Civic Intelligence

Nancy Bailey & Associates Inc.

Plan context: NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN

EIN 59-2197639 • Miami, FL • 16 filings • 3 plans

3250 Mary Street, Suite 205Miami, FL 33133
Current Snapshot

Latest Year

2012

2012 Participants

8

2012 Assets

$1,118,446

2012 Contributions

$221,850

Historical Graphs

Total Assets Over Time

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

$1,625,641$812,821$0199920062011YearValue
$1,118,446Latest year 2011

Participants Over Time

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

1160199920052011YearValue
8Latest year 2011

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
201210$0$0-
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN-0$0--
201118$1,118,446$0-
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN-8$1,118,446--
2010110$1,591,767$221,850$22,185iApproximate average salary by contribution assumption: employee only about $554,625 at 4% or $369,750 at 6%; with 50% employer match about $369,750 at 4% or $246,500 at 6%; with 100% employer match about $277,313 at 4% or $184,875 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN-10$1,591,767$221,850$22,185iApproximate average salary by contribution assumption: employee only about $554,625 at 4% or $369,750 at 6%; with 50% employer match about $369,750 at 4% or $246,500 at 6%; with 100% employer match about $277,313 at 4% or $184,875 at 6%.
2009111$1,228,068$222,059$20,187iApproximate average salary by contribution assumption: employee only about $504,680 at 4% or $336,453 at 6%; with 50% employer match about $336,453 at 4% or $224,302 at 6%; with 100% employer match about $252,340 at 4% or $168,227 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401(K) PLAN-11$1,228,068$222,059$20,187iApproximate average salary by contribution assumption: employee only about $504,680 at 4% or $336,453 at 6%; with 50% employer match about $336,453 at 4% or $224,302 at 6%; with 100% employer match about $252,340 at 4% or $168,227 at 6%.
2008111$798,099$221,265$20,115iApproximate average salary by contribution assumption: employee only about $502,875 at 4% or $335,250 at 6%; with 50% employer match about $335,250 at 4% or $223,500 at 6%; with 100% employer match about $251,438 at 4% or $167,625 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401K PLAN-11$798,099$221,265$20,115iApproximate average salary by contribution assumption: employee only about $502,875 at 4% or $335,250 at 6%; with 50% employer match about $335,250 at 4% or $223,500 at 6%; with 100% employer match about $251,438 at 4% or $167,625 at 6%.
2007110$1,118,797$246,109$24,611iApproximate average salary by contribution assumption: employee only about $615,273 at 4% or $410,182 at 6%; with 50% employer match about $410,182 at 4% or $273,454 at 6%; with 100% employer match about $307,636 at 4% or $205,091 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401K PLAN-10$1,118,797$246,109$24,611iApproximate average salary by contribution assumption: employee only about $615,273 at 4% or $410,182 at 6%; with 50% employer match about $410,182 at 4% or $273,454 at 6%; with 100% employer match about $307,636 at 4% or $205,091 at 6%.
200619$851,904$212,310$23,590iApproximate average salary by contribution assumption: employee only about $589,750 at 4% or $393,167 at 6%; with 50% employer match about $393,167 at 4% or $262,111 at 6%; with 100% employer match about $294,875 at 4% or $196,583 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401K PLAN-9$851,904$212,310$23,590iApproximate average salary by contribution assumption: employee only about $589,750 at 4% or $393,167 at 6%; with 50% employer match about $393,167 at 4% or $262,111 at 6%; with 100% employer match about $294,875 at 4% or $196,583 at 6%.
