Civic Intelligence

Bauerle Financial, Inc.

Plan context: Bauerle Financial Inc. 401(K) Profit Sharing Plan

EIN 59-3286779 • Deland, FL • 23 filings • 3 plans

1265 Park Haven PlDeland, FL 32724
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,055,731

2024 Contributions

$63,916

Historical Graphs

Total Assets Over Time

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

$2,395,722$1,197,861$0200320142024YearValue
$1,055,731Latest year 2024

Participants Over Time

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

530200320142024YearValue
5Latest 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
202415$1,055,731$0-
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$1,055,731$0-
202315$2,369,807$63,916$12,783iApproximate average salary by contribution assumption: employee only about $319,580 at 4% or $213,053 at 6%; with 50% employer match about $213,053 at 4% or $142,036 at 6%; with 100% employer match about $159,790 at 4% or $106,527 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$2,369,807$63,916$12,783iApproximate average salary by contribution assumption: employee only about $319,580 at 4% or $213,053 at 6%; with 50% employer match about $213,053 at 4% or $142,036 at 6%; with 100% employer match about $159,790 at 4% or $106,527 at 6%.
202215$1,639,033$57,525$11,505iApproximate average salary by contribution assumption: employee only about $287,625 at 4% or $191,750 at 6%; with 50% employer match about $191,750 at 4% or $127,833 at 6%; with 100% employer match about $143,813 at 4% or $95,875 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$1,639,033$57,525$11,505iApproximate average salary by contribution assumption: employee only about $287,625 at 4% or $191,750 at 6%; with 50% employer match about $191,750 at 4% or $127,833 at 6%; with 100% employer match about $143,813 at 4% or $95,875 at 6%.
202115$2,109,811$67,126$13,425iApproximate average salary by contribution assumption: employee only about $335,630 at 4% or $223,753 at 6%; with 50% employer match about $223,753 at 4% or $149,169 at 6%; with 100% employer match about $167,815 at 4% or $111,877 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$2,109,811$67,126$13,425iApproximate average salary by contribution assumption: employee only about $335,630 at 4% or $223,753 at 6%; with 50% employer match about $223,753 at 4% or $149,169 at 6%; with 100% employer match about $167,815 at 4% or $111,877 at 6%.
202015$2,395,722$142,237$28,447iApproximate average salary by contribution assumption: employee only about $711,185 at 4% or $474,123 at 6%; with 50% employer match about $474,123 at 4% or $316,082 at 6%; with 100% employer match about $355,593 at 4% or $237,062 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$2,395,722$142,237$28,447iApproximate average salary by contribution assumption: employee only about $711,185 at 4% or $474,123 at 6%; with 50% employer match about $474,123 at 4% or $316,082 at 6%; with 100% employer match about $355,593 at 4% or $237,062 at 6%.
201915$1,447,915$130,361$26,072iApproximate average salary by contribution assumption: employee only about $651,805 at 4% or $434,537 at 6%; with 50% employer match about $434,537 at 4% or $289,691 at 6%; with 100% employer match about $325,903 at 4% or $217,268 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$1,447,915$130,361$26,072iApproximate average salary by contribution assumption: employee only about $651,805 at 4% or $434,537 at 6%; with 50% employer match about $434,537 at 4% or $289,691 at 6%; with 100% employer match about $325,903 at 4% or $217,268 at 6%.
201815$1,105,791$132,305$26,461iApproximate average salary by contribution assumption: employee only about $661,525 at 4% or $441,017 at 6%; with 50% employer match about $441,017 at 4% or $294,011 at 6%; with 100% employer match about $330,763 at 4% or $220,508 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$1,105,791$132,305$26,461iApproximate average salary by contribution assumption: employee only about $661,525 at 4% or $441,017 at 6%; with 50% employer match about $441,017 at 4% or $294,011 at 6%; with 100% employer match about $330,763 at 4% or $220,508 at 6%.
