Civic Intelligence

John Baldelli

Plan context: Baldelli & Company Cpas 401K Plan

EIN 06-1051490 • Woodbury, CT • 19 filings • 1 plans

51 Sherman Hill Road A102Woodbury, CT 06798
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$471,176

2020 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$887,959$443,980$0200220112020YearValue
$471,176Latest year 2020

Participants Over Time

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

530200220112020YearValue
2Latest year 2020

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
202012$471,176$0-
Baldelli & Company Cpas 401K Plan-2$471,176--
201912$514,581$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Baldelli & Company Cpas 401K Plan-2$514,581$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201812$496,113$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Baldelli & Company Cpas 401K Plan-2$496,113$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201712$487,645$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Baldelli & Company Cpas 401K Plan-2$487,645$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201612$479,296$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Baldelli & Company Cpas 401K Plan-2$479,296$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201512$465,389$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Baldelli & Company Cpas 401K Plan-2$465,389$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201412$463,760$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Baldelli & Company Cpas 401K Plan-2$463,760$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201312$451,155$38,732$19,366iApproximate average salary by contribution assumption: employee only about $484,150 at 4% or $322,767 at 6%; with 50% employer match about $322,767 at 4% or $215,178 at 6%; with 100% employer match about $242,075 at 4% or $161,383 at 6%.
Baldelli & Company Cpas 401K Plan-2$451,155$38,732$19,366iApproximate average salary by contribution assumption: employee only about $484,150 at 4% or $322,767 at 6%; with 50% employer match about $322,767 at 4% or $215,178 at 6%; with 100% employer match about $242,075 at 4% or $161,383 at 6%.
201215$887,959$56,668$11,334iApproximate average salary by contribution assumption: employee only about $283,340 at 4% or $188,893 at 6%; with 50% employer match about $188,893 at 4% or $125,929 at 6%; with 100% employer match about $141,670 at 4% or $94,447 at 6%.
Baldelli & Company Cpas 401K Plan-5$887,959$56,668$11,334iApproximate average salary by contribution assumption: employee only about $283,340 at 4% or $188,893 at 6%; with 50% employer match about $188,893 at 4% or $125,929 at 6%; with 100% employer match about $141,670 at 4% or $94,447 at 6%.
201115$688,478$59,745$11,949iApproximate average salary by contribution assumption: employee only about $298,725 at 4% or $199,150 at 6%; with 50% employer match about $199,150 at 4% or $132,767 at 6%; with 100% employer match about $149,363 at 4% or $99,575 at 6%.
Baldelli & Company Cpas 401K Plan-5$688,478$59,745$11,949iApproximate average salary by contribution assumption: employee only about $298,725 at 4% or $199,150 at 6%; with 50% employer match about $199,150 at 4% or $132,767 at 6%; with 100% employer match about $149,363 at 4% or $99,575 at 6%.
201015$619,243$71,139$14,228iApproximate average salary by contribution assumption: employee only about $355,695 at 4% or $237,130 at 6%; with 50% employer match about $237,130 at 4% or $158,087 at 6%; with 100% employer match about $177,848 at 4% or $118,565 at 6%.
Baldelli & Company Cpas 401K Plan-5$619,243$71,139$14,228iApproximate average salary by contribution assumption: employee only about $355,695 at 4% or $237,130 at 6%; with 50% employer match about $237,130 at 4% or $158,087 at 6%; with 100% employer match about $177,848 at 4% or $118,565 at 6%.
200915$490,991$28,728$5,746iApproximate average salary by contribution assumption: employee only about $143,640 at 4% or $95,760 at 6%; with 50% employer match about $95,760 at 4% or $63,840 at 6%; with 100% employer match about $71,820 at 4% or $47,880 at 6%.
