Balmoral Advisors LLC
Plan context: Balmoral Advisors LLC 401K Plan
EIN 20-2731619 • Los Angeles, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$64,289
2011 Contributions
$14,471
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2011 | 1 | 1 | $64,289 | $14,471 | $14,471iApproximate average salary by contribution assumption: employee only about $361,775 at 4% or $241,183 at 6%; with 50% employer match about $241,183 at 4% or $160,789 at 6%; with 100% employer match about $180,888 at 4% or $120,592 at 6%. |
| Balmoral Advisors LLC 401K Plan | - | 1 | $64,289 | $14,471 | $14,471iApproximate average salary by contribution assumption: employee only about $361,775 at 4% or $241,183 at 6%; with 50% employer match about $241,183 at 4% or $160,789 at 6%; with 100% employer match about $180,888 at 4% or $120,592 at 6%. |
| 2010 | 1 | 1 | $52,454 | $26,050 | $26,050iApproximate average salary by contribution assumption: employee only about $651,250 at 4% or $434,167 at 6%; with 50% employer match about $434,167 at 4% or $289,444 at 6%; with 100% employer match about $325,625 at 4% or $217,083 at 6%. |
| Balmoral Advisors LLC 401K Plan | - | 1 | $52,454 | $26,050 | $26,050iApproximate average salary by contribution assumption: employee only about $651,250 at 4% or $434,167 at 6%; with 50% employer match about $434,167 at 4% or $289,444 at 6%; with 100% employer match about $325,625 at 4% or $217,083 at 6%. |
| 2009 | 1 | 2 | $25,532 | $14,613 | $7,307iApproximate average salary by contribution assumption: employee only about $182,663 at 4% or $121,775 at 6%; with 50% employer match about $121,775 at 4% or $81,183 at 6%; with 100% employer match about $91,331 at 4% or $60,888 at 6%. |
| Balmoral Advisors LLC 401K Plan | - | 2 | $25,532 | $14,613 | $7,307iApproximate average salary by contribution assumption: employee only about $182,663 at 4% or $121,775 at 6%; with 50% employer match about $121,775 at 4% or $81,183 at 6%; with 100% employer match about $91,331 at 4% or $60,888 at 6%. |
| 2008 | 1 | 2 | $6,419 | $8,150 | $4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%. |
| Balmoral Advisors LLC 401K Plan | - | 2 | $6,419 | $8,150 | $4,075iApproximate average salary by contribution assumption: employee only about $101,875 at 4% or $67,917 at 6%; with 50% employer match about $67,917 at 4% or $45,278 at 6%; with 100% employer match about $50,938 at 4% or $33,958 at 6%. |