Civic Intelligence

Joseph M. Balocco, Jr., P.A.

Plan context: Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan

EIN 46-3405830 • Lauderdale-by-the-sea, FL • 12 filings • 2 plans

4332 East Tradewinds Ave.Lauderdale-by-the-sea, FL 33308
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,751,358

2024 Contributions

$80,681

Historical Graphs

Total Assets Over Time

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

$1,751,358$875,679$0201320192024YearValue
$1,751,358Latest year 2024

Participants Over Time

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

530201320192024YearValue
5Latest 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
202415$1,751,358$80,681$16,136iApproximate average salary by contribution assumption: employee only about $403,405 at 4% or $268,937 at 6%; with 50% employer match about $268,937 at 4% or $179,291 at 6%; with 100% employer match about $201,703 at 4% or $134,468 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$1,751,358$80,681$16,136iApproximate average salary by contribution assumption: employee only about $403,405 at 4% or $268,937 at 6%; with 50% employer match about $268,937 at 4% or $179,291 at 6%; with 100% employer match about $201,703 at 4% or $134,468 at 6%.
202315$1,453,862$74,266$14,853iApproximate average salary by contribution assumption: employee only about $371,330 at 4% or $247,553 at 6%; with 50% employer match about $247,553 at 4% or $165,036 at 6%; with 100% employer match about $185,665 at 4% or $123,777 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$1,453,862$74,266$14,853iApproximate average salary by contribution assumption: employee only about $371,330 at 4% or $247,553 at 6%; with 50% employer match about $247,553 at 4% or $165,036 at 6%; with 100% employer match about $185,665 at 4% or $123,777 at 6%.
202214$1,161,375$94,172$23,543iApproximate average salary by contribution assumption: employee only about $588,575 at 4% or $392,383 at 6%; with 50% employer match about $392,383 at 4% or $261,589 at 6%; with 100% employer match about $294,288 at 4% or $196,192 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-4$1,161,375$94,172$23,543iApproximate average salary by contribution assumption: employee only about $588,575 at 4% or $392,383 at 6%; with 50% employer match about $392,383 at 4% or $261,589 at 6%; with 100% employer match about $294,288 at 4% or $196,192 at 6%.
202115$1,366,159$92,860$18,572iApproximate average salary by contribution assumption: employee only about $464,300 at 4% or $309,533 at 6%; with 50% employer match about $309,533 at 4% or $206,356 at 6%; with 100% employer match about $232,150 at 4% or $154,767 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$1,366,159$92,860$18,572iApproximate average salary by contribution assumption: employee only about $464,300 at 4% or $309,533 at 6%; with 50% employer match about $309,533 at 4% or $206,356 at 6%; with 100% employer match about $232,150 at 4% or $154,767 at 6%.
202015$1,100,370$93,674$18,735iApproximate average salary by contribution assumption: employee only about $468,370 at 4% or $312,247 at 6%; with 50% employer match about $312,247 at 4% or $208,164 at 6%; with 100% employer match about $234,185 at 4% or $156,123 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$1,100,370$93,674$18,735iApproximate average salary by contribution assumption: employee only about $468,370 at 4% or $312,247 at 6%; with 50% employer match about $312,247 at 4% or $208,164 at 6%; with 100% employer match about $234,185 at 4% or $156,123 at 6%.
201915$850,504$79,243$15,849iApproximate average salary by contribution assumption: employee only about $396,215 at 4% or $264,143 at 6%; with 50% employer match about $264,143 at 4% or $176,096 at 6%; with 100% employer match about $198,108 at 4% or $132,072 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$850,504$79,243$15,849iApproximate average salary by contribution assumption: employee only about $396,215 at 4% or $264,143 at 6%; with 50% employer match about $264,143 at 4% or $176,096 at 6%; with 100% employer match about $198,108 at 4% or $132,072 at 6%.
201815$618,049$81,981$16,396iApproximate average salary by contribution assumption: employee only about $409,905 at 4% or $273,270 at 6%; with 50% employer match about $273,270 at 4% or $182,180 at 6%; with 100% employer match about $204,953 at 4% or $136,635 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$618,049$81,981$16,396iApproximate average salary by contribution assumption: employee only about $409,905 at 4% or $273,270 at 6%; with 50% employer match about $273,270 at 4% or $182,180 at 6%; with 100% employer match about $204,953 at 4% or $136,635 at 6%.
201715$809,531$126,937$25,387iApproximate average salary by contribution assumption: employee only about $634,685 at 4% or $423,123 at 6%; with 50% employer match about $423,123 at 4% or $282,082 at 6%; with 100% employer match about $317,343 at 4% or $211,562 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$809,531$126,937$25,387iApproximate average salary by contribution assumption: employee only about $634,685 at 4% or $423,123 at 6%; with 50% employer match about $423,123 at 4% or $282,082 at 6%; with 100% employer match about $317,343 at 4% or $211,562 at 6%.
201615$1,000,396$109,515$21,903iApproximate average salary by contribution assumption: employee only about $547,575 at 4% or $365,050 at 6%; with 50% employer match about $365,050 at 4% or $243,367 at 6%; with 100% employer match about $273,788 at 4% or $182,525 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$1,000,396$109,515$21,903iApproximate average salary by contribution assumption: employee only about $547,575 at 4% or $365,050 at 6%; with 50% employer match about $365,050 at 4% or $243,367 at 6%; with 100% employer match about $273,788 at 4% or $182,525 at 6%.
201515$642,504$110,823$22,165iApproximate average salary by contribution assumption: employee only about $554,115 at 4% or $369,410 at 6%; with 50% employer match about $369,410 at 4% or $246,273 at 6%; with 100% employer match about $277,058 at 4% or $184,705 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-5$642,504$110,823$22,165iApproximate average salary by contribution assumption: employee only about $554,115 at 4% or $369,410 at 6%; with 50% employer match about $369,410 at 4% or $246,273 at 6%; with 100% employer match about $277,058 at 4% or $184,705 at 6%.
201413$547,101$97,970$32,657iApproximate average salary by contribution assumption: employee only about $816,417 at 4% or $544,278 at 6%; with 50% employer match about $544,278 at 4% or $362,852 at 6%; with 100% employer match about $408,208 at 4% or $272,139 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-3$547,101$97,970$32,657iApproximate average salary by contribution assumption: employee only about $816,417 at 4% or $544,278 at 6%; with 50% employer match about $544,278 at 4% or $362,852 at 6%; with 100% employer match about $408,208 at 4% or $272,139 at 6%.
201313$644,064$29,755$9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,306 at 6%; with 50% employer match about $165,306 at 4% or $110,204 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%.
Joseph M. Balocco, Jr., P. a. 401(K) Profit Sharing Plan-3$644,064$29,755$9,918iApproximate average salary by contribution assumption: employee only about $247,958 at 4% or $165,306 at 6%; with 50% employer match about $165,306 at 4% or $110,204 at 6%; with 100% employer match about $123,979 at 4% or $82,653 at 6%.