Civic Intelligence

Ballentine Capital Management Inc.

Plan context: Ballentine Capital Management 401(K) Plan

EIN 45-0475144 • Greenville, SC • 19 filings • 3 plans

15 Halton Green WayGreenville, SC 29607
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$3,606,771

2025 Contributions

$217,740

Historical Graphs

Total Assets Over Time

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

$3,606,771$1,803,386$0200320172025YearValue
$3,606,771Latest year 2025

Participants Over Time

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

1890200320172025YearValue
18Latest 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
2025118$3,606,771$217,740$12,097iApproximate average salary by contribution assumption: employee only about $302,417 at 4% or $201,611 at 6%; with 50% employer match about $201,611 at 4% or $134,407 at 6%; with 100% employer match about $151,208 at 4% or $100,806 at 6%.
Ballentine Capital Management 401(K) Plan-18$3,606,771$217,740$12,097iApproximate average salary by contribution assumption: employee only about $302,417 at 4% or $201,611 at 6%; with 50% employer match about $201,611 at 4% or $134,407 at 6%; with 100% employer match about $151,208 at 4% or $100,806 at 6%.
2024115$2,845,962$182,283$12,152iApproximate average salary by contribution assumption: employee only about $303,805 at 4% or $202,537 at 6%; with 50% employer match about $202,537 at 4% or $135,024 at 6%; with 100% employer match about $151,903 at 4% or $101,268 at 6%.
Ballentine Capital Management 401(K) Plan-15$2,845,962$182,283$12,152iApproximate average salary by contribution assumption: employee only about $303,805 at 4% or $202,537 at 6%; with 50% employer match about $202,537 at 4% or $135,024 at 6%; with 100% employer match about $151,903 at 4% or $101,268 at 6%.
2023112$2,334,136$155,130$12,928iApproximate average salary by contribution assumption: employee only about $323,188 at 4% or $215,458 at 6%; with 50% employer match about $215,458 at 4% or $143,639 at 6%; with 100% employer match about $161,594 at 4% or $107,729 at 6%.
Ballentine Capital Management 401(K) Plan-12$2,334,136$155,130$12,928iApproximate average salary by contribution assumption: employee only about $323,188 at 4% or $215,458 at 6%; with 50% employer match about $215,458 at 4% or $143,639 at 6%; with 100% employer match about $161,594 at 4% or $107,729 at 6%.
202219$1,839,611$113,269$12,585iApproximate average salary by contribution assumption: employee only about $314,636 at 4% or $209,757 at 6%; with 50% employer match about $209,757 at 4% or $139,838 at 6%; with 100% employer match about $157,318 at 4% or $104,879 at 6%.
Ballentine Capital Management 401(K) Plan-9$1,839,611$113,269$12,585iApproximate average salary by contribution assumption: employee only about $314,636 at 4% or $209,757 at 6%; with 50% employer match about $209,757 at 4% or $139,838 at 6%; with 100% employer match about $157,318 at 4% or $104,879 at 6%.
202116$2,044,026$99,690$16,615iApproximate average salary by contribution assumption: employee only about $415,375 at 4% or $276,917 at 6%; with 50% employer match about $276,917 at 4% or $184,611 at 6%; with 100% employer match about $207,688 at 4% or $138,458 at 6%.
Ballentine Capital Management 401(K) Plan-6$2,044,026$99,690$16,615iApproximate average salary by contribution assumption: employee only about $415,375 at 4% or $276,917 at 6%; with 50% employer match about $276,917 at 4% or $184,611 at 6%; with 100% employer match about $207,688 at 4% or $138,458 at 6%.
202015$1,601,882$108,445$21,689iApproximate average salary by contribution assumption: employee only about $542,225 at 4% or $361,483 at 6%; with 50% employer match about $361,483 at 4% or $240,989 at 6%; with 100% employer match about $271,113 at 4% or $180,742 at 6%.
Ballentine Capital Management 401(K) Plan-5$1,601,882$108,445$21,689iApproximate average salary by contribution assumption: employee only about $542,225 at 4% or $361,483 at 6%; with 50% employer match about $361,483 at 4% or $240,989 at 6%; with 100% employer match about $271,113 at 4% or $180,742 at 6%.
201916$1,384,074$127,934$21,322iApproximate average salary by contribution assumption: employee only about $533,058 at 4% or $355,372 at 6%; with 50% employer match about $355,372 at 4% or $236,915 at 6%; with 100% employer match about $266,529 at 4% or $177,686 at 6%.
Ballentine Capital Management 401(K) Plan-6$1,384,074$127,934$21,322iApproximate average salary by contribution assumption: employee only about $533,058 at 4% or $355,372 at 6%; with 50% employer match about $355,372 at 4% or $236,915 at 6%; with 100% employer match about $266,529 at 4% or $177,686 at 6%.
201816$1,015,558$100,700$16,783iApproximate average salary by contribution assumption: employee only about $419,583 at 4% or $279,722 at 6%; with 50% employer match about $279,722 at 4% or $186,481 at 6%; with 100% employer match about $209,792 at 4% or $139,861 at 6%.
Ballentine Capital Management 401(K) Plan-6$1,015,558$100,700$16,783iApproximate average salary by contribution assumption: employee only about $419,583 at 4% or $279,722 at 6%; with 50% employer match about $279,722 at 4% or $186,481 at 6%; with 100% employer match about $209,792 at 4% or $139,861 at 6%.
