Civic Intelligence

System Dynamics Inc.

Plan context: Systems Management & Balancing Inc. 401K Retirement Plan

EIN 48-1276814 • Waukee, IA • 19 filings • 3 plans

925 SE Olson DriveWaukee, IA 50263
Current Snapshot

Latest Year

2021

2021 Participants

16

2021 Assets

$1,695,912

2021 Contributions

$220,056

Historical Graphs

Total Assets Over Time

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

$1,695,912$847,956$0200320122020YearValue
$1,695,912Latest year 2020

Participants Over Time

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

1680200320122020YearValue
16Latest year 2020

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
202110$0$0-
Systems Management & Balancing Inc. 401K Retirement Plan-0$0$0-
2020116$1,695,912$220,056$13,754iApproximate average salary by contribution assumption: employee only about $343,838 at 4% or $229,225 at 6%; with 50% employer match about $229,225 at 4% or $152,817 at 6%; with 100% employer match about $171,919 at 4% or $114,613 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-16$1,695,912$220,056$13,754iApproximate average salary by contribution assumption: employee only about $343,838 at 4% or $229,225 at 6%; with 50% employer match about $229,225 at 4% or $152,817 at 6%; with 100% employer match about $171,919 at 4% or $114,613 at 6%.
2019114$1,279,123$128,012$9,144iApproximate average salary by contribution assumption: employee only about $228,593 at 4% or $152,395 at 6%; with 50% employer match about $152,395 at 4% or $101,597 at 6%; with 100% employer match about $114,296 at 4% or $76,198 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-14$1,279,123$128,012$9,144iApproximate average salary by contribution assumption: employee only about $228,593 at 4% or $152,395 at 6%; with 50% employer match about $152,395 at 4% or $101,597 at 6%; with 100% employer match about $114,296 at 4% or $76,198 at 6%.
2018113$933,168$163,643$12,588iApproximate average salary by contribution assumption: employee only about $314,698 at 4% or $209,799 at 6%; with 50% employer match about $209,799 at 4% or $139,866 at 6%; with 100% employer match about $157,349 at 4% or $104,899 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-13$933,168$163,643$12,588iApproximate average salary by contribution assumption: employee only about $314,698 at 4% or $209,799 at 6%; with 50% employer match about $209,799 at 4% or $139,866 at 6%; with 100% employer match about $157,349 at 4% or $104,899 at 6%.
2017114$890,327$104,582$7,470iApproximate average salary by contribution assumption: employee only about $186,754 at 4% or $124,502 at 6%; with 50% employer match about $124,502 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-14$890,327$104,582$7,470iApproximate average salary by contribution assumption: employee only about $186,754 at 4% or $124,502 at 6%; with 50% employer match about $124,502 at 4% or $83,002 at 6%; with 100% employer match about $93,377 at 4% or $62,251 at 6%.
2016112$668,013$90,390$7,533iApproximate average salary by contribution assumption: employee only about $188,313 at 4% or $125,542 at 6%; with 50% employer match about $125,542 at 4% or $83,694 at 6%; with 100% employer match about $94,156 at 4% or $62,771 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-12$668,013$90,390$7,533iApproximate average salary by contribution assumption: employee only about $188,313 at 4% or $125,542 at 6%; with 50% employer match about $125,542 at 4% or $83,694 at 6%; with 100% employer match about $94,156 at 4% or $62,771 at 6%.
2015111$718,927$95,729$8,703iApproximate average salary by contribution assumption: employee only about $217,566 at 4% or $145,044 at 6%; with 50% employer match about $145,044 at 4% or $96,696 at 6%; with 100% employer match about $108,783 at 4% or $72,522 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-11$718,927$95,729$8,703iApproximate average salary by contribution assumption: employee only about $217,566 at 4% or $145,044 at 6%; with 50% employer match about $145,044 at 4% or $96,696 at 6%; with 100% employer match about $108,783 at 4% or $72,522 at 6%.
2014114$770,384$76,978$5,498iApproximate average salary by contribution assumption: employee only about $137,461 at 4% or $91,640 at 6%; with 50% employer match about $91,640 at 4% or $61,094 at 6%; with 100% employer match about $68,730 at 4% or $45,820 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-14$770,384$76,978$5,498iApproximate average salary by contribution assumption: employee only about $137,461 at 4% or $91,640 at 6%; with 50% employer match about $91,640 at 4% or $61,094 at 6%; with 100% employer match about $68,730 at 4% or $45,820 at 6%.
2013113$667,763$191,854$14,758iApproximate average salary by contribution assumption: employee only about $368,950 at 4% or $245,967 at 6%; with 50% employer match about $245,967 at 4% or $163,978 at 6%; with 100% employer match about $184,475 at 4% or $122,983 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-13$667,763$191,854$14,758iApproximate average salary by contribution assumption: employee only about $368,950 at 4% or $245,967 at 6%; with 50% employer match about $245,967 at 4% or $163,978 at 6%; with 100% employer match about $184,475 at 4% or $122,983 at 6%.
