Balance Managed Services LLC
Plan context: Balance Staffing 401(K) Plan
EIN 81-3144586 • Stockton, CA • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
90
2024 Assets
$4,621,356
2024 Contributions
$498,866
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 90 | $4,621,356 | $498,866 | $5,543iApproximate average salary by contribution assumption: employee only about $138,574 at 4% or $92,383 at 6%; with 50% employer match about $92,383 at 4% or $61,588 at 6%; with 100% employer match about $69,287 at 4% or $46,191 at 6%. |
| Balance Staffing 401(K) Plan | - | 90 | $4,621,356 | $498,866 | $5,543iApproximate average salary by contribution assumption: employee only about $138,574 at 4% or $92,383 at 6%; with 50% employer match about $92,383 at 4% or $61,588 at 6%; with 100% employer match about $69,287 at 4% or $46,191 at 6%. |
| 2023 | 2 | 132 | $4,106,680 | $691,622 | $5,240iApproximate average salary by contribution assumption: employee only about $130,989 at 4% or $87,326 at 6%; with 50% employer match about $87,326 at 4% or $58,217 at 6%; with 100% employer match about $65,495 at 4% or $43,663 at 6%. |
| Balance Staffing 401(K) Plan | - | 98 | $4,106,680 | $691,622 | $7,057iApproximate average salary by contribution assumption: employee only about $176,434 at 4% or $117,623 at 6%; with 50% employer match about $117,623 at 4% or $78,415 at 6%; with 100% employer match about $88,217 at 4% or $58,811 at 6%. |
| BALANCE MANAGED SERVICES WELFARE BENEFITS PLAN | - | 132 | - | - | - |
| 2022 | 2 | 149 | $3,587,852 | $865,497 | $5,809iApproximate average salary by contribution assumption: employee only about $145,218 at 4% or $96,812 at 6%; with 50% employer match about $96,812 at 4% or $64,541 at 6%; with 100% employer match about $72,609 at 4% or $48,406 at 6%. |
| Balance Staffing 401(K) Plan | - | 149 | $3,587,852 | $865,497 | $5,809iApproximate average salary by contribution assumption: employee only about $145,218 at 4% or $96,812 at 6%; with 50% employer match about $96,812 at 4% or $64,541 at 6%; with 100% employer match about $72,609 at 4% or $48,406 at 6%. |
| BALANCE MANAGED SERVICES WELFARE BENEFITS PLAN | - | 136 | - | - | - |
| 2021 | 2 | 183 | $3,575,052 | $911,754 | $4,982iApproximate average salary by contribution assumption: employee only about $124,557 at 4% or $83,038 at 6%; with 50% employer match about $83,038 at 4% or $55,358 at 6%; with 100% employer match about $62,278 at 4% or $41,519 at 6%. |
| Balance Staffing 401(K) Plan | - | 183 | $3,575,052 | $911,754 | $4,982iApproximate average salary by contribution assumption: employee only about $124,557 at 4% or $83,038 at 6%; with 50% employer match about $83,038 at 4% or $55,358 at 6%; with 100% employer match about $62,278 at 4% or $41,519 at 6%. |
| BALANCE MANAGED SERVICES WELFARE BENEFITS PLAN | - | 121 | - | - | - |
| 2020 | 2 | 136 | $2,337,947 | $619,063 | $4,552iApproximate average salary by contribution assumption: employee only about $113,798 at 4% or $75,866 at 6%; with 50% employer match about $75,866 at 4% or $50,577 at 6%; with 100% employer match about $56,899 at 4% or $37,933 at 6%. |
| Balance Staffing 401(K) Plan | - | 136 | $2,337,947 | $619,063 | $4,552iApproximate average salary by contribution assumption: employee only about $113,798 at 4% or $75,866 at 6%; with 50% employer match about $75,866 at 4% or $50,577 at 6%; with 100% employer match about $56,899 at 4% or $37,933 at 6%. |
| BALANCE MANAGED SERVICES WELFARE BENEFITS PLAN | - | 108 | - | - | - |
| 2019 | 2 | 119 | $1,659,889 | $492,232 | $4,136iApproximate average salary by contribution assumption: employee only about $103,410 at 4% or $68,940 at 6%; with 50% employer match about $68,940 at 4% or $45,960 at 6%; with 100% employer match about $51,705 at 4% or $34,470 at 6%. |
| Balance Staffing 401(K) Plan | - | 119 | $1,659,889 | $492,232 | $4,136iApproximate average salary by contribution assumption: employee only about $103,410 at 4% or $68,940 at 6%; with 50% employer match about $68,940 at 4% or $45,960 at 6%; with 100% employer match about $51,705 at 4% or $34,470 at 6%. |
| BALANCE MANAGED SERVICES WELFARE BENEFITS PLAN | - | 104 | - | - | - |