Balanced Wealth Group LLC
Plan context: Balanced Wealth Group LLC 401(K) Plan
EIN 92-1298442 • Westlake, OH • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$1,717,438
2024 Contributions
$213,570
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 | 9 | $1,717,438 | $213,570 | $23,730iApproximate average salary by contribution assumption: employee only about $593,250 at 4% or $395,500 at 6%; with 50% employer match about $395,500 at 4% or $263,667 at 6%; with 100% employer match about $296,625 at 4% or $197,750 at 6%. |
| Balanced Wealth Group LLC 401(K) Plan | - | 9 | $1,717,438 | $213,570 | $23,730iApproximate average salary by contribution assumption: employee only about $593,250 at 4% or $395,500 at 6%; with 50% employer match about $395,500 at 4% or $263,667 at 6%; with 100% employer match about $296,625 at 4% or $197,750 at 6%. |
| 2023 | 1 | 8 | $1,484,016 | $55,729 | $6,966iApproximate average salary by contribution assumption: employee only about $174,153 at 4% or $116,102 at 6%; with 50% employer match about $116,102 at 4% or $77,401 at 6%; with 100% employer match about $87,077 at 4% or $58,051 at 6%. |
| Balanced Wealth Group LLC 401(K) Plan | - | 8 | $1,484,016 | $55,729 | $6,966iApproximate average salary by contribution assumption: employee only about $174,153 at 4% or $116,102 at 6%; with 50% employer match about $116,102 at 4% or $77,401 at 6%; with 100% employer match about $87,077 at 4% or $58,051 at 6%. |
| 2022 | 1 | 7 | $1,091,594 | $204,620 | $29,231iApproximate average salary by contribution assumption: employee only about $730,786 at 4% or $487,190 at 6%; with 50% employer match about $487,190 at 4% or $324,794 at 6%; with 100% employer match about $365,393 at 4% or $243,595 at 6%. |
| Balanced Wealth Group LLC 401(K) Plan | - | 7 | $1,091,594 | $204,620 | $29,231iApproximate average salary by contribution assumption: employee only about $730,786 at 4% or $487,190 at 6%; with 50% employer match about $487,190 at 4% or $324,794 at 6%; with 100% employer match about $365,393 at 4% or $243,595 at 6%. |