Civic Intelligence

Baris Financial Management Ltd.

Plan context: Baris Financial Management Ltd. 401(K) Plan

EIN 11-3637516 • Locust Valley, NY • 20 filings • 2 plans

43 Oyster Bay RoadLocust Valley, NY 11560
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,491,542

2024 Contributions

$89,055

Historical Graphs

Total Assets Over Time

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

$1,491,542$745,771$0200320152024YearValue
$1,491,542Latest year 2024

Participants Over Time

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

740200320152024YearValue
7Latest 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
202417$1,491,542$89,055$12,722iApproximate average salary by contribution assumption: employee only about $318,054 at 4% or $212,036 at 6%; with 50% employer match about $212,036 at 4% or $141,357 at 6%; with 100% employer match about $159,027 at 4% or $106,018 at 6%.
Baris Financial Management Ltd. 401(K) Plan-7$1,491,542$89,055$12,722iApproximate average salary by contribution assumption: employee only about $318,054 at 4% or $212,036 at 6%; with 50% employer match about $212,036 at 4% or $141,357 at 6%; with 100% employer match about $159,027 at 4% or $106,018 at 6%.
202315$1,267,624$74,692$14,938iApproximate average salary by contribution assumption: employee only about $373,460 at 4% or $248,973 at 6%; with 50% employer match about $248,973 at 4% or $165,982 at 6%; with 100% employer match about $186,730 at 4% or $124,487 at 6%.
Baris Financial Management Ltd. 401(K) Plan-5$1,267,624$74,692$14,938iApproximate average salary by contribution assumption: employee only about $373,460 at 4% or $248,973 at 6%; with 50% employer match about $248,973 at 4% or $165,982 at 6%; with 100% employer match about $186,730 at 4% or $124,487 at 6%.
202215$1,059,708$68,456$13,691iApproximate average salary by contribution assumption: employee only about $342,280 at 4% or $228,187 at 6%; with 50% employer match about $228,187 at 4% or $152,124 at 6%; with 100% employer match about $171,140 at 4% or $114,093 at 6%.
Baris Financial Management Ltd. 401(K) Plan-5$1,059,708$68,456$13,691iApproximate average salary by contribution assumption: employee only about $342,280 at 4% or $228,187 at 6%; with 50% employer match about $228,187 at 4% or $152,124 at 6%; with 100% employer match about $171,140 at 4% or $114,093 at 6%.
202116$1,142,944$55,441$9,240iApproximate average salary by contribution assumption: employee only about $231,004 at 4% or $154,003 at 6%; with 50% employer match about $154,003 at 4% or $102,669 at 6%; with 100% employer match about $115,502 at 4% or $77,001 at 6%.
Baris Financial Management Ltd. 401(K) Plan-6$1,142,944$55,441$9,240iApproximate average salary by contribution assumption: employee only about $231,004 at 4% or $154,003 at 6%; with 50% employer match about $154,003 at 4% or $102,669 at 6%; with 100% employer match about $115,502 at 4% or $77,001 at 6%.
202016$952,785$58,056$9,676iApproximate average salary by contribution assumption: employee only about $241,900 at 4% or $161,267 at 6%; with 50% employer match about $161,267 at 4% or $107,511 at 6%; with 100% employer match about $120,950 at 4% or $80,633 at 6%.
Baris Financial Management Ltd. 401(K) Plan-6$952,785$58,056$9,676iApproximate average salary by contribution assumption: employee only about $241,900 at 4% or $161,267 at 6%; with 50% employer match about $161,267 at 4% or $107,511 at 6%; with 100% employer match about $120,950 at 4% or $80,633 at 6%.
201916$819,859$72,169$12,028iApproximate average salary by contribution assumption: employee only about $300,704 at 4% or $200,469 at 6%; with 50% employer match about $200,469 at 4% or $133,646 at 6%; with 100% employer match about $150,352 at 4% or $100,235 at 6%.
