Baker and Associates Inc.
Plan context: Baker and Associates Inc. 401(K) Plan
EIN 34-1500731 • Centerville, OH • 30 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$4,203,105
2024 Contributions
$134,490
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $4,203,105 | $134,490 | $13,449iApproximate average salary by contribution assumption: employee only about $336,225 at 4% or $224,150 at 6%; with 50% employer match about $224,150 at 4% or $149,433 at 6%; with 100% employer match about $168,113 at 4% or $112,075 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 10 | $4,203,105 | $134,490 | $13,449iApproximate average salary by contribution assumption: employee only about $336,225 at 4% or $224,150 at 6%; with 50% employer match about $224,150 at 4% or $149,433 at 6%; with 100% employer match about $168,113 at 4% or $112,075 at 6%. |
| 2023 | 1 | 8 | $3,636,094 | $45,529 | $5,691iApproximate average salary by contribution assumption: employee only about $142,278 at 4% or $94,852 at 6%; with 50% employer match about $94,852 at 4% or $63,235 at 6%; with 100% employer match about $71,139 at 4% or $47,426 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 8 | $3,636,094 | $45,529 | $5,691iApproximate average salary by contribution assumption: employee only about $142,278 at 4% or $94,852 at 6%; with 50% employer match about $94,852 at 4% or $63,235 at 6%; with 100% employer match about $71,139 at 4% or $47,426 at 6%. |
| 2022 | 1 | 8 | $3,112,021 | $43,540 | $5,443iApproximate average salary by contribution assumption: employee only about $136,063 at 4% or $90,708 at 6%; with 50% employer match about $90,708 at 4% or $60,472 at 6%; with 100% employer match about $68,031 at 4% or $45,354 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 8 | $3,112,021 | $43,540 | $5,443iApproximate average salary by contribution assumption: employee only about $136,063 at 4% or $90,708 at 6%; with 50% employer match about $90,708 at 4% or $60,472 at 6%; with 100% employer match about $68,031 at 4% or $45,354 at 6%. |
| 2021 | 1 | 10 | $3,736,060 | $41,939 | $4,194iApproximate average salary by contribution assumption: employee only about $104,847 at 4% or $69,898 at 6%; with 50% employer match about $69,898 at 4% or $46,599 at 6%; with 100% employer match about $52,424 at 4% or $34,949 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 10 | $3,736,060 | $41,939 | $4,194iApproximate average salary by contribution assumption: employee only about $104,847 at 4% or $69,898 at 6%; with 50% employer match about $69,898 at 4% or $46,599 at 6%; with 100% employer match about $52,424 at 4% or $34,949 at 6%. |
| 2020 | 1 | 10 | $3,206,875 | $69,600 | $6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 10 | $3,206,875 | $69,600 | $6,960iApproximate average salary by contribution assumption: employee only about $174,000 at 4% or $116,000 at 6%; with 50% employer match about $116,000 at 4% or $77,333 at 6%; with 100% employer match about $87,000 at 4% or $58,000 at 6%. |
| 2019 | 1 | 12 | $2,693,196 | $51,072 | $4,256iApproximate average salary by contribution assumption: employee only about $106,400 at 4% or $70,933 at 6%; with 50% employer match about $70,933 at 4% or $47,289 at 6%; with 100% employer match about $53,200 at 4% or $35,467 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 12 | $2,693,196 | $51,072 | $4,256iApproximate average salary by contribution assumption: employee only about $106,400 at 4% or $70,933 at 6%; with 50% employer match about $70,933 at 4% or $47,289 at 6%; with 100% employer match about $53,200 at 4% or $35,467 at 6%. |
| 2018 | 1 | 8 | $2,155,092 | $56,961 | $7,120iApproximate average salary by contribution assumption: employee only about $178,003 at 4% or $118,669 at 6%; with 50% employer match about $118,669 at 4% or $79,113 at 6%; with 100% employer match about $89,002 at 4% or $59,334 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 8 | $2,155,092 | $56,961 | $7,120iApproximate average salary by contribution assumption: employee only about $178,003 at 4% or $118,669 at 6%; with 50% employer match about $118,669 at 4% or $79,113 at 6%; with 100% employer match about $89,002 at 4% or $59,334 at 6%. |
| 2017 | 1 | 11 | $2,282,216 | $65,025 | $5,911iApproximate average salary by contribution assumption: employee only about $147,784 at 4% or $98,523 at 6%; with 50% employer match about $98,523 at 4% or $65,682 at 6%; with 100% employer match about $73,892 at 4% or $49,261 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 11 | $2,282,216 | $65,025 | $5,911iApproximate average salary by contribution assumption: employee only about $147,784 at 4% or $98,523 at 6%; with 50% employer match about $98,523 at 4% or $65,682 at 6%; with 100% employer match about $73,892 at 4% or $49,261 at 6%. |
