Civic Intelligence

Baluch, Gianfrancesco, Mathieu & Szerlag

Plan context: Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan

EIN 05-0392168 • Providence, RI • 21 filings • 4 plans

155 South Main Street, Suite 101Providence, RI 02903
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$29,097

2015 Contributions

$52,885

Historical Graphs

Total Assets Over Time

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

$3,891,340$1,945,670$0199920072014YearValue
$29,097Latest year 2014

Participants Over Time

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

1470199920072014YearValue
1Latest year 2014

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
201510$0$0-
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-0$0--
201411$29,097$52,885$52,885iApproximate average salary by contribution assumption: employee only about $1,322,125 at 4% or $881,417 at 6%; with 50% employer match about $881,417 at 4% or $587,611 at 6%; with 100% employer match about $661,063 at 4% or $440,708 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-1$29,097$52,885$52,885iApproximate average salary by contribution assumption: employee only about $1,322,125 at 4% or $881,417 at 6%; with 50% employer match about $881,417 at 4% or $587,611 at 6%; with 100% employer match about $661,063 at 4% or $440,708 at 6%.
2013110$3,891,340$885$89iApproximate average salary by contribution assumption: employee only about $2,213 at 4% or $1,475 at 6%; with 50% employer match about $1,475 at 4% or $983 at 6%; with 100% employer match about $1,106 at 4% or $738 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-10$3,891,340$885$89iApproximate average salary by contribution assumption: employee only about $2,213 at 4% or $1,475 at 6%; with 50% employer match about $1,475 at 4% or $983 at 6%; with 100% employer match about $1,106 at 4% or $738 at 6%.
2012110$3,490,239$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-10$3,490,239$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2011110$3,119,724$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-10$3,119,724$90,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2010111$3,127,560$103,424$9,402iApproximate average salary by contribution assumption: employee only about $235,055 at 4% or $156,703 at 6%; with 50% employer match about $156,703 at 4% or $104,469 at 6%; with 100% employer match about $117,527 at 4% or $78,352 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-11$3,127,560$103,424$9,402iApproximate average salary by contribution assumption: employee only about $235,055 at 4% or $156,703 at 6%; with 50% employer match about $156,703 at 4% or $104,469 at 6%; with 100% employer match about $117,527 at 4% or $78,352 at 6%.
2009114$2,784,411$125,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-14$2,784,411$125,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
2008111$2,391,341$110,592$10,054iApproximate average salary by contribution assumption: employee only about $251,345 at 4% or $167,564 at 6%; with 50% employer match about $167,564 at 4% or $111,709 at 6%; with 100% employer match about $125,673 at 4% or $83,782 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-11$2,391,341$110,592$10,054iApproximate average salary by contribution assumption: employee only about $251,345 at 4% or $167,564 at 6%; with 50% employer match about $167,564 at 4% or $111,709 at 6%; with 100% employer match about $125,673 at 4% or $83,782 at 6%.
2007111$2,992,990$148,508$13,501iApproximate average salary by contribution assumption: employee only about $337,518 at 4% or $225,012 at 6%; with 50% employer match about $225,012 at 4% or $150,008 at 6%; with 100% employer match about $168,759 at 4% or $112,506 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-11$2,992,990$148,508$13,501iApproximate average salary by contribution assumption: employee only about $337,518 at 4% or $225,012 at 6%; with 50% employer match about $225,012 at 4% or $150,008 at 6%; with 100% employer match about $168,759 at 4% or $112,506 at 6%.
200618$2,671,354$143,845$17,981iApproximate average salary by contribution assumption: employee only about $449,516 at 4% or $299,677 at 6%; with 50% employer match about $299,677 at 4% or $199,785 at 6%; with 100% employer match about $224,758 at 4% or $149,839 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-8$2,671,354$143,845$17,981iApproximate average salary by contribution assumption: employee only about $449,516 at 4% or $299,677 at 6%; with 50% employer match about $299,677 at 4% or $199,785 at 6%; with 100% employer match about $224,758 at 4% or $149,839 at 6%.
