $162,002 at 6%; with 100% employer match about $182,252 at 4% or $121,501 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 7 | $2,738,999 | $102,061 | $14,580iApproximate average salary by contribution assumption: employee only about $364,504 at 4% or $243,002 at 6%; with 50% employer match about $243,002 at 4% or $162,002 at 6%; with 100% employer match about $182,252 at 4% or $121,501 at 6%. |
| 2016 | 1 | 6 | $2,248,145 | $82,792 | $13,799iApproximate average salary by contribution assumption: employee only about $344,967 at 4% or $229,978 at 6%; with 50% employer match about $229,978 at 4% or $153,319 at 6%; with 100% employer match about $172,483 at 4% or $114,989 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $2,248,145 | $82,792 | $13,799iApproximate average salary by contribution assumption: employee only about $344,967 at 4% or $229,978 at 6%; with 50% employer match about $229,978 at 4% or $153,319 at 6%; with 100% employer match about $172,483 at 4% or $114,989 at 6%. |
| 2015 | 1 | 6 | $2,020,489 | $80,950 | $13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,861 at 6%; with 50% employer match about $224,861 at 4% or $149,907 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $2,020,489 | $80,950 | $13,492iApproximate average salary by contribution assumption: employee only about $337,292 at 4% or $224,861 at 6%; with 50% employer match about $224,861 at 4% or $149,907 at 6%; with 100% employer match about $168,646 at 4% or $112,431 at 6%. |
| 2014 | 1 | 6 | $1,998,027 | $78,475 | $13,079iApproximate average salary by contribution assumption: employee only about $326,979 at 4% or $217,986 at 6%; with 50% employer match about $217,986 at 4% or $145,324 at 6%; with 100% employer match about $163,490 at 4% or $108,993 at 6%. |
| Filipovitch & Co. Profit Sharing Plan | - | 6 | $1,998,027 | $78,475 | $13,079iApproximate average salary by contribution assumption: employee only about $326,979 at 4% or $217,986 at 6%; with 50% employer match about $217,986 at 4% or $145,324 at 6%; with 100% employer match about $163,490 at 4% or $108,993 at 6%. |