Civic Intelligence

The Balmoral Group LLC

Plan context: The Balmoral Group LLC 401(K) Profit Sharing Plan

EIN 03-0546876 • Winter Park, FL • 20 filings • 3 plans

165 Lincoln AvenueWinter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

72

2024 Assets

$6,301,564

2024 Contributions

$681,371

Historical Graphs

Total Assets Over Time

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

$6,301,564$3,150,782$0200520162024YearValue
$6,301,564Latest year 2024

Participants Over Time

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

72360200520152024YearValue
72Latest 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
2024172$6,301,564$681,371$9,463iApproximate average salary by contribution assumption: employee only about $236,587 at 4% or $157,725 at 6%; with 50% employer match about $157,725 at 4% or $105,150 at 6%; with 100% employer match about $118,294 at 4% or $78,862 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-72$6,301,564$681,371$9,463iApproximate average salary by contribution assumption: employee only about $236,587 at 4% or $157,725 at 6%; with 50% employer match about $157,725 at 4% or $105,150 at 6%; with 100% employer match about $118,294 at 4% or $78,862 at 6%.
2023162$4,887,950$565,436$9,120iApproximate average salary by contribution assumption: employee only about $227,998 at 4% or $151,999 at 6%; with 50% employer match about $151,999 at 4% or $101,333 at 6%; with 100% employer match about $113,999 at 4% or $75,999 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-62$4,887,950$565,436$9,120iApproximate average salary by contribution assumption: employee only about $227,998 at 4% or $151,999 at 6%; with 50% employer match about $151,999 at 4% or $101,333 at 6%; with 100% employer match about $113,999 at 4% or $75,999 at 6%.
2022158$3,880,030$459,251$7,918iApproximate average salary by contribution assumption: employee only about $197,953 at 4% or $131,969 at 6%; with 50% employer match about $131,969 at 4% or $87,979 at 6%; with 100% employer match about $98,977 at 4% or $65,984 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-58$3,880,030$459,251$7,918iApproximate average salary by contribution assumption: employee only about $197,953 at 4% or $131,969 at 6%; with 50% employer match about $131,969 at 4% or $87,979 at 6%; with 100% employer match about $98,977 at 4% or $65,984 at 6%.
2021155$4,087,338$432,917$7,871iApproximate average salary by contribution assumption: employee only about $196,780 at 4% or $131,187 at 6%; with 50% employer match about $131,187 at 4% or $87,458 at 6%; with 100% employer match about $98,390 at 4% or $65,593 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-55$4,087,338$432,917$7,871iApproximate average salary by contribution assumption: employee only about $196,780 at 4% or $131,187 at 6%; with 50% employer match about $131,187 at 4% or $87,458 at 6%; with 100% employer match about $98,390 at 4% or $65,593 at 6%.
2020156$3,362,528$368,839$6,586iApproximate average salary by contribution assumption: employee only about $164,660 at 4% or $109,774 at 6%; with 50% employer match about $109,774 at 4% or $73,182 at 6%; with 100% employer match about $82,330 at 4% or $54,887 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-56$3,362,528$368,839$6,586iApproximate average salary by contribution assumption: employee only about $164,660 at 4% or $109,774 at 6%; with 50% employer match about $109,774 at 4% or $73,182 at 6%; with 100% employer match about $82,330 at 4% or $54,887 at 6%.
2019144$2,627,961$327,669$7,447iApproximate average salary by contribution assumption: employee only about $186,176 at 4% or $124,117 at 6%; with 50% employer match about $124,117 at 4% or $82,745 at 6%; with 100% employer match about $93,088 at 4% or $62,059 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-44$2,627,961$327,669$7,447iApproximate average salary by contribution assumption: employee only about $186,176 at 4% or $124,117 at 6%; with 50% employer match about $124,117 at 4% or $82,745 at 6%; with 100% employer match about $93,088 at 4% or $62,059 at 6%.
2018139$1,916,610$295,187$7,569iApproximate average salary by contribution assumption: employee only about $189,222 at 4% or $126,148 at 6%; with 50% employer match about $126,148 at 4% or $84,099 at 6%; with 100% employer match about $94,611 at 4% or $63,074 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-39$1,916,610$295,187$7,569iApproximate average salary by contribution assumption: employee only about $189,222 at 4% or $126,148 at 6%; with 50% employer match about $126,148 at 4% or $84,099 at 6%; with 100% employer match about $94,611 at 4% or $63,074 at 6%.
2017133$1,752,354$232,017$7,031iApproximate average salary by contribution assumption: employee only about $175,770 at 4% or $117,180 at 6%; with 50% employer match about $117,180 at 4% or $78,120 at 6%; with 100% employer match about $87,885 at 4% or $58,590 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-33$1,752,354$232,017$7,031iApproximate average salary by contribution assumption: employee only about $175,770 at 4% or $117,180 at 6%; with 50% employer match about $117,180 at 4% or $78,120 at 6%; with 100% employer match about $87,885 at 4% or $58,590 at 6%.
2016131$1,301,766$169,404$5,465iApproximate average salary by contribution assumption: employee only about $136,616 at 4% or $91,077 at 6%; with 50% employer match about $91,077 at 4% or $60,718 at 6%; with 100% employer match about $68,308 at 4% or $45,539 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-31$1,301,766$169,404$5,465iApproximate average salary by contribution assumption: employee only about $136,616 at 4% or $91,077 at 6%; with 50% employer match about $91,077 at 4% or $60,718 at 6%; with 100% employer match about $68,308 at 4% or $45,539 at 6%.
