Bakaly & Davies
Plan context: Bakaly & Davies Defined Benefit Plan
EIN 95-4661928 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
1
2002 Assets
$589,963
2002 Contributions
$223,382
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 1 | $589,963 | $223,382 | $223,382iApproximate average salary by contribution assumption: employee only about $5,584,550 at 4% or $3,723,033 at 6%; with 50% employer match about $3,723,033 at 4% or $2,482,022 at 6%; with 100% employer match about $2,792,275 at 4% or $1,861,517 at 6%. |
| Bakaly & Davies Defined Benefit Plan | - | 1 | $589,963 | $223,382 | $223,382iApproximate average salary by contribution assumption: employee only about $5,584,550 at 4% or $3,723,033 at 6%; with 50% employer match about $3,723,033 at 4% or $2,482,022 at 6%; with 100% employer match about $2,792,275 at 4% or $1,861,517 at 6%. |
| 2001 | 1 | 1 | $407,328 | $202,132 | $202,132iApproximate average salary by contribution assumption: employee only about $5,053,300 at 4% or $3,368,867 at 6%; with 50% employer match about $3,368,867 at 4% or $2,245,911 at 6%; with 100% employer match about $2,526,650 at 4% or $1,684,433 at 6%. |
| Bakaly & Davies Defined Benefit Plan | - | 1 | $407,328 | $202,132 | $202,132iApproximate average salary by contribution assumption: employee only about $5,053,300 at 4% or $3,368,867 at 6%; with 50% employer match about $3,368,867 at 4% or $2,245,911 at 6%; with 100% employer match about $2,526,650 at 4% or $1,684,433 at 6%. |
| 2000 | 1 | 3 | $308,406 | $175,259 | $58,420iApproximate average salary by contribution assumption: employee only about $1,460,492 at 4% or $973,661 at 6%; with 50% employer match about $973,661 at 4% or $649,107 at 6%; with 100% employer match about $730,246 at 4% or $486,831 at 6%. |
| Bakaly & Davies Defined Benefit Plan | - | 3 | $308,406 | $175,259 | $58,420iApproximate average salary by contribution assumption: employee only about $1,460,492 at 4% or $973,661 at 6%; with 50% employer match about $973,661 at 4% or $649,107 at 6%; with 100% employer match about $730,246 at 4% or $486,831 at 6%. |
| 1999 | 1 | 3 | $166,101 | $166,101 | $55,367iApproximate average salary by contribution assumption: employee only about $1,384,175 at 4% or $922,783 at 6%; with 50% employer match about $922,783 at 4% or $615,189 at 6%; with 100% employer match about $692,088 at 4% or $461,392 at 6%. |
| Bakaly & Davies Defined Benefit Plan | - | 3 | $166,101 | $166,101 | $55,367iApproximate average salary by contribution assumption: employee only about $1,384,175 at 4% or $922,783 at 6%; with 50% employer match about $922,783 at 4% or $615,189 at 6%; with 100% employer match about $692,088 at 4% or $461,392 at 6%. |