Civic Intelligence

Balfour Retirement Community

Plan context: Balfour Retirement Community 401K Profit Sharing Plan & Trust

EIN 84-1440184 • 6 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

67

2004 Assets

$190,836

2004 Contributions

$51,144

Historical Graphs

Total Assets Over Time

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

$190,836$95,418$0199920022004YearValue
$190,836Latest year 2004

Participants Over Time

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

92460199920022004YearValue
67Latest year 2004

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
2004167$190,836$51,144$763iApproximate average salary by contribution assumption: employee only about $19,084 at 4% or $12,722 at 6%; with 50% employer match about $12,722 at 4% or $8,482 at 6%; with 100% employer match about $9,542 at 4% or $6,361 at 6%.
Balfour Retirement Community 401K Profit Sharing Plan & Trust-67$190,836$51,144$763iApproximate average salary by contribution assumption: employee only about $19,084 at 4% or $12,722 at 6%; with 50% employer match about $12,722 at 4% or $8,482 at 6%; with 100% employer match about $9,542 at 4% or $6,361 at 6%.
2003164$144,127$50,701$792iApproximate average salary by contribution assumption: employee only about $19,805 at 4% or $13,203 at 6%; with 50% employer match about $13,203 at 4% or $8,802 at 6%; with 100% employer match about $9,903 at 4% or $6,602 at 6%.
Balfour Retirement Community 401K Profit Sharing Plan & Trust-64$144,127$50,701$792iApproximate average salary by contribution assumption: employee only about $19,805 at 4% or $13,203 at 6%; with 50% employer match about $13,203 at 4% or $8,802 at 6%; with 100% employer match about $9,903 at 4% or $6,602 at 6%.
2002192$82,930$42,379$461iApproximate average salary by contribution assumption: employee only about $11,516 at 4% or $7,677 at 6%; with 50% employer match about $7,677 at 4% or $5,118 at 6%; with 100% employer match about $5,758 at 4% or $3,839 at 6%.
Balfour Retirement Community 401K Profit Sharing Plan & Trust-92$82,930$42,379$461iApproximate average salary by contribution assumption: employee only about $11,516 at 4% or $7,677 at 6%; with 50% employer match about $7,677 at 4% or $5,118 at 6%; with 100% employer match about $5,758 at 4% or $3,839 at 6%.
2001151$55,094$32,151$630iApproximate average salary by contribution assumption: employee only about $15,760 at 4% or $10,507 at 6%; with 50% employer match about $10,507 at 4% or $7,005 at 6%; with 100% employer match about $7,880 at 4% or $5,253 at 6%.
Balfour Retirement Community 401K Profit Sharing Plan & Trust-51$55,094$32,151$630iApproximate average salary by contribution assumption: employee only about $15,760 at 4% or $10,507 at 6%; with 50% employer match about $10,507 at 4% or $7,005 at 6%; with 100% employer match about $7,880 at 4% or $5,253 at 6%.
2000134$30,051$21,011$618iApproximate average salary by contribution assumption: employee only about $15,449 at 4% or $10,300 at 6%; with 50% employer match about $10,300 at 4% or $6,866 at 6%; with 100% employer match about $7,725 at 4% or $5,150 at 6%.
Balfour Retirement Community 401K Profit Sharing Plan & Trust-34$30,051$21,011$618iApproximate average salary by contribution assumption: employee only about $15,449 at 4% or $10,300 at 6%; with 50% employer match about $10,300 at 4% or $6,866 at 6%; with 100% employer match about $7,725 at 4% or $5,150 at 6%.
199915$12,779$12,222$2,444iApproximate average salary by contribution assumption: employee only about $61,110 at 4% or $40,740 at 6%; with 50% employer match about $40,740 at 4% or $27,160 at 6%; with 100% employer match about $30,555 at 4% or $20,370 at 6%.
Balfour Retirement Community 401K Profit Sharing Plan & Trust-5$12,779$12,222$2,444iApproximate average salary by contribution assumption: employee only about $61,110 at 4% or $40,740 at 6%; with 50% employer match about $40,740 at 4% or $27,160 at 6%; with 100% employer match about $30,555 at 4% or $20,370 at 6%.