Jeffrey S Bakst & Associates
Plan context: Jeffrey S Bakst & Associates Profit Sharing Plan
EIN 31-1178536 • Cincinnati, OH • 42 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
3
2022 Assets
$2,959,055
2022 Contributions
$1,852,757
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2021 | 1 | 3 | $2,959,055 | $1,852,757 | $617,586iApproximate average salary by contribution assumption: employee only about $15,439,642 at 4% or $10,293,094 at 6%; with 50% employer match about $10,293,094 at 4% or $6,862,063 at 6%; with 100% employer match about $7,719,821 at 4% or $5,146,547 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 3 | $2,959,055 | $1,852,757 | $617,586iApproximate average salary by contribution assumption: employee only about $15,439,642 at 4% or $10,293,094 at 6%; with 50% employer match about $10,293,094 at 4% or $6,862,063 at 6%; with 100% employer match about $7,719,821 at 4% or $5,146,547 at 6%. |
| 2020 | 2 | 4 | $2,753,507 | $45,317 | $11,329iApproximate average salary by contribution assumption: employee only about $283,231 at 4% or $188,821 at 6%; with 50% employer match about $188,821 at 4% or $125,881 at 6%; with 100% employer match about $141,616 at 4% or $94,410 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $2,753,507 | $45,317 | $11,329iApproximate average salary by contribution assumption: employee only about $283,231 at 4% or $188,821 at 6%; with 50% employer match about $188,821 at 4% or $125,881 at 6%; with 100% employer match about $141,616 at 4% or $94,410 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2019 | 2 | 4 | $4,071,209 | $155,250 | $38,813iApproximate average salary by contribution assumption: employee only about $970,313 at 4% or $646,875 at 6%; with 50% employer match about $646,875 at 4% or $431,250 at 6%; with 100% employer match about $485,156 at 4% or $323,438 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $2,683,038 | $48,250 | $12,063iApproximate average salary by contribution assumption: employee only about $301,563 at 4% or $201,042 at 6%; with 50% employer match about $201,042 at 4% or $134,028 at 6%; with 100% employer match about $150,781 at 4% or $100,521 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $1,388,171 | $107,000 | $26,750iApproximate average salary by contribution assumption: employee only about $668,750 at 4% or $445,833 at 6%; with 50% employer match about $445,833 at 4% or $297,222 at 6%; with 100% employer match about $334,375 at 4% or $222,917 at 6%. |
| 2018 | 2 | 4 | $3,347,695 | $181,115 | $45,279iApproximate average salary by contribution assumption: employee only about $1,131,969 at 4% or $754,646 at 6%; with 50% employer match about $754,646 at 4% or $503,097 at 6%; with 100% employer match about $565,984 at 4% or $377,323 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $2,169,677 | $44,115 | $11,029iApproximate average salary by contribution assumption: employee only about $275,719 at 4% or $183,813 at 6%; with 50% employer match about $183,813 at 4% or $122,542 at 6%; with 100% employer match about $137,859 at 4% or $91,906 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $1,178,018 | $137,000 | $34,250iApproximate average salary by contribution assumption: employee only about $856,250 at 4% or $570,833 at 6%; with 50% employer match about $570,833 at 4% or $380,556 at 6%; with 100% employer match about $428,125 at 4% or $285,417 at 6%. |
| 2017 | 2 | 4 | $3,435,536 | $204,300 | $51,075iApproximate average salary by contribution assumption: employee only about $1,276,875 at 4% or $851,250 at 6%; with 50% employer match about $851,250 at 4% or $567,500 at 6%; with 100% employer match about $638,438 at 4% or $425,625 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $2,347,253 | $54,300 | $13,575iApproximate average salary by contribution assumption: employee only about $339,375 at 4% or $226,250 at 6%; with 50% employer match about $226,250 at 4% or $150,833 at 6%; with 100% employer match about $169,688 at 4% or $113,125 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $1,088,283 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2016 | 2 | 4 | $2,852,257 | $138,563 | $34,641iApproximate average salary by contribution assumption: employee only about $866,019 at 4% or $577,346 at 6%; with 50% employer match about $577,346 at 4% or $384,897 at 6%; with 100% employer match about $433,009 at 4% or $288,673 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $1,914,533 | $43,563 | $10,891iApproximate average salary by contribution assumption: employee only about $272,269 at 4% or $181,513 at 6%; with 50% employer match about $181,513 at 4% or $121,008 at 6%; with 100% employer match about $136,134 at 4% or $90,756 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $937,724 | $95,000 | $23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%. |
