Beacon Asset Management LLC
Plan context: Beacon Asset Management LLC Target Benefit Plan
EIN 04-3421224 • 7 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
6
2003 Assets
$94,060
2003 Contributions
$104,652
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 |
|---|---|---|---|---|---|
| 2003 | 2 | 0 | $0 | $0 | - |
| Beacon Asset Management LLC Target Benefit Plan | - | 0 | - | - | - |
| Beacon Asset Management LLC 401K Plan | - | 0 | - | - | - |
| 2002 | 2 | 6 | $94,060 | $0 | - |
| Beacon Asset Management LLC Target Benefit Plan | - | 6 | $94,060 | - | - |
| Beacon Asset Management LLC 401K Plan | - | 6 | - | - | - |
| 2001 | 2 | 6 | $247,017 | $104,652 | $17,442iApproximate average salary by contribution assumption: employee only about $436,050 at 4% or $290,700 at 6%; with 50% employer match about $290,700 at 4% or $193,800 at 6%; with 100% employer match about $218,025 at 4% or $145,350 at 6%. |
| Beacon Asset Management LLC 401K Plan | - | 6 | $143,182 | $68,400 | $11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%. |
| Beacon Asset Management LLC Target Benefit Plan | - | 6 | $103,835 | $36,252 | $6,042iApproximate average salary by contribution assumption: employee only about $151,050 at 4% or $100,700 at 6%; with 50% employer match about $100,700 at 4% or $67,133 at 6%; with 100% employer match about $75,525 at 4% or $50,350 at 6%. |
| 1999 | 1 | 6 | $63,213 | $56,150 | $9,358iApproximate average salary by contribution assumption: employee only about $233,958 at 4% or $155,972 at 6%; with 50% employer match about $155,972 at 4% or $103,981 at 6%; with 100% employer match about $116,979 at 4% or $77,986 at 6%. |
| Beacon Asset Management LLC 401K Plan | - | 6 | $63,213 | $56,150 | $9,358iApproximate average salary by contribution assumption: employee only about $233,958 at 4% or $155,972 at 6%; with 50% employer match about $155,972 at 4% or $103,981 at 6%; with 100% employer match about $116,979 at 4% or $77,986 at 6%. |