Civic Intelligence

Balanced Financial Concepts LLC

Plan context: Balanced Financial Concepts 401(K) Plan

EIN 46-4263266 • Solon, OH • 19 filings • 5 plans

30505 Bainbridge Road, Ste 160Solon, OH 44139
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,595,032

2025 Contributions

$116,260

Historical Graphs

Total Assets Over Time

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

$1,595,032$797,516$0201420202025YearValue
$1,595,032Latest year 2025

Participants Over Time

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

630201420202025YearValue
6Latest 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
202516$1,595,032$116,260$19,377iApproximate average salary by contribution assumption: employee only about $484,417 at 4% or $322,944 at 6%; with 50% employer match about $322,944 at 4% or $215,296 at 6%; with 100% employer match about $242,208 at 4% or $161,472 at 6%.
Balanced Financial Concepts 401(K) Plan-6$1,595,032$116,260$19,377iApproximate average salary by contribution assumption: employee only about $484,417 at 4% or $322,944 at 6%; with 50% employer match about $322,944 at 4% or $215,296 at 6%; with 100% employer match about $242,208 at 4% or $161,472 at 6%.
202425$1,263,002$148,626$29,725iApproximate average salary by contribution assumption: employee only about $743,130 at 4% or $495,420 at 6%; with 50% employer match about $495,420 at 4% or $330,280 at 6%; with 100% employer match about $371,565 at 4% or $247,710 at 6%.
Balanced Financial Concepts 401(K) Plan-5$1,251,124$109,113$21,823iApproximate average salary by contribution assumption: employee only about $545,565 at 4% or $363,710 at 6%; with 50% employer match about $363,710 at 4% or $242,473 at 6%; with 100% employer match about $272,783 at 4% or $181,855 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-3$11,878$39,513$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
202325$977,383$137,298$27,460iApproximate average salary by contribution assumption: employee only about $686,490 at 4% or $457,660 at 6%; with 50% employer match about $457,660 at 4% or $305,107 at 6%; with 100% employer match about $343,245 at 4% or $228,830 at 6%.
Balanced Financial Concepts 401(K) Plan-5$967,291$101,817$20,363iApproximate average salary by contribution assumption: employee only about $509,085 at 4% or $339,390 at 6%; with 50% employer match about $339,390 at 4% or $226,260 at 6%; with 100% employer match about $254,543 at 4% or $169,695 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-4$10,092$35,481$8,870iApproximate average salary by contribution assumption: employee only about $221,756 at 4% or $147,838 at 6%; with 50% employer match about $147,838 at 4% or $98,558 at 6%; with 100% employer match about $110,878 at 4% or $73,919 at 6%.
202224$714,735$123,367$30,842iApproximate average salary by contribution assumption: employee only about $771,044 at 4% or $514,029 at 6%; with 50% employer match about $514,029 at 4% or $342,686 at 6%; with 100% employer match about $385,522 at 4% or $257,015 at 6%.
Balanced Financial Concepts 401(K) Plan-4$704,610$90,635$22,659iApproximate average salary by contribution assumption: employee only about $566,469 at 4% or $377,646 at 6%; with 50% employer match about $377,646 at 4% or $251,764 at 6%; with 100% employer match about $283,234 at 4% or $188,823 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-4$10,125$32,732$8,183iApproximate average salary by contribution assumption: employee only about $204,575 at 4% or $136,383 at 6%; with 50% employer match about $136,383 at 4% or $90,922 at 6%; with 100% employer match about $102,288 at 4% or $68,192 at 6%.
202124$780,672$122,813$30,703iApproximate average salary by contribution assumption: employee only about $767,581 at 4% or $511,721 at 6%; with 50% employer match about $511,721 at 4% or $341,147 at 6%; with 100% employer match about $383,791 at 4% or $255,860 at 6%.
Balanced Financial Concepts 401(K) Plan-4$773,252$97,187$24,297iApproximate average salary by contribution assumption: employee only about $607,419 at 4% or $404,946 at 6%; with 50% employer match about $404,946 at 4% or $269,964 at 6%; with 100% employer match about $303,709 at 4% or $202,473 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-4$7,420$25,626$6,407iApproximate average salary by contribution assumption: employee only about $160,163 at 4% or $106,775 at 6%; with 50% employer match about $106,775 at 4% or $71,183 at 6%; with 100% employer match about $80,081 at 4% or $53,388 at 6%.
202024$599,896$109,407$27,352iApproximate average salary by contribution assumption: employee only about $683,794 at 4% or $455,863 at 6%; with 50% employer match about $455,863 at 4% or $303,908 at 6%; with 100% employer match about $341,897 at 4% or $227,931 at 6%.
