Civic Intelligence

Baytree Associates Inc.

Plan context: Baytree Associates Inc. 401K Profit Sharing Plan

EIN 56-1876019 • Charlotte, NC • 15 filings • 3 plans

13925 Ballantyne Corporate PlaceSuite 190Charlotte, NC 28277-2747
Current Snapshot

Latest Year

2010

2010 Participants

59

2010 Assets

$3,595,458

2010 Contributions

$101,411

Historical Graphs

Total Assets Over Time

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

$3,861,130$1,930,565$0199920052009YearValue
$3,595,458Latest year 2009

Participants Over Time

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

59300199920052009YearValue
59Latest year 2009

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
201010$0$101,411-
Baytree Associates Inc. 401K Profit Sharing Plan-0$0$101,411-
2009159$3,595,458$224,706$3,809iApproximate average salary by contribution assumption: employee only about $95,214 at 4% or $63,476 at 6%; with 50% employer match about $63,476 at 4% or $42,318 at 6%; with 100% employer match about $47,607 at 4% or $31,738 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-59$3,595,458$224,706$3,809iApproximate average salary by contribution assumption: employee only about $95,214 at 4% or $63,476 at 6%; with 50% employer match about $63,476 at 4% or $42,318 at 6%; with 100% employer match about $47,607 at 4% or $31,738 at 6%.
2008142$2,541,263$300,530$7,155iApproximate average salary by contribution assumption: employee only about $178,887 at 4% or $119,258 at 6%; with 50% employer match about $119,258 at 4% or $79,505 at 6%; with 100% employer match about $89,443 at 4% or $59,629 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-42$2,541,263$300,530$7,155iApproximate average salary by contribution assumption: employee only about $178,887 at 4% or $119,258 at 6%; with 50% employer match about $119,258 at 4% or $79,505 at 6%; with 100% employer match about $89,443 at 4% or $59,629 at 6%.
2007140$3,861,130$320,027$8,001iApproximate average salary by contribution assumption: employee only about $200,017 at 4% or $133,345 at 6%; with 50% employer match about $133,345 at 4% or $88,896 at 6%; with 100% employer match about $100,008 at 4% or $66,672 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-40$3,861,130$320,027$8,001iApproximate average salary by contribution assumption: employee only about $200,017 at 4% or $133,345 at 6%; with 50% employer match about $133,345 at 4% or $88,896 at 6%; with 100% employer match about $100,008 at 4% or $66,672 at 6%.
2006141$3,853,809$472,244$11,518iApproximate average salary by contribution assumption: employee only about $287,954 at 4% or $191,969 at 6%; with 50% employer match about $191,969 at 4% or $127,979 at 6%; with 100% employer match about $143,977 at 4% or $95,985 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-41$3,853,809$472,244$11,518iApproximate average salary by contribution assumption: employee only about $287,954 at 4% or $191,969 at 6%; with 50% employer match about $191,969 at 4% or $127,979 at 6%; with 100% employer match about $143,977 at 4% or $95,985 at 6%.
2005152$3,089,625$438,552$8,434iApproximate average salary by contribution assumption: employee only about $210,842 at 4% or $140,562 at 6%; with 50% employer match about $140,562 at 4% or $93,708 at 6%; with 100% employer match about $105,421 at 4% or $70,281 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-52$3,089,625$438,552$8,434iApproximate average salary by contribution assumption: employee only about $210,842 at 4% or $140,562 at 6%; with 50% employer match about $140,562 at 4% or $93,708 at 6%; with 100% employer match about $105,421 at 4% or $70,281 at 6%.
2004131$2,458,721$305,189$9,845iApproximate average salary by contribution assumption: employee only about $246,120 at 4% or $164,080 at 6%; with 50% employer match about $164,080 at 4% or $109,387 at 6%; with 100% employer match about $123,060 at 4% or $82,040 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-31$2,458,721$305,189$9,845iApproximate average salary by contribution assumption: employee only about $246,120 at 4% or $164,080 at 6%; with 50% employer match about $164,080 at 4% or $109,387 at 6%; with 100% employer match about $123,060 at 4% or $82,040 at 6%.
2003235$1,986,119$479,737$13,707iApproximate average salary by contribution assumption: employee only about $342,669 at 4% or $228,446 at 6%; with 50% employer match about $228,446 at 4% or $152,297 at 6%; with 100% employer match about $171,335 at 4% or $114,223 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-35$1,986,119$479,737$13,707iApproximate average salary by contribution assumption: employee only about $342,669 at 4% or $228,446 at 6%; with 50% employer match about $228,446 at 4% or $152,297 at 6%; with 100% employer match about $171,335 at 4% or $114,223 at 6%.
Baytree Associates Inc. Money Purchase Pension Plan-0---
2002232$1,356,684$375,520$11,735iApproximate average salary by contribution assumption: employee only about $293,375 at 4% or $195,583 at 6%; with 50% employer match about $195,583 at 4% or $130,389 at 6%; with 100% employer match about $146,688 at 4% or $97,792 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-32$987,709$293,710$9,178iApproximate average salary by contribution assumption: employee only about $229,461 at 4% or $152,974 at 6%; with 50% employer match about $152,974 at 4% or $101,983 at 6%; with 100% employer match about $114,730 at 4% or $76,487 at 6%.
Baytree Associates Inc. Money Purchase Pension Plan-19$368,975$81,810$4,306iApproximate average salary by contribution assumption: employee only about $107,645 at 4% or $71,763 at 6%; with 50% employer match about $71,763 at 4% or $47,842 at 6%; with 100% employer match about $53,822 at 4% or $35,882 at 6%.
2001234$1,245,063$437,028$12,854iApproximate average salary by contribution assumption: employee only about $321,344 at 4% or $214,229 at 6%; with 50% employer match about $214,229 at 4% or $142,820 at 6%; with 100% employer match about $160,672 at 4% or $107,115 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-34$904,338$359,383$10,570iApproximate average salary by contribution assumption: employee only about $264,252 at 4% or $176,168 at 6%; with 50% employer match about $176,168 at 4% or $117,445 at 6%; with 100% employer match about $132,126 at 4% or $88,084 at 6%.
Baytree Associates Inc. Money Purchase Pension Plan-20$340,725$77,645$3,882iApproximate average salary by contribution assumption: employee only about $97,056 at 4% or $64,704 at 6%; with 50% employer match about $64,704 at 4% or $43,136 at 6%; with 100% employer match about $48,528 at 4% or $32,352 at 6%.
1999224$880,789$280,964$11,707iApproximate average salary by contribution assumption: employee only about $292,671 at 4% or $195,114 at 6%; with 50% employer match about $195,114 at 4% or $130,076 at 6%; with 100% employer match about $146,335 at 4% or $97,557 at 6%.
Baytree Associates Inc. 401K Profit Sharing Plan-24$594,354$235,254$9,802iApproximate average salary by contribution assumption: employee only about $245,056 at 4% or $163,371 at 6%; with 50% employer match about $163,371 at 4% or $108,914 at 6%; with 100% employer match about $122,528 at 4% or $81,685 at 6%.
Baytree Associates Inc. Money Purchase Pension Plan-16$286,435$45,710$2,857iApproximate average salary by contribution assumption: employee only about $71,422 at 4% or $47,615 at 6%; with 50% employer match about $47,615 at 4% or $31,743 at 6%; with 100% employer match about $35,711 at 4% or $23,807 at 6%.