Bauer Wealth Management Inc.
Plan context: Bauer Wealth Management Inc. 401(K) Plan
EIN 27-1722087 • Colorado Springs, CO • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$303,320
2025 Contributions
$48,115
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 | 4 | $303,320 | $48,115 | $12,029iApproximate average salary by contribution assumption: employee only about $300,719 at 4% or $200,479 at 6%; with 50% employer match about $200,479 at 4% or $133,653 at 6%; with 100% employer match about $150,359 at 4% or $100,240 at 6%. |
| Bauer Wealth Management Inc. 401(K) Plan | - | 4 | $303,320 | $48,115 | $12,029iApproximate average salary by contribution assumption: employee only about $300,719 at 4% or $200,479 at 6%; with 50% employer match about $200,479 at 4% or $133,653 at 6%; with 100% employer match about $150,359 at 4% or $100,240 at 6%. |
| 2024 | 1 | 4 | $219,221 | $48,887 | $12,222iApproximate average salary by contribution assumption: employee only about $305,544 at 4% or $203,696 at 6%; with 50% employer match about $203,696 at 4% or $135,797 at 6%; with 100% employer match about $152,772 at 4% or $101,848 at 6%. |
| Bauer Wealth Management Inc. 401(K) Plan | - | 4 | $219,221 | $48,887 | $12,222iApproximate average salary by contribution assumption: employee only about $305,544 at 4% or $203,696 at 6%; with 50% employer match about $203,696 at 4% or $135,797 at 6%; with 100% employer match about $152,772 at 4% or $101,848 at 6%. |
| 2023 | 1 | 3 | $142,070 | $52,682 | $17,561iApproximate average salary by contribution assumption: employee only about $439,017 at 4% or $292,678 at 6%; with 50% employer match about $292,678 at 4% or $195,119 at 6%; with 100% employer match about $219,508 at 4% or $146,339 at 6%. |
| Bauer Wealth Management Inc. 401(K) Plan | - | 3 | $142,070 | $52,682 | $17,561iApproximate average salary by contribution assumption: employee only about $439,017 at 4% or $292,678 at 6%; with 50% employer match about $292,678 at 4% or $195,119 at 6%; with 100% employer match about $219,508 at 4% or $146,339 at 6%. |
| 2022 | 1 | 3 | $73,952 | $27,779 | $9,260iApproximate average salary by contribution assumption: employee only about $231,492 at 4% or $154,328 at 6%; with 50% employer match about $154,328 at 4% or $102,885 at 6%; with 100% employer match about $115,746 at 4% or $77,164 at 6%. |
| Bauer Wealth Management Inc. 401(K) Plan | - | 3 | $73,952 | $27,779 | $9,260iApproximate average salary by contribution assumption: employee only about $231,492 at 4% or $154,328 at 6%; with 50% employer match about $154,328 at 4% or $102,885 at 6%; with 100% employer match about $115,746 at 4% or $77,164 at 6%. |
| 2021 | 1 | 0 | $0 | $22,865 | - |
| ROCKY MOUNTAIN MULTIPLE EMPLOYER PLAN FBO BAUER WEALTH MANAGEMENT, INC. | - | 0 | $0 | $22,865 | - |