201715$1,077,155$116,350$23,270iApproximate average salary by contribution assumption: employee only about $581,750 at 4% or $387,833 at 6%; with 50% employer match about $387,833 at 4% or $258,556 at 6%; with 100% employer match about $290,875 at 4% or $193,917 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$1,077,155$116,350$23,270iApproximate average salary by contribution assumption: employee only about $581,750 at 4% or $387,833 at 6%; with 50% employer match about $387,833 at 4% or $258,556 at 6%; with 100% employer match about $290,875 at 4% or $193,917 at 6%.
201615$917,662$110,675$22,135iApproximate average salary by contribution assumption: employee only about $553,375 at 4% or $368,917 at 6%; with 50% employer match about $368,917 at 4% or $245,944 at 6%; with 100% employer match about $276,688 at 4% or $184,458 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-5$917,662$110,675$22,135iApproximate average salary by contribution assumption: employee only about $553,375 at 4% or $368,917 at 6%; with 50% employer match about $368,917 at 4% or $245,944 at 6%; with 100% employer match about $276,688 at 4% or $184,458 at 6%.
201514$797,230$142,605$35,651iApproximate average salary by contribution assumption: employee only about $891,281 at 4% or $594,188 at 6%; with 50% employer match about $594,188 at 4% or $396,125 at 6%; with 100% employer match about $445,641 at 4% or $297,094 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$797,230$142,605$35,651iApproximate average salary by contribution assumption: employee only about $891,281 at 4% or $594,188 at 6%; with 50% employer match about $594,188 at 4% or $396,125 at 6%; with 100% employer match about $445,641 at 4% or $297,094 at 6%.
201414$676,427$80,284$20,071iApproximate average salary by contribution assumption: employee only about $501,775 at 4% or $334,517 at 6%; with 50% employer match about $334,517 at 4% or $223,011 at 6%; with 100% employer match about $250,888 at 4% or $167,258 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$676,427$80,284$20,071iApproximate average salary by contribution assumption: employee only about $501,775 at 4% or $334,517 at 6%; with 50% employer match about $334,517 at 4% or $223,011 at 6%; with 100% employer match about $250,888 at 4% or $167,258 at 6%.
201314$594,559$77,002$19,251iApproximate average salary by contribution assumption: employee only about $481,263 at 4% or $320,842 at 6%; with 50% employer match about $320,842 at 4% or $213,894 at 6%; with 100% employer match about $240,631 at 4% or $160,421 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$594,559$77,002$19,251iApproximate average salary by contribution assumption: employee only about $481,263 at 4% or $320,842 at 6%; with 50% employer match about $320,842 at 4% or $213,894 at 6%; with 100% employer match about $240,631 at 4% or $160,421 at 6%.
201214$489,711$23,618$5,905iApproximate average salary by contribution assumption: employee only about $147,613 at 4% or $98,408 at 6%; with 50% employer match about $98,408 at 4% or $65,606 at 6%; with 100% employer match about $73,806 at 4% or $49,204 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$489,711$23,618$5,905iApproximate average salary by contribution assumption: employee only about $147,613 at 4% or $98,408 at 6%; with 50% employer match about $98,408 at 4% or $65,606 at 6%; with 100% employer match about $73,806 at 4% or $49,204 at 6%.
201114$456,074$50,106$12,527iApproximate average salary by contribution assumption: employee only about $313,163 at 4% or $208,775 at 6%; with 50% employer match about $208,775 at 4% or $139,183 at 6%; with 100% employer match about $156,581 at 4% or $104,388 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$456,074$50,106$12,527iApproximate average salary by contribution assumption: employee only about $313,163 at 4% or $208,775 at 6%; with 50% employer match about $208,775 at 4% or $139,183 at 6%; with 100% employer match about $156,581 at 4% or $104,388 at 6%.
201014$421,309$84,002$21,001iApproximate average salary by contribution assumption: employee only about $525,013 at 4% or $350,008 at 6%; with 50% employer match about $350,008 at 4% or $233,339 at 6%; with 100% employer match about $262,506 at 4% or $175,004 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$421,309$84,002$21,001iApproximate average salary by contribution assumption: employee only about $525,013 at 4% or $350,008 at 6%; with 50% employer match about $350,008 at 4% or $233,339 at 6%; with 100% employer match about $262,506 at 4% or $175,004 at 6%.
