Civic Intelligence

Donna M. Ballman, P.A.

Plan context: Donna M. Ballman, P.A. 401K Plan

EIN 65-0179249 • Cooper City, FL • 16 filings • 2 plans

10400 Griffin RdSte 204Cooper City, FL 33328
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$368,537

2023 Contributions

$32,369

Historical Graphs

Total Assets Over Time

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

$527,822$263,911$0200920162023YearValue
$368,537Latest year 2023

Participants Over Time

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

420200820162023YearValue
3Latest year 2023

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
202313$368,537$32,369$10,790iApproximate average salary by contribution assumption: employee only about $269,742 at 4% or $179,828 at 6%; with 50% employer match about $179,828 at 4% or $119,885 at 6%; with 100% employer match about $134,871 at 4% or $89,914 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$368,537$32,369$10,790iApproximate average salary by contribution assumption: employee only about $269,742 at 4% or $179,828 at 6%; with 50% employer match about $179,828 at 4% or $119,885 at 6%; with 100% employer match about $134,871 at 4% or $89,914 at 6%.
202213$314,496$71,805$23,935iApproximate average salary by contribution assumption: employee only about $598,375 at 4% or $398,917 at 6%; with 50% employer match about $398,917 at 4% or $265,944 at 6%; with 100% employer match about $299,188 at 4% or $199,458 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$314,496$71,805$23,935iApproximate average salary by contribution assumption: employee only about $598,375 at 4% or $398,917 at 6%; with 50% employer match about $398,917 at 4% or $265,944 at 6%; with 100% employer match about $299,188 at 4% or $199,458 at 6%.
202113$262,928$85,343$28,448iApproximate average salary by contribution assumption: employee only about $711,192 at 4% or $474,128 at 6%; with 50% employer match about $474,128 at 4% or $316,085 at 6%; with 100% employer match about $355,596 at 4% or $237,064 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$262,928$85,343$28,448iApproximate average salary by contribution assumption: employee only about $711,192 at 4% or $474,128 at 6%; with 50% employer match about $474,128 at 4% or $316,085 at 6%; with 100% employer match about $355,596 at 4% or $237,064 at 6%.
202013$219,636$74,452$24,817iApproximate average salary by contribution assumption: employee only about $620,433 at 4% or $413,622 at 6%; with 50% employer match about $413,622 at 4% or $275,748 at 6%; with 100% employer match about $310,217 at 4% or $206,811 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$219,636$74,452$24,817iApproximate average salary by contribution assumption: employee only about $620,433 at 4% or $413,622 at 6%; with 50% employer match about $413,622 at 4% or $275,748 at 6%; with 100% employer match about $310,217 at 4% or $206,811 at 6%.
201913$127,424$22,930$7,643iApproximate average salary by contribution assumption: employee only about $191,083 at 4% or $127,389 at 6%; with 50% employer match about $127,389 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,694 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$127,424$22,930$7,643iApproximate average salary by contribution assumption: employee only about $191,083 at 4% or $127,389 at 6%; with 50% employer match about $127,389 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,694 at 6%.
201813$527,822$71,165$23,722iApproximate average salary by contribution assumption: employee only about $593,042 at 4% or $395,361 at 6%; with 50% employer match about $395,361 at 4% or $263,574 at 6%; with 100% employer match about $296,521 at 4% or $197,681 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$527,822$71,165$23,722iApproximate average salary by contribution assumption: employee only about $593,042 at 4% or $395,361 at 6%; with 50% employer match about $395,361 at 4% or $263,574 at 6%; with 100% employer match about $296,521 at 4% or $197,681 at 6%.
201713$470,432$69,103$23,034iApproximate average salary by contribution assumption: employee only about $575,858 at 4% or $383,906 at 6%; with 50% employer match about $383,906 at 4% or $255,937 at 6%; with 100% employer match about $287,929 at 4% or $191,953 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$470,432$69,103$23,034iApproximate average salary by contribution assumption: employee only about $575,858 at 4% or $383,906 at 6%; with 50% employer match about $383,906 at 4% or $255,937 at 6%; with 100% employer match about $287,929 at 4% or $191,953 at 6%.
