Civic Intelligence

Bagby, Gajdos & Zachary

Plan context: Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust

EIN 33-0906416 • Tustin, CA • 41 filings • 4 plans

P.O. Box 3067Tustin, CA 92781
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$1,021,650

2023 Contributions

$43,136

Historical Graphs

Total Assets Over Time

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

$4,724,139$2,362,070$0199920122022YearValue
$1,021,650Latest year 2022

Participants Over Time

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

36180199920112022YearValue
12Latest 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
202310$0$0-
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-0$0$0-
2022112$1,021,650$43,136$3,595iApproximate average salary by contribution assumption: employee only about $89,867 at 4% or $59,911 at 6%; with 50% employer match about $59,911 at 4% or $39,941 at 6%; with 100% employer match about $44,933 at 4% or $29,956 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-12$1,021,650$43,136$3,595iApproximate average salary by contribution assumption: employee only about $89,867 at 4% or $59,911 at 6%; with 50% employer match about $59,911 at 4% or $39,941 at 6%; with 100% employer match about $44,933 at 4% or $29,956 at 6%.
2021112$1,202,746$57,099$4,758iApproximate average salary by contribution assumption: employee only about $118,956 at 4% or $79,304 at 6%; with 50% employer match about $79,304 at 4% or $52,869 at 6%; with 100% employer match about $59,478 at 4% or $39,652 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-12$1,202,746$57,099$4,758iApproximate average salary by contribution assumption: employee only about $118,956 at 4% or $79,304 at 6%; with 50% employer match about $79,304 at 4% or $52,869 at 6%; with 100% employer match about $59,478 at 4% or $39,652 at 6%.
2020112$1,108,607$53,360$4,447iApproximate average salary by contribution assumption: employee only about $111,167 at 4% or $74,111 at 6%; with 50% employer match about $74,111 at 4% or $49,407 at 6%; with 100% employer match about $55,583 at 4% or $37,056 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-12$1,108,607$53,360$4,447iApproximate average salary by contribution assumption: employee only about $111,167 at 4% or $74,111 at 6%; with 50% employer match about $74,111 at 4% or $49,407 at 6%; with 100% employer match about $55,583 at 4% or $37,056 at 6%.
2019214$1,335,623$66,523$4,752iApproximate average salary by contribution assumption: employee only about $118,791 at 4% or $79,194 at 6%; with 50% employer match about $79,194 at 4% or $52,796 at 6%; with 100% employer match about $59,396 at 4% or $39,597 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-14$1,335,623$66,523$4,752iApproximate average salary by contribution assumption: employee only about $118,791 at 4% or $79,194 at 6%; with 50% employer match about $79,194 at 4% or $52,796 at 6%; with 100% employer match about $59,396 at 4% or $39,597 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-0$0$0-
2018220$2,843,544$186,447$9,322iApproximate average salary by contribution assumption: employee only about $233,059 at 4% or $155,373 at 6%; with 50% employer match about $155,373 at 4% or $103,582 at 6%; with 100% employer match about $116,529 at 4% or $77,686 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-20$1,808,382$0-
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-13$1,035,162$186,447$14,342iApproximate average salary by contribution assumption: employee only about $358,552 at 4% or $239,035 at 6%; with 50% employer match about $239,035 at 4% or $159,356 at 6%; with 100% employer match about $179,276 at 4% or $119,517 at 6%.
2017220$3,051,392$71,097$3,555iApproximate average salary by contribution assumption: employee only about $88,871 at 4% or $59,248 at 6%; with 50% employer match about $59,248 at 4% or $39,498 at 6%; with 100% employer match about $44,436 at 4% or $29,624 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-20$2,036,972$0-
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-20$1,014,420$71,097$3,555iApproximate average salary by contribution assumption: employee only about $88,871 at 4% or $59,248 at 6%; with 50% employer match about $59,248 at 4% or $39,498 at 6%; with 100% employer match about $44,436 at 4% or $29,624 at 6%.
