Civic Intelligence

BALANCED EQUITIES, INC.

Plan context: BALANCED EQUITIES, INC. GCF BENEFIT PLAN

EIN 13-4204065 • Alpharetta, GA • 7 filings • 1 plans

770 Southfield LaneAlpharetta, GA 30004
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$20,292

2024 Contributions

$46,258

Historical Graphs

Total Assets Over Time

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

$20,292$10,146$0201820212024YearValue
$20,292Latest year 2024

Participants Over Time

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

210201820212024YearValue
2Latest 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
202412$20,292$46,258$23,129iApproximate average salary by contribution assumption: employee only about $578,225 at 4% or $385,483 at 6%; with 50% employer match about $385,483 at 4% or $256,989 at 6%; with 100% employer match about $289,113 at 4% or $192,742 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$20,292$46,258$23,129iApproximate average salary by contribution assumption: employee only about $578,225 at 4% or $385,483 at 6%; with 50% employer match about $385,483 at 4% or $256,989 at 6%; with 100% employer match about $289,113 at 4% or $192,742 at 6%.
202312$18,833$36,579$18,290iApproximate average salary by contribution assumption: employee only about $457,238 at 4% or $304,825 at 6%; with 50% employer match about $304,825 at 4% or $203,217 at 6%; with 100% employer match about $228,619 at 4% or $152,413 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$18,833$36,579$18,290iApproximate average salary by contribution assumption: employee only about $457,238 at 4% or $304,825 at 6%; with 50% employer match about $304,825 at 4% or $203,217 at 6%; with 100% employer match about $228,619 at 4% or $152,413 at 6%.
202212$14,729$30,180$15,090iApproximate average salary by contribution assumption: employee only about $377,250 at 4% or $251,500 at 6%; with 50% employer match about $251,500 at 4% or $167,667 at 6%; with 100% employer match about $188,625 at 4% or $125,750 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$14,729$30,180$15,090iApproximate average salary by contribution assumption: employee only about $377,250 at 4% or $251,500 at 6%; with 50% employer match about $251,500 at 4% or $167,667 at 6%; with 100% employer match about $188,625 at 4% or $125,750 at 6%.
202112$13,768$31,018$15,509iApproximate average salary by contribution assumption: employee only about $387,725 at 4% or $258,483 at 6%; with 50% employer match about $258,483 at 4% or $172,322 at 6%; with 100% employer match about $193,863 at 4% or $129,242 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$13,768$31,018$15,509iApproximate average salary by contribution assumption: employee only about $387,725 at 4% or $258,483 at 6%; with 50% employer match about $258,483 at 4% or $172,322 at 6%; with 100% employer match about $193,863 at 4% or $129,242 at 6%.
202012$9,084$25,275$12,638iApproximate average salary by contribution assumption: employee only about $315,938 at 4% or $210,625 at 6%; with 50% employer match about $210,625 at 4% or $140,417 at 6%; with 100% employer match about $157,969 at 4% or $105,313 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$9,084$25,275$12,638iApproximate average salary by contribution assumption: employee only about $315,938 at 4% or $210,625 at 6%; with 50% employer match about $210,625 at 4% or $140,417 at 6%; with 100% employer match about $157,969 at 4% or $105,313 at 6%.
201912$10,233$23,919$11,960iApproximate average salary by contribution assumption: employee only about $298,988 at 4% or $199,325 at 6%; with 50% employer match about $199,325 at 4% or $132,883 at 6%; with 100% employer match about $149,494 at 4% or $99,663 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$10,233$23,919$11,960iApproximate average salary by contribution assumption: employee only about $298,988 at 4% or $199,325 at 6%; with 50% employer match about $199,325 at 4% or $132,883 at 6%; with 100% employer match about $149,494 at 4% or $99,663 at 6%.
201812$4,562$6,076$3,038iApproximate average salary by contribution assumption: employee only about $75,950 at 4% or $50,633 at 6%; with 50% employer match about $50,633 at 4% or $33,756 at 6%; with 100% employer match about $37,975 at 4% or $25,317 at 6%.
BALANCED EQUITIES, INC. GCF BENEFIT PLAN-2$4,562$6,076$3,038iApproximate average salary by contribution assumption: employee only about $75,950 at 4% or $50,633 at 6%; with 50% employer match about $50,633 at 4% or $33,756 at 6%; with 100% employer match about $37,975 at 4% or $25,317 at 6%.