Civic Intelligence

Defined Balance LLC

Plan context: Defined Balance LLC 401(K) Profit Sharing Plan & Trust

EIN 46-4537958 • Ann Arbor, MI • 6 filings • 1 plans

2800 S State St Ste 205Ann Arbor, MI 48104-7103
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$402,125

2025 Contributions

$65,832

Historical Graphs

Total Assets Over Time

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

$402,125$201,063$0202020232025YearValue
$402,125Latest year 2025

Participants Over Time

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

1050202020232025YearValue
7Latest 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
202517$402,125$65,832$9,405iApproximate average salary by contribution assumption: employee only about $235,114 at 4% or $156,743 at 6%; with 50% employer match about $156,743 at 4% or $104,495 at 6%; with 100% employer match about $117,557 at 4% or $78,371 at 6%.
Defined Balance LLC 401(K) Profit Sharing Plan & Trust-7$402,125$65,832$9,405iApproximate average salary by contribution assumption: employee only about $235,114 at 4% or $156,743 at 6%; with 50% employer match about $156,743 at 4% or $104,495 at 6%; with 100% employer match about $117,557 at 4% or $78,371 at 6%.
202414$279,035$57,928$14,482iApproximate average salary by contribution assumption: employee only about $362,050 at 4% or $241,367 at 6%; with 50% employer match about $241,367 at 4% or $160,911 at 6%; with 100% employer match about $181,025 at 4% or $120,683 at 6%.
Defined Balance LLC 401(K) Profit Sharing Plan & Trust-4$279,035$57,928$14,482iApproximate average salary by contribution assumption: employee only about $362,050 at 4% or $241,367 at 6%; with 50% employer match about $241,367 at 4% or $160,911 at 6%; with 100% employer match about $181,025 at 4% or $120,683 at 6%.
202314$187,010$53,936$13,484iApproximate average salary by contribution assumption: employee only about $337,100 at 4% or $224,733 at 6%; with 50% employer match about $224,733 at 4% or $149,822 at 6%; with 100% employer match about $168,550 at 4% or $112,367 at 6%.
Defined Balance LLC 401(K) Profit Sharing Plan & Trust-4$187,010$53,936$13,484iApproximate average salary by contribution assumption: employee only about $337,100 at 4% or $224,733 at 6%; with 50% employer match about $224,733 at 4% or $149,822 at 6%; with 100% employer match about $168,550 at 4% or $112,367 at 6%.
202214$106,777$49,907$12,477iApproximate average salary by contribution assumption: employee only about $311,919 at 4% or $207,946 at 6%; with 50% employer match about $207,946 at 4% or $138,631 at 6%; with 100% employer match about $155,959 at 4% or $103,973 at 6%.
Defined Balance LLC 401(K) Profit Sharing Plan & Trust-4$106,777$49,907$12,477iApproximate average salary by contribution assumption: employee only about $311,919 at 4% or $207,946 at 6%; with 50% employer match about $207,946 at 4% or $138,631 at 6%; with 100% employer match about $155,959 at 4% or $103,973 at 6%.
2021110$78,609$60,532$6,053iApproximate average salary by contribution assumption: employee only about $151,330 at 4% or $100,887 at 6%; with 50% employer match about $100,887 at 4% or $67,258 at 6%; with 100% employer match about $75,665 at 4% or $50,443 at 6%.
Defined Balance LLC 401(K) Profit Sharing Plan & Trust-10$78,609$60,532$6,053iApproximate average salary by contribution assumption: employee only about $151,330 at 4% or $100,887 at 6%; with 50% employer match about $100,887 at 4% or $67,258 at 6%; with 100% employer match about $75,665 at 4% or $50,443 at 6%.
2020110$21,287$20,189$2,019iApproximate average salary by contribution assumption: employee only about $50,473 at 4% or $33,648 at 6%; with 50% employer match about $33,648 at 4% or $22,432 at 6%; with 100% employer match about $25,236 at 4% or $16,824 at 6%.
Defined Balance LLC 401(K) Profit Sharing Plan & Trust-10$21,287$20,189$2,019iApproximate average salary by contribution assumption: employee only about $50,473 at 4% or $33,648 at 6%; with 50% employer match about $33,648 at 4% or $22,432 at 6%; with 100% employer match about $25,236 at 4% or $16,824 at 6%.