Tim Bailey & Associates
Plan context: Tim Bailey & Associates Inc 401(K) Plan
EIN 95-3017853 • Agoura Hills, CA • 27 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$1,252,903
2024 Contributions
$28,745
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 | 0 | $0 | $28,745 | - |
| Tim Bailey & Associates Inc 401(K) Plan | - | 0 | $0 | $28,745 | - |
| 2023 | 1 | 27 | $1,252,903 | $176,497 | $6,537iApproximate average salary by contribution assumption: employee only about $163,423 at 4% or $108,949 at 6%; with 50% employer match about $108,949 at 4% or $72,633 at 6%; with 100% employer match about $81,712 at 4% or $54,474 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 27 | $1,252,903 | $176,497 | $6,537iApproximate average salary by contribution assumption: employee only about $163,423 at 4% or $108,949 at 6%; with 50% employer match about $108,949 at 4% or $72,633 at 6%; with 100% employer match about $81,712 at 4% or $54,474 at 6%. |
| 2022 | 1 | 29 | $1,468,007 | $181,898 | $6,272iApproximate average salary by contribution assumption: employee only about $156,809 at 4% or $104,539 at 6%; with 50% employer match about $104,539 at 4% or $69,693 at 6%; with 100% employer match about $78,404 at 4% or $52,270 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 29 | $1,468,007 | $181,898 | $6,272iApproximate average salary by contribution assumption: employee only about $156,809 at 4% or $104,539 at 6%; with 50% employer match about $104,539 at 4% or $69,693 at 6%; with 100% employer match about $78,404 at 4% or $52,270 at 6%. |
| 2021 | 1 | 28 | $1,169,487 | $164,826 | $5,887iApproximate average salary by contribution assumption: employee only about $147,166 at 4% or $98,111 at 6%; with 50% employer match about $98,111 at 4% or $65,407 at 6%; with 100% employer match about $73,583 at 4% or $49,055 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 28 | $1,169,487 | $164,826 | $5,887iApproximate average salary by contribution assumption: employee only about $147,166 at 4% or $98,111 at 6%; with 50% employer match about $98,111 at 4% or $65,407 at 6%; with 100% employer match about $73,583 at 4% or $49,055 at 6%. |
| 2020 | 1 | 24 | $2,067,443 | $149,307 | $6,221iApproximate average salary by contribution assumption: employee only about $155,528 at 4% or $103,685 at 6%; with 50% employer match about $103,685 at 4% or $69,124 at 6%; with 100% employer match about $77,764 at 4% or $51,843 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 24 | $2,067,443 | $149,307 | $6,221iApproximate average salary by contribution assumption: employee only about $155,528 at 4% or $103,685 at 6%; with 50% employer match about $103,685 at 4% or $69,124 at 6%; with 100% employer match about $77,764 at 4% or $51,843 at 6%. |
| 2019 | 1 | 26 | $3,171,639 | $208,750 | $8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 26 | $3,171,639 | $208,750 | $8,029iApproximate average salary by contribution assumption: employee only about $200,721 at 4% or $133,814 at 6%; with 50% employer match about $133,814 at 4% or $89,209 at 6%; with 100% employer match about $100,361 at 4% or $66,907 at 6%. |
| 2018 | 1 | 27 | $3,368,038 | $177,254 | $6,565iApproximate average salary by contribution assumption: employee only about $164,124 at 4% or $109,416 at 6%; with 50% employer match about $109,416 at 4% or $72,944 at 6%; with 100% employer match about $82,062 at 4% or $54,708 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 27 | $3,368,038 | $177,254 | $6,565iApproximate average salary by contribution assumption: employee only about $164,124 at 4% or $109,416 at 6%; with 50% employer match about $109,416 at 4% or $72,944 at 6%; with 100% employer match about $82,062 at 4% or $54,708 at 6%. |
| 2017 | 1 | 25 | $4,363,479 | $219,962 | $8,798iApproximate average salary by contribution assumption: employee only about $219,962 at 4% or $146,641 at 6%; with 50% employer match about $146,641 at 4% or $97,761 at 6%; with 100% employer match about $109,981 at 4% or $73,321 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 25 | $4,363,479 | $219,962 | $8,798iApproximate average salary by contribution assumption: employee only about $219,962 at 4% or $146,641 at 6%; with 50% employer match about $146,641 at 4% or $97,761 at 6%; with 100% employer match about $109,981 at 4% or $73,321 at 6%. |
