Civic Intelligence

Sergio L. Balingit, Jr., M.D., P.A.

Plan context: Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust

EIN 59-3670272 • The Villages, FL • 29 filings • 2 plans

1501 US Hwy 441 N, Suite 1208The Villages, FL 32159
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$5,682,487

2024 Contributions

$365,197

Historical Graphs

Total Assets Over Time

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

$5,682,487$2,841,244$0200220142024YearValue
$5,682,487Latest year 2024

Participants Over Time

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

20100200220132024YearValue
20Latest 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
2024220$5,682,487$365,197$18,260iApproximate average salary by contribution assumption: employee only about $456,496 at 4% or $304,331 at 6%; with 50% employer match about $304,331 at 4% or $202,887 at 6%; with 100% employer match about $228,248 at 4% or $152,165 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-20$3,988,086$190,197$9,510iApproximate average salary by contribution assumption: employee only about $237,746 at 4% or $158,498 at 6%; with 50% employer match about $158,498 at 4% or $105,665 at 6%; with 100% employer match about $118,873 at 4% or $79,249 at 6%.
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN-17$1,694,401$175,000$10,294iApproximate average salary by contribution assumption: employee only about $257,353 at 4% or $171,569 at 6%; with 50% employer match about $171,569 at 4% or $114,379 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%.
2023217$4,576,114$413,460$24,321iApproximate average salary by contribution assumption: employee only about $608,029 at 4% or $405,353 at 6%; with 50% employer match about $405,353 at 4% or $270,235 at 6%; with 100% employer match about $304,015 at 4% or $202,676 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-17$3,233,144$177,631$10,449iApproximate average salary by contribution assumption: employee only about $261,222 at 4% or $174,148 at 6%; with 50% employer match about $174,148 at 4% or $116,099 at 6%; with 100% employer match about $130,611 at 4% or $87,074 at 6%.
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN-15$1,342,970$235,829$15,722iApproximate average salary by contribution assumption: employee only about $393,048 at 4% or $262,032 at 6%; with 50% employer match about $262,032 at 4% or $174,688 at 6%; with 100% employer match about $196,524 at 4% or $131,016 at 6%.
2022216$3,576,384$437,720$27,358iApproximate average salary by contribution assumption: employee only about $683,938 at 4% or $455,958 at 6%; with 50% employer match about $455,958 at 4% or $303,972 at 6%; with 100% employer match about $341,969 at 4% or $227,979 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-16$2,579,412$137,720$8,608iApproximate average salary by contribution assumption: employee only about $215,188 at 4% or $143,458 at 6%; with 50% employer match about $143,458 at 4% or $95,639 at 6%; with 100% employer match about $107,594 at 4% or $71,729 at 6%.
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN-14$996,972$300,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2021214$3,780,450$365,303$26,093iApproximate average salary by contribution assumption: employee only about $652,327 at 4% or $434,885 at 6%; with 50% employer match about $434,885 at 4% or $289,923 at 6%; with 100% employer match about $326,163 at 4% or $217,442 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-14$3,016,968$117,238$8,374iApproximate average salary by contribution assumption: employee only about $209,354 at 4% or $139,569 at 6%; with 50% employer match about $139,569 at 4% or $93,046 at 6%; with 100% employer match about $104,677 at 4% or $69,785 at 6%.
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN-14$763,482$248,065$17,719iApproximate average salary by contribution assumption: employee only about $442,973 at 4% or $295,315 at 6%; with 50% employer match about $295,315 at 4% or $196,877 at 6%; with 100% employer match about $221,487 at 4% or $147,658 at 6%.
2020213$3,007,122$344,234$26,480iApproximate average salary by contribution assumption: employee only about $661,988 at 4% or $441,326 at 6%; with 50% employer match about $441,326 at 4% or $294,217 at 6%; with 100% employer match about $330,994 at 4% or $220,663 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-11$2,540,785$104,234$9,476iApproximate average salary by contribution assumption: employee only about $236,895 at 4% or $157,930 at 6%; with 50% employer match about $157,930 at 4% or $105,287 at 6%; with 100% employer match about $118,448 at 4% or $78,965 at 6%.
