Mark Balan
Plan context: MARK BALAN & ASSOCIATES EMPLOYEES' RETIREMENT PLAN
EIN 95-3746188 • Yorba Linda, CA • 15 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$184,301
2011 Contributions
$38,836
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES' RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2010 | 1 | 1 | $184,301 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES' RETIREMENT PLAN | - | 1 | $184,301 | $0 | - |
| 2009 | 1 | 2 | $158,865 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES' RETIREMENT PLAN | - | 2 | $158,865 | $0 | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 2 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 3 | - | - | - |
| 2006 | 1 | 2 | $157,055 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 2 | $157,055 | - | - |
| 2005 | 1 | 2 | $141,081 | $0 | - |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 2 | $141,081 | - | - |
| 2004 | 1 | 2 | $140,256 | $38,836 | $19,418iApproximate average salary by contribution assumption: employee only about $485,450 at 4% or $323,633 at 6%; with 50% employer match about $323,633 at 4% or $215,756 at 6%; with 100% employer match about $242,725 at 4% or $161,817 at 6%. |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 2 | $140,256 | $38,836 | $19,418iApproximate average salary by contribution assumption: employee only about $485,450 at 4% or $323,633 at 6%; with 50% employer match about $323,633 at 4% or $215,756 at 6%; with 100% employer match about $242,725 at 4% or $161,817 at 6%. |
| 2003 | 1 | 2 | $98,514 | $38,609 | $19,305iApproximate average salary by contribution assumption: employee only about $482,613 at 4% or $321,742 at 6%; with 50% employer match about $321,742 at 4% or $214,494 at 6%; with 100% employer match about $241,306 at 4% or $160,871 at 6%. |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 2 | $98,514 | $38,609 | $19,305iApproximate average salary by contribution assumption: employee only about $482,613 at 4% or $321,742 at 6%; with 50% employer match about $321,742 at 4% or $214,494 at 6%; with 100% employer match about $241,306 at 4% or $160,871 at 6%. |
| 2002 | 2 | 2 | $0 | $0 | - |
| Mark Balan & Associates Profit Sharing Plan | - | 0 | - | - | - |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 2 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Mark Balan & Associates Profit Sharing Plan | - | 3 | - | - | - |
| MARK BALAN & ASSOCIATES EMPLOYEES RETIREMENT PLAN | - | 3 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Mark Balan & Associates Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $268,871 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Mark Balan & Associates Profit Sharing Plan | - | 2 | $268,871 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |