Civic Intelligence

Brian P. Sommer

Plan context: Brian P. Sommer 401(K) Profit Sharing Plan

EIN 38-2337657 • Okemos, MI • 29 filings • 3 plans

2182 Commons ParkwayOkemos, MI 48864
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$2,807,531

2022 Contributions

$42,400

Historical Graphs

Total Assets Over Time

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

$2,807,531$1,403,766$0200420132021YearValue
$2,807,531Latest year 2021

Participants Over Time

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

630200420132021YearValue
3Latest year 2021

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
202210$0$42,400-
Brian P. Sommer 401(K) Profit Sharing Plan-0$0$42,400-
202113$2,807,531$37,616$12,539iApproximate average salary by contribution assumption: employee only about $313,467 at 4% or $208,978 at 6%; with 50% employer match about $208,978 at 4% or $139,319 at 6%; with 100% employer match about $156,733 at 4% or $104,489 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-3$2,807,531$37,616$12,539iApproximate average salary by contribution assumption: employee only about $313,467 at 4% or $208,978 at 6%; with 50% employer match about $208,978 at 4% or $139,319 at 6%; with 100% employer match about $156,733 at 4% or $104,489 at 6%.
202013$2,283,517$139,372$46,457iApproximate average salary by contribution assumption: employee only about $1,161,433 at 4% or $774,289 at 6%; with 50% employer match about $774,289 at 4% or $516,193 at 6%; with 100% employer match about $580,717 at 4% or $387,144 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-3$2,283,517$139,372$46,457iApproximate average salary by contribution assumption: employee only about $1,161,433 at 4% or $774,289 at 6%; with 50% employer match about $774,289 at 4% or $516,193 at 6%; with 100% employer match about $580,717 at 4% or $387,144 at 6%.
201913$1,739,545$81,651$27,217iApproximate average salary by contribution assumption: employee only about $680,425 at 4% or $453,617 at 6%; with 50% employer match about $453,617 at 4% or $302,411 at 6%; with 100% employer match about $340,213 at 4% or $226,808 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-3$1,739,545$81,651$27,217iApproximate average salary by contribution assumption: employee only about $680,425 at 4% or $453,617 at 6%; with 50% employer match about $453,617 at 4% or $302,411 at 6%; with 100% employer match about $340,213 at 4% or $226,808 at 6%.
201813$1,274,500$77,055$25,685iApproximate average salary by contribution assumption: employee only about $642,125 at 4% or $428,083 at 6%; with 50% employer match about $428,083 at 4% or $285,389 at 6%; with 100% employer match about $321,063 at 4% or $214,042 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-3$1,274,500$77,055$25,685iApproximate average salary by contribution assumption: employee only about $642,125 at 4% or $428,083 at 6%; with 50% employer match about $428,083 at 4% or $285,389 at 6%; with 100% employer match about $321,063 at 4% or $214,042 at 6%.
201714$1,426,699$60,458$15,115iApproximate average salary by contribution assumption: employee only about $377,863 at 4% or $251,908 at 6%; with 50% employer match about $251,908 at 4% or $167,939 at 6%; with 100% employer match about $188,931 at 4% or $125,954 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-4$1,426,699$60,458$15,115iApproximate average salary by contribution assumption: employee only about $377,863 at 4% or $251,908 at 6%; with 50% employer match about $251,908 at 4% or $167,939 at 6%; with 100% employer match about $188,931 at 4% or $125,954 at 6%.
201614$1,126,802$68,912$17,228iApproximate average salary by contribution assumption: employee only about $430,700 at 4% or $287,133 at 6%; with 50% employer match about $287,133 at 4% or $191,422 at 6%; with 100% employer match about $215,350 at 4% or $143,567 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-4$1,126,802$68,912$17,228iApproximate average salary by contribution assumption: employee only about $430,700 at 4% or $287,133 at 6%; with 50% employer match about $287,133 at 4% or $191,422 at 6%; with 100% employer match about $215,350 at 4% or $143,567 at 6%.
