Civic Intelligence

Filbert Management

Plan context: Filbert Management 401K Plan

EIN 94-3137641 • 26 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$21,908,297

2024 Contributions

$300,509

Historical Graphs

Total Assets Over Time

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

$34,337,292$17,168,646$0199920122024YearValue
$21,908,297Latest year 2024

Participants Over Time

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

2601300199920122024YearValue
16Latest 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
2024116$21,908,297$300,509$18,782iApproximate average salary by contribution assumption: employee only about $469,545 at 4% or $313,030 at 6%; with 50% employer match about $313,030 at 4% or $208,687 at 6%; with 100% employer match about $234,773 at 4% or $156,515 at 6%.
Filbert Management 401K Plan-16$21,908,297$300,509$18,782iApproximate average salary by contribution assumption: employee only about $469,545 at 4% or $313,030 at 6%; with 50% employer match about $313,030 at 4% or $208,687 at 6%; with 100% employer match about $234,773 at 4% or $156,515 at 6%.
2023156$28,139,895$695,431$12,418iApproximate average salary by contribution assumption: employee only about $310,460 at 4% or $206,974 at 6%; with 50% employer match about $206,974 at 4% or $137,982 at 6%; with 100% employer match about $155,230 at 4% or $103,487 at 6%.
Filbert Management 401K Plan-56$28,139,895$695,431$12,418iApproximate average salary by contribution assumption: employee only about $310,460 at 4% or $206,974 at 6%; with 50% employer match about $206,974 at 4% or $137,982 at 6%; with 100% employer match about $155,230 at 4% or $103,487 at 6%.
20221112$28,296,769$1,407,283$12,565iApproximate average salary by contribution assumption: employee only about $314,126 at 4% or $209,417 at 6%; with 50% employer match about $209,417 at 4% or $139,611 at 6%; with 100% employer match about $157,063 at 4% or $104,709 at 6%.
Filbert Management 401K Plan-112$28,296,769$1,407,283$12,565iApproximate average salary by contribution assumption: employee only about $314,126 at 4% or $209,417 at 6%; with 50% employer match about $209,417 at 4% or $139,611 at 6%; with 100% employer match about $157,063 at 4% or $104,709 at 6%.
20211186$34,337,292$1,452,913$7,811iApproximate average salary by contribution assumption: employee only about $195,284 at 4% or $130,189 at 6%; with 50% employer match about $130,189 at 4% or $86,793 at 6%; with 100% employer match about $97,642 at 4% or $65,095 at 6%.
Filbert Management 401K Plan-186$34,337,292$1,452,913$7,811iApproximate average salary by contribution assumption: employee only about $195,284 at 4% or $130,189 at 6%; with 50% employer match about $130,189 at 4% or $86,793 at 6%; with 100% employer match about $97,642 at 4% or $65,095 at 6%.
20201202$30,523,797$1,521,741$7,533iApproximate average salary by contribution assumption: employee only about $188,334 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%.
Filbert Management 401K Plan-202$30,523,797$1,521,741$7,533iApproximate average salary by contribution assumption: employee only about $188,334 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%.
20191199$25,348,152$1,548,731$7,783iApproximate average salary by contribution assumption: employee only about $194,564 at 4% or $129,709 at 6%; with 50% employer match about $129,709 at 4% or $86,473 at 6%; with 100% employer match about $97,282 at 4% or $64,855 at 6%.
Filbert Management 401K Plan-199$25,348,152$1,548,731$7,783iApproximate average salary by contribution assumption: employee only about $194,564 at 4% or $129,709 at 6%; with 50% employer match about $129,709 at 4% or $86,473 at 6%; with 100% employer match about $97,282 at 4% or $64,855 at 6%.
20181209$21,601,652$1,483,049$7,096iApproximate average salary by contribution assumption: employee only about $177,398 at 4% or $118,265 at 6%; with 50% employer match about $118,265 at 4% or $78,844 at 6%; with 100% employer match about $88,699 at 4% or $59,133 at 6%.
Filbert Management 401K Plan-209$21,601,652$1,483,049$7,096iApproximate average salary by contribution assumption: employee only about $177,398 at 4% or $118,265 at 6%; with 50% employer match about $118,265 at 4% or $78,844 at 6%; with 100% employer match about $88,699 at 4% or $59,133 at 6%.
20171215$22,665,264$1,378,630$6,412iApproximate average salary by contribution assumption: employee only about $160,306 at 4% or $106,871 at 6%; with 50% employer match about $106,871 at 4% or $71,247 at 6%; with 100% employer match about $80,153 at 4% or $53,435 at 6%.
Filbert Management 401K Plan-215$22,665,264$1,378,630$6,412iApproximate average salary by contribution assumption: employee only about $160,306 at 4% or $106,871 at 6%; with 50% employer match about $106,871 at 4% or $71,247 at 6%; with 100% employer match about $80,153 at 4% or $53,435 at 6%.
