Civic Intelligence

Victor M. Rivera Jimenez

Plan context: Balblair Retirement Plan

EIN 58-4789570 • 3 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$1,474,824

2023 Contributions

$25,200

Historical Graphs

Total Assets Over Time

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

$1,474,824$737,412$0202120222023YearValue
$1,474,824Latest year 2023

Participants Over Time

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

110202120222023YearValue
1Latest year 2023

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
202311$1,474,824$25,200$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
Balblair Retirement Plan-1$1,474,824$25,200$25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%.
202211$1,229,838$174,176$174,176iApproximate average salary by contribution assumption: employee only about $4,354,400 at 4% or $2,902,933 at 6%; with 50% employer match about $2,902,933 at 4% or $1,935,289 at 6%; with 100% employer match about $2,177,200 at 4% or $1,451,467 at 6%.
Balblair Retirement Plan-1$1,229,838$174,176$174,176iApproximate average salary by contribution assumption: employee only about $4,354,400 at 4% or $2,902,933 at 6%; with 50% employer match about $2,902,933 at 4% or $1,935,289 at 6%; with 100% employer match about $2,177,200 at 4% or $1,451,467 at 6%.
202111$1,218,806$1,211,958$1,211,958iApproximate average salary by contribution assumption: employee only about $30,298,950 at 4% or $20,199,300 at 6%; with 50% employer match about $20,199,300 at 4% or $13,466,200 at 6%; with 100% employer match about $15,149,475 at 4% or $10,099,650 at 6%.
Balblair Retirement Plan-1$1,218,806$1,211,958$1,211,958iApproximate average salary by contribution assumption: employee only about $30,298,950 at 4% or $20,199,300 at 6%; with 50% employer match about $20,199,300 at 4% or $13,466,200 at 6%; with 100% employer match about $15,149,475 at 4% or $10,099,650 at 6%.