Civic Intelligence

Ballou Plum Financial Advisors LLC

Plan context: Ballou Plum Financial Advisors LLC Profit Sharing Plan

EIN 68-0403100 • 18 filings • 2 plans

Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$2,266,077

2016 Contributions

$199,983

Historical Graphs

Total Assets Over Time

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

$2,266,077$1,133,039$0199920072015YearValue
$2,266,077Latest year 2015

Participants Over Time

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

950199920072015YearValue
8Latest year 2015

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
201610$0$0-
Ballou Plum Financial Advisors LLC Profit Sharing Plan-0---
201518$2,266,077$199,983$24,998iApproximate average salary by contribution assumption: employee only about $624,947 at 4% or $416,631 at 6%; with 50% employer match about $416,631 at 4% or $277,754 at 6%; with 100% employer match about $312,473 at 4% or $208,316 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-8$2,266,077$199,983$24,998iApproximate average salary by contribution assumption: employee only about $624,947 at 4% or $416,631 at 6%; with 50% employer match about $416,631 at 4% or $277,754 at 6%; with 100% employer match about $312,473 at 4% or $208,316 at 6%.
201419$2,059,199$228,242$25,360iApproximate average salary by contribution assumption: employee only about $634,006 at 4% or $422,670 at 6%; with 50% employer match about $422,670 at 4% or $281,780 at 6%; with 100% employer match about $317,003 at 4% or $211,335 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-9$2,059,199$228,242$25,360iApproximate average salary by contribution assumption: employee only about $634,006 at 4% or $422,670 at 6%; with 50% employer match about $422,670 at 4% or $281,780 at 6%; with 100% employer match about $317,003 at 4% or $211,335 at 6%.
201318$1,715,616$202,080$25,260iApproximate average salary by contribution assumption: employee only about $631,500 at 4% or $421,000 at 6%; with 50% employer match about $421,000 at 4% or $280,667 at 6%; with 100% employer match about $315,750 at 4% or $210,500 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-8$1,715,616$202,080$25,260iApproximate average salary by contribution assumption: employee only about $631,500 at 4% or $421,000 at 6%; with 50% employer match about $421,000 at 4% or $280,667 at 6%; with 100% employer match about $315,750 at 4% or $210,500 at 6%.
201215$1,174,041$139,810$27,962iApproximate average salary by contribution assumption: employee only about $699,050 at 4% or $466,033 at 6%; with 50% employer match about $466,033 at 4% or $310,689 at 6%; with 100% employer match about $349,525 at 4% or $233,017 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-5$1,174,041$139,810$27,962iApproximate average salary by contribution assumption: employee only about $699,050 at 4% or $466,033 at 6%; with 50% employer match about $466,033 at 4% or $310,689 at 6%; with 100% employer match about $349,525 at 4% or $233,017 at 6%.
201116$897,235$129,453$21,576iApproximate average salary by contribution assumption: employee only about $539,388 at 4% or $359,592 at 6%; with 50% employer match about $359,592 at 4% or $239,728 at 6%; with 100% employer match about $269,694 at 4% or $179,796 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-6$897,235$129,453$21,576iApproximate average salary by contribution assumption: employee only about $539,388 at 4% or $359,592 at 6%; with 50% employer match about $359,592 at 4% or $239,728 at 6%; with 100% employer match about $269,694 at 4% or $179,796 at 6%.
201015$814,439$111,322$22,264iApproximate average salary by contribution assumption: employee only about $556,610 at 4% or $371,073 at 6%; with 50% employer match about $371,073 at 4% or $247,382 at 6%; with 100% employer match about $278,305 at 4% or $185,537 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-5$814,439$111,322$22,264iApproximate average salary by contribution assumption: employee only about $556,610 at 4% or $371,073 at 6%; with 50% employer match about $371,073 at 4% or $247,382 at 6%; with 100% employer match about $278,305 at 4% or $185,537 at 6%.
200918$640,181$51,725$6,466iApproximate average salary by contribution assumption: employee only about $161,641 at 4% or $107,760 at 6%; with 50% employer match about $107,760 at 4% or $71,840 at 6%; with 100% employer match about $80,820 at 4% or $53,880 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-8$640,181$51,725$6,466iApproximate average salary by contribution assumption: employee only about $161,641 at 4% or $107,760 at 6%; with 50% employer match about $107,760 at 4% or $71,840 at 6%; with 100% employer match about $80,820 at 4% or $53,880 at 6%.
200816$435,760$84,681$14,114iApproximate average salary by contribution assumption: employee only about $352,838 at 4% or $235,225 at 6%; with 50% employer match about $235,225 at 4% or $156,817 at 6%; with 100% employer match about $176,419 at 4% or $117,613 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-6$435,760$84,681$14,114iApproximate average salary by contribution assumption: employee only about $352,838 at 4% or $235,225 at 6%; with 50% employer match about $235,225 at 4% or $156,817 at 6%; with 100% employer match about $176,419 at 4% or $117,613 at 6%.
