Civic Intelligence

Baum, Stevens Inc.

Plan context: Baum, Stevens Inc. 401K Profit-Sharing Plan

EIN 13-3258661 • 16 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$913,520

2008 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$1,143,979$571,990$0199920032006YearValue
$913,520Latest year 2006

Participants Over Time

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

1050199920042008YearValue
1Latest year 2008

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
200811$0$0-
Baum, Stevens Inc. 401K Profit-Sharing Plan-1---
200711$0$0-
Baum, Stevens Inc. 401K Profit-Sharing Plan-1---
200612$913,520$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%.
Baum, Stevens Inc. 401K Profit-Sharing Plan-2$913,520$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%.
200512$811,000$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Baum, Stevens Inc. 401K Profit-Sharing Plan-2$811,000$32,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200421$802,449$0-
Baum, Stevens Inc. 401K Profit-Sharing Plan-1$802,449--
Baum, Stevens Inc. Defined Benefit Pension Plan-1---
200326$774,644$1,120$187iApproximate average salary by contribution assumption: employee only about $4,667 at 4% or $3,111 at 6%; with 50% employer match about $3,111 at 4% or $2,074 at 6%; with 100% employer match about $2,333 at 4% or $1,556 at 6%.
Baum, Stevens Inc. 401K Profit-Sharing Plan-6$774,644$1,120$187iApproximate average salary by contribution assumption: employee only about $4,667 at 4% or $3,111 at 6%; with 50% employer match about $3,111 at 4% or $2,074 at 6%; with 100% employer match about $2,333 at 4% or $1,556 at 6%.
Baum, Stevens Inc. Defined Benefit Pension Plan-2---
200223$867,249$27,744$9,248iApproximate average salary by contribution assumption: employee only about $231,200 at 4% or $154,133 at 6%; with 50% employer match about $154,133 at 4% or $102,756 at 6%; with 100% employer match about $115,600 at 4% or $77,067 at 6%.
Baum, Stevens Inc. 401K Profit-Sharing Plan-3$867,249$27,744$9,248iApproximate average salary by contribution assumption: employee only about $231,200 at 4% or $154,133 at 6%; with 50% employer match about $154,133 at 4% or $102,756 at 6%; with 100% employer match about $115,600 at 4% or $77,067 at 6%.
Baum, Stevens Inc. Defined Benefit Pension Plan-3---
2001210$0$0-
Baum, Stevens Inc. 401K Profit-Sharing Plan-10---
Baum, Stevens Inc. Defined Benefit Pension Plan-9---
200026$909,632$92,540$15,423iApproximate average salary by contribution assumption: employee only about $385,583 at 4% or $257,056 at 6%; with 50% employer match about $257,056 at 4% or $171,370 at 6%; with 100% employer match about $192,792 at 4% or $128,528 at 6%.
Baum, Stevens Inc. 401K Profit-Sharing Plan-6$909,632$92,540$15,423iApproximate average salary by contribution assumption: employee only about $385,583 at 4% or $257,056 at 6%; with 50% employer match about $257,056 at 4% or $171,370 at 6%; with 100% employer match about $192,792 at 4% or $128,528 at 6%.
Baum, Stevens Inc. Defined Benefit Pension Plan-5---
199926$1,143,979$131,351$21,892iApproximate average salary by contribution assumption: employee only about $547,296 at 4% or $364,864 at 6%; with 50% employer match about $364,864 at 4% or $243,243 at 6%; with 100% employer match about $273,648 at 4% or $182,432 at 6%.
Baum, Stevens Inc. 401K Profit-Sharing Plan-6$887,201$62,232$10,372iApproximate average salary by contribution assumption: employee only about $259,300 at 4% or $172,867 at 6%; with 50% employer match about $172,867 at 4% or $115,244 at 6%; with 100% employer match about $129,650 at 4% or $86,433 at 6%.
Baum, Stevens Inc. Defined Benefit Pension Plan-4$256,778$69,119$17,280iApproximate average salary by contribution assumption: employee only about $431,994 at 4% or $287,996 at 6%; with 50% employer match about $287,996 at 4% or $191,997 at 6%; with 100% employer match about $215,997 at 4% or $143,998 at 6%.