Civic Intelligence

Balzer & Associates Inc.

Plan context: Balzer & Associates 401K Profit Sharing Plan

EIN 54-0837195 • Roanoke, VA • 46 filings • 9 plans

1208 Corporate Circle SWRoanoke, VA 24018
Current Snapshot

Latest Year

2024

2024 Participants

128

2024 Assets

$29,251,448

2024 Contributions

$2,480,218

Historical Graphs

Total Assets Over Time

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

$29,251,448$14,625,724$0199920132024YearValue
$29,251,448Latest year 2024

Participants Over Time

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

181910199920122024YearValue
128Latest 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
20242128$29,251,448$2,480,218$19,377iApproximate average salary by contribution assumption: employee only about $484,418 at 4% or $322,945 at 6%; with 50% employer match about $322,945 at 4% or $215,297 at 6%; with 100% employer match about $242,209 at 4% or $161,473 at 6%.
Balzer & Associates 401K Profit Sharing Plan-128$14,682,617$1,319,749$10,311iApproximate average salary by contribution assumption: employee only about $257,763 at 4% or $171,842 at 6%; with 50% employer match about $171,842 at 4% or $114,562 at 6%; with 100% employer match about $128,882 at 4% or $85,921 at 6%.
Balzer & Associates Richmond 401(K) Profit Sharing Plan-101$14,568,831$1,160,469$11,490iApproximate average salary by contribution assumption: employee only about $287,245 at 4% or $191,497 at 6%; with 50% employer match about $191,497 at 4% or $127,664 at 6%; with 100% employer match about $143,622 at 4% or $95,748 at 6%.
20233131$24,211,581$2,447,482$18,683iApproximate average salary by contribution assumption: employee only about $467,077 at 4% or $311,384 at 6%; with 50% employer match about $311,384 at 4% or $207,590 at 6%; with 100% employer match about $233,538 at 4% or $155,692 at 6%.
Balzer & Associates Richmond 401(K) Profit Sharing Plan-99$12,440,921$1,098,284$11,094iApproximate average salary by contribution assumption: employee only about $277,344 at 4% or $184,896 at 6%; with 50% employer match about $184,896 at 4% or $123,264 at 6%; with 100% employer match about $138,672 at 4% or $92,448 at 6%.
Balzer & Associates 401K Profit Sharing Plan-99$11,770,660$1,349,198$13,628iApproximate average salary by contribution assumption: employee only about $340,707 at 4% or $227,138 at 6%; with 50% employer match about $227,138 at 4% or $151,425 at 6%; with 100% employer match about $170,353 at 4% or $113,569 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-131---
20223130$22,058,525$2,178,870$16,761iApproximate average salary by contribution assumption: employee only about $419,013 at 4% or $279,342 at 6%; with 50% employer match about $279,342 at 4% or $186,228 at 6%; with 100% employer match about $209,507 at 4% or $139,671 at 6%.
Balzer & Associates Richmond 401(K) Profit Sharing Plan-88$12,191,865$1,004,777$11,418iApproximate average salary by contribution assumption: employee only about $285,448 at 4% or $190,299 at 6%; with 50% employer match about $190,299 at 4% or $126,866 at 6%; with 100% employer match about $142,724 at 4% or $95,149 at 6%.
Balzer & Associates 401K Profit Sharing Plan-97$9,866,660$1,174,093$12,104iApproximate average salary by contribution assumption: employee only about $302,601 at 4% or $201,734 at 6%; with 50% employer match about $201,734 at 4% or $134,489 at 6%; with 100% employer match about $151,301 at 4% or $100,867 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-130---
20213139$25,622,648$2,231,396$16,053iApproximate average salary by contribution assumption: employee only about $401,330 at 4% or $267,553 at 6%; with 50% employer match about $267,553 at 4% or $178,369 at 6%; with 100% employer match about $200,665 at 4% or $133,777 at 6%.
Balzer & Associates Richmond 401(K) Profit Sharing Plan-80$13,320,657$1,037,942$12,974iApproximate average salary by contribution assumption: employee only about $324,357 at 4% or $216,238 at 6%; with 50% employer match about $216,238 at 4% or $144,159 at 6%; with 100% employer match about $162,178 at 4% or $108,119 at 6%.
