Fredric R. Bocceri Bocceri, Board, Higgins & Kitz
Plan context: Fredric R. Bocceri Profit Sharing Plan
EIN 68-0077864 • 29 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$3,584,036
2023 Contributions
$1,300,311
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $3,584,036 | $1,300,311 | $1,300,311iApproximate average salary by contribution assumption: employee only about $32,507,775 at 4% or $21,671,850 at 6%; with 50% employer match about $21,671,850 at 4% or $14,447,900 at 6%; with 100% employer match about $16,253,888 at 4% or $10,835,925 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 1 | $3,584,036 | $1,300,311 | $1,300,311iApproximate average salary by contribution assumption: employee only about $32,507,775 at 4% or $21,671,850 at 6%; with 50% employer match about $21,671,850 at 4% or $14,447,900 at 6%; with 100% employer match about $16,253,888 at 4% or $10,835,925 at 6%. |
| 2022 | 1 | 1 | $2,388,420 | $43,459 | $43,459iApproximate average salary by contribution assumption: employee only about $1,086,475 at 4% or $724,317 at 6%; with 50% employer match about $724,317 at 4% or $482,878 at 6%; with 100% employer match about $543,238 at 4% or $362,158 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 1 | $2,388,420 | $43,459 | $43,459iApproximate average salary by contribution assumption: employee only about $1,086,475 at 4% or $724,317 at 6%; with 50% employer match about $724,317 at 4% or $482,878 at 6%; with 100% employer match about $543,238 at 4% or $362,158 at 6%. |
| 2021 | 1 | 1 | $2,488,543 | $26,843 | $26,843iApproximate average salary by contribution assumption: employee only about $671,075 at 4% or $447,383 at 6%; with 50% employer match about $447,383 at 4% or $298,256 at 6%; with 100% employer match about $335,538 at 4% or $223,692 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 1 | $2,488,543 | $26,843 | $26,843iApproximate average salary by contribution assumption: employee only about $671,075 at 4% or $447,383 at 6%; with 50% employer match about $447,383 at 4% or $298,256 at 6%; with 100% employer match about $335,538 at 4% or $223,692 at 6%. |
| 2020 | 1 | 2 | $1,867,630 | $14,330 | $7,165iApproximate average salary by contribution assumption: employee only about $179,125 at 4% or $119,417 at 6%; with 50% employer match about $119,417 at 4% or $79,611 at 6%; with 100% employer match about $89,563 at 4% or $59,708 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $1,867,630 | $14,330 | $7,165iApproximate average salary by contribution assumption: employee only about $179,125 at 4% or $119,417 at 6%; with 50% employer match about $119,417 at 4% or $79,611 at 6%; with 100% employer match about $89,563 at 4% or $59,708 at 6%. |
| 2019 | 1 | 2 | $1,714,980 | $16,977 | $8,489iApproximate average salary by contribution assumption: employee only about $212,213 at 4% or $141,475 at 6%; with 50% employer match about $141,475 at 4% or $94,317 at 6%; with 100% employer match about $106,106 at 4% or $70,738 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $1,714,980 | $16,977 | $8,489iApproximate average salary by contribution assumption: employee only about $212,213 at 4% or $141,475 at 6%; with 50% employer match about $141,475 at 4% or $94,317 at 6%; with 100% employer match about $106,106 at 4% or $70,738 at 6%. |
| 2018 | 1 | 2 | $1,448,560 | $24,973 | $12,487iApproximate average salary by contribution assumption: employee only about $312,163 at 4% or $208,108 at 6%; with 50% employer match about $208,108 at 4% or $138,739 at 6%; with 100% employer match about $156,081 at 4% or $104,054 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $1,448,560 | $24,973 | $12,487iApproximate average salary by contribution assumption: employee only about $312,163 at 4% or $208,108 at 6%; with 50% employer match about $208,108 at 4% or $138,739 at 6%; with 100% employer match about $156,081 at 4% or $104,054 at 6%. |
| 2017 | 1 | 2 | $964,714 | $26,376 | $13,188iApproximate average salary by contribution assumption: employee only about $329,700 at 4% or $219,800 at 6%; with 50% employer match about $219,800 at 4% or $146,533 at 6%; with 100% employer match about $164,850 at 4% or $109,900 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $964,714 | $26,376 | $13,188iApproximate average salary by contribution assumption: employee only about $329,700 at 4% or $219,800 at 6%; with 50% employer match about $219,800 at 4% or $146,533 at 6%; with 100% employer match about $164,850 at 4% or $109,900 at 6%. |
| 2016 | 1 | 3 | $956,154 | $61,531 | $20,510iApproximate average salary by contribution assumption: employee only about $512,758 at 4% or $341,839 at 6%; with 50% employer match about $341,839 at 4% or $227,893 at 6%; with 100% employer match about $256,379 at 4% or $170,919 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 3 | $956,154 | $61,531 | $20,510iApproximate average salary by contribution assumption: employee only about $512,758 at 4% or $341,839 at 6%; with 50% employer match about $341,839 at 4% or $227,893 at 6%; with 100% employer match about $256,379 at 4% or $170,919 at 6%. |