2016225$3,925,690$70,243$2,810iApproximate average salary by contribution assumption: employee only about $70,243 at 4% or $46,829 at 6%; with 50% employer match about $46,829 at 4% or $31,219 at 6%; with 100% employer match about $35,122 at 4% or $23,414 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-25$2,310,076$70,243$2,810iApproximate average salary by contribution assumption: employee only about $70,243 at 4% or $46,829 at 6%; with 50% employer match about $46,829 at 4% or $31,219 at 6%; with 100% employer match about $35,122 at 4% or $23,414 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-20$1,615,614$0-
2015229$4,724,139$221,162$7,626iApproximate average salary by contribution assumption: employee only about $190,657 at 4% or $127,105 at 6%; with 50% employer match about $127,105 at 4% or $84,736 at 6%; with 100% employer match about $95,328 at 4% or $63,552 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-29$2,714,457$98,211$3,387iApproximate average salary by contribution assumption: employee only about $84,665 at 4% or $56,443 at 6%; with 50% employer match about $56,443 at 4% or $37,629 at 6%; with 100% employer match about $42,332 at 4% or $28,222 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-21$2,009,682$122,951$5,855iApproximate average salary by contribution assumption: employee only about $146,370 at 4% or $97,580 at 6%; with 50% employer match about $97,580 at 4% or $65,053 at 6%; with 100% employer match about $73,185 at 4% or $48,790 at 6%.
2014229$4,504,354$219,281$7,561iApproximate average salary by contribution assumption: employee only about $189,035 at 4% or $126,024 at 6%; with 50% employer match about $126,024 at 4% or $84,016 at 6%; with 100% employer match about $94,518 at 4% or $63,012 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-29$2,673,656$94,792$3,269iApproximate average salary by contribution assumption: employee only about $81,717 at 4% or $54,478 at 6%; with 50% employer match about $54,478 at 4% or $36,319 at 6%; with 100% employer match about $40,859 at 4% or $27,239 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-20$1,830,698$124,489$6,224iApproximate average salary by contribution assumption: employee only about $155,611 at 4% or $103,741 at 6%; with 50% employer match about $103,741 at 4% or $69,161 at 6%; with 100% employer match about $77,806 at 4% or $51,870 at 6%.
2013228$4,129,231$235,808$8,422iApproximate average salary by contribution assumption: employee only about $210,543 at 4% or $140,362 at 6%; with 50% employer match about $140,362 at 4% or $93,575 at 6%; with 100% employer match about $105,271 at 4% or $70,181 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-28$2,484,211$118,532$4,233iApproximate average salary by contribution assumption: employee only about $105,832 at 4% or $70,555 at 6%; with 50% employer match about $70,555 at 4% or $47,037 at 6%; with 100% employer match about $52,916 at 4% or $35,277 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-16$1,645,020$117,276$7,330iApproximate average salary by contribution assumption: employee only about $183,244 at 4% or $122,163 at 6%; with 50% employer match about $122,163 at 4% or $81,442 at 6%; with 100% employer match about $91,622 at 4% or $61,081 at 6%.
2012231$3,217,968$214,086$6,906iApproximate average salary by contribution assumption: employee only about $172,650 at 4% or $115,100 at 6%; with 50% employer match about $115,100 at 4% or $76,733 at 6%; with 100% employer match about $86,325 at 4% or $57,550 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-31$1,970,849$98,886$3,190iApproximate average salary by contribution assumption: employee only about $79,747 at 4% or $53,165 at 6%; with 50% employer match about $53,165 at 4% or $35,443 at 6%; with 100% employer match about $39,873 at 4% or $26,582 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-14$1,247,119$115,200$8,229iApproximate average salary by contribution assumption: employee only about $205,714 at 4% or $137,143 at 6%; with 50% employer match about $137,143 at 4% or $91,429 at 6%; with 100% employer match about $102,857 at 4% or $68,571 at 6%.
