Civic Intelligence

Balancepoint Inc.

Plan context: Balancepoint Inc. 401K Plan

EIN 20-0570886 • Kansas City, MO • 13 filings • 1 plans

9201 Ward ParkwaySuite 200Kansas City, MO 64114
Current Snapshot

Latest Year

2018

2018 Participants

44

2018 Assets

$806,159

2018 Contributions

$181,205

Historical Graphs

Total Assets Over Time

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

$1,036,481$518,241$0200620122018YearValue
$806,159Latest year 2018

Participants Over Time

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

47240200620122018YearValue
44Latest year 2018

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
2018144$806,159$181,205$4,118iApproximate average salary by contribution assumption: employee only about $102,957 at 4% or $68,638 at 6%; with 50% employer match about $68,638 at 4% or $45,759 at 6%; with 100% employer match about $51,479 at 4% or $34,319 at 6%.
Balancepoint Inc. 401K Plan-44$806,159$181,205$4,118iApproximate average salary by contribution assumption: employee only about $102,957 at 4% or $68,638 at 6%; with 50% employer match about $68,638 at 4% or $45,759 at 6%; with 100% employer match about $51,479 at 4% or $34,319 at 6%.
2017140$1,036,481$300,750$7,519iApproximate average salary by contribution assumption: employee only about $187,969 at 4% or $125,313 at 6%; with 50% employer match about $125,313 at 4% or $83,542 at 6%; with 100% employer match about $93,984 at 4% or $62,656 at 6%.
Balancepoint Inc. 401K Plan-40$1,036,481$300,750$7,519iApproximate average salary by contribution assumption: employee only about $187,969 at 4% or $125,313 at 6%; with 50% employer match about $125,313 at 4% or $83,542 at 6%; with 100% employer match about $93,984 at 4% or $62,656 at 6%.
2016140$884,172$302,657$7,566iApproximate average salary by contribution assumption: employee only about $189,161 at 4% or $126,107 at 6%; with 50% employer match about $126,107 at 4% or $84,071 at 6%; with 100% employer match about $94,580 at 4% or $63,054 at 6%.
Balancepoint Inc. 401K Plan-40$884,172$302,657$7,566iApproximate average salary by contribution assumption: employee only about $189,161 at 4% or $126,107 at 6%; with 50% employer match about $126,107 at 4% or $84,071 at 6%; with 100% employer match about $94,580 at 4% or $63,054 at 6%.
2015138$820,221$334,325$8,798iApproximate average salary by contribution assumption: employee only about $219,951 at 4% or $146,634 at 6%; with 50% employer match about $146,634 at 4% or $97,756 at 6%; with 100% employer match about $109,975 at 4% or $73,317 at 6%.
Balancepoint Inc. 401K Plan-38$820,221$334,325$8,798iApproximate average salary by contribution assumption: employee only about $219,951 at 4% or $146,634 at 6%; with 50% employer match about $146,634 at 4% or $97,756 at 6%; with 100% employer match about $109,975 at 4% or $73,317 at 6%.
2014147$719,365$255,461$5,435iApproximate average salary by contribution assumption: employee only about $135,884 at 4% or $90,589 at 6%; with 50% employer match about $90,589 at 4% or $60,393 at 6%; with 100% employer match about $67,942 at 4% or $45,295 at 6%.
Balancepoint Inc. 401K Plan-47$719,365$255,461$5,435iApproximate average salary by contribution assumption: employee only about $135,884 at 4% or $90,589 at 6%; with 50% employer match about $90,589 at 4% or $60,393 at 6%; with 100% employer match about $67,942 at 4% or $45,295 at 6%.
2013139$645,460$200,732$5,147iApproximate average salary by contribution assumption: employee only about $128,674 at 4% or $85,783 at 6%; with 50% employer match about $85,783 at 4% or $57,189 at 6%; with 100% employer match about $64,337 at 4% or $42,891 at 6%.
Balancepoint Inc. 401K Plan-39$645,460$200,732$5,147iApproximate average salary by contribution assumption: employee only about $128,674 at 4% or $85,783 at 6%; with 50% employer match about $85,783 at 4% or $57,189 at 6%; with 100% employer match about $64,337 at 4% or $42,891 at 6%.
