Civic Intelligence

Balanced Capital & Insurance

Plan context: Balanced Capital & Insurance 401(K) Profit Sharing Plan

EIN 01-0697815 • Burnsville, MN • 19 filings • 2 plans

2422 E 117th StBurnsville, MN 55337-1280
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,255,082

2024 Contributions

$77,545

Historical Graphs

Total Assets Over Time

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

$1,261,879$630,940$0200620162024YearValue
$1,255,082Latest year 2024

Participants Over Time

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

420200620152024YearValue
2Latest 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
202412$1,255,082$77,545$38,773iApproximate average salary by contribution assumption: employee only about $969,313 at 4% or $646,208 at 6%; with 50% employer match about $646,208 at 4% or $430,806 at 6%; with 100% employer match about $484,656 at 4% or $323,104 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-2$1,255,082$77,545$38,773iApproximate average salary by contribution assumption: employee only about $969,313 at 4% or $646,208 at 6%; with 50% employer match about $646,208 at 4% or $430,806 at 6%; with 100% employer match about $484,656 at 4% or $323,104 at 6%.
202312$1,170,320$69,217$34,609iApproximate average salary by contribution assumption: employee only about $865,213 at 4% or $576,808 at 6%; with 50% employer match about $576,808 at 4% or $384,539 at 6%; with 100% employer match about $432,606 at 4% or $288,404 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-2$1,170,320$69,217$34,609iApproximate average salary by contribution assumption: employee only about $865,213 at 4% or $576,808 at 6%; with 50% employer match about $576,808 at 4% or $384,539 at 6%; with 100% employer match about $432,606 at 4% or $288,404 at 6%.
202214$940,132$94,567$23,642iApproximate average salary by contribution assumption: employee only about $591,044 at 4% or $394,029 at 6%; with 50% employer match about $394,029 at 4% or $262,686 at 6%; with 100% employer match about $295,522 at 4% or $197,015 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$940,132$94,567$23,642iApproximate average salary by contribution assumption: employee only about $591,044 at 4% or $394,029 at 6%; with 50% employer match about $394,029 at 4% or $262,686 at 6%; with 100% employer match about $295,522 at 4% or $197,015 at 6%.
202114$1,051,958$128,433$32,108iApproximate average salary by contribution assumption: employee only about $802,706 at 4% or $535,138 at 6%; with 50% employer match about $535,138 at 4% or $356,758 at 6%; with 100% employer match about $401,353 at 4% or $267,569 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$1,051,958$128,433$32,108iApproximate average salary by contribution assumption: employee only about $802,706 at 4% or $535,138 at 6%; with 50% employer match about $535,138 at 4% or $356,758 at 6%; with 100% employer match about $401,353 at 4% or $267,569 at 6%.
202014$1,261,879$101,263$25,316iApproximate average salary by contribution assumption: employee only about $632,894 at 4% or $421,929 at 6%; with 50% employer match about $421,929 at 4% or $281,286 at 6%; with 100% employer match about $316,447 at 4% or $210,965 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$1,261,879$101,263$25,316iApproximate average salary by contribution assumption: employee only about $632,894 at 4% or $421,929 at 6%; with 50% employer match about $421,929 at 4% or $281,286 at 6%; with 100% employer match about $316,447 at 4% or $210,965 at 6%.
201914$939,953$68,254$17,064iApproximate average salary by contribution assumption: employee only about $426,588 at 4% or $284,392 at 6%; with 50% employer match about $284,392 at 4% or $189,594 at 6%; with 100% employer match about $213,294 at 4% or $142,196 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$939,953$68,254$17,064iApproximate average salary by contribution assumption: employee only about $426,588 at 4% or $284,392 at 6%; with 50% employer match about $284,392 at 4% or $189,594 at 6%; with 100% employer match about $213,294 at 4% or $142,196 at 6%.
201814$705,416$111,615$27,904iApproximate average salary by contribution assumption: employee only about $697,594 at 4% or $465,063 at 6%; with 50% employer match about $465,063 at 4% or $310,042 at 6%; with 100% employer match about $348,797 at 4% or $232,531 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$705,416$111,615$27,904iApproximate average salary by contribution assumption: employee only about $697,594 at 4% or $465,063 at 6%; with 50% employer match about $465,063 at 4% or $310,042 at 6%; with 100% employer match about $348,797 at 4% or $232,531 at 6%.
201714$649,163$28,068$7,017iApproximate average salary by contribution assumption: employee only about $175,425 at 4% or $116,950 at 6%; with 50% employer match about $116,950 at 4% or $77,967 at 6%; with 100% employer match about $87,713 at 4% or $58,475 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$649,163$28,068$7,017iApproximate average salary by contribution assumption: employee only about $175,425 at 4% or $116,950 at 6%; with 50% employer match about $116,950 at 4% or $77,967 at 6%; with 100% employer match about $87,713 at 4% or $58,475 at 6%.
