Ballast Investments LLC
Plan context: Ballast Investments LLC 401(K) Plan
EIN 47-1811248 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
214
2024 Assets
$5,989,870
2024 Contributions
$1,476,076
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 214 | $5,989,870 | $1,476,076 | $6,898iApproximate average salary by contribution assumption: employee only about $172,439 at 4% or $114,959 at 6%; with 50% employer match about $114,959 at 4% or $76,639 at 6%; with 100% employer match about $86,219 at 4% or $57,480 at 6%. |
| Ballast Investments LLC 401(K) Plan | - | 214 | $5,989,870 | $1,476,076 | $6,898iApproximate average salary by contribution assumption: employee only about $172,439 at 4% or $114,959 at 6%; with 50% employer match about $114,959 at 4% or $76,639 at 6%; with 100% employer match about $86,219 at 4% or $57,480 at 6%. |
| 2023 | 1 | 157 | $4,332,820 | $1,122,337 | $7,149iApproximate average salary by contribution assumption: employee only about $178,716 at 4% or $119,144 at 6%; with 50% employer match about $119,144 at 4% or $79,429 at 6%; with 100% employer match about $89,358 at 4% or $59,572 at 6%. |
| Ballast Investments LLC 401(K) Plan | - | 157 | $4,332,820 | $1,122,337 | $7,149iApproximate average salary by contribution assumption: employee only about $178,716 at 4% or $119,144 at 6%; with 50% employer match about $119,144 at 4% or $79,429 at 6%; with 100% employer match about $89,358 at 4% or $59,572 at 6%. |
| 2022 | 1 | 153 | $3,121,818 | $1,085,227 | $7,093iApproximate average salary by contribution assumption: employee only about $177,325 at 4% or $118,216 at 6%; with 50% employer match about $118,216 at 4% or $78,811 at 6%; with 100% employer match about $88,662 at 4% or $59,108 at 6%. |
| Ballast Investments LLC 401(K) Plan | - | 153 | $3,121,818 | $1,085,227 | $7,093iApproximate average salary by contribution assumption: employee only about $177,325 at 4% or $118,216 at 6%; with 50% employer match about $118,216 at 4% or $78,811 at 6%; with 100% employer match about $88,662 at 4% or $59,108 at 6%. |
| 2021 | 1 | 156 | $3,834,366 | $937,633 | $6,010iApproximate average salary by contribution assumption: employee only about $150,262 at 4% or $100,174 at 6%; with 50% employer match about $100,174 at 4% or $66,783 at 6%; with 100% employer match about $75,131 at 4% or $50,087 at 6%. |
| Ballast Investments LLC 401(K) Plan | - | 156 | $3,834,366 | $937,633 | $6,010iApproximate average salary by contribution assumption: employee only about $150,262 at 4% or $100,174 at 6%; with 50% employer match about $100,174 at 4% or $66,783 at 6%; with 100% employer match about $75,131 at 4% or $50,087 at 6%. |