Civic Intelligence

Ballard & Ballard Inc.

Plan context: Ballard Ballard Inc 401 K Profit Sharing Plan Trust

EIN 95-3467104 • Fountain Valley, CA • 21 filings • 7 plans

18400 Brookhurst StreetFountain Valley, CA 92708
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$878,970

2024 Contributions

$163,671

Historical Graphs

Total Assets Over Time

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

$1,810,975$905,488$0200920172024YearValue
$878,970Latest year 2024

Participants Over Time

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

840200820162024YearValue
6Latest year 2024

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
202426$878,970$163,671$27,279iApproximate average salary by contribution assumption: employee only about $681,963 at 4% or $454,642 at 6%; with 50% employer match about $454,642 at 4% or $303,094 at 6%; with 100% employer match about $340,981 at 4% or $227,321 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$878,970$163,671$27,279iApproximate average salary by contribution assumption: employee only about $681,963 at 4% or $454,642 at 6%; with 50% employer match about $454,642 at 4% or $303,094 at 6%; with 100% employer match about $340,981 at 4% or $227,321 at 6%.
Ballard & Ballard Cash Balance Plan-0$0--
202327$1,810,975$185,045$26,435iApproximate average salary by contribution assumption: employee only about $660,875 at 4% or $440,583 at 6%; with 50% employer match about $440,583 at 4% or $293,722 at 6%; with 100% employer match about $330,438 at 4% or $220,292 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$1,496,994$152,265$25,378iApproximate average salary by contribution assumption: employee only about $634,438 at 4% or $422,958 at 6%; with 50% employer match about $422,958 at 4% or $281,972 at 6%; with 100% employer match about $317,219 at 4% or $211,479 at 6%.
Ballard & Ballard Cash Balance Plan-7$313,981$32,780$4,683iApproximate average salary by contribution assumption: employee only about $117,071 at 4% or $78,048 at 6%; with 50% employer match about $78,048 at 4% or $52,032 at 6%; with 100% employer match about $58,536 at 4% or $39,024 at 6%.
202225$1,395,378$250,133$50,027iApproximate average salary by contribution assumption: employee only about $1,250,665 at 4% or $833,777 at 6%; with 50% employer match about $833,777 at 4% or $555,851 at 6%; with 100% employer match about $625,333 at 4% or $416,888 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-5$1,151,221$210,133$42,027iApproximate average salary by contribution assumption: employee only about $1,050,665 at 4% or $700,443 at 6%; with 50% employer match about $700,443 at 4% or $466,962 at 6%; with 100% employer match about $525,333 at 4% or $350,222 at 6%.
Ballard & Ballard Cash Balance Plan-4$244,157$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
202125$1,365,385$389,148$77,830iApproximate average salary by contribution assumption: employee only about $1,945,740 at 4% or $1,297,160 at 6%; with 50% employer match about $1,297,160 at 4% or $864,773 at 6%; with 100% employer match about $972,870 at 4% or $648,580 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-5$1,157,196$180,959$36,192iApproximate average salary by contribution assumption: employee only about $904,795 at 4% or $603,197 at 6%; with 50% employer match about $603,197 at 4% or $402,131 at 6%; with 100% employer match about $452,398 at 4% or $301,598 at 6%.
Ballard & Ballard Cash Balance Plan-5$208,189$208,189$41,638iApproximate average salary by contribution assumption: employee only about $1,040,945 at 4% or $693,963 at 6%; with 50% employer match about $693,963 at 4% or $462,642 at 6%; with 100% employer match about $520,473 at 4% or $346,982 at 6%.
202014$888,154$36,001$9,000iApproximate average salary by contribution assumption: employee only about $225,006 at 4% or $150,004 at 6%; with 50% employer match about $150,004 at 4% or $100,003 at 6%; with 100% employer match about $112,503 at 4% or $75,002 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-4$888,154$36,001$9,000iApproximate average salary by contribution assumption: employee only about $225,006 at 4% or $150,004 at 6%; with 50% employer match about $150,004 at 4% or $100,003 at 6%; with 100% employer match about $112,503 at 4% or $75,002 at 6%.
201915$784,816$68,489$13,698iApproximate average salary by contribution assumption: employee only about $342,445 at 4% or $228,297 at 6%; with 50% employer match about $228,297 at 4% or $152,198 at 6%; with 100% employer match about $171,223 at 4% or $114,148 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-5$784,816$68,489$13,698iApproximate average salary by contribution assumption: employee only about $342,445 at 4% or $228,297 at 6%; with 50% employer match about $228,297 at 4% or $152,198 at 6%; with 100% employer match about $171,223 at 4% or $114,148 at 6%.
201816$740,244$72,575$12,096iApproximate average salary by contribution assumption: employee only about $302,396 at 4% or $201,597 at 6%; with 50% employer match about $201,597 at 4% or $134,398 at 6%; with 100% employer match about $151,198 at 4% or $100,799 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$740,244$72,575$12,096iApproximate average salary by contribution assumption: employee only about $302,396 at 4% or $201,597 at 6%; with 50% employer match about $201,597 at 4% or $134,398 at 6%; with 100% employer match about $151,198 at 4% or $100,799 at 6%.
