Civic Intelligence

Jeff Bauml and Company

Plan context: Jeff Bauml and Company Profit-Sharing Plan

EIN 13-3566142 • Woodstock, NY • 22 filings • 3 plans

P.O. Box 333Woodstock, NY 12498
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$1,384,764

2016 Contributions

$65,000

Historical Graphs

Total Assets Over Time

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

$1,642,323$821,162$0199920082015YearValue
$1,384,764Latest year 2015

Participants Over Time

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

420199920072015YearValue
2Latest year 2015

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
201610$0$0-
Jeff Bauml and Company Profit-Sharing Plan-0$0$0-
201512$1,384,764$0-
Jeff Bauml and Company Profit-Sharing Plan-2$1,384,764$0-
201413$1,642,323$0-
Jeff Bauml and Company Profit-Sharing Plan-3$1,642,323$0-
201313$1,448,944$0-
Jeff Bauml and Company Profit-Sharing Plan-3$1,448,944$0-
201213$1,412,190$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$1,412,190$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201113$1,307,692$63,700$21,233iApproximate average salary by contribution assumption: employee only about $530,833 at 4% or $353,889 at 6%; with 50% employer match about $353,889 at 4% or $235,926 at 6%; with 100% employer match about $265,417 at 4% or $176,944 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$1,307,692$63,700$21,233iApproximate average salary by contribution assumption: employee only about $530,833 at 4% or $353,889 at 6%; with 50% employer match about $353,889 at 4% or $235,926 at 6%; with 100% employer match about $265,417 at 4% or $176,944 at 6%.
201013$1,256,083$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$1,256,083$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
200913$1,062,309$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$1,062,309$49,000$16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%.
200811$788,510$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-1$788,510$22,500$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200711$0$0-
Jeff Bauml and Company Profit-Sharing Plan-1---
200611$925,834$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-1$925,834$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200513$790,065$62,533$20,844iApproximate average salary by contribution assumption: employee only about $521,108 at 4% or $347,406 at 6%; with 50% employer match about $347,406 at 4% or $231,604 at 6%; with 100% employer match about $260,554 at 4% or $173,703 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$790,065$62,533$20,844iApproximate average salary by contribution assumption: employee only about $521,108 at 4% or $347,406 at 6%; with 50% employer match about $347,406 at 4% or $231,604 at 6%; with 100% employer match about $260,554 at 4% or $173,703 at 6%.
200413$713,794$61,334$20,445iApproximate average salary by contribution assumption: employee only about $511,117 at 4% or $340,744 at 6%; with 50% employer match about $340,744 at 4% or $227,163 at 6%; with 100% employer match about $255,558 at 4% or $170,372 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$713,794$61,334$20,445iApproximate average salary by contribution assumption: employee only about $511,117 at 4% or $340,744 at 6%; with 50% employer match about $340,744 at 4% or $227,163 at 6%; with 100% employer match about $255,558 at 4% or $170,372 at 6%.
200313$543,432$56,289$18,763iApproximate average salary by contribution assumption: employee only about $469,075 at 4% or $312,717 at 6%; with 50% employer match about $312,717 at 4% or $208,478 at 6%; with 100% employer match about $234,538 at 4% or $156,358 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$543,432$56,289$18,763iApproximate average salary by contribution assumption: employee only about $469,075 at 4% or $312,717 at 6%; with 50% employer match about $312,717 at 4% or $208,478 at 6%; with 100% employer match about $234,538 at 4% or $156,358 at 6%.
200223$380,528$55,133$18,378iApproximate average salary by contribution assumption: employee only about $459,442 at 4% or $306,294 at 6%; with 50% employer match about $306,294 at 4% or $204,196 at 6%; with 100% employer match about $229,721 at 4% or $153,147 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3$380,528$55,133$18,378iApproximate average salary by contribution assumption: employee only about $459,442 at 4% or $306,294 at 6%; with 50% employer match about $306,294 at 4% or $204,196 at 6%; with 100% employer match about $229,721 at 4% or $153,147 at 6%.
Jeff Bauml and Company Money Purchase Plan-0---
200123$73,844$13,824$4,608iApproximate average salary by contribution assumption: employee only about $115,200 at 4% or $76,800 at 6%; with 50% employer match about $76,800 at 4% or $51,200 at 6%; with 100% employer match about $57,600 at 4% or $38,400 at 6%.
Jeff Bauml and Company Money Purchase Plan-3$73,844$13,824$4,608iApproximate average salary by contribution assumption: employee only about $115,200 at 4% or $76,800 at 6%; with 50% employer match about $76,800 at 4% or $51,200 at 6%; with 100% employer match about $57,600 at 4% or $38,400 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-3---
200024$323,109$50,017$12,504iApproximate average salary by contribution assumption: employee only about $312,606 at 4% or $208,404 at 6%; with 50% employer match about $208,404 at 4% or $138,936 at 6%; with 100% employer match about $156,303 at 4% or $104,202 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-4$262,164$39,526$9,882iApproximate average salary by contribution assumption: employee only about $247,038 at 4% or $164,692 at 6%; with 50% employer match about $164,692 at 4% or $109,794 at 6%; with 100% employer match about $123,519 at 4% or $82,346 at 6%.
Jeff Bauml and Company Money Purchase Plan-4$60,945$10,491$2,623iApproximate average salary by contribution assumption: employee only about $65,569 at 4% or $43,713 at 6%; with 50% employer match about $43,713 at 4% or $29,142 at 6%; with 100% employer match about $32,784 at 4% or $21,856 at 6%.
199924$303,505$52,041$13,010iApproximate average salary by contribution assumption: employee only about $325,256 at 4% or $216,838 at 6%; with 50% employer match about $216,838 at 4% or $144,558 at 6%; with 100% employer match about $162,628 at 4% or $108,419 at 6%.
Jeff Bauml and Company Profit-Sharing Plan-4$251,061$41,835$10,459iApproximate average salary by contribution assumption: employee only about $261,469 at 4% or $174,313 at 6%; with 50% employer match about $174,313 at 4% or $116,208 at 6%; with 100% employer match about $130,734 at 4% or $87,156 at 6%.
Jeff Bauml and Company Money Purchase Plan-4$52,444$10,206$2,552iApproximate average salary by contribution assumption: employee only about $63,788 at 4% or $42,525 at 6%; with 50% employer match about $42,525 at 4% or $28,350 at 6%; with 100% employer match about $31,894 at 4% or $21,263 at 6%.