Balanced Investments Inc
Plan context: Balanced Investments Inc. Retirement Plan
EIN 83-2598893 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$96,735
2024 Contributions
$170,246
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 | 0 | $0 | $0 | - |
| Balanced Investments Inc. Retirement Plan | - | 0 | - | - | - |
| 2023 | 1 | 1 | $96,735 | $0 | - |
| Balanced Investments Inc. Retirement Plan | - | 1 | $96,735 | - | - |
| 2022 | 1 | 1 | $108,845 | $0 | - |
| Balanced Investments Inc. Retirement Plan | - | 1 | $108,845 | - | - |
| 2021 | 1 | 1 | $168,548 | $0 | - |
| Balanced Investments Inc. Retirement Plan | - | 1 | $168,548 | - | - |
| 2020 | 1 | 1 | $154,981 | $0 | - |
| Balanced Investments Inc. Retirement Plan | - | 1 | $154,981 | - | - |
| 2019 | 1 | 1 | $254,170 | $170,246 | $170,246iApproximate average salary by contribution assumption: employee only about $4,256,150 at 4% or $2,837,433 at 6%; with 50% employer match about $2,837,433 at 4% or $1,891,622 at 6%; with 100% employer match about $2,128,075 at 4% or $1,418,717 at 6%. |
| Balanced Investments Inc. Retirement Plan | - | 1 | $254,170 | $170,246 | $170,246iApproximate average salary by contribution assumption: employee only about $4,256,150 at 4% or $2,837,433 at 6%; with 50% employer match about $2,837,433 at 4% or $1,891,622 at 6%; with 100% employer match about $2,128,075 at 4% or $1,418,717 at 6%. |
| 2018 | 1 | 1 | $81,555 | $81,554 | $81,554iApproximate average salary by contribution assumption: employee only about $2,038,850 at 4% or $1,359,233 at 6%; with 50% employer match about $1,359,233 at 4% or $906,156 at 6%; with 100% employer match about $1,019,425 at 4% or $679,617 at 6%. |
| Balanced Investments Inc. Retirement Plan | - | 1 | $81,555 | $81,554 | $81,554iApproximate average salary by contribution assumption: employee only about $2,038,850 at 4% or $1,359,233 at 6%; with 50% employer match about $1,359,233 at 4% or $906,156 at 6%; with 100% employer match about $1,019,425 at 4% or $679,617 at 6%. |