CHARLES DAVID BALFOUR
Plan context: CHARLES DAVID BALFOUR 401(K) PLAN
EIN 47-4871822 • Carlsbad, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$21,091
2025 Contributions
$1,047
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $1,047 | - |
| CHARLES DAVID BALFOUR 401(K) PLAN | - | 0 | $0 | $1,047 | - |
| 2024 | 1 | 1 | $21,091 | $445 | $445iApproximate average salary by contribution assumption: employee only about $11,125 at 4% or $7,417 at 6%; with 50% employer match about $7,417 at 4% or $4,944 at 6%; with 100% employer match about $5,563 at 4% or $3,708 at 6%. |
| CHARLES DAVID BALFOUR 401(K) PLAN | - | 1 | $21,091 | $445 | $445iApproximate average salary by contribution assumption: employee only about $11,125 at 4% or $7,417 at 6%; with 50% employer match about $7,417 at 4% or $4,944 at 6%; with 100% employer match about $5,563 at 4% or $3,708 at 6%. |
| 2023 | 1 | 1 | $18,566 | $0 | - |
| CHARLES DAVID BALFOUR 401(K) PLAN | - | 1 | $18,566 | - | - |
| 2022 | 1 | 2 | $27,940 | $12,048 | $6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%. |
| CHARLES DAVID BALFOUR 401(K) PLAN | - | 2 | $27,940 | $12,048 | $6,024iApproximate average salary by contribution assumption: employee only about $150,600 at 4% or $100,400 at 6%; with 50% employer match about $100,400 at 4% or $66,933 at 6%; with 100% employer match about $75,300 at 4% or $50,200 at 6%. |