Civic Intelligence

Bailen and Associates Inc.

Plan context: Bailen and Associates Inc. 401K Plan

EIN 37-1244046 • 15 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$323,799

2008 Contributions

$50,781

Historical Graphs

Total Assets Over Time

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

$585,179$292,590$0199920052008YearValue
$323,799Latest year 2008

Participants Over Time

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

1160199920042008YearValue
6Latest year 2008

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
200816$323,799$50,781$8,464iApproximate average salary by contribution assumption: employee only about $211,588 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,794 at 4% or $70,529 at 6%.
Bailen and Associates Inc. 401K Plan-6$323,799$50,781$8,464iApproximate average salary by contribution assumption: employee only about $211,588 at 4% or $141,058 at 6%; with 50% employer match about $141,058 at 4% or $94,039 at 6%; with 100% employer match about $105,794 at 4% or $70,529 at 6%.
200727$551,812$62,803$8,972iApproximate average salary by contribution assumption: employee only about $224,296 at 4% or $149,531 at 6%; with 50% employer match about $149,531 at 4% or $99,687 at 6%; with 100% employer match about $112,148 at 4% or $74,765 at 6%.
Bailen and Associates Inc. 401K Plan-7$551,812$62,803$8,972iApproximate average salary by contribution assumption: employee only about $224,296 at 4% or $149,531 at 6%; with 50% employer match about $149,531 at 4% or $99,687 at 6%; with 100% employer match about $112,148 at 4% or $74,765 at 6%.
BAILEN & ASSOCIATES RETIREMENT PLAN-0---
200618$585,179$72,691$9,086iApproximate average salary by contribution assumption: employee only about $227,159 at 4% or $151,440 at 6%; with 50% employer match about $151,440 at 4% or $100,960 at 6%; with 100% employer match about $113,580 at 4% or $75,720 at 6%.
Bailen and Associates Inc. 401K Plan-8$585,179$72,691$9,086iApproximate average salary by contribution assumption: employee only about $227,159 at 4% or $151,440 at 6%; with 50% employer match about $151,440 at 4% or $100,960 at 6%; with 100% employer match about $113,580 at 4% or $75,720 at 6%.
2005210$581,045$111,263$11,126iApproximate average salary by contribution assumption: employee only about $278,158 at 4% or $185,438 at 6%; with 50% employer match about $185,438 at 4% or $123,626 at 6%; with 100% employer match about $139,079 at 4% or $92,719 at 6%.
Bailen and Associates Inc. 401K Plan-10$503,948$68,518$6,852iApproximate average salary by contribution assumption: employee only about $171,295 at 4% or $114,197 at 6%; with 50% employer match about $114,197 at 4% or $76,131 at 6%; with 100% employer match about $85,648 at 4% or $57,098 at 6%.
BAILEN & ASSOCIATES RETIREMENT PLAN-10$77,097$42,745$4,275iApproximate average salary by contribution assumption: employee only about $106,863 at 4% or $71,242 at 6%; with 50% employer match about $71,242 at 4% or $47,494 at 6%; with 100% employer match about $53,431 at 4% or $35,621 at 6%.
2004211$492,037$110,556$10,051iApproximate average salary by contribution assumption: employee only about $251,264 at 4% or $167,509 at 6%; with 50% employer match about $167,509 at 4% or $111,673 at 6%; with 100% employer match about $125,632 at 4% or $83,755 at 6%.
Bailen and Associates Inc. 401K Plan-11$450,102$110,556$10,051iApproximate average salary by contribution assumption: employee only about $251,264 at 4% or $167,509 at 6%; with 50% employer match about $167,509 at 4% or $111,673 at 6%; with 100% employer match about $125,632 at 4% or $83,755 at 6%.
BAILEN & ASSOCIATES RETIREMENT PLAN-10$41,935--
2003210$310,305$155,970$15,597iApproximate average salary by contribution assumption: employee only about $389,925 at 4% or $259,950 at 6%; with 50% employer match about $259,950 at 4% or $173,300 at 6%; with 100% employer match about $194,963 at 4% or $129,975 at 6%.
Bailen and Associates Inc. 401K Plan-10$310,305$125,854$12,585iApproximate average salary by contribution assumption: employee only about $314,635 at 4% or $209,757 at 6%; with 50% employer match about $209,757 at 4% or $139,838 at 6%; with 100% employer match about $157,318 at 4% or $104,878 at 6%.
BAILEN & ASSOCIATES RETIREMENT PLAN-8-$30,116$3,765iApproximate average salary by contribution assumption: employee only about $94,113 at 4% or $62,742 at 6%; with 50% employer match about $62,742 at 4% or $41,828 at 6%; with 100% employer match about $47,056 at 4% or $31,371 at 6%.
200229$188,678$98,509$10,945iApproximate average salary by contribution assumption: employee only about $273,636 at 4% or $182,424 at 6%; with 50% employer match about $182,424 at 4% or $121,616 at 6%; with 100% employer match about $136,818 at 4% or $91,212 at 6%.
Bailen and Associates Inc. 401K Plan-7$188,678$98,509$14,073iApproximate average salary by contribution assumption: employee only about $351,818 at 4% or $234,545 at 6%; with 50% employer match about $234,545 at 4% or $156,363 at 6%; with 100% employer match about $175,909 at 4% or $117,273 at 6%.
BAILEN & ASSOCIATES RETIREMENT PLAN-9---
200119$0$0-
Bailen and Associates Inc. 401K Plan-9---
200018$0$0-
Bailen and Associates Inc. 401K Plan-8---
199916$40,660$35,064$5,844iApproximate average salary by contribution assumption: employee only about $146,100 at 4% or $97,400 at 6%; with 50% employer match about $97,400 at 4% or $64,933 at 6%; with 100% employer match about $73,050 at 4% or $48,700 at 6%.
Bailen and Associates Inc. 401K Plan-6$40,660$35,064$5,844iApproximate average salary by contribution assumption: employee only about $146,100 at 4% or $97,400 at 6%; with 50% employer match about $97,400 at 4% or $64,933 at 6%; with 100% employer match about $73,050 at 4% or $48,700 at 6%.