J. H. BAXTER & CO. A CALIFORNIA LIMITED PARTNERSHIP
Plan context: J.H. Baxter & Co 401K Plan
EIN 94-6772936 • Bend, OR • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$3,752,825
2024 Contributions
$29,233
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 | 14 | $3,752,825 | $29,233 | $2,088iApproximate average salary by contribution assumption: employee only about $52,202 at 4% or $34,801 at 6%; with 50% employer match about $34,801 at 4% or $23,201 at 6%; with 100% employer match about $26,101 at 4% or $17,401 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 14 | $3,752,825 | $29,233 | $2,088iApproximate average salary by contribution assumption: employee only about $52,202 at 4% or $34,801 at 6%; with 50% employer match about $34,801 at 4% or $23,201 at 6%; with 100% employer match about $26,101 at 4% or $17,401 at 6%. |
| 2023 | 1 | 14 | $3,362,039 | $33,832 | $2,417iApproximate average salary by contribution assumption: employee only about $60,414 at 4% or $40,276 at 6%; with 50% employer match about $40,276 at 4% or $26,851 at 6%; with 100% employer match about $30,207 at 4% or $20,138 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 14 | $3,362,039 | $33,832 | $2,417iApproximate average salary by contribution assumption: employee only about $60,414 at 4% or $40,276 at 6%; with 50% employer match about $40,276 at 4% or $26,851 at 6%; with 100% employer match about $30,207 at 4% or $20,138 at 6%. |
| 2022 | 1 | 16 | $3,742,210 | $172,132 | $10,758iApproximate average salary by contribution assumption: employee only about $268,956 at 4% or $179,304 at 6%; with 50% employer match about $179,304 at 4% or $119,536 at 6%; with 100% employer match about $134,478 at 4% or $89,652 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 16 | $3,742,210 | $172,132 | $10,758iApproximate average salary by contribution assumption: employee only about $268,956 at 4% or $179,304 at 6%; with 50% employer match about $179,304 at 4% or $119,536 at 6%; with 100% employer match about $134,478 at 4% or $89,652 at 6%. |
| 2021 | 1 | 21 | $4,465,408 | $96,453 | $4,593iApproximate average salary by contribution assumption: employee only about $114,825 at 4% or $76,550 at 6%; with 50% employer match about $76,550 at 4% or $51,033 at 6%; with 100% employer match about $57,413 at 4% or $38,275 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 21 | $4,465,408 | $96,453 | $4,593iApproximate average salary by contribution assumption: employee only about $114,825 at 4% or $76,550 at 6%; with 50% employer match about $76,550 at 4% or $51,033 at 6%; with 100% employer match about $57,413 at 4% or $38,275 at 6%. |
| 2020 | 1 | 20 | $3,937,243 | $90,835 | $4,542iApproximate average salary by contribution assumption: employee only about $113,544 at 4% or $75,696 at 6%; with 50% employer match about $75,696 at 4% or $50,464 at 6%; with 100% employer match about $56,772 at 4% or $37,848 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 20 | $3,937,243 | $90,835 | $4,542iApproximate average salary by contribution assumption: employee only about $113,544 at 4% or $75,696 at 6%; with 50% employer match about $75,696 at 4% or $50,464 at 6%; with 100% employer match about $56,772 at 4% or $37,848 at 6%. |
| 2019 | 1 | 20 | $3,310,473 | $97,939 | $4,897iApproximate average salary by contribution assumption: employee only about $122,424 at 4% or $81,616 at 6%; with 50% employer match about $81,616 at 4% or $54,411 at 6%; with 100% employer match about $61,212 at 4% or $40,808 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 20 | $3,310,473 | $97,939 | $4,897iApproximate average salary by contribution assumption: employee only about $122,424 at 4% or $81,616 at 6%; with 50% employer match about $81,616 at 4% or $54,411 at 6%; with 100% employer match about $61,212 at 4% or $40,808 at 6%. |
| 2018 | 1 | 23 | $2,909,628 | $125,674 | $5,464iApproximate average salary by contribution assumption: employee only about $136,602 at 4% or $91,068 at 6%; with 50% employer match about $91,068 at 4% or $60,712 at 6%; with 100% employer match about $68,301 at 4% or $45,534 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 23 | $2,909,628 | $125,674 | $5,464iApproximate average salary by contribution assumption: employee only about $136,602 at 4% or $91,068 at 6%; with 50% employer match about $91,068 at 4% or $60,712 at 6%; with 100% employer match about $68,301 at 4% or $45,534 at 6%. |
