Civic Intelligence

Mark S. Mandel

Plan context: Baird-Self-Directed Profit Sharing Plan Trust

EIN 39-1186673 • 20 filings • 1 plans

Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$42,760

2018 Contributions

$2,650

Historical Graphs

Total Assets Over Time

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

$119,095$59,548$0199920102018YearValue
$42,760Latest year 2018

Participants Over Time

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

320199920082018YearValue
1Latest year 2018

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
201811$42,760$0-
Baird-Self-Directed Profit Sharing Plan Trust-1$42,760--
201712$61,068$2,650$1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,563 at 4% or $11,042 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-2$61,068$2,650$1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,563 at 4% or $11,042 at 6%.
201613$119,095$978$326iApproximate average salary by contribution assumption: employee only about $8,150 at 4% or $5,433 at 6%; with 50% employer match about $5,433 at 4% or $3,622 at 6%; with 100% employer match about $4,075 at 4% or $2,717 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$119,095$978$326iApproximate average salary by contribution assumption: employee only about $8,150 at 4% or $5,433 at 6%; with 50% employer match about $5,433 at 4% or $3,622 at 6%; with 100% employer match about $4,075 at 4% or $2,717 at 6%.
201513$110,786$2,122$707iApproximate average salary by contribution assumption: employee only about $17,683 at 4% or $11,789 at 6%; with 50% employer match about $11,789 at 4% or $7,859 at 6%; with 100% employer match about $8,842 at 4% or $5,894 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$110,786$2,122$707iApproximate average salary by contribution assumption: employee only about $17,683 at 4% or $11,789 at 6%; with 50% employer match about $11,789 at 4% or $7,859 at 6%; with 100% employer match about $8,842 at 4% or $5,894 at 6%.
201410$118,420$2,202-
Baird-Self-Directed Profit Sharing Plan Trust--$118,420$2,202-
201313$104,033$1,656$552iApproximate average salary by contribution assumption: employee only about $13,800 at 4% or $9,200 at 6%; with 50% employer match about $9,200 at 4% or $6,133 at 6%; with 100% employer match about $6,900 at 4% or $4,600 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$104,033$1,656$552iApproximate average salary by contribution assumption: employee only about $13,800 at 4% or $9,200 at 6%; with 50% employer match about $9,200 at 4% or $6,133 at 6%; with 100% employer match about $6,900 at 4% or $4,600 at 6%.
201213$83,389$2,105$702iApproximate average salary by contribution assumption: employee only about $17,542 at 4% or $11,694 at 6%; with 50% employer match about $11,694 at 4% or $7,796 at 6%; with 100% employer match about $8,771 at 4% or $5,847 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$83,389$2,105$702iApproximate average salary by contribution assumption: employee only about $17,542 at 4% or $11,694 at 6%; with 50% employer match about $11,694 at 4% or $7,796 at 6%; with 100% employer match about $8,771 at 4% or $5,847 at 6%.
201113$71,897$2,745$915iApproximate average salary by contribution assumption: employee only about $22,875 at 4% or $15,250 at 6%; with 50% employer match about $15,250 at 4% or $10,167 at 6%; with 100% employer match about $11,438 at 4% or $7,625 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$71,897$2,745$915iApproximate average salary by contribution assumption: employee only about $22,875 at 4% or $15,250 at 6%; with 50% employer match about $15,250 at 4% or $10,167 at 6%; with 100% employer match about $11,438 at 4% or $7,625 at 6%.
201013$70,019$4,538$1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,211 at 6%; with 50% employer match about $25,211 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,606 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$70,019$4,538$1,513iApproximate average salary by contribution assumption: employee only about $37,817 at 4% or $25,211 at 6%; with 50% employer match about $25,211 at 4% or $16,807 at 6%; with 100% employer match about $18,908 at 4% or $12,606 at 6%.
200913$54,156$2,279$760iApproximate average salary by contribution assumption: employee only about $18,992 at 4% or $12,661 at 6%; with 50% employer match about $12,661 at 4% or $8,441 at 6%; with 100% employer match about $9,496 at 4% or $6,331 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$54,156$2,279$760iApproximate average salary by contribution assumption: employee only about $18,992 at 4% or $12,661 at 6%; with 50% employer match about $12,661 at 4% or $8,441 at 6%; with 100% employer match about $9,496 at 4% or $6,331 at 6%.
