Civic Intelligence

Bard Associates Inc.

Plan context: Bard Associates Inc. 401K Plan and Trust

EIN 36-3452497 • Chicago, IL • 19 filings • 2 plans

135 South Lasalle StreetSuite 3700Chicago, IL 60603
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$905,345

2025 Contributions

$94,890

Historical Graphs

Total Assets Over Time

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

$2,302,036$1,151,018$0200720162025YearValue
$905,345Latest year 2025

Participants Over Time

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

950200720162025YearValue
7Latest year 2025

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
202517$905,345$94,890$13,556iApproximate average salary by contribution assumption: employee only about $338,893 at 4% or $225,929 at 6%; with 50% employer match about $225,929 at 4% or $150,619 at 6%; with 100% employer match about $169,446 at 4% or $112,964 at 6%.
Bard Associates Inc. 401K Plan and Trust-7$905,345$94,890$13,556iApproximate average salary by contribution assumption: employee only about $338,893 at 4% or $225,929 at 6%; with 50% employer match about $225,929 at 4% or $150,619 at 6%; with 100% employer match about $169,446 at 4% or $112,964 at 6%.
202418$2,302,036$121,522$15,190iApproximate average salary by contribution assumption: employee only about $379,756 at 4% or $253,171 at 6%; with 50% employer match about $253,171 at 4% or $168,781 at 6%; with 100% employer match about $189,878 at 4% or $126,585 at 6%.
Bard Associates Inc. 401K Plan and Trust-8$2,302,036$121,522$15,190iApproximate average salary by contribution assumption: employee only about $379,756 at 4% or $253,171 at 6%; with 50% employer match about $253,171 at 4% or $168,781 at 6%; with 100% employer match about $189,878 at 4% or $126,585 at 6%.
202318$1,803,482$128,948$16,119iApproximate average salary by contribution assumption: employee only about $402,963 at 4% or $268,642 at 6%; with 50% employer match about $268,642 at 4% or $179,094 at 6%; with 100% employer match about $201,481 at 4% or $134,321 at 6%.
Bard Associates Inc. 401K Plan and Trust-8$1,803,482$128,948$16,119iApproximate average salary by contribution assumption: employee only about $402,963 at 4% or $268,642 at 6%; with 50% employer match about $268,642 at 4% or $179,094 at 6%; with 100% employer match about $201,481 at 4% or $134,321 at 6%.
202219$1,434,400$125,155$13,906iApproximate average salary by contribution assumption: employee only about $347,653 at 4% or $231,769 at 6%; with 50% employer match about $231,769 at 4% or $154,512 at 6%; with 100% employer match about $173,826 at 4% or $115,884 at 6%.
Bard Associates Inc. 401K Plan and Trust-9$1,434,400$125,155$13,906iApproximate average salary by contribution assumption: employee only about $347,653 at 4% or $231,769 at 6%; with 50% employer match about $231,769 at 4% or $154,512 at 6%; with 100% employer match about $173,826 at 4% or $115,884 at 6%.
202119$1,701,570$148,450$16,494iApproximate average salary by contribution assumption: employee only about $412,361 at 4% or $274,907 at 6%; with 50% employer match about $274,907 at 4% or $183,272 at 6%; with 100% employer match about $206,181 at 4% or $137,454 at 6%.
Bard Associates Inc. 401K Plan and Trust-9$1,701,570$148,450$16,494iApproximate average salary by contribution assumption: employee only about $412,361 at 4% or $274,907 at 6%; with 50% employer match about $274,907 at 4% or $183,272 at 6%; with 100% employer match about $206,181 at 4% or $137,454 at 6%.
202019$1,349,344$114,129$12,681iApproximate average salary by contribution assumption: employee only about $317,025 at 4% or $211,350 at 6%; with 50% employer match about $211,350 at 4% or $140,900 at 6%; with 100% employer match about $158,513 at 4% or $105,675 at 6%.
