Civic Intelligence

Bard Financial Services Inc.

Plan context: Bard Financial Services Inc. Profit Sharing Plan

EIN 06-1101625 • 26 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$11,237,864

2024 Contributions

$230,481

Historical Graphs

Total Assets Over Time

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

$11,237,864$5,618,932$0199920122024YearValue
$11,237,864Latest year 2024

Participants Over Time

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

630199920122024YearValue
6Latest 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
202416$11,237,864$230,481$38,414iApproximate average salary by contribution assumption: employee only about $960,338 at 4% or $640,225 at 6%; with 50% employer match about $640,225 at 4% or $426,817 at 6%; with 100% employer match about $480,169 at 4% or $320,113 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-6$11,237,864$230,481$38,414iApproximate average salary by contribution assumption: employee only about $960,338 at 4% or $640,225 at 6%; with 50% employer match about $640,225 at 4% or $426,817 at 6%; with 100% employer match about $480,169 at 4% or $320,113 at 6%.
202315$9,895,295$197,162$39,432iApproximate average salary by contribution assumption: employee only about $985,810 at 4% or $657,207 at 6%; with 50% employer match about $657,207 at 4% or $438,138 at 6%; with 100% employer match about $492,905 at 4% or $328,603 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$9,895,295$197,162$39,432iApproximate average salary by contribution assumption: employee only about $985,810 at 4% or $657,207 at 6%; with 50% employer match about $657,207 at 4% or $438,138 at 6%; with 100% employer match about $492,905 at 4% or $328,603 at 6%.
202215$8,353,058$204,247$40,849iApproximate average salary by contribution assumption: employee only about $1,021,235 at 4% or $680,823 at 6%; with 50% employer match about $680,823 at 4% or $453,882 at 6%; with 100% employer match about $510,618 at 4% or $340,412 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$8,353,058$204,247$40,849iApproximate average salary by contribution assumption: employee only about $1,021,235 at 4% or $680,823 at 6%; with 50% employer match about $680,823 at 4% or $453,882 at 6%; with 100% employer match about $510,618 at 4% or $340,412 at 6%.
202115$8,786,634$196,152$39,230iApproximate average salary by contribution assumption: employee only about $980,760 at 4% or $653,840 at 6%; with 50% employer match about $653,840 at 4% or $435,893 at 6%; with 100% employer match about $490,380 at 4% or $326,920 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$8,786,634$196,152$39,230iApproximate average salary by contribution assumption: employee only about $980,760 at 4% or $653,840 at 6%; with 50% employer match about $653,840 at 4% or $435,893 at 6%; with 100% employer match about $490,380 at 4% or $326,920 at 6%.
202015$7,541,205$192,790$38,558iApproximate average salary by contribution assumption: employee only about $963,950 at 4% or $642,633 at 6%; with 50% employer match about $642,633 at 4% or $428,422 at 6%; with 100% employer match about $481,975 at 4% or $321,317 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$7,541,205$192,790$38,558iApproximate average salary by contribution assumption: employee only about $963,950 at 4% or $642,633 at 6%; with 50% employer match about $642,633 at 4% or $428,422 at 6%; with 100% employer match about $481,975 at 4% or $321,317 at 6%.
201915$6,416,888$239,676$47,935iApproximate average salary by contribution assumption: employee only about $1,198,380 at 4% or $798,920 at 6%; with 50% employer match about $798,920 at 4% or $532,613 at 6%; with 100% employer match about $599,190 at 4% or $399,460 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$6,416,888$239,676$47,935iApproximate average salary by contribution assumption: employee only about $1,198,380 at 4% or $798,920 at 6%; with 50% employer match about $798,920 at 4% or $532,613 at 6%; with 100% employer match about $599,190 at 4% or $399,460 at 6%.
201815$5,240,272$180,330$36,066iApproximate average salary by contribution assumption: employee only about $901,650 at 4% or $601,100 at 6%; with 50% employer match about $601,100 at 4% or $400,733 at 6%; with 100% employer match about $450,825 at 4% or $300,550 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$5,240,272$180,330$36,066iApproximate average salary by contribution assumption: employee only about $901,650 at 4% or $601,100 at 6%; with 50% employer match about $601,100 at 4% or $400,733 at 6%; with 100% employer match about $450,825 at 4% or $300,550 at 6%.
