Civic Intelligence

Beck, Ross, Bismonte & Finley LL

Plan context: Beck Ross 401K Plan

EIN 01-0870592 • San Jose, CA • 11 filings • 4 plans

101 Metro Drive Ste 660San Jose, CA 95110
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$895,966

2019 Contributions

$57,799

Historical Graphs

Total Assets Over Time

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

$895,966$447,983$0200920142019YearValue
$895,966Latest year 2019

Participants Over Time

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

1580200920142019YearValue
9Latest year 2019

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
201919$895,966$57,799$6,422iApproximate average salary by contribution assumption: employee only about $160,553 at 4% or $107,035 at 6%; with 50% employer match about $107,035 at 4% or $71,357 at 6%; with 100% employer match about $80,276 at 4% or $53,518 at 6%.
Beck Ross 401K Plan-9$895,966$57,799$6,422iApproximate average salary by contribution assumption: employee only about $160,553 at 4% or $107,035 at 6%; with 50% employer match about $107,035 at 4% or $71,357 at 6%; with 100% employer match about $80,276 at 4% or $53,518 at 6%.
201819$681,409$47,745$5,305iApproximate average salary by contribution assumption: employee only about $132,625 at 4% or $88,417 at 6%; with 50% employer match about $88,417 at 4% or $58,944 at 6%; with 100% employer match about $66,313 at 4% or $44,208 at 6%.
Beck Ross 401K Plan-9$681,409$47,745$5,305iApproximate average salary by contribution assumption: employee only about $132,625 at 4% or $88,417 at 6%; with 50% employer match about $88,417 at 4% or $58,944 at 6%; with 100% employer match about $66,313 at 4% or $44,208 at 6%.
201719$746,738$41,785$4,643iApproximate average salary by contribution assumption: employee only about $116,069 at 4% or $77,380 at 6%; with 50% employer match about $77,380 at 4% or $51,586 at 6%; with 100% employer match about $58,035 at 4% or $38,690 at 6%.
Beck Ross 401K Plan-9$746,738$41,785$4,643iApproximate average salary by contribution assumption: employee only about $116,069 at 4% or $77,380 at 6%; with 50% employer match about $77,380 at 4% or $51,586 at 6%; with 100% employer match about $58,035 at 4% or $38,690 at 6%.
201619$613,607$42,175$4,686iApproximate average salary by contribution assumption: employee only about $117,153 at 4% or $78,102 at 6%; with 50% employer match about $78,102 at 4% or $52,068 at 6%; with 100% employer match about $58,576 at 4% or $39,051 at 6%.
Beck Ross 401K Plan-9$613,607$42,175$4,686iApproximate average salary by contribution assumption: employee only about $117,153 at 4% or $78,102 at 6%; with 50% employer match about $78,102 at 4% or $52,068 at 6%; with 100% employer match about $58,576 at 4% or $39,051 at 6%.
2015111$525,033$41,793$3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%.
Beck Ross 401K Plan-11$525,033$41,793$3,799iApproximate average salary by contribution assumption: employee only about $94,984 at 4% or $63,323 at 6%; with 50% employer match about $63,323 at 4% or $42,215 at 6%; with 100% employer match about $47,492 at 4% or $31,661 at 6%.
2014112$523,177$41,642$3,470iApproximate average salary by contribution assumption: employee only about $86,754 at 4% or $57,836 at 6%; with 50% employer match about $57,836 at 4% or $38,557 at 6%; with 100% employer match about $43,377 at 4% or $28,918 at 6%.
Beck Ross 401K Plan-12$523,177$41,642$3,470iApproximate average salary by contribution assumption: employee only about $86,754 at 4% or $57,836 at 6%; with 50% employer match about $57,836 at 4% or $38,557 at 6%; with 100% employer match about $43,377 at 4% or $28,918 at 6%.
2013111$493,927$77,938$7,085iApproximate average salary by contribution assumption: employee only about $177,132 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%.
Beck Ross 401K Plan-11$493,927$77,938$7,085iApproximate average salary by contribution assumption: employee only about $177,132 at 4% or $118,088 at 6%; with 50% employer match about $118,088 at 4% or $78,725 at 6%; with 100% employer match about $88,566 at 4% or $59,044 at 6%.
2012114$427,066$74,836$5,345iApproximate average salary by contribution assumption: employee only about $133,636 at 4% or $89,090 at 6%; with 50% employer match about $89,090 at 4% or $59,394 at 6%; with 100% employer match about $66,818 at 4% or $44,545 at 6%.
Beck Ross 401K Plan-14$427,066$74,836$5,345iApproximate average salary by contribution assumption: employee only about $133,636 at 4% or $89,090 at 6%; with 50% employer match about $89,090 at 4% or $59,394 at 6%; with 100% employer match about $66,818 at 4% or $44,545 at 6%.
2011115$322,823$113,334$7,556iApproximate average salary by contribution assumption: employee only about $188,890 at 4% or $125,927 at 6%; with 50% employer match about $125,927 at 4% or $83,951 at 6%; with 100% employer match about $94,445 at 4% or $62,963 at 6%.
Beck Ross 401K Plan-15$322,823$113,334$7,556iApproximate average salary by contribution assumption: employee only about $188,890 at 4% or $125,927 at 6%; with 50% employer match about $125,927 at 4% or $83,951 at 6%; with 100% employer match about $94,445 at 4% or $62,963 at 6%.
2010115$221,074$80,415$5,361iApproximate average salary by contribution assumption: employee only about $134,025 at 4% or $89,350 at 6%; with 50% employer match about $89,350 at 4% or $59,567 at 6%; with 100% employer match about $67,013 at 4% or $44,675 at 6%.
Beck Ross 401K Plan-15$221,074$80,415$5,361iApproximate average salary by contribution assumption: employee only about $134,025 at 4% or $89,350 at 6%; with 50% employer match about $89,350 at 4% or $59,567 at 6%; with 100% employer match about $67,013 at 4% or $44,675 at 6%.
2009111$126,673$26,042$2,367iApproximate average salary by contribution assumption: employee only about $59,186 at 4% or $39,458 at 6%; with 50% employer match about $39,458 at 4% or $26,305 at 6%; with 100% employer match about $29,593 at 4% or $19,729 at 6%.
Beck Ross 401K Plan-11$126,673$26,042$2,367iApproximate average salary by contribution assumption: employee only about $59,186 at 4% or $39,458 at 6%; with 50% employer match about $39,458 at 4% or $26,305 at 6%; with 100% employer match about $29,593 at 4% or $19,729 at 6%.