Bard Associates Inc. 401K Plan and Trust-9$1,349,344$114,129$12,681iApproximate average salary by contribution assumption: employee only about $317,025 at 4% or $211,350 at 6%; with 50% employer match about $211,350 at 4% or $140,900 at 6%; with 100% employer match about $158,513 at 4% or $105,675 at 6%.
201919$1,087,122$108,372$12,041iApproximate average salary by contribution assumption: employee only about $301,033 at 4% or $200,689 at 6%; with 50% employer match about $200,689 at 4% or $133,793 at 6%; with 100% employer match about $150,517 at 4% or $100,344 at 6%.
Bard Associates Inc. 401K Plan and Trust-9$1,087,122$108,372$12,041iApproximate average salary by contribution assumption: employee only about $301,033 at 4% or $200,689 at 6%; with 50% employer match about $200,689 at 4% or $133,793 at 6%; with 100% employer match about $150,517 at 4% or $100,344 at 6%.
201818$1,292,075$101,898$12,737iApproximate average salary by contribution assumption: employee only about $318,431 at 4% or $212,288 at 6%; with 50% employer match about $212,288 at 4% or $141,525 at 6%; with 100% employer match about $159,216 at 4% or $106,144 at 6%.
Bard Associates Inc. 401K Plan and Trust-8$1,292,075$101,898$12,737iApproximate average salary by contribution assumption: employee only about $318,431 at 4% or $212,288 at 6%; with 50% employer match about $212,288 at 4% or $141,525 at 6%; with 100% employer match about $159,216 at 4% or $106,144 at 6%.
201717$1,360,575$100,499$14,357iApproximate average salary by contribution assumption: employee only about $358,925 at 4% or $239,283 at 6%; with 50% employer match about $239,283 at 4% or $159,522 at 6%; with 100% employer match about $179,463 at 4% or $119,642 at 6%.
Bard Associates Inc. 401K Plan and Trust-7$1,360,575$100,499$14,357iApproximate average salary by contribution assumption: employee only about $358,925 at 4% or $239,283 at 6%; with 50% employer match about $239,283 at 4% or $159,522 at 6%; with 100% employer match about $179,463 at 4% or $119,642 at 6%.
201618$1,241,023$100,826$12,603iApproximate average salary by contribution assumption: employee only about $315,081 at 4% or $210,054 at 6%; with 50% employer match about $210,054 at 4% or $140,036 at 6%; with 100% employer match about $157,541 at 4% or $105,027 at 6%.
Bard Associates Inc. 401K Plan and Trust-8$1,241,023$100,826$12,603iApproximate average salary by contribution assumption: employee only about $315,081 at 4% or $210,054 at 6%; with 50% employer match about $210,054 at 4% or $140,036 at 6%; with 100% employer match about $157,541 at 4% or $105,027 at 6%.
201518$923,784$111,808$13,976iApproximate average salary by contribution assumption: employee only about $349,400 at 4% or $232,933 at 6%; with 50% employer match about $232,933 at 4% or $155,289 at 6%; with 100% employer match about $174,700 at 4% or $116,467 at 6%.
Bard Associates Inc. 401K Plan and Trust-8$923,784$111,808$13,976iApproximate average salary by contribution assumption: employee only about $349,400 at 4% or $232,933 at 6%; with 50% employer match about $232,933 at 4% or $155,289 at 6%; with 100% employer match about $174,700 at 4% or $116,467 at 6%.
201418$927,560$126,331$15,791iApproximate average salary by contribution assumption: employee only about $394,784 at 4% or $263,190 at 6%; with 50% employer match about $263,190 at 4% or $175,460 at 6%; with 100% employer match about $197,392 at 4% or $131,595 at 6%.
Bard Associates Inc. 401K Plan and Trust-8$927,560$126,331$15,791iApproximate average salary by contribution assumption: employee only about $394,784 at 4% or $263,190 at 6%; with 50% employer match about $263,190 at 4% or $175,460 at 6%; with 100% employer match about $197,392 at 4% or $131,595 at 6%.
