Civic Intelligence

Beacon Fiduciary Advisors Inc.

Plan context: Beacon Fiduciary Advisors Inc. 401K Profit Sharing Plan and Trust

EIN 04-3103292 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

13

2002 Assets

$1,719,309

2002 Contributions

$96,360

Historical Graphs

Total Assets Over Time

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

$1,719,309$859,655$0199920002001YearValue
$1,719,309Latest year 2001

Participants Over Time

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

1370199920002001YearValue
13Latest year 2001

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
200210$0$96,360-
Beacon Fiduciary Advisors Inc. 401K Profit Sharing Plan and Trust-0-$96,360-
2001113$1,719,309$227,931$17,533iApproximate average salary by contribution assumption: employee only about $438,329 at 4% or $292,219 at 6%; with 50% employer match about $292,219 at 4% or $194,813 at 6%; with 100% employer match about $219,164 at 4% or $146,110 at 6%.
Beacon Fiduciary Advisors Inc. 401K Profit Sharing Plan and Trust-13$1,719,309$227,931$17,533iApproximate average salary by contribution assumption: employee only about $438,329 at 4% or $292,219 at 6%; with 50% employer match about $292,219 at 4% or $194,813 at 6%; with 100% employer match about $219,164 at 4% or $146,110 at 6%.
200019$1,602,740$188,953$20,995iApproximate average salary by contribution assumption: employee only about $524,869 at 4% or $349,913 at 6%; with 50% employer match about $349,913 at 4% or $233,275 at 6%; with 100% employer match about $262,435 at 4% or $174,956 at 6%.
Beacon Fiduciary Advisors Inc. 401K Profit Sharing Plan and Trust-9$1,602,740$188,953$20,995iApproximate average salary by contribution assumption: employee only about $524,869 at 4% or $349,913 at 6%; with 50% employer match about $349,913 at 4% or $233,275 at 6%; with 100% employer match about $262,435 at 4% or $174,956 at 6%.
1999110$1,342,716$170,135$17,014iApproximate average salary by contribution assumption: employee only about $425,338 at 4% or $283,558 at 6%; with 50% employer match about $283,558 at 4% or $189,039 at 6%; with 100% employer match about $212,669 at 4% or $141,779 at 6%.
Beacon Fiduciary Advisors Inc. 401K Profit Sharing Plan and Trust-10$1,342,716$170,135$17,014iApproximate average salary by contribution assumption: employee only about $425,338 at 4% or $283,558 at 6%; with 50% employer match about $283,558 at 4% or $189,039 at 6%; with 100% employer match about $212,669 at 4% or $141,779 at 6%.