200813$41,274$3,050$1,017iApproximate average salary by contribution assumption: employee only about $25,417 at 4% or $16,944 at 6%; with 50% employer match about $16,944 at 4% or $11,296 at 6%; with 100% employer match about $12,708 at 4% or $8,472 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$41,274$3,050$1,017iApproximate average salary by contribution assumption: employee only about $25,417 at 4% or $16,944 at 6%; with 50% employer match about $16,944 at 4% or $11,296 at 6%; with 100% employer match about $12,708 at 4% or $8,472 at 6%.
200713$0$0-
Baird-Self-Directed Profit Sharing Plan Trust-3---
200613$66,553$3,950$1,317iApproximate average salary by contribution assumption: employee only about $32,917 at 4% or $21,944 at 6%; with 50% employer match about $21,944 at 4% or $14,630 at 6%; with 100% employer match about $16,458 at 4% or $10,972 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$66,553$3,950$1,317iApproximate average salary by contribution assumption: employee only about $32,917 at 4% or $21,944 at 6%; with 50% employer match about $21,944 at 4% or $14,630 at 6%; with 100% employer match about $16,458 at 4% or $10,972 at 6%.
200513$55,354$3,755$1,252iApproximate average salary by contribution assumption: employee only about $31,292 at 4% or $20,861 at 6%; with 50% employer match about $20,861 at 4% or $13,907 at 6%; with 100% employer match about $15,646 at 4% or $10,431 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$55,354$3,755$1,252iApproximate average salary by contribution assumption: employee only about $31,292 at 4% or $20,861 at 6%; with 50% employer match about $20,861 at 4% or $13,907 at 6%; with 100% employer match about $15,646 at 4% or $10,431 at 6%.
200413$49,119$4,300$1,433iApproximate average salary by contribution assumption: employee only about $35,833 at 4% or $23,889 at 6%; with 50% employer match about $23,889 at 4% or $15,926 at 6%; with 100% employer match about $17,917 at 4% or $11,944 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$49,119$4,300$1,433iApproximate average salary by contribution assumption: employee only about $35,833 at 4% or $23,889 at 6%; with 50% employer match about $23,889 at 4% or $15,926 at 6%; with 100% employer match about $17,917 at 4% or $11,944 at 6%.
200312$43,271$4,450$2,225iApproximate average salary by contribution assumption: employee only about $55,625 at 4% or $37,083 at 6%; with 50% employer match about $37,083 at 4% or $24,722 at 6%; with 100% employer match about $27,813 at 4% or $18,542 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-2$43,271$4,450$2,225iApproximate average salary by contribution assumption: employee only about $55,625 at 4% or $37,083 at 6%; with 50% employer match about $37,083 at 4% or $24,722 at 6%; with 100% employer match about $27,813 at 4% or $18,542 at 6%.
200213$33,070$1,953$651iApproximate average salary by contribution assumption: employee only about $16,275 at 4% or $10,850 at 6%; with 50% employer match about $10,850 at 4% or $7,233 at 6%; with 100% employer match about $8,138 at 4% or $5,425 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$33,070$1,953$651iApproximate average salary by contribution assumption: employee only about $16,275 at 4% or $10,850 at 6%; with 50% employer match about $10,850 at 4% or $7,233 at 6%; with 100% employer match about $8,138 at 4% or $5,425 at 6%.
200112$0$0-
Baird-Self-Directed Profit Sharing Plan Trust-2---
200012$37,075$4,072$2,036iApproximate average salary by contribution assumption: employee only about $50,900 at 4% or $33,933 at 6%; with 50% employer match about $33,933 at 4% or $22,622 at 6%; with 100% employer match about $25,450 at 4% or $16,967 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-2$37,075$4,072$2,036iApproximate average salary by contribution assumption: employee only about $50,900 at 4% or $33,933 at 6%; with 50% employer match about $33,933 at 4% or $22,622 at 6%; with 100% employer match about $25,450 at 4% or $16,967 at 6%.
199913$54,735$3,288$1,096iApproximate average salary by contribution assumption: employee only about $27,400 at 4% or $18,267 at 6%; with 50% employer match about $18,267 at 4% or $12,178 at 6%; with 100% employer match about $13,700 at 4% or $9,133 at 6%.
Baird-Self-Directed Profit Sharing Plan Trust-3$54,735$3,288$1,096iApproximate average salary by contribution assumption: employee only about $27,400 at 4% or $18,267 at 6%; with 50% employer match about $18,267 at 4% or $12,178 at 6%; with 100% employer match about $13,700 at 4% or $9,133 at 6%.