Civic Intelligence

Balzano Associates Inc.

Plan context: BALZANO ASSOCIATES, INC. RETIREMENT PLAN

EIN 52-1403440 • Springfield, VA • 17 filings • 2 plans

5411-f Backlick RoadSpringfield, VA 22151
Current Snapshot

Latest Year

2014

2014 Participants

4

2014 Assets

$1,121,020

2014 Contributions

$5,709

Historical Graphs

Total Assets Over Time

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

$4,163,295$2,081,648$0199920062013YearValue
$1,121,020Latest year 2013

Participants Over Time

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

740199920062013YearValue
4Latest year 2013

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
201410$0$5,709-
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-0$0$5,709-
201314$1,121,020$23,307$5,827iApproximate average salary by contribution assumption: employee only about $145,669 at 4% or $97,113 at 6%; with 50% employer match about $97,113 at 4% or $64,742 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-4$1,121,020$23,307$5,827iApproximate average salary by contribution assumption: employee only about $145,669 at 4% or $97,113 at 6%; with 50% employer match about $97,113 at 4% or $64,742 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
201215$1,014,030$105,750$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-5$1,014,030$105,750$21,150iApproximate average salary by contribution assumption: employee only about $528,750 at 4% or $352,500 at 6%; with 50% employer match about $352,500 at 4% or $235,000 at 6%; with 100% employer match about $264,375 at 4% or $176,250 at 6%.
201115$844,051$127,280$25,456iApproximate average salary by contribution assumption: employee only about $636,400 at 4% or $424,267 at 6%; with 50% employer match about $424,267 at 4% or $282,844 at 6%; with 100% employer match about $318,200 at 4% or $212,133 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-5$844,051$127,280$25,456iApproximate average salary by contribution assumption: employee only about $636,400 at 4% or $424,267 at 6%; with 50% employer match about $424,267 at 4% or $282,844 at 6%; with 100% employer match about $318,200 at 4% or $212,133 at 6%.
201016$782,708$104,476$17,413iApproximate average salary by contribution assumption: employee only about $435,317 at 4% or $290,211 at 6%; with 50% employer match about $290,211 at 4% or $193,474 at 6%; with 100% employer match about $217,658 at 4% or $145,106 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-6$782,708$104,476$17,413iApproximate average salary by contribution assumption: employee only about $435,317 at 4% or $290,211 at 6%; with 50% employer match about $290,211 at 4% or $193,474 at 6%; with 100% employer match about $217,658 at 4% or $145,106 at 6%.
200915$608,875$104,250$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-5$608,875$104,250$20,850iApproximate average salary by contribution assumption: employee only about $521,250 at 4% or $347,500 at 6%; with 50% employer match about $347,500 at 4% or $231,667 at 6%; with 100% employer match about $260,625 at 4% or $173,750 at 6%.
200815$387,862$134,029$26,806iApproximate average salary by contribution assumption: employee only about $670,145 at 4% or $446,763 at 6%; with 50% employer match about $446,763 at 4% or $297,842 at 6%; with 100% employer match about $335,073 at 4% or $223,382 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-5$387,862$134,029$26,806iApproximate average salary by contribution assumption: employee only about $670,145 at 4% or $446,763 at 6%; with 50% employer match about $446,763 at 4% or $297,842 at 6%; with 100% employer match about $335,073 at 4% or $223,382 at 6%.
200714$431,948$130,733$32,683iApproximate average salary by contribution assumption: employee only about $817,081 at 4% or $544,721 at 6%; with 50% employer match about $544,721 at 4% or $363,147 at 6%; with 100% employer match about $408,541 at 4% or $272,360 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-4$431,948$130,733$32,683iApproximate average salary by contribution assumption: employee only about $817,081 at 4% or $544,721 at 6%; with 50% employer match about $544,721 at 4% or $363,147 at 6%; with 100% employer match about $408,541 at 4% or $272,360 at 6%.
