Civic Intelligence

Baldrich & Associates Inc.

Plan context: Baldrich & Associates Inc. Employees 165 E Plan

EIN 66-0359670 • 53 filings • 11 plans

Current Snapshot

Latest Year

2006

2006 Participants

38

2006 Assets

$711,048

2006 Contributions

$165,217

Historical Graphs

Total Assets Over Time

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

$12,175,903$6,087,952$0199920032006YearValue
$711,048Latest year 2006

Participants Over Time

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

78390199920032006YearValue
38Latest year 2006

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
2006538$711,048$165,217$4,348iApproximate average salary by contribution assumption: employee only about $108,695 at 4% or $72,464 at 6%; with 50% employer match about $72,464 at 4% or $48,309 at 6%; with 100% employer match about $54,348 at 4% or $36,232 at 6%.
Baldrich & Associates Inc. Employees 165 E Plan-38$711,048$112,131$2,951iApproximate average salary by contribution assumption: employee only about $73,770 at 4% or $49,180 at 6%; with 50% employer match about $49,180 at 4% or $32,787 at 6%; with 100% employer match about $36,885 at 4% or $24,590 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-0-$47,219-
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-0-$5,867-
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-0---
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-0---
2005661$2,460,478$144,649$2,371iApproximate average salary by contribution assumption: employee only about $59,282 at 4% or $39,522 at 6%; with 50% employer match about $39,522 at 4% or $26,348 at 6%; with 100% employer match about $29,641 at 4% or $19,761 at 6%.
Baldrich & Associates Inc. Employees 165 E Plan-61$1,016,849$84,581$1,387iApproximate average salary by contribution assumption: employee only about $34,664 at 4% or $23,110 at 6%; with 50% employer match about $23,110 at 4% or $15,406 at 6%; with 100% employer match about $17,332 at 4% or $11,555 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1$623,168$37,507$37,507iApproximate average salary by contribution assumption: employee only about $937,675 at 4% or $625,117 at 6%; with 50% employer match about $625,117 at 4% or $416,744 at 6%; with 100% employer match about $468,838 at 4% or $312,558 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1$345,543$7,384$7,384iApproximate average salary by contribution assumption: employee only about $184,600 at 4% or $123,067 at 6%; with 50% employer match about $123,067 at 4% or $82,044 at 6%; with 100% employer match about $92,300 at 4% or $61,533 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-0$301,487--
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1$173,431$15,177$15,177iApproximate average salary by contribution assumption: employee only about $379,425 at 4% or $252,950 at 6%; with 50% employer match about $252,950 at 4% or $168,633 at 6%; with 100% employer match about $189,713 at 4% or $126,475 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-0---
2004773$12,175,903$234,826$3,217iApproximate average salary by contribution assumption: employee only about $80,420 at 4% or $53,613 at 6%; with 50% employer match about $53,613 at 4% or $35,742 at 6%; with 100% employer match about $40,210 at 4% or $26,807 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-1$9,576,629--
Baldrich & Associates Inc. Employees 165 E Plan-73$1,067,995$150,142$2,057iApproximate average salary by contribution assumption: employee only about $51,418 at 4% or $34,279 at 6%; with 50% employer match about $34,279 at 4% or $22,853 at 6%; with 100% employer match about $25,709 at 4% or $17,139 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1$698,007$45,429$45,429iApproximate average salary by contribution assumption: employee only about $1,135,725 at 4% or $757,150 at 6%; with 50% employer match about $757,150 at 4% or $504,767 at 6%; with 100% employer match about $567,863 at 4% or $378,575 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1$381,104$7,505$7,505iApproximate average salary by contribution assumption: employee only about $187,625 at 4% or $125,083 at 6%; with 50% employer match about $125,083 at 4% or $83,389 at 6%; with 100% employer match about $93,813 at 4% or $62,542 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-1$287,431$27,500$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1$164,737$4,250$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Benjamin Kauffman-0---
2003770$2,380,882$263,383$3,763iApproximate average salary by contribution assumption: employee only about $94,065 at 4% or $62,710 at 6%; with 50% employer match about $62,710 at 4% or $41,807 at 6%; with 100% employer match about $47,033 at 4% or $31,355 at 6%.
Baldrich & Associates Inc. Employees 165 E Plan-70$906,931$126,572$1,808iApproximate average salary by contribution assumption: employee only about $45,204 at 4% or $30,136 at 6%; with 50% employer match about $30,136 at 4% or $20,091 at 6%; with 100% employer match about $22,602 at 4% or $15,068 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1$504,601$51,659$51,659iApproximate average salary by contribution assumption: employee only about $1,291,475 at 4% or $860,983 at 6%; with 50% employer match about $860,983 at 4% or $573,989 at 6%; with 100% employer match about $645,738 at 4% or $430,492 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1$327,711$20,390$20,390iApproximate average salary by contribution assumption: employee only about $509,750 at 4% or $339,833 at 6%; with 50% employer match about $339,833 at 4% or $226,556 at 6%; with 100% employer match about $254,875 at 4% or $169,917 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-1$241,809$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Benjamin Kauffman-0$216,051--
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1$183,779$34,762$34,762iApproximate average salary by contribution assumption: employee only about $869,050 at 4% or $579,367 at 6%; with 50% employer match about $579,367 at 4% or $386,244 at 6%; with 100% employer match about $434,525 at 4% or $289,683 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-1---