201715$5,237,941$178,207$35,641iApproximate average salary by contribution assumption: employee only about $891,035 at 4% or $594,023 at 6%; with 50% employer match about $594,023 at 4% or $396,016 at 6%; with 100% employer match about $445,518 at 4% or $297,012 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$5,237,941$178,207$35,641iApproximate average salary by contribution assumption: employee only about $891,035 at 4% or $594,023 at 6%; with 50% employer match about $594,023 at 4% or $396,016 at 6%; with 100% employer match about $445,518 at 4% or $297,012 at 6%.
201615$4,483,731$337,153$67,431iApproximate average salary by contribution assumption: employee only about $1,685,765 at 4% or $1,123,843 at 6%; with 50% employer match about $1,123,843 at 4% or $749,229 at 6%; with 100% employer match about $842,883 at 4% or $561,922 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$4,483,731$337,153$67,431iApproximate average salary by contribution assumption: employee only about $1,685,765 at 4% or $1,123,843 at 6%; with 50% employer match about $1,123,843 at 4% or $749,229 at 6%; with 100% employer match about $842,883 at 4% or $561,922 at 6%.
201515$3,869,029$169,919$33,984iApproximate average salary by contribution assumption: employee only about $849,595 at 4% or $566,397 at 6%; with 50% employer match about $566,397 at 4% or $377,598 at 6%; with 100% employer match about $424,798 at 4% or $283,198 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$3,869,029$169,919$33,984iApproximate average salary by contribution assumption: employee only about $849,595 at 4% or $566,397 at 6%; with 50% employer match about $566,397 at 4% or $377,598 at 6%; with 100% employer match about $424,798 at 4% or $283,198 at 6%.
201416$3,870,341$174,190$29,032iApproximate average salary by contribution assumption: employee only about $725,792 at 4% or $483,861 at 6%; with 50% employer match about $483,861 at 4% or $322,574 at 6%; with 100% employer match about $362,896 at 4% or $241,931 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-6$3,870,341$174,190$29,032iApproximate average salary by contribution assumption: employee only about $725,792 at 4% or $483,861 at 6%; with 50% employer match about $483,861 at 4% or $322,574 at 6%; with 100% employer match about $362,896 at 4% or $241,931 at 6%.
201316$3,487,466$154,212$25,702iApproximate average salary by contribution assumption: employee only about $642,550 at 4% or $428,367 at 6%; with 50% employer match about $428,367 at 4% or $285,578 at 6%; with 100% employer match about $321,275 at 4% or $214,183 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-6$3,487,466$154,212$25,702iApproximate average salary by contribution assumption: employee only about $642,550 at 4% or $428,367 at 6%; with 50% employer match about $428,367 at 4% or $285,578 at 6%; with 100% employer match about $321,275 at 4% or $214,183 at 6%.
201216$2,896,730$142,732$23,789iApproximate average salary by contribution assumption: employee only about $594,717 at 4% or $396,478 at 6%; with 50% employer match about $396,478 at 4% or $264,319 at 6%; with 100% employer match about $297,358 at 4% or $198,239 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-6$2,896,730$142,732$23,789iApproximate average salary by contribution assumption: employee only about $594,717 at 4% or $396,478 at 6%; with 50% employer match about $396,478 at 4% or $264,319 at 6%; with 100% employer match about $297,358 at 4% or $198,239 at 6%.
201116$2,422,921$139,572$23,262iApproximate average salary by contribution assumption: employee only about $581,550 at 4% or $387,700 at 6%; with 50% employer match about $387,700 at 4% or $258,467 at 6%; with 100% employer match about $290,775 at 4% or $193,850 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-6$2,422,921$139,572$23,262iApproximate average salary by contribution assumption: employee only about $581,550 at 4% or $387,700 at 6%; with 50% employer match about $387,700 at 4% or $258,467 at 6%; with 100% employer match about $290,775 at 4% or $193,850 at 6%.
201015$1,917,779$345,806$69,161iApproximate average salary by contribution assumption: employee only about $1,729,030 at 4% or $1,152,687 at 6%; with 50% employer match about $1,152,687 at 4% or $768,458 at 6%; with 100% employer match about $864,515 at 4% or $576,343 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$1,917,779$345,806$69,161iApproximate average salary by contribution assumption: employee only about $1,729,030 at 4% or $1,152,687 at 6%; with 50% employer match about $1,152,687 at 4% or $768,458 at 6%; with 100% employer match about $864,515 at 4% or $576,343 at 6%.
200914$1,451,348$129,572$32,393iApproximate average salary by contribution assumption: employee only about $809,825 at 4% or $539,883 at 6%; with 50% employer match about $539,883 at 4% or $359,922 at 6%; with 100% employer match about $404,913 at 4% or $269,942 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-4$1,451,348$129,572$32,393iApproximate average salary by contribution assumption: employee only about $809,825 at 4% or $539,883 at 6%; with 50% employer match about $539,883 at 4% or $359,922 at 6%; with 100% employer match about $404,913 at 4% or $269,942 at 6%.
