Civic Intelligence

Balzac & Associates LLC

Plan context: B & a Retirement Plan

EIN 66-0776157 • Coamo, PR • 14 filings • 1 plans

PO Box 601Coamo, PR 00679
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,602,714

2025 Contributions

$35,974

Historical Graphs

Total Assets Over Time

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

$1,602,714$801,357$0201220192025YearValue
$1,602,714Latest year 2025

Participants Over Time

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

320201220192025YearValue
3Latest year 2025

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
202513$1,602,714$35,974$11,991iApproximate average salary by contribution assumption: employee only about $299,783 at 4% or $199,856 at 6%; with 50% employer match about $199,856 at 4% or $133,237 at 6%; with 100% employer match about $149,892 at 4% or $99,928 at 6%.
B & a Retirement Plan-3$1,602,714$35,974$11,991iApproximate average salary by contribution assumption: employee only about $299,783 at 4% or $199,856 at 6%; with 50% employer match about $199,856 at 4% or $133,237 at 6%; with 100% employer match about $149,892 at 4% or $99,928 at 6%.
202413$1,349,663$104,467$34,822iApproximate average salary by contribution assumption: employee only about $870,558 at 4% or $580,372 at 6%; with 50% employer match about $580,372 at 4% or $386,915 at 6%; with 100% employer match about $435,279 at 4% or $290,186 at 6%.
B & a Retirement Plan-3$1,349,663$104,467$34,822iApproximate average salary by contribution assumption: employee only about $870,558 at 4% or $580,372 at 6%; with 50% employer match about $580,372 at 4% or $386,915 at 6%; with 100% employer match about $435,279 at 4% or $290,186 at 6%.
202313$1,116,018$85,675$28,558iApproximate average salary by contribution assumption: employee only about $713,958 at 4% or $475,972 at 6%; with 50% employer match about $475,972 at 4% or $317,315 at 6%; with 100% employer match about $356,979 at 4% or $237,986 at 6%.
B & a Retirement Plan-3$1,116,018$85,675$28,558iApproximate average salary by contribution assumption: employee only about $713,958 at 4% or $475,972 at 6%; with 50% employer match about $475,972 at 4% or $317,315 at 6%; with 100% employer match about $356,979 at 4% or $237,986 at 6%.
202213$895,160$88,053$29,351iApproximate average salary by contribution assumption: employee only about $733,775 at 4% or $489,183 at 6%; with 50% employer match about $489,183 at 4% or $326,122 at 6%; with 100% employer match about $366,888 at 4% or $244,592 at 6%.
B & a Retirement Plan-3$895,160$88,053$29,351iApproximate average salary by contribution assumption: employee only about $733,775 at 4% or $489,183 at 6%; with 50% employer match about $489,183 at 4% or $326,122 at 6%; with 100% employer match about $366,888 at 4% or $244,592 at 6%.
202113$950,046$12,973$4,324iApproximate average salary by contribution assumption: employee only about $108,108 at 4% or $72,072 at 6%; with 50% employer match about $72,072 at 4% or $48,048 at 6%; with 100% employer match about $54,054 at 4% or $36,036 at 6%.
B & a Retirement Plan-3$950,046$12,973$4,324iApproximate average salary by contribution assumption: employee only about $108,108 at 4% or $72,072 at 6%; with 50% employer match about $72,072 at 4% or $48,048 at 6%; with 100% employer match about $54,054 at 4% or $36,036 at 6%.
202013$872,925$66,247$22,082iApproximate average salary by contribution assumption: employee only about $552,058 at 4% or $368,039 at 6%; with 50% employer match about $368,039 at 4% or $245,359 at 6%; with 100% employer match about $276,029 at 4% or $184,019 at 6%.
B & a Retirement Plan-3$872,925$66,247$22,082iApproximate average salary by contribution assumption: employee only about $552,058 at 4% or $368,039 at 6%; with 50% employer match about $368,039 at 4% or $245,359 at 6%; with 100% employer match about $276,029 at 4% or $184,019 at 6%.