2002778$8,198,214$1,248,320$16,004iApproximate average salary by contribution assumption: employee only about $400,103 at 4% or $266,735 at 6%; with 50% employer match about $266,735 at 4% or $177,823 at 6%; with 100% employer match about $200,051 at 4% or $133,368 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-1$6,386,966$960,795$960,795iApproximate average salary by contribution assumption: employee only about $24,019,875 at 4% or $16,013,250 at 6%; with 50% employer match about $16,013,250 at 4% or $10,675,500 at 6%; with 100% employer match about $12,009,938 at 4% or $8,006,625 at 6%.
Baldrich & Associates Inc. Employees 165 E Plan-78$777,430$120,303$1,542iApproximate average salary by contribution assumption: employee only about $38,559 at 4% or $25,706 at 6%; with 50% employer match about $25,706 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,853 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1$367,357$50,957$50,957iApproximate average salary by contribution assumption: employee only about $1,273,925 at 4% or $849,283 at 6%; with 50% employer match about $849,283 at 4% or $566,189 at 6%; with 100% employer match about $636,963 at 4% or $424,642 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1$223,136$24,730$24,730iApproximate average salary by contribution assumption: employee only about $618,250 at 4% or $412,167 at 6%; with 50% employer match about $412,167 at 4% or $274,778 at 6%; with 100% employer match about $309,125 at 4% or $206,083 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Benjamin Kauffman-0$163,248$16,361-
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-1$152,892$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1$127,185$45,174$45,174iApproximate average salary by contribution assumption: employee only about $1,129,350 at 4% or $752,900 at 6%; with 50% employer match about $752,900 at 4% or $501,933 at 6%; with 100% employer match about $564,675 at 4% or $376,450 at 6%.
2001774$0$0-
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-1---
Baldrich & Associates Inc. Pension Plan FBO Benjamin Kauffman-1---
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1---
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1---
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-1---
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1---
Baldrich & Associates Inc. Employees 165 E Plan-74---
2000770$6,323,595$715,770$10,225iApproximate average salary by contribution assumption: employee only about $255,632 at 4% or $170,421 at 6%; with 50% employer match about $170,421 at 4% or $113,614 at 6%; with 100% employer match about $127,816 at 4% or $85,211 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-1$4,540,073$446,000$446,000iApproximate average salary by contribution assumption: employee only about $11,150,000 at 4% or $7,433,333 at 6%; with 50% employer match about $7,433,333 at 4% or $4,955,556 at 6%; with 100% employer match about $5,575,000 at 4% or $3,716,667 at 6%.
Baldrich & Associates Inc. Employees 165 E Plan-70$864,310$113,553$1,622iApproximate average salary by contribution assumption: employee only about $40,555 at 4% or $27,036 at 6%; with 50% employer match about $27,036 at 4% or $18,024 at 6%; with 100% employer match about $20,277 at 4% or $13,518 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1$309,362$43,115$43,115iApproximate average salary by contribution assumption: employee only about $1,077,875 at 4% or $718,583 at 6%; with 50% employer match about $718,583 at 4% or $479,056 at 6%; with 100% employer match about $538,938 at 4% or $359,292 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1$198,528$38,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Benjamin Kauffman-1$178,279$27,932$27,932iApproximate average salary by contribution assumption: employee only about $698,300 at 4% or $465,533 at 6%; with 50% employer match about $465,533 at 4% or $310,356 at 6%; with 100% employer match about $349,150 at 4% or $232,767 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-1$149,243$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1$83,800$17,170$17,170iApproximate average salary by contribution assumption: employee only about $429,250 at 4% or $286,167 at 6%; with 50% employer match about $286,167 at 4% or $190,778 at 6%; with 100% employer match about $214,625 at 4% or $143,083 at 6%.
1999769$5,713,014$571,857$8,288iApproximate average salary by contribution assumption: employee only about $207,195 at 4% or $138,130 at 6%; with 50% employer match about $138,130 at 4% or $92,086 at 6%; with 100% employer match about $103,597 at 4% or $69,065 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose Baldrich Jr.-1$3,901,239$345,800$345,800iApproximate average salary by contribution assumption: employee only about $8,645,000 at 4% or $5,763,333 at 6%; with 50% employer match about $5,763,333 at 4% or $3,842,222 at 6%; with 100% employer match about $4,322,500 at 4% or $2,881,667 at 6%.
Baldrich & Associates Inc. Employees 165 E Plan-69$1,032,540$75,915$1,100iApproximate average salary by contribution assumption: employee only about $27,505 at 4% or $18,337 at 6%; with 50% employer match about $18,337 at 4% or $12,225 at 6%; with 100% employer match about $13,753 at 4% or $9,168 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Jose F. Baldrich-1$266,247$35,600$35,600iApproximate average salary by contribution assumption: employee only about $890,000 at 4% or $593,333 at 6%; with 50% employer match about $593,333 at 4% or $395,556 at 6%; with 100% employer match about $445,000 at 4% or $296,667 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Lissette Baldrich-1$154,960$26,700$26,700iApproximate average salary by contribution assumption: employee only about $667,500 at 4% or $445,000 at 6%; with 50% employer match about $445,000 at 4% or $296,667 at 6%; with 100% employer match about $333,750 at 4% or $222,500 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Benjamin Kauffman-1$152,396$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Carlos Molinares-1$127,339$29,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
Baldrich & Associates Inc. Pension Plan FBO Richard Nater-1$78,293$16,842$16,842iApproximate average salary by contribution assumption: employee only about $421,050 at 4% or $280,700 at 6%; with 50% employer match about $280,700 at 4% or $187,133 at 6%; with 100% employer match about $210,525 at 4% or $140,350 at 6%.