Civic Intelligence
Filing

Balionis Group Inc 401K Plan

Balionis Group Inc • EIN 25-1817785 • Plan year 2008

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Down

$70,267 → $65,762

-$4,505 • -6.41%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$23,666

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201010$0$0-
Balionis Group Inc 401K Plan-0---
200916$126,555$0-
Balionis Group Inc 401K Plan-6$126,555--
200813$65,762$23,666$7,889iApproximate average salary by contribution assumption: employee only about $197,217 at 4% or $131,478 at 6%; with 50% employer match about $131,478 at 4% or $87,652 at 6%; with 100% employer match about $98,608 at 4% or $65,739 at 6%.
Balionis Group Inc 401K PlanCurrent3$65,762$23,666$7,889iApproximate average salary by contribution assumption: employee only about $197,217 at 4% or $131,478 at 6%; with 50% employer match about $131,478 at 4% or $87,652 at 6%; with 100% employer match about $98,608 at 4% or $65,739 at 6%.
200715$0$0-
Balionis Group Inc 401K Plan-5---
200615$161,636$4,418$884iApproximate average salary by contribution assumption: employee only about $22,090 at 4% or $14,727 at 6%; with 50% employer match about $14,727 at 4% or $9,818 at 6%; with 100% employer match about $11,045 at 4% or $7,363 at 6%.
Balionis Group Inc 401K Plan-5$161,636$4,418$884iApproximate average salary by contribution assumption: employee only about $22,090 at 4% or $14,727 at 6%; with 50% employer match about $14,727 at 4% or $9,818 at 6%; with 100% employer match about $11,045 at 4% or $7,363 at 6%.
200515$138,956$8,874$1,775iApproximate average salary by contribution assumption: employee only about $44,370 at 4% or $29,580 at 6%; with 50% employer match about $29,580 at 4% or $19,720 at 6%; with 100% employer match about $22,185 at 4% or $14,790 at 6%.
Balionis Group Inc 401K Plan-5$138,956$8,874$1,775iApproximate average salary by contribution assumption: employee only about $44,370 at 4% or $29,580 at 6%; with 50% employer match about $29,580 at 4% or $19,720 at 6%; with 100% employer match about $22,185 at 4% or $14,790 at 6%.
200414$55,883$10,542$2,636iApproximate average salary by contribution assumption: employee only about $65,888 at 4% or $43,925 at 6%; with 50% employer match about $43,925 at 4% or $29,283 at 6%; with 100% employer match about $32,944 at 4% or $21,963 at 6%.
Balionis Group Inc 401K Plan-4$55,883$10,542$2,636iApproximate average salary by contribution assumption: employee only about $65,888 at 4% or $43,925 at 6%; with 50% employer match about $43,925 at 4% or $29,283 at 6%; with 100% employer match about $32,944 at 4% or $21,963 at 6%.
200322$39,482$12,085$6,043iApproximate average salary by contribution assumption: employee only about $151,063 at 4% or $100,708 at 6%; with 50% employer match about $100,708 at 4% or $67,139 at 6%; with 100% employer match about $75,531 at 4% or $50,354 at 6%.
Balionis Group Inc 401K Plan-2$39,482$12,085$6,043iApproximate average salary by contribution assumption: employee only about $151,063 at 4% or $100,708 at 6%; with 50% employer match about $100,708 at 4% or $67,139 at 6%; with 100% employer match about $75,531 at 4% or $50,354 at 6%.
Balionis Group Inc 401K Plan-2---
200214$93,571$17,791$4,448iApproximate average salary by contribution assumption: employee only about $111,194 at 4% or $74,129 at 6%; with 50% employer match about $74,129 at 4% or $49,419 at 6%; with 100% employer match about $55,597 at 4% or $37,065 at 6%.
Balionis Group Inc 401K Plan-4$93,571$17,791$4,448iApproximate average salary by contribution assumption: employee only about $111,194 at 4% or $74,129 at 6%; with 50% employer match about $74,129 at 4% or $49,419 at 6%; with 100% employer match about $55,597 at 4% or $37,065 at 6%.
200115$0$0-
Balionis Group Inc 401K Plan-5---
200015$180,762$40,680$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
Balionis Group Inc 401K Plan-5$180,762$40,680$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
199925$178,447$146,576$29,315iApproximate average salary by contribution assumption: employee only about $732,880 at 4% or $488,587 at 6%; with 50% employer match about $488,587 at 4% or $325,724 at 6%; with 100% employer match about $366,440 at 4% or $244,293 at 6%.
Balionis Group Inc 401K Plan-5$178,447$146,576$29,315iApproximate average salary by contribution assumption: employee only about $732,880 at 4% or $488,587 at 6%; with 50% employer match about $488,587 at 4% or $325,724 at 6%; with 100% employer match about $366,440 at 4% or $244,293 at 6%.
125K Cafeteria Plan-5---
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$65,762-$4,505 change

Balance Sheet

Beginning and end of plan year.

Total assets$70,267$65,762Decrease -$4,505 (-6.41%)
Total liabilities$0$0No change $0
Net assets$70,267$65,762Decrease -$4,505 (-6.41%)

Contributions

Employer contributions$0
Participant contributions$23,666
Other contributions$0

Income & Expenses

Total income$23,666
Total expenses$0
Net income$23,666
Source fields
Schedule I source fields
Filing Id
84037006347310
Schedule I EIN
25-1817785
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2008-01-01
Schedule I Tax Period
20081231
Small plan total assets at beginning of year
$70,267
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$70,267
Small plan total assets at end of year
$65,762
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$65,762
Small plan employer contributions
$0
Small plan participant contributions
$23,666
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$0
Small plan total income
$23,666
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$23,666
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
84037006347310
Schedule R EIN
25-1817785
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2008-01-01
Schedule R Tax Period
20081231
Pension Value Dstrb Pd Property Amount
$0
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1