Baron, Silver, Stevens Financial Advisors LLC
Plan context: BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN
EIN 65-1039401 • Boca Raton, FL • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$5,752,615
2024 Contributions
$176,683
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $5,752,615 | $176,683 | $19,631iApproximate average salary by contribution assumption: employee only about $490,786 at 4% or $327,191 at 6%; with 50% employer match about $327,191 at 4% or $218,127 at 6%; with 100% employer match about $245,393 at 4% or $163,595 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 9 | $5,752,615 | $176,683 | $19,631iApproximate average salary by contribution assumption: employee only about $490,786 at 4% or $327,191 at 6%; with 50% employer match about $327,191 at 4% or $218,127 at 6%; with 100% employer match about $245,393 at 4% or $163,595 at 6%. |
| 2023 | 1 | 8 | $4,886,563 | $163,929 | $20,491iApproximate average salary by contribution assumption: employee only about $512,278 at 4% or $341,519 at 6%; with 50% employer match about $341,519 at 4% or $227,679 at 6%; with 100% employer match about $256,139 at 4% or $170,759 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 8 | $4,886,563 | $163,929 | $20,491iApproximate average salary by contribution assumption: employee only about $512,278 at 4% or $341,519 at 6%; with 50% employer match about $341,519 at 4% or $227,679 at 6%; with 100% employer match about $256,139 at 4% or $170,759 at 6%. |
| 2022 | 1 | 7 | $3,942,714 | $192,423 | $27,489iApproximate average salary by contribution assumption: employee only about $687,225 at 4% or $458,150 at 6%; with 50% employer match about $458,150 at 4% or $305,433 at 6%; with 100% employer match about $343,613 at 4% or $229,075 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 7 | $3,942,714 | $192,423 | $27,489iApproximate average salary by contribution assumption: employee only about $687,225 at 4% or $458,150 at 6%; with 50% employer match about $458,150 at 4% or $305,433 at 6%; with 100% employer match about $343,613 at 4% or $229,075 at 6%. |
| 2021 | 1 | 7 | $4,415,626 | $1,415,813 | $202,259iApproximate average salary by contribution assumption: employee only about $5,056,475 at 4% or $3,370,983 at 6%; with 50% employer match about $3,370,983 at 4% or $2,247,322 at 6%; with 100% employer match about $2,528,238 at 4% or $1,685,492 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 7 | $4,415,626 | $1,415,813 | $202,259iApproximate average salary by contribution assumption: employee only about $5,056,475 at 4% or $3,370,983 at 6%; with 50% employer match about $3,370,983 at 4% or $2,247,322 at 6%; with 100% employer match about $2,528,238 at 4% or $1,685,492 at 6%. |
| 2020 | 2 | 6 | $2,500,687 | $140,339 | $23,390iApproximate average salary by contribution assumption: employee only about $584,746 at 4% or $389,831 at 6%; with 50% employer match about $389,831 at 4% or $259,887 at 6%; with 100% employer match about $292,373 at 4% or $194,915 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 6 | $2,500,687 | $140,339 | $23,390iApproximate average salary by contribution assumption: employee only about $584,746 at 4% or $389,831 at 6%; with 50% employer match about $389,831 at 4% or $259,887 at 6%; with 100% employer match about $292,373 at 4% or $194,915 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2019 | 2 | 7 | $3,023,284 | $123,741 | $17,677iApproximate average salary by contribution assumption: employee only about $441,932 at 4% or $294,621 at 6%; with 50% employer match about $294,621 at 4% or $196,414 at 6%; with 100% employer match about $220,966 at 4% or $147,311 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 7 | $2,033,492 | $123,741 | $17,677iApproximate average salary by contribution assumption: employee only about $441,932 at 4% or $294,621 at 6%; with 50% employer match about $294,621 at 4% or $196,414 at 6%; with 100% employer match about $220,966 at 4% or $147,311 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 6 | $989,792 | $0 | - |
| 2018 | 2 | 7 | $2,339,941 | $141,047 | $20,150iApproximate average salary by contribution assumption: employee only about $503,739 at 4% or $335,826 at 6%; with 50% employer match about $335,826 at 4% or $223,884 at 6%; with 100% employer match about $251,870 at 4% or $167,913 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 7 | $1,545,454 | $141,047 | $20,150iApproximate average salary by contribution assumption: employee only about $503,739 at 4% or $335,826 at 6%; with 50% employer match about $335,826 at 4% or $223,884 at 6%; with 100% employer match about $251,870 at 4% or $167,913 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 6 | $794,487 | - | - |
