Civic Intelligence

Funk & Bolton, P.A.

Plan context: Funk & Bolton, P.A. Profit Sharing Plan

EIN 52-1961786 • Baltimore, MD • 19 filings • 2 plans

100 Light StreetSuite 1400Baltimore, MD 21202
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$10,925,625

2024 Contributions

$474,395

Historical Graphs

Total Assets Over Time

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

$10,925,625$5,462,813$0199920162024YearValue
$10,925,625Latest year 2024

Participants Over Time

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

59300199920152024YearValue
29Latest year 2024

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
2024129$10,925,625$474,395$16,358iApproximate average salary by contribution assumption: employee only about $408,961 at 4% or $272,641 at 6%; with 50% employer match about $272,641 at 4% or $181,761 at 6%; with 100% employer match about $204,481 at 4% or $136,320 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-29$10,925,625$474,395$16,358iApproximate average salary by contribution assumption: employee only about $408,961 at 4% or $272,641 at 6%; with 50% employer match about $272,641 at 4% or $181,761 at 6%; with 100% employer match about $204,481 at 4% or $136,320 at 6%.
2023128$9,166,659$456,192$16,293iApproximate average salary by contribution assumption: employee only about $407,314 at 4% or $271,543 at 6%; with 50% employer match about $271,543 at 4% or $181,029 at 6%; with 100% employer match about $203,657 at 4% or $135,771 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-28$9,166,659$456,192$16,293iApproximate average salary by contribution assumption: employee only about $407,314 at 4% or $271,543 at 6%; with 50% employer match about $271,543 at 4% or $181,029 at 6%; with 100% employer match about $203,657 at 4% or $135,771 at 6%.
2022126$7,535,014$392,035$15,078iApproximate average salary by contribution assumption: employee only about $376,957 at 4% or $251,304 at 6%; with 50% employer match about $251,304 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-26$7,535,014$392,035$15,078iApproximate average salary by contribution assumption: employee only about $376,957 at 4% or $251,304 at 6%; with 50% employer match about $251,304 at 4% or $167,536 at 6%; with 100% employer match about $188,478 at 4% or $125,652 at 6%.
2021127$8,749,911$418,342$15,494iApproximate average salary by contribution assumption: employee only about $387,354 at 4% or $258,236 at 6%; with 50% employer match about $258,236 at 4% or $172,157 at 6%; with 100% employer match about $193,677 at 4% or $129,118 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-27$8,749,911$418,342$15,494iApproximate average salary by contribution assumption: employee only about $387,354 at 4% or $258,236 at 6%; with 50% employer match about $258,236 at 4% or $172,157 at 6%; with 100% employer match about $193,677 at 4% or $129,118 at 6%.
2020131$8,697,430$430,587$13,890iApproximate average salary by contribution assumption: employee only about $347,248 at 4% or $231,498 at 6%; with 50% employer match about $231,498 at 4% or $154,332 at 6%; with 100% employer match about $173,624 at 4% or $115,749 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-31$8,697,430$430,587$13,890iApproximate average salary by contribution assumption: employee only about $347,248 at 4% or $231,498 at 6%; with 50% employer match about $231,498 at 4% or $154,332 at 6%; with 100% employer match about $173,624 at 4% or $115,749 at 6%.
2019137$7,394,199$523,870$14,159iApproximate average salary by contribution assumption: employee only about $353,966 at 4% or $235,977 at 6%; with 50% employer match about $235,977 at 4% or $157,318 at 6%; with 100% employer match about $176,983 at 4% or $117,989 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-37$7,394,199$523,870$14,159iApproximate average salary by contribution assumption: employee only about $353,966 at 4% or $235,977 at 6%; with 50% employer match about $235,977 at 4% or $157,318 at 6%; with 100% employer match about $176,983 at 4% or $117,989 at 6%.
2018137$5,822,429$491,196$13,276iApproximate average salary by contribution assumption: employee only about $331,889 at 4% or $221,259 at 6%; with 50% employer match about $221,259 at 4% or $147,506 at 6%; with 100% employer match about $165,945 at 4% or $110,630 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-37$5,822,429$491,196$13,276iApproximate average salary by contribution assumption: employee only about $331,889 at 4% or $221,259 at 6%; with 50% employer match about $221,259 at 4% or $147,506 at 6%; with 100% employer match about $165,945 at 4% or $110,630 at 6%.
2017133$8,197,257$415,065$12,578iApproximate average salary by contribution assumption: employee only about $314,443 at 4% or $209,629 at 6%; with 50% employer match about $209,629 at 4% or $139,753 at 6%; with 100% employer match about $157,222 at 4% or $104,814 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-33$8,197,257$415,065$12,578iApproximate average salary by contribution assumption: employee only about $314,443 at 4% or $209,629 at 6%; with 50% employer match about $209,629 at 4% or $139,753 at 6%; with 100% employer match about $157,222 at 4% or $104,814 at 6%.
2016142$7,458,708$407,778$9,709iApproximate average salary by contribution assumption: employee only about $242,725 at 4% or $161,817 at 6%; with 50% employer match about $161,817 at 4% or $107,878 at 6%; with 100% employer match about $121,363 at 4% or $80,908 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-42$7,458,708$407,778$9,709iApproximate average salary by contribution assumption: employee only about $242,725 at 4% or $161,817 at 6%; with 50% employer match about $161,817 at 4% or $107,878 at 6%; with 100% employer match about $121,363 at 4% or $80,908 at 6%.
