Civic Intelligence

Ballentine Partners LLC

Plan context: Ballentine Partners LLC 401(K) Profit Sharing Plan

EIN 27-1557796 • Waltham, MA • 20 filings • 3 plans

230 Third Ave6th FloorWaltham, MA 02451
Current Snapshot

Latest Year

2024

2024 Participants

130

2024 Assets

$29,710,852

2024 Contributions

$2,517,640

Historical Graphs

Total Assets Over Time

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

$29,710,852$14,855,426$0201020172024YearValue
$29,710,852Latest year 2024

Participants Over Time

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

131660201020172024YearValue
130Latest 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
20243130$29,710,852$2,517,640$19,366iApproximate average salary by contribution assumption: employee only about $484,162 at 4% or $322,774 at 6%; with 50% employer match about $322,774 at 4% or $215,183 at 6%; with 100% employer match about $242,081 at 4% or $161,387 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-130$29,710,852$2,517,640$19,366iApproximate average salary by contribution assumption: employee only about $484,162 at 4% or $322,774 at 6%; with 50% employer match about $322,774 at 4% or $215,183 at 6%; with 100% employer match about $242,081 at 4% or $161,387 at 6%.
Ballentine Consolidated Welfare Benefit Plan-125---
Ballentine Consolidated Dental Plan-116---
20233121$25,361,885$2,434,108$20,117iApproximate average salary by contribution assumption: employee only about $502,915 at 4% or $335,277 at 6%; with 50% employer match about $335,277 at 4% or $223,518 at 6%; with 100% employer match about $251,457 at 4% or $167,638 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-121$25,361,885$2,434,108$20,117iApproximate average salary by contribution assumption: employee only about $502,915 at 4% or $335,277 at 6%; with 50% employer match about $335,277 at 4% or $223,518 at 6%; with 100% employer match about $251,457 at 4% or $167,638 at 6%.
Ballentine Consolidated Welfare Benefit Plan-115---
Ballentine Consolidated Dental Plan-106---
20222131$19,465,626$2,016,917$15,396iApproximate average salary by contribution assumption: employee only about $384,908 at 4% or $256,605 at 6%; with 50% employer match about $256,605 at 4% or $171,070 at 6%; with 100% employer match about $192,454 at 4% or $128,303 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-116$19,465,626$2,016,917$17,387iApproximate average salary by contribution assumption: employee only about $434,680 at 4% or $289,787 at 6%; with 50% employer match about $289,787 at 4% or $193,191 at 6%; with 100% employer match about $217,340 at 4% or $144,893 at 6%.
Ballentine Consolidated Welfare Benefit Plan-131---
20211104$21,705,711$2,532,879$24,355iApproximate average salary by contribution assumption: employee only about $608,865 at 4% or $405,910 at 6%; with 50% employer match about $405,910 at 4% or $270,607 at 6%; with 100% employer match about $304,433 at 4% or $202,955 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-104$21,705,711$2,532,879$24,355iApproximate average salary by contribution assumption: employee only about $608,865 at 4% or $405,910 at 6%; with 50% employer match about $405,910 at 4% or $270,607 at 6%; with 100% employer match about $304,433 at 4% or $202,955 at 6%.
2020190$16,810,359$1,361,444$15,127iApproximate average salary by contribution assumption: employee only about $378,179 at 4% or $252,119 at 6%; with 50% employer match about $252,119 at 4% or $168,080 at 6%; with 100% employer match about $189,089 at 4% or $126,060 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-90$16,810,359$1,361,444$15,127iApproximate average salary by contribution assumption: employee only about $378,179 at 4% or $252,119 at 6%; with 50% employer match about $252,119 at 4% or $168,080 at 6%; with 100% employer match about $189,089 at 4% or $126,060 at 6%.
2019188$13,437,227$1,231,762$13,997iApproximate average salary by contribution assumption: employee only about $349,932 at 4% or $233,288 at 6%; with 50% employer match about $233,288 at 4% or $155,526 at 6%; with 100% employer match about $174,966 at 4% or $116,644 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-88$13,437,227$1,231,762$13,997iApproximate average salary by contribution assumption: employee only about $349,932 at 4% or $233,288 at 6%; with 50% employer match about $233,288 at 4% or $155,526 at 6%; with 100% employer match about $174,966 at 4% or $116,644 at 6%.
2018176$10,595,848$1,101,944$14,499iApproximate average salary by contribution assumption: employee only about $362,482 at 4% or $241,654 at 6%; with 50% employer match about $241,654 at 4% or $161,103 at 6%; with 100% employer match about $181,241 at 4% or $120,827 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-76$10,595,848$1,101,944$14,499iApproximate average salary by contribution assumption: employee only about $362,482 at 4% or $241,654 at 6%; with 50% employer match about $241,654 at 4% or $161,103 at 6%; with 100% employer match about $181,241 at 4% or $120,827 at 6%.
