Civic Intelligence

Baron Wealth Management

Plan context: Baron Wealth Management

EIN 27-1981796 • Troy, MI • 10 filings • 2 plans

3150 Livernois RoadSuite 250Troy, MI 48083
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,202,115

2024 Contributions

$194,007

Historical Graphs

Total Assets Over Time

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

$1,202,115$601,058$0201520202024YearValue
$1,202,115Latest year 2024

Participants Over Time

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

840201520202024YearValue
8Latest year 2024

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
202418$1,202,115$194,007$24,251iApproximate average salary by contribution assumption: employee only about $606,272 at 4% or $404,181 at 6%; with 50% employer match about $404,181 at 4% or $269,454 at 6%; with 100% employer match about $303,136 at 4% or $202,091 at 6%.
Baron Wealth Management-8$1,202,115$194,007$24,251iApproximate average salary by contribution assumption: employee only about $606,272 at 4% or $404,181 at 6%; with 50% employer match about $404,181 at 4% or $269,454 at 6%; with 100% employer match about $303,136 at 4% or $202,091 at 6%.
202318$932,261$168,975$21,122iApproximate average salary by contribution assumption: employee only about $528,047 at 4% or $352,031 at 6%; with 50% employer match about $352,031 at 4% or $234,688 at 6%; with 100% employer match about $264,023 at 4% or $176,016 at 6%.
Baron Wealth Management-8$932,261$168,975$21,122iApproximate average salary by contribution assumption: employee only about $528,047 at 4% or $352,031 at 6%; with 50% employer match about $352,031 at 4% or $234,688 at 6%; with 100% employer match about $264,023 at 4% or $176,016 at 6%.
202216$627,909$96,655$16,109iApproximate average salary by contribution assumption: employee only about $402,729 at 4% or $268,486 at 6%; with 50% employer match about $268,486 at 4% or $178,991 at 6%; with 100% employer match about $201,365 at 4% or $134,243 at 6%.
Baron Wealth Management-6$627,909$96,655$16,109iApproximate average salary by contribution assumption: employee only about $402,729 at 4% or $268,486 at 6%; with 50% employer match about $268,486 at 4% or $178,991 at 6%; with 100% employer match about $201,365 at 4% or $134,243 at 6%.
202116$701,206$145,637$24,273iApproximate average salary by contribution assumption: employee only about $606,821 at 4% or $404,547 at 6%; with 50% employer match about $404,547 at 4% or $269,698 at 6%; with 100% employer match about $303,410 at 4% or $202,274 at 6%.
Baron Wealth Management-6$701,206$145,637$24,273iApproximate average salary by contribution assumption: employee only about $606,821 at 4% or $404,547 at 6%; with 50% employer match about $404,547 at 4% or $269,698 at 6%; with 100% employer match about $303,410 at 4% or $202,274 at 6%.
202015$447,083$87,540$17,508iApproximate average salary by contribution assumption: employee only about $437,700 at 4% or $291,800 at 6%; with 50% employer match about $291,800 at 4% or $194,533 at 6%; with 100% employer match about $218,850 at 4% or $145,900 at 6%.
Baron Wealth Management-5$447,083$87,540$17,508iApproximate average salary by contribution assumption: employee only about $437,700 at 4% or $291,800 at 6%; with 50% employer match about $291,800 at 4% or $194,533 at 6%; with 100% employer match about $218,850 at 4% or $145,900 at 6%.
201915$301,389$83,480$16,696iApproximate average salary by contribution assumption: employee only about $417,400 at 4% or $278,267 at 6%; with 50% employer match about $278,267 at 4% or $185,511 at 6%; with 100% employer match about $208,700 at 4% or $139,133 at 6%.
Baron Wealth Management-5$301,389$83,480$16,696iApproximate average salary by contribution assumption: employee only about $417,400 at 4% or $278,267 at 6%; with 50% employer match about $278,267 at 4% or $185,511 at 6%; with 100% employer match about $208,700 at 4% or $139,133 at 6%.
201816$208,127$83,550$13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%.
Baron Wealth Management-6$208,127$83,550$13,925iApproximate average salary by contribution assumption: employee only about $348,125 at 4% or $232,083 at 6%; with 50% employer match about $232,083 at 4% or $154,722 at 6%; with 100% employer match about $174,063 at 4% or $116,042 at 6%.
201716$178,695$55,338$9,223iApproximate average salary by contribution assumption: employee only about $230,575 at 4% or $153,717 at 6%; with 50% employer match about $153,717 at 4% or $102,478 at 6%; with 100% employer match about $115,288 at 4% or $76,858 at 6%.
Baron Wealth Management-6$178,695$55,338$9,223iApproximate average salary by contribution assumption: employee only about $230,575 at 4% or $153,717 at 6%; with 50% employer match about $153,717 at 4% or $102,478 at 6%; with 100% employer match about $115,288 at 4% or $76,858 at 6%.
201613$102,488$47,735$15,912iApproximate average salary by contribution assumption: employee only about $397,792 at 4% or $265,194 at 6%; with 50% employer match about $265,194 at 4% or $176,796 at 6%; with 100% employer match about $198,896 at 4% or $132,597 at 6%.
Baron Wealth Management-3$102,488$47,735$15,912iApproximate average salary by contribution assumption: employee only about $397,792 at 4% or $265,194 at 6%; with 50% employer match about $265,194 at 4% or $176,796 at 6%; with 100% employer match about $198,896 at 4% or $132,597 at 6%.
201513$46,078$48,407$16,136iApproximate average salary by contribution assumption: employee only about $403,392 at 4% or $268,928 at 6%; with 50% employer match about $268,928 at 4% or $179,285 at 6%; with 100% employer match about $201,696 at 4% or $134,464 at 6%.
Baron Wealth Management-3$46,078$48,407$16,136iApproximate average salary by contribution assumption: employee only about $403,392 at 4% or $268,928 at 6%; with 50% employer match about $268,928 at 4% or $179,285 at 6%; with 100% employer match about $201,696 at 4% or $134,464 at 6%.