Civic Intelligence

Balcom Agency, L.L.C.

Plan context: The Balcom Agency 401(K) Plan & Trust

EIN 46-3996420 • Fort Worth, TX • 10 filings • 1 plans

1413 Rio Grande AveFort Worth, TX 76102
Current Snapshot

Latest Year

2024

2024 Participants

55

2024 Assets

$8,130,137

2024 Contributions

$527,577

Historical Graphs

Total Assets Over Time

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

$8,130,137$4,065,069$0201520202024YearValue
$8,130,137Latest year 2024

Participants Over Time

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

62310201520202024YearValue
55Latest 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
2024155$8,130,137$527,577$9,592iApproximate average salary by contribution assumption: employee only about $239,808 at 4% or $159,872 at 6%; with 50% employer match about $159,872 at 4% or $106,581 at 6%; with 100% employer match about $119,904 at 4% or $79,936 at 6%.
The Balcom Agency 401(K) Plan & Trust-55$8,130,137$527,577$9,592iApproximate average salary by contribution assumption: employee only about $239,808 at 4% or $159,872 at 6%; with 50% employer match about $159,872 at 4% or $106,581 at 6%; with 100% employer match about $119,904 at 4% or $79,936 at 6%.
2023162$7,333,833$548,916$8,853iApproximate average salary by contribution assumption: employee only about $221,337 at 4% or $147,558 at 6%; with 50% employer match about $147,558 at 4% or $98,372 at 6%; with 100% employer match about $110,669 at 4% or $73,779 at 6%.
The Balcom Agency 401(K) Plan & Trust-62$7,333,833$548,916$8,853iApproximate average salary by contribution assumption: employee only about $221,337 at 4% or $147,558 at 6%; with 50% employer match about $147,558 at 4% or $98,372 at 6%; with 100% employer match about $110,669 at 4% or $73,779 at 6%.
2022155$5,987,384$412,975$7,509iApproximate average salary by contribution assumption: employee only about $187,716 at 4% or $125,144 at 6%; with 50% employer match about $125,144 at 4% or $83,429 at 6%; with 100% employer match about $93,858 at 4% or $62,572 at 6%.
The Balcom Agency 401(K) Plan & Trust-55$5,987,384$412,975$7,509iApproximate average salary by contribution assumption: employee only about $187,716 at 4% or $125,144 at 6%; with 50% employer match about $125,144 at 4% or $83,429 at 6%; with 100% employer match about $93,858 at 4% or $62,572 at 6%.
2021146$6,482,722$376,741$8,190iApproximate average salary by contribution assumption: employee only about $204,751 at 4% or $136,500 at 6%; with 50% employer match about $136,500 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%.
The Balcom Agency 401(K) Plan & Trust-46$6,482,722$376,741$8,190iApproximate average salary by contribution assumption: employee only about $204,751 at 4% or $136,500 at 6%; with 50% employer match about $136,500 at 4% or $91,000 at 6%; with 100% employer match about $102,375 at 4% or $68,250 at 6%.
2020149$5,656,468$278,885$5,692iApproximate average salary by contribution assumption: employee only about $142,288 at 4% or $94,859 at 6%; with 50% employer match about $94,859 at 4% or $63,239 at 6%; with 100% employer match about $71,144 at 4% or $47,429 at 6%.
The Balcom Agency 401(K) Plan & Trust-49$5,656,468$278,885$5,692iApproximate average salary by contribution assumption: employee only about $142,288 at 4% or $94,859 at 6%; with 50% employer match about $94,859 at 4% or $63,239 at 6%; with 100% employer match about $71,144 at 4% or $47,429 at 6%.
2019149$5,018,076$361,973$7,387iApproximate average salary by contribution assumption: employee only about $184,680 at 4% or $123,120 at 6%; with 50% employer match about $123,120 at 4% or $82,080 at 6%; with 100% employer match about $92,340 at 4% or $61,560 at 6%.
The Balcom Agency 401(K) Plan & Trust-49$5,018,076$361,973$7,387iApproximate average salary by contribution assumption: employee only about $184,680 at 4% or $123,120 at 6%; with 50% employer match about $123,120 at 4% or $82,080 at 6%; with 100% employer match about $92,340 at 4% or $61,560 at 6%.
2018140$4,199,036$317,125$7,928iApproximate average salary by contribution assumption: employee only about $198,203 at 4% or $132,135 at 6%; with 50% employer match about $132,135 at 4% or $88,090 at 6%; with 100% employer match about $99,102 at 4% or $66,068 at 6%.
The Balcom Agency 401(K) Plan & Trust-40$4,199,036$317,125$7,928iApproximate average salary by contribution assumption: employee only about $198,203 at 4% or $132,135 at 6%; with 50% employer match about $132,135 at 4% or $88,090 at 6%; with 100% employer match about $99,102 at 4% or $66,068 at 6%.
2017140$4,363,070$333,325$8,333iApproximate average salary by contribution assumption: employee only about $208,328 at 4% or $138,885 at 6%; with 50% employer match about $138,885 at 4% or $92,590 at 6%; with 100% employer match about $104,164 at 4% or $69,443 at 6%.
The Balcom Agency 401(K) Plan & Trust-40$4,363,070$333,325$8,333iApproximate average salary by contribution assumption: employee only about $208,328 at 4% or $138,885 at 6%; with 50% employer match about $138,885 at 4% or $92,590 at 6%; with 100% employer match about $104,164 at 4% or $69,443 at 6%.
2016138$3,669,910$350,451$9,222iApproximate average salary by contribution assumption: employee only about $230,560 at 4% or $153,707 at 6%; with 50% employer match about $153,707 at 4% or $102,471 at 6%; with 100% employer match about $115,280 at 4% or $76,853 at 6%.
The Balcom Agency 401(K) Plan & Trust-38$3,669,910$350,451$9,222iApproximate average salary by contribution assumption: employee only about $230,560 at 4% or $153,707 at 6%; with 50% employer match about $153,707 at 4% or $102,471 at 6%; with 100% employer match about $115,280 at 4% or $76,853 at 6%.
2015133$3,098,674$303,282$9,190iApproximate average salary by contribution assumption: employee only about $229,759 at 4% or $153,173 at 6%; with 50% employer match about $153,173 at 4% or $102,115 at 6%; with 100% employer match about $114,880 at 4% or $76,586 at 6%.
The Balcom Agency 401(K) Plan & Trust-33$3,098,674$303,282$9,190iApproximate average salary by contribution assumption: employee only about $229,759 at 4% or $153,173 at 6%; with 50% employer match about $153,173 at 4% or $102,115 at 6%; with 100% employer match about $114,880 at 4% or $76,586 at 6%.