Civic Intelligence

Joseph L. Balkan Inc.

Plan context: JOSEPH L. BALKAN 401(K) PLAN

EIN 11-1967855 • Richmond Hill, NY • 33 filings • 4 plans

130 01 Jamaica AvenueRichmond Hill, NY 11418
Current Snapshot

Latest Year

2025

2025 Participants

52

2025 Assets

$1,192,253

2025 Contributions

$213,419

Historical Graphs

Total Assets Over Time

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

$1,685,897$842,949$0199920132024YearValue
$1,192,253Latest year 2024

Participants Over Time

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

55280199920132024YearValue
52Latest 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
202510$0$0-
Joseph L. Balkan Inc. Profit Sharing Plan-0$0--
2024252$1,192,253$213,419$4,104iApproximate average salary by contribution assumption: employee only about $102,605 at 4% or $68,404 at 6%; with 50% employer match about $68,404 at 4% or $45,602 at 6%; with 100% employer match about $51,303 at 4% or $34,202 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-52$1,144,018$213,419$4,104iApproximate average salary by contribution assumption: employee only about $102,605 at 4% or $68,404 at 6%; with 50% employer match about $68,404 at 4% or $45,602 at 6%; with 100% employer match about $51,303 at 4% or $34,202 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$48,235--
2023251$961,050$191,846$3,762iApproximate average salary by contribution assumption: employee only about $94,042 at 4% or $62,695 at 6%; with 50% employer match about $62,695 at 4% or $41,797 at 6%; with 100% employer match about $47,021 at 4% or $31,347 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-51$916,261$191,846$3,762iApproximate average salary by contribution assumption: employee only about $94,042 at 4% or $62,695 at 6%; with 50% employer match about $62,695 at 4% or $41,797 at 6%; with 100% employer match about $47,021 at 4% or $31,347 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$44,789--
2022246$688,010$163,604$3,557iApproximate average salary by contribution assumption: employee only about $88,915 at 4% or $59,277 at 6%; with 50% employer match about $59,277 at 4% or $39,518 at 6%; with 100% employer match about $44,458 at 4% or $29,638 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-46$647,609$163,604$3,557iApproximate average salary by contribution assumption: employee only about $88,915 at 4% or $59,277 at 6%; with 50% employer match about $59,277 at 4% or $39,518 at 6%; with 100% employer match about $44,458 at 4% or $29,638 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$40,401--
2021244$673,811$123,210$2,800iApproximate average salary by contribution assumption: employee only about $70,006 at 4% or $46,670 at 6%; with 50% employer match about $46,670 at 4% or $31,114 at 6%; with 100% employer match about $35,003 at 4% or $23,335 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-44$626,963$123,210$2,800iApproximate average salary by contribution assumption: employee only about $70,006 at 4% or $46,670 at 6%; with 50% employer match about $46,670 at 4% or $31,114 at 6%; with 100% employer match about $35,003 at 4% or $23,335 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$46,848--
2020238$505,204$115,976$3,052iApproximate average salary by contribution assumption: employee only about $76,300 at 4% or $50,867 at 6%; with 50% employer match about $50,867 at 4% or $33,911 at 6%; with 100% employer match about $38,150 at 4% or $25,433 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-38$461,362$115,976$3,052iApproximate average salary by contribution assumption: employee only about $76,300 at 4% or $50,867 at 6%; with 50% employer match about $50,867 at 4% or $33,911 at 6%; with 100% employer match about $38,150 at 4% or $25,433 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$43,842--
2019231$346,461$105,781$3,412iApproximate average salary by contribution assumption: employee only about $85,307 at 4% or $56,872 at 6%; with 50% employer match about $56,872 at 4% or $37,914 at 6%; with 100% employer match about $42,654 at 4% or $28,436 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-31$306,312$105,781$3,412iApproximate average salary by contribution assumption: employee only about $85,307 at 4% or $56,872 at 6%; with 50% employer match about $56,872 at 4% or $37,914 at 6%; with 100% employer match about $42,654 at 4% or $28,436 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$40,149--
2018232$239,991$129,570$4,049iApproximate average salary by contribution assumption: employee only about $101,227 at 4% or $67,484 at 6%; with 50% employer match about $67,484 at 4% or $44,990 at 6%; with 100% employer match about $50,613 at 4% or $33,742 at 6%.
JOSEPH L. BALKAN 401(K) PLAN-32$204,248$129,570$4,049iApproximate average salary by contribution assumption: employee only about $101,227 at 4% or $67,484 at 6%; with 50% employer match about $67,484 at 4% or $44,990 at 6%; with 100% employer match about $50,613 at 4% or $33,742 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-11$35,743--
2017126$95,473$91,995$3,538iApproximate average salary by contribution assumption: employee only about $88,457 at 4% or $58,971 at 6%; with 50% employer match about $58,971 at 4% or $39,314 at 6%; with 100% employer match about $44,228 at 4% or $29,486 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-26$95,473$91,995$3,538iApproximate average salary by contribution assumption: employee only about $88,457 at 4% or $58,971 at 6%; with 50% employer match about $58,971 at 4% or $39,314 at 6%; with 100% employer match about $44,228 at 4% or $29,486 at 6%.
2016111$34,302$0-
