Civic Intelligence

Douglas J Mund MD

Plan context: Baird Self Directed Pension Profit Sharing Plan and Trust

EIN 11-2829889 • Plainview, NY • 16 filings • 4 plans

63 Maples DrivePlainview, NY 11803
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$58,530

2014 Contributions

$50,849

Historical Graphs

Total Assets Over Time

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

$1,177,601$588,801$0199920092014YearValue
$58,530Latest year 2014

Participants Over Time

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

320199920072014YearValue
1Latest year 2014

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
201411$58,530$50,849$50,849iApproximate average salary by contribution assumption: employee only about $1,271,225 at 4% or $847,483 at 6%; with 50% employer match about $847,483 at 4% or $564,989 at 6%; with 100% employer match about $635,613 at 4% or $423,742 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-1$58,530$50,849$50,849iApproximate average salary by contribution assumption: employee only about $1,271,225 at 4% or $847,483 at 6%; with 50% employer match about $847,483 at 4% or $564,989 at 6%; with 100% employer match about $635,613 at 4% or $423,742 at 6%.
201312$1,177,601$50,712$25,356iApproximate average salary by contribution assumption: employee only about $633,900 at 4% or $422,600 at 6%; with 50% employer match about $422,600 at 4% or $281,733 at 6%; with 100% employer match about $316,950 at 4% or $211,300 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$1,177,601$50,712$25,356iApproximate average salary by contribution assumption: employee only about $633,900 at 4% or $422,600 at 6%; with 50% employer match about $422,600 at 4% or $281,733 at 6%; with 100% employer match about $316,950 at 4% or $211,300 at 6%.
201212$981,839$32,977$16,489iApproximate average salary by contribution assumption: employee only about $412,213 at 4% or $274,808 at 6%; with 50% employer match about $274,808 at 4% or $183,206 at 6%; with 100% employer match about $206,106 at 4% or $137,404 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$981,839$32,977$16,489iApproximate average salary by contribution assumption: employee only about $412,213 at 4% or $274,808 at 6%; with 50% employer match about $274,808 at 4% or $183,206 at 6%; with 100% employer match about $206,106 at 4% or $137,404 at 6%.
201112$844,944$35,383$17,692iApproximate average salary by contribution assumption: employee only about $442,288 at 4% or $294,858 at 6%; with 50% employer match about $294,858 at 4% or $196,572 at 6%; with 100% employer match about $221,144 at 4% or $147,429 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$844,944$35,383$17,692iApproximate average salary by contribution assumption: employee only about $442,288 at 4% or $294,858 at 6%; with 50% employer match about $294,858 at 4% or $196,572 at 6%; with 100% employer match about $221,144 at 4% or $147,429 at 6%.
201012$699,194$7,556$3,778iApproximate average salary by contribution assumption: employee only about $94,450 at 4% or $62,967 at 6%; with 50% employer match about $62,967 at 4% or $41,978 at 6%; with 100% employer match about $47,225 at 4% or $31,483 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$699,194$7,556$3,778iApproximate average salary by contribution assumption: employee only about $94,450 at 4% or $62,967 at 6%; with 50% employer match about $62,967 at 4% or $41,978 at 6%; with 100% employer match about $47,225 at 4% or $31,483 at 6%.
200912$707,516$22,659$11,330iApproximate average salary by contribution assumption: employee only about $283,238 at 4% or $188,825 at 6%; with 50% employer match about $188,825 at 4% or $125,883 at 6%; with 100% employer match about $141,619 at 4% or $94,413 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$707,516$22,659$11,330iApproximate average salary by contribution assumption: employee only about $283,238 at 4% or $188,825 at 6%; with 50% employer match about $188,825 at 4% or $125,883 at 6%; with 100% employer match about $141,619 at 4% or $94,413 at 6%.
200813$0$0-
Baird Self Directed Pension Profit Sharing Plan and Trust-3---
200713$0$0-
Baird Self Directed Pension Profit Sharing Plan and Trust-3---
200613$706,293$38,989$12,996iApproximate average salary by contribution assumption: employee only about $324,908 at 4% or $216,606 at 6%; with 50% employer match about $216,606 at 4% or $144,404 at 6%; with 100% employer match about $162,454 at 4% or $108,303 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-3$706,293$38,989$12,996iApproximate average salary by contribution assumption: employee only about $324,908 at 4% or $216,606 at 6%; with 50% employer match about $216,606 at 4% or $144,404 at 6%; with 100% employer match about $162,454 at 4% or $108,303 at 6%.
200513$594,777$40,228$13,409iApproximate average salary by contribution assumption: employee only about $335,233 at 4% or $223,489 at 6%; with 50% employer match about $223,489 at 4% or $148,993 at 6%; with 100% employer match about $167,617 at 4% or $111,744 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-3$594,777$40,228$13,409iApproximate average salary by contribution assumption: employee only about $335,233 at 4% or $223,489 at 6%; with 50% employer match about $223,489 at 4% or $148,993 at 6%; with 100% employer match about $167,617 at 4% or $111,744 at 6%.
200412$519,929$32,460$16,230iApproximate average salary by contribution assumption: employee only about $405,750 at 4% or $270,500 at 6%; with 50% employer match about $270,500 at 4% or $180,333 at 6%; with 100% employer match about $202,875 at 4% or $135,250 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$519,929$32,460$16,230iApproximate average salary by contribution assumption: employee only about $405,750 at 4% or $270,500 at 6%; with 50% employer match about $270,500 at 4% or $180,333 at 6%; with 100% employer match about $202,875 at 4% or $135,250 at 6%.
200313$455,144$32,595$10,865iApproximate average salary by contribution assumption: employee only about $271,625 at 4% or $181,083 at 6%; with 50% employer match about $181,083 at 4% or $120,722 at 6%; with 100% employer match about $135,813 at 4% or $90,542 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-3$455,144$32,595$10,865iApproximate average salary by contribution assumption: employee only about $271,625 at 4% or $181,083 at 6%; with 50% employer match about $181,083 at 4% or $120,722 at 6%; with 100% employer match about $135,813 at 4% or $90,542 at 6%.
200213$0$0-
Baird Self Directed Pension Profit Sharing Plan and Trust-3---
200113$0$0-
Baird Self Directed Pension Profit Sharing Plan and Trust-3---
200012$389,257$29,745$14,873iApproximate average salary by contribution assumption: employee only about $371,813 at 4% or $247,875 at 6%; with 50% employer match about $247,875 at 4% or $165,250 at 6%; with 100% employer match about $185,906 at 4% or $123,938 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-2$389,257$29,745$14,873iApproximate average salary by contribution assumption: employee only about $371,813 at 4% or $247,875 at 6%; with 50% employer match about $247,875 at 4% or $165,250 at 6%; with 100% employer match about $185,906 at 4% or $123,938 at 6%.
199913$470,428$28,173$9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%.
Baird Self Directed Pension Profit Sharing Plan and Trust-3$470,428$28,173$9,391iApproximate average salary by contribution assumption: employee only about $234,775 at 4% or $156,517 at 6%; with 50% employer match about $156,517 at 4% or $104,344 at 6%; with 100% employer match about $117,388 at 4% or $78,258 at 6%.