Civic Intelligence

Bauefle, Lee & Associates

Plan context: Bauerle, Lee & Associates 401K Profit Sharing Plan

EIN 77-0385030 • Los Gatos, CA • 26 filings • 2 plans

20 S Santa Cruz Ave Ste 210Los Gatos, CA 95030-6827
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$8,132,008

2024 Contributions

$104,449

Historical Graphs

Total Assets Over Time

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

$8,132,008$4,066,004$0199920122024YearValue
$8,132,008Latest year 2024

Participants Over Time

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

1050199920122024YearValue
10Latest 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
2024110$8,132,008$104,449$10,445iApproximate average salary by contribution assumption: employee only about $261,123 at 4% or $174,082 at 6%; with 50% employer match about $174,082 at 4% or $116,054 at 6%; with 100% employer match about $130,561 at 4% or $87,041 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-10$8,132,008$104,449$10,445iApproximate average salary by contribution assumption: employee only about $261,123 at 4% or $174,082 at 6%; with 50% employer match about $174,082 at 4% or $116,054 at 6%; with 100% employer match about $130,561 at 4% or $87,041 at 6%.
2023110$8,106,174$300,564$30,056iApproximate average salary by contribution assumption: employee only about $751,410 at 4% or $500,940 at 6%; with 50% employer match about $500,940 at 4% or $333,960 at 6%; with 100% employer match about $375,705 at 4% or $250,470 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-10$8,106,174$300,564$30,056iApproximate average salary by contribution assumption: employee only about $751,410 at 4% or $500,940 at 6%; with 50% employer match about $500,940 at 4% or $333,960 at 6%; with 100% employer match about $375,705 at 4% or $250,470 at 6%.
202219$5,978,700$180,775$20,086iApproximate average salary by contribution assumption: employee only about $502,153 at 4% or $334,769 at 6%; with 50% employer match about $334,769 at 4% or $223,179 at 6%; with 100% employer match about $251,076 at 4% or $167,384 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-9$5,978,700$180,775$20,086iApproximate average salary by contribution assumption: employee only about $502,153 at 4% or $334,769 at 6%; with 50% employer match about $334,769 at 4% or $223,179 at 6%; with 100% employer match about $251,076 at 4% or $167,384 at 6%.
2021110$7,615,527$251,082$25,108iApproximate average salary by contribution assumption: employee only about $627,705 at 4% or $418,470 at 6%; with 50% employer match about $418,470 at 4% or $278,980 at 6%; with 100% employer match about $313,853 at 4% or $209,235 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-10$7,615,527$251,082$25,108iApproximate average salary by contribution assumption: employee only about $627,705 at 4% or $418,470 at 6%; with 50% employer match about $418,470 at 4% or $278,980 at 6%; with 100% employer match about $313,853 at 4% or $209,235 at 6%.
202018$6,267,371$219,972$27,497iApproximate average salary by contribution assumption: employee only about $687,413 at 4% or $458,275 at 6%; with 50% employer match about $458,275 at 4% or $305,517 at 6%; with 100% employer match about $343,706 at 4% or $229,138 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-8$6,267,371$219,972$27,497iApproximate average salary by contribution assumption: employee only about $687,413 at 4% or $458,275 at 6%; with 50% employer match about $458,275 at 4% or $305,517 at 6%; with 100% employer match about $343,706 at 4% or $229,138 at 6%.
201917$4,850,862$194,087$27,727iApproximate average salary by contribution assumption: employee only about $693,168 at 4% or $462,112 at 6%; with 50% employer match about $462,112 at 4% or $308,075 at 6%; with 100% employer match about $346,584 at 4% or $231,056 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-7$4,850,862$194,087$27,727iApproximate average salary by contribution assumption: employee only about $693,168 at 4% or $462,112 at 6%; with 50% employer match about $462,112 at 4% or $308,075 at 6%; with 100% employer match about $346,584 at 4% or $231,056 at 6%.
201818$3,609,900$212,784$26,598iApproximate average salary by contribution assumption: employee only about $664,950 at 4% or $443,300 at 6%; with 50% employer match about $443,300 at 4% or $295,533 at 6%; with 100% employer match about $332,475 at 4% or $221,650 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-8$3,609,900$212,784$26,598iApproximate average salary by contribution assumption: employee only about $664,950 at 4% or $443,300 at 6%; with 50% employer match about $443,300 at 4% or $295,533 at 6%; with 100% employer match about $332,475 at 4% or $221,650 at 6%.
201718$3,693,206$203,462$25,433iApproximate average salary by contribution assumption: employee only about $635,819 at 4% or $423,879 at 6%; with 50% employer match about $423,879 at 4% or $282,586 at 6%; with 100% employer match about $317,909 at 4% or $211,940 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-8$3,693,206$203,462$25,433iApproximate average salary by contribution assumption: employee only about $635,819 at 4% or $423,879 at 6%; with 50% employer match about $423,879 at 4% or $282,586 at 6%; with 100% employer match about $317,909 at 4% or $211,940 at 6%.