Joseph L. Balkan Inc. Profit Sharing Plan-11$34,302--
2015111$32,683$0-
Joseph L. Balkan Inc. Profit Sharing Plan-11$32,683--
2014111$32,798$0-
Joseph L. Balkan Inc. Profit Sharing Plan-11$32,798--
2013111$31,489$0-
Joseph L. Balkan Inc. Profit Sharing Plan-11$31,489--
2012112$32,952$0-
Joseph L. Balkan Inc. Profit Sharing Plan-12$32,952--
2011112$31,254$0-
Joseph L. Balkan Inc. Profit Sharing Plan-12$31,254--
2010114$38,442$0-
Joseph L. Balkan Inc. Profit Sharing Plan-14$38,442--
200925$69,564$40,685$8,137iApproximate average salary by contribution assumption: employee only about $203,425 at 4% or $135,617 at 6%; with 50% employer match about $135,617 at 4% or $90,411 at 6%; with 100% employer match about $101,713 at 4% or $67,808 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-0$36,306--
Joseph L. Balkan Inc. Profit Sharing Plan-5$33,258$40,685$8,137iApproximate average salary by contribution assumption: employee only about $203,425 at 4% or $135,617 at 6%; with 50% employer match about $135,617 at 4% or $90,411 at 6%; with 100% employer match about $101,713 at 4% or $67,808 at 6%.
2006155$1,685,897$70,000$1,273iApproximate average salary by contribution assumption: employee only about $31,818 at 4% or $21,212 at 6%; with 50% employer match about $21,212 at 4% or $14,141 at 6%; with 100% employer match about $15,909 at 4% or $10,606 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-55$1,685,897$70,000$1,273iApproximate average salary by contribution assumption: employee only about $31,818 at 4% or $21,212 at 6%; with 50% employer match about $21,212 at 4% or $14,141 at 6%; with 100% employer match about $15,909 at 4% or $10,606 at 6%.
2005143$1,493,965$177,874$4,137iApproximate average salary by contribution assumption: employee only about $103,415 at 4% or $68,943 at 6%; with 50% employer match about $68,943 at 4% or $45,962 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-43$1,493,965$177,874$4,137iApproximate average salary by contribution assumption: employee only about $103,415 at 4% or $68,943 at 6%; with 50% employer match about $68,943 at 4% or $45,962 at 6%; with 100% employer match about $51,708 at 4% or $34,472 at 6%.
2004138$1,329,088$155,558$4,094iApproximate average salary by contribution assumption: employee only about $102,341 at 4% or $68,227 at 6%; with 50% employer match about $68,227 at 4% or $45,485 at 6%; with 100% employer match about $51,170 at 4% or $34,114 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-38$1,329,088$155,558$4,094iApproximate average salary by contribution assumption: employee only about $102,341 at 4% or $68,227 at 6%; with 50% employer match about $68,227 at 4% or $45,485 at 6%; with 100% employer match about $51,170 at 4% or $34,114 at 6%.
2003130$1,114,623$135,136$4,505iApproximate average salary by contribution assumption: employee only about $112,613 at 4% or $75,076 at 6%; with 50% employer match about $75,076 at 4% or $50,050 at 6%; with 100% employer match about $56,307 at 4% or $37,538 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-30$1,114,623$135,136$4,505iApproximate average salary by contribution assumption: employee only about $112,613 at 4% or $75,076 at 6%; with 50% employer match about $75,076 at 4% or $50,050 at 6%; with 100% employer match about $56,307 at 4% or $37,538 at 6%.
2002124$812,420$110,073$4,586iApproximate average salary by contribution assumption: employee only about $114,659 at 4% or $76,440 at 6%; with 50% employer match about $76,440 at 4% or $50,960 at 6%; with 100% employer match about $57,330 at 4% or $38,220 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-24$812,420$110,073$4,586iApproximate average salary by contribution assumption: employee only about $114,659 at 4% or $76,440 at 6%; with 50% employer match about $76,440 at 4% or $50,960 at 6%; with 100% employer match about $57,330 at 4% or $38,220 at 6%.
2001124$823,708$110,904$4,621iApproximate average salary by contribution assumption: employee only about $115,525 at 4% or $77,017 at 6%; with 50% employer match about $77,017 at 4% or $51,344 at 6%; with 100% employer match about $57,763 at 4% or $38,508 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-24$823,708$110,904$4,621iApproximate average salary by contribution assumption: employee only about $115,525 at 4% or $77,017 at 6%; with 50% employer match about $77,017 at 4% or $51,344 at 6%; with 100% employer match about $57,763 at 4% or $38,508 at 6%.
2000117$838,354$87,522$5,148iApproximate average salary by contribution assumption: employee only about $128,709 at 4% or $85,806 at 6%; with 50% employer match about $85,806 at 4% or $57,204 at 6%; with 100% employer match about $64,354 at 4% or $42,903 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-17$838,354$87,522$5,148iApproximate average salary by contribution assumption: employee only about $128,709 at 4% or $85,806 at 6%; with 50% employer match about $85,806 at 4% or $57,204 at 6%; with 100% employer match about $64,354 at 4% or $42,903 at 6%.
1999121$842,352$28,149$1,340iApproximate average salary by contribution assumption: employee only about $33,511 at 4% or $22,340 at 6%; with 50% employer match about $22,340 at 4% or $14,894 at 6%; with 100% employer match about $16,755 at 4% or $11,170 at 6%.
Joseph L. Balkan Inc. Profit Sharing Plan-21$842,352$28,149$1,340iApproximate average salary by contribution assumption: employee only about $33,511 at 4% or $22,340 at 6%; with 50% employer match about $22,340 at 4% or $14,894 at 6%; with 100% employer match about $16,755 at 4% or $11,170 at 6%.
Joseph L. Balkan Inc. | EIN 11-1967855 | 2025 Form 5500 Company Profile