Civic Intelligence

Julia Balfour LLC

Plan context: Julia Balfour LLC 401(K) Plan

EIN 45-2279363 • East Haddam, CT • 10 filings • 1 plans

3 Norwich RdEast Haddam, CT 06423
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$844,037

2024 Contributions

$46,755

Historical Graphs

Total Assets Over Time

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

$844,037$422,019$0201520202024YearValue
$844,037Latest year 2024

Participants Over Time

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

37190201520202024YearValue
36Latest 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
2024136$844,037$46,755$1,299iApproximate average salary by contribution assumption: employee only about $32,469 at 4% or $21,646 at 6%; with 50% employer match about $21,646 at 4% or $14,431 at 6%; with 100% employer match about $16,234 at 4% or $10,823 at 6%.
Julia Balfour LLC 401(K) Plan-36$844,037$46,755$1,299iApproximate average salary by contribution assumption: employee only about $32,469 at 4% or $21,646 at 6%; with 50% employer match about $21,646 at 4% or $14,431 at 6%; with 100% employer match about $16,234 at 4% or $10,823 at 6%.
2023137$746,134$47,216$1,276iApproximate average salary by contribution assumption: employee only about $31,903 at 4% or $21,268 at 6%; with 50% employer match about $21,268 at 4% or $14,179 at 6%; with 100% employer match about $15,951 at 4% or $10,634 at 6%.
Julia Balfour LLC 401(K) Plan-37$746,134$47,216$1,276iApproximate average salary by contribution assumption: employee only about $31,903 at 4% or $21,268 at 6%; with 50% employer match about $21,268 at 4% or $14,179 at 6%; with 100% employer match about $15,951 at 4% or $10,634 at 6%.
2022134$580,593$40,350$1,187iApproximate average salary by contribution assumption: employee only about $29,669 at 4% or $19,779 at 6%; with 50% employer match about $19,779 at 4% or $13,186 at 6%; with 100% employer match about $14,835 at 4% or $9,890 at 6%.
Julia Balfour LLC 401(K) Plan-34$580,593$40,350$1,187iApproximate average salary by contribution assumption: employee only about $29,669 at 4% or $19,779 at 6%; with 50% employer match about $19,779 at 4% or $13,186 at 6%; with 100% employer match about $14,835 at 4% or $9,890 at 6%.
2021134$667,755$38,732$1,139iApproximate average salary by contribution assumption: employee only about $28,479 at 4% or $18,986 at 6%; with 50% employer match about $18,986 at 4% or $12,658 at 6%; with 100% employer match about $14,240 at 4% or $9,493 at 6%.
Julia Balfour LLC 401(K) Plan-34$667,755$38,732$1,139iApproximate average salary by contribution assumption: employee only about $28,479 at 4% or $18,986 at 6%; with 50% employer match about $18,986 at 4% or $12,658 at 6%; with 100% employer match about $14,240 at 4% or $9,493 at 6%.
2020132$595,466$60,474$1,890iApproximate average salary by contribution assumption: employee only about $47,245 at 4% or $31,497 at 6%; with 50% employer match about $31,497 at 4% or $20,998 at 6%; with 100% employer match about $23,623 at 4% or $15,748 at 6%.
Julia Balfour LLC 401(K) Plan-32$595,466$60,474$1,890iApproximate average salary by contribution assumption: employee only about $47,245 at 4% or $31,497 at 6%; with 50% employer match about $31,497 at 4% or $20,998 at 6%; with 100% employer match about $23,623 at 4% or $15,748 at 6%.
2019128$470,812$75,039$2,680iApproximate average salary by contribution assumption: employee only about $66,999 at 4% or $44,666 at 6%; with 50% employer match about $44,666 at 4% or $29,777 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%.
Julia Balfour LLC 401(K) Plan-28$470,812$75,039$2,680iApproximate average salary by contribution assumption: employee only about $66,999 at 4% or $44,666 at 6%; with 50% employer match about $44,666 at 4% or $29,777 at 6%; with 100% employer match about $33,500 at 4% or $22,333 at 6%.
2018122$325,341$166,776$7,581iApproximate average salary by contribution assumption: employee only about $189,518 at 4% or $126,345 at 6%; with 50% employer match about $126,345 at 4% or $84,230 at 6%; with 100% employer match about $94,759 at 4% or $63,173 at 6%.
Julia Balfour LLC 401(K) Plan-22$325,341$166,776$7,581iApproximate average salary by contribution assumption: employee only about $189,518 at 4% or $126,345 at 6%; with 50% employer match about $126,345 at 4% or $84,230 at 6%; with 100% employer match about $94,759 at 4% or $63,173 at 6%.
2017119$184,539$91,908$4,837iApproximate average salary by contribution assumption: employee only about $120,932 at 4% or $80,621 at 6%; with 50% employer match about $80,621 at 4% or $53,747 at 6%; with 100% employer match about $60,466 at 4% or $40,311 at 6%.
Julia Balfour LLC 401(K) Plan-19$184,539$91,908$4,837iApproximate average salary by contribution assumption: employee only about $120,932 at 4% or $80,621 at 6%; with 50% employer match about $80,621 at 4% or $53,747 at 6%; with 100% employer match about $60,466 at 4% or $40,311 at 6%.
201618$69,580$45,906$5,738iApproximate average salary by contribution assumption: employee only about $143,456 at 4% or $95,638 at 6%; with 50% employer match about $95,638 at 4% or $63,758 at 6%; with 100% employer match about $71,728 at 4% or $47,819 at 6%.
Julia Balfour LLC 401(K) Plan-8$69,580$45,906$5,738iApproximate average salary by contribution assumption: employee only about $143,456 at 4% or $95,638 at 6%; with 50% employer match about $95,638 at 4% or $63,758 at 6%; with 100% employer match about $71,728 at 4% or $47,819 at 6%.
201517$20,625$20,796$2,971iApproximate average salary by contribution assumption: employee only about $74,271 at 4% or $49,514 at 6%; with 50% employer match about $49,514 at 4% or $33,010 at 6%; with 100% employer match about $37,136 at 4% or $24,757 at 6%.
Julia Balfour LLC 401(K) Plan-7$20,625$20,796$2,971iApproximate average salary by contribution assumption: employee only about $74,271 at 4% or $49,514 at 6%; with 50% employer match about $49,514 at 4% or $33,010 at 6%; with 100% employer match about $37,136 at 4% or $24,757 at 6%.
Julia Balfour LLC | EIN 45-2279363 | 2024 Form 5500 Company Profile