200716$645,946$102,819$17,137iApproximate average salary by contribution assumption: employee only about $428,413 at 4% or $285,608 at 6%; with 50% employer match about $285,608 at 4% or $190,406 at 6%; with 100% employer match about $214,206 at 4% or $142,804 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-6$645,946$102,819$17,137iApproximate average salary by contribution assumption: employee only about $428,413 at 4% or $285,608 at 6%; with 50% employer match about $285,608 at 4% or $190,406 at 6%; with 100% employer match about $214,206 at 4% or $142,804 at 6%.
200616$477,455$97,545$16,258iApproximate average salary by contribution assumption: employee only about $406,438 at 4% or $270,958 at 6%; with 50% employer match about $270,958 at 4% or $180,639 at 6%; with 100% employer match about $203,219 at 4% or $135,479 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-6$477,455$97,545$16,258iApproximate average salary by contribution assumption: employee only about $406,438 at 4% or $270,958 at 6%; with 50% employer match about $270,958 at 4% or $180,639 at 6%; with 100% employer match about $203,219 at 4% or $135,479 at 6%.
200515$318,745$74,784$14,957iApproximate average salary by contribution assumption: employee only about $373,920 at 4% or $249,280 at 6%; with 50% employer match about $249,280 at 4% or $166,187 at 6%; with 100% employer match about $186,960 at 4% or $124,640 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-5$318,745$74,784$14,957iApproximate average salary by contribution assumption: employee only about $373,920 at 4% or $249,280 at 6%; with 50% employer match about $249,280 at 4% or $166,187 at 6%; with 100% employer match about $186,960 at 4% or $124,640 at 6%.
200413$229,550$31,896$10,632iApproximate average salary by contribution assumption: employee only about $265,800 at 4% or $177,200 at 6%; with 50% employer match about $177,200 at 4% or $118,133 at 6%; with 100% employer match about $132,900 at 4% or $88,600 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-3$229,550$31,896$10,632iApproximate average salary by contribution assumption: employee only about $265,800 at 4% or $177,200 at 6%; with 50% employer match about $177,200 at 4% or $118,133 at 6%; with 100% employer match about $132,900 at 4% or $88,600 at 6%.
200313$171,924$32,266$10,755iApproximate average salary by contribution assumption: employee only about $268,883 at 4% or $179,256 at 6%; with 50% employer match about $179,256 at 4% or $119,504 at 6%; with 100% employer match about $134,442 at 4% or $89,628 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-3$171,924$32,266$10,755iApproximate average salary by contribution assumption: employee only about $268,883 at 4% or $179,256 at 6%; with 50% employer match about $179,256 at 4% or $119,504 at 6%; with 100% employer match about $134,442 at 4% or $89,628 at 6%.
200213$102,200$36,069$12,023iApproximate average salary by contribution assumption: employee only about $300,575 at 4% or $200,383 at 6%; with 50% employer match about $200,383 at 4% or $133,589 at 6%; with 100% employer match about $150,288 at 4% or $100,192 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-3$102,200$36,069$12,023iApproximate average salary by contribution assumption: employee only about $300,575 at 4% or $200,383 at 6%; with 50% employer match about $200,383 at 4% or $133,589 at 6%; with 100% employer match about $150,288 at 4% or $100,192 at 6%.
200113$82,626$23,441$7,814iApproximate average salary by contribution assumption: employee only about $195,342 at 4% or $130,228 at 6%; with 50% employer match about $130,228 at 4% or $86,819 at 6%; with 100% employer match about $97,671 at 4% or $65,114 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-3$82,626$23,441$7,814iApproximate average salary by contribution assumption: employee only about $195,342 at 4% or $130,228 at 6%; with 50% employer match about $130,228 at 4% or $86,819 at 6%; with 100% employer match about $97,671 at 4% or $65,114 at 6%.
200015$74,661$48,665$9,733iApproximate average salary by contribution assumption: employee only about $243,325 at 4% or $162,217 at 6%; with 50% employer match about $162,217 at 4% or $108,144 at 6%; with 100% employer match about $121,663 at 4% or $81,108 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-5$74,661$48,665$9,733iApproximate average salary by contribution assumption: employee only about $243,325 at 4% or $162,217 at 6%; with 50% employer match about $162,217 at 4% or $108,144 at 6%; with 100% employer match about $121,663 at 4% or $81,108 at 6%.
199915$41,945$37,934$7,587iApproximate average salary by contribution assumption: employee only about $189,670 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,223 at 6%.
Ballou Plum Financial Advisors LLC Profit Sharing Plan-5$41,945$37,934$7,587iApproximate average salary by contribution assumption: employee only about $189,670 at 4% or $126,447 at 6%; with 50% employer match about $126,447 at 4% or $84,298 at 6%; with 100% employer match about $94,835 at 4% or $63,223 at 6%.