| 2015 | 1 | 3 | $917,646 | $27,128 | $9,043iApproximate average salary by contribution assumption: employee only about $226,067 at 4% or $150,711 at 6%; with 50% employer match about $150,711 at 4% or $100,474 at 6%; with 100% employer match about $113,033 at 4% or $75,356 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 3 | $917,646 | $27,128 | $9,043iApproximate average salary by contribution assumption: employee only about $226,067 at 4% or $150,711 at 6%; with 50% employer match about $150,711 at 4% or $100,474 at 6%; with 100% employer match about $113,033 at 4% or $75,356 at 6%. |
| 2014 | 1 | 2 | $823,453 | $28,240 | $14,120iApproximate average salary by contribution assumption: employee only about $353,000 at 4% or $235,333 at 6%; with 50% employer match about $235,333 at 4% or $156,889 at 6%; with 100% employer match about $176,500 at 4% or $117,667 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $823,453 | $28,240 | $14,120iApproximate average salary by contribution assumption: employee only about $353,000 at 4% or $235,333 at 6%; with 50% employer match about $235,333 at 4% or $156,889 at 6%; with 100% employer match about $176,500 at 4% or $117,667 at 6%. |
| 2013 | 1 | 2 | $625,281 | $32,796 | $16,398iApproximate average salary by contribution assumption: employee only about $409,950 at 4% or $273,300 at 6%; with 50% employer match about $273,300 at 4% or $182,200 at 6%; with 100% employer match about $204,975 at 4% or $136,650 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $625,281 | $32,796 | $16,398iApproximate average salary by contribution assumption: employee only about $409,950 at 4% or $273,300 at 6%; with 50% employer match about $273,300 at 4% or $182,200 at 6%; with 100% employer match about $204,975 at 4% or $136,650 at 6%. |
| 2012 | 1 | 2 | $511,254 | $19,497 | $9,749iApproximate average salary by contribution assumption: employee only about $243,713 at 4% or $162,475 at 6%; with 50% employer match about $162,475 at 4% or $108,317 at 6%; with 100% employer match about $121,856 at 4% or $81,238 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $511,254 | $19,497 | $9,749iApproximate average salary by contribution assumption: employee only about $243,713 at 4% or $162,475 at 6%; with 50% employer match about $162,475 at 4% or $108,317 at 6%; with 100% employer match about $121,856 at 4% or $81,238 at 6%. |
| 2011 | 1 | 2 | $498,094 | $16,605 | $8,303iApproximate average salary by contribution assumption: employee only about $207,563 at 4% or $138,375 at 6%; with 50% employer match about $138,375 at 4% or $92,250 at 6%; with 100% employer match about $103,781 at 4% or $69,188 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $498,094 | $16,605 | $8,303iApproximate average salary by contribution assumption: employee only about $207,563 at 4% or $138,375 at 6%; with 50% employer match about $138,375 at 4% or $92,250 at 6%; with 100% employer match about $103,781 at 4% or $69,188 at 6%. |
| 2010 | 1 | 2 | $497,164 | $0 | - |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $497,164 | - | - |
| 2009 | 1 | 1 | $477,646 | $24,832 | $24,832iApproximate average salary by contribution assumption: employee only about $620,800 at 4% or $413,867 at 6%; with 50% employer match about $413,867 at 4% or $275,911 at 6%; with 100% employer match about $310,400 at 4% or $206,933 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 1 | $477,646 | $24,832 | $24,832iApproximate average salary by contribution assumption: employee only about $620,800 at 4% or $413,867 at 6%; with 50% employer match about $413,867 at 4% or $275,911 at 6%; with 100% employer match about $310,400 at 4% or $206,933 at 6%. |
| 2008 | 1 | 2 | $463,929 | $45,372 | $22,686iApproximate average salary by contribution assumption: employee only about $567,150 at 4% or $378,100 at 6%; with 50% employer match about $378,100 at 4% or $252,067 at 6%; with 100% employer match about $283,575 at 4% or $189,050 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $463,929 | $45,372 | $22,686iApproximate average salary by contribution assumption: employee only about $567,150 at 4% or $378,100 at 6%; with 50% employer match about $378,100 at 4% or $252,067 at 6%; with 100% employer match about $283,575 at 4% or $189,050 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $408,409 | $39,259 | $19,630iApproximate average salary by contribution assumption: employee only about $490,738 at 4% or $327,158 at 6%; with 50% employer match about $327,158 at 4% or $218,106 at 6%; with 100% employer match about $245,369 at 4% or $163,579 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $408,409 | $39,259 | $19,630iApproximate average salary by contribution assumption: employee only about $490,738 at 4% or $327,158 at 6%; with 50% employer match about $327,158 at 4% or $218,106 at 6%; with 100% employer match about $245,369 at 4% or $163,579 at 6%. |
