Civic Intelligence

Adam J. Bard MD LLC

Plan context: Adam J. Bard MD LLC 401(K) Profit Sharing Plan

EIN 20-3977446 • Fairfield, CT • 24 filings • 3 plans

2150 Black Rock Tpke.Fairfield, CT 06825
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$4,866,657

2024 Contributions

$464,914

Historical Graphs

Total Assets Over Time

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

$4,866,657$2,433,329$0200820162024YearValue
$4,866,657Latest year 2024

Participants Over Time

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

1160200720162024YearValue
11Latest 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
2024211$4,866,657$464,914$42,265iApproximate average salary by contribution assumption: employee only about $1,056,623 at 4% or $704,415 at 6%; with 50% employer match about $704,415 at 4% or $469,610 at 6%; with 100% employer match about $528,311 at 4% or $352,208 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-11$2,659,731$92,363$8,397iApproximate average salary by contribution assumption: employee only about $209,916 at 4% or $139,944 at 6%; with 50% employer match about $139,944 at 4% or $93,296 at 6%; with 100% employer match about $104,958 at 4% or $69,972 at 6%.
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN-8$2,206,926$372,551$46,569iApproximate average salary by contribution assumption: employee only about $1,164,222 at 4% or $776,148 at 6%; with 50% employer match about $776,148 at 4% or $517,432 at 6%; with 100% employer match about $582,111 at 4% or $388,074 at 6%.
2023211$3,772,605$456,555$41,505iApproximate average salary by contribution assumption: employee only about $1,037,625 at 4% or $691,750 at 6%; with 50% employer match about $691,750 at 4% or $461,167 at 6%; with 100% employer match about $518,813 at 4% or $345,875 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-11$2,064,981$86,163$7,833iApproximate average salary by contribution assumption: employee only about $195,825 at 4% or $130,550 at 6%; with 50% employer match about $130,550 at 4% or $87,033 at 6%; with 100% employer match about $97,913 at 4% or $65,275 at 6%.
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN-7$1,707,624$370,392$52,913iApproximate average salary by contribution assumption: employee only about $1,322,829 at 4% or $881,886 at 6%; with 50% employer match about $881,886 at 4% or $587,924 at 6%; with 100% employer match about $661,414 at 4% or $440,943 at 6%.
2022211$2,585,031$419,512$38,137iApproximate average salary by contribution assumption: employee only about $953,436 at 4% or $635,624 at 6%; with 50% employer match about $635,624 at 4% or $423,749 at 6%; with 100% employer match about $476,718 at 4% or $317,812 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-11$1,380,733$84,512$7,683iApproximate average salary by contribution assumption: employee only about $192,073 at 4% or $128,048 at 6%; with 50% employer match about $128,048 at 4% or $85,366 at 6%; with 100% employer match about $96,036 at 4% or $64,024 at 6%.
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN-5$1,204,298$335,000$67,000iApproximate average salary by contribution assumption: employee only about $1,675,000 at 4% or $1,116,667 at 6%; with 50% employer match about $1,116,667 at 4% or $744,444 at 6%; with 100% employer match about $837,500 at 4% or $558,333 at 6%.
2021210$2,807,619$377,206$37,721iApproximate average salary by contribution assumption: employee only about $943,015 at 4% or $628,677 at 6%; with 50% employer match about $628,677 at 4% or $419,118 at 6%; with 100% employer match about $471,508 at 4% or $314,338 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-10$1,940,130$102,206$10,221iApproximate average salary by contribution assumption: employee only about $255,515 at 4% or $170,343 at 6%; with 50% employer match about $170,343 at 4% or $113,562 at 6%; with 100% employer match about $127,758 at 4% or $85,172 at 6%.
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN-4$867,489$275,000$68,750iApproximate average salary by contribution assumption: employee only about $1,718,750 at 4% or $1,145,833 at 6%; with 50% employer match about $1,145,833 at 4% or $763,889 at 6%; with 100% employer match about $859,375 at 4% or $572,917 at 6%.
202028$2,165,500$395,606$49,451iApproximate average salary by contribution assumption: employee only about $1,236,269 at 4% or $824,179 at 6%; with 50% employer match about $824,179 at 4% or $549,453 at 6%; with 100% employer match about $618,134 at 4% or $412,090 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-8$1,615,001$45,606$5,701iApproximate average salary by contribution assumption: employee only about $142,519 at 4% or $95,013 at 6%; with 50% employer match about $95,013 at 4% or $63,342 at 6%; with 100% employer match about $71,259 at 4% or $47,506 at 6%.
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN-2$550,499$350,000$175,000iApproximate average salary by contribution assumption: employee only about $4,375,000 at 4% or $2,916,667 at 6%; with 50% employer match about $2,916,667 at 4% or $1,944,444 at 6%; with 100% employer match about $2,187,500 at 4% or $1,458,333 at 6%.
201929$1,259,299$254,779$28,309iApproximate average salary by contribution assumption: employee only about $707,719 at 4% or $471,813 at 6%; with 50% employer match about $471,813 at 4% or $314,542 at 6%; with 100% employer match about $353,860 at 4% or $235,906 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-9$1,085,998$81,478$9,053iApproximate average salary by contribution assumption: employee only about $226,328 at 4% or $150,885 at 6%; with 50% employer match about $150,885 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
ADAM J. BARD MD LLC DEFINED BENEFIT PLAN-3$173,301$173,301$57,767iApproximate average salary by contribution assumption: employee only about $1,444,175 at 4% or $962,783 at 6%; with 50% employer match about $962,783 at 4% or $641,856 at 6%; with 100% employer match about $722,088 at 4% or $481,392 at 6%.
