MJ BAKER FINANCIAL ADVISORS, INC.
Plan context: MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN
EIN 26-2606312 • Avon Lake, OH • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,221,328
2025 Contributions
$231,775
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,221,328 | $231,775 | $33,111iApproximate average salary by contribution assumption: employee only about $827,768 at 4% or $551,845 at 6%; with 50% employer match about $551,845 at 4% or $367,897 at 6%; with 100% employer match about $413,884 at 4% or $275,923 at 6%. |
| MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN | - | 7 | $1,221,328 | $231,775 | $33,111iApproximate average salary by contribution assumption: employee only about $827,768 at 4% or $551,845 at 6%; with 50% employer match about $551,845 at 4% or $367,897 at 6%; with 100% employer match about $413,884 at 4% or $275,923 at 6%. |
| 2024 | 1 | 7 | $819,605 | $144,457 | $20,637iApproximate average salary by contribution assumption: employee only about $515,918 at 4% or $343,945 at 6%; with 50% employer match about $343,945 at 4% or $229,297 at 6%; with 100% employer match about $257,959 at 4% or $171,973 at 6%. |
| MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN | - | 7 | $819,605 | $144,457 | $20,637iApproximate average salary by contribution assumption: employee only about $515,918 at 4% or $343,945 at 6%; with 50% employer match about $343,945 at 4% or $229,297 at 6%; with 100% employer match about $257,959 at 4% or $171,973 at 6%. |
| 2023 | 1 | 6 | $563,648 | $139,347 | $23,225iApproximate average salary by contribution assumption: employee only about $580,613 at 4% or $387,075 at 6%; with 50% employer match about $387,075 at 4% or $258,050 at 6%; with 100% employer match about $290,306 at 4% or $193,538 at 6%. |
| MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN | - | 6 | $563,648 | $139,347 | $23,225iApproximate average salary by contribution assumption: employee only about $580,613 at 4% or $387,075 at 6%; with 50% employer match about $387,075 at 4% or $258,050 at 6%; with 100% employer match about $290,306 at 4% or $193,538 at 6%. |
| 2022 | 1 | 8 | $386,054 | $197,258 | $24,657iApproximate average salary by contribution assumption: employee only about $616,431 at 4% or $410,954 at 6%; with 50% employer match about $410,954 at 4% or $273,969 at 6%; with 100% employer match about $308,216 at 4% or $205,477 at 6%. |
| MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN | - | 8 | $386,054 | $197,258 | $24,657iApproximate average salary by contribution assumption: employee only about $616,431 at 4% or $410,954 at 6%; with 50% employer match about $410,954 at 4% or $273,969 at 6%; with 100% employer match about $308,216 at 4% or $205,477 at 6%. |
| 2021 | 1 | 6 | $314,775 | $184,953 | $30,826iApproximate average salary by contribution assumption: employee only about $770,638 at 4% or $513,758 at 6%; with 50% employer match about $513,758 at 4% or $342,506 at 6%; with 100% employer match about $385,319 at 4% or $256,879 at 6%. |
| MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN | - | 6 | $314,775 | $184,953 | $30,826iApproximate average salary by contribution assumption: employee only about $770,638 at 4% or $513,758 at 6%; with 50% employer match about $513,758 at 4% or $342,506 at 6%; with 100% employer match about $385,319 at 4% or $256,879 at 6%. |
| 2020 | 1 | 6 | $123,140 | $111,623 | $18,604iApproximate average salary by contribution assumption: employee only about $465,096 at 4% or $310,064 at 6%; with 50% employer match about $310,064 at 4% or $206,709 at 6%; with 100% employer match about $232,548 at 4% or $155,032 at 6%. |
| MJ BAKER FINANCIAL ADVISORS, INC. 401(K) RETIREMENT PLAN | - | 6 | $123,140 | $111,623 | $18,604iApproximate average salary by contribution assumption: employee only about $465,096 at 4% or $310,064 at 6%; with 50% employer match about $310,064 at 4% or $206,709 at 6%; with 100% employer match about $232,548 at 4% or $155,032 at 6%. |