Civic Intelligence

Baldwin Moffitt Behm LLP

Plan context: Baldwin & Baldwin 401(K) Plan

EIN 46-4370753 • Phoenix, AZ • 11 filings • 3 plans

PO Box 60008Phoenix, AZ 85082-0008
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$3,638,322

2024 Contributions

$487,459

Historical Graphs

Total Assets Over Time

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

$3,638,322$1,819,161$0201420192024YearValue
$3,638,322Latest year 2024

Participants Over Time

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

47240201420192024YearValue
39Latest 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
2024139$3,638,322$487,459$12,499iApproximate average salary by contribution assumption: employee only about $312,474 at 4% or $208,316 at 6%; with 50% employer match about $208,316 at 4% or $138,877 at 6%; with 100% employer match about $156,237 at 4% or $104,158 at 6%.
Baldwin & Baldwin 401(K) Plan-39$3,638,322$487,459$12,499iApproximate average salary by contribution assumption: employee only about $312,474 at 4% or $208,316 at 6%; with 50% employer match about $208,316 at 4% or $138,877 at 6%; with 100% employer match about $156,237 at 4% or $104,158 at 6%.
2023143$2,873,134$521,351$12,124iApproximate average salary by contribution assumption: employee only about $303,111 at 4% or $202,074 at 6%; with 50% employer match about $202,074 at 4% or $134,716 at 6%; with 100% employer match about $151,556 at 4% or $101,037 at 6%.
Baldwin & Baldwin 401(K) Plan-43$2,873,134$521,351$12,124iApproximate average salary by contribution assumption: employee only about $303,111 at 4% or $202,074 at 6%; with 50% employer match about $202,074 at 4% or $134,716 at 6%; with 100% employer match about $151,556 at 4% or $101,037 at 6%.
2022147$2,183,384$775,640$16,503iApproximate average salary by contribution assumption: employee only about $412,574 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,366 at 6%; with 100% employer match about $206,287 at 4% or $137,525 at 6%.
Baldwin & Baldwin 401(K) Plan-47$2,183,384$775,640$16,503iApproximate average salary by contribution assumption: employee only about $412,574 at 4% or $275,050 at 6%; with 50% employer match about $275,050 at 4% or $183,366 at 6%; with 100% employer match about $206,287 at 4% or $137,525 at 6%.
2021131$1,563,151$396,261$12,783iApproximate average salary by contribution assumption: employee only about $319,565 at 4% or $213,044 at 6%; with 50% employer match about $213,044 at 4% or $142,029 at 6%; with 100% employer match about $159,783 at 4% or $106,522 at 6%.
Baldwin & Baldwin 401(K) Plan-31$1,563,151$396,261$12,783iApproximate average salary by contribution assumption: employee only about $319,565 at 4% or $213,044 at 6%; with 50% employer match about $213,044 at 4% or $142,029 at 6%; with 100% employer match about $159,783 at 4% or $106,522 at 6%.
2020122$1,102,342$274,833$12,492iApproximate average salary by contribution assumption: employee only about $312,310 at 4% or $208,207 at 6%; with 50% employer match about $208,207 at 4% or $138,805 at 6%; with 100% employer match about $156,155 at 4% or $104,103 at 6%.
Baldwin & Baldwin 401(K) Plan-22$1,102,342$274,833$12,492iApproximate average salary by contribution assumption: employee only about $312,310 at 4% or $208,207 at 6%; with 50% employer match about $208,207 at 4% or $138,805 at 6%; with 100% employer match about $156,155 at 4% or $104,103 at 6%.
2019118$776,886$266,922$14,829iApproximate average salary by contribution assumption: employee only about $370,725 at 4% or $247,150 at 6%; with 50% employer match about $247,150 at 4% or $164,767 at 6%; with 100% employer match about $185,363 at 4% or $123,575 at 6%.
Baldwin & Baldwin 401(K) Plan-18$776,886$266,922$14,829iApproximate average salary by contribution assumption: employee only about $370,725 at 4% or $247,150 at 6%; with 50% employer match about $247,150 at 4% or $164,767 at 6%; with 100% employer match about $185,363 at 4% or $123,575 at 6%.
2018119$459,229$157,944$8,313iApproximate average salary by contribution assumption: employee only about $207,821 at 4% or $138,547 at 6%; with 50% employer match about $138,547 at 4% or $92,365 at 6%; with 100% employer match about $103,911 at 4% or $69,274 at 6%.
Baldwin & Baldwin 401(K) Plan-19$459,229$157,944$8,313iApproximate average salary by contribution assumption: employee only about $207,821 at 4% or $138,547 at 6%; with 50% employer match about $138,547 at 4% or $92,365 at 6%; with 100% employer match about $103,911 at 4% or $69,274 at 6%.
2017121$357,157$113,916$5,425iApproximate average salary by contribution assumption: employee only about $135,614 at 4% or $90,410 at 6%; with 50% employer match about $90,410 at 4% or $60,273 at 6%; with 100% employer match about $67,807 at 4% or $45,205 at 6%.
Baldwin & Baldwin 401(K) Plan-21$357,157$113,916$5,425iApproximate average salary by contribution assumption: employee only about $135,614 at 4% or $90,410 at 6%; with 50% employer match about $90,410 at 4% or $60,273 at 6%; with 100% employer match about $67,807 at 4% or $45,205 at 6%.
2016119$225,858$82,239$4,328iApproximate average salary by contribution assumption: employee only about $108,209 at 4% or $72,139 at 6%; with 50% employer match about $72,139 at 4% or $48,093 at 6%; with 100% employer match about $54,105 at 4% or $36,070 at 6%.
Baldwin & Baldwin 401(K) Plan-19$225,858$82,239$4,328iApproximate average salary by contribution assumption: employee only about $108,209 at 4% or $72,139 at 6%; with 50% employer match about $72,139 at 4% or $48,093 at 6%; with 100% employer match about $54,105 at 4% or $36,070 at 6%.
2015118$144,941$86,665$4,815iApproximate average salary by contribution assumption: employee only about $120,368 at 4% or $80,245 at 6%; with 50% employer match about $80,245 at 4% or $53,497 at 6%; with 100% employer match about $60,184 at 4% or $40,123 at 6%.
Baldwin & Baldwin 401(K) Plan-18$144,941$86,665$4,815iApproximate average salary by contribution assumption: employee only about $120,368 at 4% or $80,245 at 6%; with 50% employer match about $80,245 at 4% or $53,497 at 6%; with 100% employer match about $60,184 at 4% or $40,123 at 6%.
2014113$58,407$58,407$4,493iApproximate average salary by contribution assumption: employee only about $112,321 at 4% or $74,881 at 6%; with 50% employer match about $74,881 at 4% or $49,921 at 6%; with 100% employer match about $56,161 at 4% or $37,440 at 6%.
Baldwin & Baldwin 401(K) Plan-13$58,407$58,407$4,493iApproximate average salary by contribution assumption: employee only about $112,321 at 4% or $74,881 at 6%; with 50% employer match about $74,881 at 4% or $49,921 at 6%; with 100% employer match about $56,161 at 4% or $37,440 at 6%.