Bashein & Bashein Co., Lpa
Plan context: Bashein & Bashein Co., Lpa Cash Balance Plan
EIN 34-1688164 • Cleveland, OH • 46 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$8,772,534
2024 Contributions
$403,484
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 | 2 | 15 | $8,772,534 | $403,484 | $26,899iApproximate average salary by contribution assumption: employee only about $672,473 at 4% or $448,316 at 6%; with 50% employer match about $448,316 at 4% or $298,877 at 6%; with 100% employer match about $336,237 at 4% or $224,158 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 8 | $4,640,416 | $250,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 15 | $4,132,118 | $153,484 | $10,232iApproximate average salary by contribution assumption: employee only about $255,807 at 4% or $170,538 at 6%; with 50% employer match about $170,538 at 4% or $113,692 at 6%; with 100% employer match about $127,903 at 4% or $85,269 at 6%. |
| 2023 | 2 | 15 | $8,352,579 | $422,936 | $28,196iApproximate average salary by contribution assumption: employee only about $704,893 at 4% or $469,929 at 6%; with 50% employer match about $469,929 at 4% or $313,286 at 6%; with 100% employer match about $352,447 at 4% or $234,964 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 8 | $4,578,392 | $300,000 | $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%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 15 | $3,774,187 | $122,936 | $8,196iApproximate average salary by contribution assumption: employee only about $204,893 at 4% or $136,596 at 6%; with 50% employer match about $136,596 at 4% or $91,064 at 6%; with 100% employer match about $102,447 at 4% or $68,298 at 6%. |
| 2022 | 2 | 14 | $7,324,342 | $142,251 | $10,161iApproximate average salary by contribution assumption: employee only about $254,020 at 4% or $169,346 at 6%; with 50% employer match about $169,346 at 4% or $112,898 at 6%; with 100% employer match about $127,010 at 4% or $84,673 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 8 | $4,144,088 | $0 | - |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 14 | $3,180,254 | $142,251 | $10,161iApproximate average salary by contribution assumption: employee only about $254,020 at 4% or $169,346 at 6%; with 50% employer match about $169,346 at 4% or $112,898 at 6%; with 100% employer match about $127,010 at 4% or $84,673 at 6%. |
| 2021 | 2 | 14 | $8,209,669 | $1,230,504 | $87,893iApproximate average salary by contribution assumption: employee only about $2,197,329 at 4% or $1,464,886 at 6%; with 50% employer match about $1,464,886 at 4% or $976,590 at 6%; with 100% employer match about $1,098,664 at 4% or $732,443 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 8 | $4,781,299 | $1,108,296 | $138,537iApproximate average salary by contribution assumption: employee only about $3,463,425 at 4% or $2,308,950 at 6%; with 50% employer match about $2,308,950 at 4% or $1,539,300 at 6%; with 100% employer match about $1,731,713 at 4% or $1,154,475 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 14 | $3,428,370 | $122,208 | $8,729iApproximate average salary by contribution assumption: employee only about $218,229 at 4% or $145,486 at 6%; with 50% employer match about $145,486 at 4% or $96,990 at 6%; with 100% employer match about $109,114 at 4% or $72,743 at 6%. |
| 2020 | 2 | 14 | $8,508,929 | $706,383 | $50,456iApproximate average salary by contribution assumption: employee only about $1,261,398 at 4% or $840,932 at 6%; with 50% employer match about $840,932 at 4% or $560,621 at 6%; with 100% employer match about $630,699 at 4% or $420,466 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 14 | $5,107,161 | $121,860 | $8,704iApproximate average salary by contribution assumption: employee only about $217,607 at 4% or $145,071 at 6%; with 50% employer match about $145,071 at 4% or $96,714 at 6%; with 100% employer match about $108,804 at 4% or $72,536 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 9 | $3,401,768 | $584,523 | $64,947iApproximate average salary by contribution assumption: employee only about $1,623,675 at 4% or $1,082,450 at 6%; with 50% employer match about $1,082,450 at 4% or $721,633 at 6%; with 100% employer match about $811,838 at 4% or $541,225 at 6%. |