| 2017 | 1 | 24 | $3,063,310 | $134,481 | $5,603iApproximate average salary by contribution assumption: employee only about $140,084 at 4% or $93,390 at 6%; with 50% employer match about $93,390 at 4% or $62,260 at 6%; with 100% employer match about $70,042 at 4% or $46,695 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 24 | $3,063,310 | $134,481 | $5,603iApproximate average salary by contribution assumption: employee only about $140,084 at 4% or $93,390 at 6%; with 50% employer match about $93,390 at 4% or $62,260 at 6%; with 100% employer match about $70,042 at 4% or $46,695 at 6%. |
| 2016 | 1 | 23 | $3,798,441 | $156,694 | $6,813iApproximate average salary by contribution assumption: employee only about $170,320 at 4% or $113,546 at 6%; with 50% employer match about $113,546 at 4% or $75,698 at 6%; with 100% employer match about $85,160 at 4% or $56,773 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 23 | $3,798,441 | $156,694 | $6,813iApproximate average salary by contribution assumption: employee only about $170,320 at 4% or $113,546 at 6%; with 50% employer match about $113,546 at 4% or $75,698 at 6%; with 100% employer match about $85,160 at 4% or $56,773 at 6%. |
| 2015 | 1 | 20 | $3,797,963 | $146,534 | $7,327iApproximate average salary by contribution assumption: employee only about $183,168 at 4% or $122,112 at 6%; with 50% employer match about $122,112 at 4% or $81,408 at 6%; with 100% employer match about $91,584 at 4% or $61,056 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 20 | $3,797,963 | $146,534 | $7,327iApproximate average salary by contribution assumption: employee only about $183,168 at 4% or $122,112 at 6%; with 50% employer match about $122,112 at 4% or $81,408 at 6%; with 100% employer match about $91,584 at 4% or $61,056 at 6%. |
| 2014 | 1 | 33 | $3,706,638 | $126,230 | $3,825iApproximate average salary by contribution assumption: employee only about $95,629 at 4% or $63,753 at 6%; with 50% employer match about $63,753 at 4% or $42,502 at 6%; with 100% employer match about $47,814 at 4% or $31,876 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 33 | $3,706,638 | $126,230 | $3,825iApproximate average salary by contribution assumption: employee only about $95,629 at 4% or $63,753 at 6%; with 50% employer match about $63,753 at 4% or $42,502 at 6%; with 100% employer match about $47,814 at 4% or $31,876 at 6%. |
| 2013 | 1 | 34 | $3,505,064 | $115,362 | $3,393iApproximate average salary by contribution assumption: employee only about $84,825 at 4% or $56,550 at 6%; with 50% employer match about $56,550 at 4% or $37,700 at 6%; with 100% employer match about $42,413 at 4% or $28,275 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 34 | $3,505,064 | $115,362 | $3,393iApproximate average salary by contribution assumption: employee only about $84,825 at 4% or $56,550 at 6%; with 50% employer match about $56,550 at 4% or $37,700 at 6%; with 100% employer match about $42,413 at 4% or $28,275 at 6%. |
| 2012 | 1 | 29 | $3,114,490 | $112,078 | $3,865iApproximate average salary by contribution assumption: employee only about $96,619 at 4% or $64,413 at 6%; with 50% employer match about $64,413 at 4% or $42,942 at 6%; with 100% employer match about $48,309 at 4% or $32,206 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 29 | $3,114,490 | $112,078 | $3,865iApproximate average salary by contribution assumption: employee only about $96,619 at 4% or $64,413 at 6%; with 50% employer match about $64,413 at 4% or $42,942 at 6%; with 100% employer match about $48,309 at 4% or $32,206 at 6%. |
| 2011 | 1 | 31 | $2,825,018 | $111,482 | $3,596iApproximate average salary by contribution assumption: employee only about $89,905 at 4% or $59,937 at 6%; with 50% employer match about $59,937 at 4% or $39,958 at 6%; with 100% employer match about $44,952 at 4% or $29,968 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 31 | $2,825,018 | $111,482 | $3,596iApproximate average salary by contribution assumption: employee only about $89,905 at 4% or $59,937 at 6%; with 50% employer match about $59,937 at 4% or $39,958 at 6%; with 100% employer match about $44,952 at 4% or $29,968 at 6%. |
| 2010 | 1 | 27 | $2,802,000 | $107,027 | $3,964iApproximate average salary by contribution assumption: employee only about $99,099 at 4% or $66,066 at 6%; with 50% employer match about $66,066 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 27 | $2,802,000 | $107,027 | $3,964iApproximate average salary by contribution assumption: employee only about $99,099 at 4% or $66,066 at 6%; with 50% employer match about $66,066 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%. |
