Balzer & Leary PLLC
Plan context: Balzer & Leary PLLC 401(K) Plan
EIN 20-8468972 • Albany, NY • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$4,525,571
2024 Contributions
$159,896
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $4,525,571 | $159,896 | $39,974iApproximate average salary by contribution assumption: employee only about $999,350 at 4% or $666,233 at 6%; with 50% employer match about $666,233 at 4% or $444,156 at 6%; with 100% employer match about $499,675 at 4% or $333,117 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 4 | $4,525,571 | $159,896 | $39,974iApproximate average salary by contribution assumption: employee only about $999,350 at 4% or $666,233 at 6%; with 50% employer match about $666,233 at 4% or $444,156 at 6%; with 100% employer match about $499,675 at 4% or $333,117 at 6%. |
| 2023 | 1 | 5 | $3,816,696 | $136,314 | $27,263iApproximate average salary by contribution assumption: employee only about $681,570 at 4% or $454,380 at 6%; with 50% employer match about $454,380 at 4% or $302,920 at 6%; with 100% employer match about $340,785 at 4% or $227,190 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $3,816,696 | $136,314 | $27,263iApproximate average salary by contribution assumption: employee only about $681,570 at 4% or $454,380 at 6%; with 50% employer match about $454,380 at 4% or $302,920 at 6%; with 100% employer match about $340,785 at 4% or $227,190 at 6%. |
| 2022 | 1 | 5 | $3,188,070 | $155,443 | $31,089iApproximate average salary by contribution assumption: employee only about $777,215 at 4% or $518,143 at 6%; with 50% employer match about $518,143 at 4% or $345,429 at 6%; with 100% employer match about $388,608 at 4% or $259,072 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $3,188,070 | $155,443 | $31,089iApproximate average salary by contribution assumption: employee only about $777,215 at 4% or $518,143 at 6%; with 50% employer match about $518,143 at 4% or $345,429 at 6%; with 100% employer match about $388,608 at 4% or $259,072 at 6%. |
| 2021 | 1 | 6 | $3,748,988 | $148,396 | $24,733iApproximate average salary by contribution assumption: employee only about $618,317 at 4% or $412,211 at 6%; with 50% employer match about $412,211 at 4% or $274,807 at 6%; with 100% employer match about $309,158 at 4% or $206,106 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 6 | $3,748,988 | $148,396 | $24,733iApproximate average salary by contribution assumption: employee only about $618,317 at 4% or $412,211 at 6%; with 50% employer match about $412,211 at 4% or $274,807 at 6%; with 100% employer match about $309,158 at 4% or $206,106 at 6%. |
| 2020 | 1 | 6 | $3,069,709 | $151,249 | $25,208iApproximate average salary by contribution assumption: employee only about $630,204 at 4% or $420,136 at 6%; with 50% employer match about $420,136 at 4% or $280,091 at 6%; with 100% employer match about $315,102 at 4% or $210,068 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 6 | $3,069,709 | $151,249 | $25,208iApproximate average salary by contribution assumption: employee only about $630,204 at 4% or $420,136 at 6%; with 50% employer match about $420,136 at 4% or $280,091 at 6%; with 100% employer match about $315,102 at 4% or $210,068 at 6%. |
| 2019 | 1 | 5 | $2,495,349 | $133,903 | $26,781iApproximate average salary by contribution assumption: employee only about $669,515 at 4% or $446,343 at 6%; with 50% employer match about $446,343 at 4% or $297,562 at 6%; with 100% employer match about $334,758 at 4% or $223,172 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $2,495,349 | $133,903 | $26,781iApproximate average salary by contribution assumption: employee only about $669,515 at 4% or $446,343 at 6%; with 50% employer match about $446,343 at 4% or $297,562 at 6%; with 100% employer match about $334,758 at 4% or $223,172 at 6%. |
| 2018 | 1 | 4 | $1,885,588 | $127,744 | $31,936iApproximate average salary by contribution assumption: employee only about $798,400 at 4% or $532,267 at 6%; with 50% employer match about $532,267 at 4% or $354,844 at 6%; with 100% employer match about $399,200 at 4% or $266,133 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 4 | $1,885,588 | $127,744 | $31,936iApproximate average salary by contribution assumption: employee only about $798,400 at 4% or $532,267 at 6%; with 50% employer match about $532,267 at 4% or $354,844 at 6%; with 100% employer match about $399,200 at 4% or $266,133 at 6%. |
| 2017 | 1 | 5 | $1,946,208 | $111,267 | $22,253iApproximate average salary by contribution assumption: employee only about $556,335 at 4% or $370,890 at 6%; with 50% employer match about $370,890 at 4% or $247,260 at 6%; with 100% employer match about $278,168 at 4% or $185,445 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $1,946,208 | $111,267 | $22,253iApproximate average salary by contribution assumption: employee only about $556,335 at 4% or $370,890 at 6%; with 50% employer match about $370,890 at 4% or $247,260 at 6%; with 100% employer match about $278,168 at 4% or $185,445 at 6%. |
