Bager Southern California
Plan context: Bager Southern California 401(K) Profit Sharing Plan
EIN 03-0393239 • Irvine, CA • 19 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$8,693,607
2025 Contributions
$484,417
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $8,693,607 | $484,417 | $25,496iApproximate average salary by contribution assumption: employee only about $637,391 at 4% or $424,927 at 6%; with 50% employer match about $424,927 at 4% or $283,285 at 6%; with 100% employer match about $318,695 at 4% or $212,464 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 19 | $8,693,607 | $484,417 | $25,496iApproximate average salary by contribution assumption: employee only about $637,391 at 4% or $424,927 at 6%; with 50% employer match about $424,927 at 4% or $283,285 at 6%; with 100% employer match about $318,695 at 4% or $212,464 at 6%. |
| 2024 | 1 | 19 | $9,362,074 | $488,979 | $25,736iApproximate average salary by contribution assumption: employee only about $643,393 at 4% or $428,929 at 6%; with 50% employer match about $428,929 at 4% or $285,953 at 6%; with 100% employer match about $321,697 at 4% or $214,464 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 19 | $9,362,074 | $488,979 | $25,736iApproximate average salary by contribution assumption: employee only about $643,393 at 4% or $428,929 at 6%; with 50% employer match about $428,929 at 4% or $285,953 at 6%; with 100% employer match about $321,697 at 4% or $214,464 at 6%. |
| 2023 | 1 | 17 | $8,162,222 | $351,712 | $20,689iApproximate average salary by contribution assumption: employee only about $517,224 at 4% or $344,816 at 6%; with 50% employer match about $344,816 at 4% or $229,877 at 6%; with 100% employer match about $258,612 at 4% or $172,408 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 17 | $8,162,222 | $351,712 | $20,689iApproximate average salary by contribution assumption: employee only about $517,224 at 4% or $344,816 at 6%; with 50% employer match about $344,816 at 4% or $229,877 at 6%; with 100% employer match about $258,612 at 4% or $172,408 at 6%. |
| 2022 | 1 | 17 | $7,248,102 | $488,354 | $28,727iApproximate average salary by contribution assumption: employee only about $718,168 at 4% or $478,778 at 6%; with 50% employer match about $478,778 at 4% or $319,186 at 6%; with 100% employer match about $359,084 at 4% or $239,389 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 17 | $7,248,102 | $488,354 | $28,727iApproximate average salary by contribution assumption: employee only about $718,168 at 4% or $478,778 at 6%; with 50% employer match about $478,778 at 4% or $319,186 at 6%; with 100% employer match about $359,084 at 4% or $239,389 at 6%. |
| 2021 | 1 | 13 | $8,276,204 | $814,930 | $62,687iApproximate average salary by contribution assumption: employee only about $1,567,173 at 4% or $1,044,782 at 6%; with 50% employer match about $1,044,782 at 4% or $696,521 at 6%; with 100% employer match about $783,587 at 4% or $522,391 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 13 | $8,276,204 | $814,930 | $62,687iApproximate average salary by contribution assumption: employee only about $1,567,173 at 4% or $1,044,782 at 6%; with 50% employer match about $1,044,782 at 4% or $696,521 at 6%; with 100% employer match about $783,587 at 4% or $522,391 at 6%. |
| 2020 | 1 | 12 | $9,140,624 | $284,691 | $23,724iApproximate average salary by contribution assumption: employee only about $593,106 at 4% or $395,404 at 6%; with 50% employer match about $395,404 at 4% or $263,603 at 6%; with 100% employer match about $296,553 at 4% or $197,702 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 12 | $9,140,624 | $284,691 | $23,724iApproximate average salary by contribution assumption: employee only about $593,106 at 4% or $395,404 at 6%; with 50% employer match about $395,404 at 4% or $263,603 at 6%; with 100% employer match about $296,553 at 4% or $197,702 at 6%. |
| 2019 | 1 | 14 | $10,637,168 | $161,467 | $11,533iApproximate average salary by contribution assumption: employee only about $288,334 at 4% or $192,223 at 6%; with 50% employer match about $192,223 at 4% or $128,148 at 6%; with 100% employer match about $144,167 at 4% or $96,111 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 14 | $10,637,168 | $161,467 | $11,533iApproximate average salary by contribution assumption: employee only about $288,334 at 4% or $192,223 at 6%; with 50% employer match about $192,223 at 4% or $128,148 at 6%; with 100% employer match about $144,167 at 4% or $96,111 at 6%. |
| 2018 | 1 | 17 | $9,286,041 | $248,598 | $14,623iApproximate average salary by contribution assumption: employee only about $365,585 at 4% or $243,724 at 6%; with 50% employer match about $243,724 at 4% or $162,482 at 6%; with 100% employer match about $182,793 at 4% or $121,862 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 17 | $9,286,041 | $248,598 | $14,623iApproximate average salary by contribution assumption: employee only about $365,585 at 4% or $243,724 at 6%; with 50% employer match about $243,724 at 4% or $162,482 at 6%; with 100% employer match about $182,793 at 4% or $121,862 at 6%. |
| 2017 | 1 | 17 | $9,574,003 | $304,976 | $17,940iApproximate average salary by contribution assumption: employee only about $448,494 at 4% or $298,996 at 6%; with 50% employer match about $298,996 at 4% or $199,331 at 6%; with 100% employer match about $224,247 at 4% or $149,498 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 17 | $9,574,003 | $304,976 | $17,940iApproximate average salary by contribution assumption: employee only about $448,494 at 4% or $298,996 at 6%; with 50% employer match about $298,996 at 4% or $199,331 at 6%; with 100% employer match about $224,247 at 4% or $149,498 at 6%. |