| 2005 | 1 | 2 | $325,152 | $105,623 | $52,812iApproximate average salary by contribution assumption: employee only about $1,320,288 at 4% or $880,192 at 6%; with 50% employer match about $880,192 at 4% or $586,794 at 6%; with 100% employer match about $660,144 at 4% or $440,096 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $325,152 | $105,623 | $52,812iApproximate average salary by contribution assumption: employee only about $1,320,288 at 4% or $880,192 at 6%; with 50% employer match about $880,192 at 4% or $586,794 at 6%; with 100% employer match about $660,144 at 4% or $440,096 at 6%. |
| 2004 | 1 | 2 | $211,178 | $23,618 | $11,809iApproximate average salary by contribution assumption: employee only about $295,225 at 4% or $196,817 at 6%; with 50% employer match about $196,817 at 4% or $131,211 at 6%; with 100% employer match about $147,613 at 4% or $98,408 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $211,178 | $23,618 | $11,809iApproximate average salary by contribution assumption: employee only about $295,225 at 4% or $196,817 at 6%; with 50% employer match about $196,817 at 4% or $131,211 at 6%; with 100% employer match about $147,613 at 4% or $98,408 at 6%. |
| 2003 | 1 | 2 | $176,035 | $27,233 | $13,617iApproximate average salary by contribution assumption: employee only about $340,413 at 4% or $226,942 at 6%; with 50% employer match about $226,942 at 4% or $151,294 at 6%; with 100% employer match about $170,206 at 4% or $113,471 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $176,035 | $27,233 | $13,617iApproximate average salary by contribution assumption: employee only about $340,413 at 4% or $226,942 at 6%; with 50% employer match about $226,942 at 4% or $151,294 at 6%; with 100% employer match about $170,206 at 4% or $113,471 at 6%. |
| 2002 | 2 | 2 | $130,200 | $36,060 | $18,030iApproximate average salary by contribution assumption: employee only about $450,750 at 4% or $300,500 at 6%; with 50% employer match about $300,500 at 4% or $200,333 at 6%; with 100% employer match about $225,375 at 4% or $150,250 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $130,200 | $36,060 | $18,030iApproximate average salary by contribution assumption: employee only about $450,750 at 4% or $300,500 at 6%; with 50% employer match about $300,500 at 4% or $200,333 at 6%; with 100% employer match about $225,375 at 4% or $150,250 at 6%. |
| Fredric R. Bocceri Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $113,616 | $10,554 | $5,277iApproximate average salary by contribution assumption: employee only about $131,925 at 4% or $87,950 at 6%; with 50% employer match about $87,950 at 4% or $58,633 at 6%; with 100% employer match about $65,963 at 4% or $43,975 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $64,975 | - | - |
| Fredric R. Bocceri Money Purchase Pension Plan | - | 2 | $48,641 | $10,554 | $5,277iApproximate average salary by contribution assumption: employee only about $131,925 at 4% or $87,950 at 6%; with 50% employer match about $87,950 at 4% or $58,633 at 6%; with 100% employer match about $65,963 at 4% or $43,975 at 6%. |
| 2000 | 2 | 2 | $96,394 | $36,300 | $18,150iApproximate average salary by contribution assumption: employee only about $453,750 at 4% or $302,500 at 6%; with 50% employer match about $302,500 at 4% or $201,667 at 6%; with 100% employer match about $226,875 at 4% or $151,250 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $54,336 | $21,661 | $10,831iApproximate average salary by contribution assumption: employee only about $270,763 at 4% or $180,508 at 6%; with 50% employer match about $180,508 at 4% or $120,339 at 6%; with 100% employer match about $135,381 at 4% or $90,254 at 6%. |
| Fredric R. Bocceri Money Purchase Pension Plan | - | 2 | $42,058 | $14,639 | $7,320iApproximate average salary by contribution assumption: employee only about $182,988 at 4% or $121,992 at 6%; with 50% employer match about $121,992 at 4% or $81,328 at 6%; with 100% employer match about $91,494 at 4% or $60,996 at 6%. |
| 1999 | 2 | 2 | $69,276 | $36,300 | $18,150iApproximate average salary by contribution assumption: employee only about $453,750 at 4% or $302,500 at 6%; with 50% employer match about $302,500 at 4% or $201,667 at 6%; with 100% employer match about $226,875 at 4% or $151,250 at 6%. |
| Fredric R. Bocceri Profit Sharing Plan | - | 2 | $37,552 | $17,780 | $8,890iApproximate average salary by contribution assumption: employee only about $222,250 at 4% or $148,167 at 6%; with 50% employer match about $148,167 at 4% or $98,778 at 6%; with 100% employer match about $111,125 at 4% or $74,083 at 6%. |
| Fredric R. Bocceri Money Purchase Pension Plan | - | 2 | $31,724 | $18,520 | $9,260iApproximate average salary by contribution assumption: employee only about $231,500 at 4% or $154,333 at 6%; with 50% employer match about $154,333 at 4% or $102,889 at 6%; with 100% employer match about $115,750 at 4% or $77,167 at 6%. |