201516$1,220,919$105,490$17,582iApproximate average salary by contribution assumption: employee only about $439,542 at 4% or $293,028 at 6%; with 50% employer match about $293,028 at 4% or $195,352 at 6%; with 100% employer match about $219,771 at 4% or $146,514 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-6$1,220,919$105,490$17,582iApproximate average salary by contribution assumption: employee only about $439,542 at 4% or $293,028 at 6%; with 50% employer match about $293,028 at 4% or $195,352 at 6%; with 100% employer match about $219,771 at 4% or $146,514 at 6%.
201416$1,120,830$105,493$17,582iApproximate average salary by contribution assumption: employee only about $439,554 at 4% or $293,036 at 6%; with 50% employer match about $293,036 at 4% or $195,357 at 6%; with 100% employer match about $219,777 at 4% or $146,518 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-6$1,120,830$105,493$17,582iApproximate average salary by contribution assumption: employee only about $439,554 at 4% or $293,036 at 6%; with 50% employer match about $293,036 at 4% or $195,357 at 6%; with 100% employer match about $219,777 at 4% or $146,518 at 6%.
201315$923,114$87,394$17,479iApproximate average salary by contribution assumption: employee only about $436,970 at 4% or $291,313 at 6%; with 50% employer match about $291,313 at 4% or $194,209 at 6%; with 100% employer match about $218,485 at 4% or $145,657 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-5$923,114$87,394$17,479iApproximate average salary by contribution assumption: employee only about $436,970 at 4% or $291,313 at 6%; with 50% employer match about $291,313 at 4% or $194,209 at 6%; with 100% employer match about $218,485 at 4% or $145,657 at 6%.
201215$653,534$67,189$13,438iApproximate average salary by contribution assumption: employee only about $335,945 at 4% or $223,963 at 6%; with 50% employer match about $223,963 at 4% or $149,309 at 6%; with 100% employer match about $167,973 at 4% or $111,982 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-5$653,534$67,189$13,438iApproximate average salary by contribution assumption: employee only about $335,945 at 4% or $223,963 at 6%; with 50% employer match about $223,963 at 4% or $149,309 at 6%; with 100% employer match about $167,973 at 4% or $111,982 at 6%.
201133$513,634$66,955$22,318iApproximate average salary by contribution assumption: employee only about $557,958 at 4% or $371,972 at 6%; with 50% employer match about $371,972 at 4% or $247,981 at 6%; with 100% employer match about $278,979 at 4% or $185,986 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-3$513,634$66,955$22,318iApproximate average salary by contribution assumption: employee only about $557,958 at 4% or $371,972 at 6%; with 50% employer match about $371,972 at 4% or $247,981 at 6%; with 100% employer match about $278,979 at 4% or $185,986 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-0$0--
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-0$0--
201033$527,050$39,741$13,247iApproximate average salary by contribution assumption: employee only about $331,175 at 4% or $220,783 at 6%; with 50% employer match about $220,783 at 4% or $147,189 at 6%; with 100% employer match about $165,588 at 4% or $110,392 at 6%.
Brian P. Sommer 401(K) Profit Sharing Plan-3$488,065$39,741$13,247iApproximate average salary by contribution assumption: employee only about $331,175 at 4% or $220,783 at 6%; with 50% employer match about $220,783 at 4% or $147,189 at 6%; with 100% employer match about $165,588 at 4% or $110,392 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-2$24,764--
BRIAN PHIL SOMMER PROFIT SHARING PLAN-1$14,221--
