Civic Intelligence

The Way to Balance LLC

Plan context: The Way to Balance 401(K) Plan

EIN 54-2121089 • Amesbury, MA • 14 filings • 1 plans

21 Water StAmesbury, MA 01913-2932
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$161,114

2024 Contributions

$14,400

Historical Graphs

Total Assets Over Time

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

$222,646$111,323$0201120182024YearValue
$161,114Latest year 2024

Participants Over Time

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

420201120182024YearValue
1Latest 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
202411$161,114$0-
The Way to Balance 401(K) Plan-1$161,114$0-
202312$150,319$0-
The Way to Balance 401(K) Plan-2$150,319$0-
202212$138,058$0-
The Way to Balance 401(K) Plan-2$138,058--
202114$181,758$14,400$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
The Way to Balance 401(K) Plan-4$181,758$14,400$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
202014$140,617$24,300$6,075iApproximate average salary by contribution assumption: employee only about $151,875 at 4% or $101,250 at 6%; with 50% employer match about $101,250 at 4% or $67,500 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%.
The Way to Balance 401(K) Plan-4$140,617$24,300$6,075iApproximate average salary by contribution assumption: employee only about $151,875 at 4% or $101,250 at 6%; with 50% employer match about $101,250 at 4% or $67,500 at 6%; with 100% employer match about $75,938 at 4% or $50,625 at 6%.
201913$96,427$9,900$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
The Way to Balance 401(K) Plan-3$96,427$9,900$3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%.
201812$195,103$0-
The Way to Balance 401(K) Plan-2$195,103$0-
201712$222,646$0-
The Way to Balance 401(K) Plan-2$222,646$0-
201612$182,044$0-
The Way to Balance 401(K) Plan-2$182,044$0-
201512$177,028$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
The Way to Balance 401(K) Plan-2$177,028$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
201412$179,105$900$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
The Way to Balance 401(K) Plan-2$179,105$900$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
201312$168,668$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
The Way to Balance 401(K) Plan-2$168,668$1,800$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
201213$144,897$3,196$1,065iApproximate average salary by contribution assumption: employee only about $26,633 at 4% or $17,756 at 6%; with 50% employer match about $17,756 at 4% or $11,837 at 6%; with 100% employer match about $13,317 at 4% or $8,878 at 6%.
The Way to Balance 401(K) Plan-3$144,897$3,196$1,065iApproximate average salary by contribution assumption: employee only about $26,633 at 4% or $17,756 at 6%; with 50% employer match about $17,756 at 4% or $11,837 at 6%; with 100% employer match about $13,317 at 4% or $8,878 at 6%.
201111$126,942$125,230$125,230iApproximate average salary by contribution assumption: employee only about $3,130,750 at 4% or $2,087,167 at 6%; with 50% employer match about $2,087,167 at 4% or $1,391,444 at 6%; with 100% employer match about $1,565,375 at 4% or $1,043,583 at 6%.
The Way to Balance 401(K) Plan-1$126,942$125,230$125,230iApproximate average salary by contribution assumption: employee only about $3,130,750 at 4% or $2,087,167 at 6%; with 50% employer match about $2,087,167 at 4% or $1,391,444 at 6%; with 100% employer match about $1,565,375 at 4% or $1,043,583 at 6%.