Balzer & Associates 401K Profit Sharing Plan-85$12,301,991$1,193,454$14,041iApproximate average salary by contribution assumption: employee only about $351,016 at 4% or $234,011 at 6%; with 50% employer match about $234,011 at 4% or $156,007 at 6%; with 100% employer match about $175,508 at 4% or $117,005 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-139---
20203141$22,946,505$2,134,090$15,135iApproximate average salary by contribution assumption: employee only about $378,385 at 4% or $252,257 at 6%; with 50% employer match about $252,257 at 4% or $168,171 at 6%; with 100% employer match about $189,192 at 4% or $126,128 at 6%.
Balzer & Associates 401K Profit Sharing Plan-79$12,458,245$1,101,443$13,942iApproximate average salary by contribution assumption: employee only about $348,558 at 4% or $232,372 at 6%; with 50% employer match about $232,372 at 4% or $154,915 at 6%; with 100% employer match about $174,279 at 4% or $116,186 at 6%.
Balzer & Associates Richmond 401(K) Profit Sharing Plan-72$10,488,260$1,032,647$14,342iApproximate average salary by contribution assumption: employee only about $358,558 at 4% or $239,039 at 6%; with 50% employer match about $239,039 at 4% or $159,359 at 6%; with 100% employer match about $179,279 at 4% or $119,519 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-141---
20192130$18,888,351$1,165,553$8,966iApproximate average salary by contribution assumption: employee only about $224,145 at 4% or $149,430 at 6%; with 50% employer match about $149,430 at 4% or $99,620 at 6%; with 100% employer match about $112,072 at 4% or $74,715 at 6%.
Balzer & Associates 401K Profit Sharing Plan-130$18,888,351$1,165,553$8,966iApproximate average salary by contribution assumption: employee only about $224,145 at 4% or $149,430 at 6%; with 50% employer match about $149,430 at 4% or $99,620 at 6%; with 100% employer match about $112,072 at 4% or $74,715 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-97---
20183124$14,120,406$1,482,708$11,957iApproximate average salary by contribution assumption: employee only about $298,933 at 4% or $199,289 at 6%; with 50% employer match about $199,289 at 4% or $132,859 at 6%; with 100% employer match about $149,467 at 4% or $99,644 at 6%.
Balzer & Associates 401K Profit Sharing Plan-124$14,120,406$1,482,708$11,957iApproximate average salary by contribution assumption: employee only about $298,933 at 4% or $199,289 at 6%; with 50% employer match about $199,289 at 4% or $132,859 at 6%; with 100% employer match about $149,467 at 4% or $99,644 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-108---
Balzer & Associates Inc. Employee Benefit Plan-109---
20171129$13,756,388$1,515,241$11,746iApproximate average salary by contribution assumption: employee only about $293,651 at 4% or $195,768 at 6%; with 50% employer match about $195,768 at 4% or $130,512 at 6%; with 100% employer match about $146,826 at 4% or $97,884 at 6%.
Balzer & Associates 401K Profit Sharing Plan-129$13,756,388$1,515,241$11,746iApproximate average salary by contribution assumption: employee only about $293,651 at 4% or $195,768 at 6%; with 50% employer match about $195,768 at 4% or $130,512 at 6%; with 100% employer match about $146,826 at 4% or $97,884 at 6%.
20161111$11,130,732$516,058$4,649iApproximate average salary by contribution assumption: employee only about $116,229 at 4% or $77,486 at 6%; with 50% employer match about $77,486 at 4% or $51,657 at 6%; with 100% employer match about $58,115 at 4% or $38,743 at 6%.
Balzer & Associates 401K Profit Sharing Plan-111$11,130,732$516,058$4,649iApproximate average salary by contribution assumption: employee only about $116,229 at 4% or $77,486 at 6%; with 50% employer match about $77,486 at 4% or $51,657 at 6%; with 100% employer match about $58,115 at 4% or $38,743 at 6%.
20151103$9,856,664$478,590$4,647iApproximate average salary by contribution assumption: employee only about $116,163 at 4% or $77,442 at 6%; with 50% employer match about $77,442 at 4% or $51,628 at 6%; with 100% employer match about $58,081 at 4% or $38,721 at 6%.
Balzer & Associates 401K Profit Sharing Plan-103$9,856,664$478,590$4,647iApproximate average salary by contribution assumption: employee only about $116,163 at 4% or $77,442 at 6%; with 50% employer match about $77,442 at 4% or $51,628 at 6%; with 100% employer match about $58,081 at 4% or $38,721 at 6%.
