Balanced Planning Inc.
Plan context: Balanced Planning Inc. 401(K) Plan
EIN 83-4062461 • 1 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$130,800
2019 Contributions
$131,111
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $130,800 | $131,111 | $131,111iApproximate average salary by contribution assumption: employee only about $3,277,775 at 4% or $2,185,183 at 6%; with 50% employer match about $2,185,183 at 4% or $1,456,789 at 6%; with 100% employer match about $1,638,888 at 4% or $1,092,592 at 6%. |
| Balanced Planning Inc. 401(K) Plan | - | 1 | $130,800 | $131,111 | $131,111iApproximate average salary by contribution assumption: employee only about $3,277,775 at 4% or $2,185,183 at 6%; with 50% employer match about $2,185,183 at 4% or $1,456,789 at 6%; with 100% employer match about $1,638,888 at 4% or $1,092,592 at 6%. |