200517$576,881$164,953$23,565iApproximate average salary by contribution assumption: employee only about $589,118 at 4% or $392,745 at 6%; with 50% employer match about $392,745 at 4% or $261,830 at 6%; with 100% employer match about $294,559 at 4% or $196,373 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401K PLAN-7$576,881$164,953$23,565iApproximate average salary by contribution assumption: employee only about $589,118 at 4% or $392,745 at 6%; with 50% employer match about $392,745 at 4% or $261,830 at 6%; with 100% employer match about $294,559 at 4% or $196,373 at 6%.
200425$383,149$213,541$42,708iApproximate average salary by contribution assumption: employee only about $1,067,705 at 4% or $711,803 at 6%; with 50% employer match about $711,803 at 4% or $474,536 at 6%; with 100% employer match about $533,853 at 4% or $355,902 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401K PLAN-5$383,149$213,541$42,708iApproximate average salary by contribution assumption: employee only about $1,067,705 at 4% or $711,803 at 6%; with 50% employer match about $711,803 at 4% or $474,536 at 6%; with 100% employer match about $533,853 at 4% or $355,902 at 6%.
Nancy Bailey & Associates Inc. Defined Benefit Plan-0---
2003210$1,625,641$384,645$38,465iApproximate average salary by contribution assumption: employee only about $961,613 at 4% or $641,075 at 6%; with 50% employer match about $641,075 at 4% or $427,383 at 6%; with 100% employer match about $480,806 at 4% or $320,538 at 6%.
Nancy Bailey & Associates Inc. Defined Benefit Plan-10$1,486,731$249,511$24,951iApproximate average salary by contribution assumption: employee only about $623,778 at 4% or $415,852 at 6%; with 50% employer match about $415,852 at 4% or $277,234 at 6%; with 100% employer match about $311,889 at 4% or $207,926 at 6%.
NANCY BAILEY & ASSOCIATES, INC. SAFE HARBOR 401K PLAN-9$138,910$135,134$15,015iApproximate average salary by contribution assumption: employee only about $375,372 at 4% or $250,248 at 6%; with 50% employer match about $250,248 at 4% or $166,832 at 6%; with 100% employer match about $187,686 at 4% or $125,124 at 6%.
200219$1,086,248$445,904$49,545iApproximate average salary by contribution assumption: employee only about $1,238,622 at 4% or $825,748 at 6%; with 50% employer match about $825,748 at 4% or $550,499 at 6%; with 100% employer match about $619,311 at 4% or $412,874 at 6%.
Nancy Bailey & Associates Inc. Defined Benefit Plan-9$1,086,248$445,904$49,545iApproximate average salary by contribution assumption: employee only about $1,238,622 at 4% or $825,748 at 6%; with 50% employer match about $825,748 at 4% or $550,499 at 6%; with 100% employer match about $619,311 at 4% or $412,874 at 6%.
2001110$0$0-
Nancy Bailey & Associates Inc. Defined Benefit Plan-10---
200018$677,551$183,752$22,969iApproximate average salary by contribution assumption: employee only about $574,225 at 4% or $382,817 at 6%; with 50% employer match about $382,817 at 4% or $255,211 at 6%; with 100% employer match about $287,113 at 4% or $191,408 at 6%.
Nancy Bailey & Associates Inc. Defined Benefit Plan-8$677,551$183,752$22,969iApproximate average salary by contribution assumption: employee only about $574,225 at 4% or $382,817 at 6%; with 50% employer match about $382,817 at 4% or $255,211 at 6%; with 100% employer match about $287,113 at 4% or $191,408 at 6%.
199917$617,380$176,059$25,151iApproximate average salary by contribution assumption: employee only about $628,782 at 4% or $419,188 at 6%; with 50% employer match about $419,188 at 4% or $279,459 at 6%; with 100% employer match about $314,391 at 4% or $209,594 at 6%.
Nancy Bailey & Associates Inc. Defined Benefit Plan-7$617,380$176,059$25,151iApproximate average salary by contribution assumption: employee only about $628,782 at 4% or $419,188 at 6%; with 50% employer match about $419,188 at 4% or $279,459 at 6%; with 100% employer match about $314,391 at 4% or $209,594 at 6%.
Nancy Bailey & Associates Inc. | EIN 59-2197639 | 2012 Form 5500 Company Profile