R L Balconi Co
Plan context: R L Balconi Co Profit Sharing Plan
EIN 38-2206462 • Ishpeming, MI • 30 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$599,754
2024 Contributions
$162,058
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $599,754 | $162,058 | $40,515iApproximate average salary by contribution assumption: employee only about $1,012,863 at 4% or $675,242 at 6%; with 50% employer match about $675,242 at 4% or $450,161 at 6%; with 100% employer match about $506,431 at 4% or $337,621 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $599,754 | $162,058 | $40,515iApproximate average salary by contribution assumption: employee only about $1,012,863 at 4% or $675,242 at 6%; with 50% employer match about $675,242 at 4% or $450,161 at 6%; with 100% employer match about $506,431 at 4% or $337,621 at 6%. |
| 2023 | 1 | 4 | $2,365,835 | $139,775 | $34,944iApproximate average salary by contribution assumption: employee only about $873,594 at 4% or $582,396 at 6%; with 50% employer match about $582,396 at 4% or $388,264 at 6%; with 100% employer match about $436,797 at 4% or $291,198 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $2,365,835 | $139,775 | $34,944iApproximate average salary by contribution assumption: employee only about $873,594 at 4% or $582,396 at 6%; with 50% employer match about $582,396 at 4% or $388,264 at 6%; with 100% employer match about $436,797 at 4% or $291,198 at 6%. |
| 2022 | 1 | 3 | $1,912,163 | $54,050 | $18,017iApproximate average salary by contribution assumption: employee only about $450,417 at 4% or $300,278 at 6%; with 50% employer match about $300,278 at 4% or $200,185 at 6%; with 100% employer match about $225,208 at 4% or $150,139 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $1,912,163 | $54,050 | $18,017iApproximate average salary by contribution assumption: employee only about $450,417 at 4% or $300,278 at 6%; with 50% employer match about $300,278 at 4% or $200,185 at 6%; with 100% employer match about $225,208 at 4% or $150,139 at 6%. |
| 2021 | 1 | 4 | $2,683,642 | $145,840 | $36,460iApproximate average salary by contribution assumption: employee only about $911,500 at 4% or $607,667 at 6%; with 50% employer match about $607,667 at 4% or $405,111 at 6%; with 100% employer match about $455,750 at 4% or $303,833 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $2,683,642 | $145,840 | $36,460iApproximate average salary by contribution assumption: employee only about $911,500 at 4% or $607,667 at 6%; with 50% employer match about $607,667 at 4% or $405,111 at 6%; with 100% employer match about $455,750 at 4% or $303,833 at 6%. |
| 2020 | 1 | 4 | $2,258,297 | $103,950 | $25,988iApproximate average salary by contribution assumption: employee only about $649,688 at 4% or $433,125 at 6%; with 50% employer match about $433,125 at 4% or $288,750 at 6%; with 100% employer match about $324,844 at 4% or $216,563 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $2,258,297 | $103,950 | $25,988iApproximate average salary by contribution assumption: employee only about $649,688 at 4% or $433,125 at 6%; with 50% employer match about $433,125 at 4% or $288,750 at 6%; with 100% employer match about $324,844 at 4% or $216,563 at 6%. |
| 2019 | 1 | 4 | $1,889,316 | $98,781 | $24,695iApproximate average salary by contribution assumption: employee only about $617,381 at 4% or $411,588 at 6%; with 50% employer match about $411,588 at 4% or $274,392 at 6%; with 100% employer match about $308,691 at 4% or $205,794 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $1,889,316 | $98,781 | $24,695iApproximate average salary by contribution assumption: employee only about $617,381 at 4% or $411,588 at 6%; with 50% employer match about $411,588 at 4% or $274,392 at 6%; with 100% employer match about $308,691 at 4% or $205,794 at 6%. |
