Civic Intelligence

Joseph a Balaschak DMD

Plan context: Joseph a Balaschak Retirement Trust I

EIN 25-1363789 • 12 filings • 3 plans

Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$866,008

2010 Contributions

$14,449

Historical Graphs

Total Assets Over Time

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

$5,682,270$2,841,135$0199920042009YearValue
$866,008Latest year 2009

Participants Over Time

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

420199920042009YearValue
4Latest year 2009

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
201010$0$0-
Joseph a Balaschak Retirement Trust I-----
200914$866,008$0-
Joseph a Balaschak Retirement Trust I-4$866,008--
200814$758,100$14,449$3,612iApproximate average salary by contribution assumption: employee only about $90,306 at 4% or $60,204 at 6%; with 50% employer match about $60,204 at 4% or $40,136 at 6%; with 100% employer match about $45,153 at 4% or $30,102 at 6%.
Joseph a Balaschak Retirement Trust I-4$758,100$14,449$3,612iApproximate average salary by contribution assumption: employee only about $90,306 at 4% or $60,204 at 6%; with 50% employer match about $60,204 at 4% or $40,136 at 6%; with 100% employer match about $45,153 at 4% or $30,102 at 6%.
200714$0$0-
Joseph a Balaschak Retirement Trust I-4---
200614$868,591$8,911$2,228iApproximate average salary by contribution assumption: employee only about $55,694 at 4% or $37,129 at 6%; with 50% employer match about $37,129 at 4% or $24,753 at 6%; with 100% employer match about $27,847 at 4% or $18,565 at 6%.
Joseph a Balaschak Retirement Trust I-4$868,591$8,911$2,228iApproximate average salary by contribution assumption: employee only about $55,694 at 4% or $37,129 at 6%; with 50% employer match about $37,129 at 4% or $24,753 at 6%; with 100% employer match about $27,847 at 4% or $18,565 at 6%.
200514$795,021$33,437$8,359iApproximate average salary by contribution assumption: employee only about $208,981 at 4% or $139,321 at 6%; with 50% employer match about $139,321 at 4% or $92,881 at 6%; with 100% employer match about $104,491 at 4% or $69,660 at 6%.
Joseph a Balaschak Retirement Trust I-4$795,021$33,437$8,359iApproximate average salary by contribution assumption: employee only about $208,981 at 4% or $139,321 at 6%; with 50% employer match about $139,321 at 4% or $92,881 at 6%; with 100% employer match about $104,491 at 4% or $69,660 at 6%.
200414$753,785$37,578$9,395iApproximate average salary by contribution assumption: employee only about $234,863 at 4% or $156,575 at 6%; with 50% employer match about $156,575 at 4% or $104,383 at 6%; with 100% employer match about $117,431 at 4% or $78,288 at 6%.
Joseph a Balaschak Retirement Trust I-4$753,785$37,578$9,395iApproximate average salary by contribution assumption: employee only about $234,863 at 4% or $156,575 at 6%; with 50% employer match about $156,575 at 4% or $104,383 at 6%; with 100% employer match about $117,431 at 4% or $78,288 at 6%.
200314$691,190$34,629$8,657iApproximate average salary by contribution assumption: employee only about $216,431 at 4% or $144,288 at 6%; with 50% employer match about $144,288 at 4% or $96,192 at 6%; with 100% employer match about $108,216 at 4% or $72,144 at 6%.
Joseph a Balaschak Retirement Trust I-4$691,190$34,629$8,657iApproximate average salary by contribution assumption: employee only about $216,431 at 4% or $144,288 at 6%; with 50% employer match about $144,288 at 4% or $96,192 at 6%; with 100% employer match about $108,216 at 4% or $72,144 at 6%.
200214$581,744$32,375$8,094iApproximate average salary by contribution assumption: employee only about $202,344 at 4% or $134,896 at 6%; with 50% employer match about $134,896 at 4% or $89,931 at 6%; with 100% employer match about $101,172 at 4% or $67,448 at 6%.
Joseph a Balaschak Retirement Trust I-4$581,744$32,375$8,094iApproximate average salary by contribution assumption: employee only about $202,344 at 4% or $134,896 at 6%; with 50% employer match about $134,896 at 4% or $89,931 at 6%; with 100% employer match about $101,172 at 4% or $67,448 at 6%.
200114$0$0-
Joseph a Balaschak Retirement Trust I-4---
200014$624,500$33,881$8,470iApproximate average salary by contribution assumption: employee only about $211,756 at 4% or $141,171 at 6%; with 50% employer match about $141,171 at 4% or $94,114 at 6%; with 100% employer match about $105,878 at 4% or $70,585 at 6%.
Joseph a Balaschak Retirement Trust I-4$624,500$33,881$8,470iApproximate average salary by contribution assumption: employee only about $211,756 at 4% or $141,171 at 6%; with 50% employer match about $141,171 at 4% or $94,114 at 6%; with 100% employer match about $105,878 at 4% or $70,585 at 6%.
199914$5,682,270$32,025$8,006iApproximate average salary by contribution assumption: employee only about $200,156 at 4% or $133,438 at 6%; with 50% employer match about $133,438 at 4% or $88,958 at 6%; with 100% employer match about $100,078 at 4% or $66,719 at 6%.
Joseph a Balaschak Retirement Trust I-4$5,682,270$32,025$8,006iApproximate average salary by contribution assumption: employee only about $200,156 at 4% or $133,438 at 6%; with 50% employer match about $133,438 at 4% or $88,958 at 6%; with 100% employer match about $100,078 at 4% or $66,719 at 6%.
Joseph a Balaschak DMD | EIN 25-1363789 | 2010 Form 5500 Company Profile