200518$2,220,993$75,388$9,424iApproximate average salary by contribution assumption: employee only about $235,588 at 4% or $157,058 at 6%; with 50% employer match about $157,058 at 4% or $104,706 at 6%; with 100% employer match about $117,794 at 4% or $78,529 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-8$2,220,993$75,388$9,424iApproximate average salary by contribution assumption: employee only about $235,588 at 4% or $157,058 at 6%; with 50% employer match about $157,058 at 4% or $104,706 at 6%; with 100% employer match about $117,794 at 4% or $78,529 at 6%.
200419$2,098,388$116,184$12,909iApproximate average salary by contribution assumption: employee only about $322,733 at 4% or $215,156 at 6%; with 50% employer match about $215,156 at 4% or $143,437 at 6%; with 100% employer match about $161,367 at 4% or $107,578 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-9$2,098,388$116,184$12,909iApproximate average salary by contribution assumption: employee only about $322,733 at 4% or $215,156 at 6%; with 50% employer match about $215,156 at 4% or $143,437 at 6%; with 100% employer match about $161,367 at 4% or $107,578 at 6%.
2003110$1,781,766$145,567$14,557iApproximate average salary by contribution assumption: employee only about $363,918 at 4% or $242,612 at 6%; with 50% employer match about $242,612 at 4% or $161,741 at 6%; with 100% employer match about $181,959 at 4% or $121,306 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-10$1,781,766$145,567$14,557iApproximate average salary by contribution assumption: employee only about $363,918 at 4% or $242,612 at 6%; with 50% employer match about $242,612 at 4% or $161,741 at 6%; with 100% employer match about $181,959 at 4% or $121,306 at 6%.
200228$1,447,928$116,335$14,542iApproximate average salary by contribution assumption: employee only about $363,547 at 4% or $242,365 at 6%; with 50% employer match about $242,365 at 4% or $161,576 at 6%; with 100% employer match about $181,773 at 4% or $121,182 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-8$1,350,747$116,335$14,542iApproximate average salary by contribution assumption: employee only about $363,547 at 4% or $242,365 at 6%; with 50% employer match about $242,365 at 4% or $161,576 at 6%; with 100% employer match about $181,773 at 4% or $121,182 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag Money Purchase Pension Plan-8$97,181--
200128$1,406,129$164,653$20,582iApproximate average salary by contribution assumption: employee only about $514,541 at 4% or $343,027 at 6%; with 50% employer match about $343,027 at 4% or $228,685 at 6%; with 100% employer match about $257,270 at 4% or $171,514 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-8$1,284,564$123,387$15,423iApproximate average salary by contribution assumption: employee only about $385,584 at 4% or $257,056 at 6%; with 50% employer match about $257,056 at 4% or $171,371 at 6%; with 100% employer match about $192,792 at 4% or $128,528 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag Money Purchase Pension Plan-8$121,565$41,266$5,158iApproximate average salary by contribution assumption: employee only about $128,956 at 4% or $85,971 at 6%; with 50% employer match about $85,971 at 4% or $57,314 at 6%; with 100% employer match about $64,478 at 4% or $42,985 at 6%.
200029$1,285,766$104,371$11,597iApproximate average salary by contribution assumption: employee only about $289,919 at 4% or $193,280 at 6%; with 50% employer match about $193,280 at 4% or $128,853 at 6%; with 100% employer match about $144,960 at 4% or $96,640 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-9$1,198,302$77,022$8,558iApproximate average salary by contribution assumption: employee only about $213,950 at 4% or $142,633 at 6%; with 50% employer match about $142,633 at 4% or $95,089 at 6%; with 100% employer match about $106,975 at 4% or $71,317 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag Money Purchase Pension Plan-9$87,464$27,349$3,039iApproximate average salary by contribution assumption: employee only about $75,969 at 4% or $50,646 at 6%; with 50% employer match about $50,646 at 4% or $33,764 at 6%; with 100% employer match about $37,985 at 4% or $25,323 at 6%.
199927$1,237,911$119,752$17,107iApproximate average salary by contribution assumption: employee only about $427,686 at 4% or $285,124 at 6%; with 50% employer match about $285,124 at 4% or $190,083 at 6%; with 100% employer match about $213,843 at 4% or $142,562 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag 401K Retirement Plan-7$1,170,114$88,648$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
Baluch, Gianfrancesco, Mathieu & Szerlag Money Purchase Pension Plan-7$67,797$31,104$4,443iApproximate average salary by contribution assumption: employee only about $111,086 at 4% or $74,057 at 6%; with 50% employer match about $74,057 at 4% or $49,371 at 6%; with 100% employer match about $55,543 at 4% or $37,029 at 6%.