Civic Intelligence

Beacon Financial Group Inc.

Plan context: Beacon Financial Group Inc. 401(K) P/S Plan

EIN 06-1410079 • Monroe, CT • 11 filings • 3 plans

477 Main StreetMonroe, CT 06468
Current Snapshot

Latest Year

2012

2012 Participants

10

2012 Assets

$896,113

2012 Contributions

$176,931

Historical Graphs

Total Assets Over Time

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

$1,015,209$507,605$0200320072011YearValue
$896,113Latest year 2011

Participants Over Time

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

1580200220072011YearValue
10Latest year 2011

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
201210$0$0-
Beacon Financial Group Inc. 401(K) P/S Plan-0$0--
2011110$896,113$176,931$17,693iApproximate average salary by contribution assumption: employee only about $442,327 at 4% or $294,885 at 6%; with 50% employer match about $294,885 at 4% or $196,590 at 6%; with 100% employer match about $221,164 at 4% or $147,443 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-10$896,113$176,931$17,693iApproximate average salary by contribution assumption: employee only about $442,327 at 4% or $294,885 at 6%; with 50% employer match about $294,885 at 4% or $196,590 at 6%; with 100% employer match about $221,164 at 4% or $147,443 at 6%.
2010110$749,643$86,998$8,700iApproximate average salary by contribution assumption: employee only about $217,495 at 4% or $144,997 at 6%; with 50% employer match about $144,997 at 4% or $96,664 at 6%; with 100% employer match about $108,747 at 4% or $72,498 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-10$749,643$86,998$8,700iApproximate average salary by contribution assumption: employee only about $217,495 at 4% or $144,997 at 6%; with 50% employer match about $144,997 at 4% or $96,664 at 6%; with 100% employer match about $108,747 at 4% or $72,498 at 6%.
2009115$987,467$162,695$10,846iApproximate average salary by contribution assumption: employee only about $271,158 at 4% or $180,772 at 6%; with 50% employer match about $180,772 at 4% or $120,515 at 6%; with 100% employer match about $135,579 at 4% or $90,386 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-15$987,467$162,695$10,846iApproximate average salary by contribution assumption: employee only about $271,158 at 4% or $180,772 at 6%; with 50% employer match about $180,772 at 4% or $120,515 at 6%; with 100% employer match about $135,579 at 4% or $90,386 at 6%.
2008114$739,979$139,603$9,972iApproximate average salary by contribution assumption: employee only about $249,291 at 4% or $166,194 at 6%; with 50% employer match about $166,194 at 4% or $110,796 at 6%; with 100% employer match about $124,646 at 4% or $83,097 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-14$739,979$139,603$9,972iApproximate average salary by contribution assumption: employee only about $249,291 at 4% or $166,194 at 6%; with 50% employer match about $166,194 at 4% or $110,796 at 6%; with 100% employer match about $124,646 at 4% or $83,097 at 6%.
2007111$1,015,209$187,133$17,012iApproximate average salary by contribution assumption: employee only about $425,302 at 4% or $283,535 at 6%; with 50% employer match about $283,535 at 4% or $189,023 at 6%; with 100% employer match about $212,651 at 4% or $141,767 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-11$1,015,209$187,133$17,012iApproximate average salary by contribution assumption: employee only about $425,302 at 4% or $283,535 at 6%; with 50% employer match about $283,535 at 4% or $189,023 at 6%; with 100% employer match about $212,651 at 4% or $141,767 at 6%.
2006113$740,955$178,495$13,730iApproximate average salary by contribution assumption: employee only about $343,260 at 4% or $228,840 at 6%; with 50% employer match about $228,840 at 4% or $152,560 at 6%; with 100% employer match about $171,630 at 4% or $114,420 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-13$740,955$178,495$13,730iApproximate average salary by contribution assumption: employee only about $343,260 at 4% or $228,840 at 6%; with 50% employer match about $228,840 at 4% or $152,560 at 6%; with 100% employer match about $171,630 at 4% or $114,420 at 6%.
200519$455,403$142,908$15,879iApproximate average salary by contribution assumption: employee only about $396,967 at 4% or $264,644 at 6%; with 50% employer match about $264,644 at 4% or $176,430 at 6%; with 100% employer match about $198,483 at 4% or $132,322 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-9$455,403$142,908$15,879iApproximate average salary by contribution assumption: employee only about $396,967 at 4% or $264,644 at 6%; with 50% employer match about $264,644 at 4% or $176,430 at 6%; with 100% employer match about $198,483 at 4% or $132,322 at 6%.
2004110$289,408$131,859$13,186iApproximate average salary by contribution assumption: employee only about $329,648 at 4% or $219,765 at 6%; with 50% employer match about $219,765 at 4% or $146,510 at 6%; with 100% employer match about $164,824 at 4% or $109,883 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-10$289,408$131,859$13,186iApproximate average salary by contribution assumption: employee only about $329,648 at 4% or $219,765 at 6%; with 50% employer match about $219,765 at 4% or $146,510 at 6%; with 100% employer match about $164,824 at 4% or $109,883 at 6%.
2003111$134,191$73,334$6,667iApproximate average salary by contribution assumption: employee only about $166,668 at 4% or $111,112 at 6%; with 50% employer match about $111,112 at 4% or $74,075 at 6%; with 100% employer match about $83,334 at 4% or $55,556 at 6%.
Beacon Financial Group Inc. 401(K) P/S Plan-11$134,191$73,334$6,667iApproximate average salary by contribution assumption: employee only about $166,668 at 4% or $111,112 at 6%; with 50% employer match about $111,112 at 4% or $74,075 at 6%; with 100% employer match about $83,334 at 4% or $55,556 at 6%.
200218$0$0-
Beacon Financial Group Inc. 401(K) P/S Plan-8---