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN-13$466,337$240,000$18,462iApproximate average salary by contribution assumption: employee only about $461,538 at 4% or $307,692 at 6%; with 50% employer match about $307,692 at 4% or $205,128 at 6%; with 100% employer match about $230,769 at 4% or $153,846 at 6%.
2019212$2,347,160$303,779$25,315iApproximate average salary by contribution assumption: employee only about $632,873 at 4% or $421,915 at 6%; with 50% employer match about $421,915 at 4% or $281,277 at 6%; with 100% employer match about $316,436 at 4% or $210,958 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-12$2,132,354$88,973$7,414iApproximate average salary by contribution assumption: employee only about $185,360 at 4% or $123,574 at 6%; with 50% employer match about $123,574 at 4% or $82,382 at 6%; with 100% employer match about $92,680 at 4% or $61,787 at 6%.
SERGIO L. BALINGIT, JR., M.D., P.A. CASH BALANCE PLAN-12$214,806$214,806$17,901iApproximate average salary by contribution assumption: employee only about $447,513 at 4% or $298,342 at 6%; with 50% employer match about $298,342 at 4% or $198,894 at 6%; with 100% employer match about $223,756 at 4% or $149,171 at 6%.
2018113$1,701,178$128,597$9,892iApproximate average salary by contribution assumption: employee only about $247,302 at 4% or $164,868 at 6%; with 50% employer match about $164,868 at 4% or $109,912 at 6%; with 100% employer match about $123,651 at 4% or $82,434 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-13$1,701,178$128,597$9,892iApproximate average salary by contribution assumption: employee only about $247,302 at 4% or $164,868 at 6%; with 50% employer match about $164,868 at 4% or $109,912 at 6%; with 100% employer match about $123,651 at 4% or $82,434 at 6%.
2017111$1,709,997$130,066$11,824iApproximate average salary by contribution assumption: employee only about $295,605 at 4% or $197,070 at 6%; with 50% employer match about $197,070 at 4% or $131,380 at 6%; with 100% employer match about $147,802 at 4% or $98,535 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-11$1,709,997$130,066$11,824iApproximate average salary by contribution assumption: employee only about $295,605 at 4% or $197,070 at 6%; with 50% employer match about $197,070 at 4% or $131,380 at 6%; with 100% employer match about $147,802 at 4% or $98,535 at 6%.
201619$1,401,057$117,065$13,007iApproximate average salary by contribution assumption: employee only about $325,181 at 4% or $216,787 at 6%; with 50% employer match about $216,787 at 4% or $144,525 at 6%; with 100% employer match about $162,590 at 4% or $108,394 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-9$1,401,057$117,065$13,007iApproximate average salary by contribution assumption: employee only about $325,181 at 4% or $216,787 at 6%; with 50% employer match about $216,787 at 4% or $144,525 at 6%; with 100% employer match about $162,590 at 4% or $108,394 at 6%.
201518$1,200,432$105,567$13,196iApproximate average salary by contribution assumption: employee only about $329,897 at 4% or $219,931 at 6%; with 50% employer match about $219,931 at 4% or $146,621 at 6%; with 100% employer match about $164,948 at 4% or $109,966 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-8$1,200,432$105,567$13,196iApproximate average salary by contribution assumption: employee only about $329,897 at 4% or $219,931 at 6%; with 50% employer match about $219,931 at 4% or $146,621 at 6%; with 100% employer match about $164,948 at 4% or $109,966 at 6%.
2014110$1,123,781$95,336$9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-10$1,123,781$95,336$9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%.
201319$976,676$66,300$7,367iApproximate average salary by contribution assumption: employee only about $184,167 at 4% or $122,778 at 6%; with 50% employer match about $122,778 at 4% or $81,852 at 6%; with 100% employer match about $92,083 at 4% or $61,389 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-9$976,676$66,300$7,367iApproximate average salary by contribution assumption: employee only about $184,167 at 4% or $122,778 at 6%; with 50% employer match about $122,778 at 4% or $81,852 at 6%; with 100% employer match about $92,083 at 4% or $61,389 at 6%.
201218$840,842$61,163$7,645iApproximate average salary by contribution assumption: employee only about $191,134 at 4% or $127,423 at 6%; with 50% employer match about $127,423 at 4% or $84,949 at 6%; with 100% employer match about $95,567 at 4% or $63,711 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-8$840,842$61,163$7,645iApproximate average salary by contribution assumption: employee only about $191,134 at 4% or $127,423 at 6%; with 50% employer match about $127,423 at 4% or $84,949 at 6%; with 100% employer match about $95,567 at 4% or $63,711 at 6%.