| 2017 | 2 | 6 | $2,419,143 | $507,681 | $84,614iApproximate average salary by contribution assumption: employee only about $2,115,338 at 4% or $1,410,225 at 6%; with 50% employer match about $1,410,225 at 4% or $940,150 at 6%; with 100% employer match about $1,057,669 at 4% or $705,113 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $1,552,118 | $114,681 | $19,114iApproximate average salary by contribution assumption: employee only about $477,838 at 4% or $318,558 at 6%; with 50% employer match about $318,558 at 4% or $212,372 at 6%; with 100% employer match about $238,919 at 4% or $159,279 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 6 | $867,025 | $393,000 | $65,500iApproximate average salary by contribution assumption: employee only about $1,637,500 at 4% or $1,091,667 at 6%; with 50% employer match about $1,091,667 at 4% or $727,778 at 6%; with 100% employer match about $818,750 at 4% or $545,833 at 6%. |
| 2016 | 2 | 6 | $1,593,531 | $198,127 | $33,021iApproximate average salary by contribution assumption: employee only about $825,529 at 4% or $550,353 at 6%; with 50% employer match about $550,353 at 4% or $366,902 at 6%; with 100% employer match about $412,765 at 4% or $275,176 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $1,189,900 | $108,127 | $18,021iApproximate average salary by contribution assumption: employee only about $450,529 at 4% or $300,353 at 6%; with 50% employer match about $300,353 at 4% or $200,235 at 6%; with 100% employer match about $225,265 at 4% or $150,176 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 6 | $403,631 | $90,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2015 | 2 | 6 | $1,250,606 | $213,612 | $35,602iApproximate average salary by contribution assumption: employee only about $890,050 at 4% or $593,367 at 6%; with 50% employer match about $593,367 at 4% or $395,578 at 6%; with 100% employer match about $445,025 at 4% or $296,683 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $962,599 | $98,612 | $16,435iApproximate average salary by contribution assumption: employee only about $410,883 at 4% or $273,922 at 6%; with 50% employer match about $273,922 at 4% or $182,615 at 6%; with 100% employer match about $205,442 at 4% or $136,961 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 6 | $288,007 | $115,000 | $19,167iApproximate average salary by contribution assumption: employee only about $479,167 at 4% or $319,444 at 6%; with 50% employer match about $319,444 at 4% or $212,963 at 6%; with 100% employer match about $239,583 at 4% or $159,722 at 6%. |
| 2014 | 2 | 6 | $1,169,034 | $175,444 | $29,241iApproximate average salary by contribution assumption: employee only about $731,017 at 4% or $487,344 at 6%; with 50% employer match about $487,344 at 4% or $324,896 at 6%; with 100% employer match about $365,508 at 4% or $243,672 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $988,636 | $85,527 | $14,255iApproximate average salary by contribution assumption: employee only about $356,363 at 4% or $237,575 at 6%; with 50% employer match about $237,575 at 4% or $158,383 at 6%; with 100% employer match about $178,181 at 4% or $118,788 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 5 | $180,398 | $89,917 | $17,983iApproximate average salary by contribution assumption: employee only about $449,585 at 4% or $299,723 at 6%; with 50% employer match about $299,723 at 4% or $199,816 at 6%; with 100% employer match about $224,793 at 4% or $149,862 at 6%. |
| 2013 | 2 | 6 | $987,296 | $168,556 | $28,093iApproximate average salary by contribution assumption: employee only about $702,317 at 4% or $468,211 at 6%; with 50% employer match about $468,211 at 4% or $312,141 at 6%; with 100% employer match about $351,158 at 4% or $234,106 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $898,321 | $79,581 | $13,264iApproximate average salary by contribution assumption: employee only about $331,588 at 4% or $221,058 at 6%; with 50% employer match about $221,058 at 4% or $147,372 at 6%; with 100% employer match about $165,794 at 4% or $110,529 at 6%. |
| Baron, Silver, Stevens Financial Advisors LLC Cash Balance Plan | - | 6 | $88,975 | $88,975 | $14,829iApproximate average salary by contribution assumption: employee only about $370,729 at 4% or $247,153 at 6%; with 50% employer match about $247,153 at 4% or $164,769 at 6%; with 100% employer match about $185,365 at 4% or $123,576 at 6%. |
