Civic Intelligence

Designs for Finance Inc.

Plan context: Beta Multiple Employer Death Benefit Plan & Trust

EIN 11-3275588 • 2 filings • 2 plans

Current Snapshot

Latest Year

1999

1999 Participants

251

1999 Assets

$14,439,841

1999 Contributions

$10,321,945

Historical Graphs

Total Assets Over Time

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

$14,439,841$7,219,921$01999YearValue
$14,439,841Latest year 1999

Participants Over Time

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

25112601999YearValue
251Latest year 1999

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
19992251$14,439,841$10,321,945$41,123iApproximate average salary by contribution assumption: employee only about $1,028,082 at 4% or $685,388 at 6%; with 50% employer match about $685,388 at 4% or $456,925 at 6%; with 100% employer match about $514,041 at 4% or $342,694 at 6%.
Beta Multiple Employer Death Benefit Plan & Trust-251$8,405,206$6,344,369$25,276iApproximate average salary by contribution assumption: employee only about $631,909 at 4% or $421,273 at 6%; with 50% employer match about $421,273 at 4% or $280,849 at 6%; with 100% employer match about $315,955 at 4% or $210,636 at 6%.
Beta II Multiple Employer Death Benefit Plan & Trust-44$6,034,635$3,977,576$90,399iApproximate average salary by contribution assumption: employee only about $2,259,986 at 4% or $1,506,658 at 6%; with 50% employer match about $1,506,658 at 4% or $1,004,438 at 6%; with 100% employer match about $1,129,993 at 4% or $753,329 at 6%.