200923$787,521$96,479$32,160iApproximate average salary by contribution assumption: employee only about $803,992 at 4% or $535,994 at 6%; with 50% employer match about $535,994 at 4% or $357,330 at 6%; with 100% employer match about $401,996 at 4% or $267,997 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-3$419,906$35,249$11,750iApproximate average salary by contribution assumption: employee only about $293,742 at 4% or $195,828 at 6%; with 50% employer match about $195,828 at 4% or $130,552 at 6%; with 100% employer match about $146,871 at 4% or $97,914 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-3$367,615$61,230$20,410iApproximate average salary by contribution assumption: employee only about $510,250 at 4% or $340,167 at 6%; with 50% employer match about $340,167 at 4% or $226,778 at 6%; with 100% employer match about $255,125 at 4% or $170,083 at 6%.
200822$461,528$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-2$250,676$35,615$17,808iApproximate average salary by contribution assumption: employee only about $445,188 at 4% or $296,792 at 6%; with 50% employer match about $296,792 at 4% or $197,861 at 6%; with 100% employer match about $222,594 at 4% or $148,396 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-2$210,852$25,385$12,693iApproximate average salary by contribution assumption: employee only about $317,313 at 4% or $211,542 at 6%; with 50% employer match about $211,542 at 4% or $141,028 at 6%; with 100% employer match about $158,656 at 4% or $105,771 at 6%.
200722$795,400$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-2$411,640$28,391$14,196iApproximate average salary by contribution assumption: employee only about $354,888 at 4% or $236,592 at 6%; with 50% employer match about $236,592 at 4% or $157,728 at 6%; with 100% employer match about $177,444 at 4% or $118,296 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-2$383,760$31,609$15,805iApproximate average salary by contribution assumption: employee only about $395,113 at 4% or $263,408 at 6%; with 50% employer match about $263,408 at 4% or $175,606 at 6%; with 100% employer match about $197,556 at 4% or $131,704 at 6%.
200622$697,297$58,325$29,163iApproximate average salary by contribution assumption: employee only about $729,063 at 4% or $486,042 at 6%; with 50% employer match about $486,042 at 4% or $324,028 at 6%; with 100% employer match about $364,531 at 4% or $243,021 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-2$358,091$18,858$9,429iApproximate average salary by contribution assumption: employee only about $235,725 at 4% or $157,150 at 6%; with 50% employer match about $157,150 at 4% or $104,767 at 6%; with 100% employer match about $117,863 at 4% or $78,575 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-2$339,206$39,467$19,734iApproximate average salary by contribution assumption: employee only about $493,338 at 4% or $328,892 at 6%; with 50% employer match about $328,892 at 4% or $219,261 at 6%; with 100% employer match about $246,669 at 4% or $164,446 at 6%.
200522$541,747$52,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-2$283,794$28,075$14,038iApproximate average salary by contribution assumption: employee only about $350,938 at 4% or $233,958 at 6%; with 50% employer match about $233,958 at 4% or $155,972 at 6%; with 100% employer match about $175,469 at 4% or $116,979 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-2$257,953$24,425$12,213iApproximate average salary by contribution assumption: employee only about $305,313 at 4% or $203,542 at 6%; with 50% employer match about $203,542 at 4% or $135,694 at 6%; with 100% employer match about $152,656 at 4% or $101,771 at 6%.
200422$442,730$42,789$21,395iApproximate average salary by contribution assumption: employee only about $534,863 at 4% or $356,575 at 6%; with 50% employer match about $356,575 at 4% or $237,717 at 6%; with 100% employer match about $267,431 at 4% or $178,288 at 6%.
BRIAN PHIL SOMMER MONEY PURCHASE PLAN-2$229,389$14,927$7,464iApproximate average salary by contribution assumption: employee only about $186,588 at 4% or $124,392 at 6%; with 50% employer match about $124,392 at 4% or $82,928 at 6%; with 100% employer match about $93,294 at 4% or $62,196 at 6%.
BRIAN PHIL SOMMER PROFIT SHARING PLAN-2$213,341$27,862$13,931iApproximate average salary by contribution assumption: employee only about $348,275 at 4% or $232,183 at 6%; with 50% employer match about $232,183 at 4% or $154,789 at 6%; with 100% employer match about $174,138 at 4% or $116,092 at 6%.