| 2009 | 1 | 34 | $2,660,679 | $116,104 | $3,415iApproximate average salary by contribution assumption: employee only about $85,371 at 4% or $56,914 at 6%; with 50% employer match about $56,914 at 4% or $37,942 at 6%; with 100% employer match about $42,685 at 4% or $28,457 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 34 | $2,660,679 | $116,104 | $3,415iApproximate average salary by contribution assumption: employee only about $85,371 at 4% or $56,914 at 6%; with 50% employer match about $56,914 at 4% or $37,942 at 6%; with 100% employer match about $42,685 at 4% or $28,457 at 6%. |
| 2008 | 1 | 33 | $2,265,360 | $128,102 | $3,882iApproximate average salary by contribution assumption: employee only about $97,047 at 4% or $64,698 at 6%; with 50% employer match about $64,698 at 4% or $43,132 at 6%; with 100% employer match about $48,523 at 4% or $32,349 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 33 | $2,265,360 | $128,102 | $3,882iApproximate average salary by contribution assumption: employee only about $97,047 at 4% or $64,698 at 6%; with 50% employer match about $64,698 at 4% or $43,132 at 6%; with 100% employer match about $48,523 at 4% or $32,349 at 6%. |
| 2007 | 1 | 36 | $0 | $0 | - |
| J.H. Baxter & Co 401K Plan | - | 36 | - | - | - |
| 2006 | 1 | 103 | $5,454,432 | $364,641 | $3,540iApproximate average salary by contribution assumption: employee only about $88,505 at 4% or $59,003 at 6%; with 50% employer match about $59,003 at 4% or $39,336 at 6%; with 100% employer match about $44,253 at 4% or $29,502 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 103 | $5,454,432 | $364,641 | $3,540iApproximate average salary by contribution assumption: employee only about $88,505 at 4% or $59,003 at 6%; with 50% employer match about $59,003 at 4% or $39,336 at 6%; with 100% employer match about $44,253 at 4% or $29,502 at 6%. |
| 2005 | 1 | 85 | $5,067,073 | $335,967 | $3,953iApproximate average salary by contribution assumption: employee only about $98,814 at 4% or $65,876 at 6%; with 50% employer match about $65,876 at 4% or $43,917 at 6%; with 100% employer match about $49,407 at 4% or $32,938 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 85 | $5,067,073 | $335,967 | $3,953iApproximate average salary by contribution assumption: employee only about $98,814 at 4% or $65,876 at 6%; with 50% employer match about $65,876 at 4% or $43,917 at 6%; with 100% employer match about $49,407 at 4% or $32,938 at 6%. |
| 2004 | 1 | 87 | $5,303,094 | $359,503 | $4,132iApproximate average salary by contribution assumption: employee only about $103,305 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,914 at 6%; with 100% employer match about $51,653 at 4% or $34,435 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 87 | $5,303,094 | $359,503 | $4,132iApproximate average salary by contribution assumption: employee only about $103,305 at 4% or $68,870 at 6%; with 50% employer match about $68,870 at 4% or $45,914 at 6%; with 100% employer match about $51,653 at 4% or $34,435 at 6%. |
| 2003 | 1 | 102 | $5,052,301 | $339,595 | $3,329iApproximate average salary by contribution assumption: employee only about $83,234 at 4% or $55,489 at 6%; with 50% employer match about $55,489 at 4% or $36,993 at 6%; with 100% employer match about $41,617 at 4% or $27,745 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 102 | $5,052,301 | $339,595 | $3,329iApproximate average salary by contribution assumption: employee only about $83,234 at 4% or $55,489 at 6%; with 50% employer match about $55,489 at 4% or $36,993 at 6%; with 100% employer match about $41,617 at 4% or $27,745 at 6%. |
| 2002 | 1 | 94 | $4,097,859 | $323,424 | $3,441iApproximate average salary by contribution assumption: employee only about $86,017 at 4% or $57,345 at 6%; with 50% employer match about $57,345 at 4% or $38,230 at 6%; with 100% employer match about $43,009 at 4% or $28,672 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 94 | $4,097,859 | $323,424 | $3,441iApproximate average salary by contribution assumption: employee only about $86,017 at 4% or $57,345 at 6%; with 50% employer match about $57,345 at 4% or $38,230 at 6%; with 100% employer match about $43,009 at 4% or $28,672 at 6%. |
| 2001 | 1 | 101 | $4,874,704 | $654,165 | $6,477iApproximate average salary by contribution assumption: employee only about $161,922 at 4% or $107,948 at 6%; with 50% employer match about $107,948 at 4% or $71,965 at 6%; with 100% employer match about $80,961 at 4% or $53,974 at 6%. |
| J.H. Baxter & Co 401K Plan | - | 101 | $4,874,704 | $654,165 | $6,477iApproximate average salary by contribution assumption: employee only about $161,922 at 4% or $107,948 at 6%; with 50% employer match about $107,948 at 4% or $71,965 at 6%; with 100% employer match about $80,961 at 4% or $53,974 at 6%. |
| 2000 | 1 | 100 | $0 | $0 | - |
| J.H. Baxter & Co 401K Plan | - | 100 | - | - | - |