200914$331,145$46,861$11,715iApproximate average salary by contribution assumption: employee only about $292,881 at 4% or $195,254 at 6%; with 50% employer match about $195,254 at 4% or $130,169 at 6%; with 100% employer match about $146,441 at 4% or $97,627 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$331,145$46,861$11,715iApproximate average salary by contribution assumption: employee only about $292,881 at 4% or $195,254 at 6%; with 50% employer match about $195,254 at 4% or $130,169 at 6%; with 100% employer match about $146,441 at 4% or $97,627 at 6%.
200814$274,839$79,300$19,825iApproximate average salary by contribution assumption: employee only about $495,625 at 4% or $330,417 at 6%; with 50% employer match about $330,417 at 4% or $220,278 at 6%; with 100% employer match about $247,813 at 4% or $165,208 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$274,839$79,300$19,825iApproximate average salary by contribution assumption: employee only about $495,625 at 4% or $330,417 at 6%; with 50% employer match about $330,417 at 4% or $220,278 at 6%; with 100% employer match about $247,813 at 4% or $165,208 at 6%.
200714$232,455$85,295$21,324iApproximate average salary by contribution assumption: employee only about $533,094 at 4% or $355,396 at 6%; with 50% employer match about $355,396 at 4% or $236,931 at 6%; with 100% employer match about $266,547 at 4% or $177,698 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-4$232,455$85,295$21,324iApproximate average salary by contribution assumption: employee only about $533,094 at 4% or $355,396 at 6%; with 50% employer match about $355,396 at 4% or $236,931 at 6%; with 100% employer match about $266,547 at 4% or $177,698 at 6%.
200613$141,779$71,750$23,917iApproximate average salary by contribution assumption: employee only about $597,917 at 4% or $398,611 at 6%; with 50% employer match about $398,611 at 4% or $265,741 at 6%; with 100% employer match about $298,958 at 4% or $199,306 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-3$141,779$71,750$23,917iApproximate average salary by contribution assumption: employee only about $597,917 at 4% or $398,611 at 6%; with 50% employer match about $398,611 at 4% or $265,741 at 6%; with 100% employer match about $298,958 at 4% or $199,306 at 6%.
200523$69,436$69,008$23,003iApproximate average salary by contribution assumption: employee only about $575,067 at 4% or $383,378 at 6%; with 50% employer match about $383,378 at 4% or $255,585 at 6%; with 100% employer match about $287,533 at 4% or $191,689 at 6%.
Bauerle Financial Inc. 401(K) Profit Sharing Plan-3$69,436$69,008$23,003iApproximate average salary by contribution assumption: employee only about $575,067 at 4% or $383,378 at 6%; with 50% employer match about $383,378 at 4% or $255,585 at 6%; with 100% employer match about $287,533 at 4% or $191,689 at 6%.
BAUERLE FINANCIAL, INC. DEFINED BENEFIT PLAN-0---
200413$233,441$85,011$28,337iApproximate average salary by contribution assumption: employee only about $708,425 at 4% or $472,283 at 6%; with 50% employer match about $472,283 at 4% or $314,856 at 6%; with 100% employer match about $354,213 at 4% or $236,142 at 6%.
BAUERLE FINANCIAL, INC. DEFINED BENEFIT PLAN-3$233,441$85,011$28,337iApproximate average salary by contribution assumption: employee only about $708,425 at 4% or $472,283 at 6%; with 50% employer match about $472,283 at 4% or $314,856 at 6%; with 100% employer match about $354,213 at 4% or $236,142 at 6%.
200312$146,372$71,674$35,837iApproximate average salary by contribution assumption: employee only about $895,925 at 4% or $597,283 at 6%; with 50% employer match about $597,283 at 4% or $398,189 at 6%; with 100% employer match about $447,963 at 4% or $298,642 at 6%.
BAUERLE FINANCIAL, INC. DEFINED BENEFIT PLAN-2$146,372$71,674$35,837iApproximate average salary by contribution assumption: employee only about $895,925 at 4% or $597,283 at 6%; with 50% employer match about $597,283 at 4% or $398,189 at 6%; with 100% employer match about $447,963 at 4% or $298,642 at 6%.