200614$290,912$129,810$32,453iApproximate average salary by contribution assumption: employee only about $811,313 at 4% or $540,875 at 6%; with 50% employer match about $540,875 at 4% or $360,583 at 6%; with 100% employer match about $405,656 at 4% or $270,438 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-4$290,912$129,810$32,453iApproximate average salary by contribution assumption: employee only about $811,313 at 4% or $540,875 at 6%; with 50% employer match about $540,875 at 4% or $360,583 at 6%; with 100% employer match about $405,656 at 4% or $270,438 at 6%.
200524$141,161$138,286$34,572iApproximate average salary by contribution assumption: employee only about $864,288 at 4% or $576,192 at 6%; with 50% employer match about $576,192 at 4% or $384,128 at 6%; with 100% employer match about $432,144 at 4% or $288,096 at 6%.
BALZANO ASSOCIATES, INC. RETIREMENT PLAN-4$141,161$138,286$34,572iApproximate average salary by contribution assumption: employee only about $864,288 at 4% or $576,192 at 6%; with 50% employer match about $576,192 at 4% or $384,128 at 6%; with 100% employer match about $432,144 at 4% or $288,096 at 6%.
Balzano Associates Inc. Defined Benefit Plan-0---
200416$4,163,295$195,613$32,602iApproximate average salary by contribution assumption: employee only about $815,054 at 4% or $543,369 at 6%; with 50% employer match about $543,369 at 4% or $362,246 at 6%; with 100% employer match about $407,527 at 4% or $271,685 at 6%.
Balzano Associates Inc. Defined Benefit Plan-6$4,163,295$195,613$32,602iApproximate average salary by contribution assumption: employee only about $815,054 at 4% or $543,369 at 6%; with 50% employer match about $543,369 at 4% or $362,246 at 6%; with 100% employer match about $407,527 at 4% or $271,685 at 6%.
200317$3,611,747$573,994$81,999iApproximate average salary by contribution assumption: employee only about $2,049,979 at 4% or $1,366,652 at 6%; with 50% employer match about $1,366,652 at 4% or $911,102 at 6%; with 100% employer match about $1,024,989 at 4% or $683,326 at 6%.
Balzano Associates Inc. Defined Benefit Plan-7$3,611,747$573,994$81,999iApproximate average salary by contribution assumption: employee only about $2,049,979 at 4% or $1,366,652 at 6%; with 50% employer match about $1,366,652 at 4% or $911,102 at 6%; with 100% employer match about $1,024,989 at 4% or $683,326 at 6%.
200216$2,470,709$521,720$86,953iApproximate average salary by contribution assumption: employee only about $2,173,833 at 4% or $1,449,222 at 6%; with 50% employer match about $1,449,222 at 4% or $966,148 at 6%; with 100% employer match about $1,086,917 at 4% or $724,611 at 6%.
Balzano Associates Inc. Defined Benefit Plan-6$2,470,709$521,720$86,953iApproximate average salary by contribution assumption: employee only about $2,173,833 at 4% or $1,449,222 at 6%; with 50% employer match about $1,449,222 at 4% or $966,148 at 6%; with 100% employer match about $1,086,917 at 4% or $724,611 at 6%.
200116$2,250,359$376,592$62,765iApproximate average salary by contribution assumption: employee only about $1,569,133 at 4% or $1,046,089 at 6%; with 50% employer match about $1,046,089 at 4% or $697,393 at 6%; with 100% employer match about $784,567 at 4% or $523,044 at 6%.
Balzano Associates Inc. Defined Benefit Plan-6$2,250,359$376,592$62,765iApproximate average salary by contribution assumption: employee only about $1,569,133 at 4% or $1,046,089 at 6%; with 50% employer match about $1,046,089 at 4% or $697,393 at 6%; with 100% employer match about $784,567 at 4% or $523,044 at 6%.
200015$1,945,441$454,667$90,933iApproximate average salary by contribution assumption: employee only about $2,273,335 at 4% or $1,515,557 at 6%; with 50% employer match about $1,515,557 at 4% or $1,010,371 at 6%; with 100% employer match about $1,136,668 at 4% or $757,778 at 6%.
Balzano Associates Inc. Defined Benefit Plan-5$1,945,441$454,667$90,933iApproximate average salary by contribution assumption: employee only about $2,273,335 at 4% or $1,515,557 at 6%; with 50% employer match about $1,515,557 at 4% or $1,010,371 at 6%; with 100% employer match about $1,136,668 at 4% or $757,778 at 6%.
199916$1,465,478$150,878$25,146iApproximate average salary by contribution assumption: employee only about $628,658 at 4% or $419,106 at 6%; with 50% employer match about $419,106 at 4% or $279,404 at 6%; with 100% employer match about $314,329 at 4% or $209,553 at 6%.
Balzano Associates Inc. Defined Benefit Plan-6$1,465,478$150,878$25,146iApproximate average salary by contribution assumption: employee only about $628,658 at 4% or $419,106 at 6%; with 50% employer match about $419,106 at 4% or $279,404 at 6%; with 100% employer match about $314,329 at 4% or $209,553 at 6%.