| 2016 | 1 | 24 | $3,815,784 | $203,358 | $8,473iApproximate average salary by contribution assumption: employee only about $211,831 at 4% or $141,221 at 6%; with 50% employer match about $141,221 at 4% or $94,147 at 6%; with 100% employer match about $105,916 at 4% or $70,610 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 24 | $3,815,784 | $203,358 | $8,473iApproximate average salary by contribution assumption: employee only about $211,831 at 4% or $141,221 at 6%; with 50% employer match about $141,221 at 4% or $94,147 at 6%; with 100% employer match about $105,916 at 4% or $70,610 at 6%. |
| 2015 | 1 | 25 | $3,201,689 | $196,222 | $7,849iApproximate average salary by contribution assumption: employee only about $196,222 at 4% or $130,815 at 6%; with 50% employer match about $130,815 at 4% or $87,210 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 25 | $3,201,689 | $196,222 | $7,849iApproximate average salary by contribution assumption: employee only about $196,222 at 4% or $130,815 at 6%; with 50% employer match about $130,815 at 4% or $87,210 at 6%; with 100% employer match about $98,111 at 4% or $65,407 at 6%. |
| 2014 | 1 | 28 | $3,418,826 | $210,721 | $7,526iApproximate average salary by contribution assumption: employee only about $188,144 at 4% or $125,429 at 6%; with 50% employer match about $125,429 at 4% or $83,619 at 6%; with 100% employer match about $94,072 at 4% or $62,715 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 28 | $3,418,826 | $210,721 | $7,526iApproximate average salary by contribution assumption: employee only about $188,144 at 4% or $125,429 at 6%; with 50% employer match about $125,429 at 4% or $83,619 at 6%; with 100% employer match about $94,072 at 4% or $62,715 at 6%. |
| 2013 | 1 | 24 | $3,256,728 | $198,305 | $8,263iApproximate average salary by contribution assumption: employee only about $206,568 at 4% or $137,712 at 6%; with 50% employer match about $137,712 at 4% or $91,808 at 6%; with 100% employer match about $103,284 at 4% or $68,856 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 24 | $3,256,728 | $198,305 | $8,263iApproximate average salary by contribution assumption: employee only about $206,568 at 4% or $137,712 at 6%; with 50% employer match about $137,712 at 4% or $91,808 at 6%; with 100% employer match about $103,284 at 4% or $68,856 at 6%. |
| 2012 | 1 | 22 | $2,612,557 | $439,120 | $19,960iApproximate average salary by contribution assumption: employee only about $499,000 at 4% or $332,667 at 6%; with 50% employer match about $332,667 at 4% or $221,778 at 6%; with 100% employer match about $249,500 at 4% or $166,333 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 22 | $2,612,557 | $439,120 | $19,960iApproximate average salary by contribution assumption: employee only about $499,000 at 4% or $332,667 at 6%; with 50% employer match about $332,667 at 4% or $221,778 at 6%; with 100% employer match about $249,500 at 4% or $166,333 at 6%. |
| 2011 | 1 | 23 | $2,404,341 | $221,215 | $9,618iApproximate average salary by contribution assumption: employee only about $240,451 at 4% or $160,301 at 6%; with 50% employer match about $160,301 at 4% or $106,867 at 6%; with 100% employer match about $120,226 at 4% or $80,150 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | $2,404,341 | $221,215 | $9,618iApproximate average salary by contribution assumption: employee only about $240,451 at 4% or $160,301 at 6%; with 50% employer match about $160,301 at 4% or $106,867 at 6%; with 100% employer match about $120,226 at 4% or $80,150 at 6%. |
| 2010 | 1 | 23 | $2,445,598 | $146,190 | $6,356iApproximate average salary by contribution assumption: employee only about $158,902 at 4% or $105,935 at 6%; with 50% employer match about $105,935 at 4% or $70,623 at 6%; with 100% employer match about $79,451 at 4% or $52,967 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | $2,445,598 | $146,190 | $6,356iApproximate average salary by contribution assumption: employee only about $158,902 at 4% or $105,935 at 6%; with 50% employer match about $105,935 at 4% or $70,623 at 6%; with 100% employer match about $79,451 at 4% or $52,967 at 6%. |
