Civic Intelligence
Filing

Anthony Baldi 401(K) Profit Sharing Plan & Trust

Anthony Baldi • EIN 16-1583005 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Down

6 → 5

-1 • -16.67%

Assets

Up

$160,557 → $252,552

$91,995 • 57.30%

Investment Management Fee

-

Admin expenses - • Total expenses $9,103

Filing Details

Context
Net investment result
$91,995
Pension payor EIN
16-1470238

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$3,525,999$279,123$25,375iApproximate average salary by contribution assumption: employee only about $634,370 at 4% or $422,914 at 6%; with 50% employer match about $422,914 at 4% or $281,942 at 6%; with 100% employer match about $317,185 at 4% or $211,457 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-11$3,525,999$279,123$25,375iApproximate average salary by contribution assumption: employee only about $634,370 at 4% or $422,914 at 6%; with 50% employer match about $422,914 at 4% or $281,942 at 6%; with 100% employer match about $317,185 at 4% or $211,457 at 6%.
202419$2,778,573$270,860$30,096iApproximate average salary by contribution assumption: employee only about $752,389 at 4% or $501,593 at 6%; with 50% employer match about $501,593 at 4% or $334,395 at 6%; with 100% employer match about $376,194 at 4% or $250,796 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-9$2,778,573$270,860$30,096iApproximate average salary by contribution assumption: employee only about $752,389 at 4% or $501,593 at 6%; with 50% employer match about $501,593 at 4% or $334,395 at 6%; with 100% employer match about $376,194 at 4% or $250,796 at 6%.
202319$2,291,879$256,397$28,489iApproximate average salary by contribution assumption: employee only about $712,214 at 4% or $474,809 at 6%; with 50% employer match about $474,809 at 4% or $316,540 at 6%; with 100% employer match about $356,107 at 4% or $237,405 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-9$2,291,879$256,397$28,489iApproximate average salary by contribution assumption: employee only about $712,214 at 4% or $474,809 at 6%; with 50% employer match about $474,809 at 4% or $316,540 at 6%; with 100% employer match about $356,107 at 4% or $237,405 at 6%.
202217$2,254,140$254,816$36,402iApproximate average salary by contribution assumption: employee only about $910,057 at 4% or $606,705 at 6%; with 50% employer match about $606,705 at 4% or $404,470 at 6%; with 100% employer match about $455,029 at 4% or $303,352 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$2,254,140$254,816$36,402iApproximate average salary by contribution assumption: employee only about $910,057 at 4% or $606,705 at 6%; with 50% employer match about $606,705 at 4% or $404,470 at 6%; with 100% employer match about $455,029 at 4% or $303,352 at 6%.
202118$3,797,325$230,328$28,791iApproximate average salary by contribution assumption: employee only about $719,775 at 4% or $479,850 at 6%; with 50% employer match about $479,850 at 4% or $319,900 at 6%; with 100% employer match about $359,888 at 4% or $239,925 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-8$3,797,325$230,328$28,791iApproximate average salary by contribution assumption: employee only about $719,775 at 4% or $479,850 at 6%; with 50% employer match about $479,850 at 4% or $319,900 at 6%; with 100% employer match about $359,888 at 4% or $239,925 at 6%.
202019$3,288,140$190,094$21,122iApproximate average salary by contribution assumption: employee only about $528,039 at 4% or $352,026 at 6%; with 50% employer match about $352,026 at 4% or $234,684 at 6%; with 100% employer match about $264,019 at 4% or $176,013 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-9$3,288,140$190,094$21,122iApproximate average salary by contribution assumption: employee only about $528,039 at 4% or $352,026 at 6%; with 50% employer match about $352,026 at 4% or $234,684 at 6%; with 100% employer match about $264,019 at 4% or $176,013 at 6%.
201918$2,875,232$185,595$23,199iApproximate average salary by contribution assumption: employee only about $579,984 at 4% or $386,656 at 6%; with 50% employer match about $386,656 at 4% or $257,771 at 6%; with 100% employer match about $289,992 at 4% or $193,328 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-8$2,875,232$185,595$23,199iApproximate average salary by contribution assumption: employee only about $579,984 at 4% or $386,656 at 6%; with 50% employer match about $386,656 at 4% or $257,771 at 6%; with 100% employer match about $289,992 at 4% or $193,328 at 6%.
201817$2,245,197$168,936$24,134iApproximate average salary by contribution assumption: employee only about $603,343 at 4% or $402,229 at 6%; with 50% employer match about $402,229 at 4% or $268,152 at 6%; with 100% employer match about $301,671 at 4% or $201,114 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$2,245,197$168,936$24,134iApproximate average salary by contribution assumption: employee only about $603,343 at 4% or $402,229 at 6%; with 50% employer match about $402,229 at 4% or $268,152 at 6%; with 100% employer match about $301,671 at 4% or $201,114 at 6%.
