Civic Intelligence

Balboa Financial

Plan context: Balboa Financial Profit Sharing Plan

EIN 05-0566595 • Newport Beach, CA • 14 filings • 1 plans

1024 Bayside Dr., #234Newport Beach, CA 92660
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$1,019,200

2022 Contributions

$71,100

Historical Graphs

Total Assets Over Time

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

$1,019,200$509,600$0200520172022YearValue
$1,019,200Latest year 2022

Participants Over Time

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

320200520162022YearValue
2Latest year 2022

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
202212$1,019,200$71,100$35,550iApproximate average salary by contribution assumption: employee only about $888,750 at 4% or $592,500 at 6%; with 50% employer match about $592,500 at 4% or $395,000 at 6%; with 100% employer match about $444,375 at 4% or $296,250 at 6%.
Balboa Financial Profit Sharing Plan-2$1,019,200$71,100$35,550iApproximate average salary by contribution assumption: employee only about $888,750 at 4% or $592,500 at 6%; with 50% employer match about $592,500 at 4% or $395,000 at 6%; with 100% employer match about $444,375 at 4% or $296,250 at 6%.
202112$998,421$56,100$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
Balboa Financial Profit Sharing Plan-2$998,421$56,100$28,050iApproximate average salary by contribution assumption: employee only about $701,250 at 4% or $467,500 at 6%; with 50% employer match about $467,500 at 4% or $311,667 at 6%; with 100% employer match about $350,625 at 4% or $233,750 at 6%.
202012$865,508$56,136$28,068iApproximate average salary by contribution assumption: employee only about $701,700 at 4% or $467,800 at 6%; with 50% employer match about $467,800 at 4% or $311,867 at 6%; with 100% employer match about $350,850 at 4% or $233,900 at 6%.
Balboa Financial Profit Sharing Plan-2$865,508$56,136$28,068iApproximate average salary by contribution assumption: employee only about $701,700 at 4% or $467,800 at 6%; with 50% employer match about $467,800 at 4% or $311,867 at 6%; with 100% employer match about $350,850 at 4% or $233,900 at 6%.
201912$851,368$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Balboa Financial Profit Sharing Plan-2$851,368$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201812$769,156$41,206$20,603iApproximate average salary by contribution assumption: employee only about $515,075 at 4% or $343,383 at 6%; with 50% employer match about $343,383 at 4% or $228,922 at 6%; with 100% employer match about $257,538 at 4% or $171,692 at 6%.
Balboa Financial Profit Sharing Plan-2$769,156$41,206$20,603iApproximate average salary by contribution assumption: employee only about $515,075 at 4% or $343,383 at 6%; with 50% employer match about $343,383 at 4% or $228,922 at 6%; with 100% employer match about $257,538 at 4% or $171,692 at 6%.
201713$717,344$76,287$25,429iApproximate average salary by contribution assumption: employee only about $635,725 at 4% or $423,817 at 6%; with 50% employer match about $423,817 at 4% or $282,544 at 6%; with 100% employer match about $317,863 at 4% or $211,908 at 6%.
Balboa Financial Profit Sharing Plan-3$717,344$76,287$25,429iApproximate average salary by contribution assumption: employee only about $635,725 at 4% or $423,817 at 6%; with 50% employer match about $423,817 at 4% or $282,544 at 6%; with 100% employer match about $317,863 at 4% or $211,908 at 6%.
201613$636,981$59,873$19,958iApproximate average salary by contribution assumption: employee only about $498,942 at 4% or $332,628 at 6%; with 50% employer match about $332,628 at 4% or $221,752 at 6%; with 100% employer match about $249,471 at 4% or $166,314 at 6%.
Balboa Financial Profit Sharing Plan-3$636,981$59,873$19,958iApproximate average salary by contribution assumption: employee only about $498,942 at 4% or $332,628 at 6%; with 50% employer match about $332,628 at 4% or $221,752 at 6%; with 100% employer match about $249,471 at 4% or $166,314 at 6%.
201513$568,550$65,650$21,883iApproximate average salary by contribution assumption: employee only about $547,083 at 4% or $364,722 at 6%; with 50% employer match about $364,722 at 4% or $243,148 at 6%; with 100% employer match about $273,542 at 4% or $182,361 at 6%.
Balboa Financial Profit Sharing Plan-3$568,550$65,650$21,883iApproximate average salary by contribution assumption: employee only about $547,083 at 4% or $364,722 at 6%; with 50% employer match about $364,722 at 4% or $243,148 at 6%; with 100% employer match about $273,542 at 4% or $182,361 at 6%.
201413$504,868$71,262$23,754iApproximate average salary by contribution assumption: employee only about $593,850 at 4% or $395,900 at 6%; with 50% employer match about $395,900 at 4% or $263,933 at 6%; with 100% employer match about $296,925 at 4% or $197,950 at 6%.
Balboa Financial Profit Sharing Plan-3$504,868$71,262$23,754iApproximate average salary by contribution assumption: employee only about $593,850 at 4% or $395,900 at 6%; with 50% employer match about $395,900 at 4% or $263,933 at 6%; with 100% employer match about $296,925 at 4% or $197,950 at 6%.
200912$264,049$0-
Balboa Financial Profit Sharing Plan-2$264,049--
200812$0$0-
Balboa Financial Profit Sharing Plan-2---
200713$0$0-
Balboa Financial Profit Sharing Plan-3---
200613$218,009$62,757$20,919iApproximate average salary by contribution assumption: employee only about $522,975 at 4% or $348,650 at 6%; with 50% employer match about $348,650 at 4% or $232,433 at 6%; with 100% employer match about $261,488 at 4% or $174,325 at 6%.
Balboa Financial Profit Sharing Plan-3$218,009$62,757$20,919iApproximate average salary by contribution assumption: employee only about $522,975 at 4% or $348,650 at 6%; with 50% employer match about $348,650 at 4% or $232,433 at 6%; with 100% employer match about $261,488 at 4% or $174,325 at 6%.
200513$144,610$60,916$20,305iApproximate average salary by contribution assumption: employee only about $507,633 at 4% or $338,422 at 6%; with 50% employer match about $338,422 at 4% or $225,615 at 6%; with 100% employer match about $253,817 at 4% or $169,211 at 6%.
Balboa Financial Profit Sharing Plan-3$144,610$60,916$20,305iApproximate average salary by contribution assumption: employee only about $507,633 at 4% or $338,422 at 6%; with 50% employer match about $338,422 at 4% or $225,615 at 6%; with 100% employer match about $253,817 at 4% or $169,211 at 6%.