201618$2,841,103$189,487$23,686iApproximate average salary by contribution assumption: employee only about $592,147 at 4% or $394,765 at 6%; with 50% employer match about $394,765 at 4% or $263,176 at 6%; with 100% employer match about $296,073 at 4% or $197,382 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-8$2,841,103$189,487$23,686iApproximate average salary by contribution assumption: employee only about $592,147 at 4% or $394,765 at 6%; with 50% employer match about $394,765 at 4% or $263,176 at 6%; with 100% employer match about $296,073 at 4% or $197,382 at 6%.
201519$2,602,617$168,752$18,750iApproximate average salary by contribution assumption: employee only about $468,756 at 4% or $312,504 at 6%; with 50% employer match about $312,504 at 4% or $208,336 at 6%; with 100% employer match about $234,378 at 4% or $156,252 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-9$2,602,617$168,752$18,750iApproximate average salary by contribution assumption: employee only about $468,756 at 4% or $312,504 at 6%; with 50% employer match about $312,504 at 4% or $208,336 at 6%; with 100% employer match about $234,378 at 4% or $156,252 at 6%.
201417$2,381,668$165,152$23,593iApproximate average salary by contribution assumption: employee only about $589,829 at 4% or $393,219 at 6%; with 50% employer match about $393,219 at 4% or $262,146 at 6%; with 100% employer match about $294,914 at 4% or $196,610 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-7$2,381,668$165,152$23,593iApproximate average salary by contribution assumption: employee only about $589,829 at 4% or $393,219 at 6%; with 50% employer match about $393,219 at 4% or $262,146 at 6%; with 100% employer match about $294,914 at 4% or $196,610 at 6%.
201318$2,207,464$165,900$20,738iApproximate average salary by contribution assumption: employee only about $518,438 at 4% or $345,625 at 6%; with 50% employer match about $345,625 at 4% or $230,417 at 6%; with 100% employer match about $259,219 at 4% or $172,813 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-8$2,207,464$165,900$20,738iApproximate average salary by contribution assumption: employee only about $518,438 at 4% or $345,625 at 6%; with 50% employer match about $345,625 at 4% or $230,417 at 6%; with 100% employer match about $259,219 at 4% or $172,813 at 6%.
201217$1,691,910$153,126$21,875iApproximate average salary by contribution assumption: employee only about $546,879 at 4% or $364,586 at 6%; with 50% employer match about $364,586 at 4% or $243,057 at 6%; with 100% employer match about $273,439 at 4% or $182,293 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-7$1,691,910$153,126$21,875iApproximate average salary by contribution assumption: employee only about $546,879 at 4% or $364,586 at 6%; with 50% employer match about $364,586 at 4% or $243,057 at 6%; with 100% employer match about $273,439 at 4% or $182,293 at 6%.
201117$1,469,686$154,573$22,082iApproximate average salary by contribution assumption: employee only about $552,046 at 4% or $368,031 at 6%; with 50% employer match about $368,031 at 4% or $245,354 at 6%; with 100% employer match about $276,023 at 4% or $184,015 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-7$1,469,686$154,573$22,082iApproximate average salary by contribution assumption: employee only about $552,046 at 4% or $368,031 at 6%; with 50% employer match about $368,031 at 4% or $245,354 at 6%; with 100% employer match about $276,023 at 4% or $184,015 at 6%.
201017$1,458,291$148,009$21,144iApproximate average salary by contribution assumption: employee only about $528,604 at 4% or $352,402 at 6%; with 50% employer match about $352,402 at 4% or $234,935 at 6%; with 100% employer match about $264,302 at 4% or $176,201 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-7$1,458,291$148,009$21,144iApproximate average salary by contribution assumption: employee only about $528,604 at 4% or $352,402 at 6%; with 50% employer match about $352,402 at 4% or $234,935 at 6%; with 100% employer match about $264,302 at 4% or $176,201 at 6%.
200916$1,155,479$147,777$24,630iApproximate average salary by contribution assumption: employee only about $615,738 at 4% or $410,492 at 6%; with 50% employer match about $410,492 at 4% or $273,661 at 6%; with 100% employer match about $307,869 at 4% or $205,246 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-6$1,155,479$147,777$24,630iApproximate average salary by contribution assumption: employee only about $615,738 at 4% or $410,492 at 6%; with 50% employer match about $410,492 at 4% or $273,661 at 6%; with 100% employer match about $307,869 at 4% or $205,246 at 6%.