Baldelli & Company Cpas 401K Plan-5$490,991$28,728$5,746iApproximate average salary by contribution assumption: employee only about $143,640 at 4% or $95,760 at 6%; with 50% employer match about $95,760 at 4% or $63,840 at 6%; with 100% employer match about $71,820 at 4% or $47,880 at 6%.
200815$405,007$59,767$11,953iApproximate average salary by contribution assumption: employee only about $298,835 at 4% or $199,223 at 6%; with 50% employer match about $199,223 at 4% or $132,816 at 6%; with 100% employer match about $149,418 at 4% or $99,612 at 6%.
Baldelli & Company Cpas 401K Plan-5$405,007$59,767$11,953iApproximate average salary by contribution assumption: employee only about $298,835 at 4% or $199,223 at 6%; with 50% employer match about $199,223 at 4% or $132,816 at 6%; with 100% employer match about $149,418 at 4% or $99,612 at 6%.
200715$476,850$57,157$11,431iApproximate average salary by contribution assumption: employee only about $285,785 at 4% or $190,523 at 6%; with 50% employer match about $190,523 at 4% or $127,016 at 6%; with 100% employer match about $142,893 at 4% or $95,262 at 6%.
Baldelli & Company Cpas 401K Plan-5$476,850$57,157$11,431iApproximate average salary by contribution assumption: employee only about $285,785 at 4% or $190,523 at 6%; with 50% employer match about $190,523 at 4% or $127,016 at 6%; with 100% employer match about $142,893 at 4% or $95,262 at 6%.
200615$298,704$57,975$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
Baldelli & Company Cpas 401K Plan-5$298,704$57,975$11,595iApproximate average salary by contribution assumption: employee only about $289,875 at 4% or $193,250 at 6%; with 50% employer match about $193,250 at 4% or $128,833 at 6%; with 100% employer match about $144,938 at 4% or $96,625 at 6%.
200515$217,939$55,622$11,124iApproximate average salary by contribution assumption: employee only about $278,110 at 4% or $185,407 at 6%; with 50% employer match about $185,407 at 4% or $123,604 at 6%; with 100% employer match about $139,055 at 4% or $92,703 at 6%.
Baldelli & Company Cpas 401K Plan-5$217,939$55,622$11,124iApproximate average salary by contribution assumption: employee only about $278,110 at 4% or $185,407 at 6%; with 50% employer match about $185,407 at 4% or $123,604 at 6%; with 100% employer match about $139,055 at 4% or $92,703 at 6%.
200415$161,246$55,181$11,036iApproximate average salary by contribution assumption: employee only about $275,905 at 4% or $183,937 at 6%; with 50% employer match about $183,937 at 4% or $122,624 at 6%; with 100% employer match about $137,953 at 4% or $91,968 at 6%.
Baldelli & Company Cpas 401K Plan-5$161,246$55,181$11,036iApproximate average salary by contribution assumption: employee only about $275,905 at 4% or $183,937 at 6%; with 50% employer match about $183,937 at 4% or $122,624 at 6%; with 100% employer match about $137,953 at 4% or $91,968 at 6%.
200315$94,223$58,686$11,737iApproximate average salary by contribution assumption: employee only about $293,430 at 4% or $195,620 at 6%; with 50% employer match about $195,620 at 4% or $130,413 at 6%; with 100% employer match about $146,715 at 4% or $97,810 at 6%.
Baldelli & Company Cpas 401K Plan-5$94,223$58,686$11,737iApproximate average salary by contribution assumption: employee only about $293,430 at 4% or $195,620 at 6%; with 50% employer match about $195,620 at 4% or $130,413 at 6%; with 100% employer match about $146,715 at 4% or $97,810 at 6%.
200214$26,219$27,733$6,933iApproximate average salary by contribution assumption: employee only about $173,331 at 4% or $115,554 at 6%; with 50% employer match about $115,554 at 4% or $77,036 at 6%; with 100% employer match about $86,666 at 4% or $57,777 at 6%.
Baldelli & Company Cpas 401K Plan-4$26,219$27,733$6,933iApproximate average salary by contribution assumption: employee only about $173,331 at 4% or $115,554 at 6%; with 50% employer match about $115,554 at 4% or $77,036 at 6%; with 100% employer match about $86,666 at 4% or $57,777 at 6%.