Bailard, Biehl & Kaiser Inc.
Plan context: Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan
EIN 94-2149863 • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
80
2024 Assets
$43,997,246
2024 Contributions
$2,185,260
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 80 | $43,997,246 | $2,185,260 | $27,316iApproximate average salary by contribution assumption: employee only about $682,894 at 4% or $455,263 at 6%; with 50% employer match about $455,263 at 4% or $303,508 at 6%; with 100% employer match about $341,447 at 4% or $227,631 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 80 | $43,997,246 | $2,185,260 | $27,316iApproximate average salary by contribution assumption: employee only about $682,894 at 4% or $455,263 at 6%; with 50% employer match about $455,263 at 4% or $303,508 at 6%; with 100% employer match about $341,447 at 4% or $227,631 at 6%. |
| 2023 | 1 | 74 | $38,682,493 | $1,998,094 | $27,001iApproximate average salary by contribution assumption: employee only about $675,032 at 4% or $450,021 at 6%; with 50% employer match about $450,021 at 4% or $300,014 at 6%; with 100% employer match about $337,516 at 4% or $225,011 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 74 | $38,682,493 | $1,998,094 | $27,001iApproximate average salary by contribution assumption: employee only about $675,032 at 4% or $450,021 at 6%; with 50% employer match about $450,021 at 4% or $300,014 at 6%; with 100% employer match about $337,516 at 4% or $225,011 at 6%. |
| 2022 | 1 | 73 | $29,668,211 | $1,872,505 | $25,651iApproximate average salary by contribution assumption: employee only about $641,269 at 4% or $427,513 at 6%; with 50% employer match about $427,513 at 4% or $285,008 at 6%; with 100% employer match about $320,634 at 4% or $213,756 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 73 | $29,668,211 | $1,872,505 | $25,651iApproximate average salary by contribution assumption: employee only about $641,269 at 4% or $427,513 at 6%; with 50% employer match about $427,513 at 4% or $285,008 at 6%; with 100% employer match about $320,634 at 4% or $213,756 at 6%. |
| 2021 | 1 | 67 | $34,737,960 | $4,853,222 | $72,436iApproximate average salary by contribution assumption: employee only about $1,810,904 at 4% or $1,207,269 at 6%; with 50% employer match about $1,207,269 at 4% or $804,846 at 6%; with 100% employer match about $905,452 at 4% or $603,635 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 67 | $34,737,960 | $4,853,222 | $72,436iApproximate average salary by contribution assumption: employee only about $1,810,904 at 4% or $1,207,269 at 6%; with 50% employer match about $1,207,269 at 4% or $804,846 at 6%; with 100% employer match about $905,452 at 4% or $603,635 at 6%. |
| 2020 | 1 | 65 | $28,395,413 | $1,373,344 | $21,128iApproximate average salary by contribution assumption: employee only about $528,209 at 4% or $352,139 at 6%; with 50% employer match about $352,139 at 4% or $234,760 at 6%; with 100% employer match about $264,105 at 4% or $176,070 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 65 | $28,395,413 | $1,373,344 | $21,128iApproximate average salary by contribution assumption: employee only about $528,209 at 4% or $352,139 at 6%; with 50% employer match about $352,139 at 4% or $234,760 at 6%; with 100% employer match about $264,105 at 4% or $176,070 at 6%. |
| 2019 | 1 | 65 | $26,026,838 | $1,237,462 | $19,038iApproximate average salary by contribution assumption: employee only about $475,947 at 4% or $317,298 at 6%; with 50% employer match about $317,298 at 4% or $211,532 at 6%; with 100% employer match about $237,973 at 4% or $158,649 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 65 | $26,026,838 | $1,237,462 | $19,038iApproximate average salary by contribution assumption: employee only about $475,947 at 4% or $317,298 at 6%; with 50% employer match about $317,298 at 4% or $211,532 at 6%; with 100% employer match about $237,973 at 4% or $158,649 at 6%. |
| 2018 | 1 | 67 | $22,102,799 | $1,257,804 | $18,773iApproximate average salary by contribution assumption: employee only about $469,330 at 4% or $312,887 at 6%; with 50% employer match about $312,887 at 4% or $208,591 at 6%; with 100% employer match about $234,665 at 4% or $156,443 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 67 | $22,102,799 | $1,257,804 | $18,773iApproximate average salary by contribution assumption: employee only about $469,330 at 4% or $312,887 at 6%; with 50% employer match about $312,887 at 4% or $208,591 at 6%; with 100% employer match about $234,665 at 4% or $156,443 at 6%. |
| 2017 | 1 | 63 | $21,834,643 | $1,057,432 | $16,785iApproximate average salary by contribution assumption: employee only about $419,616 at 4% or $279,744 at 6%; with 50% employer match about $279,744 at 4% or $186,496 at 6%; with 100% employer match about $209,808 at 4% or $139,872 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 63 | $21,834,643 | $1,057,432 | $16,785iApproximate average salary by contribution assumption: employee only about $419,616 at 4% or $279,744 at 6%; with 50% employer match about $279,744 at 4% or $186,496 at 6%; with 100% employer match about $209,808 at 4% or $139,872 at 6%. |