2015141$6,718,680$378,009$9,220iApproximate average salary by contribution assumption: employee only about $230,493 at 4% or $153,662 at 6%; with 50% employer match about $153,662 at 4% or $102,441 at 6%; with 100% employer match about $115,247 at 4% or $76,831 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-41$6,718,680$378,009$9,220iApproximate average salary by contribution assumption: employee only about $230,493 at 4% or $153,662 at 6%; with 50% employer match about $153,662 at 4% or $102,441 at 6%; with 100% employer match about $115,247 at 4% or $76,831 at 6%.
2014145$6,561,657$358,916$7,976iApproximate average salary by contribution assumption: employee only about $199,398 at 4% or $132,932 at 6%; with 50% employer match about $132,932 at 4% or $88,621 at 6%; with 100% employer match about $99,699 at 4% or $66,466 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-45$6,561,657$358,916$7,976iApproximate average salary by contribution assumption: employee only about $199,398 at 4% or $132,932 at 6%; with 50% employer match about $132,932 at 4% or $88,621 at 6%; with 100% employer match about $99,699 at 4% or $66,466 at 6%.
2013141$5,738,687$252,764$6,165iApproximate average salary by contribution assumption: employee only about $154,124 at 4% or $102,750 at 6%; with 50% employer match about $102,750 at 4% or $68,500 at 6%; with 100% employer match about $77,062 at 4% or $51,375 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-41$5,738,687$252,764$6,165iApproximate average salary by contribution assumption: employee only about $154,124 at 4% or $102,750 at 6%; with 50% employer match about $102,750 at 4% or $68,500 at 6%; with 100% employer match about $77,062 at 4% or $51,375 at 6%.
2012129$4,586,045$256,606$8,848iApproximate average salary by contribution assumption: employee only about $221,212 at 4% or $147,475 at 6%; with 50% employer match about $147,475 at 4% or $98,316 at 6%; with 100% employer match about $110,606 at 4% or $73,737 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-29$4,586,045$256,606$8,848iApproximate average salary by contribution assumption: employee only about $221,212 at 4% or $147,475 at 6%; with 50% employer match about $147,475 at 4% or $98,316 at 6%; with 100% employer match about $110,606 at 4% or $73,737 at 6%.
2011129$4,142,911$213,882$7,375iApproximate average salary by contribution assumption: employee only about $184,381 at 4% or $122,921 at 6%; with 50% employer match about $122,921 at 4% or $81,947 at 6%; with 100% employer match about $92,191 at 4% or $61,460 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-29$4,142,911$213,882$7,375iApproximate average salary by contribution assumption: employee only about $184,381 at 4% or $122,921 at 6%; with 50% employer match about $122,921 at 4% or $81,947 at 6%; with 100% employer match about $92,191 at 4% or $61,460 at 6%.
2010153$4,405,898$218,914$4,130iApproximate average salary by contribution assumption: employee only about $103,261 at 4% or $68,841 at 6%; with 50% employer match about $68,841 at 4% or $45,894 at 6%; with 100% employer match about $51,631 at 4% or $34,420 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-53$4,405,898$218,914$4,130iApproximate average salary by contribution assumption: employee only about $103,261 at 4% or $68,841 at 6%; with 50% employer match about $68,841 at 4% or $45,894 at 6%; with 100% employer match about $51,631 at 4% or $34,420 at 6%.
2009152$3,761,790$211,055$4,059iApproximate average salary by contribution assumption: employee only about $101,469 at 4% or $67,646 at 6%; with 50% employer match about $67,646 at 4% or $45,097 at 6%; with 100% employer match about $50,734 at 4% or $33,823 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-52$3,761,790$211,055$4,059iApproximate average salary by contribution assumption: employee only about $101,469 at 4% or $67,646 at 6%; with 50% employer match about $67,646 at 4% or $45,097 at 6%; with 100% employer match about $50,734 at 4% or $33,823 at 6%.
2008153$3,039,973$342,973$6,471iApproximate average salary by contribution assumption: employee only about $161,780 at 4% or $107,853 at 6%; with 50% employer match about $107,853 at 4% or $71,902 at 6%; with 100% employer match about $80,890 at 4% or $53,927 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-53$3,039,973$342,973$6,471iApproximate average salary by contribution assumption: employee only about $161,780 at 4% or $107,853 at 6%; with 50% employer match about $107,853 at 4% or $71,902 at 6%; with 100% employer match about $80,890 at 4% or $53,927 at 6%.
2007159$0$0-
Funk & Bolton, P.A. Profit Sharing Plan-59---
1999120$1,309,771$367,728$18,386iApproximate average salary by contribution assumption: employee only about $459,660 at 4% or $306,440 at 6%; with 50% employer match about $306,440 at 4% or $204,293 at 6%; with 100% employer match about $229,830 at 4% or $153,220 at 6%.
Funk & Bolton, P.A. Profit Sharing Plan-20$1,309,771$367,728$18,386iApproximate average salary by contribution assumption: employee only about $459,660 at 4% or $306,440 at 6%; with 50% employer match about $306,440 at 4% or $204,293 at 6%; with 100% employer match about $229,830 at 4% or $153,220 at 6%.