20161208$19,375,374$1,295,312$6,227iApproximate average salary by contribution assumption: employee only about $155,687 at 4% or $103,791 at 6%; with 50% employer match about $103,791 at 4% or $69,194 at 6%; with 100% employer match about $77,843 at 4% or $51,896 at 6%.
Filbert Management 401K Plan-208$19,375,374$1,295,312$6,227iApproximate average salary by contribution assumption: employee only about $155,687 at 4% or $103,791 at 6%; with 50% employer match about $103,791 at 4% or $69,194 at 6%; with 100% employer match about $77,843 at 4% or $51,896 at 6%.
20151186$17,668,161$1,221,678$6,568iApproximate average salary by contribution assumption: employee only about $164,204 at 4% or $109,469 at 6%; with 50% employer match about $109,469 at 4% or $72,980 at 6%; with 100% employer match about $82,102 at 4% or $54,735 at 6%.
Filbert Management 401K Plan-186$17,668,161$1,221,678$6,568iApproximate average salary by contribution assumption: employee only about $164,204 at 4% or $109,469 at 6%; with 50% employer match about $109,469 at 4% or $72,980 at 6%; with 100% employer match about $82,102 at 4% or $54,735 at 6%.
20141187$17,956,473$1,102,813$5,897iApproximate average salary by contribution assumption: employee only about $147,435 at 4% or $98,290 at 6%; with 50% employer match about $98,290 at 4% or $65,527 at 6%; with 100% employer match about $73,717 at 4% or $49,145 at 6%.
Filbert Management 401K Plan-187$17,956,473$1,102,813$5,897iApproximate average salary by contribution assumption: employee only about $147,435 at 4% or $98,290 at 6%; with 50% employer match about $98,290 at 4% or $65,527 at 6%; with 100% employer match about $73,717 at 4% or $49,145 at 6%.
20131178$16,268,533$1,182,864$6,645iApproximate average salary by contribution assumption: employee only about $166,133 at 4% or $110,755 at 6%; with 50% employer match about $110,755 at 4% or $73,837 at 6%; with 100% employer match about $83,066 at 4% or $55,378 at 6%.
Filbert Management 401K Plan-178$16,268,533$1,182,864$6,645iApproximate average salary by contribution assumption: employee only about $166,133 at 4% or $110,755 at 6%; with 50% employer match about $110,755 at 4% or $73,837 at 6%; with 100% employer match about $83,066 at 4% or $55,378 at 6%.
20121183$13,615,347$1,139,755$6,228iApproximate average salary by contribution assumption: employee only about $155,704 at 4% or $103,803 at 6%; with 50% employer match about $103,803 at 4% or $69,202 at 6%; with 100% employer match about $77,852 at 4% or $51,901 at 6%.
Filbert Management 401K Plan-183$13,615,347$1,139,755$6,228iApproximate average salary by contribution assumption: employee only about $155,704 at 4% or $103,803 at 6%; with 50% employer match about $103,803 at 4% or $69,202 at 6%; with 100% employer match about $77,852 at 4% or $51,901 at 6%.
20111189$11,954,380$1,107,353$5,859iApproximate average salary by contribution assumption: employee only about $146,475 at 4% or $97,650 at 6%; with 50% employer match about $97,650 at 4% or $65,100 at 6%; with 100% employer match about $73,238 at 4% or $48,825 at 6%.
Filbert Management 401K Plan-189$11,954,380$1,107,353$5,859iApproximate average salary by contribution assumption: employee only about $146,475 at 4% or $97,650 at 6%; with 50% employer match about $97,650 at 4% or $65,100 at 6%; with 100% employer match about $73,238 at 4% or $48,825 at 6%.
20101191$11,783,803$1,048,950$5,492iApproximate average salary by contribution assumption: employee only about $137,297 at 4% or $91,531 at 6%; with 50% employer match about $91,531 at 4% or $61,021 at 6%; with 100% employer match about $68,649 at 4% or $45,766 at 6%.
Filbert Management 401K Plan-191$11,783,803$1,048,950$5,492iApproximate average salary by contribution assumption: employee only about $137,297 at 4% or $91,531 at 6%; with 50% employer match about $91,531 at 4% or $61,021 at 6%; with 100% employer match about $68,649 at 4% or $45,766 at 6%.
20091167$10,048,973$1,064,470$6,374iApproximate average salary by contribution assumption: employee only about $159,352 at 4% or $106,235 at 6%; with 50% employer match about $106,235 at 4% or $70,823 at 6%; with 100% employer match about $79,676 at 4% or $53,117 at 6%.
Filbert Management 401K Plan-167$10,048,973$1,064,470$6,374iApproximate average salary by contribution assumption: employee only about $159,352 at 4% or $106,235 at 6%; with 50% employer match about $106,235 at 4% or $70,823 at 6%; with 100% employer match about $79,676 at 4% or $53,117 at 6%.
20081158$7,589,098$1,058,282$6,698iApproximate average salary by contribution assumption: employee only about $167,450 at 4% or $111,633 at 6%; with 50% employer match about $111,633 at 4% or $74,422 at 6%; with 100% employer match about $83,725 at 4% or $55,817 at 6%.
