Civic Intelligence

Baker Wealth Management

Plan context: Baker Wealth Management 401K Plan

EIN 90-0293522 • Charlotte, NC • 14 filings • 3 plans

10955 Winds Crossing Drive, Suite 1Charlotte, NC 28273
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,328,467

2025 Contributions

$109,674

Historical Graphs

Total Assets Over Time

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

$1,328,467$664,234$0201320192025YearValue
$1,328,467Latest year 2025

Participants Over Time

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

840201320192025YearValue
5Latest 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
202515$1,328,467$109,674$21,935iApproximate average salary by contribution assumption: employee only about $548,370 at 4% or $365,580 at 6%; with 50% employer match about $365,580 at 4% or $243,720 at 6%; with 100% employer match about $274,185 at 4% or $182,790 at 6%.
Baker Wealth Management 401K Plan-5$1,328,467$109,674$21,935iApproximate average salary by contribution assumption: employee only about $548,370 at 4% or $365,580 at 6%; with 50% employer match about $365,580 at 4% or $243,720 at 6%; with 100% employer match about $274,185 at 4% or $182,790 at 6%.
202415$1,080,051$103,668$20,734iApproximate average salary by contribution assumption: employee only about $518,340 at 4% or $345,560 at 6%; with 50% employer match about $345,560 at 4% or $230,373 at 6%; with 100% employer match about $259,170 at 4% or $172,780 at 6%.
Baker Wealth Management 401K Plan-5$1,080,051$103,668$20,734iApproximate average salary by contribution assumption: employee only about $518,340 at 4% or $345,560 at 6%; with 50% employer match about $345,560 at 4% or $230,373 at 6%; with 100% employer match about $259,170 at 4% or $172,780 at 6%.
202316$866,199$85,837$14,306iApproximate average salary by contribution assumption: employee only about $357,654 at 4% or $238,436 at 6%; with 50% employer match about $238,436 at 4% or $158,957 at 6%; with 100% employer match about $178,827 at 4% or $119,218 at 6%.
Baker Wealth Management 401K Plan-6$866,199$85,837$14,306iApproximate average salary by contribution assumption: employee only about $357,654 at 4% or $238,436 at 6%; with 50% employer match about $238,436 at 4% or $158,957 at 6%; with 100% employer match about $178,827 at 4% or $119,218 at 6%.
202216$643,531$75,848$12,641iApproximate average salary by contribution assumption: employee only about $316,033 at 4% or $210,689 at 6%; with 50% employer match about $210,689 at 4% or $140,459 at 6%; with 100% employer match about $158,017 at 4% or $105,344 at 6%.
Baker Wealth Management 401K Plan-6$643,531$75,848$12,641iApproximate average salary by contribution assumption: employee only about $316,033 at 4% or $210,689 at 6%; with 50% employer match about $210,689 at 4% or $140,459 at 6%; with 100% employer match about $158,017 at 4% or $105,344 at 6%.
202116$774,311$125,916$20,986iApproximate average salary by contribution assumption: employee only about $524,650 at 4% or $349,767 at 6%; with 50% employer match about $349,767 at 4% or $233,178 at 6%; with 100% employer match about $262,325 at 4% or $174,883 at 6%.
Baker Wealth Management 401K Plan-6$774,311$125,916$20,986iApproximate average salary by contribution assumption: employee only about $524,650 at 4% or $349,767 at 6%; with 50% employer match about $349,767 at 4% or $233,178 at 6%; with 100% employer match about $262,325 at 4% or $174,883 at 6%.
202016$565,874$55,425$9,238iApproximate average salary by contribution assumption: employee only about $230,938 at 4% or $153,958 at 6%; with 50% employer match about $153,958 at 4% or $102,639 at 6%; with 100% employer match about $115,469 at 4% or $76,979 at 6%.
Baker Wealth Management 401K Plan-6$565,874$55,425$9,238iApproximate average salary by contribution assumption: employee only about $230,938 at 4% or $153,958 at 6%; with 50% employer match about $153,958 at 4% or $102,639 at 6%; with 100% employer match about $115,469 at 4% or $76,979 at 6%.
