Civic Intelligence

Joseph Balocco, P.A.

Plan context: Employees Profit Sharing Plan of Joseph Balocco, P.A.

EIN 59-2326061 • 14 filings • 2 plans

Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$1,548,371

2012 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$1,571,393$785,697$0199920092012YearValue
$1,548,371Latest year 2012

Participants Over Time

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

630199920062012YearValue
4Latest year 2012

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
201214$1,548,371$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4$1,548,371--
201114$1,415,917$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4$1,415,917$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201014$1,304,013$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4$1,304,013$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
200914$1,200,325$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4$1,200,325$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
200815$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-5---
200716$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-6---
200616$1,571,393$45,000$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%.
Employees Profit Sharing Plan of Joseph Balocco, P.A.-6$1,571,393$45,000$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%.
200516$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-6---
200416$1,240,422$45,000$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%.
Employees Profit Sharing Plan of Joseph Balocco, P.A.-6$1,240,422$45,000$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%.
200315$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-5---
200215$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-5---
200114$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4---
200014$0$0-
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4---
199914$1,071,558$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Employees Profit Sharing Plan of Joseph Balocco, P.A.-4$1,071,558$25,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.