Balata PLLC
Plan context: Balata PLLC 401(K) Profit Sharing Plan
EIN 92-1719429 • Phoenix, AZ • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$349,170
2025 Contributions
$95,072
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $349,170 | $95,072 | $31,691iApproximate average salary by contribution assumption: employee only about $792,267 at 4% or $528,178 at 6%; with 50% employer match about $528,178 at 4% or $352,119 at 6%; with 100% employer match about $396,133 at 4% or $264,089 at 6%. |
| Balata PLLC 401(K) Profit Sharing Plan | - | 3 | $349,170 | $95,072 | $31,691iApproximate average salary by contribution assumption: employee only about $792,267 at 4% or $528,178 at 6%; with 50% employer match about $528,178 at 4% or $352,119 at 6%; with 100% employer match about $396,133 at 4% or $264,089 at 6%. |
| 2024 | 1 | 3 | $173,998 | $88,546 | $29,515iApproximate average salary by contribution assumption: employee only about $737,883 at 4% or $491,922 at 6%; with 50% employer match about $491,922 at 4% or $327,948 at 6%; with 100% employer match about $368,942 at 4% or $245,961 at 6%. |
| Balata PLLC 401(K) Profit Sharing Plan | - | 3 | $173,998 | $88,546 | $29,515iApproximate average salary by contribution assumption: employee only about $737,883 at 4% or $491,922 at 6%; with 50% employer match about $491,922 at 4% or $327,948 at 6%; with 100% employer match about $368,942 at 4% or $245,961 at 6%. |
| 2023 | 1 | 3 | $77,090 | $76,094 | $25,365iApproximate average salary by contribution assumption: employee only about $634,117 at 4% or $422,744 at 6%; with 50% employer match about $422,744 at 4% or $281,830 at 6%; with 100% employer match about $317,058 at 4% or $211,372 at 6%. |
| Balata PLLC 401(K) Profit Sharing Plan | - | 3 | $77,090 | $76,094 | $25,365iApproximate average salary by contribution assumption: employee only about $634,117 at 4% or $422,744 at 6%; with 50% employer match about $422,744 at 4% or $281,830 at 6%; with 100% employer match about $317,058 at 4% or $211,372 at 6%. |