2012133$479,705$152,301$4,615iApproximate average salary by contribution assumption: employee only about $115,380 at 4% or $76,920 at 6%; with 50% employer match about $76,920 at 4% or $51,280 at 6%; with 100% employer match about $57,690 at 4% or $38,460 at 6%.
Balancepoint Inc. 401K Plan-33$479,705$152,301$4,615iApproximate average salary by contribution assumption: employee only about $115,380 at 4% or $76,920 at 6%; with 50% employer match about $76,920 at 4% or $51,280 at 6%; with 100% employer match about $57,690 at 4% or $38,460 at 6%.
2011138$407,549$112,909$2,971iApproximate average salary by contribution assumption: employee only about $74,282 at 4% or $49,521 at 6%; with 50% employer match about $49,521 at 4% or $33,014 at 6%; with 100% employer match about $37,141 at 4% or $24,761 at 6%.
Balancepoint Inc. 401K Plan-38$407,549$112,909$2,971iApproximate average salary by contribution assumption: employee only about $74,282 at 4% or $49,521 at 6%; with 50% employer match about $49,521 at 4% or $33,014 at 6%; with 100% employer match about $37,141 at 4% or $24,761 at 6%.
2010129$392,189$103,306$3,562iApproximate average salary by contribution assumption: employee only about $89,057 at 4% or $59,371 at 6%; with 50% employer match about $59,371 at 4% or $39,581 at 6%; with 100% employer match about $44,528 at 4% or $29,686 at 6%.
Balancepoint Inc. 401K Plan-29$392,189$103,306$3,562iApproximate average salary by contribution assumption: employee only about $89,057 at 4% or $59,371 at 6%; with 50% employer match about $59,371 at 4% or $39,581 at 6%; with 100% employer match about $44,528 at 4% or $29,686 at 6%.
2009134$336,557$158,422$4,659iApproximate average salary by contribution assumption: employee only about $116,487 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,243 at 4% or $38,829 at 6%.
Balancepoint Inc. 401K Plan-34$336,557$158,422$4,659iApproximate average salary by contribution assumption: employee only about $116,487 at 4% or $77,658 at 6%; with 50% employer match about $77,658 at 4% or $51,772 at 6%; with 100% employer match about $58,243 at 4% or $38,829 at 6%.
2008141$152,447$154,844$3,777iApproximate average salary by contribution assumption: employee only about $94,417 at 4% or $62,945 at 6%; with 50% employer match about $62,945 at 4% or $41,963 at 6%; with 100% employer match about $47,209 at 4% or $31,472 at 6%.
Balancepoint Inc. 401K Plan-41$152,447$154,844$3,777iApproximate average salary by contribution assumption: employee only about $94,417 at 4% or $62,945 at 6%; with 50% employer match about $62,945 at 4% or $41,963 at 6%; with 100% employer match about $47,209 at 4% or $31,472 at 6%.
2007126$79,110$55,690$2,142iApproximate average salary by contribution assumption: employee only about $53,548 at 4% or $35,699 at 6%; with 50% employer match about $35,699 at 4% or $23,799 at 6%; with 100% employer match about $26,774 at 4% or $17,849 at 6%.
Balancepoint Inc. 401K Plan-26$79,110$55,690$2,142iApproximate average salary by contribution assumption: employee only about $53,548 at 4% or $35,699 at 6%; with 50% employer match about $35,699 at 4% or $23,799 at 6%; with 100% employer match about $26,774 at 4% or $17,849 at 6%.
2006111$19,643$19,532$1,776iApproximate average salary by contribution assumption: employee only about $44,391 at 4% or $29,594 at 6%; with 50% employer match about $29,594 at 4% or $19,729 at 6%; with 100% employer match about $22,195 at 4% or $14,797 at 6%.
Balancepoint Inc. 401K Plan-11$19,643$19,532$1,776iApproximate average salary by contribution assumption: employee only about $44,391 at 4% or $29,594 at 6%; with 50% employer match about $29,594 at 4% or $19,729 at 6%; with 100% employer match about $22,195 at 4% or $14,797 at 6%.