2014193$9,382,280$534,339$5,746iApproximate average salary by contribution assumption: employee only about $143,640 at 4% or $95,760 at 6%; with 50% employer match about $95,760 at 4% or $63,840 at 6%; with 100% employer match about $71,820 at 4% or $47,880 at 6%.
Balzer & Associates 401K Profit Sharing Plan-93$9,382,280$534,339$5,746iApproximate average salary by contribution assumption: employee only about $143,640 at 4% or $95,760 at 6%; with 50% employer match about $95,760 at 4% or $63,840 at 6%; with 100% employer match about $71,820 at 4% or $47,880 at 6%.
2013194$8,519,290$620,880$6,605iApproximate average salary by contribution assumption: employee only about $165,128 at 4% or $110,085 at 6%; with 50% employer match about $110,085 at 4% or $73,390 at 6%; with 100% employer match about $82,564 at 4% or $55,043 at 6%.
Balzer & Associates 401K Profit Sharing Plan-94$8,519,290$620,880$6,605iApproximate average salary by contribution assumption: employee only about $165,128 at 4% or $110,085 at 6%; with 50% employer match about $110,085 at 4% or $73,390 at 6%; with 100% employer match about $82,564 at 4% or $55,043 at 6%.
2012197$7,066,625$522,082$5,382iApproximate average salary by contribution assumption: employee only about $134,557 at 4% or $89,705 at 6%; with 50% employer match about $89,705 at 4% or $59,803 at 6%; with 100% employer match about $67,279 at 4% or $44,852 at 6%.
Balzer & Associates 401K Profit Sharing Plan-97$7,066,625$522,082$5,382iApproximate average salary by contribution assumption: employee only about $134,557 at 4% or $89,705 at 6%; with 50% employer match about $89,705 at 4% or $59,803 at 6%; with 100% employer match about $67,279 at 4% or $44,852 at 6%.
20111103$6,274,395$385,991$3,747iApproximate average salary by contribution assumption: employee only about $93,687 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%.
Balzer & Associates 401K Profit Sharing Plan-103$6,274,395$385,991$3,747iApproximate average salary by contribution assumption: employee only about $93,687 at 4% or $62,458 at 6%; with 50% employer match about $62,458 at 4% or $41,639 at 6%; with 100% employer match about $46,844 at 4% or $31,229 at 6%.
2010276$6,394,120$292,377$3,847iApproximate average salary by contribution assumption: employee only about $96,177 at 4% or $64,118 at 6%; with 50% employer match about $64,118 at 4% or $42,745 at 6%; with 100% employer match about $48,088 at 4% or $32,059 at 6%.
Balzer & Associates 401K Profit Sharing Plan-72$6,394,120$292,377$4,061iApproximate average salary by contribution assumption: employee only about $101,520 at 4% or $67,680 at 6%; with 50% employer match about $67,680 at 4% or $45,120 at 6%; with 100% employer match about $50,760 at 4% or $33,840 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-76---
2009292$5,719,655$861,699$9,366iApproximate average salary by contribution assumption: employee only about $234,157 at 4% or $156,105 at 6%; with 50% employer match about $156,105 at 4% or $104,070 at 6%; with 100% employer match about $117,079 at 4% or $78,052 at 6%.
Balzer & Associates 401K Profit Sharing Plan-92$5,719,655$861,699$9,366iApproximate average salary by contribution assumption: employee only about $234,157 at 4% or $156,105 at 6%; with 50% employer match about $156,105 at 4% or $104,070 at 6%; with 100% employer match about $117,079 at 4% or $78,052 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-87---
20082148$4,544,953$643,827$4,350iApproximate average salary by contribution assumption: employee only about $108,755 at 4% or $72,503 at 6%; with 50% employer match about $72,503 at 4% or $48,335 at 6%; with 100% employer match about $54,377 at 4% or $36,252 at 6%.
Balzer & Associates 401K Profit Sharing Plan-148$4,544,953$643,827$4,350iApproximate average salary by contribution assumption: employee only about $108,755 at 4% or $72,503 at 6%; with 50% employer match about $72,503 at 4% or $48,335 at 6%; with 100% employer match about $54,377 at 4% or $36,252 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-122---
20072171$5,975,600$848,297$4,961iApproximate average salary by contribution assumption: employee only about $124,020 at 4% or $82,680 at 6%; with 50% employer match about $82,680 at 4% or $55,120 at 6%; with 100% employer match about $62,010 at 4% or $41,340 at 6%.
