Civic Intelligence

Mark T. Balonek, Dds PC.

Plan context: Balonek, Dds PC. Profit Sharing 401(K) Plan

EIN 16-1006354 • Rochester, NY • 26 filings • 3 plans

513 Beahan RoadRochester, NY 14624
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,024,826

2024 Contributions

$18,324

Historical Graphs

Total Assets Over Time

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

$1,130,893$565,447$0199920152024YearValue
$1,024,826Latest year 2024

Participants Over Time

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

740199920122024YearValue
4Latest 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
202414$1,024,826$18,324$4,581iApproximate average salary by contribution assumption: employee only about $114,525 at 4% or $76,350 at 6%; with 50% employer match about $76,350 at 4% or $50,900 at 6%; with 100% employer match about $57,263 at 4% or $38,175 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$1,024,826$18,324$4,581iApproximate average salary by contribution assumption: employee only about $114,525 at 4% or $76,350 at 6%; with 50% employer match about $76,350 at 4% or $50,900 at 6%; with 100% employer match about $57,263 at 4% or $38,175 at 6%.
202314$838,578$19,074$4,769iApproximate average salary by contribution assumption: employee only about $119,213 at 4% or $79,475 at 6%; with 50% employer match about $79,475 at 4% or $52,983 at 6%; with 100% employer match about $59,606 at 4% or $39,738 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$838,578$19,074$4,769iApproximate average salary by contribution assumption: employee only about $119,213 at 4% or $79,475 at 6%; with 50% employer match about $79,475 at 4% or $52,983 at 6%; with 100% employer match about $59,606 at 4% or $39,738 at 6%.
202214$738,456$17,599$4,400iApproximate average salary by contribution assumption: employee only about $109,994 at 4% or $73,329 at 6%; with 50% employer match about $73,329 at 4% or $48,886 at 6%; with 100% employer match about $54,997 at 4% or $36,665 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$738,456$17,599$4,400iApproximate average salary by contribution assumption: employee only about $109,994 at 4% or $73,329 at 6%; with 50% employer match about $73,329 at 4% or $48,886 at 6%; with 100% employer match about $54,997 at 4% or $36,665 at 6%.
202114$1,130,893$18,598$4,650iApproximate average salary by contribution assumption: employee only about $116,238 at 4% or $77,492 at 6%; with 50% employer match about $77,492 at 4% or $51,661 at 6%; with 100% employer match about $58,119 at 4% or $38,746 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$1,130,893$18,598$4,650iApproximate average salary by contribution assumption: employee only about $116,238 at 4% or $77,492 at 6%; with 50% employer match about $77,492 at 4% or $51,661 at 6%; with 100% employer match about $58,119 at 4% or $38,746 at 6%.
202014$930,589$106,348$26,587iApproximate average salary by contribution assumption: employee only about $664,675 at 4% or $443,117 at 6%; with 50% employer match about $443,117 at 4% or $295,411 at 6%; with 100% employer match about $332,338 at 4% or $221,558 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$930,589$106,348$26,587iApproximate average salary by contribution assumption: employee only about $664,675 at 4% or $443,117 at 6%; with 50% employer match about $443,117 at 4% or $295,411 at 6%; with 100% employer match about $332,338 at 4% or $221,558 at 6%.
201913$660,450$23,020$7,673iApproximate average salary by contribution assumption: employee only about $191,833 at 4% or $127,889 at 6%; with 50% employer match about $127,889 at 4% or $85,259 at 6%; with 100% employer match about $95,917 at 4% or $63,944 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-3$660,450$23,020$7,673iApproximate average salary by contribution assumption: employee only about $191,833 at 4% or $127,889 at 6%; with 50% employer match about $127,889 at 4% or $85,259 at 6%; with 100% employer match about $95,917 at 4% or $63,944 at 6%.