| 2018 | 1 | 3 | $1,476,281 | $35,108 | $11,703iApproximate average salary by contribution assumption: employee only about $292,567 at 4% or $195,044 at 6%; with 50% employer match about $195,044 at 4% or $130,030 at 6%; with 100% employer match about $146,283 at 4% or $97,522 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $1,476,281 | $35,108 | $11,703iApproximate average salary by contribution assumption: employee only about $292,567 at 4% or $195,044 at 6%; with 50% employer match about $195,044 at 4% or $130,030 at 6%; with 100% employer match about $146,283 at 4% or $97,522 at 6%. |
| 2017 | 1 | 3 | $1,568,993 | $24,223 | $8,074iApproximate average salary by contribution assumption: employee only about $201,858 at 4% or $134,572 at 6%; with 50% employer match about $134,572 at 4% or $89,715 at 6%; with 100% employer match about $100,929 at 4% or $67,286 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $1,568,993 | $24,223 | $8,074iApproximate average salary by contribution assumption: employee only about $201,858 at 4% or $134,572 at 6%; with 50% employer match about $134,572 at 4% or $89,715 at 6%; with 100% employer match about $100,929 at 4% or $67,286 at 6%. |
| 2016 | 1 | 2 | $1,316,437 | $0 | - |
| R L Balconi Co Profit Sharing Plan | - | 2 | $1,316,437 | - | - |
| 2015 | 1 | 5 | $1,523,134 | $129,901 | $25,980iApproximate average salary by contribution assumption: employee only about $649,505 at 4% or $433,003 at 6%; with 50% employer match about $433,003 at 4% or $288,669 at 6%; with 100% employer match about $324,753 at 4% or $216,502 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 5 | $1,523,134 | $129,901 | $25,980iApproximate average salary by contribution assumption: employee only about $649,505 at 4% or $433,003 at 6%; with 50% employer match about $433,003 at 4% or $288,669 at 6%; with 100% employer match about $324,753 at 4% or $216,502 at 6%. |
| 2013 | 1 | 5 | $1,238,416 | $126,992 | $25,398iApproximate average salary by contribution assumption: employee only about $634,960 at 4% or $423,307 at 6%; with 50% employer match about $423,307 at 4% or $282,204 at 6%; with 100% employer match about $317,480 at 4% or $211,653 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 5 | $1,238,416 | $126,992 | $25,398iApproximate average salary by contribution assumption: employee only about $634,960 at 4% or $423,307 at 6%; with 50% employer match about $423,307 at 4% or $282,204 at 6%; with 100% employer match about $317,480 at 4% or $211,653 at 6%. |
| 2012 | 1 | 5 | $1,047,373 | $129,798 | $25,960iApproximate average salary by contribution assumption: employee only about $648,990 at 4% or $432,660 at 6%; with 50% employer match about $432,660 at 4% or $288,440 at 6%; with 100% employer match about $324,495 at 4% or $216,330 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 5 | $1,047,373 | $129,798 | $25,960iApproximate average salary by contribution assumption: employee only about $648,990 at 4% or $432,660 at 6%; with 50% employer match about $432,660 at 4% or $288,440 at 6%; with 100% employer match about $324,495 at 4% or $216,330 at 6%. |
| 2011 | 1 | 4 | $1,127,692 | $126,237 | $31,559iApproximate average salary by contribution assumption: employee only about $788,981 at 4% or $525,988 at 6%; with 50% employer match about $525,988 at 4% or $350,658 at 6%; with 100% employer match about $394,491 at 4% or $262,994 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $1,127,692 | $126,237 | $31,559iApproximate average salary by contribution assumption: employee only about $788,981 at 4% or $525,988 at 6%; with 50% employer match about $525,988 at 4% or $350,658 at 6%; with 100% employer match about $394,491 at 4% or $262,994 at 6%. |
