Civic Intelligence

The Ballard Agency

Plan context: Daniel F. Ballard Insurance Agency Profit Sharing Plan

EIN 91-1301011 • 4 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

2

2002 Assets

$55,189

2002 Contributions

$1,100

Historical Graphs

Total Assets Over Time

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

$71,000$35,500$0199920012002YearValue
$55,189Latest year 2002

Participants Over Time

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

210199920002001YearValue
2Latest year 2001

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
200210$55,189$0-
Daniel F. Ballard Insurance Agency Profit Sharing Plan-0$55,189--
200112$62,800$0-
Daniel F. Ballard Insurance Agency Profit Sharing Plan-2$62,800--
200012$0$0-
Daniel F. Ballard Insurance Agency Profit Sharing Plan-2---
199912$71,000$1,100$550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%.
Daniel F. Ballard Insurance Agency Profit Sharing Plan-2$71,000$1,100$550iApproximate average salary by contribution assumption: employee only about $13,750 at 4% or $9,167 at 6%; with 50% employer match about $9,167 at 4% or $6,111 at 6%; with 100% employer match about $6,875 at 4% or $4,583 at 6%.