Civic Intelligence

Bauer, Davidson and Merchant Inc.

Plan context: Bauer, Davidson and Merchant Inc. Retirement Plan and Trust

EIN 31-0807948 • Westerville, OH • 13 filings • 1 plans

866 Puddington Ct.Westerville, OH 43081
Current Snapshot

Latest Year

2011

2011 Participants

15

2011 Assets

$1,043,696

2011 Contributions

$2,280

Historical Graphs

Total Assets Over Time

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

$2,951,204$1,475,602$0199920052010YearValue
$1,043,696Latest year 2010

Participants Over Time

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

31160199920052010YearValue
15Latest year 2010

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
201110$0$2,280-
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-0$0$2,280-
2010115$1,043,696$2,000$133iApproximate average salary by contribution assumption: employee only about $3,333 at 4% or $2,222 at 6%; with 50% employer match about $2,222 at 4% or $1,481 at 6%; with 100% employer match about $1,667 at 4% or $1,111 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-15$1,043,696$2,000$133iApproximate average salary by contribution assumption: employee only about $3,333 at 4% or $2,222 at 6%; with 50% employer match about $2,222 at 4% or $1,481 at 6%; with 100% employer match about $1,667 at 4% or $1,111 at 6%.
2009116$944,544$7,611$476iApproximate average salary by contribution assumption: employee only about $11,892 at 4% or $7,928 at 6%; with 50% employer match about $7,928 at 4% or $5,285 at 6%; with 100% employer match about $5,946 at 4% or $3,964 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-16$944,544$7,611$476iApproximate average salary by contribution assumption: employee only about $11,892 at 4% or $7,928 at 6%; with 50% employer match about $7,928 at 4% or $5,285 at 6%; with 100% employer match about $5,946 at 4% or $3,964 at 6%.
2008112$1,257,829$27,091$2,258iApproximate average salary by contribution assumption: employee only about $56,440 at 4% or $37,626 at 6%; with 50% employer match about $37,626 at 4% or $25,084 at 6%; with 100% employer match about $28,220 at 4% or $18,813 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-12$1,257,829$27,091$2,258iApproximate average salary by contribution assumption: employee only about $56,440 at 4% or $37,626 at 6%; with 50% employer match about $37,626 at 4% or $25,084 at 6%; with 100% employer match about $28,220 at 4% or $18,813 at 6%.
2007116$1,735,813$62,631$3,914iApproximate average salary by contribution assumption: employee only about $97,861 at 4% or $65,241 at 6%; with 50% employer match about $65,241 at 4% or $43,494 at 6%; with 100% employer match about $48,930 at 4% or $32,620 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-16$1,735,813$62,631$3,914iApproximate average salary by contribution assumption: employee only about $97,861 at 4% or $65,241 at 6%; with 50% employer match about $65,241 at 4% or $43,494 at 6%; with 100% employer match about $48,930 at 4% or $32,620 at 6%.
2006123$0$0-
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-23---
2005128$1,771,242$114,520$4,090iApproximate average salary by contribution assumption: employee only about $102,250 at 4% or $68,167 at 6%; with 50% employer match about $68,167 at 4% or $45,444 at 6%; with 100% employer match about $51,125 at 4% or $34,083 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-28$1,771,242$114,520$4,090iApproximate average salary by contribution assumption: employee only about $102,250 at 4% or $68,167 at 6%; with 50% employer match about $68,167 at 4% or $45,444 at 6%; with 100% employer match about $51,125 at 4% or $34,083 at 6%.
2004128$1,648,656$124,955$4,463iApproximate average salary by contribution assumption: employee only about $111,567 at 4% or $74,378 at 6%; with 50% employer match about $74,378 at 4% or $49,585 at 6%; with 100% employer match about $55,783 at 4% or $37,189 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-28$1,648,656$124,955$4,463iApproximate average salary by contribution assumption: employee only about $111,567 at 4% or $74,378 at 6%; with 50% employer match about $74,378 at 4% or $49,585 at 6%; with 100% employer match about $55,783 at 4% or $37,189 at 6%.
2003127$1,443,903$120,536$4,464iApproximate average salary by contribution assumption: employee only about $111,607 at 4% or $74,405 at 6%; with 50% employer match about $74,405 at 4% or $49,603 at 6%; with 100% employer match about $55,804 at 4% or $37,202 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-27$1,443,903$120,536$4,464iApproximate average salary by contribution assumption: employee only about $111,607 at 4% or $74,405 at 6%; with 50% employer match about $74,405 at 4% or $49,603 at 6%; with 100% employer match about $55,804 at 4% or $37,202 at 6%.
2002131$1,190,945$143,882$4,641iApproximate average salary by contribution assumption: employee only about $116,034 at 4% or $77,356 at 6%; with 50% employer match about $77,356 at 4% or $51,571 at 6%; with 100% employer match about $58,017 at 4% or $38,678 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-31$1,190,945$143,882$4,641iApproximate average salary by contribution assumption: employee only about $116,034 at 4% or $77,356 at 6%; with 50% employer match about $77,356 at 4% or $51,571 at 6%; with 100% employer match about $58,017 at 4% or $38,678 at 6%.
2001130$0$0-
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-30---
2000129$0$0-
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-29---
1999124$2,951,204$71,643$2,985iApproximate average salary by contribution assumption: employee only about $74,628 at 4% or $49,752 at 6%; with 50% employer match about $49,752 at 4% or $33,168 at 6%; with 100% employer match about $37,314 at 4% or $24,876 at 6%.
Bauer, Davidson and Merchant Inc. Retirement Plan and Trust-24$2,951,204$71,643$2,985iApproximate average salary by contribution assumption: employee only about $74,628 at 4% or $49,752 at 6%; with 50% employer match about $49,752 at 4% or $33,168 at 6%; with 100% employer match about $37,314 at 4% or $24,876 at 6%.