Civic Intelligence

BEACON ASSOCIATES INSURANCE, LLC.

Plan context: BEACON ASSOCIATES INSURANCE, LLC. 401(K) PROFIT SHARING PLAN

EIN 20-1700180 • Maumee, OH • 2 filings • 1 plans

1755 Indianwood CircleSuite 200Maumee, OH 43537
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$292,684

2025 Contributions

$178,492

Historical Graphs

Total Assets Over Time

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

$292,684$146,342$020242025YearValue
$292,684Latest year 2025

Participants Over Time

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

84020242025YearValue
8Latest year 2025

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
202518$292,684$178,492$22,312iApproximate average salary by contribution assumption: employee only about $557,788 at 4% or $371,858 at 6%; with 50% employer match about $371,858 at 4% or $247,906 at 6%; with 100% employer match about $278,894 at 4% or $185,929 at 6%.
BEACON ASSOCIATES INSURANCE, LLC. 401(K) PROFIT SHARING PLAN-8$292,684$178,492$22,312iApproximate average salary by contribution assumption: employee only about $557,788 at 4% or $371,858 at 6%; with 50% employer match about $371,858 at 4% or $247,906 at 6%; with 100% employer match about $278,894 at 4% or $185,929 at 6%.
202418$81,582$81,890$10,236iApproximate average salary by contribution assumption: employee only about $255,906 at 4% or $170,604 at 6%; with 50% employer match about $170,604 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.
BEACON ASSOCIATES INSURANCE, LLC. 401(K) PROFIT SHARING PLAN-8$81,582$81,890$10,236iApproximate average salary by contribution assumption: employee only about $255,906 at 4% or $170,604 at 6%; with 50% employer match about $170,604 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.