Balzer & Associates 401K Profit Sharing Plan-163$5,975,600$848,297$5,204iApproximate average salary by contribution assumption: employee only about $130,107 at 4% or $86,738 at 6%; with 50% employer match about $86,738 at 4% or $57,825 at 6%; with 100% employer match about $65,053 at 4% or $43,369 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-171---
20062181$5,078,674$890,479$4,920iApproximate average salary by contribution assumption: employee only about $122,994 at 4% or $81,996 at 6%; with 50% employer match about $81,996 at 4% or $54,664 at 6%; with 100% employer match about $61,497 at 4% or $40,998 at 6%.
Balzer & Associates 401K Profit Sharing Plan-146$5,078,674$890,479$6,099iApproximate average salary by contribution assumption: employee only about $152,479 at 4% or $101,653 at 6%; with 50% employer match about $101,653 at 4% or $67,769 at 6%; with 100% employer match about $76,240 at 4% or $50,826 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-181---
20051120$3,877,692$965,064$8,042iApproximate average salary by contribution assumption: employee only about $201,055 at 4% or $134,037 at 6%; with 50% employer match about $134,037 at 4% or $89,358 at 6%; with 100% employer match about $100,528 at 4% or $67,018 at 6%.
Balzer & Associates 401K Profit Sharing Plan-120$3,877,692$965,064$8,042iApproximate average salary by contribution assumption: employee only about $201,055 at 4% or $134,037 at 6%; with 50% employer match about $134,037 at 4% or $89,358 at 6%; with 100% employer match about $100,528 at 4% or $67,018 at 6%.
20043146$2,785,358$466,518$3,195iApproximate average salary by contribution assumption: employee only about $79,883 at 4% or $53,255 at 6%; with 50% employer match about $53,255 at 4% or $35,504 at 6%; with 100% employer match about $39,942 at 4% or $26,628 at 6%.
Balzer & Associates 401K Profit Sharing Plan-114$2,785,358$466,518$4,092iApproximate average salary by contribution assumption: employee only about $102,307 at 4% or $68,204 at 6%; with 50% employer match about $68,204 at 4% or $45,470 at 6%; with 100% employer match about $51,153 at 4% or $34,102 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-146---
BALZER AND ASSOCIATES HEALTH REIMBURSEMENT PLAN-0---
20032138$2,131,541$688,266$4,987iApproximate average salary by contribution assumption: employee only about $124,686 at 4% or $83,124 at 6%; with 50% employer match about $83,124 at 4% or $55,416 at 6%; with 100% employer match about $62,343 at 4% or $41,562 at 6%.
Balzer & Associates 401K Profit Sharing Plan-105$2,131,541$688,266$6,555iApproximate average salary by contribution assumption: employee only about $163,873 at 4% or $109,249 at 6%; with 50% employer match about $109,249 at 4% or $72,832 at 6%; with 100% employer match about $81,936 at 4% or $54,624 at 6%.
Balzer & Associates Inc. Employee Benefit Plan-138---
2002194$1,175,417$251,419$2,675iApproximate average salary by contribution assumption: employee only about $66,867 at 4% or $44,578 at 6%; with 50% employer match about $44,578 at 4% or $29,719 at 6%; with 100% employer match about $33,433 at 4% or $22,289 at 6%.
Balzer & Associates 401K Profit Sharing Plan-94$1,175,417$251,419$2,675iApproximate average salary by contribution assumption: employee only about $66,867 at 4% or $44,578 at 6%; with 50% employer match about $44,578 at 4% or $29,719 at 6%; with 100% employer match about $33,433 at 4% or $22,289 at 6%.
2001187$0$0-
Balzer & Associates 401K Profit Sharing Plan-87---
2000188$0$0-
Balzer & Associates 401K Profit Sharing Plan-88---
1999191$1,215,329$148,565$1,633iApproximate average salary by contribution assumption: employee only about $40,815 at 4% or $27,210 at 6%; with 50% employer match about $27,210 at 4% or $18,140 at 6%; with 100% employer match about $20,407 at 4% or $13,605 at 6%.
Balzer & Associates 401K Profit Sharing Plan-91$1,215,329$148,565$1,633iApproximate average salary by contribution assumption: employee only about $40,815 at 4% or $27,210 at 6%; with 50% employer match about $27,210 at 4% or $18,140 at 6%; with 100% employer match about $20,407 at 4% or $13,605 at 6%.