Bacen & Jordan, P.A
Plan context: BACEN & JORDAN PA CASH BALANCE PLAN
EIN 65-0892586 • Plantation, FL • 22 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$1,325,693
2025 Contributions
$455,859
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 | 2 | 27 | $1,325,693 | $455,859 | $16,884iApproximate average salary by contribution assumption: employee only about $422,092 at 4% or $281,394 at 6%; with 50% employer match about $281,394 at 4% or $187,596 at 6%; with 100% employer match about $211,046 at 4% or $140,697 at 6%. |
| BACEN & JORDAN PA CASH BALANCE PLAN | - | 23 | $1,069,817 | $368,394 | $16,017iApproximate average salary by contribution assumption: employee only about $400,428 at 4% or $266,952 at 6%; with 50% employer match about $266,952 at 4% or $177,968 at 6%; with 100% employer match about $200,214 at 4% or $133,476 at 6%. |
| Bacen & Jordan Pa Profit Sharing Plan | - | 27 | $255,876 | $87,465 | $3,239iApproximate average salary by contribution assumption: employee only about $80,986 at 4% or $53,991 at 6%; with 50% employer match about $53,991 at 4% or $35,994 at 6%; with 100% employer match about $40,493 at 4% or $26,995 at 6%. |
| 2024 | 2 | 22 | $770,323 | $430,094 | $19,550iApproximate average salary by contribution assumption: employee only about $488,743 at 4% or $325,829 at 6%; with 50% employer match about $325,829 at 4% or $217,219 at 6%; with 100% employer match about $244,372 at 4% or $162,914 at 6%. |
| BACEN & JORDAN PA CASH BALANCE PLAN | - | 19 | $623,515 | $356,512 | $18,764iApproximate average salary by contribution assumption: employee only about $469,095 at 4% or $312,730 at 6%; with 50% employer match about $312,730 at 4% or $208,487 at 6%; with 100% employer match about $234,547 at 4% or $156,365 at 6%. |
| Bacen & Jordan Pa Profit Sharing Plan | - | 22 | $146,808 | $73,582 | $3,345iApproximate average salary by contribution assumption: employee only about $83,616 at 4% or $55,744 at 6%; with 50% employer match about $55,744 at 4% or $37,163 at 6%; with 100% employer match about $41,808 at 4% or $27,872 at 6%. |
| 2023 | 2 | 20 | $303,787 | $296,009 | $14,800iApproximate average salary by contribution assumption: employee only about $370,011 at 4% or $246,674 at 6%; with 50% employer match about $246,674 at 4% or $164,449 at 6%; with 100% employer match about $185,006 at 4% or $123,337 at 6%. |
| BACEN & JORDAN PA CASH BALANCE PLAN | - | 9 | $240,436 | $232,658 | $25,851iApproximate average salary by contribution assumption: employee only about $646,272 at 4% or $430,848 at 6%; with 50% employer match about $430,848 at 4% or $287,232 at 6%; with 100% employer match about $323,136 at 4% or $215,424 at 6%. |
| Bacen & Jordan Pa Profit Sharing Plan | - | 20 | $63,351 | $63,351 | $3,168iApproximate average salary by contribution assumption: employee only about $79,189 at 4% or $52,793 at 6%; with 50% employer match about $52,793 at 4% or $35,195 at 6%; with 100% employer match about $39,594 at 4% or $26,396 at 6%. |
| 2020 | 1 | 0 | $0 | $7,271 | - |
| BACEN & JORDAN PA 401(K) PLAN | - | 0 | $0 | $7,271 | - |
| 2019 | 1 | 6 | $189,465 | $12,400 | $2,067iApproximate average salary by contribution assumption: employee only about $51,667 at 4% or $34,444 at 6%; with 50% employer match about $34,444 at 4% or $22,963 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%. |
| BACEN & JORDAN PA 401(K) PLAN | - | 6 | $189,465 | $12,400 | $2,067iApproximate average salary by contribution assumption: employee only about $51,667 at 4% or $34,444 at 6%; with 50% employer match about $34,444 at 4% or $22,963 at 6%; with 100% employer match about $25,833 at 4% or $17,222 at 6%. |