| 2016 | 1 | 60 | $18,026,656 | $896,753 | $14,946iApproximate average salary by contribution assumption: employee only about $373,647 at 4% or $249,098 at 6%; with 50% employer match about $249,098 at 4% or $166,065 at 6%; with 100% employer match about $186,824 at 4% or $124,549 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 60 | $18,026,656 | $896,753 | $14,946iApproximate average salary by contribution assumption: employee only about $373,647 at 4% or $249,098 at 6%; with 50% employer match about $249,098 at 4% or $166,065 at 6%; with 100% employer match about $186,824 at 4% or $124,549 at 6%. |
| 2015 | 1 | 52 | $16,223,670 | $891,098 | $17,137iApproximate average salary by contribution assumption: employee only about $428,413 at 4% or $285,608 at 6%; with 50% employer match about $285,608 at 4% or $190,406 at 6%; with 100% employer match about $214,206 at 4% or $142,804 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 52 | $16,223,670 | $891,098 | $17,137iApproximate average salary by contribution assumption: employee only about $428,413 at 4% or $285,608 at 6%; with 50% employer match about $285,608 at 4% or $190,406 at 6%; with 100% employer match about $214,206 at 4% or $142,804 at 6%. |
| 2014 | 1 | 48 | $15,877,895 | $847,413 | $17,654iApproximate average salary by contribution assumption: employee only about $441,361 at 4% or $294,241 at 6%; with 50% employer match about $294,241 at 4% or $196,160 at 6%; with 100% employer match about $220,680 at 4% or $147,120 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 48 | $15,877,895 | $847,413 | $17,654iApproximate average salary by contribution assumption: employee only about $441,361 at 4% or $294,241 at 6%; with 50% employer match about $294,241 at 4% or $196,160 at 6%; with 100% employer match about $220,680 at 4% or $147,120 at 6%. |
| 2013 | 1 | 40 | $14,221,674 | $651,798 | $16,295iApproximate average salary by contribution assumption: employee only about $407,374 at 4% or $271,583 at 6%; with 50% employer match about $271,583 at 4% or $181,055 at 6%; with 100% employer match about $203,687 at 4% or $135,791 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 40 | $14,221,674 | $651,798 | $16,295iApproximate average salary by contribution assumption: employee only about $407,374 at 4% or $271,583 at 6%; with 50% employer match about $271,583 at 4% or $181,055 at 6%; with 100% employer match about $203,687 at 4% or $135,791 at 6%. |
| 2012 | 1 | 47 | $11,744,534 | $635,821 | $13,528iApproximate average salary by contribution assumption: employee only about $338,203 at 4% or $225,468 at 6%; with 50% employer match about $225,468 at 4% or $150,312 at 6%; with 100% employer match about $169,101 at 4% or $112,734 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 47 | $11,744,534 | $635,821 | $13,528iApproximate average salary by contribution assumption: employee only about $338,203 at 4% or $225,468 at 6%; with 50% employer match about $225,468 at 4% or $150,312 at 6%; with 100% employer match about $169,101 at 4% or $112,734 at 6%. |
| 2011 | 1 | 47 | $10,405,014 | $526,706 | $11,207iApproximate average salary by contribution assumption: employee only about $280,163 at 4% or $186,775 at 6%; with 50% employer match about $186,775 at 4% or $124,517 at 6%; with 100% employer match about $140,081 at 4% or $93,388 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 47 | $10,405,014 | $526,706 | $11,207iApproximate average salary by contribution assumption: employee only about $280,163 at 4% or $186,775 at 6%; with 50% employer match about $186,775 at 4% or $124,517 at 6%; with 100% employer match about $140,081 at 4% or $93,388 at 6%. |
| 2010 | 1 | 50 | $11,629,007 | $601,573 | $12,031iApproximate average salary by contribution assumption: employee only about $300,787 at 4% or $200,524 at 6%; with 50% employer match about $200,524 at 4% or $133,683 at 6%; with 100% employer match about $150,393 at 4% or $100,262 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 50 | $11,629,007 | $601,573 | $12,031iApproximate average salary by contribution assumption: employee only about $300,787 at 4% or $200,524 at 6%; with 50% employer match about $200,524 at 4% or $133,683 at 6%; with 100% employer match about $150,393 at 4% or $100,262 at 6%. |
| 2009 | 1 | 48 | $10,027,344 | $515,539 | $10,740iApproximate average salary by contribution assumption: employee only about $268,510 at 4% or $179,007 at 6%; with 50% employer match about $179,007 at 4% or $119,338 at 6%; with 100% employer match about $134,255 at 4% or $89,503 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 48 | $10,027,344 | $515,539 | $10,740iApproximate average salary by contribution assumption: employee only about $268,510 at 4% or $179,007 at 6%; with 50% employer match about $179,007 at 4% or $119,338 at 6%; with 100% employer match about $134,255 at 4% or $89,503 at 6%. |