| 2016 | 1 | 5 | $1,496,272 | $126,028 | $25,206iApproximate average salary by contribution assumption: employee only about $630,140 at 4% or $420,093 at 6%; with 50% employer match about $420,093 at 4% or $280,062 at 6%; with 100% employer match about $315,070 at 4% or $210,047 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $1,496,272 | $126,028 | $25,206iApproximate average salary by contribution assumption: employee only about $630,140 at 4% or $420,093 at 6%; with 50% employer match about $420,093 at 4% or $280,062 at 6%; with 100% employer match about $315,070 at 4% or $210,047 at 6%. |
| 2015 | 1 | 5 | $1,285,447 | $146,996 | $29,399iApproximate average salary by contribution assumption: employee only about $734,980 at 4% or $489,987 at 6%; with 50% employer match about $489,987 at 4% or $326,658 at 6%; with 100% employer match about $367,490 at 4% or $244,993 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $1,285,447 | $146,996 | $29,399iApproximate average salary by contribution assumption: employee only about $734,980 at 4% or $489,987 at 6%; with 50% employer match about $489,987 at 4% or $326,658 at 6%; with 100% employer match about $367,490 at 4% or $244,993 at 6%. |
| 2014 | 1 | 5 | $1,132,498 | $87,239 | $17,448iApproximate average salary by contribution assumption: employee only about $436,195 at 4% or $290,797 at 6%; with 50% employer match about $290,797 at 4% or $193,864 at 6%; with 100% employer match about $218,098 at 4% or $145,398 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $1,132,498 | $87,239 | $17,448iApproximate average salary by contribution assumption: employee only about $436,195 at 4% or $290,797 at 6%; with 50% employer match about $290,797 at 4% or $193,864 at 6%; with 100% employer match about $218,098 at 4% or $145,398 at 6%. |
| 2013 | 1 | 5 | $987,183 | $116,699 | $23,340iApproximate average salary by contribution assumption: employee only about $583,495 at 4% or $388,997 at 6%; with 50% employer match about $388,997 at 4% or $259,331 at 6%; with 100% employer match about $291,748 at 4% or $194,498 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $987,183 | $116,699 | $23,340iApproximate average salary by contribution assumption: employee only about $583,495 at 4% or $388,997 at 6%; with 50% employer match about $388,997 at 4% or $259,331 at 6%; with 100% employer match about $291,748 at 4% or $194,498 at 6%. |
| 2012 | 1 | 5 | $693,117 | $166,482 | $33,296iApproximate average salary by contribution assumption: employee only about $832,410 at 4% or $554,940 at 6%; with 50% employer match about $554,940 at 4% or $369,960 at 6%; with 100% employer match about $416,205 at 4% or $277,470 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $693,117 | $166,482 | $33,296iApproximate average salary by contribution assumption: employee only about $832,410 at 4% or $554,940 at 6%; with 50% employer match about $554,940 at 4% or $369,960 at 6%; with 100% employer match about $416,205 at 4% or $277,470 at 6%. |
| 2011 | 1 | 5 | $449,255 | $84,717 | $16,943iApproximate average salary by contribution assumption: employee only about $423,585 at 4% or $282,390 at 6%; with 50% employer match about $282,390 at 4% or $188,260 at 6%; with 100% employer match about $211,793 at 4% or $141,195 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $449,255 | $84,717 | $16,943iApproximate average salary by contribution assumption: employee only about $423,585 at 4% or $282,390 at 6%; with 50% employer match about $282,390 at 4% or $188,260 at 6%; with 100% employer match about $211,793 at 4% or $141,195 at 6%. |
| 2010 | 1 | 5 | $377,441 | $133,272 | $26,654iApproximate average salary by contribution assumption: employee only about $666,360 at 4% or $444,240 at 6%; with 50% employer match about $444,240 at 4% or $296,160 at 6%; with 100% employer match about $333,180 at 4% or $222,120 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 5 | $377,441 | $133,272 | $26,654iApproximate average salary by contribution assumption: employee only about $666,360 at 4% or $444,240 at 6%; with 50% employer match about $444,240 at 4% or $296,160 at 6%; with 100% employer match about $333,180 at 4% or $222,120 at 6%. |
| 2009 | 1 | 4 | $247,423 | $112,212 | $28,053iApproximate average salary by contribution assumption: employee only about $701,325 at 4% or $467,550 at 6%; with 50% employer match about $467,550 at 4% or $311,700 at 6%; with 100% employer match about $350,663 at 4% or $233,775 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 4 | $247,423 | $112,212 | $28,053iApproximate average salary by contribution assumption: employee only about $701,325 at 4% or $467,550 at 6%; with 50% employer match about $467,550 at 4% or $311,700 at 6%; with 100% employer match about $350,663 at 4% or $233,775 at 6%. |
| 2008 | 1 | 2 | $89,547 | $109,319 | $54,660iApproximate average salary by contribution assumption: employee only about $1,366,488 at 4% or $910,992 at 6%; with 50% employer match about $910,992 at 4% or $607,328 at 6%; with 100% employer match about $683,244 at 4% or $455,496 at 6%. |
| Balzer & Leary PLLC 401(K) Plan | - | 2 | $89,547 | $109,319 | $54,660iApproximate average salary by contribution assumption: employee only about $1,366,488 at 4% or $910,992 at 6%; with 50% employer match about $910,992 at 4% or $607,328 at 6%; with 100% employer match about $683,244 at 4% or $455,496 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Balzer & Leary PLLC 401(K) Plan | - | 2 | - | - | - |