201716$716,691$73,070$12,178iApproximate average salary by contribution assumption: employee only about $304,458 at 4% or $202,972 at 6%; with 50% employer match about $202,972 at 4% or $135,315 at 6%; with 100% employer match about $152,229 at 4% or $101,486 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$716,691$73,070$12,178iApproximate average salary by contribution assumption: employee only about $304,458 at 4% or $202,972 at 6%; with 50% employer match about $202,972 at 4% or $135,315 at 6%; with 100% employer match about $152,229 at 4% or $101,486 at 6%.
201616$548,438$71,031$11,839iApproximate average salary by contribution assumption: employee only about $295,963 at 4% or $197,308 at 6%; with 50% employer match about $197,308 at 4% or $131,539 at 6%; with 100% employer match about $147,981 at 4% or $98,654 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$548,438$71,031$11,839iApproximate average salary by contribution assumption: employee only about $295,963 at 4% or $197,308 at 6%; with 50% employer match about $197,308 at 4% or $131,539 at 6%; with 100% employer match about $147,981 at 4% or $98,654 at 6%.
201517$447,457$68,524$9,789iApproximate average salary by contribution assumption: employee only about $244,729 at 4% or $163,152 at 6%; with 50% employer match about $163,152 at 4% or $108,768 at 6%; with 100% employer match about $122,364 at 4% or $81,576 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-7$447,457$68,524$9,789iApproximate average salary by contribution assumption: employee only about $244,729 at 4% or $163,152 at 6%; with 50% employer match about $163,152 at 4% or $108,768 at 6%; with 100% employer match about $122,364 at 4% or $81,576 at 6%.
201417$383,194$93,139$13,306iApproximate average salary by contribution assumption: employee only about $332,639 at 4% or $221,760 at 6%; with 50% employer match about $221,760 at 4% or $147,840 at 6%; with 100% employer match about $166,320 at 4% or $110,880 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-7$383,194$93,139$13,306iApproximate average salary by contribution assumption: employee only about $332,639 at 4% or $221,760 at 6%; with 50% employer match about $221,760 at 4% or $147,840 at 6%; with 100% employer match about $166,320 at 4% or $110,880 at 6%.
201316$291,744$34,793$5,799iApproximate average salary by contribution assumption: employee only about $144,971 at 4% or $96,647 at 6%; with 50% employer match about $96,647 at 4% or $64,431 at 6%; with 100% employer match about $72,485 at 4% or $48,324 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$291,744$34,793$5,799iApproximate average salary by contribution assumption: employee only about $144,971 at 4% or $96,647 at 6%; with 50% employer match about $96,647 at 4% or $64,431 at 6%; with 100% employer match about $72,485 at 4% or $48,324 at 6%.
201216$230,710$37,158$6,193iApproximate average salary by contribution assumption: employee only about $154,825 at 4% or $103,217 at 6%; with 50% employer match about $103,217 at 4% or $68,811 at 6%; with 100% employer match about $77,413 at 4% or $51,608 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$230,710$37,158$6,193iApproximate average salary by contribution assumption: employee only about $154,825 at 4% or $103,217 at 6%; with 50% employer match about $103,217 at 4% or $68,811 at 6%; with 100% employer match about $77,413 at 4% or $51,608 at 6%.
201116$178,022$36,638$6,106iApproximate average salary by contribution assumption: employee only about $152,658 at 4% or $101,772 at 6%; with 50% employer match about $101,772 at 4% or $67,848 at 6%; with 100% employer match about $76,329 at 4% or $50,886 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-6$178,022$36,638$6,106iApproximate average salary by contribution assumption: employee only about $152,658 at 4% or $101,772 at 6%; with 50% employer match about $101,772 at 4% or $67,848 at 6%; with 100% employer match about $76,329 at 4% or $50,886 at 6%.
201015$143,810$31,436$6,287iApproximate average salary by contribution assumption: employee only about $157,180 at 4% or $104,787 at 6%; with 50% employer match about $104,787 at 4% or $69,858 at 6%; with 100% employer match about $78,590 at 4% or $52,393 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-5$143,810$31,436$6,287iApproximate average salary by contribution assumption: employee only about $157,180 at 4% or $104,787 at 6%; with 50% employer match about $104,787 at 4% or $69,858 at 6%; with 100% employer match about $78,590 at 4% or $52,393 at 6%.
200918$95,480$31,736$3,967iApproximate average salary by contribution assumption: employee only about $99,175 at 4% or $66,117 at 6%; with 50% employer match about $66,117 at 4% or $44,078 at 6%; with 100% employer match about $49,588 at 4% or $33,058 at 6%.
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-8$95,480$31,736$3,967iApproximate average salary by contribution assumption: employee only about $99,175 at 4% or $66,117 at 6%; with 50% employer match about $66,117 at 4% or $44,078 at 6%; with 100% employer match about $49,588 at 4% or $33,058 at 6%.
200817$0$0-
Ballard Ballard Inc 401 K Profit Sharing Plan Trust-7---