Civic Intelligence

Baer Insurance Services Inc.

Plan context: A Baer 401(K) Plan

EIN 82-2889784 • Valley Village, CA • 8 filings • 1 plans

12808 Cumpston StreetValley Village, CA 91607
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,426,594

2025 Contributions

$1,056,414

Historical Graphs

Total Assets Over Time

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

$2,426,594$1,213,297$0201820222025YearValue
$2,426,594Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest year 2025

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
202516$2,426,594$0-
A Baer 401(K) Plan-6$2,426,594--
202416$2,045,425$0-
A Baer 401(K) Plan-6$2,045,425--
202316$1,743,129$0-
A Baer 401(K) Plan-6$1,743,129--
202216$1,442,189$0-
A Baer 401(K) Plan-6$1,442,189--
202116$1,762,608$1,056,414$176,069iApproximate average salary by contribution assumption: employee only about $4,401,725 at 4% or $2,934,483 at 6%; with 50% employer match about $2,934,483 at 4% or $1,956,322 at 6%; with 100% employer match about $2,200,863 at 4% or $1,467,242 at 6%.
A Baer 401(K) Plan-6$1,762,608$1,056,414$176,069iApproximate average salary by contribution assumption: employee only about $4,401,725 at 4% or $2,934,483 at 6%; with 50% employer match about $2,934,483 at 4% or $1,956,322 at 6%; with 100% employer match about $2,200,863 at 4% or $1,467,242 at 6%.
202016$628,408$159,480$26,580iApproximate average salary by contribution assumption: employee only about $664,500 at 4% or $443,000 at 6%; with 50% employer match about $443,000 at 4% or $295,333 at 6%; with 100% employer match about $332,250 at 4% or $221,500 at 6%.
A Baer 401(K) Plan-6$628,408$159,480$26,580iApproximate average salary by contribution assumption: employee only about $664,500 at 4% or $443,000 at 6%; with 50% employer match about $443,000 at 4% or $295,333 at 6%; with 100% employer match about $332,250 at 4% or $221,500 at 6%.
201916$406,408$156,180$26,030iApproximate average salary by contribution assumption: employee only about $650,750 at 4% or $433,833 at 6%; with 50% employer match about $433,833 at 4% or $289,222 at 6%; with 100% employer match about $325,375 at 4% or $216,917 at 6%.
A Baer 401(K) Plan-6$406,408$156,180$26,030iApproximate average salary by contribution assumption: employee only about $650,750 at 4% or $433,833 at 6%; with 50% employer match about $433,833 at 4% or $289,222 at 6%; with 100% employer match about $325,375 at 4% or $216,917 at 6%.
201816$212,416$152,880$25,480iApproximate average salary by contribution assumption: employee only about $637,000 at 4% or $424,667 at 6%; with 50% employer match about $424,667 at 4% or $283,111 at 6%; with 100% employer match about $318,500 at 4% or $212,333 at 6%.
A Baer 401(K) Plan-6$212,416$152,880$25,480iApproximate average salary by contribution assumption: employee only about $637,000 at 4% or $424,667 at 6%; with 50% employer match about $424,667 at 4% or $283,111 at 6%; with 100% employer match about $318,500 at 4% or $212,333 at 6%.