BALLAST POINT FINANCIAL PLANNING
Plan context: BALLAST POINT FINANCIAL PLANNING 401(K) PLAN
EIN 81-1798074 • Burlingame, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$928,827
2025 Contributions
$142,850
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $928,827 | $142,850 | $20,407iApproximate average salary by contribution assumption: employee only about $510,179 at 4% or $340,119 at 6%; with 50% employer match about $340,119 at 4% or $226,746 at 6%; with 100% employer match about $255,089 at 4% or $170,060 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 7 | $928,827 | $142,850 | $20,407iApproximate average salary by contribution assumption: employee only about $510,179 at 4% or $340,119 at 6%; with 50% employer match about $340,119 at 4% or $226,746 at 6%; with 100% employer match about $255,089 at 4% or $170,060 at 6%. |
| 2024 | 1 | 8 | $916,394 | $231,043 | $28,880iApproximate average salary by contribution assumption: employee only about $722,009 at 4% or $481,340 at 6%; with 50% employer match about $481,340 at 4% or $320,893 at 6%; with 100% employer match about $361,005 at 4% or $240,670 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 8 | $916,394 | $231,043 | $28,880iApproximate average salary by contribution assumption: employee only about $722,009 at 4% or $481,340 at 6%; with 50% employer match about $481,340 at 4% or $320,893 at 6%; with 100% employer match about $361,005 at 4% or $240,670 at 6%. |
| 2023 | 1 | 7 | $626,370 | $104,984 | $14,998iApproximate average salary by contribution assumption: employee only about $374,943 at 4% or $249,962 at 6%; with 50% employer match about $249,962 at 4% or $166,641 at 6%; with 100% employer match about $187,471 at 4% or $124,981 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 7 | $626,370 | $104,984 | $14,998iApproximate average salary by contribution assumption: employee only about $374,943 at 4% or $249,962 at 6%; with 50% employer match about $249,962 at 4% or $166,641 at 6%; with 100% employer match about $187,471 at 4% or $124,981 at 6%. |
| 2022 | 1 | 7 | $428,645 | $99,777 | $14,254iApproximate average salary by contribution assumption: employee only about $356,346 at 4% or $237,564 at 6%; with 50% employer match about $237,564 at 4% or $158,376 at 6%; with 100% employer match about $178,173 at 4% or $118,782 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 7 | $428,645 | $99,777 | $14,254iApproximate average salary by contribution assumption: employee only about $356,346 at 4% or $237,564 at 6%; with 50% employer match about $237,564 at 4% or $158,376 at 6%; with 100% employer match about $178,173 at 4% or $118,782 at 6%. |
| 2021 | 1 | 8 | $417,606 | $100,281 | $12,535iApproximate average salary by contribution assumption: employee only about $313,378 at 4% or $208,919 at 6%; with 50% employer match about $208,919 at 4% or $139,279 at 6%; with 100% employer match about $156,689 at 4% or $104,459 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 8 | $417,606 | $100,281 | $12,535iApproximate average salary by contribution assumption: employee only about $313,378 at 4% or $208,919 at 6%; with 50% employer match about $208,919 at 4% or $139,279 at 6%; with 100% employer match about $156,689 at 4% or $104,459 at 6%. |
| 2020 | 1 | 6 | $290,457 | $225,960 | $37,660iApproximate average salary by contribution assumption: employee only about $941,500 at 4% or $627,667 at 6%; with 50% employer match about $627,667 at 4% or $418,444 at 6%; with 100% employer match about $470,750 at 4% or $313,833 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 6 | $290,457 | $225,960 | $37,660iApproximate average salary by contribution assumption: employee only about $941,500 at 4% or $627,667 at 6%; with 50% employer match about $627,667 at 4% or $418,444 at 6%; with 100% employer match about $470,750 at 4% or $313,833 at 6%. |
| 2019 | 1 | 4 | $24,117 | $20,619 | $5,155iApproximate average salary by contribution assumption: employee only about $128,869 at 4% or $85,913 at 6%; with 50% employer match about $85,913 at 4% or $57,275 at 6%; with 100% employer match about $64,434 at 4% or $42,956 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 4 | $24,117 | $20,619 | $5,155iApproximate average salary by contribution assumption: employee only about $128,869 at 4% or $85,913 at 6%; with 50% employer match about $85,913 at 4% or $57,275 at 6%; with 100% employer match about $64,434 at 4% or $42,956 at 6%. |
| 2018 | 1 | 1 | $1,312 | $1,372 | $1,372iApproximate average salary by contribution assumption: employee only about $34,300 at 4% or $22,867 at 6%; with 50% employer match about $22,867 at 4% or $15,244 at 6%; with 100% employer match about $17,150 at 4% or $11,433 at 6%. |
| BALLAST POINT FINANCIAL PLANNING 401(K) PLAN | - | 1 | $1,312 | $1,372 | $1,372iApproximate average salary by contribution assumption: employee only about $34,300 at 4% or $22,867 at 6%; with 50% employer match about $22,867 at 4% or $15,244 at 6%; with 100% employer match about $17,150 at 4% or $11,433 at 6%. |