Baris Financial Management Ltd. 401(K) Plan-6$819,859$72,169$12,028iApproximate average salary by contribution assumption: employee only about $300,704 at 4% or $200,469 at 6%; with 50% employer match about $200,469 at 4% or $133,646 at 6%; with 100% employer match about $150,352 at 4% or $100,235 at 6%.
201816$623,424$39,300$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
Baris Financial Management Ltd. 401(K) Plan-6$623,424$39,300$6,550iApproximate average salary by contribution assumption: employee only about $163,750 at 4% or $109,167 at 6%; with 50% employer match about $109,167 at 4% or $72,778 at 6%; with 100% employer match about $81,875 at 4% or $54,583 at 6%.
201716$625,002$78,557$13,093iApproximate average salary by contribution assumption: employee only about $327,321 at 4% or $218,214 at 6%; with 50% employer match about $218,214 at 4% or $145,476 at 6%; with 100% employer match about $163,660 at 4% or $109,107 at 6%.
Baris Financial Management Ltd. 401(K) Plan-6$625,002$78,557$13,093iApproximate average salary by contribution assumption: employee only about $327,321 at 4% or $218,214 at 6%; with 50% employer match about $218,214 at 4% or $145,476 at 6%; with 100% employer match about $163,660 at 4% or $109,107 at 6%.
201615$488,899$75,679$15,136iApproximate average salary by contribution assumption: employee only about $378,395 at 4% or $252,263 at 6%; with 50% employer match about $252,263 at 4% or $168,176 at 6%; with 100% employer match about $189,198 at 4% or $126,132 at 6%.
Baris Financial Management Ltd. 401(K) Plan-5$488,899$75,679$15,136iApproximate average salary by contribution assumption: employee only about $378,395 at 4% or $252,263 at 6%; with 50% employer match about $252,263 at 4% or $168,176 at 6%; with 100% employer match about $189,198 at 4% or $126,132 at 6%.
201514$377,199$49,045$12,261iApproximate average salary by contribution assumption: employee only about $306,531 at 4% or $204,354 at 6%; with 50% employer match about $204,354 at 4% or $136,236 at 6%; with 100% employer match about $153,266 at 4% or $102,177 at 6%.
Baris Financial Management Ltd. 401(K) Plan-4$377,199$49,045$12,261iApproximate average salary by contribution assumption: employee only about $306,531 at 4% or $204,354 at 6%; with 50% employer match about $204,354 at 4% or $136,236 at 6%; with 100% employer match about $153,266 at 4% or $102,177 at 6%.
201412$333,375$31,995$15,998iApproximate average salary by contribution assumption: employee only about $399,938 at 4% or $266,625 at 6%; with 50% employer match about $266,625 at 4% or $177,750 at 6%; with 100% employer match about $199,969 at 4% or $133,313 at 6%.
Baris Financial Management Ltd. 401(K) Plan-2$333,375$31,995$15,998iApproximate average salary by contribution assumption: employee only about $399,938 at 4% or $266,625 at 6%; with 50% employer match about $266,625 at 4% or $177,750 at 6%; with 100% employer match about $199,969 at 4% or $133,313 at 6%.
201314$342,518$32,322$8,081iApproximate average salary by contribution assumption: employee only about $202,013 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,338 at 6%.
Baris Financial Management Ltd. 401(K) Plan-4$342,518$32,322$8,081iApproximate average salary by contribution assumption: employee only about $202,013 at 4% or $134,675 at 6%; with 50% employer match about $134,675 at 4% or $89,783 at 6%; with 100% employer match about $101,006 at 4% or $67,338 at 6%.
201213$262,680$29,906$9,969iApproximate average salary by contribution assumption: employee only about $249,217 at 4% or $166,144 at 6%; with 50% employer match about $166,144 at 4% or $110,763 at 6%; with 100% employer match about $124,608 at 4% or $83,072 at 6%.
