Civic Intelligence

Balsam Brands Inc.

Plan context: Balsam Brands Inc. Retirement Trust

EIN 47-3255205 • 16 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

180

2024 Assets

$21,970,281

2024 Contributions

$3,722,444

Historical Graphs

Total Assets Over Time

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

$21,970,281$10,985,141$0201620202024YearValue
$21,970,281Latest year 2024

Participants Over Time

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

191960201620202024YearValue
180Latest 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
20242180$21,970,281$3,722,444$20,680iApproximate average salary by contribution assumption: employee only about $517,006 at 4% or $344,671 at 6%; with 50% employer match about $344,671 at 4% or $229,780 at 6%; with 100% employer match about $258,503 at 4% or $172,335 at 6%.
Balsam Brands Inc. Retirement Trust-180$21,970,281$3,722,444$20,680iApproximate average salary by contribution assumption: employee only about $517,006 at 4% or $344,671 at 6%; with 50% employer match about $344,671 at 4% or $229,780 at 6%; with 100% employer match about $258,503 at 4% or $172,335 at 6%.
Balsam Brands Health and Welfare Benefit Plan-177---
20232191$16,909,561$3,159,638$16,543iApproximate average salary by contribution assumption: employee only about $413,565 at 4% or $275,710 at 6%; with 50% employer match about $275,710 at 4% or $183,807 at 6%; with 100% employer match about $206,783 at 4% or $137,855 at 6%.
Balsam Brands Inc. Retirement Trust-168$16,909,561$3,159,638$18,807iApproximate average salary by contribution assumption: employee only about $470,184 at 4% or $313,456 at 6%; with 50% employer match about $313,456 at 4% or $208,971 at 6%; with 100% employer match about $235,092 at 4% or $156,728 at 6%.
Balsam Brands Health and Welfare Benefit Plan-191---
20222178$11,820,201$2,468,957$13,871iApproximate average salary by contribution assumption: employee only about $346,764 at 4% or $231,176 at 6%; with 50% employer match about $231,176 at 4% or $154,117 at 6%; with 100% employer match about $173,382 at 4% or $115,588 at 6%.
Balsam Brands Inc. Retirement Trust-178$11,820,201$2,468,957$13,871iApproximate average salary by contribution assumption: employee only about $346,764 at 4% or $231,176 at 6%; with 50% employer match about $231,176 at 4% or $154,117 at 6%; with 100% employer match about $173,382 at 4% or $115,588 at 6%.
Balsam Brands Health and Welfare Benefit Plan-165---
20212169$13,085,316$2,448,120$14,486iApproximate average salary by contribution assumption: employee only about $362,148 at 4% or $241,432 at 6%; with 50% employer match about $241,432 at 4% or $160,955 at 6%; with 100% employer match about $181,074 at 4% or $120,716 at 6%.
Balsam Brands Inc. Retirement Trust-169$13,085,316$2,448,120$14,486iApproximate average salary by contribution assumption: employee only about $362,148 at 4% or $241,432 at 6%; with 50% employer match about $241,432 at 4% or $160,955 at 6%; with 100% employer match about $181,074 at 4% or $120,716 at 6%.
Balsam Brands Health and Welfare Benefit Plan-142---
20202153$9,392,102$1,705,524$11,147iApproximate average salary by contribution assumption: employee only about $278,680 at 4% or $185,787 at 6%; with 50% employer match about $185,787 at 4% or $123,858 at 6%; with 100% employer match about $139,340 at 4% or $92,893 at 6%.
Balsam Brands Inc. Retirement Trust-146$9,392,102$1,705,524$11,682iApproximate average salary by contribution assumption: employee only about $292,042 at 4% or $194,695 at 6%; with 50% employer match about $194,695 at 4% or $129,796 at 6%; with 100% employer match about $146,021 at 4% or $97,347 at 6%.
Balsam Brands Health and Welfare Benefit Plan-153---
20192134$6,461,596$1,666,969$12,440iApproximate average salary by contribution assumption: employee only about $311,002 at 4% or $207,334 at 6%; with 50% employer match about $207,334 at 4% or $138,223 at 6%; with 100% employer match about $155,501 at 4% or $103,667 at 6%.
Balsam Brands Inc. Retirement Trust-134$6,461,596$1,666,969$12,440iApproximate average salary by contribution assumption: employee only about $311,002 at 4% or $207,334 at 6%; with 50% employer match about $207,334 at 4% or $138,223 at 6%; with 100% employer match about $155,501 at 4% or $103,667 at 6%.
Balsam Brands Health and Welfare Benefit Plan-124---
20182123$3,863,342$1,016,896$8,267iApproximate average salary by contribution assumption: employee only about $206,686 at 4% or $137,791 at 6%; with 50% employer match about $137,791 at 4% or $91,861 at 6%; with 100% employer match about $103,343 at 4% or $68,895 at 6%.
Balsam Brands Inc. Retirement Trust-123$3,863,342$1,016,896$8,267iApproximate average salary by contribution assumption: employee only about $206,686 at 4% or $137,791 at 6%; with 50% employer match about $137,791 at 4% or $91,861 at 6%; with 100% employer match about $103,343 at 4% or $68,895 at 6%.
Balsam Brands Health and Welfare Benefit Plan-121---
2017189$3,232,928$719,500$8,084iApproximate average salary by contribution assumption: employee only about $202,107 at 4% or $134,738 at 6%; with 50% employer match about $134,738 at 4% or $89,825 at 6%; with 100% employer match about $101,053 at 4% or $67,369 at 6%.
Balsam Brands Inc. Retirement Trust-89$3,232,928$719,500$8,084iApproximate average salary by contribution assumption: employee only about $202,107 at 4% or $134,738 at 6%; with 50% employer match about $134,738 at 4% or $89,825 at 6%; with 100% employer match about $101,053 at 4% or $67,369 at 6%.
2016172$2,062,823$558,475$7,757iApproximate average salary by contribution assumption: employee only about $193,915 at 4% or $129,277 at 6%; with 50% employer match about $129,277 at 4% or $86,184 at 6%; with 100% employer match about $96,957 at 4% or $64,638 at 6%.
Balsam Brands Inc. Retirement Trust-72$2,062,823$558,475$7,757iApproximate average salary by contribution assumption: employee only about $193,915 at 4% or $129,277 at 6%; with 50% employer match about $129,277 at 4% or $86,184 at 6%; with 100% employer match about $96,957 at 4% or $64,638 at 6%.