Civic Intelligence

Dr. John J. Balon and Dr. Thomas G. Elias

Plan context: Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust

EIN 54-1877135 • Midlothian, VA • 19 filings • 3 plans

6043 Harbour Park DriveMidlothian, VA 23112
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$1,074,953

2016 Contributions

$50,055

Historical Graphs

Total Assets Over Time

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

$1,074,953$537,477$0199920082016YearValue
$1,074,953Latest year 2016

Participants Over Time

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

630199920082016YearValue
5Latest year 2016

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
201625$1,074,953$50,055$10,011iApproximate average salary by contribution assumption: employee only about $250,275 at 4% or $166,850 at 6%; with 50% employer match about $166,850 at 4% or $111,233 at 6%; with 100% employer match about $125,138 at 4% or $83,425 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$1,074,953$50,000$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%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-0$0$55-
201515$964,237$50,000$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%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$964,237$50,000$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%.
201415$915,303$47,010$9,402iApproximate average salary by contribution assumption: employee only about $235,050 at 4% or $156,700 at 6%; with 50% employer match about $156,700 at 4% or $104,467 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$915,303$47,010$9,402iApproximate average salary by contribution assumption: employee only about $235,050 at 4% or $156,700 at 6%; with 50% employer match about $156,700 at 4% or $104,467 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%.
201315$843,736$46,100$9,220iApproximate average salary by contribution assumption: employee only about $230,500 at 4% or $153,667 at 6%; with 50% employer match about $153,667 at 4% or $102,444 at 6%; with 100% employer match about $115,250 at 4% or $76,833 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$843,736$46,100$9,220iApproximate average salary by contribution assumption: employee only about $230,500 at 4% or $153,667 at 6%; with 50% employer match about $153,667 at 4% or $102,444 at 6%; with 100% employer match about $115,250 at 4% or $76,833 at 6%.
201215$676,928$41,500$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$676,928$41,500$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.
201115$570,951$27,000$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$570,951$27,000$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
201016$578,555$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-6$578,555$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200915$471,731$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$471,731$45,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200813$358,978$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-3$358,978$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
200714$503,222$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-4$503,222$22,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
200615$459,279$21,000$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$459,279$21,000$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.
200515$390,742$6,000$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$390,742$6,000$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
200415$361,191$12,153$2,431iApproximate average salary by contribution assumption: employee only about $60,765 at 4% or $40,510 at 6%; with 50% employer match about $40,510 at 4% or $27,007 at 6%; with 100% employer match about $30,383 at 4% or $20,255 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$361,191$12,153$2,431iApproximate average salary by contribution assumption: employee only about $60,765 at 4% or $40,510 at 6%; with 50% employer match about $40,510 at 4% or $27,007 at 6%; with 100% employer match about $30,383 at 4% or $20,255 at 6%.
200315$320,768$24,000$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$320,768$24,000$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
200215$249,605$49,536$9,907iApproximate average salary by contribution assumption: employee only about $247,680 at 4% or $165,120 at 6%; with 50% employer match about $165,120 at 4% or $110,080 at 6%; with 100% employer match about $123,840 at 4% or $82,560 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$249,605$49,536$9,907iApproximate average salary by contribution assumption: employee only about $247,680 at 4% or $165,120 at 6%; with 50% employer match about $165,120 at 4% or $110,080 at 6%; with 100% employer match about $123,840 at 4% or $82,560 at 6%.
200115$259,882$39,901$7,980iApproximate average salary by contribution assumption: employee only about $199,505 at 4% or $133,003 at 6%; with 50% employer match about $133,003 at 4% or $88,669 at 6%; with 100% employer match about $99,753 at 4% or $66,502 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-5$259,882$39,901$7,980iApproximate average salary by contribution assumption: employee only about $199,505 at 4% or $133,003 at 6%; with 50% employer match about $133,003 at 4% or $88,669 at 6%; with 100% employer match about $99,753 at 4% or $66,502 at 6%.
200014$0$0-
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-4---
199914$674,093$29,000$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
Dr. John J. Balon and Dr. Thomas G. Elias Profit Sharing Plan and Trust-4$674,093$29,000$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.