201813$491,305$1,760$587iApproximate average salary by contribution assumption: employee only about $14,667 at 4% or $9,778 at 6%; with 50% employer match about $9,778 at 4% or $6,519 at 6%; with 100% employer match about $7,333 at 4% or $4,889 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-3$491,305$1,760$587iApproximate average salary by contribution assumption: employee only about $14,667 at 4% or $9,778 at 6%; with 50% employer match about $9,778 at 4% or $6,519 at 6%; with 100% employer match about $7,333 at 4% or $4,889 at 6%.
201713$530,574$22,360$7,453iApproximate average salary by contribution assumption: employee only about $186,333 at 4% or $124,222 at 6%; with 50% employer match about $124,222 at 4% or $82,815 at 6%; with 100% employer match about $93,167 at 4% or $62,111 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-3$530,574$22,360$7,453iApproximate average salary by contribution assumption: employee only about $186,333 at 4% or $124,222 at 6%; with 50% employer match about $124,222 at 4% or $82,815 at 6%; with 100% employer match about $93,167 at 4% or $62,111 at 6%.
201613$481,541$22,850$7,617iApproximate average salary by contribution assumption: employee only about $190,417 at 4% or $126,944 at 6%; with 50% employer match about $126,944 at 4% or $84,630 at 6%; with 100% employer match about $95,208 at 4% or $63,472 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-3$481,541$22,850$7,617iApproximate average salary by contribution assumption: employee only about $190,417 at 4% or $126,944 at 6%; with 50% employer match about $126,944 at 4% or $84,630 at 6%; with 100% employer match about $95,208 at 4% or $63,472 at 6%.
201514$524,381$22,475$5,619iApproximate average salary by contribution assumption: employee only about $140,469 at 4% or $93,646 at 6%; with 50% employer match about $93,646 at 4% or $62,431 at 6%; with 100% employer match about $70,234 at 4% or $46,823 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$524,381$22,475$5,619iApproximate average salary by contribution assumption: employee only about $140,469 at 4% or $93,646 at 6%; with 50% employer match about $93,646 at 4% or $62,431 at 6%; with 100% employer match about $70,234 at 4% or $46,823 at 6%.
201414$491,156$18,560$4,640iApproximate average salary by contribution assumption: employee only about $116,000 at 4% or $77,333 at 6%; with 50% employer match about $77,333 at 4% or $51,556 at 6%; with 100% employer match about $58,000 at 4% or $38,667 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$491,156$18,560$4,640iApproximate average salary by contribution assumption: employee only about $116,000 at 4% or $77,333 at 6%; with 50% employer match about $77,333 at 4% or $51,556 at 6%; with 100% employer match about $58,000 at 4% or $38,667 at 6%.
201314$449,569$16,900$4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$449,569$16,900$4,225iApproximate average salary by contribution assumption: employee only about $105,625 at 4% or $70,417 at 6%; with 50% employer match about $70,417 at 4% or $46,944 at 6%; with 100% employer match about $52,813 at 4% or $35,208 at 6%.
201214$360,764$16,950$4,238iApproximate average salary by contribution assumption: employee only about $105,938 at 4% or $70,625 at 6%; with 50% employer match about $70,625 at 4% or $47,083 at 6%; with 100% employer match about $52,969 at 4% or $35,313 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$360,764$16,950$4,238iApproximate average salary by contribution assumption: employee only about $105,938 at 4% or $70,625 at 6%; with 50% employer match about $70,625 at 4% or $47,083 at 6%; with 100% employer match about $52,969 at 4% or $35,313 at 6%.
201115$307,291$15,275$3,055iApproximate average salary by contribution assumption: employee only about $76,375 at 4% or $50,917 at 6%; with 50% employer match about $50,917 at 4% or $33,944 at 6%; with 100% employer match about $38,188 at 4% or $25,458 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-5$307,291$15,275$3,055iApproximate average salary by contribution assumption: employee only about $76,375 at 4% or $50,917 at 6%; with 50% employer match about $50,917 at 4% or $33,944 at 6%; with 100% employer match about $38,188 at 4% or $25,458 at 6%.
