Civic Intelligence

Baker Holtz PC.

Plan context: Baker Holtz 401(K) Plan

EIN 38-2268656 • Grand Rapids, MI • 11 filings • 1 plans

161 Ottawa Avenue, NWSuite 200Grand Rapids, MI 49503
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$3,467,624

2025 Contributions

$262,690

Historical Graphs

Total Assets Over Time

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

$3,467,624$1,733,812$0201520202025YearValue
$3,467,624Latest year 2025

Participants Over Time

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

35180201520202025YearValue
35Latest 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
2025135$3,467,624$262,690$7,505iApproximate average salary by contribution assumption: employee only about $187,636 at 4% or $125,090 at 6%; with 50% employer match about $125,090 at 4% or $83,394 at 6%; with 100% employer match about $93,818 at 4% or $62,545 at 6%.
Baker Holtz 401(K) Plan-35$3,467,624$262,690$7,505iApproximate average salary by contribution assumption: employee only about $187,636 at 4% or $125,090 at 6%; with 50% employer match about $125,090 at 4% or $83,394 at 6%; with 100% employer match about $93,818 at 4% or $62,545 at 6%.
2024132$2,760,172$236,923$7,404iApproximate average salary by contribution assumption: employee only about $185,096 at 4% or $123,397 at 6%; with 50% employer match about $123,397 at 4% or $82,265 at 6%; with 100% employer match about $92,548 at 4% or $61,699 at 6%.
Baker Holtz 401(K) Plan-32$2,760,172$236,923$7,404iApproximate average salary by contribution assumption: employee only about $185,096 at 4% or $123,397 at 6%; with 50% employer match about $123,397 at 4% or $82,265 at 6%; with 100% employer match about $92,548 at 4% or $61,699 at 6%.
2023124$2,259,240$333,199$13,883iApproximate average salary by contribution assumption: employee only about $347,082 at 4% or $231,388 at 6%; with 50% employer match about $231,388 at 4% or $154,259 at 6%; with 100% employer match about $173,541 at 4% or $115,694 at 6%.
Baker Holtz 401(K) Plan-24$2,259,240$333,199$13,883iApproximate average salary by contribution assumption: employee only about $347,082 at 4% or $231,388 at 6%; with 50% employer match about $231,388 at 4% or $154,259 at 6%; with 100% employer match about $173,541 at 4% or $115,694 at 6%.
202210$1,586,671$205,352-
Baker Holtz 401(K) Plan-0$1,586,671$205,352-
2021123$1,922,676$165,915$7,214iApproximate average salary by contribution assumption: employee only about $180,342 at 4% or $120,228 at 6%; with 50% employer match about $120,228 at 4% or $80,152 at 6%; with 100% employer match about $90,171 at 4% or $60,114 at 6%.
Baker Holtz 401(K) Plan-23$1,922,676$165,915$7,214iApproximate average salary by contribution assumption: employee only about $180,342 at 4% or $120,228 at 6%; with 50% employer match about $120,228 at 4% or $80,152 at 6%; with 100% employer match about $90,171 at 4% or $60,114 at 6%.
2020123$1,498,323$155,515$6,762iApproximate average salary by contribution assumption: employee only about $169,038 at 4% or $112,692 at 6%; with 50% employer match about $112,692 at 4% or $75,128 at 6%; with 100% employer match about $84,519 at 4% or $56,346 at 6%.
Baker Holtz 401(K) Plan-23$1,498,323$155,515$6,762iApproximate average salary by contribution assumption: employee only about $169,038 at 4% or $112,692 at 6%; with 50% employer match about $112,692 at 4% or $75,128 at 6%; with 100% employer match about $84,519 at 4% or $56,346 at 6%.
2019122$1,125,942$142,935$6,497iApproximate average salary by contribution assumption: employee only about $162,426 at 4% or $108,284 at 6%; with 50% employer match about $108,284 at 4% or $72,189 at 6%; with 100% employer match about $81,213 at 4% or $54,142 at 6%.
Baker Holtz 401(K) Plan-22$1,125,942$142,935$6,497iApproximate average salary by contribution assumption: employee only about $162,426 at 4% or $108,284 at 6%; with 50% employer match about $108,284 at 4% or $72,189 at 6%; with 100% employer match about $81,213 at 4% or $54,142 at 6%.
2018118$793,399$121,172$6,732iApproximate average salary by contribution assumption: employee only about $168,294 at 4% or $112,196 at 6%; with 50% employer match about $112,196 at 4% or $74,798 at 6%; with 100% employer match about $84,147 at 4% or $56,098 at 6%.
Baker Holtz 401(K) Plan-18$793,399$121,172$6,732iApproximate average salary by contribution assumption: employee only about $168,294 at 4% or $112,196 at 6%; with 50% employer match about $112,196 at 4% or $74,798 at 6%; with 100% employer match about $84,147 at 4% or $56,098 at 6%.
2017118$727,183$172,033$9,557iApproximate average salary by contribution assumption: employee only about $238,935 at 4% or $159,290 at 6%; with 50% employer match about $159,290 at 4% or $106,193 at 6%; with 100% employer match about $119,467 at 4% or $79,645 at 6%.
Baker Holtz 401(K) Plan-18$727,183$172,033$9,557iApproximate average salary by contribution assumption: employee only about $238,935 at 4% or $159,290 at 6%; with 50% employer match about $159,290 at 4% or $106,193 at 6%; with 100% employer match about $119,467 at 4% or $79,645 at 6%.
2016116$531,015$415,316$25,957iApproximate average salary by contribution assumption: employee only about $648,931 at 4% or $432,621 at 6%; with 50% employer match about $432,621 at 4% or $288,414 at 6%; with 100% employer match about $324,466 at 4% or $216,310 at 6%.
Baker Holtz 401(K) Plan-16$531,015$415,316$25,957iApproximate average salary by contribution assumption: employee only about $648,931 at 4% or $432,621 at 6%; with 50% employer match about $432,621 at 4% or $288,414 at 6%; with 100% employer match about $324,466 at 4% or $216,310 at 6%.
2015116$105,064$105,975$6,623iApproximate average salary by contribution assumption: employee only about $165,586 at 4% or $110,391 at 6%; with 50% employer match about $110,391 at 4% or $73,594 at 6%; with 100% employer match about $82,793 at 4% or $55,195 at 6%.
Baker Holtz 401(K) Plan-16$105,064$105,975$6,623iApproximate average salary by contribution assumption: employee only about $165,586 at 4% or $110,391 at 6%; with 50% employer match about $110,391 at 4% or $73,594 at 6%; with 100% employer match about $82,793 at 4% or $55,195 at 6%.