Civic Intelligence

Bal Harbour Shops Ltd.

Plan context: Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust

EIN 59-1421191 • Miami Beach, FL • 31 filings • 9 plans

CO Whitman Family Development420 Lincoln Road, # 320Miami Beach, FL 33139
Current Snapshot

Latest Year

2024

2024 Participants

126

2024 Assets

$10,226,565

2024 Contributions

$1,039,272

Historical Graphs

Total Assets Over Time

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

$10,226,565$5,113,283$0199920122024YearValue
$10,226,565Latest year 2024

Participants Over Time

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

191960199920122024YearValue
126Latest 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
20242126$10,226,565$1,039,272$8,248iApproximate average salary by contribution assumption: employee only about $206,205 at 4% or $137,470 at 6%; with 50% employer match about $137,470 at 4% or $91,647 at 6%; with 100% employer match about $103,102 at 4% or $68,735 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-95$10,226,565$1,039,272$10,940iApproximate average salary by contribution assumption: employee only about $273,493 at 4% or $182,328 at 6%; with 50% employer match about $182,328 at 4% or $121,552 at 6%; with 100% employer match about $136,746 at 4% or $91,164 at 6%.
Bal Harbour Shops, Lllp-126---
20232191$8,864,118$830,086$4,346iApproximate average salary by contribution assumption: employee only about $108,650 at 4% or $72,433 at 6%; with 50% employer match about $72,433 at 4% or $48,289 at 6%; with 100% employer match about $54,325 at 4% or $36,217 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-92$8,864,118$830,086$9,023iApproximate average salary by contribution assumption: employee only about $225,567 at 4% or $150,378 at 6%; with 50% employer match about $150,378 at 4% or $100,252 at 6%; with 100% employer match about $112,783 at 4% or $75,189 at 6%.
Bal Harbour Shops, Lllp-191---
20222102$7,240,606$794,230$7,787iApproximate average salary by contribution assumption: employee only about $194,664 at 4% or $129,776 at 6%; with 50% employer match about $129,776 at 4% or $86,517 at 6%; with 100% employer match about $97,332 at 4% or $64,888 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-90$7,240,606$794,230$8,825iApproximate average salary by contribution assumption: employee only about $220,619 at 4% or $147,080 at 6%; with 50% employer match about $147,080 at 4% or $98,053 at 6%; with 100% employer match about $110,310 at 4% or $73,540 at 6%.
Bal Harbour Shops, Lllp-102---
2021182$8,596,456$775,892$9,462iApproximate average salary by contribution assumption: employee only about $236,552 at 4% or $157,702 at 6%; with 50% employer match about $157,702 at 4% or $105,134 at 6%; with 100% employer match about $118,276 at 4% or $78,851 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-82$8,596,456$775,892$9,462iApproximate average salary by contribution assumption: employee only about $236,552 at 4% or $157,702 at 6%; with 50% employer match about $157,702 at 4% or $105,134 at 6%; with 100% employer match about $118,276 at 4% or $78,851 at 6%.
2020180$7,188,990$600,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-80$7,188,990$600,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2019167$5,893,622$665,017$9,926iApproximate average salary by contribution assumption: employee only about $248,141 at 4% or $165,427 at 6%; with 50% employer match about $165,427 at 4% or $110,285 at 6%; with 100% employer match about $124,070 at 4% or $82,714 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-67$5,893,622$665,017$9,926iApproximate average salary by contribution assumption: employee only about $248,141 at 4% or $165,427 at 6%; with 50% employer match about $165,427 at 4% or $110,285 at 6%; with 100% employer match about $124,070 at 4% or $82,714 at 6%.
2018176$4,699,755$615,348$8,097iApproximate average salary by contribution assumption: employee only about $202,417 at 4% or $134,945 at 6%; with 50% employer match about $134,945 at 4% or $89,963 at 6%; with 100% employer match about $101,209 at 4% or $67,472 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-76$4,699,755$615,348$8,097iApproximate average salary by contribution assumption: employee only about $202,417 at 4% or $134,945 at 6%; with 50% employer match about $134,945 at 4% or $89,963 at 6%; with 100% employer match about $101,209 at 4% or $67,472 at 6%.
2017169$4,578,968$544,966$7,898iApproximate average salary by contribution assumption: employee only about $197,451 at 4% or $131,634 at 6%; with 50% employer match about $131,634 at 4% or $87,756 at 6%; with 100% employer match about $98,726 at 4% or $65,817 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-69$4,578,968$544,966$7,898iApproximate average salary by contribution assumption: employee only about $197,451 at 4% or $131,634 at 6%; with 50% employer match about $131,634 at 4% or $87,756 at 6%; with 100% employer match about $98,726 at 4% or $65,817 at 6%.