| 2015 | 2 | 3 | $2,537,801 | $139,450 | $46,483iApproximate average salary by contribution assumption: employee only about $1,162,083 at 4% or $774,722 at 6%; with 50% employer match about $774,722 at 4% or $516,481 at 6%; with 100% employer match about $581,042 at 4% or $387,361 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 3 | $1,700,297 | $41,450 | $13,817iApproximate average salary by contribution assumption: employee only about $345,417 at 4% or $230,278 at 6%; with 50% employer match about $230,278 at 4% or $153,519 at 6%; with 100% employer match about $172,708 at 4% or $115,139 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 3 | $837,504 | $98,000 | $32,667iApproximate average salary by contribution assumption: employee only about $816,667 at 4% or $544,444 at 6%; with 50% employer match about $544,444 at 4% or $362,963 at 6%; with 100% employer match about $408,333 at 4% or $272,222 at 6%. |
| 2014 | 1 | 3 | $728,203 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 3 | $728,203 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2013 | 2 | 4 | $2,126,487 | $173,181 | $43,295iApproximate average salary by contribution assumption: employee only about $1,082,381 at 4% or $721,588 at 6%; with 50% employer match about $721,588 at 4% or $481,058 at 6%; with 100% employer match about $541,191 at 4% or $360,794 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $1,528,010 | $73,181 | $18,295iApproximate average salary by contribution assumption: employee only about $457,381 at 4% or $304,921 at 6%; with 50% employer match about $304,921 at 4% or $203,281 at 6%; with 100% employer match about $228,691 at 4% or $152,460 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $598,477 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2012 | 2 | 5 | $1,685,693 | $118,279 | $23,656iApproximate average salary by contribution assumption: employee only about $591,395 at 4% or $394,263 at 6%; with 50% employer match about $394,263 at 4% or $262,842 at 6%; with 100% employer match about $295,698 at 4% or $197,132 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 5 | $1,241,576 | $67,279 | $13,456iApproximate average salary by contribution assumption: employee only about $336,395 at 4% or $224,263 at 6%; with 50% employer match about $224,263 at 4% or $149,509 at 6%; with 100% employer match about $168,198 at 4% or $112,132 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $444,117 | $51,000 | $12,750iApproximate average salary by contribution assumption: employee only about $318,750 at 4% or $212,500 at 6%; with 50% employer match about $212,500 at 4% or $141,667 at 6%; with 100% employer match about $159,375 at 4% or $106,250 at 6%. |
| 2011 | 2 | 4 | $1,423,931 | $131,884 | $32,971iApproximate average salary by contribution assumption: employee only about $824,275 at 4% or $549,517 at 6%; with 50% employer match about $549,517 at 4% or $366,344 at 6%; with 100% employer match about $412,138 at 4% or $274,758 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $1,063,980 | $78,059 | $19,515iApproximate average salary by contribution assumption: employee only about $487,869 at 4% or $325,246 at 6%; with 50% employer match about $325,246 at 4% or $216,831 at 6%; with 100% employer match about $243,934 at 4% or $162,623 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $359,951 | $53,825 | $13,456iApproximate average salary by contribution assumption: employee only about $336,406 at 4% or $224,271 at 6%; with 50% employer match about $224,271 at 4% or $149,514 at 6%; with 100% employer match about $168,203 at 4% or $112,135 at 6%. |
