Civic Intelligence

Balsamo, Lutters, Renna & Rosensteel, P.A.

Plan context: Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust

EIN 26-1575062 • Bel Air, MD • 17 filings • 3 plans

508 Rock Spring RdBel Air, MD 21014
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,075,524

2024 Contributions

$74,504

Historical Graphs

Total Assets Over Time

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

$2,075,524$1,037,762$0200820162024YearValue
$2,075,524Latest year 2024

Participants Over Time

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

1260200820162024YearValue
10Latest year 2024

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
2024110$2,075,524$74,504$7,450iApproximate average salary by contribution assumption: employee only about $186,260 at 4% or $124,173 at 6%; with 50% employer match about $124,173 at 4% or $82,782 at 6%; with 100% employer match about $93,130 at 4% or $62,087 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$2,075,524$74,504$7,450iApproximate average salary by contribution assumption: employee only about $186,260 at 4% or $124,173 at 6%; with 50% employer match about $124,173 at 4% or $82,782 at 6%; with 100% employer match about $93,130 at 4% or $62,087 at 6%.
2023110$1,841,898$80,017$8,002iApproximate average salary by contribution assumption: employee only about $200,043 at 4% or $133,362 at 6%; with 50% employer match about $133,362 at 4% or $88,908 at 6%; with 100% employer match about $100,021 at 4% or $66,681 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$1,841,898$80,017$8,002iApproximate average salary by contribution assumption: employee only about $200,043 at 4% or $133,362 at 6%; with 50% employer match about $133,362 at 4% or $88,908 at 6%; with 100% employer match about $100,021 at 4% or $66,681 at 6%.
202219$1,586,063$72,833$8,093iApproximate average salary by contribution assumption: employee only about $202,314 at 4% or $134,876 at 6%; with 50% employer match about $134,876 at 4% or $89,917 at 6%; with 100% employer match about $101,157 at 4% or $67,438 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-9$1,586,063$72,833$8,093iApproximate average salary by contribution assumption: employee only about $202,314 at 4% or $134,876 at 6%; with 50% employer match about $134,876 at 4% or $89,917 at 6%; with 100% employer match about $101,157 at 4% or $67,438 at 6%.
2021110$1,768,547$70,608$7,061iApproximate average salary by contribution assumption: employee only about $176,520 at 4% or $117,680 at 6%; with 50% employer match about $117,680 at 4% or $78,453 at 6%; with 100% employer match about $88,260 at 4% or $58,840 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$1,768,547$70,608$7,061iApproximate average salary by contribution assumption: employee only about $176,520 at 4% or $117,680 at 6%; with 50% employer match about $117,680 at 4% or $78,453 at 6%; with 100% employer match about $88,260 at 4% or $58,840 at 6%.
2020110$1,566,028$89,082$8,908iApproximate average salary by contribution assumption: employee only about $222,705 at 4% or $148,470 at 6%; with 50% employer match about $148,470 at 4% or $98,980 at 6%; with 100% employer match about $111,353 at 4% or $74,235 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$1,566,028$89,082$8,908iApproximate average salary by contribution assumption: employee only about $222,705 at 4% or $148,470 at 6%; with 50% employer match about $148,470 at 4% or $98,980 at 6%; with 100% employer match about $111,353 at 4% or $74,235 at 6%.
2019110$1,310,669$61,391$6,139iApproximate average salary by contribution assumption: employee only about $153,478 at 4% or $102,318 at 6%; with 50% employer match about $102,318 at 4% or $68,212 at 6%; with 100% employer match about $76,739 at 4% or $51,159 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$1,310,669$61,391$6,139iApproximate average salary by contribution assumption: employee only about $153,478 at 4% or $102,318 at 6%; with 50% employer match about $102,318 at 4% or $68,212 at 6%; with 100% employer match about $76,739 at 4% or $51,159 at 6%.
2018110$1,088,645$120,405$12,041iApproximate average salary by contribution assumption: employee only about $301,013 at 4% or $200,675 at 6%; with 50% employer match about $200,675 at 4% or $133,783 at 6%; with 100% employer match about $150,506 at 4% or $100,338 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$1,088,645$120,405$12,041iApproximate average salary by contribution assumption: employee only about $301,013 at 4% or $200,675 at 6%; with 50% employer match about $200,675 at 4% or $133,783 at 6%; with 100% employer match about $150,506 at 4% or $100,338 at 6%.
2017111$1,083,428$60,144$5,468iApproximate average salary by contribution assumption: employee only about $136,691 at 4% or $91,127 at 6%; with 50% employer match about $91,127 at 4% or $60,752 at 6%; with 100% employer match about $68,345 at 4% or $45,564 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-11$1,083,428$60,144$5,468iApproximate average salary by contribution assumption: employee only about $136,691 at 4% or $91,127 at 6%; with 50% employer match about $91,127 at 4% or $60,752 at 6%; with 100% employer match about $68,345 at 4% or $45,564 at 6%.