Baris Financial Management Ltd. 401(K) Plan-3$262,680$29,906$9,969iApproximate average salary by contribution assumption: employee only about $249,217 at 4% or $166,144 at 6%; with 50% employer match about $166,144 at 4% or $110,763 at 6%; with 100% employer match about $124,608 at 4% or $83,072 at 6%.
201113$211,559$26,742$8,914iApproximate average salary by contribution assumption: employee only about $222,850 at 4% or $148,567 at 6%; with 50% employer match about $148,567 at 4% or $99,044 at 6%; with 100% employer match about $111,425 at 4% or $74,283 at 6%.
Baris Financial Management Ltd. 401(K) Plan-3$211,559$26,742$8,914iApproximate average salary by contribution assumption: employee only about $222,850 at 4% or $148,567 at 6%; with 50% employer match about $148,567 at 4% or $99,044 at 6%; with 100% employer match about $111,425 at 4% or $74,283 at 6%.
201013$184,552$21,881$7,294iApproximate average salary by contribution assumption: employee only about $182,342 at 4% or $121,561 at 6%; with 50% employer match about $121,561 at 4% or $81,041 at 6%; with 100% employer match about $91,171 at 4% or $60,781 at 6%.
Baris Financial Management Ltd. 401(K) Plan-3$184,552$21,881$7,294iApproximate average salary by contribution assumption: employee only about $182,342 at 4% or $121,561 at 6%; with 50% employer match about $121,561 at 4% or $81,041 at 6%; with 100% employer match about $91,171 at 4% or $60,781 at 6%.
200913$145,573$22,710$7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%.
Baris Financial Management Ltd. 401(K) Plan-3$145,573$22,710$7,570iApproximate average salary by contribution assumption: employee only about $189,250 at 4% or $126,167 at 6%; with 50% employer match about $126,167 at 4% or $84,111 at 6%; with 100% employer match about $94,625 at 4% or $63,083 at 6%.
200714$0$0-
Baris Financial Management Ltd. 401(K) Plan-4---
200614$76,422$23,715$5,929iApproximate average salary by contribution assumption: employee only about $148,219 at 4% or $98,813 at 6%; with 50% employer match about $98,813 at 4% or $65,875 at 6%; with 100% employer match about $74,109 at 4% or $49,406 at 6%.
Baris Financial Management Ltd. 401(K) Plan-4$76,422$23,715$5,929iApproximate average salary by contribution assumption: employee only about $148,219 at 4% or $98,813 at 6%; with 50% employer match about $98,813 at 4% or $65,875 at 6%; with 100% employer match about $74,109 at 4% or $49,406 at 6%.
200512$48,723$23,756$11,878iApproximate average salary by contribution assumption: employee only about $296,950 at 4% or $197,967 at 6%; with 50% employer match about $197,967 at 4% or $131,978 at 6%; with 100% employer match about $148,475 at 4% or $98,983 at 6%.
Baris Financial Management Ltd. 401(K) Plan-2$48,723$23,756$11,878iApproximate average salary by contribution assumption: employee only about $296,950 at 4% or $197,967 at 6%; with 50% employer match about $197,967 at 4% or $131,978 at 6%; with 100% employer match about $148,475 at 4% or $98,983 at 6%.
200312$2,174$2,174$1,087iApproximate average salary by contribution assumption: employee only about $27,175 at 4% or $18,117 at 6%; with 50% employer match about $18,117 at 4% or $12,078 at 6%; with 100% employer match about $13,588 at 4% or $9,058 at 6%.
Baris Financial Management Ltd. 401(K) Plan-2$2,174$2,174$1,087iApproximate average salary by contribution assumption: employee only about $27,175 at 4% or $18,117 at 6%; with 50% employer match about $18,117 at 4% or $12,078 at 6%; with 100% employer match about $13,588 at 4% or $9,058 at 6%.