| 2010 | 1 | 3 | $1,270,076 | $118,932 | $39,644iApproximate average salary by contribution assumption: employee only about $991,100 at 4% or $660,733 at 6%; with 50% employer match about $660,733 at 4% or $440,489 at 6%; with 100% employer match about $495,550 at 4% or $330,367 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $1,270,076 | $118,932 | $39,644iApproximate average salary by contribution assumption: employee only about $991,100 at 4% or $660,733 at 6%; with 50% employer match about $660,733 at 4% or $440,489 at 6%; with 100% employer match about $495,550 at 4% or $330,367 at 6%. |
| 2009 | 1 | 3 | $1,195,362 | $118,932 | $39,644iApproximate average salary by contribution assumption: employee only about $991,100 at 4% or $660,733 at 6%; with 50% employer match about $660,733 at 4% or $440,489 at 6%; with 100% employer match about $495,550 at 4% or $330,367 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $1,195,362 | $118,932 | $39,644iApproximate average salary by contribution assumption: employee only about $991,100 at 4% or $660,733 at 6%; with 50% employer match about $660,733 at 4% or $440,489 at 6%; with 100% employer match about $495,550 at 4% or $330,367 at 6%. |
| 2008 | 1 | 3 | $844,329 | $108,208 | $36,069iApproximate average salary by contribution assumption: employee only about $901,733 at 4% or $601,156 at 6%; with 50% employer match about $601,156 at 4% or $400,770 at 6%; with 100% employer match about $450,867 at 4% or $300,578 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $844,329 | $108,208 | $36,069iApproximate average salary by contribution assumption: employee only about $901,733 at 4% or $601,156 at 6%; with 50% employer match about $601,156 at 4% or $400,770 at 6%; with 100% employer match about $450,867 at 4% or $300,578 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| R L Balconi Co Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $1,058,354 | $99,144 | $24,786iApproximate average salary by contribution assumption: employee only about $619,650 at 4% or $413,100 at 6%; with 50% employer match about $413,100 at 4% or $275,400 at 6%; with 100% employer match about $309,825 at 4% or $206,550 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $1,058,354 | $99,144 | $24,786iApproximate average salary by contribution assumption: employee only about $619,650 at 4% or $413,100 at 6%; with 50% employer match about $413,100 at 4% or $275,400 at 6%; with 100% employer match about $309,825 at 4% or $206,550 at 6%. |
| 2005 | 1 | 4 | $840,742 | $93,589 | $23,397iApproximate average salary by contribution assumption: employee only about $584,931 at 4% or $389,954 at 6%; with 50% employer match about $389,954 at 4% or $259,969 at 6%; with 100% employer match about $292,466 at 4% or $194,977 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $840,742 | $93,589 | $23,397iApproximate average salary by contribution assumption: employee only about $584,931 at 4% or $389,954 at 6%; with 50% employer match about $389,954 at 4% or $259,969 at 6%; with 100% employer match about $292,466 at 4% or $194,977 at 6%. |
| 2004 | 1 | 4 | $678,919 | $87,353 | $21,838iApproximate average salary by contribution assumption: employee only about $545,956 at 4% or $363,971 at 6%; with 50% employer match about $363,971 at 4% or $242,647 at 6%; with 100% employer match about $272,978 at 4% or $181,985 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $678,919 | $87,353 | $21,838iApproximate average salary by contribution assumption: employee only about $545,956 at 4% or $363,971 at 6%; with 50% employer match about $363,971 at 4% or $242,647 at 6%; with 100% employer match about $272,978 at 4% or $181,985 at 6%. |
| 2003 | 2 | 3 | $534,899 | $86,822 | $28,941iApproximate average salary by contribution assumption: employee only about $723,517 at 4% or $482,344 at 6%; with 50% employer match about $482,344 at 4% or $321,563 at 6%; with 100% employer match about $361,758 at 4% or $241,172 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $534,899 | $86,822 | $28,941iApproximate average salary by contribution assumption: employee only about $723,517 at 4% or $482,344 at 6%; with 50% employer match about $482,344 at 4% or $321,563 at 6%; with 100% employer match about $361,758 at 4% or $241,172 at 6%. |
