Civic Intelligence

BAUCOM WEALTH MANAGEMENT, INC.

Plan context: BAUCOM WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

EIN 26-0671639 • Concord, NC • 3 filings • 1 plans

1036 Branchview Dr.,NE Ste. 206Concord, NC 28025
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,933,199

2025 Contributions

$85,078

Historical Graphs

Total Assets Over Time

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

$1,933,199$966,600$0202320242025YearValue
$1,933,199Latest year 2025

Participants Over Time

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

320202320242025YearValue
3Latest year 2025

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
202513$1,933,199$85,078$28,359iApproximate average salary by contribution assumption: employee only about $708,983 at 4% or $472,656 at 6%; with 50% employer match about $472,656 at 4% or $315,104 at 6%; with 100% employer match about $354,492 at 4% or $236,328 at 6%.
BAUCOM WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$1,933,199$85,078$28,359iApproximate average salary by contribution assumption: employee only about $708,983 at 4% or $472,656 at 6%; with 50% employer match about $472,656 at 4% or $315,104 at 6%; with 100% employer match about $354,492 at 4% or $236,328 at 6%.
202413$1,400,569$72,500$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
BAUCOM WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-3$1,400,569$72,500$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
202312$778,140$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
BAUCOM WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN-2$778,140$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.