201913$762,900$79,549$26,516iApproximate average salary by contribution assumption: employee only about $662,908 at 4% or $441,939 at 6%; with 50% employer match about $441,939 at 4% or $294,626 at 6%; with 100% employer match about $331,454 at 4% or $220,969 at 6%.
B & a Retirement Plan-3$762,900$79,549$26,516iApproximate average salary by contribution assumption: employee only about $662,908 at 4% or $441,939 at 6%; with 50% employer match about $441,939 at 4% or $294,626 at 6%; with 100% employer match about $331,454 at 4% or $220,969 at 6%.
201813$603,497$74,730$24,910iApproximate average salary by contribution assumption: employee only about $622,750 at 4% or $415,167 at 6%; with 50% employer match about $415,167 at 4% or $276,778 at 6%; with 100% employer match about $311,375 at 4% or $207,583 at 6%.
B & a Retirement Plan-3$603,497$74,730$24,910iApproximate average salary by contribution assumption: employee only about $622,750 at 4% or $415,167 at 6%; with 50% employer match about $415,167 at 4% or $276,778 at 6%; with 100% employer match about $311,375 at 4% or $207,583 at 6%.
201713$601,435$31,942$10,647iApproximate average salary by contribution assumption: employee only about $266,183 at 4% or $177,456 at 6%; with 50% employer match about $177,456 at 4% or $118,304 at 6%; with 100% employer match about $133,092 at 4% or $88,728 at 6%.
B & a Retirement Plan-3$601,435$31,942$10,647iApproximate average salary by contribution assumption: employee only about $266,183 at 4% or $177,456 at 6%; with 50% employer match about $177,456 at 4% or $118,304 at 6%; with 100% employer match about $133,092 at 4% or $88,728 at 6%.
201613$555,882$111,378$37,126iApproximate average salary by contribution assumption: employee only about $928,150 at 4% or $618,767 at 6%; with 50% employer match about $618,767 at 4% or $412,511 at 6%; with 100% employer match about $464,075 at 4% or $309,383 at 6%.
B & a Retirement Plan-3$555,882$111,378$37,126iApproximate average salary by contribution assumption: employee only about $928,150 at 4% or $618,767 at 6%; with 50% employer match about $618,767 at 4% or $412,511 at 6%; with 100% employer match about $464,075 at 4% or $309,383 at 6%.
201513$431,126$34,633$11,544iApproximate average salary by contribution assumption: employee only about $288,608 at 4% or $192,406 at 6%; with 50% employer match about $192,406 at 4% or $128,270 at 6%; with 100% employer match about $144,304 at 4% or $96,203 at 6%.
B & a Retirement Plan-3$431,126$34,633$11,544iApproximate average salary by contribution assumption: employee only about $288,608 at 4% or $192,406 at 6%; with 50% employer match about $192,406 at 4% or $128,270 at 6%; with 100% employer match about $144,304 at 4% or $96,203 at 6%.
201412$412,896$344,633$172,317iApproximate average salary by contribution assumption: employee only about $4,307,913 at 4% or $2,871,942 at 6%; with 50% employer match about $2,871,942 at 4% or $1,914,628 at 6%; with 100% employer match about $2,153,956 at 4% or $1,435,971 at 6%.
B & a Retirement Plan-2$412,896$344,633$172,317iApproximate average salary by contribution assumption: employee only about $4,307,913 at 4% or $2,871,942 at 6%; with 50% employer match about $2,871,942 at 4% or $1,914,628 at 6%; with 100% employer match about $2,153,956 at 4% or $1,435,971 at 6%.
201312$114,285$62,175$31,088iApproximate average salary by contribution assumption: employee only about $777,188 at 4% or $518,125 at 6%; with 50% employer match about $518,125 at 4% or $345,417 at 6%; with 100% employer match about $388,594 at 4% or $259,063 at 6%.
B & a Retirement Plan-2$114,285$62,175$31,088iApproximate average salary by contribution assumption: employee only about $777,188 at 4% or $518,125 at 6%; with 50% employer match about $518,125 at 4% or $345,417 at 6%; with 100% employer match about $388,594 at 4% or $259,063 at 6%.
201212$49,000$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
B & a Retirement Plan-2$49,000$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.