Civic Intelligence

Bailey and Company Benefits Group

Plan context: KLB PROUD, INC SOCA BENEFIT PLAN

EIN 31-1584360 • Cincinnati, OH • 23 filings • 5 plans

900 Adams Crossing Ste 4300Cincinnati, OH 45202
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$121

2024 Contributions

$11,674

Historical Graphs

Total Assets Over Time

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

$2,895,335$1,447,668$0200220112024YearValue
$121Latest year 2024

Participants Over Time

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

1160200220112024YearValue
2Latest 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
202412$121$11,674$5,837iApproximate average salary by contribution assumption: employee only about $145,925 at 4% or $97,283 at 6%; with 50% employer match about $97,283 at 4% or $64,856 at 6%; with 100% employer match about $72,963 at 4% or $48,642 at 6%.
KLB PROUD, INC SOCA BENEFIT PLAN-2$121$11,674$5,837iApproximate average salary by contribution assumption: employee only about $145,925 at 4% or $97,283 at 6%; with 50% employer match about $97,283 at 4% or $64,856 at 6%; with 100% employer match about $72,963 at 4% or $48,642 at 6%.
201920$0$0-
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-0$0$0-
BAILEY AND COMPANY BENEFITS GROUP DEFINED BENEFIT PLAN-0$0$0-
2018211$2,895,335$612,203$55,655iApproximate average salary by contribution assumption: employee only about $1,391,370 at 4% or $927,580 at 6%; with 50% employer match about $927,580 at 4% or $618,387 at 6%; with 100% employer match about $695,685 at 4% or $463,790 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-11$2,124,004$200,203$18,200iApproximate average salary by contribution assumption: employee only about $455,007 at 4% or $303,338 at 6%; with 50% employer match about $303,338 at 4% or $202,225 at 6%; with 100% employer match about $227,503 at 4% or $151,669 at 6%.
BAILEY AND COMPANY BENEFITS GROUP DEFINED BENEFIT PLAN-8$771,331$412,000$51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%.
2017210$2,593,893$404,741$40,474iApproximate average salary by contribution assumption: employee only about $1,011,853 at 4% or $674,568 at 6%; with 50% employer match about $674,568 at 4% or $449,712 at 6%; with 100% employer match about $505,926 at 4% or $337,284 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-10$2,202,312$197,741$19,774iApproximate average salary by contribution assumption: employee only about $494,352 at 4% or $329,568 at 6%; with 50% employer match about $329,568 at 4% or $219,712 at 6%; with 100% employer match about $247,176 at 4% or $164,784 at 6%.
BAILEY AND COMPANY BENEFITS GROUP DEFINED BENEFIT PLAN-9$391,581$207,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
2016210$1,877,850$335,438$33,544iApproximate average salary by contribution assumption: employee only about $838,595 at 4% or $559,063 at 6%; with 50% employer match about $559,063 at 4% or $372,709 at 6%; with 100% employer match about $419,298 at 4% or $279,532 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-10$1,712,906$170,438$17,044iApproximate average salary by contribution assumption: employee only about $426,095 at 4% or $284,063 at 6%; with 50% employer match about $284,063 at 4% or $189,376 at 6%; with 100% employer match about $213,048 at 4% or $142,032 at 6%.
BAILEY AND COMPANY BENEFITS GROUP DEFINED BENEFIT PLAN-8$164,944$165,000$20,625iApproximate average salary by contribution assumption: employee only about $515,625 at 4% or $343,750 at 6%; with 50% employer match about $343,750 at 4% or $229,167 at 6%; with 100% employer match about $257,813 at 4% or $171,875 at 6%.
201518$1,434,057$157,714$19,714iApproximate average salary by contribution assumption: employee only about $492,856 at 4% or $328,571 at 6%; with 50% employer match about $328,571 at 4% or $219,047 at 6%; with 100% employer match about $246,428 at 4% or $164,285 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-8$1,434,057$157,714$19,714iApproximate average salary by contribution assumption: employee only about $492,856 at 4% or $328,571 at 6%; with 50% employer match about $328,571 at 4% or $219,047 at 6%; with 100% employer match about $246,428 at 4% or $164,285 at 6%.
201417$1,290,221$194,866$27,838iApproximate average salary by contribution assumption: employee only about $695,950 at 4% or $463,967 at 6%; with 50% employer match about $463,967 at 4% or $309,311 at 6%; with 100% employer match about $347,975 at 4% or $231,983 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-7$1,290,221$194,866$27,838iApproximate average salary by contribution assumption: employee only about $695,950 at 4% or $463,967 at 6%; with 50% employer match about $463,967 at 4% or $309,311 at 6%; with 100% employer match about $347,975 at 4% or $231,983 at 6%.
201318$1,321,561$80,575$10,072iApproximate average salary by contribution assumption: employee only about $251,797 at 4% or $167,865 at 6%; with 50% employer match about $167,865 at 4% or $111,910 at 6%; with 100% employer match about $125,898 at 4% or $83,932 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-8$1,321,561$80,575$10,072iApproximate average salary by contribution assumption: employee only about $251,797 at 4% or $167,865 at 6%; with 50% employer match about $167,865 at 4% or $111,910 at 6%; with 100% employer match about $125,898 at 4% or $83,932 at 6%.
