Beacon Associates LLC I
Plan context: Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust
EIN 06-1588611 • 36 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,312,782
2024 Contributions
$4,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,312,782 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $1,312,782 | - | - |
| 2023 | 1 | 2 | $1,188,000 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $1,188,000 | - | - |
| 2022 | 1 | 2 | $1,084,510 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $1,084,510 | - | - |
| 2021 | 1 | 2 | $1,139,073 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $1,139,073 | - | - |
| 2020 | 1 | 2 | $1,020,588 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $1,020,588 | - | - |
| 2019 | 1 | 2 | $891,745 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $891,745 | - | - |
| 2018 | 1 | 2 | $732,245 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $732,245 | - | - |
| 2017 | 1 | 2 | $761,184 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $761,184 | $4,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2016 | 1 | 2 | $650,337 | $47,000 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $650,337 | $47,000 | $23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%. |
| 2015 | 1 | 2 | $572,946 | $44,600 | $22,300iApproximate average salary by contribution assumption: employee only about $557,500 at 4% or $371,667 at 6%; with 50% employer match about $371,667 at 4% or $247,778 at 6%; with 100% employer match about $278,750 at 4% or $185,833 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $572,946 | $44,600 | $22,300iApproximate average salary by contribution assumption: employee only about $557,500 at 4% or $371,667 at 6%; with 50% employer match about $371,667 at 4% or $247,778 at 6%; with 100% employer match about $278,750 at 4% or $185,833 at 6%. |
| 2014 | 1 | 2 | $543,990 | $41,908 | $20,954iApproximate average salary by contribution assumption: employee only about $523,850 at 4% or $349,233 at 6%; with 50% employer match about $349,233 at 4% or $232,822 at 6%; with 100% employer match about $261,925 at 4% or $174,617 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | $543,990 | $41,908 | $20,954iApproximate average salary by contribution assumption: employee only about $523,850 at 4% or $349,233 at 6%; with 50% employer match about $349,233 at 4% or $232,822 at 6%; with 100% employer match about $261,925 at 4% or $174,617 at 6%. |
| 2013 | 1 | 3 | $521,048 | $41,200 | $13,733iApproximate average salary by contribution assumption: employee only about $343,333 at 4% or $228,889 at 6%; with 50% employer match about $228,889 at 4% or $152,593 at 6%; with 100% employer match about $171,667 at 4% or $114,444 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 3 | $521,048 | $41,200 | $13,733iApproximate average salary by contribution assumption: employee only about $343,333 at 4% or $228,889 at 6%; with 50% employer match about $228,889 at 4% or $152,593 at 6%; with 100% employer match about $171,667 at 4% or $114,444 at 6%. |
| 2012 | 1 | 4 | $432,526 | $39,192 | $9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 4 | $432,526 | $39,192 | $9,798iApproximate average salary by contribution assumption: employee only about $244,950 at 4% or $163,300 at 6%; with 50% employer match about $163,300 at 4% or $108,867 at 6%; with 100% employer match about $122,475 at 4% or $81,650 at 6%. |
| 2011 | 1 | 4 | $352,488 | $39,900 | $9,975iApproximate average salary by contribution assumption: employee only about $249,375 at 4% or $166,250 at 6%; with 50% employer match about $166,250 at 4% or $110,833 at 6%; with 100% employer match about $124,688 at 4% or $83,125 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 4 | $352,488 | $39,900 | $9,975iApproximate average salary by contribution assumption: employee only about $249,375 at 4% or $166,250 at 6%; with 50% employer match about $166,250 at 4% or $110,833 at 6%; with 100% employer match about $124,688 at 4% or $83,125 at 6%. |
| 2010 | 1 | 6 | $315,822 | $38,200 | $6,367iApproximate average salary by contribution assumption: employee only about $159,167 at 4% or $106,111 at 6%; with 50% employer match about $106,111 at 4% or $70,741 at 6%; with 100% employer match about $79,583 at 4% or $53,056 at 6%. |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 6 | $315,822 | $38,200 | $6,367iApproximate average salary by contribution assumption: employee only about $159,167 at 4% or $106,111 at 6%; with 50% employer match about $106,111 at 4% or $70,741 at 6%; with 100% employer match about $79,583 at 4% or $53,056 at 6%. |
| 2009 | 2 | 6 | $134,273,139 | $39,007 | $6,501iApproximate average salary by contribution assumption: employee only about $162,529 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,235 at 6%; with 100% employer match about $81,265 at 4% or $54,176 at 6%. |
| BEACON ASSOCIATES LLC I | - | - | $134,022,355 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 6 | $250,784 | $39,007 | $6,501iApproximate average salary by contribution assumption: employee only about $162,529 at 4% or $108,353 at 6%; with 50% employer match about $108,353 at 4% or $72,235 at 6%; with 100% employer match about $81,265 at 4% or $54,176 at 6%. |
