Civic Intelligence

Jay E. Balasz, D.D.S.

Plan context: Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust

EIN 38-3145606 • Charlevoix, MI • 26 filings • 4 plans

707 Bridge StreetCharlevoix, MI 49720
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,214,381

2024 Contributions

$352,784

Historical Graphs

Total Assets Over Time

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

$3,214,381$1,607,191$0200020142024YearValue
$3,214,381Latest year 2024

Participants Over Time

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

1050200020132024YearValue
10Latest year 2024

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
2024210$3,214,381$352,784$35,278iApproximate average salary by contribution assumption: employee only about $881,960 at 4% or $587,973 at 6%; with 50% employer match about $587,973 at 4% or $391,982 at 6%; with 100% employer match about $440,980 at 4% or $293,987 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-10$2,543,910$14,196$1,420iApproximate average salary by contribution assumption: employee only about $35,490 at 4% or $23,660 at 6%; with 50% employer match about $23,660 at 4% or $15,773 at 6%; with 100% employer match about $17,745 at 4% or $11,830 at 6%.
Jay E. Balasz, D.D.S. Cash Balance Pension Plan and Trust-9$670,471$338,588$37,621iApproximate average salary by contribution assumption: employee only about $940,522 at 4% or $627,015 at 6%; with 50% employer match about $627,015 at 4% or $418,010 at 6%; with 100% employer match about $470,261 at 4% or $313,507 at 6%.
2023210$2,646,748$332,929$33,293iApproximate average salary by contribution assumption: employee only about $832,323 at 4% or $554,882 at 6%; with 50% employer match about $554,882 at 4% or $369,921 at 6%; with 100% employer match about $416,161 at 4% or $277,441 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-10$2,317,199$3,380$338iApproximate average salary by contribution assumption: employee only about $8,450 at 4% or $5,633 at 6%; with 50% employer match about $5,633 at 4% or $3,756 at 6%; with 100% employer match about $4,225 at 4% or $2,817 at 6%.
Jay E. Balasz, D.D.S. Cash Balance Pension Plan and Trust-9$329,549$329,549$36,617iApproximate average salary by contribution assumption: employee only about $915,414 at 4% or $610,276 at 6%; with 50% employer match about $610,276 at 4% or $406,851 at 6%; with 100% employer match about $457,707 at 4% or $305,138 at 6%.
202217$2,060,688$45,769$6,538iApproximate average salary by contribution assumption: employee only about $163,461 at 4% or $108,974 at 6%; with 50% employer match about $108,974 at 4% or $72,649 at 6%; with 100% employer match about $81,730 at 4% or $54,487 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-7$2,060,688$45,769$6,538iApproximate average salary by contribution assumption: employee only about $163,461 at 4% or $108,974 at 6%; with 50% employer match about $108,974 at 4% or $72,649 at 6%; with 100% employer match about $81,730 at 4% or $54,487 at 6%.
202115$2,376,028$65,371$13,074iApproximate average salary by contribution assumption: employee only about $326,855 at 4% or $217,903 at 6%; with 50% employer match about $217,903 at 4% or $145,269 at 6%; with 100% employer match about $163,428 at 4% or $108,952 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-5$2,376,028$65,371$13,074iApproximate average salary by contribution assumption: employee only about $326,855 at 4% or $217,903 at 6%; with 50% employer match about $217,903 at 4% or $145,269 at 6%; with 100% employer match about $163,428 at 4% or $108,952 at 6%.
202017$2,159,320$64,537$9,220iApproximate average salary by contribution assumption: employee only about $230,489 at 4% or $153,660 at 6%; with 50% employer match about $153,660 at 4% or $102,440 at 6%; with 100% employer match about $115,245 at 4% or $76,830 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-7$2,159,320$64,537$9,220iApproximate average salary by contribution assumption: employee only about $230,489 at 4% or $153,660 at 6%; with 50% employer match about $153,660 at 4% or $102,440 at 6%; with 100% employer match about $115,245 at 4% or $76,830 at 6%.
201918$2,056,543$74,170$9,271iApproximate average salary by contribution assumption: employee only about $231,781 at 4% or $154,521 at 6%; with 50% employer match about $154,521 at 4% or $103,014 at 6%; with 100% employer match about $115,891 at 4% or $77,260 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-8$2,056,543$74,170$9,271iApproximate average salary by contribution assumption: employee only about $231,781 at 4% or $154,521 at 6%; with 50% employer match about $154,521 at 4% or $103,014 at 6%; with 100% employer match about $115,891 at 4% or $77,260 at 6%.