201218$1,191,137$143,969$17,996iApproximate average salary by contribution assumption: employee only about $449,903 at 4% or $299,935 at 6%; with 50% employer match about $299,935 at 4% or $199,957 at 6%; with 100% employer match about $224,952 at 4% or $149,968 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-8$1,191,137$143,969$17,996iApproximate average salary by contribution assumption: employee only about $449,903 at 4% or $299,935 at 6%; with 50% employer match about $299,935 at 4% or $199,957 at 6%; with 100% employer match about $224,952 at 4% or $149,968 at 6%.
201117$967,035$141,669$20,238iApproximate average salary by contribution assumption: employee only about $505,961 at 4% or $337,307 at 6%; with 50% employer match about $337,307 at 4% or $224,871 at 6%; with 100% employer match about $252,980 at 4% or $168,654 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-7$967,035$141,669$20,238iApproximate average salary by contribution assumption: employee only about $505,961 at 4% or $337,307 at 6%; with 50% employer match about $337,307 at 4% or $224,871 at 6%; with 100% employer match about $252,980 at 4% or $168,654 at 6%.
201017$808,053$136,987$19,570iApproximate average salary by contribution assumption: employee only about $489,239 at 4% or $326,160 at 6%; with 50% employer match about $326,160 at 4% or $217,440 at 6%; with 100% employer match about $244,620 at 4% or $163,080 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-7$808,053$136,987$19,570iApproximate average salary by contribution assumption: employee only about $489,239 at 4% or $326,160 at 6%; with 50% employer match about $326,160 at 4% or $217,440 at 6%; with 100% employer match about $244,620 at 4% or $163,080 at 6%.
200915$741,110$138,211$27,642iApproximate average salary by contribution assumption: employee only about $691,055 at 4% or $460,703 at 6%; with 50% employer match about $460,703 at 4% or $307,136 at 6%; with 100% employer match about $345,528 at 4% or $230,352 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-5$741,110$138,211$27,642iApproximate average salary by contribution assumption: employee only about $691,055 at 4% or $460,703 at 6%; with 50% employer match about $460,703 at 4% or $307,136 at 6%; with 100% employer match about $345,528 at 4% or $230,352 at 6%.
200815$474,001$135,123$27,025iApproximate average salary by contribution assumption: employee only about $675,615 at 4% or $450,410 at 6%; with 50% employer match about $450,410 at 4% or $300,273 at 6%; with 100% employer match about $337,808 at 4% or $225,205 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-5$474,001$135,123$27,025iApproximate average salary by contribution assumption: employee only about $675,615 at 4% or $450,410 at 6%; with 50% employer match about $450,410 at 4% or $300,273 at 6%; with 100% employer match about $337,808 at 4% or $225,205 at 6%.
200716$0$0-
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-6---
200615$417,255$110,127$22,025iApproximate average salary by contribution assumption: employee only about $550,635 at 4% or $367,090 at 6%; with 50% employer match about $367,090 at 4% or $244,727 at 6%; with 100% employer match about $275,318 at 4% or $183,545 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-5$417,255$110,127$22,025iApproximate average salary by contribution assumption: employee only about $550,635 at 4% or $367,090 at 6%; with 50% employer match about $367,090 at 4% or $244,727 at 6%; with 100% employer match about $275,318 at 4% or $183,545 at 6%.
200514$262,389$85,459$21,365iApproximate average salary by contribution assumption: employee only about $534,119 at 4% or $356,079 at 6%; with 50% employer match about $356,079 at 4% or $237,386 at 6%; with 100% employer match about $267,059 at 4% or $178,040 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-4$262,389$85,459$21,365iApproximate average salary by contribution assumption: employee only about $534,119 at 4% or $356,079 at 6%; with 50% employer match about $356,079 at 4% or $237,386 at 6%; with 100% employer match about $267,059 at 4% or $178,040 at 6%.
200413$160,892$61,409$20,470iApproximate average salary by contribution assumption: employee only about $511,742 at 4% or $341,161 at 6%; with 50% employer match about $341,161 at 4% or $227,441 at 6%; with 100% employer match about $255,871 at 4% or $170,581 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-3$160,892$61,409$20,470iApproximate average salary by contribution assumption: employee only about $511,742 at 4% or $341,161 at 6%; with 50% employer match about $341,161 at 4% or $227,441 at 6%; with 100% employer match about $255,871 at 4% or $170,581 at 6%.
200312$105,641$61,182$30,591iApproximate average salary by contribution assumption: employee only about $764,775 at 4% or $509,850 at 6%; with 50% employer match about $509,850 at 4% or $339,900 at 6%; with 100% employer match about $382,388 at 4% or $254,925 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-2$105,641$61,182$30,591iApproximate average salary by contribution assumption: employee only about $764,775 at 4% or $509,850 at 6%; with 50% employer match about $509,850 at 4% or $339,900 at 6%; with 100% employer match about $382,388 at 4% or $254,925 at 6%.
200213$44,159$44,131$14,710iApproximate average salary by contribution assumption: employee only about $367,758 at 4% or $245,172 at 6%; with 50% employer match about $245,172 at 4% or $163,448 at 6%; with 100% employer match about $183,879 at 4% or $122,586 at 6%.
Bailey and Company Benefits Group 401(K) Profit Sharing Plan-3$44,159$44,131$14,710iApproximate average salary by contribution assumption: employee only about $367,758 at 4% or $245,172 at 6%; with 50% employer match about $245,172 at 4% or $163,448 at 6%; with 100% employer match about $183,879 at 4% or $122,586 at 6%.