Civic Intelligence

Baum & Beaulieu Associates Inc.

Plan context: BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST

EIN 20-3856165 • Great River, NY • 16 filings • 3 plans

46 Oconnell CTBox 582Great River, NY 11739
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,171,165

2024 Contributions

$105,339

Historical Graphs

Total Assets Over Time

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

$1,868,924$934,462$0200620182024YearValue
$1,171,165Latest year 2024

Participants Over Time

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

1050200620172024YearValue
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$1,171,165$105,339$15,048iApproximate average salary by contribution assumption: employee only about $376,211 at 4% or $250,807 at 6%; with 50% employer match about $250,807 at 4% or $167,205 at 6%; with 100% employer match about $188,105 at 4% or $125,404 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-7$1,171,165$105,339$15,048iApproximate average salary by contribution assumption: employee only about $376,211 at 4% or $250,807 at 6%; with 50% employer match about $250,807 at 4% or $167,205 at 6%; with 100% employer match about $188,105 at 4% or $125,404 at 6%.
202317$949,173$94,874$13,553iApproximate average salary by contribution assumption: employee only about $338,836 at 4% or $225,890 at 6%; with 50% employer match about $225,890 at 4% or $150,594 at 6%; with 100% employer match about $169,418 at 4% or $112,945 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-7$949,173$94,874$13,553iApproximate average salary by contribution assumption: employee only about $338,836 at 4% or $225,890 at 6%; with 50% employer match about $225,890 at 4% or $150,594 at 6%; with 100% employer match about $169,418 at 4% or $112,945 at 6%.
202217$720,434$89,630$12,804iApproximate average salary by contribution assumption: employee only about $320,107 at 4% or $213,405 at 6%; with 50% employer match about $213,405 at 4% or $142,270 at 6%; with 100% employer match about $160,054 at 4% or $106,702 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-7$720,434$89,630$12,804iApproximate average salary by contribution assumption: employee only about $320,107 at 4% or $213,405 at 6%; with 50% employer match about $213,405 at 4% or $142,270 at 6%; with 100% employer match about $160,054 at 4% or $106,702 at 6%.
202117$760,229$85,096$12,157iApproximate average salary by contribution assumption: employee only about $303,914 at 4% or $202,610 at 6%; with 50% employer match about $202,610 at 4% or $135,073 at 6%; with 100% employer match about $151,957 at 4% or $101,305 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-7$760,229$85,096$12,157iApproximate average salary by contribution assumption: employee only about $303,914 at 4% or $202,610 at 6%; with 50% employer match about $202,610 at 4% or $135,073 at 6%; with 100% employer match about $151,957 at 4% or $101,305 at 6%.
202016$574,148$85,091$14,182iApproximate average salary by contribution assumption: employee only about $354,546 at 4% or $236,364 at 6%; with 50% employer match about $236,364 at 4% or $157,576 at 6%; with 100% employer match about $177,273 at 4% or $118,182 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-6$574,148$85,091$14,182iApproximate average salary by contribution assumption: employee only about $354,546 at 4% or $236,364 at 6%; with 50% employer match about $236,364 at 4% or $157,576 at 6%; with 100% employer match about $177,273 at 4% or $118,182 at 6%.
201916$416,828$87,333$14,556iApproximate average salary by contribution assumption: employee only about $363,888 at 4% or $242,592 at 6%; with 50% employer match about $242,592 at 4% or $161,728 at 6%; with 100% employer match about $181,944 at 4% or $121,296 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-6$416,828$87,333$14,556iApproximate average salary by contribution assumption: employee only about $363,888 at 4% or $242,592 at 6%; with 50% employer match about $242,592 at 4% or $161,728 at 6%; with 100% employer match about $181,944 at 4% or $121,296 at 6%.
201814$261,464$52,356$13,089iApproximate average salary by contribution assumption: employee only about $327,225 at 4% or $218,150 at 6%; with 50% employer match about $218,150 at 4% or $145,433 at 6%; with 100% employer match about $163,613 at 4% or $109,075 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-4$261,464$52,356$13,089iApproximate average salary by contribution assumption: employee only about $327,225 at 4% or $218,150 at 6%; with 50% employer match about $218,150 at 4% or $145,433 at 6%; with 100% employer match about $163,613 at 4% or $109,075 at 6%.