201816$1,705,644$64,685$10,781iApproximate average salary by contribution assumption: employee only about $269,521 at 4% or $179,681 at 6%; with 50% employer match about $179,681 at 4% or $119,787 at 6%; with 100% employer match about $134,760 at 4% or $89,840 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-6$1,705,644$64,685$10,781iApproximate average salary by contribution assumption: employee only about $269,521 at 4% or $179,681 at 6%; with 50% employer match about $179,681 at 4% or $119,787 at 6%; with 100% employer match about $134,760 at 4% or $89,840 at 6%.
201717$1,775,538$71,062$10,152iApproximate average salary by contribution assumption: employee only about $253,793 at 4% or $169,195 at 6%; with 50% employer match about $169,195 at 4% or $112,797 at 6%; with 100% employer match about $126,896 at 4% or $84,598 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-7$1,775,538$71,062$10,152iApproximate average salary by contribution assumption: employee only about $253,793 at 4% or $169,195 at 6%; with 50% employer match about $169,195 at 4% or $112,797 at 6%; with 100% employer match about $126,896 at 4% or $84,598 at 6%.
201617$1,498,222$69,286$9,898iApproximate average salary by contribution assumption: employee only about $247,450 at 4% or $164,967 at 6%; with 50% employer match about $164,967 at 4% or $109,978 at 6%; with 100% employer match about $123,725 at 4% or $82,483 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-7$1,498,222$69,286$9,898iApproximate average salary by contribution assumption: employee only about $247,450 at 4% or $164,967 at 6%; with 50% employer match about $164,967 at 4% or $109,978 at 6%; with 100% employer match about $123,725 at 4% or $82,483 at 6%.
201516$1,347,695$63,883$10,647iApproximate average salary by contribution assumption: employee only about $266,179 at 4% or $177,453 at 6%; with 50% employer match about $177,453 at 4% or $118,302 at 6%; with 100% employer match about $133,090 at 4% or $88,726 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-6$1,347,695$63,883$10,647iApproximate average salary by contribution assumption: employee only about $266,179 at 4% or $177,453 at 6%; with 50% employer match about $177,453 at 4% or $118,302 at 6%; with 100% employer match about $133,090 at 4% or $88,726 at 6%.
201414$1,270,490$56,777$14,194iApproximate average salary by contribution assumption: employee only about $354,856 at 4% or $236,571 at 6%; with 50% employer match about $236,571 at 4% or $157,714 at 6%; with 100% employer match about $177,428 at 4% or $118,285 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-4$1,270,490$56,777$14,194iApproximate average salary by contribution assumption: employee only about $354,856 at 4% or $236,571 at 6%; with 50% employer match about $236,571 at 4% or $157,714 at 6%; with 100% employer match about $177,428 at 4% or $118,285 at 6%.
201315$1,248,604$55,748$11,150iApproximate average salary by contribution assumption: employee only about $278,740 at 4% or $185,827 at 6%; with 50% employer match about $185,827 at 4% or $123,884 at 6%; with 100% employer match about $139,370 at 4% or $92,913 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-5$1,248,604$55,748$11,150iApproximate average salary by contribution assumption: employee only about $278,740 at 4% or $185,827 at 6%; with 50% employer match about $185,827 at 4% or $123,884 at 6%; with 100% employer match about $139,370 at 4% or $92,913 at 6%.
201215$1,028,993$58,056$11,611iApproximate average salary by contribution assumption: employee only about $290,280 at 4% or $193,520 at 6%; with 50% employer match about $193,520 at 4% or $129,013 at 6%; with 100% employer match about $145,140 at 4% or $96,760 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-5$1,028,993$58,056$11,611iApproximate average salary by contribution assumption: employee only about $290,280 at 4% or $193,520 at 6%; with 50% employer match about $193,520 at 4% or $129,013 at 6%; with 100% employer match about $145,140 at 4% or $96,760 at 6%.
201115$895,464$52,313$10,463iApproximate average salary by contribution assumption: employee only about $261,565 at 4% or $174,377 at 6%; with 50% employer match about $174,377 at 4% or $116,251 at 6%; with 100% employer match about $130,783 at 4% or $87,188 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-5$895,464$52,313$10,463iApproximate average salary by contribution assumption: employee only about $261,565 at 4% or $174,377 at 6%; with 50% employer match about $174,377 at 4% or $116,251 at 6%; with 100% employer match about $130,783 at 4% or $87,188 at 6%.