| 2019 | 2 | 14 | $7,003,989 | $875,522 | $62,537iApproximate average salary by contribution assumption: employee only about $1,563,432 at 4% or $1,042,288 at 6%; with 50% employer match about $1,042,288 at 4% or $694,859 at 6%; with 100% employer match about $781,716 at 4% or $521,144 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 14 | $4,428,443 | $166,861 | $11,919iApproximate average salary by contribution assumption: employee only about $297,966 at 4% or $198,644 at 6%; with 50% employer match about $198,644 at 4% or $132,429 at 6%; with 100% employer match about $148,983 at 4% or $99,322 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 8 | $2,575,546 | $708,661 | $88,583iApproximate average salary by contribution assumption: employee only about $2,214,566 at 4% or $1,476,377 at 6%; with 50% employer match about $1,476,377 at 4% or $984,251 at 6%; with 100% employer match about $1,107,283 at 4% or $738,189 at 6%. |
| 2018 | 2 | 15 | $5,135,751 | $398,488 | $26,566iApproximate average salary by contribution assumption: employee only about $664,147 at 4% or $442,764 at 6%; with 50% employer match about $442,764 at 4% or $295,176 at 6%; with 100% employer match about $332,073 at 4% or $221,382 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 15 | $3,531,595 | $98,488 | $6,566iApproximate average salary by contribution assumption: employee only about $164,147 at 4% or $109,431 at 6%; with 50% employer match about $109,431 at 4% or $72,954 at 6%; with 100% employer match about $82,073 at 4% or $54,716 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 8 | $1,604,156 | $300,000 | $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%. |
| 2017 | 2 | 15 | $5,121,490 | $269,434 | $17,962iApproximate average salary by contribution assumption: employee only about $449,057 at 4% or $299,371 at 6%; with 50% employer match about $299,371 at 4% or $199,581 at 6%; with 100% employer match about $224,528 at 4% or $149,686 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 15 | $3,691,571 | $66,530 | $4,435iApproximate average salary by contribution assumption: employee only about $110,883 at 4% or $73,922 at 6%; with 50% employer match about $73,922 at 4% or $49,281 at 6%; with 100% employer match about $55,442 at 4% or $36,961 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 9 | $1,429,919 | $202,904 | $22,545iApproximate average salary by contribution assumption: employee only about $563,622 at 4% or $375,748 at 6%; with 50% employer match about $375,748 at 4% or $250,499 at 6%; with 100% employer match about $281,811 at 4% or $187,874 at 6%. |
| 2016 | 2 | 15 | $4,374,538 | $410,024 | $27,335iApproximate average salary by contribution assumption: employee only about $683,373 at 4% or $455,582 at 6%; with 50% employer match about $455,582 at 4% or $303,721 at 6%; with 100% employer match about $341,687 at 4% or $227,791 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 15 | $3,237,093 | $110,024 | $7,335iApproximate average salary by contribution assumption: employee only about $183,373 at 4% or $122,249 at 6%; with 50% employer match about $122,249 at 4% or $81,499 at 6%; with 100% employer match about $91,687 at 4% or $61,124 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 9 | $1,137,445 | $300,000 | $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%. |
| 2015 | 2 | 12 | $3,753,108 | $409,485 | $34,124iApproximate average salary by contribution assumption: employee only about $853,094 at 4% or $568,729 at 6%; with 50% employer match about $568,729 at 4% or $379,153 at 6%; with 100% employer match about $426,547 at 4% or $284,365 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 12 | $2,956,375 | $109,485 | $9,124iApproximate average salary by contribution assumption: employee only about $228,094 at 4% or $152,063 at 6%; with 50% employer match about $152,063 at 4% or $101,375 at 6%; with 100% employer match about $114,047 at 4% or $76,031 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 7 | $796,733 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| 2014 | 2 | 8 | $3,326,272 | $414,374 | $51,797iApproximate average salary by contribution assumption: employee only about $1,294,919 at 4% or $863,279 at 6%; with 50% employer match about $863,279 at 4% or $575,519 at 6%; with 100% employer match about $647,459 at 4% or $431,640 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 8 | $2,820,075 | $109,974 | $13,747iApproximate average salary by contribution assumption: employee only about $343,669 at 4% or $229,113 at 6%; with 50% employer match about $229,113 at 4% or $152,742 at 6%; with 100% employer match about $171,834 at 4% or $114,556 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 7 | $506,197 | $304,400 | $43,486iApproximate average salary by contribution assumption: employee only about $1,087,143 at 4% or $724,762 at 6%; with 50% employer match about $724,762 at 4% or $483,175 at 6%; with 100% employer match about $543,571 at 4% or $362,381 at 6%. |
