Civic Intelligence

Beals Associates Inc.

Plan context: Beals Associates Inc. Profit Sharing Plan

EIN 04-3080871 • Boston, MA • 27 filings • 5 plans

2 Park Plaza, Suite 200Boston, MA 02116
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$1,165,687

2025 Contributions

$242,937

Historical Graphs

Total Assets Over Time

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

$1,165,687$582,844$0199920142025YearValue
$1,165,687Latest year 2025

Participants Over Time

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

20100199920122025YearValue
17Latest year 2025

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
2025117$1,165,687$242,937$14,290iApproximate average salary by contribution assumption: employee only about $357,260 at 4% or $238,174 at 6%; with 50% employer match about $238,174 at 4% or $158,782 at 6%; with 100% employer match about $178,630 at 4% or $119,087 at 6%.
Beals Associates Inc. Profit Sharing Plan-17$1,165,687$242,937$14,290iApproximate average salary by contribution assumption: employee only about $357,260 at 4% or $238,174 at 6%; with 50% employer match about $238,174 at 4% or $158,782 at 6%; with 100% employer match about $178,630 at 4% or $119,087 at 6%.
2024120$1,007,905$282,874$14,144iApproximate average salary by contribution assumption: employee only about $353,593 at 4% or $235,728 at 6%; with 50% employer match about $235,728 at 4% or $157,152 at 6%; with 100% employer match about $176,796 at 4% or $117,864 at 6%.
Beals Associates Inc. Profit Sharing Plan-20$1,007,905$282,874$14,144iApproximate average salary by contribution assumption: employee only about $353,593 at 4% or $235,728 at 6%; with 50% employer match about $235,728 at 4% or $157,152 at 6%; with 100% employer match about $176,796 at 4% or $117,864 at 6%.
2023117$953,341$279,771$16,457iApproximate average salary by contribution assumption: employee only about $411,428 at 4% or $274,285 at 6%; with 50% employer match about $274,285 at 4% or $182,857 at 6%; with 100% employer match about $205,714 at 4% or $137,143 at 6%.
Beals Associates Inc. Profit Sharing Plan-17$953,341$279,771$16,457iApproximate average salary by contribution assumption: employee only about $411,428 at 4% or $274,285 at 6%; with 50% employer match about $274,285 at 4% or $182,857 at 6%; with 100% employer match about $205,714 at 4% or $137,143 at 6%.
2022114$1,094,355$219,709$15,694iApproximate average salary by contribution assumption: employee only about $392,338 at 4% or $261,558 at 6%; with 50% employer match about $261,558 at 4% or $174,372 at 6%; with 100% employer match about $196,169 at 4% or $130,779 at 6%.
Beals Associates Inc. Profit Sharing Plan-14$1,094,355$219,709$15,694iApproximate average salary by contribution assumption: employee only about $392,338 at 4% or $261,558 at 6%; with 50% employer match about $261,558 at 4% or $174,372 at 6%; with 100% employer match about $196,169 at 4% or $130,779 at 6%.
2021114$1,129,092$236,895$16,921iApproximate average salary by contribution assumption: employee only about $423,027 at 4% or $282,018 at 6%; with 50% employer match about $282,018 at 4% or $188,012 at 6%; with 100% employer match about $211,513 at 4% or $141,009 at 6%.
Beals Associates Inc. Profit Sharing Plan-14$1,129,092$236,895$16,921iApproximate average salary by contribution assumption: employee only about $423,027 at 4% or $282,018 at 6%; with 50% employer match about $282,018 at 4% or $188,012 at 6%; with 100% employer match about $211,513 at 4% or $141,009 at 6%.
2020113$1,153,924$127,036$9,772iApproximate average salary by contribution assumption: employee only about $244,300 at 4% or $162,867 at 6%; with 50% employer match about $162,867 at 4% or $108,578 at 6%; with 100% employer match about $122,150 at 4% or $81,433 at 6%.
Beals Associates Inc. Profit Sharing Plan-13$1,153,924$127,036$9,772iApproximate average salary by contribution assumption: employee only about $244,300 at 4% or $162,867 at 6%; with 50% employer match about $162,867 at 4% or $108,578 at 6%; with 100% employer match about $122,150 at 4% or $81,433 at 6%.
2019112$988,102$75,288$6,274iApproximate average salary by contribution assumption: employee only about $156,850 at 4% or $104,567 at 6%; with 50% employer match about $104,567 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%.
Beals Associates Inc. Profit Sharing Plan-12$988,102$75,288$6,274iApproximate average salary by contribution assumption: employee only about $156,850 at 4% or $104,567 at 6%; with 50% employer match about $104,567 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%.
2018113$758,465$88,151$6,781iApproximate average salary by contribution assumption: employee only about $169,521 at 4% or $113,014 at 6%; with 50% employer match about $113,014 at 4% or $75,343 at 6%; with 100% employer match about $84,761 at 4% or $56,507 at 6%.
Beals Associates Inc. Profit Sharing Plan-13$758,465$88,151$6,781iApproximate average salary by contribution assumption: employee only about $169,521 at 4% or $113,014 at 6%; with 50% employer match about $113,014 at 4% or $75,343 at 6%; with 100% employer match about $84,761 at 4% or $56,507 at 6%.
