Civic Intelligence

Kallina & Associates LLC

Plan context: KALLINA & ASSOCIATES, LLC CASH BALANCE PLAN

EIN 52-2088948 • Towson, MD • 17 filings • 5 plans

7801 York Road, Ste. 230Towson, MD 21204-7448
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$292,511

2024 Contributions

$195,075

Historical Graphs

Total Assets Over Time

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

$655,232$327,616$0200020092024YearValue
$292,511Latest year 2024

Participants Over Time

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

1050200020082024YearValue
3Latest 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
202413$292,511$195,075$65,025iApproximate average salary by contribution assumption: employee only about $1,625,625 at 4% or $1,083,750 at 6%; with 50% employer match about $1,083,750 at 4% or $722,500 at 6%; with 100% employer match about $812,813 at 4% or $541,875 at 6%.
KALLINA & ASSOCIATES, LLC CASH BALANCE PLAN-3$292,511$195,075$65,025iApproximate average salary by contribution assumption: employee only about $1,625,625 at 4% or $1,083,750 at 6%; with 50% employer match about $1,083,750 at 4% or $722,500 at 6%; with 100% employer match about $812,813 at 4% or $541,875 at 6%.
202313$244,584$184,750$61,583iApproximate average salary by contribution assumption: employee only about $1,539,583 at 4% or $1,026,389 at 6%; with 50% employer match about $1,026,389 at 4% or $684,259 at 6%; with 100% employer match about $769,792 at 4% or $513,194 at 6%.
KALLINA & ASSOCIATES, LLC CASH BALANCE PLAN-3$244,584$184,750$61,583iApproximate average salary by contribution assumption: employee only about $1,539,583 at 4% or $1,026,389 at 6%; with 50% employer match about $1,026,389 at 4% or $684,259 at 6%; with 100% employer match about $769,792 at 4% or $513,194 at 6%.
202212$655,232$205,079$102,540iApproximate average salary by contribution assumption: employee only about $2,563,488 at 4% or $1,708,992 at 6%; with 50% employer match about $1,708,992 at 4% or $1,139,328 at 6%; with 100% employer match about $1,281,744 at 4% or $854,496 at 6%.
KALLINA & ASSOCIATES, LLC CASH BALANCE PLAN-2$655,232$205,079$102,540iApproximate average salary by contribution assumption: employee only about $2,563,488 at 4% or $1,708,992 at 6%; with 50% employer match about $1,708,992 at 4% or $1,139,328 at 6%; with 100% employer match about $1,281,744 at 4% or $854,496 at 6%.
202112$470,054$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
KALLINA & ASSOCIATES, LLC CASH BALANCE PLAN-2$470,054$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202013$298,470$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
KALLINA & ASSOCIATES, LLC CASH BALANCE PLAN-3$298,470$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201912$150,000$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-2$150,000$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201010$0$0-
Kallina & Associates LLC Profit Sharing Plan and Trust-0$0--
200919$487,539$53,724$5,969iApproximate average salary by contribution assumption: employee only about $149,233 at 4% or $99,489 at 6%; with 50% employer match about $99,489 at 4% or $66,326 at 6%; with 100% employer match about $74,617 at 4% or $49,744 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-9$487,539$53,724$5,969iApproximate average salary by contribution assumption: employee only about $149,233 at 4% or $99,489 at 6%; with 50% employer match about $99,489 at 4% or $66,326 at 6%; with 100% employer match about $74,617 at 4% or $49,744 at 6%.
200817$361,735$70,128$10,018iApproximate average salary by contribution assumption: employee only about $250,457 at 4% or $166,971 at 6%; with 50% employer match about $166,971 at 4% or $111,314 at 6%; with 100% employer match about $125,229 at 4% or $83,486 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-7$361,735$70,128$10,018iApproximate average salary by contribution assumption: employee only about $250,457 at 4% or $166,971 at 6%; with 50% employer match about $166,971 at 4% or $111,314 at 6%; with 100% employer match about $125,229 at 4% or $83,486 at 6%.
200718$0$0-
Kallina & Associates LLC Profit Sharing Plan and Trust-8---
2006110$357,995$46,568$4,657iApproximate average salary by contribution assumption: employee only about $116,420 at 4% or $77,613 at 6%; with 50% employer match about $77,613 at 4% or $51,742 at 6%; with 100% employer match about $58,210 at 4% or $38,807 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-10$357,995$46,568$4,657iApproximate average salary by contribution assumption: employee only about $116,420 at 4% or $77,613 at 6%; with 50% employer match about $77,613 at 4% or $51,742 at 6%; with 100% employer match about $58,210 at 4% or $38,807 at 6%.
200514$290,213$0-
Kallina & Associates LLC Profit Sharing Plan and Trust-4$290,213--
200413$282,254$0-
Kallina & Associates LLC Profit Sharing Plan and Trust-3$282,254--
200314$336,311$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-4$336,311$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200214$267,836$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-4$267,836$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200115$0$0-
Kallina & Associates LLC Profit Sharing Plan and Trust-5---
200016$231,776$50,771$8,462iApproximate average salary by contribution assumption: employee only about $211,546 at 4% or $141,031 at 6%; with 50% employer match about $141,031 at 4% or $94,020 at 6%; with 100% employer match about $105,773 at 4% or $70,515 at 6%.
Kallina & Associates LLC Profit Sharing Plan and Trust-6$231,776$50,771$8,462iApproximate average salary by contribution assumption: employee only about $211,546 at 4% or $141,031 at 6%; with 50% employer match about $141,031 at 4% or $94,020 at 6%; with 100% employer match about $105,773 at 4% or $70,515 at 6%.