Civic Intelligence

Baker & Associates

Plan context: Baker & Associates 401(K) Plan

EIN 27-4467120 • Irvine, CA • 23 filings • 2 plans

1130 RooseveltIrvine, CA 92620
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,202,943

2024 Contributions

$123,500

Historical Graphs

Total Assets Over Time

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

$4,449,404$2,224,702$0201220182023YearValue
$1,202,943Latest year 2023

Participants Over Time

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

420201220182023YearValue
3Latest year 2023

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
202410$0$0-
Baker & Associates 401(K) Plan-0$0--
202313$1,202,943$123,500$41,167iApproximate average salary by contribution assumption: employee only about $1,029,167 at 4% or $686,111 at 6%; with 50% employer match about $686,111 at 4% or $457,407 at 6%; with 100% employer match about $514,583 at 4% or $343,056 at 6%.
Baker & Associates 401(K) Plan-3$1,202,943$123,500$41,167iApproximate average salary by contribution assumption: employee only about $1,029,167 at 4% or $686,111 at 6%; with 50% employer match about $686,111 at 4% or $457,407 at 6%; with 100% employer match about $514,583 at 4% or $343,056 at 6%.
202223$992,346$111,775$37,258iApproximate average salary by contribution assumption: employee only about $931,458 at 4% or $620,972 at 6%; with 50% employer match about $620,972 at 4% or $413,981 at 6%; with 100% employer match about $465,729 at 4% or $310,486 at 6%.
Baker & Associates 401(K) Plan-3$992,346$111,775$37,258iApproximate average salary by contribution assumption: employee only about $931,458 at 4% or $620,972 at 6%; with 50% employer match about $620,972 at 4% or $413,981 at 6%; with 100% employer match about $465,729 at 4% or $310,486 at 6%.
Baker & Associates Cash Balance Plan-0$0--
202124$4,449,404$498,261$124,565iApproximate average salary by contribution assumption: employee only about $3,114,131 at 4% or $2,076,088 at 6%; with 50% employer match about $2,076,088 at 4% or $1,384,058 at 6%; with 100% employer match about $1,557,066 at 4% or $1,038,044 at 6%.
Baker & Associates Cash Balance Plan-4$2,558,019$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Baker & Associates 401(K) Plan-4$1,891,385$148,261$37,065iApproximate average salary by contribution assumption: employee only about $926,631 at 4% or $617,754 at 6%; with 50% employer match about $617,754 at 4% or $411,836 at 6%; with 100% employer match about $463,316 at 4% or $308,877 at 6%.
202024$3,516,519$313,443$78,361iApproximate average salary by contribution assumption: employee only about $1,959,019 at 4% or $1,306,013 at 6%; with 50% employer match about $1,306,013 at 4% or $870,675 at 6%; with 100% employer match about $979,509 at 4% or $653,006 at 6%.
Baker & Associates Cash Balance Plan-4$2,024,059$172,099$43,025iApproximate average salary by contribution assumption: employee only about $1,075,619 at 4% or $717,079 at 6%; with 50% employer match about $717,079 at 4% or $478,053 at 6%; with 100% employer match about $537,809 at 4% or $358,540 at 6%.
Baker & Associates 401(K) Plan-4$1,492,460$141,344$35,336iApproximate average salary by contribution assumption: employee only about $883,400 at 4% or $588,933 at 6%; with 50% employer match about $588,933 at 4% or $392,622 at 6%; with 100% employer match about $441,700 at 4% or $294,467 at 6%.
201924$2,939,608$312,303$78,076iApproximate average salary by contribution assumption: employee only about $1,951,894 at 4% or $1,301,263 at 6%; with 50% employer match about $1,301,263 at 4% or $867,508 at 6%; with 100% employer match about $975,947 at 4% or $650,631 at 6%.
Baker & Associates Cash Balance Plan-4$1,737,986$172,099$43,025iApproximate average salary by contribution assumption: employee only about $1,075,619 at 4% or $717,079 at 6%; with 50% employer match about $717,079 at 4% or $478,053 at 6%; with 100% employer match about $537,809 at 4% or $358,540 at 6%.
Baker & Associates 401(K) Plan-4$1,201,622$140,204$35,051iApproximate average salary by contribution assumption: employee only about $876,275 at 4% or $584,183 at 6%; with 50% employer match about $584,183 at 4% or $389,456 at 6%; with 100% employer match about $438,138 at 4% or $292,092 at 6%.
201824$2,303,183$298,196$74,549iApproximate average salary by contribution assumption: employee only about $1,863,725 at 4% or $1,242,483 at 6%; with 50% employer match about $1,242,483 at 4% or $828,322 at 6%; with 100% employer match about $931,863 at 4% or $621,242 at 6%.
Baker & Associates Cash Balance Plan-3$1,374,653$171,599$57,200iApproximate average salary by contribution assumption: employee only about $1,429,992 at 4% or $953,328 at 6%; with 50% employer match about $953,328 at 4% or $635,552 at 6%; with 100% employer match about $714,996 at 4% or $476,664 at 6%.
Baker & Associates 401(K) Plan-4$928,530$126,597$31,649iApproximate average salary by contribution assumption: employee only about $791,231 at 4% or $527,488 at 6%; with 50% employer match about $527,488 at 4% or $351,658 at 6%; with 100% employer match about $395,616 at 4% or $263,744 at 6%.
