Phillip H. Baer Ltd
Plan context: Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust
EIN 23-1901288 • Philadelphia, PA • 23 filings • 2 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$1,602,391
2011 Contributions
$394,723
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 0 | $0 | - | - |
| 2010 | 1 | 1 | $1,602,391 | $0 | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 1 | $1,602,391 | - | - |
| 2009 | 1 | 1 | $1,550,545 | $394,723 | $394,723iApproximate average salary by contribution assumption: employee only about $9,868,075 at 4% or $6,578,717 at 6%; with 50% employer match about $6,578,717 at 4% or $4,385,811 at 6%; with 100% employer match about $4,934,038 at 4% or $3,289,358 at 6%. |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 1 | $1,550,545 | $394,723 | $394,723iApproximate average salary by contribution assumption: employee only about $9,868,075 at 4% or $6,578,717 at 6%; with 50% employer match about $6,578,717 at 4% or $4,385,811 at 6%; with 100% employer match about $4,934,038 at 4% or $3,289,358 at 6%. |
| 2008 | 2 | 5 | $7,064,753 | $39,277 | $7,855iApproximate average salary by contribution assumption: employee only about $196,385 at 4% or $130,923 at 6%; with 50% employer match about $130,923 at 4% or $87,282 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%. |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | $5,444,727 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | $1,620,026 | $39,277 | $7,855iApproximate average salary by contribution assumption: employee only about $196,385 at 4% or $130,923 at 6%; with 50% employer match about $130,923 at 4% or $87,282 at 6%; with 100% employer match about $98,193 at 4% or $65,462 at 6%. |
| 2007 | 2 | 5 | $8,194,857 | $0 | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | $6,395,040 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | $1,799,817 | - | - |
| 2006 | 2 | 5 | $7,488,071 | $0 | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | $5,840,671 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | $1,647,400 | - | - |
| 2005 | 2 | 5 | $6,682,467 | $0 | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | $5,149,793 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | $1,532,674 | - | - |
| 2004 | 2 | 6 | $6,468,576 | $0 | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 6 | $4,873,178 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 6 | $1,595,398 | - | - |
| 2003 | 2 | 6 | $5,967,954 | $111,023 | $18,504iApproximate average salary by contribution assumption: employee only about $462,596 at 4% or $308,397 at 6%; with 50% employer match about $308,397 at 4% or $205,598 at 6%; with 100% employer match about $231,298 at 4% or $154,199 at 6%. |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 6 | $4,560,209 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 6 | $1,407,745 | $111,023 | $18,504iApproximate average salary by contribution assumption: employee only about $462,596 at 4% or $308,397 at 6%; with 50% employer match about $308,397 at 4% or $205,598 at 6%; with 100% employer match about $231,298 at 4% or $154,199 at 6%. |
| 2002 | 2 | 6 | $5,421,980 | $0 | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 6 | $4,235,872 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 6 | $1,186,108 | - | - |
| 2001 | 2 | 5 | $1,261,428 | $0 | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | $1,261,428 | - | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | - | - | - |
| 2000 | 2 | 5 | $4,852,601 | $53,482 | $10,696iApproximate average salary by contribution assumption: employee only about $267,410 at 4% or $178,273 at 6%; with 50% employer match about $178,273 at 4% or $118,849 at 6%; with 100% employer match about $133,705 at 4% or $89,137 at 6%. |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | $4,852,601 | $53,482 | $10,696iApproximate average salary by contribution assumption: employee only about $267,410 at 4% or $178,273 at 6%; with 50% employer match about $178,273 at 4% or $118,849 at 6%; with 100% employer match about $133,705 at 4% or $89,137 at 6%. |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | - | - | - |
| 1999 | 2 | 5 | $6,377,696 | $0 | - |
| Phillip H. Baer Ltd. Retirement Plan and Trust | - | 5 | $4,998,536 | - | - |
| Phillip H. Baer Ltd. Defined Benefit Pension Plan and Trust | - | 5 | $1,379,160 | - | - |