Civic Intelligence

Brian Balser Co. Lpa

Plan context: Brian K. Balser Co., Lpa P/S Plan & Trust

EIN 34-1714756 • Grafton, OH • 27 filings • 7 plans

37521 Eagle Nest DrGrafton, OH 44044-9790
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,808,237

2023 Contributions

$37,500

Historical Graphs

Total Assets Over Time

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

$1,853,883$926,942$0200020132023YearValue
$1,808,237Latest year 2023

Participants Over Time

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

420200020122023YearValue
2Latest year 2023

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
202312$1,808,237$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-2$1,808,237--
202212$1,507,693$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-2$1,507,693--
202112$1,853,883$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-2$1,853,883$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
202012$1,515,075$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-2$1,515,075$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
201912$1,329,931$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-2$1,329,931$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201811$1,085,810$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-1$1,085,810--
201711$1,068,223$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-1$1,068,223--
201611$878,873$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-1$878,873--
201512$878,873$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-2$878,873--
201413$1,038,440$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,038,440--
201313$1,035,519$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,035,519--
201213$1,027,623$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,027,623--
201113$1,036,875$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,036,875--
201013$1,071,440$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,071,440--
200913$1,070,089$103,872$34,624iApproximate average salary by contribution assumption: employee only about $865,600 at 4% or $577,067 at 6%; with 50% employer match about $577,067 at 4% or $384,711 at 6%; with 100% employer match about $432,800 at 4% or $288,533 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,070,089$103,872$34,624iApproximate average salary by contribution assumption: employee only about $865,600 at 4% or $577,067 at 6%; with 50% employer match about $577,067 at 4% or $384,711 at 6%; with 100% employer match about $432,800 at 4% or $288,533 at 6%.
200813$966,972$95,708$31,903iApproximate average salary by contribution assumption: employee only about $797,567 at 4% or $531,711 at 6%; with 50% employer match about $531,711 at 4% or $354,474 at 6%; with 100% employer match about $398,783 at 4% or $265,856 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$966,972$95,708$31,903iApproximate average salary by contribution assumption: employee only about $797,567 at 4% or $531,711 at 6%; with 50% employer match about $531,711 at 4% or $354,474 at 6%; with 100% employer match about $398,783 at 4% or $265,856 at 6%.
200713$1,077,024$95,981$31,994iApproximate average salary by contribution assumption: employee only about $799,842 at 4% or $533,228 at 6%; with 50% employer match about $533,228 at 4% or $355,485 at 6%; with 100% employer match about $399,921 at 4% or $266,614 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,077,024$95,981$31,994iApproximate average salary by contribution assumption: employee only about $799,842 at 4% or $533,228 at 6%; with 50% employer match about $533,228 at 4% or $355,485 at 6%; with 100% employer match about $399,921 at 4% or $266,614 at 6%.
200613$1,161,547$48,283$16,094iApproximate average salary by contribution assumption: employee only about $402,358 at 4% or $268,239 at 6%; with 50% employer match about $268,239 at 4% or $178,826 at 6%; with 100% employer match about $201,179 at 4% or $134,119 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$1,161,547$48,283$16,094iApproximate average salary by contribution assumption: employee only about $402,358 at 4% or $268,239 at 6%; with 50% employer match about $268,239 at 4% or $178,826 at 6%; with 100% employer match about $201,179 at 4% or $134,119 at 6%.
200513$718,308$89,691$29,897iApproximate average salary by contribution assumption: employee only about $747,425 at 4% or $498,283 at 6%; with 50% employer match about $498,283 at 4% or $332,189 at 6%; with 100% employer match about $373,713 at 4% or $249,142 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$718,308$89,691$29,897iApproximate average salary by contribution assumption: employee only about $747,425 at 4% or $498,283 at 6%; with 50% employer match about $498,283 at 4% or $332,189 at 6%; with 100% employer match about $373,713 at 4% or $249,142 at 6%.
200412$0$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-2---
200313$725,282$72,018$24,006iApproximate average salary by contribution assumption: employee only about $600,150 at 4% or $400,100 at 6%; with 50% employer match about $400,100 at 4% or $266,733 at 6%; with 100% employer match about $300,075 at 4% or $200,050 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$725,282$72,018$24,006iApproximate average salary by contribution assumption: employee only about $600,150 at 4% or $400,100 at 6%; with 50% employer match about $400,100 at 4% or $266,733 at 6%; with 100% employer match about $300,075 at 4% or $200,050 at 6%.
200224$576,209$340,023$85,006iApproximate average salary by contribution assumption: employee only about $2,125,144 at 4% or $1,416,763 at 6%; with 50% employer match about $1,416,763 at 4% or $944,508 at 6%; with 100% employer match about $1,062,572 at 4% or $708,381 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-4$576,209$340,023$85,006iApproximate average salary by contribution assumption: employee only about $2,125,144 at 4% or $1,416,763 at 6%; with 50% employer match about $1,416,763 at 4% or $944,508 at 6%; with 100% employer match about $1,062,572 at 4% or $708,381 at 6%.
BRIAN K BALSER CO LPA MONEY PURCHASE PLAN AND TRUST-3---
200123$0$0-
Brian K. Balser Co., Lpa P/S Plan & Trust-3---
BRIAN K BALSER CO LPA MONEY PURCHASE PLAN AND TRUST-3---
200023$434,990$17,708$5,903iApproximate average salary by contribution assumption: employee only about $147,567 at 4% or $98,378 at 6%; with 50% employer match about $98,378 at 4% or $65,585 at 6%; with 100% employer match about $73,783 at 4% or $49,189 at 6%.
BRIAN K. BALSER CO., LPA MONEY PURCHASE PLAN AND TRUST-3$217,834$7,083$2,361iApproximate average salary by contribution assumption: employee only about $59,025 at 4% or $39,350 at 6%; with 50% employer match about $39,350 at 4% or $26,233 at 6%; with 100% employer match about $29,513 at 4% or $19,675 at 6%.
Brian K. Balser Co., Lpa P/S Plan & Trust-3$217,156$10,625$3,542iApproximate average salary by contribution assumption: employee only about $88,542 at 4% or $59,028 at 6%; with 50% employer match about $59,028 at 4% or $39,352 at 6%; with 100% employer match about $44,271 at 4% or $29,514 at 6%.