| 2010 | 2 | 5 | $1,313,651 | $160,056 | $32,011iApproximate average salary by contribution assumption: employee only about $800,280 at 4% or $533,520 at 6%; with 50% employer match about $533,520 at 4% or $355,680 at 6%; with 100% employer match about $400,140 at 4% or $266,760 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 5 | $965,860 | $80,056 | $16,011iApproximate average salary by contribution assumption: employee only about $400,280 at 4% or $266,853 at 6%; with 50% employer match about $266,853 at 4% or $177,902 at 6%; with 100% employer match about $200,140 at 4% or $133,427 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $347,791 | $80,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2009 | 2 | 5 | $1,050,912 | $177,157 | $35,431iApproximate average salary by contribution assumption: employee only about $885,785 at 4% or $590,523 at 6%; with 50% employer match about $590,523 at 4% or $393,682 at 6%; with 100% employer match about $442,893 at 4% or $295,262 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $814,430 | $82,157 | $20,539iApproximate average salary by contribution assumption: employee only about $513,481 at 4% or $342,321 at 6%; with 50% employer match about $342,321 at 4% or $228,214 at 6%; with 100% employer match about $256,741 at 4% or $171,160 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 5 | $236,482 | $95,000 | $19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%. |
| 2008 | 2 | 4 | $664,564 | $129,473 | $32,368iApproximate average salary by contribution assumption: employee only about $809,206 at 4% or $539,471 at 6%; with 50% employer match about $539,471 at 4% or $359,647 at 6%; with 100% employer match about $404,603 at 4% or $269,735 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $546,242 | $68,873 | $17,218iApproximate average salary by contribution assumption: employee only about $430,456 at 4% or $286,971 at 6%; with 50% employer match about $286,971 at 4% or $191,314 at 6%; with 100% employer match about $215,228 at 4% or $143,485 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 3 | $118,322 | $60,600 | $20,200iApproximate average salary by contribution assumption: employee only about $505,000 at 4% or $336,667 at 6%; with 50% employer match about $336,667 at 4% or $224,444 at 6%; with 100% employer match about $252,500 at 4% or $168,333 at 6%. |
| 2007 | 2 | 3 | $860,076 | $137,767 | $45,922iApproximate average salary by contribution assumption: employee only about $1,148,058 at 4% or $765,372 at 6%; with 50% employer match about $765,372 at 4% or $510,248 at 6%; with 100% employer match about $574,029 at 4% or $382,686 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 3 | $747,356 | $77,348 | $25,783iApproximate average salary by contribution assumption: employee only about $644,567 at 4% or $429,711 at 6%; with 50% employer match about $429,711 at 4% or $286,474 at 6%; with 100% employer match about $322,283 at 4% or $214,856 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 3 | $112,720 | $60,419 | $20,140iApproximate average salary by contribution assumption: employee only about $503,492 at 4% or $335,661 at 6%; with 50% employer match about $335,661 at 4% or $223,774 at 6%; with 100% employer match about $251,746 at 4% or $167,831 at 6%. |
| 2006 | 2 | 4 | $658,380 | $118,442 | $29,611iApproximate average salary by contribution assumption: employee only about $740,263 at 4% or $493,508 at 6%; with 50% employer match about $493,508 at 4% or $329,006 at 6%; with 100% employer match about $370,131 at 4% or $246,754 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $601,781 | $61,843 | $15,461iApproximate average salary by contribution assumption: employee only about $386,519 at 4% or $257,679 at 6%; with 50% employer match about $257,679 at 4% or $171,786 at 6%; with 100% employer match about $193,259 at 4% or $128,840 at 6%. |
| Jeffrey S. Bakst & Associates Defined Benefit Plan | - | 4 | $56,599 | $56,599 | $14,150iApproximate average salary by contribution assumption: employee only about $353,744 at 4% or $235,829 at 6%; with 50% employer match about $235,829 at 4% or $157,219 at 6%; with 100% employer match about $176,872 at 4% or $117,915 at 6%. |
