Civic Intelligence

Robert G. Balen Ltd.

Plan context: Robert G. Balen 401K Plan

EIN 37-1051736 • 5 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$133,727

2008 Contributions

$15,947

Historical Graphs

Total Assets Over Time

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

$186,000$93,000$0200420062008YearValue
$133,727Latest year 2008

Participants Over Time

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

420200420062008YearValue
4Latest 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
200814$133,727$15,947$3,987iApproximate average salary by contribution assumption: employee only about $99,669 at 4% or $66,446 at 6%; with 50% employer match about $66,446 at 4% or $44,297 at 6%; with 100% employer match about $49,834 at 4% or $33,223 at 6%.
Robert G. Balen 401K Plan-4$133,727$15,947$3,987iApproximate average salary by contribution assumption: employee only about $99,669 at 4% or $66,446 at 6%; with 50% employer match about $66,446 at 4% or $44,297 at 6%; with 100% employer match about $49,834 at 4% or $33,223 at 6%.
200713$186,000$15,640$5,213iApproximate average salary by contribution assumption: employee only about $130,333 at 4% or $86,889 at 6%; with 50% employer match about $86,889 at 4% or $57,926 at 6%; with 100% employer match about $65,167 at 4% or $43,444 at 6%.
Robert G. Balen 401K Plan-3$186,000$15,640$5,213iApproximate average salary by contribution assumption: employee only about $130,333 at 4% or $86,889 at 6%; with 50% employer match about $86,889 at 4% or $57,926 at 6%; with 100% employer match about $65,167 at 4% or $43,444 at 6%.
200613$164,472$53,128$17,709iApproximate average salary by contribution assumption: employee only about $442,733 at 4% or $295,156 at 6%; with 50% employer match about $295,156 at 4% or $196,770 at 6%; with 100% employer match about $221,367 at 4% or $147,578 at 6%.
Robert G. Balen 401K Plan-3$164,472$53,128$17,709iApproximate average salary by contribution assumption: employee only about $442,733 at 4% or $295,156 at 6%; with 50% employer match about $295,156 at 4% or $196,770 at 6%; with 100% employer match about $221,367 at 4% or $147,578 at 6%.
200513$97,642$46,631$15,544iApproximate average salary by contribution assumption: employee only about $388,592 at 4% or $259,061 at 6%; with 50% employer match about $259,061 at 4% or $172,707 at 6%; with 100% employer match about $194,296 at 4% or $129,531 at 6%.
Robert G. Balen 401K Plan-3$97,642$46,631$15,544iApproximate average salary by contribution assumption: employee only about $388,592 at 4% or $259,061 at 6%; with 50% employer match about $259,061 at 4% or $172,707 at 6%; with 100% employer match about $194,296 at 4% or $129,531 at 6%.
200413$45,980$45,922$15,307iApproximate average salary by contribution assumption: employee only about $382,683 at 4% or $255,122 at 6%; with 50% employer match about $255,122 at 4% or $170,081 at 6%; with 100% employer match about $191,342 at 4% or $127,561 at 6%.
Robert G. Balen 401K Plan-3$45,980$45,922$15,307iApproximate average salary by contribution assumption: employee only about $382,683 at 4% or $255,122 at 6%; with 50% employer match about $255,122 at 4% or $170,081 at 6%; with 100% employer match about $191,342 at 4% or $127,561 at 6%.