| 2016 | 1 | 12 | $1,881,935 | $66,529 | $5,544iApproximate average salary by contribution assumption: employee only about $138,602 at 4% or $92,401 at 6%; with 50% employer match about $92,401 at 4% or $61,601 at 6%; with 100% employer match about $69,301 at 4% or $46,201 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 12 | $1,881,935 | $66,529 | $5,544iApproximate average salary by contribution assumption: employee only about $138,602 at 4% or $92,401 at 6%; with 50% employer match about $92,401 at 4% or $61,601 at 6%; with 100% employer match about $69,301 at 4% or $46,201 at 6%. |
| 2015 | 1 | 8 | $1,675,462 | $57,948 | $7,244iApproximate average salary by contribution assumption: employee only about $181,088 at 4% or $120,725 at 6%; with 50% employer match about $120,725 at 4% or $80,483 at 6%; with 100% employer match about $90,544 at 4% or $60,363 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 8 | $1,675,462 | $57,948 | $7,244iApproximate average salary by contribution assumption: employee only about $181,088 at 4% or $120,725 at 6%; with 50% employer match about $120,725 at 4% or $80,483 at 6%; with 100% employer match about $90,544 at 4% or $60,363 at 6%. |
| 2014 | 1 | 9 | $1,624,506 | $49,750 | $5,528iApproximate average salary by contribution assumption: employee only about $138,194 at 4% or $92,130 at 6%; with 50% employer match about $92,130 at 4% or $61,420 at 6%; with 100% employer match about $69,097 at 4% or $46,065 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 9 | $1,624,506 | $49,750 | $5,528iApproximate average salary by contribution assumption: employee only about $138,194 at 4% or $92,130 at 6%; with 50% employer match about $92,130 at 4% or $61,420 at 6%; with 100% employer match about $69,097 at 4% or $46,065 at 6%. |
| 2013 | 1 | 10 | $1,511,486 | $43,558 | $4,356iApproximate average salary by contribution assumption: employee only about $108,895 at 4% or $72,597 at 6%; with 50% employer match about $72,597 at 4% or $48,398 at 6%; with 100% employer match about $54,448 at 4% or $36,298 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 10 | $1,511,486 | $43,558 | $4,356iApproximate average salary by contribution assumption: employee only about $108,895 at 4% or $72,597 at 6%; with 50% employer match about $72,597 at 4% or $48,398 at 6%; with 100% employer match about $54,448 at 4% or $36,298 at 6%. |
| 2012 | 1 | 11 | $1,295,260 | $31,620 | $2,875iApproximate average salary by contribution assumption: employee only about $71,864 at 4% or $47,909 at 6%; with 50% employer match about $47,909 at 4% or $31,939 at 6%; with 100% employer match about $35,932 at 4% or $23,955 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 11 | $1,295,260 | $31,620 | $2,875iApproximate average salary by contribution assumption: employee only about $71,864 at 4% or $47,909 at 6%; with 50% employer match about $47,909 at 4% or $31,939 at 6%; with 100% employer match about $35,932 at 4% or $23,955 at 6%. |
| 2011 | 1 | 12 | $1,176,798 | $39,414 | $3,285iApproximate average salary by contribution assumption: employee only about $82,113 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,494 at 6%; with 100% employer match about $41,056 at 4% or $27,371 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 12 | $1,176,798 | $39,414 | $3,285iApproximate average salary by contribution assumption: employee only about $82,113 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,494 at 6%; with 100% employer match about $41,056 at 4% or $27,371 at 6%. |
| 2010 | 1 | 11 | $1,214,224 | $40,050 | $3,641iApproximate average salary by contribution assumption: employee only about $91,023 at 4% or $60,682 at 6%; with 50% employer match about $60,682 at 4% or $40,455 at 6%; with 100% employer match about $45,511 at 4% or $30,341 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 11 | $1,214,224 | $40,050 | $3,641iApproximate average salary by contribution assumption: employee only about $91,023 at 4% or $60,682 at 6%; with 50% employer match about $60,682 at 4% or $40,455 at 6%; with 100% employer match about $45,511 at 4% or $30,341 at 6%. |