201118$724,831$70,054$8,757iApproximate average salary by contribution assumption: employee only about $218,919 at 4% or $145,946 at 6%; with 50% employer match about $145,946 at 4% or $97,297 at 6%; with 100% employer match about $109,459 at 4% or $72,973 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-8$724,831$70,054$8,757iApproximate average salary by contribution assumption: employee only about $218,919 at 4% or $145,946 at 6%; with 50% employer match about $145,946 at 4% or $97,297 at 6%; with 100% employer match about $109,459 at 4% or $72,973 at 6%.
2010111$707,078$65,473$5,952iApproximate average salary by contribution assumption: employee only about $148,802 at 4% or $99,202 at 6%; with 50% employer match about $99,202 at 4% or $66,134 at 6%; with 100% employer match about $74,401 at 4% or $49,601 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-11$707,078$65,473$5,952iApproximate average salary by contribution assumption: employee only about $148,802 at 4% or $99,202 at 6%; with 50% employer match about $99,202 at 4% or $66,134 at 6%; with 100% employer match about $74,401 at 4% or $49,601 at 6%.
2009111$597,449$47,288$4,299iApproximate average salary by contribution assumption: employee only about $107,473 at 4% or $71,648 at 6%; with 50% employer match about $71,648 at 4% or $47,766 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-11$597,449$47,288$4,299iApproximate average salary by contribution assumption: employee only about $107,473 at 4% or $71,648 at 6%; with 50% employer match about $71,648 at 4% or $47,766 at 6%; with 100% employer match about $53,736 at 4% or $35,824 at 6%.
200818$0$0-
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-8---
200716$0$0-
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-6---
200619$452,009$84,557$9,395iApproximate average salary by contribution assumption: employee only about $234,881 at 4% or $156,587 at 6%; with 50% employer match about $156,587 at 4% or $104,391 at 6%; with 100% employer match about $117,440 at 4% or $78,294 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-9$452,009$84,557$9,395iApproximate average salary by contribution assumption: employee only about $234,881 at 4% or $156,587 at 6%; with 50% employer match about $156,587 at 4% or $104,391 at 6%; with 100% employer match about $117,440 at 4% or $78,294 at 6%.
200517$330,467$70,429$10,061iApproximate average salary by contribution assumption: employee only about $251,532 at 4% or $167,688 at 6%; with 50% employer match about $167,688 at 4% or $111,792 at 6%; with 100% employer match about $125,766 at 4% or $83,844 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-7$330,467$70,429$10,061iApproximate average salary by contribution assumption: employee only about $251,532 at 4% or $167,688 at 6%; with 50% employer match about $167,688 at 4% or $111,792 at 6%; with 100% employer match about $125,766 at 4% or $83,844 at 6%.
200414$245,079$97,099$24,275iApproximate average salary by contribution assumption: employee only about $606,869 at 4% or $404,579 at 6%; with 50% employer match about $404,579 at 4% or $269,719 at 6%; with 100% employer match about $303,434 at 4% or $202,290 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-4$245,079$97,099$24,275iApproximate average salary by contribution assumption: employee only about $606,869 at 4% or $404,579 at 6%; with 50% employer match about $404,579 at 4% or $269,719 at 6%; with 100% employer match about $303,434 at 4% or $202,290 at 6%.
200314$131,504$59,799$14,950iApproximate average salary by contribution assumption: employee only about $373,744 at 4% or $249,163 at 6%; with 50% employer match about $249,163 at 4% or $166,108 at 6%; with 100% employer match about $186,872 at 4% or $124,581 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-4$131,504$59,799$14,950iApproximate average salary by contribution assumption: employee only about $373,744 at 4% or $249,163 at 6%; with 50% employer match about $249,163 at 4% or $166,108 at 6%; with 100% employer match about $186,872 at 4% or $124,581 at 6%.
200215$58,637$57,716$11,543iApproximate average salary by contribution assumption: employee only about $288,580 at 4% or $192,387 at 6%; with 50% employer match about $192,387 at 4% or $128,258 at 6%; with 100% employer match about $144,290 at 4% or $96,193 at 6%.
Sergio L. Balingit, Jr., M.D., P.A. Retirement Plan and Trust-5$58,637$57,716$11,543iApproximate average salary by contribution assumption: employee only about $288,580 at 4% or $192,387 at 6%; with 50% employer match about $192,387 at 4% or $128,258 at 6%; with 100% employer match about $144,290 at 4% or $96,193 at 6%.