201816$807,411$80,901$13,484iApproximate average salary by contribution assumption: employee only about $337,088 at 4% or $224,725 at 6%; with 50% employer match about $224,725 at 4% or $149,817 at 6%; with 100% employer match about $168,544 at 4% or $112,363 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-6$807,411$80,901$13,484iApproximate average salary by contribution assumption: employee only about $337,088 at 4% or $224,725 at 6%; with 50% employer match about $224,725 at 4% or $149,817 at 6%; with 100% employer match about $168,544 at 4% or $112,363 at 6%.
201716$791,128$87,353$14,559iApproximate average salary by contribution assumption: employee only about $363,971 at 4% or $242,647 at 6%; with 50% employer match about $242,647 at 4% or $161,765 at 6%; with 100% employer match about $181,985 at 4% or $121,324 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-6$791,128$87,353$14,559iApproximate average salary by contribution assumption: employee only about $363,971 at 4% or $242,647 at 6%; with 50% employer match about $242,647 at 4% or $161,765 at 6%; with 100% employer match about $181,985 at 4% or $121,324 at 6%.
201617$656,148$81,926$11,704iApproximate average salary by contribution assumption: employee only about $292,593 at 4% or $195,062 at 6%; with 50% employer match about $195,062 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-7$656,148$81,926$11,704iApproximate average salary by contribution assumption: employee only about $292,593 at 4% or $195,062 at 6%; with 50% employer match about $195,062 at 4% or $130,041 at 6%; with 100% employer match about $146,296 at 4% or $97,531 at 6%.
201517$530,498$81,999$11,714iApproximate average salary by contribution assumption: employee only about $292,854 at 4% or $195,236 at 6%; with 50% employer match about $195,236 at 4% or $130,157 at 6%; with 100% employer match about $146,427 at 4% or $97,618 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-7$530,498$81,999$11,714iApproximate average salary by contribution assumption: employee only about $292,854 at 4% or $195,236 at 6%; with 50% employer match about $195,236 at 4% or $130,157 at 6%; with 100% employer match about $146,427 at 4% or $97,618 at 6%.
201416$435,458$85,780$14,297iApproximate average salary by contribution assumption: employee only about $357,417 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,708 at 4% or $119,139 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-6$435,458$85,780$14,297iApproximate average salary by contribution assumption: employee only about $357,417 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,708 at 4% or $119,139 at 6%.
201315$326,256$78,646$15,729iApproximate average salary by contribution assumption: employee only about $393,230 at 4% or $262,153 at 6%; with 50% employer match about $262,153 at 4% or $174,769 at 6%; with 100% employer match about $196,615 at 4% or $131,077 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-5$326,256$78,646$15,729iApproximate average salary by contribution assumption: employee only about $393,230 at 4% or $262,153 at 6%; with 50% employer match about $262,153 at 4% or $174,769 at 6%; with 100% employer match about $196,615 at 4% or $131,077 at 6%.
201214$212,406$73,325$18,331iApproximate average salary by contribution assumption: employee only about $458,281 at 4% or $305,521 at 6%; with 50% employer match about $305,521 at 4% or $203,681 at 6%; with 100% employer match about $229,141 at 4% or $152,760 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-4$212,406$73,325$18,331iApproximate average salary by contribution assumption: employee only about $458,281 at 4% or $305,521 at 6%; with 50% employer match about $305,521 at 4% or $203,681 at 6%; with 100% employer match about $229,141 at 4% or $152,760 at 6%.
201114$131,306$33,215$8,304iApproximate average salary by contribution assumption: employee only about $207,594 at 4% or $138,396 at 6%; with 50% employer match about $138,396 at 4% or $92,264 at 6%; with 100% employer match about $103,797 at 4% or $69,198 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-4$131,306$33,215$8,304iApproximate average salary by contribution assumption: employee only about $207,594 at 4% or $138,396 at 6%; with 50% employer match about $138,396 at 4% or $92,264 at 6%; with 100% employer match about $103,797 at 4% or $69,198 at 6%.
201013$100,499$23,421$7,807iApproximate average salary by contribution assumption: employee only about $195,175 at 4% or $130,117 at 6%; with 50% employer match about $130,117 at 4% or $86,744 at 6%; with 100% employer match about $97,588 at 4% or $65,058 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-3$100,499$23,421$7,807iApproximate average salary by contribution assumption: employee only about $195,175 at 4% or $130,117 at 6%; with 50% employer match about $130,117 at 4% or $86,744 at 6%; with 100% employer match about $97,588 at 4% or $65,058 at 6%.
200914$76,327$25,793$6,448iApproximate average salary by contribution assumption: employee only about $161,206 at 4% or $107,471 at 6%; with 50% employer match about $107,471 at 4% or $71,647 at 6%; with 100% employer match about $80,603 at 4% or $53,735 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-4$76,327$25,793$6,448iApproximate average salary by contribution assumption: employee only about $161,206 at 4% or $107,471 at 6%; with 50% employer match about $107,471 at 4% or $71,647 at 6%; with 100% employer match about $80,603 at 4% or $53,735 at 6%.
200814$41,043$9,435$2,359iApproximate average salary by contribution assumption: employee only about $58,969 at 4% or $39,313 at 6%; with 50% employer match about $39,313 at 4% or $26,208 at 6%; with 100% employer match about $29,484 at 4% or $19,656 at 6%.
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-4$41,043$9,435$2,359iApproximate average salary by contribution assumption: employee only about $58,969 at 4% or $39,313 at 6%; with 50% employer match about $39,313 at 4% or $26,208 at 6%; with 100% employer match about $29,484 at 4% or $19,656 at 6%.
200713$0$0-
Adam J. Bard MD LLC 401(K) Profit Sharing Plan-3---