Civic Intelligence

David S Ballestas MD Pa

Plan context: David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust

EIN 59-2627966 • Port Charlotte, FL • 9 filings • 2 plans

2525 Harbor Blvd Ste 102Port Charlotte, FL 33952-5338
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$202,091

2024 Contributions

$26,742

Historical Graphs

Total Assets Over Time

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

$202,091$101,046$0201620202024YearValue
$202,091Latest year 2024

Participants Over Time

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

1470201620202024YearValue
13Latest 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
2024113$202,091$26,742$2,057iApproximate average salary by contribution assumption: employee only about $51,427 at 4% or $34,285 at 6%; with 50% employer match about $34,285 at 4% or $22,856 at 6%; with 100% employer match about $25,713 at 4% or $17,142 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-13$202,091$26,742$2,057iApproximate average salary by contribution assumption: employee only about $51,427 at 4% or $34,285 at 6%; with 50% employer match about $34,285 at 4% or $22,856 at 6%; with 100% employer match about $25,713 at 4% or $17,142 at 6%.
2023113$185,699$31,614$2,432iApproximate average salary by contribution assumption: employee only about $60,796 at 4% or $40,531 at 6%; with 50% employer match about $40,531 at 4% or $27,021 at 6%; with 100% employer match about $30,398 at 4% or $20,265 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-13$185,699$31,614$2,432iApproximate average salary by contribution assumption: employee only about $60,796 at 4% or $40,531 at 6%; with 50% employer match about $40,531 at 4% or $27,021 at 6%; with 100% employer match about $30,398 at 4% or $20,265 at 6%.
2022111$144,227$27,916$2,538iApproximate average salary by contribution assumption: employee only about $63,445 at 4% or $42,297 at 6%; with 50% employer match about $42,297 at 4% or $28,198 at 6%; with 100% employer match about $31,723 at 4% or $21,148 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-11$144,227$27,916$2,538iApproximate average salary by contribution assumption: employee only about $63,445 at 4% or $42,297 at 6%; with 50% employer match about $42,297 at 4% or $28,198 at 6%; with 100% employer match about $31,723 at 4% or $21,148 at 6%.
2021113$194,105$28,128$2,164iApproximate average salary by contribution assumption: employee only about $54,092 at 4% or $36,062 at 6%; with 50% employer match about $36,062 at 4% or $24,041 at 6%; with 100% employer match about $27,046 at 4% or $18,031 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-13$194,105$28,128$2,164iApproximate average salary by contribution assumption: employee only about $54,092 at 4% or $36,062 at 6%; with 50% employer match about $36,062 at 4% or $24,041 at 6%; with 100% employer match about $27,046 at 4% or $18,031 at 6%.
2020113$164,901$27,083$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,041 at 4% or $17,361 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-13$164,901$27,083$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,041 at 4% or $17,361 at 6%.
2019114$131,020$24,742$1,767iApproximate average salary by contribution assumption: employee only about $44,182 at 4% or $29,455 at 6%; with 50% employer match about $29,455 at 4% or $19,637 at 6%; with 100% employer match about $22,091 at 4% or $14,727 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-14$131,020$24,742$1,767iApproximate average salary by contribution assumption: employee only about $44,182 at 4% or $29,455 at 6%; with 50% employer match about $29,455 at 4% or $19,637 at 6%; with 100% employer match about $22,091 at 4% or $14,727 at 6%.
2018113$94,528$21,140$1,626iApproximate average salary by contribution assumption: employee only about $40,654 at 4% or $27,103 at 6%; with 50% employer match about $27,103 at 4% or $18,068 at 6%; with 100% employer match about $20,327 at 4% or $13,551 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-13$94,528$21,140$1,626iApproximate average salary by contribution assumption: employee only about $40,654 at 4% or $27,103 at 6%; with 50% employer match about $27,103 at 4% or $18,068 at 6%; with 100% employer match about $20,327 at 4% or $13,551 at 6%.
2017112$77,119$22,784$1,899iApproximate average salary by contribution assumption: employee only about $47,467 at 4% or $31,644 at 6%; with 50% employer match about $31,644 at 4% or $21,096 at 6%; with 100% employer match about $23,733 at 4% or $15,822 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-12$77,119$22,784$1,899iApproximate average salary by contribution assumption: employee only about $47,467 at 4% or $31,644 at 6%; with 50% employer match about $31,644 at 4% or $21,096 at 6%; with 100% employer match about $23,733 at 4% or $15,822 at 6%.
2016111$50,166$50,163$4,560iApproximate average salary by contribution assumption: employee only about $114,007 at 4% or $76,005 at 6%; with 50% employer match about $76,005 at 4% or $50,670 at 6%; with 100% employer match about $57,003 at 4% or $38,002 at 6%.
David S Ballestas MD Pa 401(K) Profit Sharing Plan & Trust-11$50,166$50,163$4,560iApproximate average salary by contribution assumption: employee only about $114,007 at 4% or $76,005 at 6%; with 50% employer match about $76,005 at 4% or $50,670 at 6%; with 100% employer match about $57,003 at 4% or $38,002 at 6%.