2015129$1,057,833$162,206$5,593iApproximate average salary by contribution assumption: employee only about $139,833 at 4% or $93,222 at 6%; with 50% employer match about $93,222 at 4% or $62,148 at 6%; with 100% employer match about $69,916 at 4% or $46,611 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-29$1,057,833$162,206$5,593iApproximate average salary by contribution assumption: employee only about $139,833 at 4% or $93,222 at 6%; with 50% employer match about $93,222 at 4% or $62,148 at 6%; with 100% employer match about $69,916 at 4% or $46,611 at 6%.
2014130$929,031$215,099$7,170iApproximate average salary by contribution assumption: employee only about $179,249 at 4% or $119,499 at 6%; with 50% employer match about $119,499 at 4% or $79,666 at 6%; with 100% employer match about $89,625 at 4% or $59,750 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-30$929,031$215,099$7,170iApproximate average salary by contribution assumption: employee only about $179,249 at 4% or $119,499 at 6%; with 50% employer match about $119,499 at 4% or $79,666 at 6%; with 100% employer match about $89,625 at 4% or $59,750 at 6%.
2013128$704,947$117,736$4,205iApproximate average salary by contribution assumption: employee only about $105,121 at 4% or $70,081 at 6%; with 50% employer match about $70,081 at 4% or $46,721 at 6%; with 100% employer match about $52,561 at 4% or $35,040 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-28$704,947$117,736$4,205iApproximate average salary by contribution assumption: employee only about $105,121 at 4% or $70,081 at 6%; with 50% employer match about $70,081 at 4% or $46,721 at 6%; with 100% employer match about $52,561 at 4% or $35,040 at 6%.
2012125$681,452$129,135$5,165iApproximate average salary by contribution assumption: employee only about $129,135 at 4% or $86,090 at 6%; with 50% employer match about $86,090 at 4% or $57,393 at 6%; with 100% employer match about $64,567 at 4% or $43,045 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-25$681,452$129,135$5,165iApproximate average salary by contribution assumption: employee only about $129,135 at 4% or $86,090 at 6%; with 50% employer match about $86,090 at 4% or $57,393 at 6%; with 100% employer match about $64,567 at 4% or $43,045 at 6%.
2011122$492,101$97,133$4,415iApproximate average salary by contribution assumption: employee only about $110,378 at 4% or $73,586 at 6%; with 50% employer match about $73,586 at 4% or $49,057 at 6%; with 100% employer match about $55,189 at 4% or $36,793 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-22$492,101$97,133$4,415iApproximate average salary by contribution assumption: employee only about $110,378 at 4% or $73,586 at 6%; with 50% employer match about $73,586 at 4% or $49,057 at 6%; with 100% employer match about $55,189 at 4% or $36,793 at 6%.
2010117$403,769$88,084$5,181iApproximate average salary by contribution assumption: employee only about $129,535 at 4% or $86,357 at 6%; with 50% employer match about $86,357 at 4% or $57,571 at 6%; with 100% employer match about $64,768 at 4% or $43,178 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-17$403,769$88,084$5,181iApproximate average salary by contribution assumption: employee only about $129,535 at 4% or $86,357 at 6%; with 50% employer match about $86,357 at 4% or $57,571 at 6%; with 100% employer match about $64,768 at 4% or $43,178 at 6%.
2009216$491,716$151,278$9,455iApproximate average salary by contribution assumption: employee only about $236,372 at 4% or $157,581 at 6%; with 50% employer match about $157,581 at 4% or $105,054 at 6%; with 100% employer match about $118,186 at 4% or $78,791 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-16$295,093$76,339$4,771iApproximate average salary by contribution assumption: employee only about $119,280 at 4% or $79,520 at 6%; with 50% employer match about $79,520 at 4% or $53,013 at 6%; with 100% employer match about $59,640 at 4% or $39,760 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-10$196,623$74,939$7,494iApproximate average salary by contribution assumption: employee only about $187,348 at 4% or $124,898 at 6%; with 50% employer match about $124,898 at 4% or $83,266 at 6%; with 100% employer match about $93,674 at 4% or $62,449 at 6%.
2008114$0$0-
The Balmoral Group LLC 401(K) Profit Sharing Plan-14---
200616$112,613$39,769$6,628iApproximate average salary by contribution assumption: employee only about $165,704 at 4% or $110,469 at 6%; with 50% employer match about $110,469 at 4% or $73,646 at 6%; with 100% employer match about $82,852 at 4% or $55,235 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-6$112,613$39,769$6,628iApproximate average salary by contribution assumption: employee only about $165,704 at 4% or $110,469 at 6%; with 50% employer match about $110,469 at 4% or $73,646 at 6%; with 100% employer match about $82,852 at 4% or $55,235 at 6%.
200516$64,377$62,193$10,366iApproximate average salary by contribution assumption: employee only about $259,138 at 4% or $172,758 at 6%; with 50% employer match about $172,758 at 4% or $115,172 at 6%; with 100% employer match about $129,569 at 4% or $86,379 at 6%.
The Balmoral Group LLC 401(K) Profit Sharing Plan-6$64,377$62,193$10,366iApproximate average salary by contribution assumption: employee only about $259,138 at 4% or $172,758 at 6%; with 50% employer match about $172,758 at 4% or $115,172 at 6%; with 100% employer match about $129,569 at 4% or $86,379 at 6%.
The Balmoral Group LLC | EIN 03-0546876 | 2024 Form 5500 Company Profile