Civic Intelligence

Baard Investments Inc.

Plan context: Baard Investments Inc. Profit Sharing Plan

EIN 93-1925743 • 2 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$2,165

2024 Contributions

$21,564

Historical Graphs

Total Assets Over Time

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

$75,174$37,587$020232024YearValue
$2,165Latest year 2024

Participants Over Time

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

11020232024YearValue
1Latest 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
202411$2,165$21,564$21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%.
Baard Investments Inc. Profit Sharing Plan-1$2,165$21,564$21,564iApproximate average salary by contribution assumption: employee only about $539,100 at 4% or $359,400 at 6%; with 50% employer match about $359,400 at 4% or $239,600 at 6%; with 100% employer match about $269,550 at 4% or $179,700 at 6%.
202311$75,174$75,187$75,187iApproximate average salary by contribution assumption: employee only about $1,879,675 at 4% or $1,253,117 at 6%; with 50% employer match about $1,253,117 at 4% or $835,411 at 6%; with 100% employer match about $939,838 at 4% or $626,558 at 6%.
Baard Investments Inc. Profit Sharing Plan-1$75,174$75,187$75,187iApproximate average salary by contribution assumption: employee only about $1,879,675 at 4% or $1,253,117 at 6%; with 50% employer match about $1,253,117 at 4% or $835,411 at 6%; with 100% employer match about $939,838 at 4% or $626,558 at 6%.