2017179$10,562,182$962,941$12,189iApproximate average salary by contribution assumption: employee only about $304,728 at 4% or $203,152 at 6%; with 50% employer match about $203,152 at 4% or $135,435 at 6%; with 100% employer match about $152,364 at 4% or $101,576 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-79$10,562,182$962,941$12,189iApproximate average salary by contribution assumption: employee only about $304,728 at 4% or $203,152 at 6%; with 50% employer match about $203,152 at 4% or $135,435 at 6%; with 100% employer match about $152,364 at 4% or $101,576 at 6%.
2016174$8,803,871$1,108,801$14,984iApproximate average salary by contribution assumption: employee only about $374,595 at 4% or $249,730 at 6%; with 50% employer match about $249,730 at 4% or $166,487 at 6%; with 100% employer match about $187,297 at 4% or $124,865 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-74$8,803,871$1,108,801$14,984iApproximate average salary by contribution assumption: employee only about $374,595 at 4% or $249,730 at 6%; with 50% employer match about $249,730 at 4% or $166,487 at 6%; with 100% employer match about $187,297 at 4% or $124,865 at 6%.
2015163$7,111,854$927,914$14,729iApproximate average salary by contribution assumption: employee only about $368,220 at 4% or $245,480 at 6%; with 50% employer match about $245,480 at 4% or $163,653 at 6%; with 100% employer match about $184,110 at 4% or $122,740 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-63$7,111,854$927,914$14,729iApproximate average salary by contribution assumption: employee only about $368,220 at 4% or $245,480 at 6%; with 50% employer match about $245,480 at 4% or $163,653 at 6%; with 100% employer match about $184,110 at 4% or $122,740 at 6%.
2014157$6,926,849$650,314$11,409iApproximate average salary by contribution assumption: employee only about $285,225 at 4% or $190,150 at 6%; with 50% employer match about $190,150 at 4% or $126,767 at 6%; with 100% employer match about $142,613 at 4% or $95,075 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-57$6,926,849$650,314$11,409iApproximate average salary by contribution assumption: employee only about $285,225 at 4% or $190,150 at 6%; with 50% employer match about $190,150 at 4% or $126,767 at 6%; with 100% employer match about $142,613 at 4% or $95,075 at 6%.
2013153$6,315,213$577,735$10,901iApproximate average salary by contribution assumption: employee only about $272,517 at 4% or $181,678 at 6%; with 50% employer match about $181,678 at 4% or $121,118 at 6%; with 100% employer match about $136,258 at 4% or $90,839 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-53$6,315,213$577,735$10,901iApproximate average salary by contribution assumption: employee only about $272,517 at 4% or $181,678 at 6%; with 50% employer match about $181,678 at 4% or $121,118 at 6%; with 100% employer match about $136,258 at 4% or $90,839 at 6%.
2012145$4,999,469$559,301$12,429iApproximate average salary by contribution assumption: employee only about $310,723 at 4% or $207,149 at 6%; with 50% employer match about $207,149 at 4% or $138,099 at 6%; with 100% employer match about $155,361 at 4% or $103,574 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-45$4,999,469$559,301$12,429iApproximate average salary by contribution assumption: employee only about $310,723 at 4% or $207,149 at 6%; with 50% employer match about $207,149 at 4% or $138,099 at 6%; with 100% employer match about $155,361 at 4% or $103,574 at 6%.
2011142$3,955,142$478,881$11,402iApproximate average salary by contribution assumption: employee only about $285,048 at 4% or $190,032 at 6%; with 50% employer match about $190,032 at 4% or $126,688 at 6%; with 100% employer match about $142,524 at 4% or $95,016 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-42$3,955,142$478,881$11,402iApproximate average salary by contribution assumption: employee only about $285,048 at 4% or $190,032 at 6%; with 50% employer match about $190,032 at 4% or $126,688 at 6%; with 100% employer match about $142,524 at 4% or $95,016 at 6%.
2010142$3,954,337$355,337$8,460iApproximate average salary by contribution assumption: employee only about $211,510 at 4% or $141,007 at 6%; with 50% employer match about $141,007 at 4% or $94,004 at 6%; with 100% employer match about $105,755 at 4% or $70,503 at 6%.
Ballentine Partners LLC 401(K) Profit Sharing Plan-42$3,954,337$355,337$8,460iApproximate average salary by contribution assumption: employee only about $211,510 at 4% or $141,007 at 6%; with 50% employer match about $141,007 at 4% or $94,004 at 6%; with 100% employer match about $105,755 at 4% or $70,503 at 6%.