Civic Intelligence

BALANCE, INC.

Plan context: BALANCE, INC. 401(K) PLAN

EIN 39-1771303 • Grafton, WI • 6 filings • 1 plans

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1350 14th Avenue #4Grafton, WI 53024
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$640,506

2025 Contributions

$90,128

Historical Graphs

Total Assets Over Time

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

$640,506$320,253$0202020232025YearValue
$640,506Latest year 2025

Participants Over Time

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

27140202020232025YearValue
23Latest year 2025

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
2025123$640,506$90,128$3,919iApproximate average salary by contribution assumption: employee only about $97,965 at 4% or $65,310 at 6%; with 50% employer match about $65,310 at 4% or $43,540 at 6%; with 100% employer match about $48,983 at 4% or $32,655 at 6%.
BALANCE, INC. 401(K) PLAN-23$640,506$90,128$3,919iApproximate average salary by contribution assumption: employee only about $97,965 at 4% or $65,310 at 6%; with 50% employer match about $65,310 at 4% or $43,540 at 6%; with 100% employer match about $48,983 at 4% or $32,655 at 6%.
2024124$485,433$93,032$3,876iApproximate average salary by contribution assumption: employee only about $96,908 at 4% or $64,606 at 6%; with 50% employer match about $64,606 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,303 at 6%.
BALANCE, INC. 401(K) PLAN-24$485,433$93,032$3,876iApproximate average salary by contribution assumption: employee only about $96,908 at 4% or $64,606 at 6%; with 50% employer match about $64,606 at 4% or $43,070 at 6%; with 100% employer match about $48,454 at 4% or $32,303 at 6%.
2023125$512,793$151,632$6,065iApproximate average salary by contribution assumption: employee only about $151,632 at 4% or $101,088 at 6%; with 50% employer match about $101,088 at 4% or $67,392 at 6%; with 100% employer match about $75,816 at 4% or $50,544 at 6%.
BALANCE, INC. 401(K) PLAN-25$512,793$151,632$6,065iApproximate average salary by contribution assumption: employee only about $151,632 at 4% or $101,088 at 6%; with 50% employer match about $101,088 at 4% or $67,392 at 6%; with 100% employer match about $75,816 at 4% or $50,544 at 6%.
2022121$301,986$97,784$4,656iApproximate average salary by contribution assumption: employee only about $116,410 at 4% or $77,606 at 6%; with 50% employer match about $77,606 at 4% or $51,738 at 6%; with 100% employer match about $58,205 at 4% or $38,803 at 6%.
BALANCE, INC. 401(K) PLAN-21$301,986$97,784$4,656iApproximate average salary by contribution assumption: employee only about $116,410 at 4% or $77,606 at 6%; with 50% employer match about $77,606 at 4% or $51,738 at 6%; with 100% employer match about $58,205 at 4% or $38,803 at 6%.
2021125$282,315$158,145$6,326iApproximate average salary by contribution assumption: employee only about $158,145 at 4% or $105,430 at 6%; with 50% employer match about $105,430 at 4% or $70,287 at 6%; with 100% employer match about $79,073 at 4% or $52,715 at 6%.
BALANCE, INC. 401(K) PLAN-25$282,315$158,145$6,326iApproximate average salary by contribution assumption: employee only about $158,145 at 4% or $105,430 at 6%; with 50% employer match about $105,430 at 4% or $70,287 at 6%; with 100% employer match about $79,073 at 4% or $52,715 at 6%.
2020127$116,757$106,765$3,954iApproximate average salary by contribution assumption: employee only about $98,856 at 4% or $65,904 at 6%; with 50% employer match about $65,904 at 4% or $43,936 at 6%; with 100% employer match about $49,428 at 4% or $32,952 at 6%.
BALANCE, INC. 401(K) PLAN-27$116,757$106,765$3,954iApproximate average salary by contribution assumption: employee only about $98,856 at 4% or $65,904 at 6%; with 50% employer match about $65,904 at 4% or $43,936 at 6%; with 100% employer match about $49,428 at 4% or $32,952 at 6%.