| 2008 | 2 | 7 | $124,771,757 | $38,155 | $5,451iApproximate average salary by contribution assumption: employee only about $136,268 at 4% or $90,845 at 6%; with 50% employer match about $90,845 at 4% or $60,563 at 6%; with 100% employer match about $68,134 at 4% or $45,423 at 6%. |
| BEACON ASSOCIATES LLC I | - | 0 | $124,603,310 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 7 | $168,447 | $38,155 | $5,451iApproximate average salary by contribution assumption: employee only about $136,268 at 4% or $90,845 at 6%; with 50% employer match about $90,845 at 4% or $60,563 at 6%; with 100% employer match about $68,134 at 4% or $45,423 at 6%. |
| 2007 | 2 | 4 | $441,168,046 | $0 | - |
| BEACON ASSOCIATES LLC I | - | 0 | $441,168,046 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 4 | - | - | - |
| 2006 | 2 | 5 | $398,698,300 | $19,524 | $3,905iApproximate average salary by contribution assumption: employee only about $97,620 at 4% or $65,080 at 6%; with 50% employer match about $65,080 at 4% or $43,387 at 6%; with 100% employer match about $48,810 at 4% or $32,540 at 6%. |
| BEACON ASSOCIATES LLC I | - | 0 | $398,547,932 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 5 | $150,368 | $19,524 | $3,905iApproximate average salary by contribution assumption: employee only about $97,620 at 4% or $65,080 at 6%; with 50% employer match about $65,080 at 4% or $43,387 at 6%; with 100% employer match about $48,810 at 4% or $32,540 at 6%. |
| 2005 | 2 | 5 | $364,420,820 | $17,743 | $3,549iApproximate average salary by contribution assumption: employee only about $88,715 at 4% or $59,143 at 6%; with 50% employer match about $59,143 at 4% or $39,429 at 6%; with 100% employer match about $44,358 at 4% or $29,572 at 6%. |
| BEACON ASSOCIATES LLC I | - | 0 | $364,306,743 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 5 | $114,077 | $17,743 | $3,549iApproximate average salary by contribution assumption: employee only about $88,715 at 4% or $59,143 at 6%; with 50% employer match about $59,143 at 4% or $39,429 at 6%; with 100% employer match about $44,358 at 4% or $29,572 at 6%. |
| 2004 | 2 | 5 | $299,470,682 | $16,563 | $3,313iApproximate average salary by contribution assumption: employee only about $82,815 at 4% or $55,210 at 6%; with 50% employer match about $55,210 at 4% or $36,807 at 6%; with 100% employer match about $41,408 at 4% or $27,605 at 6%. |
| BEACON ASSOCIATES LLC I | - | 0 | $299,379,886 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 5 | $90,796 | $16,563 | $3,313iApproximate average salary by contribution assumption: employee only about $82,815 at 4% or $55,210 at 6%; with 50% employer match about $55,210 at 4% or $36,807 at 6%; with 100% employer match about $41,408 at 4% or $27,605 at 6%. |
| 2003 | 2 | 4 | $263,010,263 | $14,079 | $3,520iApproximate average salary by contribution assumption: employee only about $87,994 at 4% or $58,663 at 6%; with 50% employer match about $58,663 at 4% or $39,108 at 6%; with 100% employer match about $43,997 at 4% or $29,331 at 6%. |
| BEACON ASSOCIATES LLC | - | 0 | $262,942,326 | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 4 | $67,937 | $14,079 | $3,520iApproximate average salary by contribution assumption: employee only about $87,994 at 4% or $58,663 at 6%; with 50% employer match about $58,663 at 4% or $39,108 at 6%; with 100% employer match about $43,997 at 4% or $29,331 at 6%. |
| 2002 | 3 | 3 | $214,484,401 | $0 | - |
| BEACON ASSOCIATES LLC | - | 0 | $214,484,401 | - | - |
| MONEY PURCHASE PENSION PLAN UNDER BEACON ASSOCIATES LLC INCENTIVE SAVINGS TRUST | - | 0 | - | - | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 3 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Profit Sharing Plan Under Beacon Associates LLC Incentive Savings Trust | - | 2 | - | - | - |
| MONEY PURCHASE PENSION PLAN UNDER BEACON ASSOCIATES LLC INCENTIVE SAVINGS TRUST | - | 2 | - | - | - |
| 2000 | 2 | 2 | $17,803 | $13,985 | $6,993iApproximate average salary by contribution assumption: employee only about $174,813 at 4% or $116,542 at 6%; with 50% employer match about $116,542 at 4% or $77,694 at 6%; with 100% employer match about $87,406 at 4% or $58,271 at 6%. |
| MONEY PURCHASE PENSION PLAN UNDER BEACON ASSOCIATES LLC INCENTIVE SAVINGS TRUST | - | 2 | $9,398 | $7,485 | $3,743iApproximate average salary by contribution assumption: employee only about $93,563 at 4% or $62,375 at 6%; with 50% employer match about $62,375 at 4% or $41,583 at 6%; with 100% employer match about $46,781 at 4% or $31,188 at 6%. |
| PROFIT SHARING PLAN UNDER BEACON ASSOCIATES LLC INCENTIVE SAVINGS TRUST | - | 2 | $8,405 | $6,500 | $3,250iApproximate average salary by contribution assumption: employee only about $81,250 at 4% or $54,167 at 6%; with 50% employer match about $54,167 at 4% or $36,111 at 6%; with 100% employer match about $40,625 at 4% or $27,083 at 6%. |