2011233$2,914,104$216,043$6,547iApproximate average salary by contribution assumption: employee only about $163,669 at 4% or $109,113 at 6%; with 50% employer match about $109,113 at 4% or $72,742 at 6%; with 100% employer match about $81,834 at 4% or $54,556 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-33$1,835,806$110,750$3,356iApproximate average salary by contribution assumption: employee only about $83,902 at 4% or $55,934 at 6%; with 50% employer match about $55,934 at 4% or $37,290 at 6%; with 100% employer match about $41,951 at 4% or $27,967 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-13$1,078,298$105,293$8,099iApproximate average salary by contribution assumption: employee only about $202,487 at 4% or $134,991 at 6%; with 50% employer match about $134,991 at 4% or $89,994 at 6%; with 100% employer match about $101,243 at 4% or $67,496 at 6%.
2010236$3,150,748$298,049$8,279iApproximate average salary by contribution assumption: employee only about $206,978 at 4% or $137,986 at 6%; with 50% employer match about $137,986 at 4% or $91,990 at 6%; with 100% employer match about $103,489 at 4% or $68,993 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-36$1,940,006$122,558$3,404iApproximate average salary by contribution assumption: employee only about $85,110 at 4% or $56,740 at 6%; with 50% employer match about $56,740 at 4% or $37,827 at 6%; with 100% employer match about $42,555 at 4% or $28,370 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-20$1,210,742$175,491$8,775iApproximate average salary by contribution assumption: employee only about $219,364 at 4% or $146,243 at 6%; with 50% employer match about $146,243 at 4% or $97,495 at 6%; with 100% employer match about $109,682 at 4% or $73,121 at 6%.
2009234$2,569,072$322,847$9,496iApproximate average salary by contribution assumption: employee only about $237,388 at 4% or $158,258 at 6%; with 50% employer match about $158,258 at 4% or $105,506 at 6%; with 100% employer match about $118,694 at 4% or $79,129 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-34$1,680,384$136,968$4,028iApproximate average salary by contribution assumption: employee only about $100,712 at 4% or $67,141 at 6%; with 50% employer match about $67,141 at 4% or $44,761 at 6%; with 100% employer match about $50,356 at 4% or $33,571 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-17$888,688$185,879$10,934iApproximate average salary by contribution assumption: employee only about $273,351 at 4% or $182,234 at 6%; with 50% employer match about $182,234 at 4% or $121,490 at 6%; with 100% employer match about $136,676 at 4% or $91,117 at 6%.
2008235$1,694,893$294,231$8,407iApproximate average salary by contribution assumption: employee only about $210,165 at 4% or $140,110 at 6%; with 50% employer match about $140,110 at 4% or $93,407 at 6%; with 100% employer match about $105,083 at 4% or $70,055 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-35$1,153,994$155,366$4,439iApproximate average salary by contribution assumption: employee only about $110,976 at 4% or $73,984 at 6%; with 50% employer match about $73,984 at 4% or $49,323 at 6%; with 100% employer match about $55,488 at 4% or $36,992 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-10$540,899$138,865$13,887iApproximate average salary by contribution assumption: employee only about $347,163 at 4% or $231,442 at 6%; with 50% employer match about $231,442 at 4% or $154,294 at 6%; with 100% employer match about $173,581 at 4% or $115,721 at 6%.
2007227$2,425,951$308,456$11,424iApproximate average salary by contribution assumption: employee only about $285,607 at 4% or $190,405 at 6%; with 50% employer match about $190,405 at 4% or $126,937 at 6%; with 100% employer match about $142,804 at 4% or $95,202 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-27$1,729,858$143,192$5,303iApproximate average salary by contribution assumption: employee only about $132,585 at 4% or $88,390 at 6%; with 50% employer match about $88,390 at 4% or $58,927 at 6%; with 100% employer match about $66,293 at 4% or $44,195 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-9$696,093$165,264$18,363iApproximate average salary by contribution assumption: employee only about $459,067 at 4% or $306,044 at 6%; with 50% employer match about $306,044 at 4% or $204,030 at 6%; with 100% employer match about $229,533 at 4% or $153,022 at 6%.
