Balentine LLC
Plan context: Balentine Employee'S Savings Plan
EIN 27-1403339 • Atlanta, GA • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$9,847,266
2024 Contributions
$1,110,856
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 | 70 | $9,847,266 | $1,110,856 | $15,869iApproximate average salary by contribution assumption: employee only about $396,734 at 4% or $264,490 at 6%; with 50% employer match about $264,490 at 4% or $176,326 at 6%; with 100% employer match about $198,367 at 4% or $132,245 at 6%. |
| Balentine Employee'S Savings Plan | - | 70 | $9,847,266 | $1,110,856 | $15,869iApproximate average salary by contribution assumption: employee only about $396,734 at 4% or $264,490 at 6%; with 50% employer match about $264,490 at 4% or $176,326 at 6%; with 100% employer match about $198,367 at 4% or $132,245 at 6%. |
| 2023 | 1 | 63 | $7,308,797 | $1,044,441 | $16,578iApproximate average salary by contribution assumption: employee only about $414,461 at 4% or $276,307 at 6%; with 50% employer match about $276,307 at 4% or $184,205 at 6%; with 100% employer match about $207,230 at 4% or $138,154 at 6%. |
| Balentine Employee'S Savings Plan | - | 63 | $7,308,797 | $1,044,441 | $16,578iApproximate average salary by contribution assumption: employee only about $414,461 at 4% or $276,307 at 6%; with 50% employer match about $276,307 at 4% or $184,205 at 6%; with 100% employer match about $207,230 at 4% or $138,154 at 6%. |
| 2022 | 1 | 62 | $5,856,429 | $846,401 | $13,652iApproximate average salary by contribution assumption: employee only about $341,291 at 4% or $227,527 at 6%; with 50% employer match about $227,527 at 4% or $151,685 at 6%; with 100% employer match about $170,645 at 4% or $113,764 at 6%. |
| Balentine Employee'S Savings Plan | - | 62 | $5,856,429 | $846,401 | $13,652iApproximate average salary by contribution assumption: employee only about $341,291 at 4% or $227,527 at 6%; with 50% employer match about $227,527 at 4% or $151,685 at 6%; with 100% employer match about $170,645 at 4% or $113,764 at 6%. |
| 2021 | 1 | 52 | $5,424,698 | $694,220 | $13,350iApproximate average salary by contribution assumption: employee only about $333,760 at 4% or $222,506 at 6%; with 50% employer match about $222,506 at 4% or $148,338 at 6%; with 100% employer match about $166,880 at 4% or $111,253 at 6%. |
| Balentine Employee'S Savings Plan | - | 52 | $5,424,698 | $694,220 | $13,350iApproximate average salary by contribution assumption: employee only about $333,760 at 4% or $222,506 at 6%; with 50% employer match about $222,506 at 4% or $148,338 at 6%; with 100% employer match about $166,880 at 4% or $111,253 at 6%. |
| 2020 | 1 | 48 | $4,189,651 | $561,748 | $11,703iApproximate average salary by contribution assumption: employee only about $292,577 at 4% or $195,051 at 6%; with 50% employer match about $195,051 at 4% or $130,034 at 6%; with 100% employer match about $146,289 at 4% or $97,526 at 6%. |
| Balentine Employee'S Savings Plan | - | 48 | $4,189,651 | $561,748 | $11,703iApproximate average salary by contribution assumption: employee only about $292,577 at 4% or $195,051 at 6%; with 50% employer match about $195,051 at 4% or $130,034 at 6%; with 100% employer match about $146,289 at 4% or $97,526 at 6%. |
| 2019 | 1 | 45 | $2,802,944 | $490,399 | $10,898iApproximate average salary by contribution assumption: employee only about $272,444 at 4% or $181,629 at 6%; with 50% employer match about $181,629 at 4% or $121,086 at 6%; with 100% employer match about $136,222 at 4% or $90,815 at 6%. |
| Balentine Employee'S Savings Plan | - | 45 | $2,802,944 | $490,399 | $10,898iApproximate average salary by contribution assumption: employee only about $272,444 at 4% or $181,629 at 6%; with 50% employer match about $181,629 at 4% or $121,086 at 6%; with 100% employer match about $136,222 at 4% or $90,815 at 6%. |
| 2018 | 1 | 37 | $1,892,649 | $469,505 | $12,689iApproximate average salary by contribution assumption: employee only about $317,233 at 4% or $211,489 at 6%; with 50% employer match about $211,489 at 4% or $140,992 at 6%; with 100% employer match about $158,617 at 4% or $105,744 at 6%. |
| Balentine Employee'S Savings Plan | - | 37 | $1,892,649 | $469,505 | $12,689iApproximate average salary by contribution assumption: employee only about $317,233 at 4% or $211,489 at 6%; with 50% employer match about $211,489 at 4% or $140,992 at 6%; with 100% employer match about $158,617 at 4% or $105,744 at 6%. |
| 2017 | 1 | 38 | $1,848,771 | $378,416 | $9,958iApproximate average salary by contribution assumption: employee only about $248,958 at 4% or $165,972 at 6%; with 50% employer match about $165,972 at 4% or $110,648 at 6%; with 100% employer match about $124,479 at 4% or $82,986 at 6%. |