2017113$838,951$74,658$5,743iApproximate average salary by contribution assumption: employee only about $143,573 at 4% or $95,715 at 6%; with 50% employer match about $95,715 at 4% or $63,810 at 6%; with 100% employer match about $71,787 at 4% or $47,858 at 6%.
Beals Associates Inc. Profit Sharing Plan-13$838,951$74,658$5,743iApproximate average salary by contribution assumption: employee only about $143,573 at 4% or $95,715 at 6%; with 50% employer match about $95,715 at 4% or $63,810 at 6%; with 100% employer match about $71,787 at 4% or $47,858 at 6%.
2016112$659,675$132,188$11,016iApproximate average salary by contribution assumption: employee only about $275,392 at 4% or $183,594 at 6%; with 50% employer match about $183,594 at 4% or $122,396 at 6%; with 100% employer match about $137,696 at 4% or $91,797 at 6%.
Beals Associates Inc. Profit Sharing Plan-12$659,675$132,188$11,016iApproximate average salary by contribution assumption: employee only about $275,392 at 4% or $183,594 at 6%; with 50% employer match about $183,594 at 4% or $122,396 at 6%; with 100% employer match about $137,696 at 4% or $91,797 at 6%.
2015113$514,665$57,729$4,441iApproximate average salary by contribution assumption: employee only about $111,017 at 4% or $74,012 at 6%; with 50% employer match about $74,012 at 4% or $49,341 at 6%; with 100% employer match about $55,509 at 4% or $37,006 at 6%.
Beals Associates Inc. Profit Sharing Plan-13$514,665$57,729$4,441iApproximate average salary by contribution assumption: employee only about $111,017 at 4% or $74,012 at 6%; with 50% employer match about $74,012 at 4% or $49,341 at 6%; with 100% employer match about $55,509 at 4% or $37,006 at 6%.
2014110$504,233$33,227$3,323iApproximate average salary by contribution assumption: employee only about $83,068 at 4% or $55,378 at 6%; with 50% employer match about $55,378 at 4% or $36,919 at 6%; with 100% employer match about $41,534 at 4% or $27,689 at 6%.
Beals Associates Inc. Profit Sharing Plan-10$504,233$33,227$3,323iApproximate average salary by contribution assumption: employee only about $83,068 at 4% or $55,378 at 6%; with 50% employer match about $55,378 at 4% or $36,919 at 6%; with 100% employer match about $41,534 at 4% or $27,689 at 6%.
201319$444,063$27,055$3,006iApproximate average salary by contribution assumption: employee only about $75,153 at 4% or $50,102 at 6%; with 50% employer match about $50,102 at 4% or $33,401 at 6%; with 100% employer match about $37,576 at 4% or $25,051 at 6%.
Beals Associates Inc. Profit Sharing Plan-9$444,063$27,055$3,006iApproximate average salary by contribution assumption: employee only about $75,153 at 4% or $50,102 at 6%; with 50% employer match about $50,102 at 4% or $33,401 at 6%; with 100% employer match about $37,576 at 4% or $25,051 at 6%.
2012110$397,131$0-
Beals Associates Inc. Profit Sharing Plan-10$397,131$0-
2011111$348,352$0-
Beals Associates Inc. Profit Sharing Plan-11$348,352$0-
2010112$369,651$0-
Beals Associates Inc. Profit Sharing Plan-12$369,651$0-
2009115$364,201$0-
Beals Associates Inc. Profit Sharing Plan-15$364,201--
2008110$0$0-
Beals Associates Inc. Profit Sharing Plan-10---
2007110$404,041$0-
Beals Associates Inc. Profit Sharing Plan-10$404,041--
2006113$409,371$0-
Beals Associates Inc. Profit Sharing Plan-13$409,371--
2005114$368,619$0-
Beals Associates Inc. Profit Sharing Plan-14$368,619--
2004114$381,897$82,169$5,869iApproximate average salary by contribution assumption: employee only about $146,730 at 4% or $97,820 at 6%; with 50% employer match about $97,820 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
Beals Associates Inc. Profit Sharing Plan-14$381,897$82,169$5,869iApproximate average salary by contribution assumption: employee only about $146,730 at 4% or $97,820 at 6%; with 50% employer match about $97,820 at 4% or $65,213 at 6%; with 100% employer match about $73,365 at 4% or $48,910 at 6%.
2003113$279,769$77,682$5,976iApproximate average salary by contribution assumption: employee only about $149,388 at 4% or $99,592 at 6%; with 50% employer match about $99,592 at 4% or $66,395 at 6%; with 100% employer match about $74,694 at 4% or $49,796 at 6%.
Beals Associates Inc. Profit Sharing Plan-13$279,769$77,682$5,976iApproximate average salary by contribution assumption: employee only about $149,388 at 4% or $99,592 at 6%; with 50% employer match about $99,592 at 4% or $66,395 at 6%; with 100% employer match about $74,694 at 4% or $49,796 at 6%.
2002110$0$0-
Beals Associates Inc. Profit Sharing Plan-10---
2001110$0$0-
Beals Associates Inc. Profit Sharing Plan-10---
200016$0$0-
Beals Associates Inc. Profit Sharing Plan-6---
199915$43,568$43,568$8,714iApproximate average salary by contribution assumption: employee only about $217,840 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,613 at 6%.
Beals Associates Inc. Profit Sharing Plan-5$43,568$43,568$8,714iApproximate average salary by contribution assumption: employee only about $217,840 at 4% or $145,227 at 6%; with 50% employer match about $145,227 at 4% or $96,818 at 6%; with 100% employer match about $108,920 at 4% or $72,613 at 6%.