Civic Intelligence

The Baker Group

Plan context: Baker Financial Group 401K Plan & Trust

EIN 38-1976980 • Southfield, MI • 26 filings • 3 plans

26400 Lahser Rd Ste 312Southfield, MI 48033-2675
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$506,629

2024 Contributions

$83,961

Historical Graphs

Total Assets Over Time

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

$693,321$346,661$0199920142024YearValue
$506,629Latest year 2024

Participants Over Time

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

1050199920122024YearValue
7Latest year 2024

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
202417$506,629$83,961$11,994iApproximate average salary by contribution assumption: employee only about $299,861 at 4% or $199,907 at 6%; with 50% employer match about $199,907 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,954 at 6%.
Baker Financial Group 401K Plan & Trust-7$506,629$83,961$11,994iApproximate average salary by contribution assumption: employee only about $299,861 at 4% or $199,907 at 6%; with 50% employer match about $199,907 at 4% or $133,271 at 6%; with 100% employer match about $149,930 at 4% or $99,954 at 6%.
202317$381,305$68,306$9,758iApproximate average salary by contribution assumption: employee only about $243,950 at 4% or $162,633 at 6%; with 50% employer match about $162,633 at 4% or $108,422 at 6%; with 100% employer match about $121,975 at 4% or $81,317 at 6%.
Baker Financial Group 401K Plan & Trust-7$381,305$68,306$9,758iApproximate average salary by contribution assumption: employee only about $243,950 at 4% or $162,633 at 6%; with 50% employer match about $162,633 at 4% or $108,422 at 6%; with 100% employer match about $121,975 at 4% or $81,317 at 6%.
202218$632,090$127,356$15,920iApproximate average salary by contribution assumption: employee only about $397,988 at 4% or $265,325 at 6%; with 50% employer match about $265,325 at 4% or $176,883 at 6%; with 100% employer match about $198,994 at 4% or $132,663 at 6%.
Baker Financial Group 401K Plan & Trust-8$632,090$127,356$15,920iApproximate average salary by contribution assumption: employee only about $397,988 at 4% or $265,325 at 6%; with 50% employer match about $265,325 at 4% or $176,883 at 6%; with 100% employer match about $198,994 at 4% or $132,663 at 6%.
202117$563,551$83,109$11,873iApproximate average salary by contribution assumption: employee only about $296,818 at 4% or $197,879 at 6%; with 50% employer match about $197,879 at 4% or $131,919 at 6%; with 100% employer match about $148,409 at 4% or $98,939 at 6%.
Baker Financial Group 401K Plan & Trust-7$563,551$83,109$11,873iApproximate average salary by contribution assumption: employee only about $296,818 at 4% or $197,879 at 6%; with 50% employer match about $197,879 at 4% or $131,919 at 6%; with 100% employer match about $148,409 at 4% or $98,939 at 6%.
202016$508,536$76,355$12,726iApproximate average salary by contribution assumption: employee only about $318,146 at 4% or $212,097 at 6%; with 50% employer match about $212,097 at 4% or $141,398 at 6%; with 100% employer match about $159,073 at 4% or $106,049 at 6%.
Baker Financial Group 401K Plan & Trust-6$508,536$76,355$12,726iApproximate average salary by contribution assumption: employee only about $318,146 at 4% or $212,097 at 6%; with 50% employer match about $212,097 at 4% or $141,398 at 6%; with 100% employer match about $159,073 at 4% or $106,049 at 6%.
201917$693,321$114,140$16,306iApproximate average salary by contribution assumption: employee only about $407,643 at 4% or $271,762 at 6%; with 50% employer match about $271,762 at 4% or $181,175 at 6%; with 100% employer match about $203,821 at 4% or $135,881 at 6%.
Baker Financial Group 401K Plan & Trust-7$693,321$114,140$16,306iApproximate average salary by contribution assumption: employee only about $407,643 at 4% or $271,762 at 6%; with 50% employer match about $271,762 at 4% or $181,175 at 6%; with 100% employer match about $203,821 at 4% or $135,881 at 6%.
201817$563,568$73,009$10,430iApproximate average salary by contribution assumption: employee only about $260,746 at 4% or $173,831 at 6%; with 50% employer match about $173,831 at 4% or $115,887 at 6%; with 100% employer match about $130,373 at 4% or $86,915 at 6%.