201317$822,950$116,523$16,646iApproximate average salary by contribution assumption: employee only about $416,154 at 4% or $277,436 at 6%; with 50% employer match about $277,436 at 4% or $184,957 at 6%; with 100% employer match about $208,077 at 4% or $138,718 at 6%.
Bard Associates Inc. 401K Plan and Trust-7$822,950$116,523$16,646iApproximate average salary by contribution assumption: employee only about $416,154 at 4% or $277,436 at 6%; with 50% employer match about $277,436 at 4% or $184,957 at 6%; with 100% employer match about $208,077 at 4% or $138,718 at 6%.
201217$658,161$111,083$15,869iApproximate average salary by contribution assumption: employee only about $396,725 at 4% or $264,483 at 6%; with 50% employer match about $264,483 at 4% or $176,322 at 6%; with 100% employer match about $198,363 at 4% or $132,242 at 6%.
Bard Associates Inc. 401K Plan and Trust-7$658,161$111,083$15,869iApproximate average salary by contribution assumption: employee only about $396,725 at 4% or $264,483 at 6%; with 50% employer match about $264,483 at 4% or $176,322 at 6%; with 100% employer match about $198,363 at 4% or $132,242 at 6%.
201117$523,603$107,821$15,403iApproximate average salary by contribution assumption: employee only about $385,075 at 4% or $256,717 at 6%; with 50% employer match about $256,717 at 4% or $171,144 at 6%; with 100% employer match about $192,538 at 4% or $128,358 at 6%.
Bard Associates Inc. 401K Plan and Trust-7$523,603$107,821$15,403iApproximate average salary by contribution assumption: employee only about $385,075 at 4% or $256,717 at 6%; with 50% employer match about $256,717 at 4% or $171,144 at 6%; with 100% employer match about $192,538 at 4% or $128,358 at 6%.
201016$462,737$96,084$16,014iApproximate average salary by contribution assumption: employee only about $400,350 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
Bard Associates Inc. 401K Plan and Trust-6$462,737$96,084$16,014iApproximate average salary by contribution assumption: employee only about $400,350 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
200916$299,362$91,213$15,202iApproximate average salary by contribution assumption: employee only about $380,054 at 4% or $253,369 at 6%; with 50% employer match about $253,369 at 4% or $168,913 at 6%; with 100% employer match about $190,027 at 4% or $126,685 at 6%.
Bard Associates Inc. 401K Plan and Trust-6$299,362$91,213$15,202iApproximate average salary by contribution assumption: employee only about $380,054 at 4% or $253,369 at 6%; with 50% employer match about $253,369 at 4% or $168,913 at 6%; with 100% employer match about $190,027 at 4% or $126,685 at 6%.
200816$173,537$88,712$14,785iApproximate average salary by contribution assumption: employee only about $369,633 at 4% or $246,422 at 6%; with 50% employer match about $246,422 at 4% or $164,281 at 6%; with 100% employer match about $184,817 at 4% or $123,211 at 6%.
Bard Associates Inc. 401K Plan and Trust-6$173,537$88,712$14,785iApproximate average salary by contribution assumption: employee only about $369,633 at 4% or $246,422 at 6%; with 50% employer match about $246,422 at 4% or $164,281 at 6%; with 100% employer match about $184,817 at 4% or $123,211 at 6%.
200716$102,302$101,904$16,984iApproximate average salary by contribution assumption: employee only about $424,600 at 4% or $283,067 at 6%; with 50% employer match about $283,067 at 4% or $188,711 at 6%; with 100% employer match about $212,300 at 4% or $141,533 at 6%.
Bard Associates Inc. 401K Plan and Trust-6$102,302$101,904$16,984iApproximate average salary by contribution assumption: employee only about $424,600 at 4% or $283,067 at 6%; with 50% employer match about $283,067 at 4% or $188,711 at 6%; with 100% employer match about $212,300 at 4% or $141,533 at 6%.