201717$2,190,142$160,563$22,938iApproximate average salary by contribution assumption: employee only about $573,439 at 4% or $382,293 at 6%; with 50% employer match about $382,293 at 4% or $254,862 at 6%; with 100% employer match about $286,720 at 4% or $191,146 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$2,190,142$160,563$22,938iApproximate average salary by contribution assumption: employee only about $573,439 at 4% or $382,293 at 6%; with 50% employer match about $382,293 at 4% or $254,862 at 6%; with 100% employer match about $286,720 at 4% or $191,146 at 6%.
201617$1,850,935$174,591$24,942iApproximate average salary by contribution assumption: employee only about $623,539 at 4% or $415,693 at 6%; with 50% employer match about $415,693 at 4% or $277,129 at 6%; with 100% employer match about $311,770 at 4% or $207,846 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$1,850,935$174,591$24,942iApproximate average salary by contribution assumption: employee only about $623,539 at 4% or $415,693 at 6%; with 50% employer match about $415,693 at 4% or $277,129 at 6%; with 100% employer match about $311,770 at 4% or $207,846 at 6%.
201516$1,580,998$166,416$27,736iApproximate average salary by contribution assumption: employee only about $693,400 at 4% or $462,267 at 6%; with 50% employer match about $462,267 at 4% or $308,178 at 6%; with 100% employer match about $346,700 at 4% or $231,133 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-6$1,580,998$166,416$27,736iApproximate average salary by contribution assumption: employee only about $693,400 at 4% or $462,267 at 6%; with 50% employer match about $462,267 at 4% or $308,178 at 6%; with 100% employer match about $346,700 at 4% or $231,133 at 6%.
201417$1,435,998$154,459$22,066iApproximate average salary by contribution assumption: employee only about $551,639 at 4% or $367,760 at 6%; with 50% employer match about $367,760 at 4% or $245,173 at 6%; with 100% employer match about $275,820 at 4% or $183,880 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$1,435,998$154,459$22,066iApproximate average salary by contribution assumption: employee only about $551,639 at 4% or $367,760 at 6%; with 50% employer match about $367,760 at 4% or $245,173 at 6%; with 100% employer match about $275,820 at 4% or $183,880 at 6%.
201317$1,210,750$141,134$20,162iApproximate average salary by contribution assumption: employee only about $504,050 at 4% or $336,033 at 6%; with 50% employer match about $336,033 at 4% or $224,022 at 6%; with 100% employer match about $252,025 at 4% or $168,017 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$1,210,750$141,134$20,162iApproximate average salary by contribution assumption: employee only about $504,050 at 4% or $336,033 at 6%; with 50% employer match about $336,033 at 4% or $224,022 at 6%; with 100% employer match about $252,025 at 4% or $168,017 at 6%.
201217$863,749$131,136$18,734iApproximate average salary by contribution assumption: employee only about $468,343 at 4% or $312,229 at 6%; with 50% employer match about $312,229 at 4% or $208,152 at 6%; with 100% employer match about $234,171 at 4% or $156,114 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$863,749$131,136$18,734iApproximate average salary by contribution assumption: employee only about $468,343 at 4% or $312,229 at 6%; with 50% employer match about $312,229 at 4% or $208,152 at 6%; with 100% employer match about $234,171 at 4% or $156,114 at 6%.
201117$643,968$113,378$16,197iApproximate average salary by contribution assumption: employee only about $404,921 at 4% or $269,948 at 6%; with 50% employer match about $269,948 at 4% or $179,965 at 6%; with 100% employer match about $202,461 at 4% or $134,974 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-7$643,968$113,378$16,197iApproximate average salary by contribution assumption: employee only about $404,921 at 4% or $269,948 at 6%; with 50% employer match about $269,948 at 4% or $179,965 at 6%; with 100% employer match about $202,461 at 4% or $134,974 at 6%.
201015$571,513$56,753$11,351iApproximate average salary by contribution assumption: employee only about $283,765 at 4% or $189,177 at 6%; with 50% employer match about $189,177 at 4% or $126,118 at 6%; with 100% employer match about $141,883 at 4% or $94,588 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-5$571,513$56,753$11,351iApproximate average salary by contribution assumption: employee only about $283,765 at 4% or $189,177 at 6%; with 50% employer match about $189,177 at 4% or $126,118 at 6%; with 100% employer match about $141,883 at 4% or $94,588 at 6%.
200916$452,438$57,164$9,527iApproximate average salary by contribution assumption: employee only about $238,183 at 4% or $158,789 at 6%; with 50% employer match about $158,789 at 4% or $105,859 at 6%; with 100% employer match about $119,092 at 4% or $79,394 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-6$452,438$57,164$9,527iApproximate average salary by contribution assumption: employee only about $238,183 at 4% or $158,789 at 6%; with 50% employer match about $158,789 at 4% or $105,859 at 6%; with 100% employer match about $119,092 at 4% or $79,394 at 6%.