200815$809,546$120,967$24,193iApproximate average salary by contribution assumption: employee only about $604,835 at 4% or $403,223 at 6%; with 50% employer match about $403,223 at 4% or $268,816 at 6%; with 100% employer match about $302,418 at 4% or $201,612 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-5$809,546$120,967$24,193iApproximate average salary by contribution assumption: employee only about $604,835 at 4% or $403,223 at 6%; with 50% employer match about $403,223 at 4% or $268,816 at 6%; with 100% employer match about $302,418 at 4% or $201,612 at 6%.
200716$0$0-
Bauerle, Lee & Associates 401K Profit Sharing Plan-6---
200617$864,928$111,317$15,902iApproximate average salary by contribution assumption: employee only about $397,561 at 4% or $265,040 at 6%; with 50% employer match about $265,040 at 4% or $176,694 at 6%; with 100% employer match about $198,780 at 4% or $132,520 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-7$864,928$111,317$15,902iApproximate average salary by contribution assumption: employee only about $397,561 at 4% or $265,040 at 6%; with 50% employer match about $265,040 at 4% or $176,694 at 6%; with 100% employer match about $198,780 at 4% or $132,520 at 6%.
200515$683,991$111,224$22,245iApproximate average salary by contribution assumption: employee only about $556,120 at 4% or $370,747 at 6%; with 50% employer match about $370,747 at 4% or $247,164 at 6%; with 100% employer match about $278,060 at 4% or $185,373 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-5$683,991$111,224$22,245iApproximate average salary by contribution assumption: employee only about $556,120 at 4% or $370,747 at 6%; with 50% employer match about $370,747 at 4% or $247,164 at 6%; with 100% employer match about $278,060 at 4% or $185,373 at 6%.
200414$557,176$99,556$24,889iApproximate average salary by contribution assumption: employee only about $622,225 at 4% or $414,817 at 6%; with 50% employer match about $414,817 at 4% or $276,544 at 6%; with 100% employer match about $311,113 at 4% or $207,408 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-4$557,176$99,556$24,889iApproximate average salary by contribution assumption: employee only about $622,225 at 4% or $414,817 at 6%; with 50% employer match about $414,817 at 4% or $276,544 at 6%; with 100% employer match about $311,113 at 4% or $207,408 at 6%.
200314$426,135$98,969$24,742iApproximate average salary by contribution assumption: employee only about $618,556 at 4% or $412,371 at 6%; with 50% employer match about $412,371 at 4% or $274,914 at 6%; with 100% employer match about $309,278 at 4% or $206,185 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-4$426,135$98,969$24,742iApproximate average salary by contribution assumption: employee only about $618,556 at 4% or $412,371 at 6%; with 50% employer match about $412,371 at 4% or $274,914 at 6%; with 100% employer match about $309,278 at 4% or $206,185 at 6%.
200216$312,623$78,590$13,098iApproximate average salary by contribution assumption: employee only about $327,458 at 4% or $218,306 at 6%; with 50% employer match about $218,306 at 4% or $145,537 at 6%; with 100% employer match about $163,729 at 4% or $109,153 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-6$312,623$78,590$13,098iApproximate average salary by contribution assumption: employee only about $327,458 at 4% or $218,306 at 6%; with 50% employer match about $218,306 at 4% or $145,537 at 6%; with 100% employer match about $163,729 at 4% or $109,153 at 6%.
200114$259,780$64,215$16,054iApproximate average salary by contribution assumption: employee only about $401,344 at 4% or $267,563 at 6%; with 50% employer match about $267,563 at 4% or $178,375 at 6%; with 100% employer match about $200,672 at 4% or $133,781 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-4$259,780$64,215$16,054iApproximate average salary by contribution assumption: employee only about $401,344 at 4% or $267,563 at 6%; with 50% employer match about $267,563 at 4% or $178,375 at 6%; with 100% employer match about $200,672 at 4% or $133,781 at 6%.
200014$212,732$65,230$16,308iApproximate average salary by contribution assumption: employee only about $407,688 at 4% or $271,792 at 6%; with 50% employer match about $271,792 at 4% or $181,194 at 6%; with 100% employer match about $203,844 at 4% or $135,896 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-4$212,732$65,230$16,308iApproximate average salary by contribution assumption: employee only about $407,688 at 4% or $271,792 at 6%; with 50% employer match about $271,792 at 4% or $181,194 at 6%; with 100% employer match about $203,844 at 4% or $135,896 at 6%.
199914$174,796$57,042$14,261iApproximate average salary by contribution assumption: employee only about $356,513 at 4% or $237,675 at 6%; with 50% employer match about $237,675 at 4% or $158,450 at 6%; with 100% employer match about $178,256 at 4% or $118,838 at 6%.
Bauerle, Lee & Associates 401K Profit Sharing Plan-4$174,796$57,042$14,261iApproximate average salary by contribution assumption: employee only about $356,513 at 4% or $237,675 at 6%; with 50% employer match about $237,675 at 4% or $158,450 at 6%; with 100% employer match about $178,256 at 4% or $118,838 at 6%.