| 2012 | 1 | 6 | $694,182 | $95,832 | $15,972iApproximate average salary by contribution assumption: employee only about $399,300 at 4% or $266,200 at 6%; with 50% employer match about $266,200 at 4% or $177,467 at 6%; with 100% employer match about $199,650 at 4% or $133,100 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $694,182 | $95,832 | $15,972iApproximate average salary by contribution assumption: employee only about $399,300 at 4% or $266,200 at 6%; with 50% employer match about $266,200 at 4% or $177,467 at 6%; with 100% employer match about $199,650 at 4% or $133,100 at 6%. |
| 2011 | 1 | 6 | $518,638 | $91,648 | $15,275iApproximate average salary by contribution assumption: employee only about $381,867 at 4% or $254,578 at 6%; with 50% employer match about $254,578 at 4% or $169,719 at 6%; with 100% employer match about $190,933 at 4% or $127,289 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | $518,638 | $91,648 | $15,275iApproximate average salary by contribution assumption: employee only about $381,867 at 4% or $254,578 at 6%; with 50% employer match about $254,578 at 4% or $169,719 at 6%; with 100% employer match about $190,933 at 4% or $127,289 at 6%. |
| 2010 | 1 | 5 | $470,981 | $70,589 | $14,118iApproximate average salary by contribution assumption: employee only about $352,945 at 4% or $235,297 at 6%; with 50% employer match about $235,297 at 4% or $156,864 at 6%; with 100% employer match about $176,473 at 4% or $117,648 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 5 | $470,981 | $70,589 | $14,118iApproximate average salary by contribution assumption: employee only about $352,945 at 4% or $235,297 at 6%; with 50% employer match about $235,297 at 4% or $156,864 at 6%; with 100% employer match about $176,473 at 4% or $117,648 at 6%. |
| 2009 | 1 | 7 | $585,216 | $107,796 | $15,399iApproximate average salary by contribution assumption: employee only about $384,986 at 4% or $256,657 at 6%; with 50% employer match about $256,657 at 4% or $171,105 at 6%; with 100% employer match about $192,493 at 4% or $128,329 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 7 | $585,216 | $107,796 | $15,399iApproximate average salary by contribution assumption: employee only about $384,986 at 4% or $256,657 at 6%; with 50% employer match about $256,657 at 4% or $171,105 at 6%; with 100% employer match about $192,493 at 4% or $128,329 at 6%. |
| 2008 | 1 | 5 | $393,838 | $101,730 | $20,346iApproximate average salary by contribution assumption: employee only about $508,650 at 4% or $339,100 at 6%; with 50% employer match about $339,100 at 4% or $226,067 at 6%; with 100% employer match about $254,325 at 4% or $169,550 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 5 | $393,838 | $101,730 | $20,346iApproximate average salary by contribution assumption: employee only about $508,650 at 4% or $339,100 at 6%; with 50% employer match about $339,100 at 4% or $226,067 at 6%; with 100% employer match about $254,325 at 4% or $169,550 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 6 | - | - | - |
| 2006 | 1 | 5 | $0 | $0 | - |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 5 | - | - | - |
| 2005 | 1 | 5 | $316,671 | $35,656 | $7,131iApproximate average salary by contribution assumption: employee only about $178,280 at 4% or $118,853 at 6%; with 50% employer match about $118,853 at 4% or $79,236 at 6%; with 100% employer match about $89,140 at 4% or $59,427 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC. PROFIT SHARING PLAN | - | 5 | $316,671 | $35,656 | $7,131iApproximate average salary by contribution assumption: employee only about $178,280 at 4% or $118,853 at 6%; with 50% employer match about $118,853 at 4% or $79,236 at 6%; with 100% employer match about $89,140 at 4% or $59,427 at 6%. |
| 2004 | 1 | 8 | $256,392 | $132,630 | $16,579iApproximate average salary by contribution assumption: employee only about $414,469 at 4% or $276,313 at 6%; with 50% employer match about $276,313 at 4% or $184,208 at 6%; with 100% employer match about $207,234 at 4% or $138,156 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 8 | $256,392 | $132,630 | $16,579iApproximate average salary by contribution assumption: employee only about $414,469 at 4% or $276,313 at 6%; with 50% employer match about $276,313 at 4% or $184,208 at 6%; with 100% employer match about $207,234 at 4% or $138,156 at 6%. |
| 2003 | 1 | 6 | $106,258 | $106,258 | $17,710iApproximate average salary by contribution assumption: employee only about $442,742 at 4% or $295,161 at 6%; with 50% employer match about $295,161 at 4% or $196,774 at 6%; with 100% employer match about $221,371 at 4% or $147,581 at 6%. |
| BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | - | 6 | $106,258 | $106,258 | $17,710iApproximate average salary by contribution assumption: employee only about $442,742 at 4% or $295,161 at 6%; with 50% employer match about $295,161 at 4% or $196,774 at 6%; with 100% employer match about $221,371 at 4% or $147,581 at 6%. |