201614$530,353$59,848$14,962iApproximate average salary by contribution assumption: employee only about $374,050 at 4% or $249,367 at 6%; with 50% employer match about $249,367 at 4% or $166,244 at 6%; with 100% employer match about $187,025 at 4% or $124,683 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$530,353$59,848$14,962iApproximate average salary by contribution assumption: employee only about $374,050 at 4% or $249,367 at 6%; with 50% employer match about $249,367 at 4% or $166,244 at 6%; with 100% employer match about $187,025 at 4% or $124,683 at 6%.
201514$429,363$63,915$15,979iApproximate average salary by contribution assumption: employee only about $399,469 at 4% or $266,313 at 6%; with 50% employer match about $266,313 at 4% or $177,542 at 6%; with 100% employer match about $199,734 at 4% or $133,156 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$429,363$63,915$15,979iApproximate average salary by contribution assumption: employee only about $399,469 at 4% or $266,313 at 6%; with 50% employer match about $266,313 at 4% or $177,542 at 6%; with 100% employer match about $199,734 at 4% or $133,156 at 6%.
201414$385,347$72,300$18,075iApproximate average salary by contribution assumption: employee only about $451,875 at 4% or $301,250 at 6%; with 50% employer match about $301,250 at 4% or $200,833 at 6%; with 100% employer match about $225,938 at 4% or $150,625 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$385,347$72,300$18,075iApproximate average salary by contribution assumption: employee only about $451,875 at 4% or $301,250 at 6%; with 50% employer match about $301,250 at 4% or $200,833 at 6%; with 100% employer match about $225,938 at 4% or $150,625 at 6%.
201314$300,898$40,232$10,058iApproximate average salary by contribution assumption: employee only about $251,450 at 4% or $167,633 at 6%; with 50% employer match about $167,633 at 4% or $111,756 at 6%; with 100% employer match about $125,725 at 4% or $83,817 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$300,898$40,232$10,058iApproximate average salary by contribution assumption: employee only about $251,450 at 4% or $167,633 at 6%; with 50% employer match about $167,633 at 4% or $111,756 at 6%; with 100% employer match about $125,725 at 4% or $83,817 at 6%.
201214$219,476$19,450$4,863iApproximate average salary by contribution assumption: employee only about $121,563 at 4% or $81,042 at 6%; with 50% employer match about $81,042 at 4% or $54,028 at 6%; with 100% employer match about $60,781 at 4% or $40,521 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$219,476$19,450$4,863iApproximate average salary by contribution assumption: employee only about $121,563 at 4% or $81,042 at 6%; with 50% employer match about $81,042 at 4% or $54,028 at 6%; with 100% employer match about $60,781 at 4% or $40,521 at 6%.
201114$177,686$15,966$3,992iApproximate average salary by contribution assumption: employee only about $99,788 at 4% or $66,525 at 6%; with 50% employer match about $66,525 at 4% or $44,350 at 6%; with 100% employer match about $49,894 at 4% or $33,263 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$177,686$15,966$3,992iApproximate average salary by contribution assumption: employee only about $99,788 at 4% or $66,525 at 6%; with 50% employer match about $66,525 at 4% or $44,350 at 6%; with 100% employer match about $49,894 at 4% or $33,263 at 6%.
201014$186,190$12,516$3,129iApproximate average salary by contribution assumption: employee only about $78,225 at 4% or $52,150 at 6%; with 50% employer match about $52,150 at 4% or $34,767 at 6%; with 100% employer match about $39,113 at 4% or $26,075 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$186,190$12,516$3,129iApproximate average salary by contribution assumption: employee only about $78,225 at 4% or $52,150 at 6%; with 50% employer match about $52,150 at 4% or $34,767 at 6%; with 100% employer match about $39,113 at 4% or $26,075 at 6%.
200914$147,623$9,533$2,383iApproximate average salary by contribution assumption: employee only about $59,581 at 4% or $39,721 at 6%; with 50% employer match about $39,721 at 4% or $26,481 at 6%; with 100% employer match about $29,791 at 4% or $19,860 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$147,623$9,533$2,383iApproximate average salary by contribution assumption: employee only about $59,581 at 4% or $39,721 at 6%; with 50% employer match about $39,721 at 4% or $26,481 at 6%; with 100% employer match about $29,791 at 4% or $19,860 at 6%.
200814$93,216$44,883$11,221iApproximate average salary by contribution assumption: employee only about $280,519 at 4% or $187,013 at 6%; with 50% employer match about $187,013 at 4% or $124,675 at 6%; with 100% employer match about $140,259 at 4% or $93,506 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$93,216$44,883$11,221iApproximate average salary by contribution assumption: employee only about $280,519 at 4% or $187,013 at 6%; with 50% employer match about $187,013 at 4% or $124,675 at 6%; with 100% employer match about $140,259 at 4% or $93,506 at 6%.
200714$0$0-
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4---
200614$36,964$35,592$8,898iApproximate average salary by contribution assumption: employee only about $222,450 at 4% or $148,300 at 6%; with 50% employer match about $148,300 at 4% or $98,867 at 6%; with 100% employer match about $111,225 at 4% or $74,150 at 6%.
Balanced Capital & Insurance 401(K) Profit Sharing Plan-4$36,964$35,592$8,898iApproximate average salary by contribution assumption: employee only about $222,450 at 4% or $148,300 at 6%; with 50% employer match about $148,300 at 4% or $98,867 at 6%; with 100% employer match about $111,225 at 4% or $74,150 at 6%.