Civic Intelligence

Beals and Thomas Inc.

Plan context: Beals and Thomas Inc. 401(K) Plan

EIN 04-2828566 • Southborough, MA • 30 filings • 4 plans

144 Turnpike RoadSouthborough, MA 01772
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$8,922,716

2024 Contributions

$560,348

Historical Graphs

Total Assets Over Time

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

$8,922,716$4,461,358$0199920122024YearValue
$8,922,716Latest year 2024

Participants Over Time

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

81410199920122024YearValue
50Latest 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
2024150$8,922,716$560,348$11,207iApproximate average salary by contribution assumption: employee only about $280,174 at 4% or $186,783 at 6%; with 50% employer match about $186,783 at 4% or $124,522 at 6%; with 100% employer match about $140,087 at 4% or $93,391 at 6%.
Beals and Thomas Inc. 401(K) Plan-50$8,922,716$560,348$11,207iApproximate average salary by contribution assumption: employee only about $280,174 at 4% or $186,783 at 6%; with 50% employer match about $186,783 at 4% or $124,522 at 6%; with 100% employer match about $140,087 at 4% or $93,391 at 6%.
2023154$7,739,456$554,404$10,267iApproximate average salary by contribution assumption: employee only about $256,669 at 4% or $171,112 at 6%; with 50% employer match about $171,112 at 4% or $114,075 at 6%; with 100% employer match about $128,334 at 4% or $85,556 at 6%.
Beals and Thomas Inc. 401(K) Plan-54$7,739,456$554,404$10,267iApproximate average salary by contribution assumption: employee only about $256,669 at 4% or $171,112 at 6%; with 50% employer match about $171,112 at 4% or $114,075 at 6%; with 100% employer match about $128,334 at 4% or $85,556 at 6%.
2022152$6,197,548$517,423$9,950iApproximate average salary by contribution assumption: employee only about $248,761 at 4% or $165,841 at 6%; with 50% employer match about $165,841 at 4% or $110,560 at 6%; with 100% employer match about $124,381 at 4% or $82,920 at 6%.
Beals and Thomas Inc. 401(K) Plan-52$6,197,548$517,423$9,950iApproximate average salary by contribution assumption: employee only about $248,761 at 4% or $165,841 at 6%; with 50% employer match about $165,841 at 4% or $110,560 at 6%; with 100% employer match about $124,381 at 4% or $82,920 at 6%.
2021154$8,015,390$454,107$8,409iApproximate average salary by contribution assumption: employee only about $210,235 at 4% or $140,156 at 6%; with 50% employer match about $140,156 at 4% or $93,438 at 6%; with 100% employer match about $105,117 at 4% or $70,078 at 6%.
Beals and Thomas Inc. 401(K) Plan-54$8,015,390$454,107$8,409iApproximate average salary by contribution assumption: employee only about $210,235 at 4% or $140,156 at 6%; with 50% employer match about $140,156 at 4% or $93,438 at 6%; with 100% employer match about $105,117 at 4% or $70,078 at 6%.
2020155$6,601,296$449,688$8,176iApproximate average salary by contribution assumption: employee only about $204,404 at 4% or $136,269 at 6%; with 50% employer match about $136,269 at 4% or $90,846 at 6%; with 100% employer match about $102,202 at 4% or $68,135 at 6%.
Beals and Thomas Inc. 401(K) Plan-55$6,601,296$449,688$8,176iApproximate average salary by contribution assumption: employee only about $204,404 at 4% or $136,269 at 6%; with 50% employer match about $136,269 at 4% or $90,846 at 6%; with 100% employer match about $102,202 at 4% or $68,135 at 6%.
2019154$6,351,822$518,115$9,595iApproximate average salary by contribution assumption: employee only about $239,868 at 4% or $159,912 at 6%; with 50% employer match about $159,912 at 4% or $106,608 at 6%; with 100% employer match about $119,934 at 4% or $79,956 at 6%.
Beals and Thomas Inc. 401(K) Plan-54$6,351,822$518,115$9,595iApproximate average salary by contribution assumption: employee only about $239,868 at 4% or $159,912 at 6%; with 50% employer match about $159,912 at 4% or $106,608 at 6%; with 100% employer match about $119,934 at 4% or $79,956 at 6%.