Baker Financial Group 401K Plan & Trust-7$563,568$73,009$10,430iApproximate average salary by contribution assumption: employee only about $260,746 at 4% or $173,831 at 6%; with 50% employer match about $173,831 at 4% or $115,887 at 6%; with 100% employer match about $130,373 at 4% or $86,915 at 6%.
201715$516,119$40,624$8,125iApproximate average salary by contribution assumption: employee only about $203,120 at 4% or $135,413 at 6%; with 50% employer match about $135,413 at 4% or $90,276 at 6%; with 100% employer match about $101,560 at 4% or $67,707 at 6%.
Baker Financial Group 401K Plan & Trust-5$516,119$40,624$8,125iApproximate average salary by contribution assumption: employee only about $203,120 at 4% or $135,413 at 6%; with 50% employer match about $135,413 at 4% or $90,276 at 6%; with 100% employer match about $101,560 at 4% or $67,707 at 6%.
201615$493,666$22,591$4,518iApproximate average salary by contribution assumption: employee only about $112,955 at 4% or $75,303 at 6%; with 50% employer match about $75,303 at 4% or $50,202 at 6%; with 100% employer match about $56,478 at 4% or $37,652 at 6%.
Baker Financial Group 401K Plan & Trust-5$493,666$22,591$4,518iApproximate average salary by contribution assumption: employee only about $112,955 at 4% or $75,303 at 6%; with 50% employer match about $75,303 at 4% or $50,202 at 6%; with 100% employer match about $56,478 at 4% or $37,652 at 6%.
201514$466,629$24,300$6,075iApproximate average salary by contribution assumption: employee only about $151,875 at 4% or $101,250 at 6%; with 50% employer match about $101,250 at 4% or $67,500 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%.
Baker Financial Group 401K Plan & Trust-4$466,629$24,300$6,075iApproximate average salary by contribution assumption: employee only about $151,875 at 4% or $101,250 at 6%; with 50% employer match about $101,250 at 4% or $67,500 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%.
201414$483,280$23,406$5,852iApproximate average salary by contribution assumption: employee only about $146,288 at 4% or $97,525 at 6%; with 50% employer match about $97,525 at 4% or $65,017 at 6%; with 100% employer match about $73,144 at 4% or $48,763 at 6%.
Baker Financial Group 401K Plan & Trust-4$483,280$23,406$5,852iApproximate average salary by contribution assumption: employee only about $146,288 at 4% or $97,525 at 6%; with 50% employer match about $97,525 at 4% or $65,017 at 6%; with 100% employer match about $73,144 at 4% or $48,763 at 6%.
201314$453,388$33,350$8,338iApproximate average salary by contribution assumption: employee only about $208,438 at 4% or $138,958 at 6%; with 50% employer match about $138,958 at 4% or $92,639 at 6%; with 100% employer match about $104,219 at 4% or $69,479 at 6%.
Baker Financial Group 401K Plan & Trust-4$453,388$33,350$8,338iApproximate average salary by contribution assumption: employee only about $208,438 at 4% or $138,958 at 6%; with 50% employer match about $138,958 at 4% or $92,639 at 6%; with 100% employer match about $104,219 at 4% or $69,479 at 6%.
201214$399,927$32,949$8,237iApproximate average salary by contribution assumption: employee only about $205,931 at 4% or $137,288 at 6%; with 50% employer match about $137,288 at 4% or $91,525 at 6%; with 100% employer match about $102,966 at 4% or $68,644 at 6%.
Baker Financial Group 401K Plan & Trust-4$399,927$32,949$8,237iApproximate average salary by contribution assumption: employee only about $205,931 at 4% or $137,288 at 6%; with 50% employer match about $137,288 at 4% or $91,525 at 6%; with 100% employer match about $102,966 at 4% or $68,644 at 6%.
201115$338,670$28,983$5,797iApproximate average salary by contribution assumption: employee only about $144,915 at 4% or $96,610 at 6%; with 50% employer match about $96,610 at 4% or $64,407 at 6%; with 100% employer match about $72,458 at 4% or $48,305 at 6%.
Baker Financial Group 401K Plan & Trust-5$338,670$28,983$5,797iApproximate average salary by contribution assumption: employee only about $144,915 at 4% or $96,610 at 6%; with 50% employer match about $96,610 at 4% or $64,407 at 6%; with 100% employer match about $72,458 at 4% or $48,305 at 6%.
201015$325,592$29,982$5,996iApproximate average salary by contribution assumption: employee only about $149,910 at 4% or $99,940 at 6%; with 50% employer match about $99,940 at 4% or $66,627 at 6%; with 100% employer match about $74,955 at 4% or $49,970 at 6%.
