Educators Financial Specialists Inc
Plan context: Baukol Retirement Specialists 401K) Plan
EIN 91-1726645 • Federal Way, WA • 7 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$404,375
2018 Contributions
$60,156
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Baukol Retirement Specialists 401K) Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $404,375 | $60,156 | $20,052iApproximate average salary by contribution assumption: employee only about $501,300 at 4% or $334,200 at 6%; with 50% employer match about $334,200 at 4% or $222,800 at 6%; with 100% employer match about $250,650 at 4% or $167,100 at 6%. |
| Baukol Retirement Specialists 401K) Plan | - | 3 | $404,375 | $60,156 | $20,052iApproximate average salary by contribution assumption: employee only about $501,300 at 4% or $334,200 at 6%; with 50% employer match about $334,200 at 4% or $222,800 at 6%; with 100% employer match about $250,650 at 4% or $167,100 at 6%. |
| 2016 | 1 | 4 | $294,855 | $72,254 | $18,064iApproximate average salary by contribution assumption: employee only about $451,588 at 4% or $301,058 at 6%; with 50% employer match about $301,058 at 4% or $200,706 at 6%; with 100% employer match about $225,794 at 4% or $150,529 at 6%. |
| Baukol Retirement Specialists 401K) Plan | - | 4 | $294,855 | $72,254 | $18,064iApproximate average salary by contribution assumption: employee only about $451,588 at 4% or $301,058 at 6%; with 50% employer match about $301,058 at 4% or $200,706 at 6%; with 100% employer match about $225,794 at 4% or $150,529 at 6%. |
| 2015 | 1 | 4 | $204,600 | $76,347 | $19,087iApproximate average salary by contribution assumption: employee only about $477,169 at 4% or $318,113 at 6%; with 50% employer match about $318,113 at 4% or $212,075 at 6%; with 100% employer match about $238,584 at 4% or $159,056 at 6%. |
| Baukol Retirement Specialists 401K) Plan | - | 4 | $204,600 | $76,347 | $19,087iApproximate average salary by contribution assumption: employee only about $477,169 at 4% or $318,113 at 6%; with 50% employer match about $318,113 at 4% or $212,075 at 6%; with 100% employer match about $238,584 at 4% or $159,056 at 6%. |
| 2014 | 1 | 3 | $146,869 | $63,019 | $21,006iApproximate average salary by contribution assumption: employee only about $525,158 at 4% or $350,106 at 6%; with 50% employer match about $350,106 at 4% or $233,404 at 6%; with 100% employer match about $262,579 at 4% or $175,053 at 6%. |
| Baukol Retirement Specialists 401K) Plan | - | 3 | $146,869 | $63,019 | $21,006iApproximate average salary by contribution assumption: employee only about $525,158 at 4% or $350,106 at 6%; with 50% employer match about $350,106 at 4% or $233,404 at 6%; with 100% employer match about $262,579 at 4% or $175,053 at 6%. |
| 2013 | 1 | 2 | $88,817 | $37,499 | $18,750iApproximate average salary by contribution assumption: employee only about $468,738 at 4% or $312,492 at 6%; with 50% employer match about $312,492 at 4% or $208,328 at 6%; with 100% employer match about $234,369 at 4% or $156,246 at 6%. |
| Baukol Retirement Specialists 401K) Plan | - | 2 | $88,817 | $37,499 | $18,750iApproximate average salary by contribution assumption: employee only about $468,738 at 4% or $312,492 at 6%; with 50% employer match about $312,492 at 4% or $208,328 at 6%; with 100% employer match about $234,369 at 4% or $156,246 at 6%. |
| 2012 | 1 | 3 | $40,849 | $39,364 | $13,121iApproximate average salary by contribution assumption: employee only about $328,033 at 4% or $218,689 at 6%; with 50% employer match about $218,689 at 4% or $145,793 at 6%; with 100% employer match about $164,017 at 4% or $109,344 at 6%. |
| Baukol Retirement Specialists 401K) Plan | - | 3 | $40,849 | $39,364 | $13,121iApproximate average salary by contribution assumption: employee only about $328,033 at 4% or $218,689 at 6%; with 50% employer match about $218,689 at 4% or $145,793 at 6%; with 100% employer match about $164,017 at 4% or $109,344 at 6%. |