201614$357,683$67,540$16,885iApproximate average salary by contribution assumption: employee only about $422,125 at 4% or $281,417 at 6%; with 50% employer match about $281,417 at 4% or $187,611 at 6%; with 100% employer match about $211,063 at 4% or $140,708 at 6%.
Donna M. Ballman, P.A. 401K Plan-4$357,683$67,540$16,885iApproximate average salary by contribution assumption: employee only about $422,125 at 4% or $281,417 at 6%; with 50% employer match about $281,417 at 4% or $187,611 at 6%; with 100% employer match about $211,063 at 4% or $140,708 at 6%.
201514$291,237$61,460$15,365iApproximate average salary by contribution assumption: employee only about $384,125 at 4% or $256,083 at 6%; with 50% employer match about $256,083 at 4% or $170,722 at 6%; with 100% employer match about $192,063 at 4% or $128,042 at 6%.
Donna M. Ballman, P.A. 401K Plan-4$291,237$61,460$15,365iApproximate average salary by contribution assumption: employee only about $384,125 at 4% or $256,083 at 6%; with 50% employer match about $256,083 at 4% or $170,722 at 6%; with 100% employer match about $192,063 at 4% or $128,042 at 6%.
201414$248,007$30,196$7,549iApproximate average salary by contribution assumption: employee only about $188,725 at 4% or $125,817 at 6%; with 50% employer match about $125,817 at 4% or $83,878 at 6%; with 100% employer match about $94,363 at 4% or $62,908 at 6%.
Donna M. Ballman, P.A. 401K Plan-4$248,007$30,196$7,549iApproximate average salary by contribution assumption: employee only about $188,725 at 4% or $125,817 at 6%; with 50% employer match about $125,817 at 4% or $83,878 at 6%; with 100% employer match about $94,363 at 4% or $62,908 at 6%.
201313$213,007$26,274$8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$213,007$26,274$8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%.
201214$176,726$27,685$6,921iApproximate average salary by contribution assumption: employee only about $173,031 at 4% or $115,354 at 6%; with 50% employer match about $115,354 at 4% or $76,903 at 6%; with 100% employer match about $86,516 at 4% or $57,677 at 6%.
Donna M. Ballman, P.A. 401K Plan-4$176,726$27,685$6,921iApproximate average salary by contribution assumption: employee only about $173,031 at 4% or $115,354 at 6%; with 50% employer match about $115,354 at 4% or $76,903 at 6%; with 100% employer match about $86,516 at 4% or $57,677 at 6%.
201113$139,631$15,731$5,244iApproximate average salary by contribution assumption: employee only about $131,092 at 4% or $87,394 at 6%; with 50% employer match about $87,394 at 4% or $58,263 at 6%; with 100% employer match about $65,546 at 4% or $43,697 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$139,631$15,731$5,244iApproximate average salary by contribution assumption: employee only about $131,092 at 4% or $87,394 at 6%; with 50% employer match about $87,394 at 4% or $58,263 at 6%; with 100% employer match about $65,546 at 4% or $43,697 at 6%.
201013$136,067$30,779$10,260iApproximate average salary by contribution assumption: employee only about $256,492 at 4% or $170,994 at 6%; with 50% employer match about $170,994 at 4% or $113,996 at 6%; with 100% employer match about $128,246 at 4% or $85,497 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$136,067$30,779$10,260iApproximate average salary by contribution assumption: employee only about $256,492 at 4% or $170,994 at 6%; with 50% employer match about $170,994 at 4% or $113,996 at 6%; with 100% employer match about $128,246 at 4% or $85,497 at 6%.
200913$91,352$45,211$15,070iApproximate average salary by contribution assumption: employee only about $376,758 at 4% or $251,172 at 6%; with 50% employer match about $251,172 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%.
Donna M. Ballman, P.A. 401K Plan-3$91,352$45,211$15,070iApproximate average salary by contribution assumption: employee only about $376,758 at 4% or $251,172 at 6%; with 50% employer match about $251,172 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%.
200813$0$0-
Donna M. Ballman, P.A. 401K Plan-3---