Civic Intelligence

Ballard & Morales, D.D.S. PC.

Plan context: Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust

EIN 43-1222619 • Independence, MO • 17 filings • 4 plans

4429 S. River Blvd., Suite DIndependence, MO 64055
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$246,270

2015 Contributions

$2,900

Historical Graphs

Total Assets Over Time

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

$1,690,144$845,072$0199920082014YearValue
$246,270Latest year 2014

Participants Over Time

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

630199920072014YearValue
3Latest year 2014

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
201510$0$0-
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-0$0$0-
201413$246,270$0-
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3$246,270--
201313$315,552$2,900$967iApproximate average salary by contribution assumption: employee only about $24,167 at 4% or $16,111 at 6%; with 50% employer match about $16,111 at 4% or $10,741 at 6%; with 100% employer match about $12,083 at 4% or $8,056 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3$315,552$2,900$967iApproximate average salary by contribution assumption: employee only about $24,167 at 4% or $16,111 at 6%; with 50% employer match about $16,111 at 4% or $10,741 at 6%; with 100% employer match about $12,083 at 4% or $8,056 at 6%.
201213$307,769$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3$307,769$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
201113$306,072$0-
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3$306,072$0-
201013$356,645$65$22iApproximate average salary by contribution assumption: employee only about $542 at 4% or $361 at 6%; with 50% employer match about $361 at 4% or $241 at 6%; with 100% employer match about $271 at 4% or $181 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3$356,645$65$22iApproximate average salary by contribution assumption: employee only about $542 at 4% or $361 at 6%; with 50% employer match about $361 at 4% or $241 at 6%; with 100% employer match about $271 at 4% or $181 at 6%.
200915$341,546$1,712$342iApproximate average salary by contribution assumption: employee only about $8,560 at 4% or $5,707 at 6%; with 50% employer match about $5,707 at 4% or $3,804 at 6%; with 100% employer match about $4,280 at 4% or $2,853 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-5$341,546$1,712$342iApproximate average salary by contribution assumption: employee only about $8,560 at 4% or $5,707 at 6%; with 50% employer match about $5,707 at 4% or $3,804 at 6%; with 100% employer match about $4,280 at 4% or $2,853 at 6%.
200815$398,439$9,436$1,887iApproximate average salary by contribution assumption: employee only about $47,180 at 4% or $31,453 at 6%; with 50% employer match about $31,453 at 4% or $20,969 at 6%; with 100% employer match about $23,590 at 4% or $15,727 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-5$398,439$9,436$1,887iApproximate average salary by contribution assumption: employee only about $47,180 at 4% or $31,453 at 6%; with 50% employer match about $31,453 at 4% or $20,969 at 6%; with 100% employer match about $23,590 at 4% or $15,727 at 6%.
200715$0$0-
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-5---
200615$513,874$8,945$1,789iApproximate average salary by contribution assumption: employee only about $44,725 at 4% or $29,817 at 6%; with 50% employer match about $29,817 at 4% or $19,878 at 6%; with 100% employer match about $22,363 at 4% or $14,908 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-5$513,874$8,945$1,789iApproximate average salary by contribution assumption: employee only about $44,725 at 4% or $29,817 at 6%; with 50% employer match about $29,817 at 4% or $19,878 at 6%; with 100% employer match about $22,363 at 4% or $14,908 at 6%.
200514$452,906$8,194$2,049iApproximate average salary by contribution assumption: employee only about $51,213 at 4% or $34,142 at 6%; with 50% employer match about $34,142 at 4% or $22,761 at 6%; with 100% employer match about $25,606 at 4% or $17,071 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-4$452,906$8,194$2,049iApproximate average salary by contribution assumption: employee only about $51,213 at 4% or $34,142 at 6%; with 50% employer match about $34,142 at 4% or $22,761 at 6%; with 100% employer match about $25,606 at 4% or $17,071 at 6%.
200414$413,140$7,593$1,898iApproximate average salary by contribution assumption: employee only about $47,456 at 4% or $31,638 at 6%; with 50% employer match about $31,638 at 4% or $21,092 at 6%; with 100% employer match about $23,728 at 4% or $15,819 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-4$413,140$7,593$1,898iApproximate average salary by contribution assumption: employee only about $47,456 at 4% or $31,638 at 6%; with 50% employer match about $31,638 at 4% or $21,092 at 6%; with 100% employer match about $23,728 at 4% or $15,819 at 6%.
200314$374,333$9,710$2,428iApproximate average salary by contribution assumption: employee only about $60,688 at 4% or $40,458 at 6%; with 50% employer match about $40,458 at 4% or $26,972 at 6%; with 100% employer match about $30,344 at 4% or $20,229 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-4$374,333$9,710$2,428iApproximate average salary by contribution assumption: employee only about $60,688 at 4% or $40,458 at 6%; with 50% employer match about $40,458 at 4% or $26,972 at 6%; with 100% employer match about $30,344 at 4% or $20,229 at 6%.
200213$0$0-
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3---
200113$0$0-
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-3---
200014$485,482$29,146$7,287iApproximate average salary by contribution assumption: employee only about $182,163 at 4% or $121,442 at 6%; with 50% employer match about $121,442 at 4% or $80,961 at 6%; with 100% employer match about $91,081 at 4% or $60,721 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-4$485,482$29,146$7,287iApproximate average salary by contribution assumption: employee only about $182,163 at 4% or $121,442 at 6%; with 50% employer match about $121,442 at 4% or $80,961 at 6%; with 100% employer match about $91,081 at 4% or $60,721 at 6%.
199916$1,690,144$49,811$8,302iApproximate average salary by contribution assumption: employee only about $207,546 at 4% or $138,364 at 6%; with 50% employer match about $138,364 at 4% or $92,243 at 6%; with 100% employer match about $103,773 at 4% or $69,182 at 6%.
Ballard & Morales, D.D.S. PC. 401K Profit Sharing Plan and Trust-6$1,690,144$49,811$8,302iApproximate average salary by contribution assumption: employee only about $207,546 at 4% or $138,364 at 6%; with 50% employer match about $138,364 at 4% or $92,243 at 6%; with 100% employer match about $103,773 at 4% or $69,182 at 6%.