200816$312,778$97,846$16,308iApproximate average salary by contribution assumption: employee only about $407,692 at 4% or $271,794 at 6%; with 50% employer match about $271,794 at 4% or $181,196 at 6%; with 100% employer match about $203,846 at 4% or $135,897 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-6$312,778$97,846$16,308iApproximate average salary by contribution assumption: employee only about $407,692 at 4% or $271,794 at 6%; with 50% employer match about $271,794 at 4% or $181,196 at 6%; with 100% employer match about $203,846 at 4% or $135,897 at 6%.
200716$368,947$84,294$14,049iApproximate average salary by contribution assumption: employee only about $351,225 at 4% or $234,150 at 6%; with 50% employer match about $234,150 at 4% or $156,100 at 6%; with 100% employer match about $175,613 at 4% or $117,075 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-6$368,947$84,294$14,049iApproximate average salary by contribution assumption: employee only about $351,225 at 4% or $234,150 at 6%; with 50% employer match about $234,150 at 4% or $156,100 at 6%; with 100% employer match about $175,613 at 4% or $117,075 at 6%.
200615$252,552$77,645$15,529iApproximate average salary by contribution assumption: employee only about $388,225 at 4% or $258,817 at 6%; with 50% employer match about $258,817 at 4% or $172,544 at 6%; with 100% employer match about $194,113 at 4% or $129,408 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & TrustCurrent5$252,552$77,645$15,529iApproximate average salary by contribution assumption: employee only about $388,225 at 4% or $258,817 at 6%; with 50% employer match about $258,817 at 4% or $172,544 at 6%; with 100% employer match about $194,113 at 4% or $129,408 at 6%.
200515$160,557$67,032$13,406iApproximate average salary by contribution assumption: employee only about $335,160 at 4% or $223,440 at 6%; with 50% employer match about $223,440 at 4% or $148,960 at 6%; with 100% employer match about $167,580 at 4% or $111,720 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-5$160,557$67,032$13,406iApproximate average salary by contribution assumption: employee only about $335,160 at 4% or $223,440 at 6%; with 50% employer match about $223,440 at 4% or $148,960 at 6%; with 100% employer match about $167,580 at 4% or $111,720 at 6%.
200414$85,859$70,481$17,620iApproximate average salary by contribution assumption: employee only about $440,506 at 4% or $293,671 at 6%; with 50% employer match about $293,671 at 4% or $195,781 at 6%; with 100% employer match about $220,253 at 4% or $146,835 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-4$85,859$70,481$17,620iApproximate average salary by contribution assumption: employee only about $440,506 at 4% or $293,671 at 6%; with 50% employer match about $293,671 at 4% or $195,781 at 6%; with 100% employer match about $220,253 at 4% or $146,835 at 6%.
200314$11,706$11,416$2,854iApproximate average salary by contribution assumption: employee only about $71,350 at 4% or $47,567 at 6%; with 50% employer match about $47,567 at 4% or $31,711 at 6%; with 100% employer match about $35,675 at 4% or $23,783 at 6%.
Anthony Baldi 401(K) Profit Sharing Plan & Trust-4$11,706$11,416$2,854iApproximate average salary by contribution assumption: employee only about $71,350 at 4% or $47,567 at 6%; with 50% employer match about $47,567 at 4% or $31,711 at 6%; with 100% employer match about $35,675 at 4% or $23,783 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$252,552$91,995 change

Balance Sheet

Beginning and end of plan year.

Total assets$160,557$252,552Increase +$91,995 (57.30%)
Total liabilities$0$0No change $0
Net assets$160,557$252,552Increase +$91,995 (57.30%)

Contributions

Employer contributions$49,226
Participant contributions$28,419
Other contributions$0

Income & Expenses

Total income$101,098
Total expenses$9,103
Net income$91,995
Source fields
Schedule I source fields
Filing Id
84037220080557
Schedule I EIN
16-1583005
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$160,557
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$160,557
Small plan total assets at end of year
$252,552
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$252,552
Small plan employer contributions
$49,226
Small plan participant contributions
$28,419
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$23,453
Small plan total income
$101,098
Small plan total benefit distributions
$9,068
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$35
Small plan total expenses
$9,103
Small plan net income or loss
$91,995
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$20,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN16-1470238

Transfers

Distributed property value$0
Schedule R source fields
Payor 16-1470238
Filing Id
84037220080557
Schedule R EIN
16-1583005
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
16-1470238
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
3