201714$231,567$51,013$12,753iApproximate average salary by contribution assumption: employee only about $318,831 at 4% or $212,554 at 6%; with 50% employer match about $212,554 at 4% or $141,703 at 6%; with 100% employer match about $159,416 at 4% or $106,277 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-4$231,567$51,013$12,753iApproximate average salary by contribution assumption: employee only about $318,831 at 4% or $212,554 at 6%; with 50% employer match about $212,554 at 4% or $141,703 at 6%; with 100% employer match about $159,416 at 4% or $106,277 at 6%.
201613$148,658$26,357$8,786iApproximate average salary by contribution assumption: employee only about $219,642 at 4% or $146,428 at 6%; with 50% employer match about $146,428 at 4% or $97,619 at 6%; with 100% employer match about $109,821 at 4% or $73,214 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-3$148,658$26,357$8,786iApproximate average salary by contribution assumption: employee only about $219,642 at 4% or $146,428 at 6%; with 50% employer match about $146,428 at 4% or $97,619 at 6%; with 100% employer match about $109,821 at 4% or $73,214 at 6%.
201513$110,035$27,394$9,131iApproximate average salary by contribution assumption: employee only about $228,283 at 4% or $152,189 at 6%; with 50% employer match about $152,189 at 4% or $101,459 at 6%; with 100% employer match about $114,142 at 4% or $76,094 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-3$110,035$27,394$9,131iApproximate average salary by contribution assumption: employee only about $228,283 at 4% or $152,189 at 6%; with 50% employer match about $152,189 at 4% or $101,459 at 6%; with 100% employer match about $114,142 at 4% or $76,094 at 6%.
201413$84,417$28,885$9,628iApproximate average salary by contribution assumption: employee only about $240,708 at 4% or $160,472 at 6%; with 50% employer match about $160,472 at 4% or $106,981 at 6%; with 100% employer match about $120,354 at 4% or $80,236 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-3$84,417$28,885$9,628iApproximate average salary by contribution assumption: employee only about $240,708 at 4% or $160,472 at 6%; with 50% employer match about $160,472 at 4% or $106,981 at 6%; with 100% employer match about $120,354 at 4% or $80,236 at 6%.
201313$50,936$28,431$9,477iApproximate average salary by contribution assumption: employee only about $236,925 at 4% or $157,950 at 6%; with 50% employer match about $157,950 at 4% or $105,300 at 6%; with 100% employer match about $118,463 at 4% or $78,975 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-3$50,936$28,431$9,477iApproximate average salary by contribution assumption: employee only about $236,925 at 4% or $157,950 at 6%; with 50% employer match about $157,950 at 4% or $105,300 at 6%; with 100% employer match about $118,463 at 4% or $78,975 at 6%.
201211$14,953$14,511$14,511iApproximate average salary by contribution assumption: employee only about $362,775 at 4% or $241,850 at 6%; with 50% employer match about $241,850 at 4% or $161,233 at 6%; with 100% employer match about $181,388 at 4% or $120,925 at 6%.
BAUM & BEAULIEU ASSOCIATES INC. RETIREMENT TRUST-1$14,953$14,511$14,511iApproximate average salary by contribution assumption: employee only about $362,775 at 4% or $241,850 at 6%; with 50% employer match about $241,850 at 4% or $161,233 at 6%; with 100% employer match about $181,388 at 4% or $120,925 at 6%.
200810$0$0-
Baum & Beaulieu Associates Defined Benefit Pensionplan-0---
2007110$0$0-
Baum & Beaulieu Associates Defined Benefit Pensionplan-10---
200616$1,868,924$47,744$7,957iApproximate average salary by contribution assumption: employee only about $198,933 at 4% or $132,622 at 6%; with 50% employer match about $132,622 at 4% or $88,415 at 6%; with 100% employer match about $99,467 at 4% or $66,311 at 6%.
Baum & Beaulieu Associates Defined Benefit Pensionplan-6$1,868,924$47,744$7,957iApproximate average salary by contribution assumption: employee only about $198,933 at 4% or $132,622 at 6%; with 50% employer match about $132,622 at 4% or $88,415 at 6%; with 100% employer match about $99,467 at 4% or $66,311 at 6%.