2016396$3,805,855$506,636$5,277iApproximate average salary by contribution assumption: employee only about $131,936 at 4% or $87,958 at 6%; with 50% employer match about $87,958 at 4% or $58,638 at 6%; with 100% employer match about $65,968 at 4% or $43,979 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-65$3,805,855$506,636$7,794iApproximate average salary by contribution assumption: employee only about $194,860 at 4% or $129,907 at 6%; with 50% employer match about $129,907 at 4% or $86,604 at 6%; with 100% employer match about $97,430 at 4% or $64,953 at 6%.
Bal Harbour Shops, Lllp-96---
Bal Harbour Shops, Lllp-96---
2015163$3,578,032$458,269$7,274iApproximate average salary by contribution assumption: employee only about $181,853 at 4% or $121,235 at 6%; with 50% employer match about $121,235 at 4% or $80,823 at 6%; with 100% employer match about $90,926 at 4% or $60,618 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-63$3,578,032$458,269$7,274iApproximate average salary by contribution assumption: employee only about $181,853 at 4% or $121,235 at 6%; with 50% employer match about $121,235 at 4% or $80,823 at 6%; with 100% employer match about $90,926 at 4% or $60,618 at 6%.
2014160$3,460,853$334,372$5,573iApproximate average salary by contribution assumption: employee only about $139,322 at 4% or $92,881 at 6%; with 50% employer match about $92,881 at 4% or $61,921 at 6%; with 100% employer match about $69,661 at 4% or $46,441 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-60$3,460,853$334,372$5,573iApproximate average salary by contribution assumption: employee only about $139,322 at 4% or $92,881 at 6%; with 50% employer match about $92,881 at 4% or $61,921 at 6%; with 100% employer match about $69,661 at 4% or $46,441 at 6%.
2013163$3,388,837$301,455$4,785iApproximate average salary by contribution assumption: employee only about $119,625 at 4% or $79,750 at 6%; with 50% employer match about $79,750 at 4% or $53,167 at 6%; with 100% employer match about $59,813 at 4% or $39,875 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-63$3,388,837$301,455$4,785iApproximate average salary by contribution assumption: employee only about $119,625 at 4% or $79,750 at 6%; with 50% employer match about $79,750 at 4% or $53,167 at 6%; with 100% employer match about $59,813 at 4% or $39,875 at 6%.
2012161$2,842,842$278,332$4,563iApproximate average salary by contribution assumption: employee only about $114,070 at 4% or $76,047 at 6%; with 50% employer match about $76,047 at 4% or $50,698 at 6%; with 100% employer match about $57,035 at 4% or $38,023 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-61$2,842,842$278,332$4,563iApproximate average salary by contribution assumption: employee only about $114,070 at 4% or $76,047 at 6%; with 50% employer match about $76,047 at 4% or $50,698 at 6%; with 100% employer match about $57,035 at 4% or $38,023 at 6%.
2011161$2,556,837$275,914$4,523iApproximate average salary by contribution assumption: employee only about $113,080 at 4% or $75,386 at 6%; with 50% employer match about $75,386 at 4% or $50,258 at 6%; with 100% employer match about $56,540 at 4% or $37,693 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-61$2,556,837$275,914$4,523iApproximate average salary by contribution assumption: employee only about $113,080 at 4% or $75,386 at 6%; with 50% employer match about $75,386 at 4% or $50,258 at 6%; with 100% employer match about $56,540 at 4% or $37,693 at 6%.
2010159$2,486,288$266,461$4,516iApproximate average salary by contribution assumption: employee only about $112,907 at 4% or $75,271 at 6%; with 50% employer match about $75,271 at 4% or $50,181 at 6%; with 100% employer match about $56,454 at 4% or $37,636 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-59$2,486,288$266,461$4,516iApproximate average salary by contribution assumption: employee only about $112,907 at 4% or $75,271 at 6%; with 50% employer match about $75,271 at 4% or $50,181 at 6%; with 100% employer match about $56,454 at 4% or $37,636 at 6%.
2009160$2,151,245$273,710$4,562iApproximate average salary by contribution assumption: employee only about $114,046 at 4% or $76,031 at 6%; with 50% employer match about $76,031 at 4% or $50,687 at 6%; with 100% employer match about $57,023 at 4% or $38,015 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-60$2,151,245$273,710$4,562iApproximate average salary by contribution assumption: employee only about $114,046 at 4% or $76,031 at 6%; with 50% employer match about $76,031 at 4% or $50,687 at 6%; with 100% employer match about $57,023 at 4% or $38,015 at 6%.
2008166$1,675,198$273,307$4,141iApproximate average salary by contribution assumption: employee only about $103,525 at 4% or $69,017 at 6%; with 50% employer match about $69,017 at 4% or $46,011 at 6%; with 100% employer match about $51,763 at 4% or $34,508 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-66$1,675,198$273,307$4,141iApproximate average salary by contribution assumption: employee only about $103,525 at 4% or $69,017 at 6%; with 50% employer match about $69,017 at 4% or $46,011 at 6%; with 100% employer match about $51,763 at 4% or $34,508 at 6%.