| 2016 | 1 | 18 | $8,034,809 | $901,680 | $50,093iApproximate average salary by contribution assumption: employee only about $1,252,333 at 4% or $834,889 at 6%; with 50% employer match about $834,889 at 4% or $556,593 at 6%; with 100% employer match about $626,167 at 4% or $417,444 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 18 | $8,034,809 | $901,680 | $50,093iApproximate average salary by contribution assumption: employee only about $1,252,333 at 4% or $834,889 at 6%; with 50% employer match about $834,889 at 4% or $556,593 at 6%; with 100% employer match about $626,167 at 4% or $417,444 at 6%. |
| 2015 | 1 | 19 | $7,126,761 | $283,412 | $14,916iApproximate average salary by contribution assumption: employee only about $372,911 at 4% or $248,607 at 6%; with 50% employer match about $248,607 at 4% or $165,738 at 6%; with 100% employer match about $186,455 at 4% or $124,304 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 19 | $7,126,761 | $283,412 | $14,916iApproximate average salary by contribution assumption: employee only about $372,911 at 4% or $248,607 at 6%; with 50% employer match about $248,607 at 4% or $165,738 at 6%; with 100% employer match about $186,455 at 4% or $124,304 at 6%. |
| 2014 | 1 | 18 | $7,321,151 | $269,079 | $14,949iApproximate average salary by contribution assumption: employee only about $373,721 at 4% or $249,147 at 6%; with 50% employer match about $249,147 at 4% or $166,098 at 6%; with 100% employer match about $186,860 at 4% or $124,574 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 18 | $7,321,151 | $269,079 | $14,949iApproximate average salary by contribution assumption: employee only about $373,721 at 4% or $249,147 at 6%; with 50% employer match about $249,147 at 4% or $166,098 at 6%; with 100% employer match about $186,860 at 4% or $124,574 at 6%. |
| 2013 | 1 | 18 | $7,304,140 | $293,566 | $16,309iApproximate average salary by contribution assumption: employee only about $407,731 at 4% or $271,820 at 6%; with 50% employer match about $271,820 at 4% or $181,214 at 6%; with 100% employer match about $203,865 at 4% or $135,910 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 18 | $7,304,140 | $293,566 | $16,309iApproximate average salary by contribution assumption: employee only about $407,731 at 4% or $271,820 at 6%; with 50% employer match about $271,820 at 4% or $181,214 at 6%; with 100% employer match about $203,865 at 4% or $135,910 at 6%. |
| 2012 | 1 | 22 | $6,348,813 | $1,502,078 | $68,276iApproximate average salary by contribution assumption: employee only about $1,706,907 at 4% or $1,137,938 at 6%; with 50% employer match about $1,137,938 at 4% or $758,625 at 6%; with 100% employer match about $853,453 at 4% or $568,969 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 22 | $6,348,813 | $1,502,078 | $68,276iApproximate average salary by contribution assumption: employee only about $1,706,907 at 4% or $1,137,938 at 6%; with 50% employer match about $1,137,938 at 4% or $758,625 at 6%; with 100% employer match about $853,453 at 4% or $568,969 at 6%. |
| 2011 | 1 | 13 | $4,276,747 | $218,338 | $16,795iApproximate average salary by contribution assumption: employee only about $419,881 at 4% or $279,921 at 6%; with 50% employer match about $279,921 at 4% or $186,614 at 6%; with 100% employer match about $209,940 at 4% or $139,960 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 13 | $4,276,747 | $218,338 | $16,795iApproximate average salary by contribution assumption: employee only about $419,881 at 4% or $279,921 at 6%; with 50% employer match about $279,921 at 4% or $186,614 at 6%; with 100% employer match about $209,940 at 4% or $139,960 at 6%. |
| 2010 | 1 | 13 | $4,233,874 | $229,457 | $17,651iApproximate average salary by contribution assumption: employee only about $441,263 at 4% or $294,176 at 6%; with 50% employer match about $294,176 at 4% or $196,117 at 6%; with 100% employer match about $220,632 at 4% or $147,088 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 13 | $4,233,874 | $229,457 | $17,651iApproximate average salary by contribution assumption: employee only about $441,263 at 4% or $294,176 at 6%; with 50% employer match about $294,176 at 4% or $196,117 at 6%; with 100% employer match about $220,632 at 4% or $147,088 at 6%. |
| 2009 | 1 | 13 | $3,648,786 | $267,152 | $20,550iApproximate average salary by contribution assumption: employee only about $513,754 at 4% or $342,503 at 6%; with 50% employer match about $342,503 at 4% or $228,335 at 6%; with 100% employer match about $256,877 at 4% or $171,251 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 13 | $3,648,786 | $267,152 | $20,550iApproximate average salary by contribution assumption: employee only about $513,754 at 4% or $342,503 at 6%; with 50% employer match about $342,503 at 4% or $228,335 at 6%; with 100% employer match about $256,877 at 4% or $171,251 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| Bager Southern California 401(K) Profit Sharing Plan | - | 15 | - | - | - |
| 2007 | 1 | 14 | $3,340,022 | $3,316,099 | $236,864iApproximate average salary by contribution assumption: employee only about $5,921,605 at 4% or $3,947,737 at 6%; with 50% employer match about $3,947,737 at 4% or $2,631,825 at 6%; with 100% employer match about $2,960,803 at 4% or $1,973,868 at 6%. |
| Bager Southern California 401(K) Profit Sharing Plan | - | 14 | $3,340,022 | $3,316,099 | $236,864iApproximate average salary by contribution assumption: employee only about $5,921,605 at 4% or $3,947,737 at 6%; with 50% employer match about $3,947,737 at 4% or $2,631,825 at 6%; with 100% employer match about $2,960,803 at 4% or $1,973,868 at 6%. |