Wilson Baum Agency Inc.
Plan context: Wilson Baum Agency Inc. 401K Profit Sharing Plan
EIN 25-1116438 • Mc Keesport, PA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$536,137
2024 Contributions
$18,065
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $536,137 | $18,065 | $4,516iApproximate average salary by contribution assumption: employee only about $112,906 at 4% or $75,271 at 6%; with 50% employer match about $75,271 at 4% or $50,181 at 6%; with 100% employer match about $56,453 at 4% or $37,635 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 4 | $536,137 | $18,065 | $4,516iApproximate average salary by contribution assumption: employee only about $112,906 at 4% or $75,271 at 6%; with 50% employer match about $75,271 at 4% or $50,181 at 6%; with 100% employer match about $56,453 at 4% or $37,635 at 6%. |
| 2023 | 1 | 5 | $475,563 | $17,171 | $3,434iApproximate average salary by contribution assumption: employee only about $85,855 at 4% or $57,237 at 6%; with 50% employer match about $57,237 at 4% or $38,158 at 6%; with 100% employer match about $42,928 at 4% or $28,618 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 5 | $475,563 | $17,171 | $3,434iApproximate average salary by contribution assumption: employee only about $85,855 at 4% or $57,237 at 6%; with 50% employer match about $57,237 at 4% or $38,158 at 6%; with 100% employer match about $42,928 at 4% or $28,618 at 6%. |
| 2022 | 1 | 5 | $400,508 | $16,602 | $3,320iApproximate average salary by contribution assumption: employee only about $83,010 at 4% or $55,340 at 6%; with 50% employer match about $55,340 at 4% or $36,893 at 6%; with 100% employer match about $41,505 at 4% or $27,670 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 5 | $400,508 | $16,602 | $3,320iApproximate average salary by contribution assumption: employee only about $83,010 at 4% or $55,340 at 6%; with 50% employer match about $55,340 at 4% or $36,893 at 6%; with 100% employer match about $41,505 at 4% or $27,670 at 6%. |
| 2021 | 1 | 6 | $663,781 | $21,122 | $3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,115 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 6 | $663,781 | $21,122 | $3,520iApproximate average salary by contribution assumption: employee only about $88,008 at 4% or $58,672 at 6%; with 50% employer match about $58,672 at 4% or $39,115 at 6%; with 100% employer match about $44,004 at 4% or $29,336 at 6%. |
| 2020 | 1 | 5 | $602,256 | $22,432 | $4,486iApproximate average salary by contribution assumption: employee only about $112,160 at 4% or $74,773 at 6%; with 50% employer match about $74,773 at 4% or $49,849 at 6%; with 100% employer match about $56,080 at 4% or $37,387 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 5 | $602,256 | $22,432 | $4,486iApproximate average salary by contribution assumption: employee only about $112,160 at 4% or $74,773 at 6%; with 50% employer match about $74,773 at 4% or $49,849 at 6%; with 100% employer match about $56,080 at 4% or $37,387 at 6%. |
| 2019 | 1 | 5 | $492,742 | $21,939 | $4,388iApproximate average salary by contribution assumption: employee only about $109,695 at 4% or $73,130 at 6%; with 50% employer match about $73,130 at 4% or $48,753 at 6%; with 100% employer match about $54,848 at 4% or $36,565 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 5 | $492,742 | $21,939 | $4,388iApproximate average salary by contribution assumption: employee only about $109,695 at 4% or $73,130 at 6%; with 50% employer match about $73,130 at 4% or $48,753 at 6%; with 100% employer match about $54,848 at 4% or $36,565 at 6%. |
| 2018 | 1 | 5 | $404,634 | $24,734 | $4,947iApproximate average salary by contribution assumption: employee only about $123,670 at 4% or $82,447 at 6%; with 50% employer match about $82,447 at 4% or $54,964 at 6%; with 100% employer match about $61,835 at 4% or $41,223 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 5 | $404,634 | $24,734 | $4,947iApproximate average salary by contribution assumption: employee only about $123,670 at 4% or $82,447 at 6%; with 50% employer match about $82,447 at 4% or $54,964 at 6%; with 100% employer match about $61,835 at 4% or $41,223 at 6%. |
| 2017 | 1 | 6 | $449,344 | $24,530 | $4,088iApproximate average salary by contribution assumption: employee only about $102,208 at 4% or $68,139 at 6%; with 50% employer match about $68,139 at 4% or $45,426 at 6%; with 100% employer match about $51,104 at 4% or $34,069 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 6 | $449,344 | $24,530 | $4,088iApproximate average salary by contribution assumption: employee only about $102,208 at 4% or $68,139 at 6%; with 50% employer match about $68,139 at 4% or $45,426 at 6%; with 100% employer match about $51,104 at 4% or $34,069 at 6%. |