201015$884,489$57,488$11,498iApproximate average salary by contribution assumption: employee only about $287,440 at 4% or $191,627 at 6%; with 50% employer match about $191,627 at 4% or $127,751 at 6%; with 100% employer match about $143,720 at 4% or $95,813 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-5$884,489$57,488$11,498iApproximate average salary by contribution assumption: employee only about $287,440 at 4% or $191,627 at 6%; with 50% employer match about $191,627 at 4% or $127,751 at 6%; with 100% employer match about $143,720 at 4% or $95,813 at 6%.
200915$789,526$55,679$11,136iApproximate average salary by contribution assumption: employee only about $278,395 at 4% or $185,597 at 6%; with 50% employer match about $185,597 at 4% or $123,731 at 6%; with 100% employer match about $139,198 at 4% or $92,798 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-5$789,526$55,679$11,136iApproximate average salary by contribution assumption: employee only about $278,395 at 4% or $185,597 at 6%; with 50% employer match about $185,597 at 4% or $123,731 at 6%; with 100% employer match about $139,198 at 4% or $92,798 at 6%.
200816$623,920$57,374$9,562iApproximate average salary by contribution assumption: employee only about $239,058 at 4% or $159,372 at 6%; with 50% employer match about $159,372 at 4% or $106,248 at 6%; with 100% employer match about $119,529 at 4% or $79,686 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-6$623,920$57,374$9,562iApproximate average salary by contribution assumption: employee only about $239,058 at 4% or $159,372 at 6%; with 50% employer match about $159,372 at 4% or $106,248 at 6%; with 100% employer match about $119,529 at 4% or $79,686 at 6%.
200710$0$0-
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-0---
200616$658,600$53,833$8,972iApproximate average salary by contribution assumption: employee only about $224,304 at 4% or $149,536 at 6%; with 50% employer match about $149,536 at 4% or $99,691 at 6%; with 100% employer match about $112,152 at 4% or $74,768 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-6$658,600$53,833$8,972iApproximate average salary by contribution assumption: employee only about $224,304 at 4% or $149,536 at 6%; with 50% employer match about $149,536 at 4% or $99,691 at 6%; with 100% employer match about $112,152 at 4% or $74,768 at 6%.
200516$536,467$53,261$8,877iApproximate average salary by contribution assumption: employee only about $221,921 at 4% or $147,947 at 6%; with 50% employer match about $147,947 at 4% or $98,631 at 6%; with 100% employer match about $110,960 at 4% or $73,974 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-6$536,467$53,261$8,877iApproximate average salary by contribution assumption: employee only about $221,921 at 4% or $147,947 at 6%; with 50% employer match about $147,947 at 4% or $98,631 at 6%; with 100% employer match about $110,960 at 4% or $73,974 at 6%.
200316$405,942$50,515$8,419iApproximate average salary by contribution assumption: employee only about $210,479 at 4% or $140,319 at 6%; with 50% employer match about $140,319 at 4% or $93,546 at 6%; with 100% employer match about $105,240 at 4% or $70,160 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-6$405,942$50,515$8,419iApproximate average salary by contribution assumption: employee only about $210,479 at 4% or $140,319 at 6%; with 50% employer match about $140,319 at 4% or $93,546 at 6%; with 100% employer match about $105,240 at 4% or $70,160 at 6%.
200218$277,009$44,164$5,521iApproximate average salary by contribution assumption: employee only about $138,013 at 4% or $92,008 at 6%; with 50% employer match about $92,008 at 4% or $61,339 at 6%; with 100% employer match about $69,006 at 4% or $46,004 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-8$277,009$44,164$5,521iApproximate average salary by contribution assumption: employee only about $138,013 at 4% or $92,008 at 6%; with 50% employer match about $92,008 at 4% or $61,339 at 6%; with 100% employer match about $69,006 at 4% or $46,004 at 6%.
200118$0$0-
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-8---
200018$318,886$46,641$5,830iApproximate average salary by contribution assumption: employee only about $145,753 at 4% or $97,169 at 6%; with 50% employer match about $97,169 at 4% or $64,779 at 6%; with 100% employer match about $72,877 at 4% or $48,584 at 6%.
Jay Balasz, D.D.S., Employee Profit Sharing Plan and Trust-8$318,886$46,641$5,830iApproximate average salary by contribution assumption: employee only about $145,753 at 4% or $97,169 at 6%; with 50% employer match about $97,169 at 4% or $64,779 at 6%; with 100% employer match about $72,877 at 4% or $48,584 at 6%.