Balance Inc.
Plan context: Balance Inc. Employe Stock Ownership Plan & Trust
EIN 36-3406529 • 10 filings • 2 plans
Current Snapshot
Latest Year
2008
2008 Participants
7
2008 Assets
$500
2008 Contributions
$60,864
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 7 | $0 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $500 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | $500 | - | - |
| 2005 | 1 | 7 | $528 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | $528 | - | - |
| 2004 | 1 | 7 | $528 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | $528 | - | - |
| 2003 | 1 | 7 | $1,015,000 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | $1,015,000 | - | - |
| 2002 | 1 | 7 | $0 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 7 | - | - | - |
| 1999 | 1 | 9 | $60,864 | $60,864 | $6,763iApproximate average salary by contribution assumption: employee only about $169,067 at 4% or $112,711 at 6%; with 50% employer match about $112,711 at 4% or $75,141 at 6%; with 100% employer match about $84,533 at 4% or $56,356 at 6%. |
| Balance Inc. Employe Stock Ownership Plan & Trust | - | 9 | $60,864 | $60,864 | $6,763iApproximate average salary by contribution assumption: employee only about $169,067 at 4% or $112,711 at 6%; with 50% employer match about $112,711 at 4% or $75,141 at 6%; with 100% employer match about $84,533 at 4% or $56,356 at 6%. |