| 2018 | 1 | 6 | $148,788 | $9,025 | $1,504iApproximate average salary by contribution assumption: employee only about $37,604 at 4% or $25,069 at 6%; with 50% employer match about $25,069 at 4% or $16,713 at 6%; with 100% employer match about $18,802 at 4% or $12,535 at 6%. |
| BACEN & JORDAN PA 401(K) PLAN | - | 6 | $148,788 | $9,025 | $1,504iApproximate average salary by contribution assumption: employee only about $37,604 at 4% or $25,069 at 6%; with 50% employer match about $25,069 at 4% or $16,713 at 6%; with 100% employer match about $18,802 at 4% or $12,535 at 6%. |
| 2017 | 1 | 6 | $154,932 | $7,925 | $1,321iApproximate average salary by contribution assumption: employee only about $33,021 at 4% or $22,014 at 6%; with 50% employer match about $22,014 at 4% or $14,676 at 6%; with 100% employer match about $16,510 at 4% or $11,007 at 6%. |
| BACEN & JORDAN PA 401(K) PLAN | - | 6 | $154,932 | $7,925 | $1,321iApproximate average salary by contribution assumption: employee only about $33,021 at 4% or $22,014 at 6%; with 50% employer match about $22,014 at 4% or $14,676 at 6%; with 100% employer match about $16,510 at 4% or $11,007 at 6%. |
| 2016 | 1 | 9 | $135,831 | $9,200 | $1,022iApproximate average salary by contribution assumption: employee only about $25,556 at 4% or $17,037 at 6%; with 50% employer match about $17,037 at 4% or $11,358 at 6%; with 100% employer match about $12,778 at 4% or $8,519 at 6%. |
| BACEN & JORDAN PA 401(K) PLAN | - | 9 | $135,831 | $9,200 | $1,022iApproximate average salary by contribution assumption: employee only about $25,556 at 4% or $17,037 at 6%; with 50% employer match about $17,037 at 4% or $11,358 at 6%; with 100% employer match about $12,778 at 4% or $8,519 at 6%. |
| 2015 | 1 | 9 | $117,406 | $9,200 | $1,022iApproximate average salary by contribution assumption: employee only about $25,556 at 4% or $17,037 at 6%; with 50% employer match about $17,037 at 4% or $11,358 at 6%; with 100% employer match about $12,778 at 4% or $8,519 at 6%. |
| BACEN & JORDAN PA 401(K) PLAN | - | 9 | $117,406 | $9,200 | $1,022iApproximate average salary by contribution assumption: employee only about $25,556 at 4% or $17,037 at 6%; with 50% employer match about $17,037 at 4% or $11,358 at 6%; with 100% employer match about $12,778 at 4% or $8,519 at 6%. |
| 2014 | 1 | 10 | $117,937 | $10,100 | $1,010iApproximate average salary by contribution assumption: employee only about $25,250 at 4% or $16,833 at 6%; with 50% employer match about $16,833 at 4% or $11,222 at 6%; with 100% employer match about $12,625 at 4% or $8,417 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 10 | $117,937 | $10,100 | $1,010iApproximate average salary by contribution assumption: employee only about $25,250 at 4% or $16,833 at 6%; with 50% employer match about $16,833 at 4% or $11,222 at 6%; with 100% employer match about $12,625 at 4% or $8,417 at 6%. |
| 2013 | 1 | 10 | $112,423 | $11,300 | $1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 10 | $112,423 | $11,300 | $1,130iApproximate average salary by contribution assumption: employee only about $28,250 at 4% or $18,833 at 6%; with 50% employer match about $18,833 at 4% or $12,556 at 6%; with 100% employer match about $14,125 at 4% or $9,417 at 6%. |
| 2012 | 1 | 10 | $87,300 | $9,875 | $988iApproximate average salary by contribution assumption: employee only about $24,688 at 4% or $16,458 at 6%; with 50% employer match about $16,458 at 4% or $10,972 at 6%; with 100% employer match about $12,344 at 4% or $8,229 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 10 | $87,300 | $9,875 | $988iApproximate average salary by contribution assumption: employee only about $24,688 at 4% or $16,458 at 6%; with 50% employer match about $16,458 at 4% or $10,972 at 6%; with 100% employer match about $12,344 at 4% or $8,229 at 6%. |