2006227$2,059,156$315,005$11,667iApproximate average salary by contribution assumption: employee only about $291,671 at 4% or $194,448 at 6%; with 50% employer match about $194,448 at 4% or $129,632 at 6%; with 100% employer match about $145,836 at 4% or $97,224 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-27$1,609,415$152,437$5,646iApproximate average salary by contribution assumption: employee only about $141,145 at 4% or $94,097 at 6%; with 50% employer match about $94,097 at 4% or $62,731 at 6%; with 100% employer match about $70,573 at 4% or $47,048 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-9$449,741$162,568$18,063iApproximate average salary by contribution assumption: employee only about $451,578 at 4% or $301,052 at 6%; with 50% employer match about $301,052 at 4% or $200,701 at 6%; with 100% employer match about $225,789 at 4% or $150,526 at 6%.
2005229$1,645,845$357,096$12,314iApproximate average salary by contribution assumption: employee only about $307,841 at 4% or $205,228 at 6%; with 50% employer match about $205,228 at 4% or $136,818 at 6%; with 100% employer match about $153,921 at 4% or $102,614 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-29$1,388,225$213,041$7,346iApproximate average salary by contribution assumption: employee only about $183,656 at 4% or $122,437 at 6%; with 50% employer match about $122,437 at 4% or $81,625 at 6%; with 100% employer match about $91,828 at 4% or $61,219 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-8$257,620$144,055$18,007iApproximate average salary by contribution assumption: employee only about $450,172 at 4% or $300,115 at 6%; with 50% employer match about $300,115 at 4% or $200,076 at 6%; with 100% employer match about $225,086 at 4% or $150,057 at 6%.
2004232$1,214,040$396,297$12,384iApproximate average salary by contribution assumption: employee only about $309,607 at 4% or $206,405 at 6%; with 50% employer match about $206,405 at 4% or $137,603 at 6%; with 100% employer match about $154,804 at 4% or $103,202 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-32$1,100,792$283,049$8,845iApproximate average salary by contribution assumption: employee only about $221,132 at 4% or $147,421 at 6%; with 50% employer match about $147,421 at 4% or $98,281 at 6%; with 100% employer match about $110,566 at 4% or $73,711 at 6%.
BAGBY, GAJDOS & ZACHARY LLP RETIREMENT PLAN-10$113,248$113,248$11,325iApproximate average salary by contribution assumption: employee only about $283,120 at 4% or $188,747 at 6%; with 50% employer match about $188,747 at 4% or $125,831 at 6%; with 100% employer match about $141,560 at 4% or $94,373 at 6%.
2003132$731,807$191,567$5,986iApproximate average salary by contribution assumption: employee only about $149,662 at 4% or $99,774 at 6%; with 50% employer match about $99,774 at 4% or $66,516 at 6%; with 100% employer match about $74,831 at 4% or $49,887 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-32$731,807$191,567$5,986iApproximate average salary by contribution assumption: employee only about $149,662 at 4% or $99,774 at 6%; with 50% employer match about $99,774 at 4% or $66,516 at 6%; with 100% employer match about $74,831 at 4% or $49,887 at 6%.
2002124$0$0-
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-24---
2001116$324,414$104,379$6,524iApproximate average salary by contribution assumption: employee only about $163,092 at 4% or $108,728 at 6%; with 50% employer match about $108,728 at 4% or $72,485 at 6%; with 100% employer match about $81,546 at 4% or $54,364 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-16$324,414$104,379$6,524iApproximate average salary by contribution assumption: employee only about $163,092 at 4% or $108,728 at 6%; with 50% employer match about $108,728 at 4% or $72,485 at 6%; with 100% employer match about $81,546 at 4% or $54,364 at 6%.
2000120$0$0-
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-20---
199918$199,774$56,371$7,046iApproximate average salary by contribution assumption: employee only about $176,159 at 4% or $117,440 at 6%; with 50% employer match about $117,440 at 4% or $78,293 at 6%; with 100% employer match about $88,080 at 4% or $58,720 at 6%.
Bagby, Gajdos & Zachary 401K Profit Sharing Plan and Trust-8$199,774$56,371$7,046iApproximate average salary by contribution assumption: employee only about $176,159 at 4% or $117,440 at 6%; with 50% employer match about $117,440 at 4% or $78,293 at 6%; with 100% employer match about $88,080 at 4% or $58,720 at 6%.