| Balentine Employee'S Savings Plan | - | 38 | $1,848,771 | $378,416 | $9,958iApproximate average salary by contribution assumption: employee only about $248,958 at 4% or $165,972 at 6%; with 50% employer match about $165,972 at 4% or $110,648 at 6%; with 100% employer match about $124,479 at 4% or $82,986 at 6%. |
| 2016 | 1 | 37 | $1,680,692 | $320,508 | $8,662iApproximate average salary by contribution assumption: employee only about $216,559 at 4% or $144,373 at 6%; with 50% employer match about $144,373 at 4% or $96,249 at 6%; with 100% employer match about $108,280 at 4% or $72,186 at 6%. |
| Balentine Employee'S Savings Plan | - | 37 | $1,680,692 | $320,508 | $8,662iApproximate average salary by contribution assumption: employee only about $216,559 at 4% or $144,373 at 6%; with 50% employer match about $144,373 at 4% or $96,249 at 6%; with 100% employer match about $108,280 at 4% or $72,186 at 6%. |
| 2015 | 1 | 34 | $1,437,110 | $269,300 | $7,921iApproximate average salary by contribution assumption: employee only about $198,015 at 4% or $132,010 at 6%; with 50% employer match about $132,010 at 4% or $88,007 at 6%; with 100% employer match about $99,007 at 4% or $66,005 at 6%. |
| Balentine Employee'S Savings Plan | - | 34 | $1,437,110 | $269,300 | $7,921iApproximate average salary by contribution assumption: employee only about $198,015 at 4% or $132,010 at 6%; with 50% employer match about $132,010 at 4% or $88,007 at 6%; with 100% employer match about $99,007 at 4% or $66,005 at 6%. |
| 2014 | 1 | 31 | $1,316,285 | $419,508 | $13,533iApproximate average salary by contribution assumption: employee only about $338,313 at 4% or $225,542 at 6%; with 50% employer match about $225,542 at 4% or $150,361 at 6%; with 100% employer match about $169,156 at 4% or $112,771 at 6%. |
| Balentine Employee'S Savings Plan | - | 31 | $1,316,285 | $419,508 | $13,533iApproximate average salary by contribution assumption: employee only about $338,313 at 4% or $225,542 at 6%; with 50% employer match about $225,542 at 4% or $150,361 at 6%; with 100% employer match about $169,156 at 4% or $112,771 at 6%. |
| 2013 | 1 | 29 | $890,652 | $237,700 | $8,197iApproximate average salary by contribution assumption: employee only about $204,914 at 4% or $136,609 at 6%; with 50% employer match about $136,609 at 4% or $91,073 at 6%; with 100% employer match about $102,457 at 4% or $68,305 at 6%. |
| Balentine Employee'S Savings Plan | - | 29 | $890,652 | $237,700 | $8,197iApproximate average salary by contribution assumption: employee only about $204,914 at 4% or $136,609 at 6%; with 50% employer match about $136,609 at 4% or $91,073 at 6%; with 100% employer match about $102,457 at 4% or $68,305 at 6%. |
| 2012 | 1 | 25 | $699,648 | $241,592 | $9,664iApproximate average salary by contribution assumption: employee only about $241,592 at 4% or $161,061 at 6%; with 50% employer match about $161,061 at 4% or $107,374 at 6%; with 100% employer match about $120,796 at 4% or $80,531 at 6%. |
| Balentine Employee'S Savings Plan | - | 25 | $699,648 | $241,592 | $9,664iApproximate average salary by contribution assumption: employee only about $241,592 at 4% or $161,061 at 6%; with 50% employer match about $161,061 at 4% or $107,374 at 6%; with 100% employer match about $120,796 at 4% or $80,531 at 6%. |
| 2011 | 1 | 24 | $431,259 | $282,523 | $11,772iApproximate average salary by contribution assumption: employee only about $294,295 at 4% or $196,197 at 6%; with 50% employer match about $196,197 at 4% or $130,798 at 6%; with 100% employer match about $147,147 at 4% or $98,098 at 6%. |
| Balentine Employee'S Savings Plan | - | 24 | $431,259 | $282,523 | $11,772iApproximate average salary by contribution assumption: employee only about $294,295 at 4% or $196,197 at 6%; with 50% employer match about $196,197 at 4% or $130,798 at 6%; with 100% employer match about $147,147 at 4% or $98,098 at 6%. |
| 2010 | 1 | 18 | $156,178 | $154,282 | $8,571iApproximate average salary by contribution assumption: employee only about $214,281 at 4% or $142,854 at 6%; with 50% employer match about $142,854 at 4% or $95,236 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%. |
| Balentine Employee'S Savings Plan | - | 18 | $156,178 | $154,282 | $8,571iApproximate average salary by contribution assumption: employee only about $214,281 at 4% or $142,854 at 6%; with 50% employer match about $142,854 at 4% or $95,236 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%. |