2016111$898,694$62,915$5,720iApproximate average salary by contribution assumption: employee only about $142,989 at 4% or $95,326 at 6%; with 50% employer match about $95,326 at 4% or $63,551 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-11$898,694$62,915$5,720iApproximate average salary by contribution assumption: employee only about $142,989 at 4% or $95,326 at 6%; with 50% employer match about $95,326 at 4% or $63,551 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
2015110$784,570$55,691$5,569iApproximate average salary by contribution assumption: employee only about $139,228 at 4% or $92,818 at 6%; with 50% employer match about $92,818 at 4% or $61,879 at 6%; with 100% employer match about $69,614 at 4% or $46,409 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$784,570$55,691$5,569iApproximate average salary by contribution assumption: employee only about $139,228 at 4% or $92,818 at 6%; with 50% employer match about $92,818 at 4% or $61,879 at 6%; with 100% employer match about $69,614 at 4% or $46,409 at 6%.
2014110$762,869$64,720$6,472iApproximate average salary by contribution assumption: employee only about $161,800 at 4% or $107,867 at 6%; with 50% employer match about $107,867 at 4% or $71,911 at 6%; with 100% employer match about $80,900 at 4% or $53,933 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$762,869$64,720$6,472iApproximate average salary by contribution assumption: employee only about $161,800 at 4% or $107,867 at 6%; with 50% employer match about $107,867 at 4% or $71,911 at 6%; with 100% employer match about $80,900 at 4% or $53,933 at 6%.
2013111$668,690$59,713$5,428iApproximate average salary by contribution assumption: employee only about $135,711 at 4% or $90,474 at 6%; with 50% employer match about $90,474 at 4% or $60,316 at 6%; with 100% employer match about $67,856 at 4% or $45,237 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-11$668,690$59,713$5,428iApproximate average salary by contribution assumption: employee only about $135,711 at 4% or $90,474 at 6%; with 50% employer match about $90,474 at 4% or $60,316 at 6%; with 100% employer match about $67,856 at 4% or $45,237 at 6%.
2012112$518,006$61,620$5,135iApproximate average salary by contribution assumption: employee only about $128,375 at 4% or $85,583 at 6%; with 50% employer match about $85,583 at 4% or $57,056 at 6%; with 100% employer match about $64,188 at 4% or $42,792 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-12$518,006$61,620$5,135iApproximate average salary by contribution assumption: employee only about $128,375 at 4% or $85,583 at 6%; with 50% employer match about $85,583 at 4% or $57,056 at 6%; with 100% employer match about $64,188 at 4% or $42,792 at 6%.
2011112$404,529$63,610$5,301iApproximate average salary by contribution assumption: employee only about $132,521 at 4% or $88,347 at 6%; with 50% employer match about $88,347 at 4% or $58,898 at 6%; with 100% employer match about $66,260 at 4% or $44,174 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-12$404,529$63,610$5,301iApproximate average salary by contribution assumption: employee only about $132,521 at 4% or $88,347 at 6%; with 50% employer match about $88,347 at 4% or $58,898 at 6%; with 100% employer match about $66,260 at 4% or $44,174 at 6%.
2010111$342,939$66,319$6,029iApproximate average salary by contribution assumption: employee only about $150,725 at 4% or $100,483 at 6%; with 50% employer match about $100,483 at 4% or $66,989 at 6%; with 100% employer match about $75,363 at 4% or $50,242 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-11$342,939$66,319$6,029iApproximate average salary by contribution assumption: employee only about $150,725 at 4% or $100,483 at 6%; with 50% employer match about $100,483 at 4% or $66,989 at 6%; with 100% employer match about $75,363 at 4% or $50,242 at 6%.
2009112$259,948$69,302$5,775iApproximate average salary by contribution assumption: employee only about $144,379 at 4% or $96,253 at 6%; with 50% employer match about $96,253 at 4% or $64,169 at 6%; with 100% employer match about $72,190 at 4% or $48,126 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-12$259,948$69,302$5,775iApproximate average salary by contribution assumption: employee only about $144,379 at 4% or $96,253 at 6%; with 50% employer match about $96,253 at 4% or $64,169 at 6%; with 100% employer match about $72,190 at 4% or $48,126 at 6%.
2008110$141,351$189,530$18,953iApproximate average salary by contribution assumption: employee only about $473,825 at 4% or $315,883 at 6%; with 50% employer match about $315,883 at 4% or $210,589 at 6%; with 100% employer match about $236,913 at 4% or $157,942 at 6%.
Balsamo, Lutters, Renna & Rosensteel, P.A. 401(K) Profit Sharing Plan & Trust-10$141,351$189,530$18,953iApproximate average salary by contribution assumption: employee only about $473,825 at 4% or $315,883 at 6%; with 50% employer match about $315,883 at 4% or $210,589 at 6%; with 100% employer match about $236,913 at 4% or $157,942 at 6%.