Civic Intelligence

Howard Bailey Financial Inc.

Plan context: Howard Bailey Financial Inc. 401(K) Profit Sharing Plan

EIN 27-5367532 • Fort Wayne, IN • 8 filings • 1 plans

5916 Convington RoadFort Wayne, IN 46804
Current Snapshot

Latest Year

2022

2022 Participants

27

2022 Assets

$1,125,660

2022 Contributions

$242,873

Historical Graphs

Total Assets Over Time

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

$1,125,660$562,830$0201520192022YearValue
$1,125,660Latest year 2022

Participants Over Time

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

27140201520192022YearValue
27Latest year 2022

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
2022127$1,125,660$242,873$8,995iApproximate average salary by contribution assumption: employee only about $224,882 at 4% or $149,922 at 6%; with 50% employer match about $149,922 at 4% or $99,948 at 6%; with 100% employer match about $112,441 at 4% or $74,961 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-27$1,125,660$242,873$8,995iApproximate average salary by contribution assumption: employee only about $224,882 at 4% or $149,922 at 6%; with 50% employer match about $149,922 at 4% or $99,948 at 6%; with 100% employer match about $112,441 at 4% or $74,961 at 6%.
2021120$1,116,835$137,928$6,896iApproximate average salary by contribution assumption: employee only about $172,410 at 4% or $114,940 at 6%; with 50% employer match about $114,940 at 4% or $76,627 at 6%; with 100% employer match about $86,205 at 4% or $57,470 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-20$1,116,835$137,928$6,896iApproximate average salary by contribution assumption: employee only about $172,410 at 4% or $114,940 at 6%; with 50% employer match about $114,940 at 4% or $76,627 at 6%; with 100% employer match about $86,205 at 4% or $57,470 at 6%.
2020113$836,236$134,375$10,337iApproximate average salary by contribution assumption: employee only about $258,413 at 4% or $172,276 at 6%; with 50% employer match about $172,276 at 4% or $114,850 at 6%; with 100% employer match about $129,207 at 4% or $86,138 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-13$836,236$134,375$10,337iApproximate average salary by contribution assumption: employee only about $258,413 at 4% or $172,276 at 6%; with 50% employer match about $172,276 at 4% or $114,850 at 6%; with 100% employer match about $129,207 at 4% or $86,138 at 6%.
2019111$594,288$140,060$12,733iApproximate average salary by contribution assumption: employee only about $318,318 at 4% or $212,212 at 6%; with 50% employer match about $212,212 at 4% or $141,475 at 6%; with 100% employer match about $159,159 at 4% or $106,106 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-11$594,288$140,060$12,733iApproximate average salary by contribution assumption: employee only about $318,318 at 4% or $212,212 at 6%; with 50% employer match about $212,212 at 4% or $141,475 at 6%; with 100% employer match about $159,159 at 4% or $106,106 at 6%.
201819$355,915$91,118$10,124iApproximate average salary by contribution assumption: employee only about $253,106 at 4% or $168,737 at 6%; with 50% employer match about $168,737 at 4% or $112,491 at 6%; with 100% employer match about $126,553 at 4% or $84,369 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-9$355,915$91,118$10,124iApproximate average salary by contribution assumption: employee only about $253,106 at 4% or $168,737 at 6%; with 50% employer match about $168,737 at 4% or $112,491 at 6%; with 100% employer match about $126,553 at 4% or $84,369 at 6%.
201719$302,077$69,260$7,696iApproximate average salary by contribution assumption: employee only about $192,389 at 4% or $128,259 at 6%; with 50% employer match about $128,259 at 4% or $85,506 at 6%; with 100% employer match about $96,194 at 4% or $64,130 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-9$302,077$69,260$7,696iApproximate average salary by contribution assumption: employee only about $192,389 at 4% or $128,259 at 6%; with 50% employer match about $128,259 at 4% or $85,506 at 6%; with 100% employer match about $96,194 at 4% or $64,130 at 6%.
201619$204,266$136,414$15,157iApproximate average salary by contribution assumption: employee only about $378,928 at 4% or $252,619 at 6%; with 50% employer match about $252,619 at 4% or $168,412 at 6%; with 100% employer match about $189,464 at 4% or $126,309 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-9$204,266$136,414$15,157iApproximate average salary by contribution assumption: employee only about $378,928 at 4% or $252,619 at 6%; with 50% employer match about $252,619 at 4% or $168,412 at 6%; with 100% employer match about $189,464 at 4% or $126,309 at 6%.
2015110$91,492$93,676$9,368iApproximate average salary by contribution assumption: employee only about $234,190 at 4% or $156,127 at 6%; with 50% employer match about $156,127 at 4% or $104,084 at 6%; with 100% employer match about $117,095 at 4% or $78,063 at 6%.
Howard Bailey Financial Inc. 401(K) Profit Sharing Plan-10$91,492$93,676$9,368iApproximate average salary by contribution assumption: employee only about $234,190 at 4% or $156,127 at 6%; with 50% employer match about $156,127 at 4% or $104,084 at 6%; with 100% employer match about $117,095 at 4% or $78,063 at 6%.