200814$1,074,835$124,345$31,086iApproximate average salary by contribution assumption: employee only about $777,156 at 4% or $518,104 at 6%; with 50% employer match about $518,104 at 4% or $345,403 at 6%; with 100% employer match about $388,578 at 4% or $259,052 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-4$1,074,835$124,345$31,086iApproximate average salary by contribution assumption: employee only about $777,156 at 4% or $518,104 at 6%; with 50% employer match about $518,104 at 4% or $345,403 at 6%; with 100% employer match about $388,578 at 4% or $259,052 at 6%.
200715$0$0-
Bard Financial Services Inc. Profit Sharing Plan-5---
200616$1,073,973$124,240$20,707iApproximate average salary by contribution assumption: employee only about $517,667 at 4% or $345,111 at 6%; with 50% employer match about $345,111 at 4% or $230,074 at 6%; with 100% employer match about $258,833 at 4% or $172,556 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-6$1,073,973$124,240$20,707iApproximate average salary by contribution assumption: employee only about $517,667 at 4% or $345,111 at 6%; with 50% employer match about $345,111 at 4% or $230,074 at 6%; with 100% employer match about $258,833 at 4% or $172,556 at 6%.
200515$818,750$119,781$23,956iApproximate average salary by contribution assumption: employee only about $598,905 at 4% or $399,270 at 6%; with 50% employer match about $399,270 at 4% or $266,180 at 6%; with 100% employer match about $299,453 at 4% or $199,635 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$818,750$119,781$23,956iApproximate average salary by contribution assumption: employee only about $598,905 at 4% or $399,270 at 6%; with 50% employer match about $399,270 at 4% or $266,180 at 6%; with 100% employer match about $299,453 at 4% or $199,635 at 6%.
200415$624,377$116,666$23,333iApproximate average salary by contribution assumption: employee only about $583,330 at 4% or $388,887 at 6%; with 50% employer match about $388,887 at 4% or $259,258 at 6%; with 100% employer match about $291,665 at 4% or $194,443 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-5$624,377$116,666$23,333iApproximate average salary by contribution assumption: employee only about $583,330 at 4% or $388,887 at 6%; with 50% employer match about $388,887 at 4% or $259,258 at 6%; with 100% employer match about $291,665 at 4% or $194,443 at 6%.
200314$462,653$92,055$23,014iApproximate average salary by contribution assumption: employee only about $575,344 at 4% or $383,563 at 6%; with 50% employer match about $383,563 at 4% or $255,708 at 6%; with 100% employer match about $287,672 at 4% or $191,781 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-4$462,653$92,055$23,014iApproximate average salary by contribution assumption: employee only about $575,344 at 4% or $383,563 at 6%; with 50% employer match about $383,563 at 4% or $255,708 at 6%; with 100% employer match about $287,672 at 4% or $191,781 at 6%.
200214$282,143$82,427$20,607iApproximate average salary by contribution assumption: employee only about $515,169 at 4% or $343,446 at 6%; with 50% employer match about $343,446 at 4% or $228,964 at 6%; with 100% employer match about $257,584 at 4% or $171,723 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-4$282,143$82,427$20,607iApproximate average salary by contribution assumption: employee only about $515,169 at 4% or $343,446 at 6%; with 50% employer match about $343,446 at 4% or $228,964 at 6%; with 100% employer match about $257,584 at 4% or $171,723 at 6%.
200112$248,043$0-
Bard Financial Services Inc. Profit Sharing Plan-2$248,043--
200012$405,269$37,862$18,931iApproximate average salary by contribution assumption: employee only about $473,275 at 4% or $315,517 at 6%; with 50% employer match about $315,517 at 4% or $210,344 at 6%; with 100% employer match about $236,638 at 4% or $157,758 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-2$405,269$37,862$18,931iApproximate average salary by contribution assumption: employee only about $473,275 at 4% or $315,517 at 6%; with 50% employer match about $315,517 at 4% or $210,344 at 6%; with 100% employer match about $236,638 at 4% or $157,758 at 6%.
199913$485,779$32,280$10,760iApproximate average salary by contribution assumption: employee only about $269,000 at 4% or $179,333 at 6%; with 50% employer match about $179,333 at 4% or $119,556 at 6%; with 100% employer match about $134,500 at 4% or $89,667 at 6%.
Bard Financial Services Inc. Profit Sharing Plan-3$485,779$32,280$10,760iApproximate average salary by contribution assumption: employee only about $269,000 at 4% or $179,333 at 6%; with 50% employer match about $179,333 at 4% or $119,556 at 6%; with 100% employer match about $134,500 at 4% or $89,667 at 6%.