2018162$5,142,388$526,194$8,487iApproximate average salary by contribution assumption: employee only about $212,175 at 4% or $141,450 at 6%; with 50% employer match about $141,450 at 4% or $94,300 at 6%; with 100% employer match about $106,088 at 4% or $70,725 at 6%.
Beals and Thomas Inc. 401(K) Plan-62$5,142,388$526,194$8,487iApproximate average salary by contribution assumption: employee only about $212,175 at 4% or $141,450 at 6%; with 50% employer match about $141,450 at 4% or $94,300 at 6%; with 100% employer match about $106,088 at 4% or $70,725 at 6%.
2017165$6,129,614$457,055$7,032iApproximate average salary by contribution assumption: employee only about $175,790 at 4% or $117,194 at 6%; with 50% employer match about $117,194 at 4% or $78,129 at 6%; with 100% employer match about $87,895 at 4% or $58,597 at 6%.
Beals and Thomas Inc. 401(K) Plan-65$6,129,614$457,055$7,032iApproximate average salary by contribution assumption: employee only about $175,790 at 4% or $117,194 at 6%; with 50% employer match about $117,194 at 4% or $78,129 at 6%; with 100% employer match about $87,895 at 4% or $58,597 at 6%.
2016157$5,036,705$417,058$7,317iApproximate average salary by contribution assumption: employee only about $182,920 at 4% or $121,947 at 6%; with 50% employer match about $121,947 at 4% or $81,298 at 6%; with 100% employer match about $91,460 at 4% or $60,973 at 6%.
Beals and Thomas Inc. 401(K) Plan-57$5,036,705$417,058$7,317iApproximate average salary by contribution assumption: employee only about $182,920 at 4% or $121,947 at 6%; with 50% employer match about $121,947 at 4% or $81,298 at 6%; with 100% employer match about $91,460 at 4% or $60,973 at 6%.
2015147$4,441,953$273,133$5,811iApproximate average salary by contribution assumption: employee only about $145,284 at 4% or $96,856 at 6%; with 50% employer match about $96,856 at 4% or $64,570 at 6%; with 100% employer match about $72,642 at 4% or $48,428 at 6%.
Beals and Thomas Inc. 401(K) Plan-47$4,441,953$273,133$5,811iApproximate average salary by contribution assumption: employee only about $145,284 at 4% or $96,856 at 6%; with 50% employer match about $96,856 at 4% or $64,570 at 6%; with 100% employer match about $72,642 at 4% or $48,428 at 6%.
2014148$4,423,328$346,837$7,226iApproximate average salary by contribution assumption: employee only about $180,644 at 4% or $120,430 at 6%; with 50% employer match about $120,430 at 4% or $80,286 at 6%; with 100% employer match about $90,322 at 4% or $60,215 at 6%.
Beals and Thomas Inc. 401(K) Plan-48$4,423,328$346,837$7,226iApproximate average salary by contribution assumption: employee only about $180,644 at 4% or $120,430 at 6%; with 50% employer match about $120,430 at 4% or $80,286 at 6%; with 100% employer match about $90,322 at 4% or $60,215 at 6%.
2013148$4,292,827$239,911$4,998iApproximate average salary by contribution assumption: employee only about $124,954 at 4% or $83,302 at 6%; with 50% employer match about $83,302 at 4% or $55,535 at 6%; with 100% employer match about $62,477 at 4% or $41,651 at 6%.
Beals and Thomas Inc. 401(K) Plan-48$4,292,827$239,911$4,998iApproximate average salary by contribution assumption: employee only about $124,954 at 4% or $83,302 at 6%; with 50% employer match about $83,302 at 4% or $55,535 at 6%; with 100% employer match about $62,477 at 4% or $41,651 at 6%.
2012157$3,681,520$198,600$3,484iApproximate average salary by contribution assumption: employee only about $87,105 at 4% or $58,070 at 6%; with 50% employer match about $58,070 at 4% or $38,713 at 6%; with 100% employer match about $43,553 at 4% or $29,035 at 6%.
Beals and Thomas Inc. 401(K) Plan-57$3,681,520$198,600$3,484iApproximate average salary by contribution assumption: employee only about $87,105 at 4% or $58,070 at 6%; with 50% employer match about $58,070 at 4% or $38,713 at 6%; with 100% employer match about $43,553 at 4% or $29,035 at 6%.