201918$367,845$51,683$6,460iApproximate average salary by contribution assumption: employee only about $161,509 at 4% or $107,673 at 6%; with 50% employer match about $107,673 at 4% or $71,782 at 6%; with 100% employer match about $80,755 at 4% or $53,836 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-8$367,845$51,683$6,460iApproximate average salary by contribution assumption: employee only about $161,509 at 4% or $107,673 at 6%; with 50% employer match about $107,673 at 4% or $71,782 at 6%; with 100% employer match about $80,755 at 4% or $53,836 at 6%.
201815$254,771$77,009$15,402iApproximate average salary by contribution assumption: employee only about $385,045 at 4% or $256,697 at 6%; with 50% employer match about $256,697 at 4% or $171,131 at 6%; with 100% employer match about $192,523 at 4% or $128,348 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-5$254,771$77,009$15,402iApproximate average salary by contribution assumption: employee only about $385,045 at 4% or $256,697 at 6%; with 50% employer match about $256,697 at 4% or $171,131 at 6%; with 100% employer match about $192,523 at 4% or $128,348 at 6%.
201715$204,330$68,842$13,768iApproximate average salary by contribution assumption: employee only about $344,210 at 4% or $229,473 at 6%; with 50% employer match about $229,473 at 4% or $152,982 at 6%; with 100% employer match about $172,105 at 4% or $114,737 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-5$204,330$68,842$13,768iApproximate average salary by contribution assumption: employee only about $344,210 at 4% or $229,473 at 6%; with 50% employer match about $229,473 at 4% or $152,982 at 6%; with 100% employer match about $172,105 at 4% or $114,737 at 6%.
201614$113,247$30,547$7,637iApproximate average salary by contribution assumption: employee only about $190,919 at 4% or $127,279 at 6%; with 50% employer match about $127,279 at 4% or $84,853 at 6%; with 100% employer match about $95,459 at 4% or $63,640 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-4$113,247$30,547$7,637iApproximate average salary by contribution assumption: employee only about $190,919 at 4% or $127,279 at 6%; with 50% employer match about $127,279 at 4% or $84,853 at 6%; with 100% employer match about $95,459 at 4% or $63,640 at 6%.
201513$72,559$35,603$11,868iApproximate average salary by contribution assumption: employee only about $296,692 at 4% or $197,794 at 6%; with 50% employer match about $197,794 at 4% or $131,863 at 6%; with 100% employer match about $148,346 at 4% or $98,897 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-3$72,559$35,603$11,868iApproximate average salary by contribution assumption: employee only about $296,692 at 4% or $197,794 at 6%; with 50% employer match about $197,794 at 4% or $131,863 at 6%; with 100% employer match about $148,346 at 4% or $98,897 at 6%.
201413$39,496$24,721$8,240iApproximate average salary by contribution assumption: employee only about $206,008 at 4% or $137,339 at 6%; with 50% employer match about $137,339 at 4% or $91,559 at 6%; with 100% employer match about $103,004 at 4% or $68,669 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-3$39,496$24,721$8,240iApproximate average salary by contribution assumption: employee only about $206,008 at 4% or $137,339 at 6%; with 50% employer match about $137,339 at 4% or $91,559 at 6%; with 100% employer match about $103,004 at 4% or $68,669 at 6%.
201313$13,492$13,061$4,354iApproximate average salary by contribution assumption: employee only about $108,842 at 4% or $72,561 at 6%; with 50% employer match about $72,561 at 4% or $48,374 at 6%; with 100% employer match about $54,421 at 4% or $36,281 at 6%.
BAKER FINANCIAL GROUP 401(K) PLAN-3$13,492$13,061$4,354iApproximate average salary by contribution assumption: employee only about $108,842 at 4% or $72,561 at 6%; with 50% employer match about $72,561 at 4% or $48,374 at 6%; with 100% employer match about $54,421 at 4% or $36,281 at 6%.
201010$0$0-
Baker Wealth Management 401K Plan-0$0$0-