201715$1,035,627$81,552$16,310iApproximate average salary by contribution assumption: employee only about $407,760 at 4% or $271,840 at 6%; with 50% employer match about $271,840 at 4% or $181,227 at 6%; with 100% employer match about $203,880 at 4% or $135,920 at 6%.
Ballentine Capital Management 401(K) Plan-5$1,035,627$81,552$16,310iApproximate average salary by contribution assumption: employee only about $407,760 at 4% or $271,840 at 6%; with 50% employer match about $271,840 at 4% or $181,227 at 6%; with 100% employer match about $203,880 at 4% or $135,920 at 6%.
201616$795,007$81,660$13,610iApproximate average salary by contribution assumption: employee only about $340,250 at 4% or $226,833 at 6%; with 50% employer match about $226,833 at 4% or $151,222 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%.
Ballentine Capital Management 401(K) Plan-6$795,007$81,660$13,610iApproximate average salary by contribution assumption: employee only about $340,250 at 4% or $226,833 at 6%; with 50% employer match about $226,833 at 4% or $151,222 at 6%; with 100% employer match about $170,125 at 4% or $113,417 at 6%.
201515$623,388$97,664$19,533iApproximate average salary by contribution assumption: employee only about $488,320 at 4% or $325,547 at 6%; with 50% employer match about $325,547 at 4% or $217,031 at 6%; with 100% employer match about $244,160 at 4% or $162,773 at 6%.
Ballentine Capital Management 401(K) Plan-5$623,388$97,664$19,533iApproximate average salary by contribution assumption: employee only about $488,320 at 4% or $325,547 at 6%; with 50% employer match about $325,547 at 4% or $217,031 at 6%; with 100% employer match about $244,160 at 4% or $162,773 at 6%.
201414$548,583$84,869$21,217iApproximate average salary by contribution assumption: employee only about $530,431 at 4% or $353,621 at 6%; with 50% employer match about $353,621 at 4% or $235,747 at 6%; with 100% employer match about $265,216 at 4% or $176,810 at 6%.
Ballentine Capital Management 401(K) Plan-4$548,583$84,869$21,217iApproximate average salary by contribution assumption: employee only about $530,431 at 4% or $353,621 at 6%; with 50% employer match about $353,621 at 4% or $235,747 at 6%; with 100% employer match about $265,216 at 4% or $176,810 at 6%.
201315$448,249$89,128$17,826iApproximate average salary by contribution assumption: employee only about $445,640 at 4% or $297,093 at 6%; with 50% employer match about $297,093 at 4% or $198,062 at 6%; with 100% employer match about $222,820 at 4% or $148,547 at 6%.
Ballentine Capital Management 401(K) Plan-5$448,249$89,128$17,826iApproximate average salary by contribution assumption: employee only about $445,640 at 4% or $297,093 at 6%; with 50% employer match about $297,093 at 4% or $198,062 at 6%; with 100% employer match about $222,820 at 4% or $148,547 at 6%.
201215$281,772$111,511$22,302iApproximate average salary by contribution assumption: employee only about $557,555 at 4% or $371,703 at 6%; with 50% employer match about $371,703 at 4% or $247,802 at 6%; with 100% employer match about $278,778 at 4% or $185,852 at 6%.
Ballentine Capital Management 401(K) Plan-5$281,772$111,511$22,302iApproximate average salary by contribution assumption: employee only about $557,555 at 4% or $371,703 at 6%; with 50% employer match about $371,703 at 4% or $247,802 at 6%; with 100% employer match about $278,778 at 4% or $185,852 at 6%.
201125$276,836$301,334$60,267iApproximate average salary by contribution assumption: employee only about $1,506,670 at 4% or $1,004,447 at 6%; with 50% employer match about $1,004,447 at 4% or $669,631 at 6%; with 100% employer match about $753,335 at 4% or $502,223 at 6%.
Ballentine Cagle-5$138,418$150,667$30,133iApproximate average salary by contribution assumption: employee only about $753,335 at 4% or $502,223 at 6%; with 50% employer match about $502,223 at 4% or $334,816 at 6%; with 100% employer match about $376,668 at 4% or $251,112 at 6%.
Ballentine Capital Management 401(K) Plan-5$138,418$150,667$30,133iApproximate average salary by contribution assumption: employee only about $753,335 at 4% or $502,223 at 6%; with 50% employer match about $502,223 at 4% or $334,816 at 6%; with 100% employer match about $376,668 at 4% or $251,112 at 6%.
200510$0$8,508-
Ballentine Cagle-0-$8,508-
200413$9,690$13,868$4,623iApproximate average salary by contribution assumption: employee only about $115,567 at 4% or $77,044 at 6%; with 50% employer match about $77,044 at 4% or $51,363 at 6%; with 100% employer match about $57,783 at 4% or $38,522 at 6%.
Ballentine Cagle-3$9,690$13,868$4,623iApproximate average salary by contribution assumption: employee only about $115,567 at 4% or $77,044 at 6%; with 50% employer match about $77,044 at 4% or $51,363 at 6%; with 100% employer match about $57,783 at 4% or $38,522 at 6%.
200312$20,805$17,224$8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%.
Ballentine Cagle-2$20,805$17,224$8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%.