2011131$3,237,750$160,108$5,165iApproximate average salary by contribution assumption: employee only about $129,119 at 4% or $86,080 at 6%; with 50% employer match about $86,080 at 4% or $57,386 at 6%; with 100% employer match about $64,560 at 4% or $43,040 at 6%.
Beals and Thomas Inc. 401(K) Plan-31$3,237,750$160,108$5,165iApproximate average salary by contribution assumption: employee only about $129,119 at 4% or $86,080 at 6%; with 50% employer match about $86,080 at 4% or $57,386 at 6%; with 100% employer match about $64,560 at 4% or $43,040 at 6%.
2010128$3,837,099$167,421$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%.
Beals and Thomas Inc. 401(K) Plan-28$3,837,099$167,421$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,655 at 6%; with 50% employer match about $99,655 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%.
2009131$3,422,439$160,662$5,183iApproximate average salary by contribution assumption: employee only about $129,566 at 4% or $86,377 at 6%; with 50% employer match about $86,377 at 4% or $57,585 at 6%; with 100% employer match about $64,783 at 4% or $43,189 at 6%.
Beals and Thomas Inc. 401(K) Plan-31$3,422,439$160,662$5,183iApproximate average salary by contribution assumption: employee only about $129,566 at 4% or $86,377 at 6%; with 50% employer match about $86,377 at 4% or $57,585 at 6%; with 100% employer match about $64,783 at 4% or $43,189 at 6%.
2008140$2,660,530$282,355$7,059iApproximate average salary by contribution assumption: employee only about $176,472 at 4% or $117,648 at 6%; with 50% employer match about $117,648 at 4% or $78,432 at 6%; with 100% employer match about $88,236 at 4% or $58,824 at 6%.
Beals and Thomas Inc. 401(K) Plan-40$2,660,530$282,355$7,059iApproximate average salary by contribution assumption: employee only about $176,472 at 4% or $117,648 at 6%; with 50% employer match about $117,648 at 4% or $78,432 at 6%; with 100% employer match about $88,236 at 4% or $58,824 at 6%.
2007154$4,041,356$356,530$6,602iApproximate average salary by contribution assumption: employee only about $165,060 at 4% or $110,040 at 6%; with 50% employer match about $110,040 at 4% or $73,360 at 6%; with 100% employer match about $82,530 at 4% or $55,020 at 6%.
Beals and Thomas Inc. 401(K) Plan-54$4,041,356$356,530$6,602iApproximate average salary by contribution assumption: employee only about $165,060 at 4% or $110,040 at 6%; with 50% employer match about $110,040 at 4% or $73,360 at 6%; with 100% employer match about $82,530 at 4% or $55,020 at 6%.
2006150$3,592,052$216,855$4,337iApproximate average salary by contribution assumption: employee only about $108,428 at 4% or $72,285 at 6%; with 50% employer match about $72,285 at 4% or $48,190 at 6%; with 100% employer match about $54,214 at 4% or $36,143 at 6%.
Beals and Thomas Inc. 401(K) Plan-50$3,592,052$216,855$4,337iApproximate average salary by contribution assumption: employee only about $108,428 at 4% or $72,285 at 6%; with 50% employer match about $72,285 at 4% or $48,190 at 6%; with 100% employer match about $54,214 at 4% or $36,143 at 6%.
2005137$3,435,699$203,426$5,498iApproximate average salary by contribution assumption: employee only about $137,450 at 4% or $91,633 at 6%; with 50% employer match about $91,633 at 4% or $61,089 at 6%; with 100% employer match about $68,725 at 4% or $45,817 at 6%.
Beals and Thomas Inc. 401(K) Plan-37$3,435,699$203,426$5,498iApproximate average salary by contribution assumption: employee only about $137,450 at 4% or $91,633 at 6%; with 50% employer match about $91,633 at 4% or $61,089 at 6%; with 100% employer match about $68,725 at 4% or $45,817 at 6%.
