Balis-Underwood LLC
Plan context: Balis-Underwood Associates Retirement Plan
EIN 87-0509355 • 7 filings • 3 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$539,197
2001 Contributions
$26,695
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 0 | $0 | $26,695 | - |
| Balis-Underwood Associates Retirement Plan | - | 0 | - | $15,501 | - |
| Balis-Underwood Associates Money Puchase Plan | - | 0 | - | $11,194 | - |
| 2000 | 3 | 2 | $539,197 | $35,480 | $17,740iApproximate average salary by contribution assumption: employee only about $443,500 at 4% or $295,667 at 6%; with 50% employer match about $295,667 at 4% or $197,111 at 6%; with 100% employer match about $221,750 at 4% or $147,833 at 6%. |
| Balis-Underwood Associates Retirement Plan | - | 2 | $401,090 | $21,488 | $10,744iApproximate average salary by contribution assumption: employee only about $268,600 at 4% or $179,067 at 6%; with 50% employer match about $179,067 at 4% or $119,378 at 6%; with 100% employer match about $134,300 at 4% or $89,533 at 6%. |
| Balis-Underwood Associates Money Puchase Plan | - | 2 | $138,107 | $13,992 | $6,996iApproximate average salary by contribution assumption: employee only about $174,900 at 4% or $116,600 at 6%; with 50% employer match about $116,600 at 4% or $77,733 at 6%; with 100% employer match about $87,450 at 4% or $58,300 at 6%. |
| Balis-Underwood Associates Money Puchase Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $689,075 | $40,791 | $20,396iApproximate average salary by contribution assumption: employee only about $509,888 at 4% or $339,925 at 6%; with 50% employer match about $339,925 at 4% or $226,617 at 6%; with 100% employer match about $254,944 at 4% or $169,963 at 6%. |
| Balis-Underwood Associates Retirement Plan | - | 2 | $507,428 | $23,436 | $11,718iApproximate average salary by contribution assumption: employee only about $292,950 at 4% or $195,300 at 6%; with 50% employer match about $195,300 at 4% or $130,200 at 6%; with 100% employer match about $146,475 at 4% or $97,650 at 6%. |
| Balis-Underwood Associates Money Puchase Plan | - | 2 | $181,647 | $17,355 | $8,678iApproximate average salary by contribution assumption: employee only about $216,938 at 4% or $144,625 at 6%; with 50% employer match about $144,625 at 4% or $96,417 at 6%; with 100% employer match about $108,469 at 4% or $72,313 at 6%. |