| R L Balconi Co Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 3 | $384,997 | $84,604 | $28,201iApproximate average salary by contribution assumption: employee only about $705,033 at 4% or $470,022 at 6%; with 50% employer match about $470,022 at 4% or $313,348 at 6%; with 100% employer match about $352,517 at 4% or $235,011 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 3 | $288,165 | $63,244 | $21,081iApproximate average salary by contribution assumption: employee only about $527,033 at 4% or $351,356 at 6%; with 50% employer match about $351,356 at 4% or $234,237 at 6%; with 100% employer match about $263,517 at 4% or $175,678 at 6%. |
| R L Balconi Co Money Purchase Pension Plan | - | 3 | $96,832 | $21,360 | $7,120iApproximate average salary by contribution assumption: employee only about $178,000 at 4% or $118,667 at 6%; with 50% employer match about $118,667 at 4% or $79,111 at 6%; with 100% employer match about $89,000 at 4% or $59,333 at 6%. |
| 2001 | 2 | 4 | $367,060 | $77,128 | $19,282iApproximate average salary by contribution assumption: employee only about $482,050 at 4% or $321,367 at 6%; with 50% employer match about $321,367 at 4% or $214,244 at 6%; with 100% employer match about $241,025 at 4% or $160,683 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $275,536 | $60,888 | $15,222iApproximate average salary by contribution assumption: employee only about $380,550 at 4% or $253,700 at 6%; with 50% employer match about $253,700 at 4% or $169,133 at 6%; with 100% employer match about $190,275 at 4% or $126,850 at 6%. |
| R L Balconi Co Money Purchase Pension Plan | - | 4 | $91,524 | $16,240 | $4,060iApproximate average salary by contribution assumption: employee only about $101,500 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,111 at 6%; with 100% employer match about $50,750 at 4% or $33,833 at 6%. |
| 2000 | 2 | 4 | $349,864 | $68,328 | $17,082iApproximate average salary by contribution assumption: employee only about $427,050 at 4% or $284,700 at 6%; with 50% employer match about $284,700 at 4% or $189,800 at 6%; with 100% employer match about $213,525 at 4% or $142,350 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $256,912 | $48,556 | $12,139iApproximate average salary by contribution assumption: employee only about $303,475 at 4% or $202,317 at 6%; with 50% employer match about $202,317 at 4% or $134,878 at 6%; with 100% employer match about $151,738 at 4% or $101,158 at 6%. |
| R L Balconi Co Money Purchase Pension Plan | - | 4 | $92,952 | $19,772 | $4,943iApproximate average salary by contribution assumption: employee only about $123,575 at 4% or $82,383 at 6%; with 50% employer match about $82,383 at 4% or $54,922 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%. |
| 1999 | 2 | 4 | $361,973 | $69,414 | $17,354iApproximate average salary by contribution assumption: employee only about $433,838 at 4% or $289,225 at 6%; with 50% employer match about $289,225 at 4% or $192,817 at 6%; with 100% employer match about $216,919 at 4% or $144,613 at 6%. |
| R L Balconi Co Profit Sharing Plan | - | 4 | $268,162 | $50,542 | $12,636iApproximate average salary by contribution assumption: employee only about $315,888 at 4% or $210,592 at 6%; with 50% employer match about $210,592 at 4% or $140,394 at 6%; with 100% employer match about $157,944 at 4% or $105,296 at 6%. |
| R L Balconi Co Money Purchase Pension Plan | - | 4 | $93,811 | $18,872 | $4,718iApproximate average salary by contribution assumption: employee only about $117,950 at 4% or $78,633 at 6%; with 50% employer match about $78,633 at 4% or $52,422 at 6%; with 100% employer match about $58,975 at 4% or $39,317 at 6%. |