Civic Intelligence

Balfour Macdonald & Olmsted, A.P.C.

Plan context: Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.

EIN 33-6170849 • Costa Mesa, CA • 11 filings • 2 plans

P. O. Box 2683Costa Mesa, CA 92683-2683
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$1,163,620

2009 Contributions

$5,124

Historical Graphs

Total Assets Over Time

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

$1,163,620$581,810$0199920032008YearValue
$1,163,620Latest year 2008

Participants Over Time

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

630199920042008YearValue
3Latest year 2008

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
200910$0$0-
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-0$0$0-
200813$1,163,620$5,124$1,708iApproximate average salary by contribution assumption: employee only about $42,700 at 4% or $28,467 at 6%; with 50% employer match about $28,467 at 4% or $18,978 at 6%; with 100% employer match about $21,350 at 4% or $14,233 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-3$1,163,620$5,124$1,708iApproximate average salary by contribution assumption: employee only about $42,700 at 4% or $28,467 at 6%; with 50% employer match about $28,467 at 4% or $18,978 at 6%; with 100% employer match about $21,350 at 4% or $14,233 at 6%.
200713$0$0-
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-3---
200614$1,162,398$124,483$31,121iApproximate average salary by contribution assumption: employee only about $778,019 at 4% or $518,679 at 6%; with 50% employer match about $518,679 at 4% or $345,786 at 6%; with 100% employer match about $389,009 at 4% or $259,340 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-4$1,162,398$124,483$31,121iApproximate average salary by contribution assumption: employee only about $778,019 at 4% or $518,679 at 6%; with 50% employer match about $518,679 at 4% or $345,786 at 6%; with 100% employer match about $389,009 at 4% or $259,340 at 6%.
200514$1,077,033$119,453$29,863iApproximate average salary by contribution assumption: employee only about $746,581 at 4% or $497,721 at 6%; with 50% employer match about $497,721 at 4% or $331,814 at 6%; with 100% employer match about $373,291 at 4% or $248,860 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-4$1,077,033$119,453$29,863iApproximate average salary by contribution assumption: employee only about $746,581 at 4% or $497,721 at 6%; with 50% employer match about $497,721 at 4% or $331,814 at 6%; with 100% employer match about $373,291 at 4% or $248,860 at 6%.
200415$903,060$112,812$22,562iApproximate average salary by contribution assumption: employee only about $564,060 at 4% or $376,040 at 6%; with 50% employer match about $376,040 at 4% or $250,693 at 6%; with 100% employer match about $282,030 at 4% or $188,020 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-5$903,060$112,812$22,562iApproximate average salary by contribution assumption: employee only about $564,060 at 4% or $376,040 at 6%; with 50% employer match about $376,040 at 4% or $250,693 at 6%; with 100% employer match about $282,030 at 4% or $188,020 at 6%.
200315$733,084$119,183$23,837iApproximate average salary by contribution assumption: employee only about $595,915 at 4% or $397,277 at 6%; with 50% employer match about $397,277 at 4% or $264,851 at 6%; with 100% employer match about $297,958 at 4% or $198,638 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-5$733,084$119,183$23,837iApproximate average salary by contribution assumption: employee only about $595,915 at 4% or $397,277 at 6%; with 50% employer match about $397,277 at 4% or $264,851 at 6%; with 100% employer match about $297,958 at 4% or $198,638 at 6%.
200216$533,267$112,918$18,820iApproximate average salary by contribution assumption: employee only about $470,492 at 4% or $313,661 at 6%; with 50% employer match about $313,661 at 4% or $209,107 at 6%; with 100% employer match about $235,246 at 4% or $156,831 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-6$533,267$112,918$18,820iApproximate average salary by contribution assumption: employee only about $470,492 at 4% or $313,661 at 6%; with 50% employer match about $313,661 at 4% or $209,107 at 6%; with 100% employer match about $235,246 at 4% or $156,831 at 6%.
200115$519,317$72,929$14,586iApproximate average salary by contribution assumption: employee only about $364,645 at 4% or $243,097 at 6%; with 50% employer match about $243,097 at 4% or $162,064 at 6%; with 100% employer match about $182,323 at 4% or $121,548 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-5$519,317$72,929$14,586iApproximate average salary by contribution assumption: employee only about $364,645 at 4% or $243,097 at 6%; with 50% employer match about $243,097 at 4% or $162,064 at 6%; with 100% employer match about $182,323 at 4% or $121,548 at 6%.
200014$551,863$70,387$17,597iApproximate average salary by contribution assumption: employee only about $439,919 at 4% or $293,279 at 6%; with 50% employer match about $293,279 at 4% or $195,519 at 6%; with 100% employer match about $219,959 at 4% or $146,640 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-4$551,863$70,387$17,597iApproximate average salary by contribution assumption: employee only about $439,919 at 4% or $293,279 at 6%; with 50% employer match about $293,279 at 4% or $195,519 at 6%; with 100% employer match about $219,959 at 4% or $146,640 at 6%.
199916$533,160$76,303$12,717iApproximate average salary by contribution assumption: employee only about $317,929 at 4% or $211,953 at 6%; with 50% employer match about $211,953 at 4% or $141,302 at 6%; with 100% employer match about $158,965 at 4% or $105,976 at 6%.
Balfour Macdonald Olmsted, A.P.C. Employee Sav. & Profit Sh.-6$533,160$76,303$12,717iApproximate average salary by contribution assumption: employee only about $317,929 at 4% or $211,953 at 6%; with 50% employer match about $211,953 at 4% or $141,302 at 6%; with 100% employer match about $158,965 at 4% or $105,976 at 6%.