| 2016 | 1 | 6 | $370,839 | $26,559 | $4,427iApproximate average salary by contribution assumption: employee only about $110,663 at 4% or $73,775 at 6%; with 50% employer match about $73,775 at 4% or $49,183 at 6%; with 100% employer match about $55,331 at 4% or $36,888 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 6 | $370,839 | $26,559 | $4,427iApproximate average salary by contribution assumption: employee only about $110,663 at 4% or $73,775 at 6%; with 50% employer match about $73,775 at 4% or $49,183 at 6%; with 100% employer match about $55,331 at 4% or $36,888 at 6%. |
| 2015 | 1 | 6 | $327,106 | $19,334 | $3,222iApproximate average salary by contribution assumption: employee only about $80,558 at 4% or $53,706 at 6%; with 50% employer match about $53,706 at 4% or $35,804 at 6%; with 100% employer match about $40,279 at 4% or $26,853 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 6 | $327,106 | $19,334 | $3,222iApproximate average salary by contribution assumption: employee only about $80,558 at 4% or $53,706 at 6%; with 50% employer match about $53,706 at 4% or $35,804 at 6%; with 100% employer match about $40,279 at 4% or $26,853 at 6%. |
| 2014 | 1 | 6 | $323,500 | $20,305 | $3,384iApproximate average salary by contribution assumption: employee only about $84,604 at 4% or $56,403 at 6%; with 50% employer match about $56,403 at 4% or $37,602 at 6%; with 100% employer match about $42,302 at 4% or $28,201 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 6 | $323,500 | $20,305 | $3,384iApproximate average salary by contribution assumption: employee only about $84,604 at 4% or $56,403 at 6%; with 50% employer match about $56,403 at 4% or $37,602 at 6%; with 100% employer match about $42,302 at 4% or $28,201 at 6%. |
| 2013 | 1 | 8 | $434,340 | $22,699 | $2,837iApproximate average salary by contribution assumption: employee only about $70,934 at 4% or $47,290 at 6%; with 50% employer match about $47,290 at 4% or $31,526 at 6%; with 100% employer match about $35,467 at 4% or $23,645 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 8 | $434,340 | $22,699 | $2,837iApproximate average salary by contribution assumption: employee only about $70,934 at 4% or $47,290 at 6%; with 50% employer match about $47,290 at 4% or $31,526 at 6%; with 100% employer match about $35,467 at 4% or $23,645 at 6%. |
| 2012 | 1 | 10 | $421,534 | $22,624 | $2,262iApproximate average salary by contribution assumption: employee only about $56,560 at 4% or $37,707 at 6%; with 50% employer match about $37,707 at 4% or $25,138 at 6%; with 100% employer match about $28,280 at 4% or $18,853 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 10 | $421,534 | $22,624 | $2,262iApproximate average salary by contribution assumption: employee only about $56,560 at 4% or $37,707 at 6%; with 50% employer match about $37,707 at 4% or $25,138 at 6%; with 100% employer match about $28,280 at 4% or $18,853 at 6%. |
| 2011 | 1 | 9 | $419,928 | $21,515 | $2,391iApproximate average salary by contribution assumption: employee only about $59,764 at 4% or $39,843 at 6%; with 50% employer match about $39,843 at 4% or $26,562 at 6%; with 100% employer match about $29,882 at 4% or $19,921 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 9 | $419,928 | $21,515 | $2,391iApproximate average salary by contribution assumption: employee only about $59,764 at 4% or $39,843 at 6%; with 50% employer match about $39,843 at 4% or $26,562 at 6%; with 100% employer match about $29,882 at 4% or $19,921 at 6%. |
| 2010 | 1 | 10 | $436,214 | $28,051 | $2,805iApproximate average salary by contribution assumption: employee only about $70,128 at 4% or $46,752 at 6%; with 50% employer match about $46,752 at 4% or $31,168 at 6%; with 100% employer match about $35,064 at 4% or $23,376 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 10 | $436,214 | $28,051 | $2,805iApproximate average salary by contribution assumption: employee only about $70,128 at 4% or $46,752 at 6%; with 50% employer match about $46,752 at 4% or $31,168 at 6%; with 100% employer match about $35,064 at 4% or $23,376 at 6%. |