Filbert Management 401K Plan-158$7,589,098$1,058,282$6,698iApproximate average salary by contribution assumption: employee only about $167,450 at 4% or $111,633 at 6%; with 50% employer match about $111,633 at 4% or $74,422 at 6%; with 100% employer match about $83,725 at 4% or $55,817 at 6%.
20071184$9,712,880$1,182,658$6,427iApproximate average salary by contribution assumption: employee only about $160,687 at 4% or $107,125 at 6%; with 50% employer match about $107,125 at 4% or $71,417 at 6%; with 100% employer match about $80,344 at 4% or $53,562 at 6%.
Filbert Management 401K Plan-184$9,712,880$1,182,658$6,427iApproximate average salary by contribution assumption: employee only about $160,687 at 4% or $107,125 at 6%; with 50% employer match about $107,125 at 4% or $71,417 at 6%; with 100% employer match about $80,344 at 4% or $53,562 at 6%.
20061155$8,656,396$1,109,049$7,155iApproximate average salary by contribution assumption: employee only about $178,879 at 4% or $119,253 at 6%; with 50% employer match about $119,253 at 4% or $79,502 at 6%; with 100% employer match about $89,439 at 4% or $59,626 at 6%.
Filbert Management 401K Plan-155$8,656,396$1,109,049$7,155iApproximate average salary by contribution assumption: employee only about $178,879 at 4% or $119,253 at 6%; with 50% employer match about $119,253 at 4% or $79,502 at 6%; with 100% employer match about $89,439 at 4% or $59,626 at 6%.
20051148$7,123,971$848,326$5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%.
Filbert Management 401K Plan-148$7,123,971$848,326$5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%.
20041155$6,285,336$783,621$5,056iApproximate average salary by contribution assumption: employee only about $126,390 at 4% or $84,260 at 6%; with 50% employer match about $84,260 at 4% or $56,174 at 6%; with 100% employer match about $63,195 at 4% or $42,130 at 6%.
Filbert Management 401K Plan-155$6,285,336$783,621$5,056iApproximate average salary by contribution assumption: employee only about $126,390 at 4% or $84,260 at 6%; with 50% employer match about $84,260 at 4% or $56,174 at 6%; with 100% employer match about $63,195 at 4% or $42,130 at 6%.
20031206$5,227,961$810,537$3,935iApproximate average salary by contribution assumption: employee only about $98,366 at 4% or $65,577 at 6%; with 50% employer match about $65,577 at 4% or $43,718 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%.
Filbert Management 401K Plan-206$5,227,961$810,537$3,935iApproximate average salary by contribution assumption: employee only about $98,366 at 4% or $65,577 at 6%; with 50% employer match about $65,577 at 4% or $43,718 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%.
20021196$3,910,309$702,082$3,582iApproximate average salary by contribution assumption: employee only about $89,551 at 4% or $59,701 at 6%; with 50% employer match about $59,701 at 4% or $39,801 at 6%; with 100% employer match about $44,776 at 4% or $29,850 at 6%.
Filbert Management 401K Plan-196$3,910,309$702,082$3,582iApproximate average salary by contribution assumption: employee only about $89,551 at 4% or $59,701 at 6%; with 50% employer match about $59,701 at 4% or $39,801 at 6%; with 100% employer match about $44,776 at 4% or $29,850 at 6%.
20011207$3,976,281$646,266$3,122iApproximate average salary by contribution assumption: employee only about $78,051 at 4% or $52,034 at 6%; with 50% employer match about $52,034 at 4% or $34,690 at 6%; with 100% employer match about $39,026 at 4% or $26,017 at 6%.
Filbert Management 401K Plan-207$3,976,281$646,266$3,122iApproximate average salary by contribution assumption: employee only about $78,051 at 4% or $52,034 at 6%; with 50% employer match about $52,034 at 4% or $34,690 at 6%; with 100% employer match about $39,026 at 4% or $26,017 at 6%.
20001260$4,388,829$671,472$2,583iApproximate average salary by contribution assumption: employee only about $64,565 at 4% or $43,043 at 6%; with 50% employer match about $43,043 at 4% or $28,695 at 6%; with 100% employer match about $32,282 at 4% or $21,522 at 6%.
Filbert Management 401K Plan-260$4,388,829$671,472$2,583iApproximate average salary by contribution assumption: employee only about $64,565 at 4% or $43,043 at 6%; with 50% employer match about $43,043 at 4% or $28,695 at 6%; with 100% employer match about $32,282 at 4% or $21,522 at 6%.
19991259$4,299,507$593,872$2,293iApproximate average salary by contribution assumption: employee only about $57,324 at 4% or $38,216 at 6%; with 50% employer match about $38,216 at 4% or $25,477 at 6%; with 100% employer match about $28,662 at 4% or $19,108 at 6%.
Filbert Management 401K Plan-259$4,299,507$593,872$2,293iApproximate average salary by contribution assumption: employee only about $57,324 at 4% or $38,216 at 6%; with 50% employer match about $38,216 at 4% or $25,477 at 6%; with 100% employer match about $28,662 at 4% or $19,108 at 6%.