Civic Intelligence

Fortenberry & Ballard PC

Plan context: Fortenberry & Ballard PC 401K Plan

EIN 64-0887736 • Madison, MS • 18 filings • 4 plans

1048 Gluckstadt Rd.Suite BMadison, MS 39110
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,300,688

2024 Contributions

$80,326

Historical Graphs

Total Assets Over Time

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

$1,300,688$650,344$0200720162024YearValue
$1,300,688Latest year 2024

Participants Over Time

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

1470200720162024YearValue
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$1,300,688$80,326$6,179iApproximate average salary by contribution assumption: employee only about $154,473 at 4% or $102,982 at 6%; with 50% employer match about $102,982 at 4% or $68,655 at 6%; with 100% employer match about $77,237 at 4% or $51,491 at 6%.
Fortenberry & Ballard PC 401K Plan-13$1,300,688$80,326$6,179iApproximate average salary by contribution assumption: employee only about $154,473 at 4% or $102,982 at 6%; with 50% employer match about $102,982 at 4% or $68,655 at 6%; with 100% employer match about $77,237 at 4% or $51,491 at 6%.
2023114$1,075,564$81,887$5,849iApproximate average salary by contribution assumption: employee only about $146,227 at 4% or $97,485 at 6%; with 50% employer match about $97,485 at 4% or $64,990 at 6%; with 100% employer match about $73,113 at 4% or $48,742 at 6%.
Fortenberry & Ballard PC 401K Plan-14$1,075,564$81,887$5,849iApproximate average salary by contribution assumption: employee only about $146,227 at 4% or $97,485 at 6%; with 50% employer match about $97,485 at 4% or $64,990 at 6%; with 100% employer match about $73,113 at 4% or $48,742 at 6%.
2022113$843,140$86,660$6,666iApproximate average salary by contribution assumption: employee only about $166,654 at 4% or $111,103 at 6%; with 50% employer match about $111,103 at 4% or $74,068 at 6%; with 100% employer match about $83,327 at 4% or $55,551 at 6%.
Fortenberry & Ballard PC 401K Plan-13$843,140$86,660$6,666iApproximate average salary by contribution assumption: employee only about $166,654 at 4% or $111,103 at 6%; with 50% employer match about $111,103 at 4% or $74,068 at 6%; with 100% employer match about $83,327 at 4% or $55,551 at 6%.
202118$899,198$96,673$12,084iApproximate average salary by contribution assumption: employee only about $302,103 at 4% or $201,402 at 6%; with 50% employer match about $201,402 at 4% or $134,268 at 6%; with 100% employer match about $151,052 at 4% or $100,701 at 6%.
Fortenberry & Ballard PC 401K Plan-8$899,198$96,673$12,084iApproximate average salary by contribution assumption: employee only about $302,103 at 4% or $201,402 at 6%; with 50% employer match about $201,402 at 4% or $134,268 at 6%; with 100% employer match about $151,052 at 4% or $100,701 at 6%.
202019$715,160$94,837$10,537iApproximate average salary by contribution assumption: employee only about $263,436 at 4% or $175,624 at 6%; with 50% employer match about $175,624 at 4% or $117,083 at 6%; with 100% employer match about $131,718 at 4% or $87,812 at 6%.
Fortenberry & Ballard PC 401K Plan-9$715,160$94,837$10,537iApproximate average salary by contribution assumption: employee only about $263,436 at 4% or $175,624 at 6%; with 50% employer match about $175,624 at 4% or $117,083 at 6%; with 100% employer match about $131,718 at 4% or $87,812 at 6%.
201919$562,207$80,714$8,968iApproximate average salary by contribution assumption: employee only about $224,206 at 4% or $149,470 at 6%; with 50% employer match about $149,470 at 4% or $99,647 at 6%; with 100% employer match about $112,103 at 4% or $74,735 at 6%.
Fortenberry & Ballard PC 401K Plan-9$562,207$80,714$8,968iApproximate average salary by contribution assumption: employee only about $224,206 at 4% or $149,470 at 6%; with 50% employer match about $149,470 at 4% or $99,647 at 6%; with 100% employer match about $112,103 at 4% or $74,735 at 6%.
201818$395,136$73,585$9,198iApproximate average salary by contribution assumption: employee only about $229,953 at 4% or $153,302 at 6%; with 50% employer match about $153,302 at 4% or $102,201 at 6%; with 100% employer match about $114,977 at 4% or $76,651 at 6%.
Fortenberry & Ballard PC 401K Plan-8$395,136$73,585$9,198iApproximate average salary by contribution assumption: employee only about $229,953 at 4% or $153,302 at 6%; with 50% employer match about $153,302 at 4% or $102,201 at 6%; with 100% employer match about $114,977 at 4% or $76,651 at 6%.
201718$360,430$64,775$8,097iApproximate average salary by contribution assumption: employee only about $202,422 at 4% or $134,948 at 6%; with 50% employer match about $134,948 at 4% or $89,965 at 6%; with 100% employer match about $101,211 at 4% or $67,474 at 6%.
Fortenberry & Ballard PC 401K Plan-8$360,430$64,775$8,097iApproximate average salary by contribution assumption: employee only about $202,422 at 4% or $134,948 at 6%; with 50% employer match about $134,948 at 4% or $89,965 at 6%; with 100% employer match about $101,211 at 4% or $67,474 at 6%.
2016110$324,695$57,855$5,786iApproximate average salary by contribution assumption: employee only about $144,638 at 4% or $96,425 at 6%; with 50% employer match about $96,425 at 4% or $64,283 at 6%; with 100% employer match about $72,319 at 4% or $48,213 at 6%.