| 2009 | 1 | 14 | $428,629 | $26,802 | $1,914iApproximate average salary by contribution assumption: employee only about $47,861 at 4% or $31,907 at 6%; with 50% employer match about $31,907 at 4% or $21,271 at 6%; with 100% employer match about $23,930 at 4% or $15,954 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 14 | $428,629 | $26,802 | $1,914iApproximate average salary by contribution assumption: employee only about $47,861 at 4% or $31,907 at 6%; with 50% employer match about $31,907 at 4% or $21,271 at 6%; with 100% employer match about $23,930 at 4% or $15,954 at 6%. |
| 2008 | 1 | 9 | $300,934 | $34,484 | $3,832iApproximate average salary by contribution assumption: employee only about $95,789 at 4% or $63,859 at 6%; with 50% employer match about $63,859 at 4% or $42,573 at 6%; with 100% employer match about $47,894 at 4% or $31,930 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 9 | $300,934 | $34,484 | $3,832iApproximate average salary by contribution assumption: employee only about $95,789 at 4% or $63,859 at 6%; with 50% employer match about $63,859 at 4% or $42,573 at 6%; with 100% employer match about $47,894 at 4% or $31,930 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 9 | $380,523 | $30,129 | $3,348iApproximate average salary by contribution assumption: employee only about $83,692 at 4% or $55,794 at 6%; with 50% employer match about $55,794 at 4% or $37,196 at 6%; with 100% employer match about $41,846 at 4% or $27,897 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 9 | $380,523 | $30,129 | $3,348iApproximate average salary by contribution assumption: employee only about $83,692 at 4% or $55,794 at 6%; with 50% employer match about $55,794 at 4% or $37,196 at 6%; with 100% employer match about $41,846 at 4% or $27,897 at 6%. |
| 2005 | 1 | 10 | $357,144 | $28,222 | $2,822iApproximate average salary by contribution assumption: employee only about $70,555 at 4% or $47,037 at 6%; with 50% employer match about $47,037 at 4% or $31,358 at 6%; with 100% employer match about $35,278 at 4% or $23,518 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 10 | $357,144 | $28,222 | $2,822iApproximate average salary by contribution assumption: employee only about $70,555 at 4% or $47,037 at 6%; with 50% employer match about $47,037 at 4% or $31,358 at 6%; with 100% employer match about $35,278 at 4% or $23,518 at 6%. |
| 2004 | 1 | 9 | $308,509 | $30,215 | $3,357iApproximate average salary by contribution assumption: employee only about $83,931 at 4% or $55,954 at 6%; with 50% employer match about $55,954 at 4% or $37,302 at 6%; with 100% employer match about $41,965 at 4% or $27,977 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 9 | $308,509 | $30,215 | $3,357iApproximate average salary by contribution assumption: employee only about $83,931 at 4% or $55,954 at 6%; with 50% employer match about $55,954 at 4% or $37,302 at 6%; with 100% employer match about $41,965 at 4% or $27,977 at 6%. |
| 2003 | 1 | 10 | $261,291 | $37,823 | $3,782iApproximate average salary by contribution assumption: employee only about $94,558 at 4% or $63,038 at 6%; with 50% employer match about $63,038 at 4% or $42,026 at 6%; with 100% employer match about $47,279 at 4% or $31,519 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 10 | $261,291 | $37,823 | $3,782iApproximate average salary by contribution assumption: employee only about $94,558 at 4% or $63,038 at 6%; with 50% employer match about $63,038 at 4% or $42,026 at 6%; with 100% employer match about $47,279 at 4% or $31,519 at 6%. |
| 2002 | 1 | 9 | $175,278 | $22,754 | $2,528iApproximate average salary by contribution assumption: employee only about $63,206 at 4% or $42,137 at 6%; with 50% employer match about $42,137 at 4% or $28,091 at 6%; with 100% employer match about $31,603 at 4% or $21,069 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 9 | $175,278 | $22,754 | $2,528iApproximate average salary by contribution assumption: employee only about $63,206 at 4% or $42,137 at 6%; with 50% employer match about $42,137 at 4% or $28,091 at 6%; with 100% employer match about $31,603 at 4% or $21,069 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 8 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 9 | - | - | - |
| 1999 | 1 | 7 | $252,857 | $16,240 | $2,320iApproximate average salary by contribution assumption: employee only about $58,000 at 4% or $38,667 at 6%; with 50% employer match about $38,667 at 4% or $25,778 at 6%; with 100% employer match about $29,000 at 4% or $19,333 at 6%. |
| Wilson Baum Agency Inc. 401K Profit Sharing Plan | - | 7 | $252,857 | $16,240 | $2,320iApproximate average salary by contribution assumption: employee only about $58,000 at 4% or $38,667 at 6%; with 50% employer match about $38,667 at 4% or $25,778 at 6%; with 100% employer match about $29,000 at 4% or $19,333 at 6%. |