Civic Intelligence

Bay Valuation Advisors LLC

Plan context: Bay Valuation Profit Sharing Plan

EIN 27-0479348 • Oakland, CA • 13 filings • 1 plans

1 Kaiser Plaza, Suite 1475Oakland, CA 94612
Current Snapshot

Latest Year

2022

2022 Participants

17

2022 Assets

$7,580,300

2022 Contributions

$755,000

Historical Graphs

Total Assets Over Time

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

$7,580,300$3,790,150$0201020162021YearValue
$7,580,300Latest year 2021

Participants Over Time

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

19100201020162021YearValue
17Latest year 2021

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
202210$0$0-
Bay Valuation Profit Sharing Plan-0---
2021117$7,580,300$755,000$44,412iApproximate average salary by contribution assumption: employee only about $1,110,294 at 4% or $740,196 at 6%; with 50% employer match about $740,196 at 4% or $493,464 at 6%; with 100% employer match about $555,147 at 4% or $370,098 at 6%.
Bay Valuation Profit Sharing Plan-17$7,580,300$755,000$44,412iApproximate average salary by contribution assumption: employee only about $1,110,294 at 4% or $740,196 at 6%; with 50% employer match about $740,196 at 4% or $493,464 at 6%; with 100% employer match about $555,147 at 4% or $370,098 at 6%.
2020119$6,607,104$746,875$39,309iApproximate average salary by contribution assumption: employee only about $982,730 at 4% or $655,154 at 6%; with 50% employer match about $655,154 at 4% or $436,769 at 6%; with 100% employer match about $491,365 at 4% or $327,577 at 6%.
Bay Valuation Profit Sharing Plan-19$6,607,104$746,875$39,309iApproximate average salary by contribution assumption: employee only about $982,730 at 4% or $655,154 at 6%; with 50% employer match about $655,154 at 4% or $436,769 at 6%; with 100% employer match about $491,365 at 4% or $327,577 at 6%.
2019115$4,939,241$1,076,250$71,750iApproximate average salary by contribution assumption: employee only about $1,793,750 at 4% or $1,195,833 at 6%; with 50% employer match about $1,195,833 at 4% or $797,222 at 6%; with 100% employer match about $896,875 at 4% or $597,917 at 6%.
Bay Valuation Profit Sharing Plan-15$4,939,241$1,076,250$71,750iApproximate average salary by contribution assumption: employee only about $1,793,750 at 4% or $1,195,833 at 6%; with 50% employer match about $1,195,833 at 4% or $797,222 at 6%; with 100% employer match about $896,875 at 4% or $597,917 at 6%.
2018115$3,371,167$0-
Bay Valuation Profit Sharing Plan-15$3,371,167--
2017114$3,585,502$440,500$31,464iApproximate average salary by contribution assumption: employee only about $786,607 at 4% or $524,405 at 6%; with 50% employer match about $524,405 at 4% or $349,603 at 6%; with 100% employer match about $393,304 at 4% or $262,202 at 6%.
Bay Valuation Profit Sharing Plan-14$3,585,502$440,500$31,464iApproximate average salary by contribution assumption: employee only about $786,607 at 4% or $524,405 at 6%; with 50% employer match about $524,405 at 4% or $349,603 at 6%; with 100% employer match about $393,304 at 4% or $262,202 at 6%.
2016112$2,379,083$418,550$34,879iApproximate average salary by contribution assumption: employee only about $871,979 at 4% or $581,319 at 6%; with 50% employer match about $581,319 at 4% or $387,546 at 6%; with 100% employer match about $435,990 at 4% or $290,660 at 6%.
Bay Valuation Profit Sharing Plan-12$2,379,083$418,550$34,879iApproximate average salary by contribution assumption: employee only about $871,979 at 4% or $581,319 at 6%; with 50% employer match about $581,319 at 4% or $387,546 at 6%; with 100% employer match about $435,990 at 4% or $290,660 at 6%.
201519$1,885,124$338,625$37,625iApproximate average salary by contribution assumption: employee only about $940,625 at 4% or $627,083 at 6%; with 50% employer match about $627,083 at 4% or $418,056 at 6%; with 100% employer match about $470,313 at 4% or $313,542 at 6%.
Bay Valuation Profit Sharing Plan-9$1,885,124$338,625$37,625iApproximate average salary by contribution assumption: employee only about $940,625 at 4% or $627,083 at 6%; with 50% employer match about $627,083 at 4% or $418,056 at 6%; with 100% employer match about $470,313 at 4% or $313,542 at 6%.
2014110$1,553,998$328,000$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
Bay Valuation Profit Sharing Plan-10$1,553,998$328,000$32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%.
2013110$1,153,415$269,113$26,911iApproximate average salary by contribution assumption: employee only about $672,783 at 4% or $448,522 at 6%; with 50% employer match about $448,522 at 4% or $299,014 at 6%; with 100% employer match about $336,391 at 4% or $224,261 at 6%.
Bay Valuation Profit Sharing Plan-10$1,153,415$269,113$26,911iApproximate average salary by contribution assumption: employee only about $672,783 at 4% or $448,522 at 6%; with 50% employer match about $448,522 at 4% or $299,014 at 6%; with 100% employer match about $336,391 at 4% or $224,261 at 6%.
201219$727,274$298,531$33,170iApproximate average salary by contribution assumption: employee only about $829,253 at 4% or $552,835 at 6%; with 50% employer match about $552,835 at 4% or $368,557 at 6%; with 100% employer match about $414,626 at 4% or $276,418 at 6%.
Bay Valuation Profit Sharing Plan-9$727,274$298,531$33,170iApproximate average salary by contribution assumption: employee only about $829,253 at 4% or $552,835 at 6%; with 50% employer match about $552,835 at 4% or $368,557 at 6%; with 100% employer match about $414,626 at 4% or $276,418 at 6%.
201118$423,246$278,490$34,811iApproximate average salary by contribution assumption: employee only about $870,281 at 4% or $580,188 at 6%; with 50% employer match about $580,188 at 4% or $386,792 at 6%; with 100% employer match about $435,141 at 4% or $290,094 at 6%.
Bay Valuation Profit Sharing Plan-8$423,246$278,490$34,811iApproximate average salary by contribution assumption: employee only about $870,281 at 4% or $580,188 at 6%; with 50% employer match about $580,188 at 4% or $386,792 at 6%; with 100% employer match about $435,141 at 4% or $290,094 at 6%.
201016$174,452$174,452$29,075iApproximate average salary by contribution assumption: employee only about $726,883 at 4% or $484,589 at 6%; with 50% employer match about $484,589 at 4% or $323,059 at 6%; with 100% employer match about $363,442 at 4% or $242,294 at 6%.
Bay Valuation Profit Sharing Plan-6$174,452$174,452$29,075iApproximate average salary by contribution assumption: employee only about $726,883 at 4% or $484,589 at 6%; with 50% employer match about $484,589 at 4% or $323,059 at 6%; with 100% employer match about $363,442 at 4% or $242,294 at 6%.