Civic Intelligence

Beacon Wealth Management LLC

Plan context: Beacon Wealth Management LLC Pension Plan

EIN 04-3703482 • Hackensack, NJ • 13 filings • 1 plans

505 Main Street, Suite 214Hackensack, NJ 07601
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$1,727,872

2018 Contributions

$133,436

Historical Graphs

Total Assets Over Time

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

$1,727,872$863,936$0200320092017YearValue
$1,727,872Latest year 2017

Participants Over Time

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

950200320092017YearValue
9Latest year 2017

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
201810$0$0-
Beacon Wealth Management LLC Pension Plan-0$0$0-
201719$1,727,872$133,436$14,826iApproximate average salary by contribution assumption: employee only about $370,656 at 4% or $247,104 at 6%; with 50% employer match about $247,104 at 4% or $164,736 at 6%; with 100% employer match about $185,328 at 4% or $123,552 at 6%.
Beacon Wealth Management LLC Pension Plan-9$1,727,872$133,436$14,826iApproximate average salary by contribution assumption: employee only about $370,656 at 4% or $247,104 at 6%; with 50% employer match about $247,104 at 4% or $164,736 at 6%; with 100% employer match about $185,328 at 4% or $123,552 at 6%.
201616$1,377,690$1,030,178$171,696iApproximate average salary by contribution assumption: employee only about $4,292,408 at 4% or $2,861,606 at 6%; with 50% employer match about $2,861,606 at 4% or $1,907,737 at 6%; with 100% employer match about $2,146,204 at 4% or $1,430,803 at 6%.
Beacon Wealth Management LLC Pension Plan-6$1,377,690$1,030,178$171,696iApproximate average salary by contribution assumption: employee only about $4,292,408 at 4% or $2,861,606 at 6%; with 50% employer match about $2,861,606 at 4% or $1,907,737 at 6%; with 100% employer match about $2,146,204 at 4% or $1,430,803 at 6%.
201515$316,954$72,713$14,543iApproximate average salary by contribution assumption: employee only about $363,565 at 4% or $242,377 at 6%; with 50% employer match about $242,377 at 4% or $161,584 at 6%; with 100% employer match about $181,783 at 4% or $121,188 at 6%.
Beacon Wealth Management LLC Pension Plan-5$316,954$72,713$14,543iApproximate average salary by contribution assumption: employee only about $363,565 at 4% or $242,377 at 6%; with 50% employer match about $242,377 at 4% or $161,584 at 6%; with 100% employer match about $181,783 at 4% or $121,188 at 6%.
201416$252,749$70,665$11,778iApproximate average salary by contribution assumption: employee only about $294,438 at 4% or $196,292 at 6%; with 50% employer match about $196,292 at 4% or $130,861 at 6%; with 100% employer match about $147,219 at 4% or $98,146 at 6%.
Beacon Wealth Management LLC Pension Plan-6$252,749$70,665$11,778iApproximate average salary by contribution assumption: employee only about $294,438 at 4% or $196,292 at 6%; with 50% employer match about $196,292 at 4% or $130,861 at 6%; with 100% employer match about $147,219 at 4% or $98,146 at 6%.
201317$176,156$63,934$9,133iApproximate average salary by contribution assumption: employee only about $228,336 at 4% or $152,224 at 6%; with 50% employer match about $152,224 at 4% or $101,483 at 6%; with 100% employer match about $114,168 at 4% or $76,112 at 6%.
Beacon Wealth Management LLC Pension Plan-7$176,156$63,934$9,133iApproximate average salary by contribution assumption: employee only about $228,336 at 4% or $152,224 at 6%; with 50% employer match about $152,224 at 4% or $101,483 at 6%; with 100% employer match about $114,168 at 4% or $76,112 at 6%.
200918$523,135$122,341$15,293iApproximate average salary by contribution assumption: employee only about $382,316 at 4% or $254,877 at 6%; with 50% employer match about $254,877 at 4% or $169,918 at 6%; with 100% employer match about $191,158 at 4% or $127,439 at 6%.
Beacon Wealth Management LLC Pension Plan-8$523,135$122,341$15,293iApproximate average salary by contribution assumption: employee only about $382,316 at 4% or $254,877 at 6%; with 50% employer match about $254,877 at 4% or $169,918 at 6%; with 100% employer match about $191,158 at 4% or $127,439 at 6%.
200815$428,919$104,661$20,932iApproximate average salary by contribution assumption: employee only about $523,305 at 4% or $348,870 at 6%; with 50% employer match about $348,870 at 4% or $232,580 at 6%; with 100% employer match about $261,653 at 4% or $174,435 at 6%.
Beacon Wealth Management LLC Pension Plan-5$428,919$104,661$20,932iApproximate average salary by contribution assumption: employee only about $523,305 at 4% or $348,870 at 6%; with 50% employer match about $348,870 at 4% or $232,580 at 6%; with 100% employer match about $261,653 at 4% or $174,435 at 6%.
200715$0$0-
Beacon Wealth Management LLC Pension Plan-5---
200614$396,222$85,084$21,271iApproximate average salary by contribution assumption: employee only about $531,775 at 4% or $354,517 at 6%; with 50% employer match about $354,517 at 4% or $236,344 at 6%; with 100% employer match about $265,888 at 4% or $177,258 at 6%.
Beacon Wealth Management LLC Pension Plan-4$396,222$85,084$21,271iApproximate average salary by contribution assumption: employee only about $531,775 at 4% or $354,517 at 6%; with 50% employer match about $354,517 at 4% or $236,344 at 6%; with 100% employer match about $265,888 at 4% or $177,258 at 6%.
200514$288,305$105,504$26,376iApproximate average salary by contribution assumption: employee only about $659,400 at 4% or $439,600 at 6%; with 50% employer match about $439,600 at 4% or $293,067 at 6%; with 100% employer match about $329,700 at 4% or $219,800 at 6%.
Beacon Wealth Management LLC Pension Plan-4$288,305$105,504$26,376iApproximate average salary by contribution assumption: employee only about $659,400 at 4% or $439,600 at 6%; with 50% employer match about $439,600 at 4% or $293,067 at 6%; with 100% employer match about $329,700 at 4% or $219,800 at 6%.
200413$163,321$39,367$13,122iApproximate average salary by contribution assumption: employee only about $328,058 at 4% or $218,706 at 6%; with 50% employer match about $218,706 at 4% or $145,804 at 6%; with 100% employer match about $164,029 at 4% or $109,353 at 6%.
Beacon Wealth Management LLC Pension Plan-3$163,321$39,367$13,122iApproximate average salary by contribution assumption: employee only about $328,058 at 4% or $218,706 at 6%; with 50% employer match about $218,706 at 4% or $145,804 at 6%; with 100% employer match about $164,029 at 4% or $109,353 at 6%.
200312$199,148$185,581$92,791iApproximate average salary by contribution assumption: employee only about $2,319,763 at 4% or $1,546,508 at 6%; with 50% employer match about $1,546,508 at 4% or $1,031,006 at 6%; with 100% employer match about $1,159,881 at 4% or $773,254 at 6%.
Beacon Wealth Management LLC Pension Plan-2$199,148$185,581$92,791iApproximate average salary by contribution assumption: employee only about $2,319,763 at 4% or $1,546,508 at 6%; with 50% employer match about $1,546,508 at 4% or $1,031,006 at 6%; with 100% employer match about $1,159,881 at 4% or $773,254 at 6%.
Beacon Wealth Management LLC | EIN 04-3703482 | 2018 Form 5500 Company Profile