| 2011 | 1 | 10 | $68,959 | $10,800 | $1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 10 | $68,959 | $10,800 | $1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%. |
| 2010 | 1 | 9 | $65,901 | $11,120 | $1,236iApproximate average salary by contribution assumption: employee only about $30,889 at 4% or $20,593 at 6%; with 50% employer match about $20,593 at 4% or $13,728 at 6%; with 100% employer match about $15,444 at 4% or $10,296 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 9 | $65,901 | $11,120 | $1,236iApproximate average salary by contribution assumption: employee only about $30,889 at 4% or $20,593 at 6%; with 50% employer match about $20,593 at 4% or $13,728 at 6%; with 100% employer match about $15,444 at 4% or $10,296 at 6%. |
| 2009 | 1 | 9 | $48,180 | $10,920 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 9 | $48,180 | $10,920 | $1,213iApproximate average salary by contribution assumption: employee only about $30,333 at 4% or $20,222 at 6%; with 50% employer match about $20,222 at 4% or $13,481 at 6%; with 100% employer match about $15,167 at 4% or $10,111 at 6%. |
| 2008 | 1 | 6 | $28,277 | $10,120 | $1,687iApproximate average salary by contribution assumption: employee only about $42,167 at 4% or $28,111 at 6%; with 50% employer match about $28,111 at 4% or $18,741 at 6%; with 100% employer match about $21,083 at 4% or $14,056 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 6 | $28,277 | $10,120 | $1,687iApproximate average salary by contribution assumption: employee only about $42,167 at 4% or $28,111 at 6%; with 50% employer match about $28,111 at 4% or $18,741 at 6%; with 100% employer match about $21,083 at 4% or $14,056 at 6%. |
| 2007 | 1 | 6 | $27,275 | $11,140 | $1,857iApproximate average salary by contribution assumption: employee only about $46,417 at 4% or $30,944 at 6%; with 50% employer match about $30,944 at 4% or $20,630 at 6%; with 100% employer match about $23,208 at 4% or $15,472 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 6 | $27,275 | $11,140 | $1,857iApproximate average salary by contribution assumption: employee only about $46,417 at 4% or $30,944 at 6%; with 50% employer match about $30,944 at 4% or $20,630 at 6%; with 100% employer match about $23,208 at 4% or $15,472 at 6%. |
| 2006 | 1 | 9 | $21,395 | $18,756 | $2,084iApproximate average salary by contribution assumption: employee only about $52,100 at 4% or $34,733 at 6%; with 50% employer match about $34,733 at 4% or $23,156 at 6%; with 100% employer match about $26,050 at 4% or $17,367 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 9 | $21,395 | $18,756 | $2,084iApproximate average salary by contribution assumption: employee only about $52,100 at 4% or $34,733 at 6%; with 50% employer match about $34,733 at 4% or $23,156 at 6%; with 100% employer match about $26,050 at 4% or $17,367 at 6%. |
| 2005 | 1 | 10 | $4,779 | $4,706 | $471iApproximate average salary by contribution assumption: employee only about $11,765 at 4% or $7,843 at 6%; with 50% employer match about $7,843 at 4% or $5,229 at 6%; with 100% employer match about $5,883 at 4% or $3,922 at 6%. |
| BACEN & JORDAN PA 401K PLAN | - | 10 | $4,779 | $4,706 | $471iApproximate average salary by contribution assumption: employee only about $11,765 at 4% or $7,843 at 6%; with 50% employer match about $7,843 at 4% or $5,229 at 6%; with 100% employer match about $5,883 at 4% or $3,922 at 6%. |