| 2005 | 1 | 3 | $527,323 | $65,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 3 | $527,323 | $65,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| 2004 | 1 | 4 | $409,430 | $64,041 | $16,010iApproximate average salary by contribution assumption: employee only about $400,256 at 4% or $266,838 at 6%; with 50% employer match about $266,838 at 4% or $177,892 at 6%; with 100% employer match about $200,128 at 4% or $133,419 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $409,430 | $64,041 | $16,010iApproximate average salary by contribution assumption: employee only about $400,256 at 4% or $266,838 at 6%; with 50% employer match about $266,838 at 4% or $177,892 at 6%; with 100% employer match about $200,128 at 4% or $133,419 at 6%. |
| 2003 | 1 | 3 | $342,914 | $54,500 | $18,167iApproximate average salary by contribution assumption: employee only about $454,167 at 4% or $302,778 at 6%; with 50% employer match about $302,778 at 4% or $201,852 at 6%; with 100% employer match about $227,083 at 4% or $151,389 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 3 | $342,914 | $54,500 | $18,167iApproximate average salary by contribution assumption: employee only about $454,167 at 4% or $302,778 at 6%; with 50% employer match about $302,778 at 4% or $201,852 at 6%; with 100% employer match about $227,083 at 4% or $151,389 at 6%. |
| 2002 | 2 | 2 | $251,486 | $65,000 | $32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 2 | $251,486 | $39,444 | $19,722iApproximate average salary by contribution assumption: employee only about $493,050 at 4% or $328,700 at 6%; with 50% employer match about $328,700 at 4% or $219,133 at 6%; with 100% employer match about $246,525 at 4% or $164,350 at 6%. |
| Jeffrey S Bakst & Associates Pension Plan | - | 0 | - | $25,556 | - |
| 2001 | 2 | 2 | $508,262 | $54,442 | $27,221iApproximate average salary by contribution assumption: employee only about $680,525 at 4% or $453,683 at 6%; with 50% employer match about $453,683 at 4% or $302,456 at 6%; with 100% employer match about $340,263 at 4% or $226,842 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 2 | $254,131 | $26,335 | $13,168iApproximate average salary by contribution assumption: employee only about $329,188 at 4% or $219,458 at 6%; with 50% employer match about $219,458 at 4% or $146,306 at 6%; with 100% employer match about $164,594 at 4% or $109,729 at 6%. |
| Jeffrey S Bakst & Associates Pension Plan | - | 2 | $254,131 | $28,107 | $14,054iApproximate average salary by contribution assumption: employee only about $351,338 at 4% or $234,225 at 6%; with 50% employer match about $234,225 at 4% or $156,150 at 6%; with 100% employer match about $175,669 at 4% or $117,113 at 6%. |
| 2000 | 2 | 4 | $4,680,120 | $56,572 | $14,143iApproximate average salary by contribution assumption: employee only about $353,575 at 4% or $235,717 at 6%; with 50% employer match about $235,717 at 4% or $157,144 at 6%; with 100% employer match about $176,788 at 4% or $117,858 at 6%. |
| Jeffrey S Bakst & Associates Pension Plan | - | 4 | $2,340,060 | $29,122 | $7,281iApproximate average salary by contribution assumption: employee only about $182,013 at 4% or $121,342 at 6%; with 50% employer match about $121,342 at 4% or $80,894 at 6%; with 100% employer match about $91,006 at 4% or $60,671 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $2,340,060 | $27,450 | $6,863iApproximate average salary by contribution assumption: employee only about $171,563 at 4% or $114,375 at 6%; with 50% employer match about $114,375 at 4% or $76,250 at 6%; with 100% employer match about $85,781 at 4% or $57,188 at 6%. |
| 1999 | 2 | 4 | $8,436,112 | $49,261 | $12,315iApproximate average salary by contribution assumption: employee only about $307,881 at 4% or $205,254 at 6%; with 50% employer match about $205,254 at 4% or $136,836 at 6%; with 100% employer match about $153,941 at 4% or $102,627 at 6%. |
| Jeffrey S Bakst & Associates Profit Sharing Plan | - | 4 | $4,218,056 | $27,560 | $6,890iApproximate average salary by contribution assumption: employee only about $172,250 at 4% or $114,833 at 6%; with 50% employer match about $114,833 at 4% or $76,556 at 6%; with 100% employer match about $86,125 at 4% or $57,417 at 6%. |
| Jeffrey S Bakst & Associates Pension Plan | - | 4 | $4,218,056 | $21,701 | $5,425iApproximate average salary by contribution assumption: employee only about $135,631 at 4% or $90,421 at 6%; with 50% employer match about $90,421 at 4% or $60,281 at 6%; with 100% employer match about $67,816 at 4% or $45,210 at 6%. |