| 2008 | 1 | 48 | $8,362,409 | $621,587 | $12,950iApproximate average salary by contribution assumption: employee only about $323,743 at 4% or $215,829 at 6%; with 50% employer match about $215,829 at 4% or $143,886 at 6%; with 100% employer match about $161,872 at 4% or $107,914 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 48 | $8,362,409 | $621,587 | $12,950iApproximate average salary by contribution assumption: employee only about $323,743 at 4% or $215,829 at 6%; with 50% employer match about $215,829 at 4% or $143,886 at 6%; with 100% employer match about $161,872 at 4% or $107,914 at 6%. |
| 2007 | 1 | 55 | $0 | $0 | - |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 55 | - | - | - |
| 2006 | 1 | 52 | $9,446,220 | $622,006 | $11,962iApproximate average salary by contribution assumption: employee only about $299,041 at 4% or $199,361 at 6%; with 50% employer match about $199,361 at 4% or $132,907 at 6%; with 100% employer match about $149,521 at 4% or $99,680 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 52 | $9,446,220 | $622,006 | $11,962iApproximate average salary by contribution assumption: employee only about $299,041 at 4% or $199,361 at 6%; with 50% employer match about $199,361 at 4% or $132,907 at 6%; with 100% employer match about $149,521 at 4% or $99,680 at 6%. |
| 2005 | 1 | 48 | $7,647,400 | $591,765 | $12,328iApproximate average salary by contribution assumption: employee only about $308,211 at 4% or $205,474 at 6%; with 50% employer match about $205,474 at 4% or $136,983 at 6%; with 100% employer match about $154,105 at 4% or $102,737 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 48 | $7,647,400 | $591,765 | $12,328iApproximate average salary by contribution assumption: employee only about $308,211 at 4% or $205,474 at 6%; with 50% employer match about $205,474 at 4% or $136,983 at 6%; with 100% employer match about $154,105 at 4% or $102,737 at 6%. |
| 2004 | 1 | 47 | $6,521,444 | $601,400 | $12,796iApproximate average salary by contribution assumption: employee only about $319,894 at 4% or $213,262 at 6%; with 50% employer match about $213,262 at 4% or $142,175 at 6%; with 100% employer match about $159,947 at 4% or $106,631 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 47 | $6,521,444 | $601,400 | $12,796iApproximate average salary by contribution assumption: employee only about $319,894 at 4% or $213,262 at 6%; with 50% employer match about $213,262 at 4% or $142,175 at 6%; with 100% employer match about $159,947 at 4% or $106,631 at 6%. |
| 2003 | 1 | 45 | $5,539,239 | $524,626 | $11,658iApproximate average salary by contribution assumption: employee only about $291,459 at 4% or $194,306 at 6%; with 50% employer match about $194,306 at 4% or $129,537 at 6%; with 100% employer match about $145,729 at 4% or $97,153 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 45 | $5,539,239 | $524,626 | $11,658iApproximate average salary by contribution assumption: employee only about $291,459 at 4% or $194,306 at 6%; with 50% employer match about $194,306 at 4% or $129,537 at 6%; with 100% employer match about $145,729 at 4% or $97,153 at 6%. |
| 2002 | 1 | 47 | $4,596,802 | $427,182 | $9,089iApproximate average salary by contribution assumption: employee only about $227,224 at 4% or $151,483 at 6%; with 50% employer match about $151,483 at 4% or $100,989 at 6%; with 100% employer match about $113,612 at 4% or $75,741 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 47 | $4,596,802 | $427,182 | $9,089iApproximate average salary by contribution assumption: employee only about $227,224 at 4% or $151,483 at 6%; with 50% employer match about $151,483 at 4% or $100,989 at 6%; with 100% employer match about $113,612 at 4% or $75,741 at 6%. |
| 2001 | 1 | 53 | $0 | $0 | - |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 53 | - | - | - |
| 2000 | 1 | 47 | $4,680,452 | $525,696 | $11,185iApproximate average salary by contribution assumption: employee only about $279,626 at 4% or $186,417 at 6%; with 50% employer match about $186,417 at 4% or $124,278 at 6%; with 100% employer match about $139,813 at 4% or $93,209 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 47 | $4,680,452 | $525,696 | $11,185iApproximate average salary by contribution assumption: employee only about $279,626 at 4% or $186,417 at 6%; with 50% employer match about $186,417 at 4% or $124,278 at 6%; with 100% employer match about $139,813 at 4% or $93,209 at 6%. |
| 1999 | 1 | 49 | $4,388,525 | $441,786 | $9,016iApproximate average salary by contribution assumption: employee only about $225,401 at 4% or $150,267 at 6%; with 50% employer match about $150,267 at 4% or $100,178 at 6%; with 100% employer match about $112,701 at 4% or $75,134 at 6%. |
| Bailard, Biehl & Kaiser Inc. Stock Bonus/401K Plan | - | 49 | $4,388,525 | $441,786 | $9,016iApproximate average salary by contribution assumption: employee only about $225,401 at 4% or $150,267 at 6%; with 50% employer match about $150,267 at 4% or $100,178 at 6%; with 100% employer match about $112,701 at 4% or $75,134 at 6%. |