2004138$3,266,262$209,781$5,521iApproximate average salary by contribution assumption: employee only about $138,014 at 4% or $92,009 at 6%; with 50% employer match about $92,009 at 4% or $61,339 at 6%; with 100% employer match about $69,007 at 4% or $46,005 at 6%.
Beals and Thomas Inc. 401(K) Plan-38$3,266,262$209,781$5,521iApproximate average salary by contribution assumption: employee only about $138,014 at 4% or $92,009 at 6%; with 50% employer match about $92,009 at 4% or $61,339 at 6%; with 100% employer match about $69,007 at 4% or $46,005 at 6%.
2003151$2,838,183$203,746$3,995iApproximate average salary by contribution assumption: employee only about $99,875 at 4% or $66,584 at 6%; with 50% employer match about $66,584 at 4% or $44,389 at 6%; with 100% employer match about $49,938 at 4% or $33,292 at 6%.
Beals and Thomas Inc. 401(K) Plan-51$2,838,183$203,746$3,995iApproximate average salary by contribution assumption: employee only about $99,875 at 4% or $66,584 at 6%; with 50% employer match about $66,584 at 4% or $44,389 at 6%; with 100% employer match about $49,938 at 4% or $33,292 at 6%.
2002242$2,172,893$197,589$4,705iApproximate average salary by contribution assumption: employee only about $117,613 at 4% or $78,408 at 6%; with 50% employer match about $78,408 at 4% or $52,272 at 6%; with 100% employer match about $58,806 at 4% or $39,204 at 6%.
Beals and Thomas Inc. 401(K) Plan-42$2,172,893$197,589$4,705iApproximate average salary by contribution assumption: employee only about $117,613 at 4% or $78,408 at 6%; with 50% employer match about $78,408 at 4% or $52,272 at 6%; with 100% employer match about $58,806 at 4% or $39,204 at 6%.
Beals and Thomas Inc. Profit Sharing Plan-0---
2001265$2,548,139$452,032$6,954iApproximate average salary by contribution assumption: employee only about $173,858 at 4% or $115,906 at 6%; with 50% employer match about $115,906 at 4% or $77,270 at 6%; with 100% employer match about $86,929 at 4% or $57,953 at 6%.
Beals and Thomas Inc. 401(K) Plan-65$1,783,776$451,960$6,953iApproximate average salary by contribution assumption: employee only about $173,831 at 4% or $115,887 at 6%; with 50% employer match about $115,887 at 4% or $77,258 at 6%; with 100% employer match about $86,915 at 4% or $57,944 at 6%.
Beals and Thomas Inc. Profit Sharing Plan-64$764,363$72$1iApproximate average salary by contribution assumption: employee only about $28 at 4% or $19 at 6%; with 50% employer match about $19 at 4% or $13 at 6%; with 100% employer match about $14 at 4% or $9 at 6%.
2000281$2,392,446$272,812$3,368iApproximate average salary by contribution assumption: employee only about $84,201 at 4% or $56,134 at 6%; with 50% employer match about $56,134 at 4% or $37,423 at 6%; with 100% employer match about $42,101 at 4% or $28,067 at 6%.
Beals and Thomas Inc. 401(K) Plan-81$1,592,333$272,812$3,368iApproximate average salary by contribution assumption: employee only about $84,201 at 4% or $56,134 at 6%; with 50% employer match about $56,134 at 4% or $37,423 at 6%; with 100% employer match about $42,101 at 4% or $28,067 at 6%.
Beals and Thomas Inc. Profit Sharing Plan-66$800,113--
1999266$2,333,650$273,512$4,144iApproximate average salary by contribution assumption: employee only about $103,603 at 4% or $69,069 at 6%; with 50% employer match about $69,069 at 4% or $46,046 at 6%; with 100% employer match about $51,802 at 4% or $34,534 at 6%.
Beals and Thomas Inc. 401(K) Plan-66$1,547,316$213,512$3,235iApproximate average salary by contribution assumption: employee only about $80,876 at 4% or $53,917 at 6%; with 50% employer match about $53,917 at 4% or $35,945 at 6%; with 100% employer match about $40,438 at 4% or $26,959 at 6%.
Beals and Thomas Inc. Profit Sharing Plan-64$786,334$60,000$938iApproximate average salary by contribution assumption: employee only about $23,438 at 4% or $15,625 at 6%; with 50% employer match about $15,625 at 4% or $10,417 at 6%; with 100% employer match about $11,719 at 4% or $7,813 at 6%.