Civic Intelligence

Edward Ballis

Plan context: Edward S. Ballis, M.D. 401(K) Plan and Trust

EIN 04-3531452 • Longmeadow, MA • 18 filings • 5 plans

127 Ashford RoadLongmeadow, MA 01106
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$1,528,160

2015 Contributions

$51,043

Historical Graphs

Total Assets Over Time

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

$1,723,130$861,565$0200020082015YearValue
$1,528,160Latest year 2015

Participants Over Time

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

210199920072015YearValue
1Latest year 2015

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
201511$1,528,160$51,043$51,043iApproximate average salary by contribution assumption: employee only about $1,276,075 at 4% or $850,717 at 6%; with 50% employer match about $850,717 at 4% or $567,144 at 6%; with 100% employer match about $638,038 at 4% or $425,358 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-1$1,528,160$51,043$51,043iApproximate average salary by contribution assumption: employee only about $1,276,075 at 4% or $850,717 at 6%; with 50% employer match about $850,717 at 4% or $567,144 at 6%; with 100% employer match about $638,038 at 4% or $425,358 at 6%.
201412$1,723,130$67,744$33,872iApproximate average salary by contribution assumption: employee only about $846,800 at 4% or $564,533 at 6%; with 50% employer match about $564,533 at 4% or $376,356 at 6%; with 100% employer match about $423,400 at 4% or $282,267 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$1,723,130$67,744$33,872iApproximate average salary by contribution assumption: employee only about $846,800 at 4% or $564,533 at 6%; with 50% employer match about $564,533 at 4% or $376,356 at 6%; with 100% employer match about $423,400 at 4% or $282,267 at 6%.
201312$1,605,757$80,320$40,160iApproximate average salary by contribution assumption: employee only about $1,004,000 at 4% or $669,333 at 6%; with 50% employer match about $669,333 at 4% or $446,222 at 6%; with 100% employer match about $502,000 at 4% or $334,667 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$1,605,757$80,320$40,160iApproximate average salary by contribution assumption: employee only about $1,004,000 at 4% or $669,333 at 6%; with 50% employer match about $669,333 at 4% or $446,222 at 6%; with 100% employer match about $502,000 at 4% or $334,667 at 6%.
201212$1,312,391$79,243$39,622iApproximate average salary by contribution assumption: employee only about $990,538 at 4% or $660,358 at 6%; with 50% employer match about $660,358 at 4% or $440,239 at 6%; with 100% employer match about $495,269 at 4% or $330,179 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$1,312,391$79,243$39,622iApproximate average salary by contribution assumption: employee only about $990,538 at 4% or $660,358 at 6%; with 50% employer match about $660,358 at 4% or $440,239 at 6%; with 100% employer match about $495,269 at 4% or $330,179 at 6%.
201112$1,176,092$78,468$39,234iApproximate average salary by contribution assumption: employee only about $980,850 at 4% or $653,900 at 6%; with 50% employer match about $653,900 at 4% or $435,933 at 6%; with 100% employer match about $490,425 at 4% or $326,950 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$1,176,092$78,468$39,234iApproximate average salary by contribution assumption: employee only about $980,850 at 4% or $653,900 at 6%; with 50% employer match about $653,900 at 4% or $435,933 at 6%; with 100% employer match about $490,425 at 4% or $326,950 at 6%.
201012$1,119,774$78,601$39,301iApproximate average salary by contribution assumption: employee only about $982,513 at 4% or $655,008 at 6%; with 50% employer match about $655,008 at 4% or $436,672 at 6%; with 100% employer match about $491,256 at 4% or $327,504 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$1,119,774$78,601$39,301iApproximate average salary by contribution assumption: employee only about $982,513 at 4% or $655,008 at 6%; with 50% employer match about $655,008 at 4% or $436,672 at 6%; with 100% employer match about $491,256 at 4% or $327,504 at 6%.
200912$939,190$73,865$36,933iApproximate average salary by contribution assumption: employee only about $923,313 at 4% or $615,542 at 6%; with 50% employer match about $615,542 at 4% or $410,361 at 6%; with 100% employer match about $461,656 at 4% or $307,771 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$939,190$73,865$36,933iApproximate average salary by contribution assumption: employee only about $923,313 at 4% or $615,542 at 6%; with 50% employer match about $615,542 at 4% or $410,361 at 6%; with 100% employer match about $461,656 at 4% or $307,771 at 6%.
200812$708,569$68,749$34,375iApproximate average salary by contribution assumption: employee only about $859,363 at 4% or $572,908 at 6%; with 50% employer match about $572,908 at 4% or $381,939 at 6%; with 100% employer match about $429,681 at 4% or $286,454 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$708,569$68,749$34,375iApproximate average salary by contribution assumption: employee only about $859,363 at 4% or $572,908 at 6%; with 50% employer match about $572,908 at 4% or $381,939 at 6%; with 100% employer match about $429,681 at 4% or $286,454 at 6%.
200711$884,124$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-1$884,124$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200611$839,713$41,326$41,326iApproximate average salary by contribution assumption: employee only about $1,033,150 at 4% or $688,767 at 6%; with 50% employer match about $688,767 at 4% or $459,178 at 6%; with 100% employer match about $516,575 at 4% or $344,383 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-1$839,713$41,326$41,326iApproximate average salary by contribution assumption: employee only about $1,033,150 at 4% or $688,767 at 6%; with 50% employer match about $688,767 at 4% or $459,178 at 6%; with 100% employer match about $516,575 at 4% or $344,383 at 6%.
200511$846,428$69,000$69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-1$846,428$69,000$69,000iApproximate average salary by contribution assumption: employee only about $1,725,000 at 4% or $1,150,000 at 6%; with 50% employer match about $1,150,000 at 4% or $766,667 at 6%; with 100% employer match about $862,500 at 4% or $575,000 at 6%.
200412$0$0-
Edward S. Ballis, M.D. 401(K) Plan and Trust-2---
200312$605,482$61,700$30,850iApproximate average salary by contribution assumption: employee only about $771,250 at 4% or $514,167 at 6%; with 50% employer match about $514,167 at 4% or $342,778 at 6%; with 100% employer match about $385,625 at 4% or $257,083 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$605,482$61,700$30,850iApproximate average salary by contribution assumption: employee only about $771,250 at 4% or $514,167 at 6%; with 50% employer match about $514,167 at 4% or $342,778 at 6%; with 100% employer match about $385,625 at 4% or $257,083 at 6%.
200212$351,550$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-2$351,550$41,000$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
200111$523,206$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-1$523,206$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200021$873,181$285,307$285,307iApproximate average salary by contribution assumption: employee only about $7,132,675 at 4% or $4,755,117 at 6%; with 50% employer match about $4,755,117 at 4% or $3,170,078 at 6%; with 100% employer match about $3,566,338 at 4% or $2,377,558 at 6%.
Edward S. Ballis, M.D. 401(K) Plan and Trust-1$873,181$285,307$285,307iApproximate average salary by contribution assumption: employee only about $7,132,675 at 4% or $4,755,117 at 6%; with 50% employer match about $4,755,117 at 4% or $3,170,078 at 6%; with 100% employer match about $3,566,338 at 4% or $2,377,558 at 6%.
Edward Ballis Profit Sharing Plan-0---
199911$0$0-
Edward Ballis Profit Sharing Plan-1---