| 2009 | 1 | 13 | $1,101,362 | $44,389 | $3,415iApproximate average salary by contribution assumption: employee only about $85,363 at 4% or $56,909 at 6%; with 50% employer match about $56,909 at 4% or $37,939 at 6%; with 100% employer match about $42,682 at 4% or $28,454 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 13 | $1,101,362 | $44,389 | $3,415iApproximate average salary by contribution assumption: employee only about $85,363 at 4% or $56,909 at 6%; with 50% employer match about $56,909 at 4% or $37,939 at 6%; with 100% employer match about $42,682 at 4% or $28,454 at 6%. |
| 2008 | 1 | 13 | $885,124 | $81,637 | $6,280iApproximate average salary by contribution assumption: employee only about $156,994 at 4% or $104,663 at 6%; with 50% employer match about $104,663 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 13 | $885,124 | $81,637 | $6,280iApproximate average salary by contribution assumption: employee only about $156,994 at 4% or $104,663 at 6%; with 50% employer match about $104,663 at 4% or $69,775 at 6%; with 100% employer match about $78,497 at 4% or $52,331 at 6%. |
| 2007 | 1 | 11 | $1,264,565 | $79,328 | $7,212iApproximate average salary by contribution assumption: employee only about $180,291 at 4% or $120,194 at 6%; with 50% employer match about $120,194 at 4% or $80,129 at 6%; with 100% employer match about $90,145 at 4% or $60,097 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 11 | $1,264,565 | $79,328 | $7,212iApproximate average salary by contribution assumption: employee only about $180,291 at 4% or $120,194 at 6%; with 50% employer match about $120,194 at 4% or $80,129 at 6%; with 100% employer match about $90,145 at 4% or $60,097 at 6%. |
| 2006 | 1 | 11 | $1,115,994 | $144,215 | $13,110iApproximate average salary by contribution assumption: employee only about $327,761 at 4% or $218,508 at 6%; with 50% employer match about $218,508 at 4% or $145,672 at 6%; with 100% employer match about $163,881 at 4% or $109,254 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 11 | $1,115,994 | $144,215 | $13,110iApproximate average salary by contribution assumption: employee only about $327,761 at 4% or $218,508 at 6%; with 50% employer match about $218,508 at 4% or $145,672 at 6%; with 100% employer match about $163,881 at 4% or $109,254 at 6%. |
| 2005 | 1 | 12 | $846,187 | $57,870 | $4,823iApproximate average salary by contribution assumption: employee only about $120,563 at 4% or $80,375 at 6%; with 50% employer match about $80,375 at 4% or $53,583 at 6%; with 100% employer match about $60,281 at 4% or $40,188 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 12 | $846,187 | $57,870 | $4,823iApproximate average salary by contribution assumption: employee only about $120,563 at 4% or $80,375 at 6%; with 50% employer match about $80,375 at 4% or $53,583 at 6%; with 100% employer match about $60,281 at 4% or $40,188 at 6%. |
| 2004 | 2 | 12 | $730,317 | $87,905 | $7,325iApproximate average salary by contribution assumption: employee only about $183,135 at 4% or $122,090 at 6%; with 50% employer match about $122,090 at 4% or $81,394 at 6%; with 100% employer match about $91,568 at 4% or $61,045 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 12 | $730,317 | $87,905 | $7,325iApproximate average salary by contribution assumption: employee only about $183,135 at 4% or $122,090 at 6%; with 50% employer match about $122,090 at 4% or $81,394 at 6%; with 100% employer match about $91,568 at 4% or $61,045 at 6%. |
| Baker and Associates Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 2 | 12 | $330,080 | $77,247 | $6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,288 at 6%; with 50% employer match about $107,288 at 4% or $71,525 at 6%; with 100% employer match about $80,466 at 4% or $53,644 at 6%. |
| Baker and Associates Inc. 401(K) Plan | - | 12 | $330,080 | $77,247 | $6,437iApproximate average salary by contribution assumption: employee only about $160,931 at 4% or $107,288 at 6%; with 50% employer match about $107,288 at 4% or $71,525 at 6%; with 100% employer match about $80,466 at 4% or $53,644 at 6%. |
| Baker and Associates Inc. Money Purchase Pension Plan | - | 12 | - | - | - |
| 2002 | 2 | 8 | $0 | $0 | - |
| Baker and Associates Inc. Money Purchase Pension Plan | - | 8 | - | - | - |
| Baker and Associates Inc. 401(K) Plan | - | 7 | - | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| Baker and Associates Inc. 401(K) Plan | - | 6 | - | - | - |
| Baker and Associates Inc. Money Purchase Pension Plan | - | 6 | - | - | - |
| 2000 | 2 | 7 | $0 | $0 | - |
| Baker and Associates Inc. 401(K) Plan | - | 6 | - | - | - |
| Baker and Associates Inc. Money Purchase Pension Plan | - | 7 | - | - | - |