| 2009 | 2 | 23 | $3,598,744 | $342,446 | $14,889iApproximate average salary by contribution assumption: employee only about $372,224 at 4% or $248,149 at 6%; with 50% employer match about $248,149 at 4% or $165,433 at 6%; with 100% employer match about $186,112 at 4% or $124,075 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | $1,799,372 | $171,223 | $7,444iApproximate average salary by contribution assumption: employee only about $186,112 at 4% or $124,075 at 6%; with 50% employer match about $124,075 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | $1,799,372 | $171,223 | $7,444iApproximate average salary by contribution assumption: employee only about $186,112 at 4% or $124,075 at 6%; with 50% employer match about $124,075 at 4% or $82,716 at 6%; with 100% employer match about $93,056 at 4% or $62,037 at 6%. |
| 2008 | 1 | 23 | $0 | $0 | - |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | - | - | - |
| 2006 | 1 | 23 | $2,017,036 | $180,394 | $7,843iApproximate average salary by contribution assumption: employee only about $196,080 at 4% or $130,720 at 6%; with 50% employer match about $130,720 at 4% or $87,147 at 6%; with 100% employer match about $98,040 at 4% or $65,360 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | $2,017,036 | $180,394 | $7,843iApproximate average salary by contribution assumption: employee only about $196,080 at 4% or $130,720 at 6%; with 50% employer match about $130,720 at 4% or $87,147 at 6%; with 100% employer match about $98,040 at 4% or $65,360 at 6%. |
| 2005 | 1 | 25 | $1,628,894 | $179,371 | $7,175iApproximate average salary by contribution assumption: employee only about $179,371 at 4% or $119,581 at 6%; with 50% employer match about $119,581 at 4% or $79,720 at 6%; with 100% employer match about $89,686 at 4% or $59,790 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 25 | $1,628,894 | $179,371 | $7,175iApproximate average salary by contribution assumption: employee only about $179,371 at 4% or $119,581 at 6%; with 50% employer match about $119,581 at 4% or $79,720 at 6%; with 100% employer match about $89,686 at 4% or $59,790 at 6%. |
| 2004 | 1 | 24 | $1,339,548 | $168,191 | $7,008iApproximate average salary by contribution assumption: employee only about $175,199 at 4% or $116,799 at 6%; with 50% employer match about $116,799 at 4% or $77,866 at 6%; with 100% employer match about $87,599 at 4% or $58,400 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 24 | $1,339,548 | $168,191 | $7,008iApproximate average salary by contribution assumption: employee only about $175,199 at 4% or $116,799 at 6%; with 50% employer match about $116,799 at 4% or $77,866 at 6%; with 100% employer match about $87,599 at 4% or $58,400 at 6%. |
| 2003 | 1 | 23 | $0 | $0 | - |
| Tim Bailey & Associates Inc 401(K) Plan | - | 23 | - | - | - |
| 2002 | 1 | 31 | $1,028,848 | $215,813 | $6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,028 at 6%; with 50% employer match about $116,028 at 4% or $77,352 at 6%; with 100% employer match about $87,021 at 4% or $58,014 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 31 | $1,028,848 | $215,813 | $6,962iApproximate average salary by contribution assumption: employee only about $174,043 at 4% or $116,028 at 6%; with 50% employer match about $116,028 at 4% or $77,352 at 6%; with 100% employer match about $87,021 at 4% or $58,014 at 6%. |
| 2001 | 1 | 30 | $0 | $0 | - |
| Tim Bailey & Associates Inc 401(K) Plan | - | 30 | - | - | - |
| 2000 | 1 | 26 | $0 | $0 | - |
| Tim Bailey & Associates Inc 401(K) Plan | - | 26 | - | - | - |
| 1999 | 1 | 28 | $1,121,842 | $129,691 | $4,632iApproximate average salary by contribution assumption: employee only about $115,796 at 4% or $77,197 at 6%; with 50% employer match about $77,197 at 4% or $51,465 at 6%; with 100% employer match about $57,898 at 4% or $38,599 at 6%. |
| Tim Bailey & Associates Inc 401(K) Plan | - | 28 | $1,121,842 | $129,691 | $4,632iApproximate average salary by contribution assumption: employee only about $115,796 at 4% or $77,197 at 6%; with 50% employer match about $77,197 at 4% or $51,465 at 6%; with 100% employer match about $57,898 at 4% or $38,599 at 6%. |