2007160$0$0-
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-60---
2006162$1,928,800$242,973$3,919iApproximate average salary by contribution assumption: employee only about $97,973 at 4% or $65,315 at 6%; with 50% employer match about $65,315 at 4% or $43,544 at 6%; with 100% employer match about $48,986 at 4% or $32,658 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-62$1,928,800$242,973$3,919iApproximate average salary by contribution assumption: employee only about $97,973 at 4% or $65,315 at 6%; with 50% employer match about $65,315 at 4% or $43,544 at 6%; with 100% employer match about $48,986 at 4% or $32,658 at 6%.
2005163$1,814,027$248,144$3,939iApproximate average salary by contribution assumption: employee only about $98,470 at 4% or $65,647 at 6%; with 50% employer match about $65,647 at 4% or $43,764 at 6%; with 100% employer match about $49,235 at 4% or $32,823 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-63$1,814,027$248,144$3,939iApproximate average salary by contribution assumption: employee only about $98,470 at 4% or $65,647 at 6%; with 50% employer match about $65,647 at 4% or $43,764 at 6%; with 100% employer match about $49,235 at 4% or $32,823 at 6%.
2004166$1,358,069$225,051$3,410iApproximate average salary by contribution assumption: employee only about $85,247 at 4% or $56,831 at 6%; with 50% employer match about $56,831 at 4% or $37,887 at 6%; with 100% employer match about $42,623 at 4% or $28,416 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-66$1,358,069$225,051$3,410iApproximate average salary by contribution assumption: employee only about $85,247 at 4% or $56,831 at 6%; with 50% employer match about $56,831 at 4% or $37,887 at 6%; with 100% employer match about $42,623 at 4% or $28,416 at 6%.
2003162$1,037,210$203,346$3,280iApproximate average salary by contribution assumption: employee only about $81,994 at 4% or $54,663 at 6%; with 50% employer match about $54,663 at 4% or $36,442 at 6%; with 100% employer match about $40,997 at 4% or $27,331 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-62$1,037,210$203,346$3,280iApproximate average salary by contribution assumption: employee only about $81,994 at 4% or $54,663 at 6%; with 50% employer match about $54,663 at 4% or $36,442 at 6%; with 100% employer match about $40,997 at 4% or $27,331 at 6%.
2002159$726,836$171,394$2,905iApproximate average salary by contribution assumption: employee only about $72,625 at 4% or $48,416 at 6%; with 50% employer match about $48,416 at 4% or $32,278 at 6%; with 100% employer match about $36,312 at 4% or $24,208 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-59$726,836$171,394$2,905iApproximate average salary by contribution assumption: employee only about $72,625 at 4% or $48,416 at 6%; with 50% employer match about $48,416 at 4% or $32,278 at 6%; with 100% employer match about $36,312 at 4% or $24,208 at 6%.
2001162$682,507$168,352$2,715iApproximate average salary by contribution assumption: employee only about $67,884 at 4% or $45,256 at 6%; with 50% employer match about $45,256 at 4% or $30,171 at 6%; with 100% employer match about $33,942 at 4% or $22,628 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-62$682,507$168,352$2,715iApproximate average salary by contribution assumption: employee only about $67,884 at 4% or $45,256 at 6%; with 50% employer match about $45,256 at 4% or $30,171 at 6%; with 100% employer match about $33,942 at 4% or $22,628 at 6%.
2000163$639,197$166,121$2,637iApproximate average salary by contribution assumption: employee only about $65,921 at 4% or $43,947 at 6%; with 50% employer match about $43,947 at 4% or $29,298 at 6%; with 100% employer match about $32,961 at 4% or $21,974 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-63$639,197$166,121$2,637iApproximate average salary by contribution assumption: employee only about $65,921 at 4% or $43,947 at 6%; with 50% employer match about $43,947 at 4% or $29,298 at 6%; with 100% employer match about $32,961 at 4% or $21,974 at 6%.
1999161$610,994$158,850$2,604iApproximate average salary by contribution assumption: employee only about $65,102 at 4% or $43,402 at 6%; with 50% employer match about $43,402 at 4% or $28,934 at 6%; with 100% employer match about $32,551 at 4% or $21,701 at 6%.
Bal Harbour Shops Ltd. 401K Salary Reduction Plan & Trust-61$610,994$158,850$2,604iApproximate average salary by contribution assumption: employee only about $65,102 at 4% or $43,402 at 6%; with 50% employer match about $43,402 at 4% or $28,934 at 6%; with 100% employer match about $32,551 at 4% or $21,701 at 6%.
Bal Harbour Shops Ltd. | EIN 59-1421191 | 2024 Form 5500 Company Profile