BaySierra Financial, Inc.
Plan context: Baysierra Mortgage Inc. Profit Sharing Plan and Trust
EIN 68-0451198 • Santa Rosa, CA • 16 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
4
2014 Assets
$859,838
2014 Contributions
$28,393
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2013 | 1 | 4 | $859,838 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 4 | $859,838 | - | - |
| 2012 | 1 | 4 | $829,766 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 4 | $829,766 | - | - |
| 2011 | 1 | 4 | $859,508 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 4 | $859,508 | - | - |
| 2010 | 2 | 4 | $836,103 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 4 | $836,103 | - | - |
| BAYSIERRA MORTGAGE, INC. DEFINED BENEFIT PLAN BENEFIT PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 5 | $1,064,400 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 5 | $816,607 | - | - |
| BAYSIERRA MORTGAGE, INC. DEFINED BENEFIT PLAN BENEFIT PLAN | - | 4 | $247,793 | $0 | - |
| 2008 | 1 | 4 | $798,768 | $0 | - |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 4 | $798,768 | - | - |
| 2007 | 1 | 4 | $761,362 | $28,393 | $7,098iApproximate average salary by contribution assumption: employee only about $177,456 at 4% or $118,304 at 6%; with 50% employer match about $118,304 at 4% or $78,869 at 6%; with 100% employer match about $88,728 at 4% or $59,152 at 6%. |
| Baysierra Mortgage Inc. Profit Sharing Plan and Trust | - | 4 | $761,362 | $28,393 | $7,098iApproximate average salary by contribution assumption: employee only about $177,456 at 4% or $118,304 at 6%; with 50% employer match about $118,304 at 4% or $78,869 at 6%; with 100% employer match about $88,728 at 4% or $59,152 at 6%. |
| 2006 | 1 | 4 | $648,118 | $85,000 | $21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%. |
| BAYSIERRA MORTGAGE, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | $648,118 | $85,000 | $21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%. |
| 2005 | 1 | 4 | $514,744 | $87,370 | $21,843iApproximate average salary by contribution assumption: employee only about $546,063 at 4% or $364,042 at 6%; with 50% employer match about $364,042 at 4% or $242,694 at 6%; with 100% employer match about $273,031 at 4% or $182,021 at 6%. |
| BAYSIERRA MORTGAGE, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | $514,744 | $87,370 | $21,843iApproximate average salary by contribution assumption: employee only about $546,063 at 4% or $364,042 at 6%; with 50% employer match about $364,042 at 4% or $242,694 at 6%; with 100% employer match about $273,031 at 4% or $182,021 at 6%. |
| 2004 | 1 | 4 | $390,388 | $85,128 | $21,282iApproximate average salary by contribution assumption: employee only about $532,050 at 4% or $354,700 at 6%; with 50% employer match about $354,700 at 4% or $236,467 at 6%; with 100% employer match about $266,025 at 4% or $177,350 at 6%. |
| BAYSIERRA MORTGAGE, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | $390,388 | $85,128 | $21,282iApproximate average salary by contribution assumption: employee only about $532,050 at 4% or $354,700 at 6%; with 50% employer match about $354,700 at 4% or $236,467 at 6%; with 100% employer match about $266,025 at 4% or $177,350 at 6%. |
| 2003 | 1 | 4 | $268,652 | $83,700 | $20,925iApproximate average salary by contribution assumption: employee only about $523,125 at 4% or $348,750 at 6%; with 50% employer match about $348,750 at 4% or $232,500 at 6%; with 100% employer match about $261,563 at 4% or $174,375 at 6%. |
| BAYSIERRA MORTGAGE, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | $268,652 | $83,700 | $20,925iApproximate average salary by contribution assumption: employee only about $523,125 at 4% or $348,750 at 6%; with 50% employer match about $348,750 at 4% or $232,500 at 6%; with 100% employer match about $261,563 at 4% or $174,375 at 6%. |
| 2002 | 1 | 4 | $162,387 | $83,530 | $20,883iApproximate average salary by contribution assumption: employee only about $522,063 at 4% or $348,042 at 6%; with 50% employer match about $348,042 at 4% or $232,028 at 6%; with 100% employer match about $261,031 at 4% or $174,021 at 6%. |
| BAYSIERRA MORTGAGE, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | $162,387 | $83,530 | $20,883iApproximate average salary by contribution assumption: employee only about $522,063 at 4% or $348,042 at 6%; with 50% employer match about $348,042 at 4% or $232,028 at 6%; with 100% employer match about $261,031 at 4% or $174,021 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| BAYSIERRA MORTGAGE, INC. PROFIT SHARING PLAN AND TRUST | - | 4 | - | - | - |