Civic Intelligence

Andrew S. Balta, D.M.D. Inc.

Plan context: Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan

EIN 25-1313972 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$1,068,047

2004 Contributions

$45,313

Historical Graphs

Total Assets Over Time

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

$1,213,083$606,542$0199920022004YearValue
$1,068,047Latest year 2004

Participants Over Time

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

530199920022004YearValue
3Latest year 2004

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
200413$1,068,047$45,313$15,104iApproximate average salary by contribution assumption: employee only about $377,608 at 4% or $251,739 at 6%; with 50% employer match about $251,739 at 4% or $167,826 at 6%; with 100% employer match about $188,804 at 4% or $125,869 at 6%.
Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan-3$1,068,047$45,313$15,104iApproximate average salary by contribution assumption: employee only about $377,608 at 4% or $251,739 at 6%; with 50% employer match about $251,739 at 4% or $167,826 at 6%; with 100% employer match about $188,804 at 4% or $125,869 at 6%.
200314$990,489$44,582$11,146iApproximate average salary by contribution assumption: employee only about $278,638 at 4% or $185,758 at 6%; with 50% employer match about $185,758 at 4% or $123,839 at 6%; with 100% employer match about $139,319 at 4% or $92,879 at 6%.
Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan-4$990,489$44,582$11,146iApproximate average salary by contribution assumption: employee only about $278,638 at 4% or $185,758 at 6%; with 50% employer match about $185,758 at 4% or $123,839 at 6%; with 100% employer match about $139,319 at 4% or $92,879 at 6%.
200215$987,488$41,269$8,254iApproximate average salary by contribution assumption: employee only about $206,345 at 4% or $137,563 at 6%; with 50% employer match about $137,563 at 4% or $91,709 at 6%; with 100% employer match about $103,172 at 4% or $68,782 at 6%.
Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan-5$987,488$41,269$8,254iApproximate average salary by contribution assumption: employee only about $206,345 at 4% or $137,563 at 6%; with 50% employer match about $137,563 at 4% or $91,709 at 6%; with 100% employer match about $103,172 at 4% or $68,782 at 6%.
200113$0$0-
Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan-3---
200014$1,119,076$17,257$4,314iApproximate average salary by contribution assumption: employee only about $107,856 at 4% or $71,904 at 6%; with 50% employer match about $71,904 at 4% or $47,936 at 6%; with 100% employer match about $53,928 at 4% or $35,952 at 6%.
Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan-4$1,119,076$17,257$4,314iApproximate average salary by contribution assumption: employee only about $107,856 at 4% or $71,904 at 6%; with 50% employer match about $71,904 at 4% or $47,936 at 6%; with 100% employer match about $53,928 at 4% or $35,952 at 6%.
199913$1,213,083$15,388$5,129iApproximate average salary by contribution assumption: employee only about $128,233 at 4% or $85,489 at 6%; with 50% employer match about $85,489 at 4% or $56,993 at 6%; with 100% employer match about $64,117 at 4% or $42,744 at 6%.
Andrew S. Balta, D.M.D. Inc. Money Purchase Pension Plan-3$1,213,083$15,388$5,129iApproximate average salary by contribution assumption: employee only about $128,233 at 4% or $85,489 at 6%; with 50% employer match about $85,489 at 4% or $56,993 at 6%; with 100% employer match about $64,117 at 4% or $42,744 at 6%.