201015$256,898$16,675$3,335iApproximate average salary by contribution assumption: employee only about $83,375 at 4% or $55,583 at 6%; with 50% employer match about $55,583 at 4% or $37,056 at 6%; with 100% employer match about $41,688 at 4% or $27,792 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-5$256,898$16,675$3,335iApproximate average salary by contribution assumption: employee only about $83,375 at 4% or $55,583 at 6%; with 50% employer match about $55,583 at 4% or $37,056 at 6%; with 100% employer match about $41,688 at 4% or $27,792 at 6%.
200917$244,176$14,375$2,054iApproximate average salary by contribution assumption: employee only about $51,339 at 4% or $34,226 at 6%; with 50% employer match about $34,226 at 4% or $22,817 at 6%; with 100% employer match about $25,670 at 4% or $17,113 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-7$244,176$14,375$2,054iApproximate average salary by contribution assumption: employee only about $51,339 at 4% or $34,226 at 6%; with 50% employer match about $34,226 at 4% or $22,817 at 6%; with 100% employer match about $25,670 at 4% or $17,113 at 6%.
200810$0$0-
Balonek, Dds PC. Profit Sharing 401(K) Plan-0---
200715$0$0-
Balonek, Dds PC. Profit Sharing 401(K) Plan-5---
200615$262,658$11,153$2,231iApproximate average salary by contribution assumption: employee only about $55,765 at 4% or $37,177 at 6%; with 50% employer match about $37,177 at 4% or $24,784 at 6%; with 100% employer match about $27,883 at 4% or $18,588 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-5$262,658$11,153$2,231iApproximate average salary by contribution assumption: employee only about $55,765 at 4% or $37,177 at 6%; with 50% employer match about $37,177 at 4% or $24,784 at 6%; with 100% employer match about $27,883 at 4% or $18,588 at 6%.
200514$217,238$7,916$1,979iApproximate average salary by contribution assumption: employee only about $49,475 at 4% or $32,983 at 6%; with 50% employer match about $32,983 at 4% or $21,989 at 6%; with 100% employer match about $24,738 at 4% or $16,492 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$217,238$7,916$1,979iApproximate average salary by contribution assumption: employee only about $49,475 at 4% or $32,983 at 6%; with 50% employer match about $32,983 at 4% or $21,989 at 6%; with 100% employer match about $24,738 at 4% or $16,492 at 6%.
200414$184,114$4,540$1,135iApproximate average salary by contribution assumption: employee only about $28,375 at 4% or $18,917 at 6%; with 50% employer match about $18,917 at 4% or $12,611 at 6%; with 100% employer match about $14,188 at 4% or $9,458 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-4$184,114$4,540$1,135iApproximate average salary by contribution assumption: employee only about $28,375 at 4% or $18,917 at 6%; with 50% employer match about $18,917 at 4% or $12,611 at 6%; with 100% employer match about $14,188 at 4% or $9,458 at 6%.
200314$0$0-
Balonek, Dds PC. Profit Sharing 401(K) Plan-4---
200213$0$0-
Balonek, Dds PC. Profit Sharing 401(K) Plan-3---
200115$0$0-
Balonek, Dds PC. Profit Sharing 401(K) Plan-5---
200015$0$0-
Balonek, Dds PC. Profit Sharing 401(K) Plan-5---
199915$194,483$13,635$2,727iApproximate average salary by contribution assumption: employee only about $68,175 at 4% or $45,450 at 6%; with 50% employer match about $45,450 at 4% or $30,300 at 6%; with 100% employer match about $34,088 at 4% or $22,725 at 6%.
Balonek, Dds PC. Profit Sharing 401(K) Plan-5$194,483$13,635$2,727iApproximate average salary by contribution assumption: employee only about $68,175 at 4% or $45,450 at 6%; with 50% employer match about $45,450 at 4% or $30,300 at 6%; with 100% employer match about $34,088 at 4% or $22,725 at 6%.