| 2013 | 2 | 9 | $2,725,459 | $329,278 | $36,586iApproximate average salary by contribution assumption: employee only about $914,661 at 4% or $609,774 at 6%; with 50% employer match about $609,774 at 4% or $406,516 at 6%; with 100% employer match about $457,331 at 4% or $304,887 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 9 | $2,525,459 | $129,278 | $14,364iApproximate average salary by contribution assumption: employee only about $359,106 at 4% or $239,404 at 6%; with 50% employer match about $239,404 at 4% or $159,602 at 6%; with 100% employer match about $179,553 at 4% or $119,702 at 6%. |
| Bashein & Bashein Co., Lpa Cash Balance Plan | - | 9 | $200,000 | $200,000 | $22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%. |
| 2012 | 1 | 9 | $1,930,871 | $138,154 | $15,350iApproximate average salary by contribution assumption: employee only about $383,761 at 4% or $255,841 at 6%; with 50% employer match about $255,841 at 4% or $170,560 at 6%; with 100% employer match about $191,881 at 4% or $127,920 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 9 | $1,930,871 | $138,154 | $15,350iApproximate average salary by contribution assumption: employee only about $383,761 at 4% or $255,841 at 6%; with 50% employer match about $255,841 at 4% or $170,560 at 6%; with 100% employer match about $191,881 at 4% or $127,920 at 6%. |
| 2011 | 1 | 8 | $1,602,526 | $134,461 | $16,808iApproximate average salary by contribution assumption: employee only about $420,191 at 4% or $280,127 at 6%; with 50% employer match about $280,127 at 4% or $186,751 at 6%; with 100% employer match about $210,095 at 4% or $140,064 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 8 | $1,602,526 | $134,461 | $16,808iApproximate average salary by contribution assumption: employee only about $420,191 at 4% or $280,127 at 6%; with 50% employer match about $280,127 at 4% or $186,751 at 6%; with 100% employer match about $210,095 at 4% or $140,064 at 6%. |
| 2010 | 1 | 8 | $1,584,334 | $126,361 | $15,795iApproximate average salary by contribution assumption: employee only about $394,878 at 4% or $263,252 at 6%; with 50% employer match about $263,252 at 4% or $175,501 at 6%; with 100% employer match about $197,439 at 4% or $131,626 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 8 | $1,584,334 | $126,361 | $15,795iApproximate average salary by contribution assumption: employee only about $394,878 at 4% or $263,252 at 6%; with 50% employer match about $263,252 at 4% or $175,501 at 6%; with 100% employer match about $197,439 at 4% or $131,626 at 6%. |
| 2009 | 1 | 9 | $1,357,806 | $121,592 | $13,510iApproximate average salary by contribution assumption: employee only about $337,756 at 4% or $225,170 at 6%; with 50% employer match about $225,170 at 4% or $150,114 at 6%; with 100% employer match about $168,878 at 4% or $112,585 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 9 | $1,357,806 | $121,592 | $13,510iApproximate average salary by contribution assumption: employee only about $337,756 at 4% or $225,170 at 6%; with 50% employer match about $225,170 at 4% or $150,114 at 6%; with 100% employer match about $168,878 at 4% or $112,585 at 6%. |
| 2008 | 1 | 7 | $977,017 | $93,963 | $13,423iApproximate average salary by contribution assumption: employee only about $335,582 at 4% or $223,721 at 6%; with 50% employer match about $223,721 at 4% or $149,148 at 6%; with 100% employer match about $167,791 at 4% or $111,861 at 6%. |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 7 | $977,017 | $93,963 | $13,423iApproximate average salary by contribution assumption: employee only about $335,582 at 4% or $223,721 at 6%; with 50% employer match about $223,721 at 4% or $149,148 at 6%; with 100% employer match about $167,791 at 4% or $111,861 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2006 | 3 | 8 | $1,195,116 | $120,462 | $15,058iApproximate average salary by contribution assumption: employee only about $376,444 at 4% or $250,963 at 6%; with 50% employer match about $250,963 at 4% or $167,308 at 6%; with 100% employer match about $188,222 at 4% or $125,481 at 6%. |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 8 | $1,195,116 | $120,462 | $15,058iApproximate average salary by contribution assumption: employee only about $376,444 at 4% or $250,963 at 6%; with 50% employer match about $250,963 at 4% or $167,308 at 6%; with 100% employer match about $188,222 at 4% or $125,481 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 0 | - | - | - |