201723$2,117,735$287,049$95,683iApproximate average salary by contribution assumption: employee only about $2,392,075 at 4% or $1,594,717 at 6%; with 50% employer match about $1,594,717 at 4% or $1,063,144 at 6%; with 100% employer match about $1,196,038 at 4% or $797,358 at 6%.
Baker & Associates Cash Balance Plan-3$1,275,181$171,599$57,200iApproximate average salary by contribution assumption: employee only about $1,429,992 at 4% or $953,328 at 6%; with 50% employer match about $953,328 at 4% or $635,552 at 6%; with 100% employer match about $714,996 at 4% or $476,664 at 6%.
Baker & Associates 401(K) Plan-3$842,554$115,450$38,483iApproximate average salary by contribution assumption: employee only about $962,083 at 4% or $641,389 at 6%; with 50% employer match about $641,389 at 4% or $427,593 at 6%; with 100% employer match about $481,042 at 4% or $320,694 at 6%.
201623$1,648,878$548,518$182,839iApproximate average salary by contribution assumption: employee only about $4,570,983 at 4% or $3,047,322 at 6%; with 50% employer match about $3,047,322 at 4% or $2,031,548 at 6%; with 100% employer match about $2,285,492 at 4% or $1,523,661 at 6%.
Baker & Associates Cash Balance Plan-3$1,011,323$424,261$141,420iApproximate average salary by contribution assumption: employee only about $3,535,508 at 4% or $2,357,006 at 6%; with 50% employer match about $2,357,006 at 4% or $1,571,337 at 6%; with 100% employer match about $1,767,754 at 4% or $1,178,503 at 6%.
Baker & Associates 401(K) Plan-3$637,555$124,257$41,419iApproximate average salary by contribution assumption: employee only about $1,035,475 at 4% or $690,317 at 6%; with 50% employer match about $690,317 at 4% or $460,211 at 6%; with 100% employer match about $517,738 at 4% or $345,158 at 6%.
201523$1,000,917$285,581$95,194iApproximate average salary by contribution assumption: employee only about $2,379,842 at 4% or $1,586,561 at 6%; with 50% employer match about $1,586,561 at 4% or $1,057,707 at 6%; with 100% employer match about $1,189,921 at 4% or $793,281 at 6%.
Baker & Associates Cash Balance Plan-3$531,563$171,499$57,166iApproximate average salary by contribution assumption: employee only about $1,429,158 at 4% or $952,772 at 6%; with 50% employer match about $952,772 at 4% or $635,181 at 6%; with 100% employer match about $714,579 at 4% or $476,386 at 6%.
Baker & Associates 401(K) Plan-3$469,354$114,082$38,027iApproximate average salary by contribution assumption: employee only about $950,683 at 4% or $633,789 at 6%; with 50% employer match about $633,789 at 4% or $422,526 at 6%; with 100% employer match about $475,342 at 4% or $316,894 at 6%.
201423$750,970$316,887$105,629iApproximate average salary by contribution assumption: employee only about $2,640,725 at 4% or $1,760,483 at 6%; with 50% employer match about $1,760,483 at 4% or $1,173,656 at 6%; with 100% employer match about $1,320,363 at 4% or $880,242 at 6%.
Baker & Associates Cash Balance Plan-3$379,768$204,889$68,296iApproximate average salary by contribution assumption: employee only about $1,707,408 at 4% or $1,138,272 at 6%; with 50% employer match about $1,138,272 at 4% or $758,848 at 6%; with 100% employer match about $853,704 at 4% or $569,136 at 6%.
Baker & Associates 401(K) Plan-3$371,202$111,998$37,333iApproximate average salary by contribution assumption: employee only about $933,317 at 4% or $622,211 at 6%; with 50% employer match about $622,211 at 4% or $414,807 at 6%; with 100% employer match about $466,658 at 4% or $311,106 at 6%.
201323$410,017$291,146$97,049iApproximate average salary by contribution assumption: employee only about $2,426,217 at 4% or $1,617,478 at 6%; with 50% employer match about $1,617,478 at 4% or $1,078,319 at 6%; with 100% employer match about $1,213,108 at 4% or $808,739 at 6%.
Baker & Associates 401(K) Plan-3$238,818$119,947$39,982iApproximate average salary by contribution assumption: employee only about $999,558 at 4% or $666,372 at 6%; with 50% employer match about $666,372 at 4% or $444,248 at 6%; with 100% employer match about $499,779 at 4% or $333,186 at 6%.
Baker & Associates Cash Balance Plan-3$171,199$171,199$57,066iApproximate average salary by contribution assumption: employee only about $1,426,658 at 4% or $951,106 at 6%; with 50% employer match about $951,106 at 4% or $634,070 at 6%; with 100% employer match about $713,329 at 4% or $475,553 at 6%.
201214$95,943$97,789$24,447iApproximate average salary by contribution assumption: employee only about $611,181 at 4% or $407,454 at 6%; with 50% employer match about $407,454 at 4% or $271,636 at 6%; with 100% employer match about $305,591 at 4% or $203,727 at 6%.
Baker & Associates 401(K) Plan-4$95,943$97,789$24,447iApproximate average salary by contribution assumption: employee only about $611,181 at 4% or $407,454 at 6%; with 50% employer match about $407,454 at 4% or $271,636 at 6%; with 100% employer match about $305,591 at 4% or $203,727 at 6%.