2012113$460,704$73,776$5,675iApproximate average salary by contribution assumption: employee only about $141,877 at 4% or $94,585 at 6%; with 50% employer match about $94,585 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-13$460,704$73,776$5,675iApproximate average salary by contribution assumption: employee only about $141,877 at 4% or $94,585 at 6%; with 50% employer match about $94,585 at 4% or $63,056 at 6%; with 100% employer match about $70,938 at 4% or $47,292 at 6%.
2011113$352,993$57,530$4,425iApproximate average salary by contribution assumption: employee only about $110,635 at 4% or $73,756 at 6%; with 50% employer match about $73,756 at 4% or $49,171 at 6%; with 100% employer match about $55,317 at 4% or $36,878 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-13$352,993$57,530$4,425iApproximate average salary by contribution assumption: employee only about $110,635 at 4% or $73,756 at 6%; with 50% employer match about $73,756 at 4% or $49,171 at 6%; with 100% employer match about $55,317 at 4% or $36,878 at 6%.
2010112$318,752$52,402$4,367iApproximate average salary by contribution assumption: employee only about $109,171 at 4% or $72,781 at 6%; with 50% employer match about $72,781 at 4% or $48,520 at 6%; with 100% employer match about $54,585 at 4% or $36,390 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-12$318,752$52,402$4,367iApproximate average salary by contribution assumption: employee only about $109,171 at 4% or $72,781 at 6%; with 50% employer match about $72,781 at 4% or $48,520 at 6%; with 100% employer match about $54,585 at 4% or $36,390 at 6%.
2009112$238,778$47,489$3,957iApproximate average salary by contribution assumption: employee only about $98,935 at 4% or $65,957 at 6%; with 50% employer match about $65,957 at 4% or $43,971 at 6%; with 100% employer match about $49,468 at 4% or $32,978 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-12$238,778$47,489$3,957iApproximate average salary by contribution assumption: employee only about $98,935 at 4% or $65,957 at 6%; with 50% employer match about $65,957 at 4% or $43,971 at 6%; with 100% employer match about $49,468 at 4% or $32,978 at 6%.
2008112$164,063$47,702$3,975iApproximate average salary by contribution assumption: employee only about $99,379 at 4% or $66,253 at 6%; with 50% employer match about $66,253 at 4% or $44,169 at 6%; with 100% employer match about $49,690 at 4% or $33,126 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-12$164,063$47,702$3,975iApproximate average salary by contribution assumption: employee only about $99,379 at 4% or $66,253 at 6%; with 50% employer match about $66,253 at 4% or $44,169 at 6%; with 100% employer match about $49,690 at 4% or $33,126 at 6%.
200719$160,188$35,614$3,957iApproximate average salary by contribution assumption: employee only about $98,928 at 4% or $65,952 at 6%; with 50% employer match about $65,952 at 4% or $43,968 at 6%; with 100% employer match about $49,464 at 4% or $32,976 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-9$160,188$35,614$3,957iApproximate average salary by contribution assumption: employee only about $98,928 at 4% or $65,952 at 6%; with 50% employer match about $65,952 at 4% or $43,968 at 6%; with 100% employer match about $49,464 at 4% or $32,976 at 6%.
200616$138,083$38,829$6,472iApproximate average salary by contribution assumption: employee only about $161,788 at 4% or $107,858 at 6%; with 50% employer match about $107,858 at 4% or $71,906 at 6%; with 100% employer match about $80,894 at 4% or $53,929 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-6$138,083$38,829$6,472iApproximate average salary by contribution assumption: employee only about $161,788 at 4% or $107,858 at 6%; with 50% employer match about $107,858 at 4% or $71,906 at 6%; with 100% employer match about $80,894 at 4% or $53,929 at 6%.
200518$90,045$36,463$4,558iApproximate average salary by contribution assumption: employee only about $113,947 at 4% or $75,965 at 6%; with 50% employer match about $75,965 at 4% or $50,643 at 6%; with 100% employer match about $56,973 at 4% or $37,982 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-8$90,045$36,463$4,558iApproximate average salary by contribution assumption: employee only about $113,947 at 4% or $75,965 at 6%; with 50% employer match about $75,965 at 4% or $50,643 at 6%; with 100% employer match about $56,973 at 4% or $37,982 at 6%.
200417$52,216$30,053$4,293iApproximate average salary by contribution assumption: employee only about $107,332 at 4% or $71,555 at 6%; with 50% employer match about $71,555 at 4% or $47,703 at 6%; with 100% employer match about $53,666 at 4% or $35,777 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-7$52,216$30,053$4,293iApproximate average salary by contribution assumption: employee only about $107,332 at 4% or $71,555 at 6%; with 50% employer match about $71,555 at 4% or $47,703 at 6%; with 100% employer match about $53,666 at 4% or $35,777 at 6%.
200317$20,655$20,163$2,880iApproximate average salary by contribution assumption: employee only about $72,011 at 4% or $48,007 at 6%; with 50% employer match about $48,007 at 4% or $32,005 at 6%; with 100% employer match about $36,005 at 4% or $24,004 at 6%.
Systems Management & Balancing Inc. 401K Retirement Plan-7$20,655$20,163$2,880iApproximate average salary by contribution assumption: employee only about $72,011 at 4% or $48,007 at 6%; with 50% employer match about $48,007 at 4% or $32,005 at 6%; with 100% employer match about $36,005 at 4% or $24,004 at 6%.