Fortenberry & Ballard PC 401K Plan-10$324,695$57,855$5,786iApproximate average salary by contribution assumption: employee only about $144,638 at 4% or $96,425 at 6%; with 50% employer match about $96,425 at 4% or $64,283 at 6%; with 100% employer match about $72,319 at 4% or $48,213 at 6%.
201519$546,030$85,421$9,491iApproximate average salary by contribution assumption: employee only about $237,281 at 4% or $158,187 at 6%; with 50% employer match about $158,187 at 4% or $105,458 at 6%; with 100% employer match about $118,640 at 4% or $79,094 at 6%.
Fortenberry & Ballard PC 401K Plan-9$546,030$85,421$9,491iApproximate average salary by contribution assumption: employee only about $237,281 at 4% or $158,187 at 6%; with 50% employer match about $158,187 at 4% or $105,458 at 6%; with 100% employer match about $118,640 at 4% or $79,094 at 6%.
2014111$511,853$84,821$7,711iApproximate average salary by contribution assumption: employee only about $192,775 at 4% or $128,517 at 6%; with 50% employer match about $128,517 at 4% or $85,678 at 6%; with 100% employer match about $96,388 at 4% or $64,258 at 6%.
Fortenberry & Ballard PC 401K Plan-11$511,853$84,821$7,711iApproximate average salary by contribution assumption: employee only about $192,775 at 4% or $128,517 at 6%; with 50% employer match about $128,517 at 4% or $85,678 at 6%; with 100% employer match about $96,388 at 4% or $64,258 at 6%.
2013110$453,070$73,415$7,342iApproximate average salary by contribution assumption: employee only about $183,538 at 4% or $122,358 at 6%; with 50% employer match about $122,358 at 4% or $81,572 at 6%; with 100% employer match about $91,769 at 4% or $61,179 at 6%.
Fortenberry & Ballard PC 401K Plan-10$453,070$73,415$7,342iApproximate average salary by contribution assumption: employee only about $183,538 at 4% or $122,358 at 6%; with 50% employer match about $122,358 at 4% or $81,572 at 6%; with 100% employer match about $91,769 at 4% or $61,179 at 6%.
201219$343,184$53,056$5,895iApproximate average salary by contribution assumption: employee only about $147,378 at 4% or $98,252 at 6%; with 50% employer match about $98,252 at 4% or $65,501 at 6%; with 100% employer match about $73,689 at 4% or $49,126 at 6%.
Fortenberry & Ballard PC 401K Plan-9$343,184$53,056$5,895iApproximate average salary by contribution assumption: employee only about $147,378 at 4% or $98,252 at 6%; with 50% employer match about $98,252 at 4% or $65,501 at 6%; with 100% employer match about $73,689 at 4% or $49,126 at 6%.
201118$266,434$105,810$13,226iApproximate average salary by contribution assumption: employee only about $330,656 at 4% or $220,438 at 6%; with 50% employer match about $220,438 at 4% or $146,958 at 6%; with 100% employer match about $165,328 at 4% or $110,219 at 6%.
Fortenberry & Ballard PC 401K Plan-8$266,434$105,810$13,226iApproximate average salary by contribution assumption: employee only about $330,656 at 4% or $220,438 at 6%; with 50% employer match about $220,438 at 4% or $146,958 at 6%; with 100% employer match about $165,328 at 4% or $110,219 at 6%.
201019$189,335$53,988$5,999iApproximate average salary by contribution assumption: employee only about $149,967 at 4% or $99,978 at 6%; with 50% employer match about $99,978 at 4% or $66,652 at 6%; with 100% employer match about $74,983 at 4% or $49,989 at 6%.
Fortenberry & Ballard PC 401K Plan-9$189,335$53,988$5,999iApproximate average salary by contribution assumption: employee only about $149,967 at 4% or $99,978 at 6%; with 50% employer match about $99,978 at 4% or $66,652 at 6%; with 100% employer match about $74,983 at 4% or $49,989 at 6%.
2009110$123,541$46,335$4,634iApproximate average salary by contribution assumption: employee only about $115,838 at 4% or $77,225 at 6%; with 50% employer match about $77,225 at 4% or $51,483 at 6%; with 100% employer match about $57,919 at 4% or $38,613 at 6%.
Fortenberry & Ballard PC 401K Plan-10$123,541$46,335$4,634iApproximate average salary by contribution assumption: employee only about $115,838 at 4% or $77,225 at 6%; with 50% employer match about $77,225 at 4% or $51,483 at 6%; with 100% employer match about $57,919 at 4% or $38,613 at 6%.
200819$49,195$39,223$4,358iApproximate average salary by contribution assumption: employee only about $108,953 at 4% or $72,635 at 6%; with 50% employer match about $72,635 at 4% or $48,423 at 6%; with 100% employer match about $54,476 at 4% or $36,318 at 6%.
Fortenberry & Ballard PC 401K Plan-9$49,195$39,223$4,358iApproximate average salary by contribution assumption: employee only about $108,953 at 4% or $72,635 at 6%; with 50% employer match about $72,635 at 4% or $48,423 at 6%; with 100% employer match about $54,476 at 4% or $36,318 at 6%.
200718$27,923$28,372$3,547iApproximate average salary by contribution assumption: employee only about $88,663 at 4% or $59,108 at 6%; with 50% employer match about $59,108 at 4% or $39,406 at 6%; with 100% employer match about $44,331 at 4% or $29,554 at 6%.
Fortenberry & Ballard PC 401K Plan-8$27,923$28,372$3,547iApproximate average salary by contribution assumption: employee only about $88,663 at 4% or $59,108 at 6%; with 50% employer match about $59,108 at 4% or $39,406 at 6%; with 100% employer match about $44,331 at 4% or $29,554 at 6%.