Balanced Financial Concepts 401(K) Plan-4$593,984$85,137$21,284iApproximate average salary by contribution assumption: employee only about $532,106 at 4% or $354,738 at 6%; with 50% employer match about $354,738 at 4% or $236,492 at 6%; with 100% employer match about $266,053 at 4% or $177,369 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-4$5,912$24,270$6,068iApproximate average salary by contribution assumption: employee only about $151,688 at 4% or $101,125 at 6%; with 50% employer match about $101,125 at 4% or $67,417 at 6%; with 100% employer match about $75,844 at 4% or $50,563 at 6%.
201924$438,816$107,452$26,863iApproximate average salary by contribution assumption: employee only about $671,575 at 4% or $447,717 at 6%; with 50% employer match about $447,717 at 4% or $298,478 at 6%; with 100% employer match about $335,788 at 4% or $223,858 at 6%.
Balanced Financial Concepts 401(K) Plan-4$434,832$81,313$20,328iApproximate average salary by contribution assumption: employee only about $508,206 at 4% or $338,804 at 6%; with 50% employer match about $338,804 at 4% or $225,869 at 6%; with 100% employer match about $254,103 at 4% or $169,402 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-2$3,984$26,139$13,070iApproximate average salary by contribution assumption: employee only about $326,738 at 4% or $217,825 at 6%; with 50% employer match about $217,825 at 4% or $145,217 at 6%; with 100% employer match about $163,369 at 4% or $108,913 at 6%.
201823$289,561$103,041$34,347iApproximate average salary by contribution assumption: employee only about $858,675 at 4% or $572,450 at 6%; with 50% employer match about $572,450 at 4% or $381,633 at 6%; with 100% employer match about $429,338 at 4% or $286,225 at 6%.
Balanced Financial Concepts 401(K) Plan-3$286,525$81,562$27,187iApproximate average salary by contribution assumption: employee only about $679,683 at 4% or $453,122 at 6%; with 50% employer match about $453,122 at 4% or $302,081 at 6%; with 100% employer match about $339,842 at 4% or $226,561 at 6%.
BALANCED FINANCIAL CONCEPTS SOCA BENEFIT PLAN-3$3,036$21,479$7,160iApproximate average salary by contribution assumption: employee only about $178,992 at 4% or $119,328 at 6%; with 50% employer match about $119,328 at 4% or $79,552 at 6%; with 100% employer match about $89,496 at 4% or $59,664 at 6%.
201712$230,143$57,053$28,527iApproximate average salary by contribution assumption: employee only about $713,163 at 4% or $475,442 at 6%; with 50% employer match about $475,442 at 4% or $316,961 at 6%; with 100% employer match about $356,581 at 4% or $237,721 at 6%.
Balanced Financial Concepts 401(K) Plan-2$230,143$57,053$28,527iApproximate average salary by contribution assumption: employee only about $713,163 at 4% or $475,442 at 6%; with 50% employer match about $475,442 at 4% or $316,961 at 6%; with 100% employer match about $356,581 at 4% or $237,721 at 6%.
201612$151,068$62,629$31,315iApproximate average salary by contribution assumption: employee only about $782,863 at 4% or $521,908 at 6%; with 50% employer match about $521,908 at 4% or $347,939 at 6%; with 100% employer match about $391,431 at 4% or $260,954 at 6%.
Balanced Financial Concepts 401(K) Plan-2$151,068$62,629$31,315iApproximate average salary by contribution assumption: employee only about $782,863 at 4% or $521,908 at 6%; with 50% employer match about $521,908 at 4% or $347,939 at 6%; with 100% employer match about $391,431 at 4% or $260,954 at 6%.
201512$86,574$56,069$28,035iApproximate average salary by contribution assumption: employee only about $700,863 at 4% or $467,242 at 6%; with 50% employer match about $467,242 at 4% or $311,494 at 6%; with 100% employer match about $350,431 at 4% or $233,621 at 6%.
Balanced Financial Concepts 401(K) Plan-2$86,574$56,069$28,035iApproximate average salary by contribution assumption: employee only about $700,863 at 4% or $467,242 at 6%; with 50% employer match about $467,242 at 4% or $311,494 at 6%; with 100% employer match about $350,431 at 4% or $233,621 at 6%.
201411$49,823$49,935$49,935iApproximate average salary by contribution assumption: employee only about $1,248,375 at 4% or $832,250 at 6%; with 50% employer match about $832,250 at 4% or $554,833 at 6%; with 100% employer match about $624,188 at 4% or $416,125 at 6%.
Balanced Financial Concepts 401(K) Plan-1$49,823$49,935$49,935iApproximate average salary by contribution assumption: employee only about $1,248,375 at 4% or $832,250 at 6%; with 50% employer match about $832,250 at 4% or $554,833 at 6%; with 100% employer match about $624,188 at 4% or $416,125 at 6%.