| Bashein & Bashein Co., Lpa 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2005 | 1 | 8 | $1,047,300 | $142,119 | $17,765iApproximate average salary by contribution assumption: employee only about $444,122 at 4% or $296,081 at 6%; with 50% employer match about $296,081 at 4% or $197,388 at 6%; with 100% employer match about $222,061 at 4% or $148,041 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 8 | $1,047,300 | $142,119 | $17,765iApproximate average salary by contribution assumption: employee only about $444,122 at 4% or $296,081 at 6%; with 50% employer match about $296,081 at 4% or $197,388 at 6%; with 100% employer match about $222,061 at 4% or $148,041 at 6%. |
| 2004 | 2 | 6 | $879,303 | $124,471 | $20,745iApproximate average salary by contribution assumption: employee only about $518,629 at 4% or $345,753 at 6%; with 50% employer match about $345,753 at 4% or $230,502 at 6%; with 100% employer match about $259,315 at 4% or $172,876 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 6 | $879,303 | $124,471 | $20,745iApproximate average salary by contribution assumption: employee only about $518,629 at 4% or $345,753 at 6%; with 50% employer match about $345,753 at 4% or $230,502 at 6%; with 100% employer match about $259,315 at 4% or $172,876 at 6%. |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 0 | - | - | - |
| 2003 | 2 | 5 | $839,554 | $28,623 | $5,725iApproximate average salary by contribution assumption: employee only about $143,115 at 4% or $95,410 at 6%; with 50% employer match about $95,410 at 4% or $63,607 at 6%; with 100% employer match about $71,558 at 4% or $47,705 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 5 | $598,214 | - | - |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 5 | $241,340 | $28,623 | $5,725iApproximate average salary by contribution assumption: employee only about $143,115 at 4% or $95,410 at 6%; with 50% employer match about $95,410 at 4% or $63,607 at 6%; with 100% employer match about $71,558 at 4% or $47,705 at 6%. |
| 2002 | 2 | 4 | $778,788 | $102,085 | $25,521iApproximate average salary by contribution assumption: employee only about $638,031 at 4% or $425,354 at 6%; with 50% employer match about $425,354 at 4% or $283,569 at 6%; with 100% employer match about $319,016 at 4% or $212,677 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 4 | $559,617 | $76,564 | $19,141iApproximate average salary by contribution assumption: employee only about $478,525 at 4% or $319,017 at 6%; with 50% employer match about $319,017 at 4% or $212,678 at 6%; with 100% employer match about $239,263 at 4% or $159,508 at 6%. |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 4 | $219,171 | $25,521 | $6,380iApproximate average salary by contribution assumption: employee only about $159,506 at 4% or $106,338 at 6%; with 50% employer match about $106,338 at 4% or $70,892 at 6%; with 100% employer match about $79,753 at 4% or $53,169 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 4 | - | - | - |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 4 | - | - | - |
| 2000 | 2 | 5 | $761,018 | $75,476 | $15,095iApproximate average salary by contribution assumption: employee only about $377,380 at 4% or $251,587 at 6%; with 50% employer match about $251,587 at 4% or $167,724 at 6%; with 100% employer match about $188,690 at 4% or $125,793 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 5 | $577,517 | $54,091 | $10,818iApproximate average salary by contribution assumption: employee only about $270,455 at 4% or $180,303 at 6%; with 50% employer match about $180,303 at 4% or $120,202 at 6%; with 100% employer match about $135,228 at 4% or $90,152 at 6%. |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 5 | $183,501 | $21,385 | $4,277iApproximate average salary by contribution assumption: employee only about $106,925 at 4% or $71,283 at 6%; with 50% employer match about $71,283 at 4% or $47,522 at 6%; with 100% employer match about $53,463 at 4% or $35,642 at 6%. |
| 1999 | 2 | 5 | $778,505 | $79,246 | $15,849iApproximate average salary by contribution assumption: employee only about $396,230 at 4% or $264,153 at 6%; with 50% employer match about $264,153 at 4% or $176,102 at 6%; with 100% employer match about $198,115 at 4% or $132,077 at 6%. |
| Bashein & Bashein Co 1 Lpa Profit Sharing Plan | - | 5 | $611,730 | $58,114 | $11,623iApproximate average salary by contribution assumption: employee only about $290,570 at 4% or $193,713 at 6%; with 50% employer match about $193,713 at 4% or $129,142 at 6%; with 100% employer match about $145,285 at 4% or $96,857 at 6%. |
| Bashein & Bashein Co., Lpa Money Purchase Plan | - | 5 | $166,775 | $21,132 | $4,226iApproximate average salary by contribution assumption: employee only about $105,660 at 4% or $70,440 at 6%; with 50% employer match about $70,440 at 4% or $46,960 at 6%; with 100% employer match about $52,830 at 4% or $35,220 at 6%. |