Baker Wealth Strategies LLC
Plan context: Baker Wealth Strategies LLC 401(K) Plan
EIN 47-1998315 • Edmond, OK • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$439,772
2025 Contributions
$112,520
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $439,772 | $112,520 | $14,065iApproximate average salary by contribution assumption: employee only about $351,625 at 4% or $234,417 at 6%; with 50% employer match about $234,417 at 4% or $156,278 at 6%; with 100% employer match about $175,813 at 4% or $117,208 at 6%. |
| Baker Wealth Strategies LLC 401(K) Plan | - | 8 | $439,772 | $112,520 | $14,065iApproximate average salary by contribution assumption: employee only about $351,625 at 4% or $234,417 at 6%; with 50% employer match about $234,417 at 4% or $156,278 at 6%; with 100% employer match about $175,813 at 4% or $117,208 at 6%. |
| 2024 | 1 | 7 | $290,318 | $101,983 | $14,569iApproximate average salary by contribution assumption: employee only about $364,225 at 4% or $242,817 at 6%; with 50% employer match about $242,817 at 4% or $161,878 at 6%; with 100% employer match about $182,113 at 4% or $121,408 at 6%. |
| Baker Wealth Strategies LLC 401(K) Plan | - | 7 | $290,318 | $101,983 | $14,569iApproximate average salary by contribution assumption: employee only about $364,225 at 4% or $242,817 at 6%; with 50% employer match about $242,817 at 4% or $161,878 at 6%; with 100% employer match about $182,113 at 4% or $121,408 at 6%. |
| 2023 | 1 | 8 | $193,329 | $168,105 | $21,013iApproximate average salary by contribution assumption: employee only about $525,328 at 4% or $350,219 at 6%; with 50% employer match about $350,219 at 4% or $233,479 at 6%; with 100% employer match about $262,664 at 4% or $175,109 at 6%. |
| Baker Wealth Strategies LLC 401(K) Plan | - | 8 | $193,329 | $168,105 | $21,013iApproximate average salary by contribution assumption: employee only about $525,328 at 4% or $350,219 at 6%; with 50% employer match about $350,219 at 4% or $233,479 at 6%; with 100% employer match about $262,664 at 4% or $175,109 at 6%. |