Civic Intelligence

Balance Inc.

Plan context: Balance Inc. 401(K) Profit Sharing Plan

EIN 13-4133359 • Danbury, CT • 17 filings • 3 plans

69 Kenosia AvenueSte 2Danbury, CT 06810
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$4,310,349

2024 Contributions

$384,571

Historical Graphs

Total Assets Over Time

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

$4,310,349$2,155,175$0200920172024YearValue
$4,310,349Latest year 2024

Participants Over Time

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

28140200920172024YearValue
28Latest 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
2024128$4,310,349$384,571$13,735iApproximate average salary by contribution assumption: employee only about $343,367 at 4% or $228,911 at 6%; with 50% employer match about $228,911 at 4% or $152,608 at 6%; with 100% employer match about $171,683 at 4% or $114,456 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-28$4,310,349$384,571$13,735iApproximate average salary by contribution assumption: employee only about $343,367 at 4% or $228,911 at 6%; with 50% employer match about $228,911 at 4% or $152,608 at 6%; with 100% employer match about $171,683 at 4% or $114,456 at 6%.
2023124$3,481,432$354,572$14,774iApproximate average salary by contribution assumption: employee only about $369,346 at 4% or $246,231 at 6%; with 50% employer match about $246,231 at 4% or $164,154 at 6%; with 100% employer match about $184,673 at 4% or $123,115 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-24$3,481,432$354,572$14,774iApproximate average salary by contribution assumption: employee only about $369,346 at 4% or $246,231 at 6%; with 50% employer match about $246,231 at 4% or $164,154 at 6%; with 100% employer match about $184,673 at 4% or $123,115 at 6%.
2022119$2,744,320$302,425$15,917iApproximate average salary by contribution assumption: employee only about $397,928 at 4% or $265,285 at 6%; with 50% employer match about $265,285 at 4% or $176,857 at 6%; with 100% employer match about $198,964 at 4% or $132,643 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-19$2,744,320$302,425$15,917iApproximate average salary by contribution assumption: employee only about $397,928 at 4% or $265,285 at 6%; with 50% employer match about $265,285 at 4% or $176,857 at 6%; with 100% employer match about $198,964 at 4% or $132,643 at 6%.
2021116$2,827,344$269,873$16,867iApproximate average salary by contribution assumption: employee only about $421,677 at 4% or $281,118 at 6%; with 50% employer match about $281,118 at 4% or $187,412 at 6%; with 100% employer match about $210,838 at 4% or $140,559 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-16$2,827,344$269,873$16,867iApproximate average salary by contribution assumption: employee only about $421,677 at 4% or $281,118 at 6%; with 50% employer match about $281,118 at 4% or $187,412 at 6%; with 100% employer match about $210,838 at 4% or $140,559 at 6%.
2020113$2,366,556$248,504$19,116iApproximate average salary by contribution assumption: employee only about $477,892 at 4% or $318,595 at 6%; with 50% employer match about $318,595 at 4% or $212,397 at 6%; with 100% employer match about $238,946 at 4% or $159,297 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-13$2,366,556$248,504$19,116iApproximate average salary by contribution assumption: employee only about $477,892 at 4% or $318,595 at 6%; with 50% employer match about $318,595 at 4% or $212,397 at 6%; with 100% employer match about $238,946 at 4% or $159,297 at 6%.
2019112$1,720,783$345,132$28,761iApproximate average salary by contribution assumption: employee only about $719,025 at 4% or $479,350 at 6%; with 50% employer match about $479,350 at 4% or $319,567 at 6%; with 100% employer match about $359,513 at 4% or $239,675 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-12$1,720,783$345,132$28,761iApproximate average salary by contribution assumption: employee only about $719,025 at 4% or $479,350 at 6%; with 50% employer match about $479,350 at 4% or $319,567 at 6%; with 100% employer match about $359,513 at 4% or $239,675 at 6%.
201819$1,197,227$162,631$18,070iApproximate average salary by contribution assumption: employee only about $451,753 at 4% or $301,169 at 6%; with 50% employer match about $301,169 at 4% or $200,779 at 6%; with 100% employer match about $225,876 at 4% or $150,584 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-9$1,197,227$162,631$18,070iApproximate average salary by contribution assumption: employee only about $451,753 at 4% or $301,169 at 6%; with 50% employer match about $301,169 at 4% or $200,779 at 6%; with 100% employer match about $225,876 at 4% or $150,584 at 6%.