Baker Financial Group 401K Plan & Trust-5$325,592$29,982$5,996iApproximate average salary by contribution assumption: employee only about $149,910 at 4% or $99,940 at 6%; with 50% employer match about $99,940 at 4% or $66,627 at 6%; with 100% employer match about $74,955 at 4% or $49,970 at 6%.
200915$255,295$9,241$1,848iApproximate average salary by contribution assumption: employee only about $46,205 at 4% or $30,803 at 6%; with 50% employer match about $30,803 at 4% or $20,536 at 6%; with 100% employer match about $23,103 at 4% or $15,402 at 6%.
Baker Financial Group 401K Plan & Trust-5$255,295$9,241$1,848iApproximate average salary by contribution assumption: employee only about $46,205 at 4% or $30,803 at 6%; with 50% employer match about $30,803 at 4% or $20,536 at 6%; with 100% employer match about $23,103 at 4% or $15,402 at 6%.
2008110$0$0-
Baker Financial Group 401K Plan & Trust-10---
2007110$0$0-
Baker Financial Group 401K Plan & Trust-10---
200617$268,768$10,163$1,452iApproximate average salary by contribution assumption: employee only about $36,296 at 4% or $24,198 at 6%; with 50% employer match about $24,198 at 4% or $16,132 at 6%; with 100% employer match about $18,148 at 4% or $12,099 at 6%.
Baker Financial Group 401K Plan & Trust-7$268,768$10,163$1,452iApproximate average salary by contribution assumption: employee only about $36,296 at 4% or $24,198 at 6%; with 50% employer match about $24,198 at 4% or $16,132 at 6%; with 100% employer match about $18,148 at 4% or $12,099 at 6%.
200519$233,262$8,845$983iApproximate average salary by contribution assumption: employee only about $24,569 at 4% or $16,380 at 6%; with 50% employer match about $16,380 at 4% or $10,920 at 6%; with 100% employer match about $12,285 at 4% or $8,190 at 6%.
Baker Financial Group 401K Plan & Trust-9$233,262$8,845$983iApproximate average salary by contribution assumption: employee only about $24,569 at 4% or $16,380 at 6%; with 50% employer match about $16,380 at 4% or $10,920 at 6%; with 100% employer match about $12,285 at 4% or $8,190 at 6%.
200418$219,652$9,312$1,164iApproximate average salary by contribution assumption: employee only about $29,100 at 4% or $19,400 at 6%; with 50% employer match about $19,400 at 4% or $12,933 at 6%; with 100% employer match about $14,550 at 4% or $9,700 at 6%.
Baker Financial Group 401K Plan & Trust-8$219,652$9,312$1,164iApproximate average salary by contribution assumption: employee only about $29,100 at 4% or $19,400 at 6%; with 50% employer match about $19,400 at 4% or $12,933 at 6%; with 100% employer match about $14,550 at 4% or $9,700 at 6%.
200316$218,422$12,181$2,030iApproximate average salary by contribution assumption: employee only about $50,754 at 4% or $33,836 at 6%; with 50% employer match about $33,836 at 4% or $22,557 at 6%; with 100% employer match about $25,377 at 4% or $16,918 at 6%.
Baker Financial Group 401K Plan & Trust-6$218,422$12,181$2,030iApproximate average salary by contribution assumption: employee only about $50,754 at 4% or $33,836 at 6%; with 50% employer match about $33,836 at 4% or $22,557 at 6%; with 100% employer match about $25,377 at 4% or $16,918 at 6%.
200216$217,536$22,491$3,749iApproximate average salary by contribution assumption: employee only about $93,713 at 4% or $62,475 at 6%; with 50% employer match about $62,475 at 4% or $41,650 at 6%; with 100% employer match about $46,856 at 4% or $31,238 at 6%.
Baker Financial Group 401K Plan & Trust-6$217,536$22,491$3,749iApproximate average salary by contribution assumption: employee only about $93,713 at 4% or $62,475 at 6%; with 50% employer match about $62,475 at 4% or $41,650 at 6%; with 100% employer match about $46,856 at 4% or $31,238 at 6%.
200116$0$0-
Baker Financial Group 401K Plan & Trust-6---
200017$0$0-
Baker Financial Group 401K Plan & Trust-7---
199915$167,788$8,401$1,680iApproximate average salary by contribution assumption: employee only about $42,005 at 4% or $28,003 at 6%; with 50% employer match about $28,003 at 4% or $18,669 at 6%; with 100% employer match about $21,003 at 4% or $14,002 at 6%.
Baker Financial Group 401K Plan & Trust-5$167,788$8,401$1,680iApproximate average salary by contribution assumption: employee only about $42,005 at 4% or $28,003 at 6%; with 50% employer match about $28,003 at 4% or $18,669 at 6%; with 100% employer match about $21,003 at 4% or $14,002 at 6%.