201716$1,034,750$139,070$23,178iApproximate average salary by contribution assumption: employee only about $579,458 at 4% or $386,306 at 6%; with 50% employer match about $386,306 at 4% or $257,537 at 6%; with 100% employer match about $289,729 at 4% or $193,153 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-6$1,034,750$139,070$23,178iApproximate average salary by contribution assumption: employee only about $579,458 at 4% or $386,306 at 6%; with 50% employer match about $386,306 at 4% or $257,537 at 6%; with 100% employer match about $289,729 at 4% or $193,153 at 6%.
201614$715,039$126,632$31,658iApproximate average salary by contribution assumption: employee only about $791,450 at 4% or $527,633 at 6%; with 50% employer match about $527,633 at 4% or $351,756 at 6%; with 100% employer match about $395,725 at 4% or $263,817 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-4$715,039$126,632$31,658iApproximate average salary by contribution assumption: employee only about $791,450 at 4% or $527,633 at 6%; with 50% employer match about $527,633 at 4% or $351,756 at 6%; with 100% employer match about $395,725 at 4% or $263,817 at 6%.
201514$562,730$55,354$13,839iApproximate average salary by contribution assumption: employee only about $345,963 at 4% or $230,642 at 6%; with 50% employer match about $230,642 at 4% or $153,761 at 6%; with 100% employer match about $172,981 at 4% or $115,321 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-4$562,730$55,354$13,839iApproximate average salary by contribution assumption: employee only about $345,963 at 4% or $230,642 at 6%; with 50% employer match about $230,642 at 4% or $153,761 at 6%; with 100% employer match about $172,981 at 4% or $115,321 at 6%.
201413$459,242$5,206$1,735iApproximate average salary by contribution assumption: employee only about $43,383 at 4% or $28,922 at 6%; with 50% employer match about $28,922 at 4% or $19,281 at 6%; with 100% employer match about $21,692 at 4% or $14,461 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-3$459,242$5,206$1,735iApproximate average salary by contribution assumption: employee only about $43,383 at 4% or $28,922 at 6%; with 50% employer match about $28,922 at 4% or $19,281 at 6%; with 100% employer match about $21,692 at 4% or $14,461 at 6%.
201313$412,938$46,182$15,394iApproximate average salary by contribution assumption: employee only about $384,850 at 4% or $256,567 at 6%; with 50% employer match about $256,567 at 4% or $171,044 at 6%; with 100% employer match about $192,425 at 4% or $128,283 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-3$412,938$46,182$15,394iApproximate average salary by contribution assumption: employee only about $384,850 at 4% or $256,567 at 6%; with 50% employer match about $256,567 at 4% or $171,044 at 6%; with 100% employer match about $192,425 at 4% or $128,283 at 6%.
201213$333,411$44,044$14,681iApproximate average salary by contribution assumption: employee only about $367,033 at 4% or $244,689 at 6%; with 50% employer match about $244,689 at 4% or $163,126 at 6%; with 100% employer match about $183,517 at 4% or $122,344 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-3$333,411$44,044$14,681iApproximate average salary by contribution assumption: employee only about $367,033 at 4% or $244,689 at 6%; with 50% employer match about $244,689 at 4% or $163,126 at 6%; with 100% employer match about $183,517 at 4% or $122,344 at 6%.
201113$287,945$21,939$7,313iApproximate average salary by contribution assumption: employee only about $182,825 at 4% or $121,883 at 6%; with 50% employer match about $121,883 at 4% or $81,256 at 6%; with 100% employer match about $91,413 at 4% or $60,942 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-3$287,945$21,939$7,313iApproximate average salary by contribution assumption: employee only about $182,825 at 4% or $121,883 at 6%; with 50% employer match about $121,883 at 4% or $81,256 at 6%; with 100% employer match about $91,413 at 4% or $60,942 at 6%.
201013$266,668$3,876$1,292iApproximate average salary by contribution assumption: employee only about $32,300 at 4% or $21,533 at 6%; with 50% employer match about $21,533 at 4% or $14,356 at 6%; with 100% employer match about $16,150 at 4% or $10,767 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-3$266,668$3,876$1,292iApproximate average salary by contribution assumption: employee only about $32,300 at 4% or $21,533 at 6%; with 50% employer match about $21,533 at 4% or $14,356 at 6%; with 100% employer match about $16,150 at 4% or $10,767 at 6%.
200923$256,020$21,243$7,081iApproximate average salary by contribution assumption: employee only about $177,025 at 4% or $118,017 at 6%; with 50% employer match about $118,017 at 4% or $78,678 at 6%; with 100% employer match about $88,513 at 4% or $59,008 at 6%.
Balance Inc. 401(K) Profit Sharing Plan-3$256,020$21,243$7,081iApproximate average salary by contribution assumption: employee only about $177,025 at 4% or $118,017 at 6%; with 50% employer match about $118,017 at 4% or $78,678 at 6%; with 100% employer match about $88,513 at 4% or $59,008 at 6%.
BALANCE, INC. MONEY PURCHASE PLAN-0$0$0-