Civic Intelligence

Beardwood & Co LLC

Plan context: Beardwood & Co Retirement Plan

EIN 20-1742654 • New York, NY • 15 filings • 1 plans

224 W 35th StSte 500 # 2066New York, NY 10001
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$2,854,002

2023 Contributions

$269,275

Historical Graphs

Total Assets Over Time

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

$2,854,002$1,427,001$0200920162023YearValue
$2,854,002Latest year 2023

Participants Over Time

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

22110200920162023YearValue
20Latest year 2023

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
2023120$2,854,002$269,275$13,464iApproximate average salary by contribution assumption: employee only about $336,594 at 4% or $224,396 at 6%; with 50% employer match about $224,396 at 4% or $149,597 at 6%; with 100% employer match about $168,297 at 4% or $112,198 at 6%.
Beardwood & Co Retirement Plan-20$2,854,002$269,275$13,464iApproximate average salary by contribution assumption: employee only about $336,594 at 4% or $224,396 at 6%; with 50% employer match about $224,396 at 4% or $149,597 at 6%; with 100% employer match about $168,297 at 4% or $112,198 at 6%.
2022122$2,376,964$295,418$13,428iApproximate average salary by contribution assumption: employee only about $335,702 at 4% or $223,802 at 6%; with 50% employer match about $223,802 at 4% or $149,201 at 6%; with 100% employer match about $167,851 at 4% or $111,901 at 6%.
Beardwood & Co Retirement Plan-22$2,376,964$295,418$13,428iApproximate average salary by contribution assumption: employee only about $335,702 at 4% or $223,802 at 6%; with 50% employer match about $223,802 at 4% or $149,201 at 6%; with 100% employer match about $167,851 at 4% or $111,901 at 6%.
2021121$2,752,561$247,522$11,787iApproximate average salary by contribution assumption: employee only about $294,669 at 4% or $196,446 at 6%; with 50% employer match about $196,446 at 4% or $130,964 at 6%; with 100% employer match about $147,335 at 4% or $98,223 at 6%.
Beardwood & Co Retirement Plan-21$2,752,561$247,522$11,787iApproximate average salary by contribution assumption: employee only about $294,669 at 4% or $196,446 at 6%; with 50% employer match about $196,446 at 4% or $130,964 at 6%; with 100% employer match about $147,335 at 4% or $98,223 at 6%.
2020119$2,321,436$222,904$11,732iApproximate average salary by contribution assumption: employee only about $293,295 at 4% or $195,530 at 6%; with 50% employer match about $195,530 at 4% or $130,353 at 6%; with 100% employer match about $146,647 at 4% or $97,765 at 6%.
Beardwood & Co Retirement Plan-19$2,321,436$222,904$11,732iApproximate average salary by contribution assumption: employee only about $293,295 at 4% or $195,530 at 6%; with 50% employer match about $195,530 at 4% or $130,353 at 6%; with 100% employer match about $146,647 at 4% or $97,765 at 6%.
2019116$1,709,811$228,674$14,292iApproximate average salary by contribution assumption: employee only about $357,303 at 4% or $238,202 at 6%; with 50% employer match about $238,202 at 4% or $158,801 at 6%; with 100% employer match about $178,652 at 4% or $119,101 at 6%.
Beardwood & Co Retirement Plan-16$1,709,811$228,674$14,292iApproximate average salary by contribution assumption: employee only about $357,303 at 4% or $238,202 at 6%; with 50% employer match about $238,202 at 4% or $158,801 at 6%; with 100% employer match about $178,652 at 4% or $119,101 at 6%.
2018117$1,207,479$146,408$8,612iApproximate average salary by contribution assumption: employee only about $215,306 at 4% or $143,537 at 6%; with 50% employer match about $143,537 at 4% or $95,692 at 6%; with 100% employer match about $107,653 at 4% or $71,769 at 6%.
Beardwood & Co Retirement Plan-17$1,207,479$146,408$8,612iApproximate average salary by contribution assumption: employee only about $215,306 at 4% or $143,537 at 6%; with 50% employer match about $143,537 at 4% or $95,692 at 6%; with 100% employer match about $107,653 at 4% or $71,769 at 6%.
2017112$1,294,697$141,704$11,809iApproximate average salary by contribution assumption: employee only about $295,217 at 4% or $196,811 at 6%; with 50% employer match about $196,811 at 4% or $131,207 at 6%; with 100% employer match about $147,608 at 4% or $98,406 at 6%.
Beardwood & Co Retirement Plan-12$1,294,697$141,704$11,809iApproximate average salary by contribution assumption: employee only about $295,217 at 4% or $196,811 at 6%; with 50% employer match about $196,811 at 4% or $131,207 at 6%; with 100% employer match about $147,608 at 4% or $98,406 at 6%.
2016114$981,956$167,194$11,942iApproximate average salary by contribution assumption: employee only about $298,561 at 4% or $199,040 at 6%; with 50% employer match about $199,040 at 4% or $132,694 at 6%; with 100% employer match about $149,280 at 4% or $99,520 at 6%.
Beardwood & Co Retirement Plan-14$981,956$167,194$11,942iApproximate average salary by contribution assumption: employee only about $298,561 at 4% or $199,040 at 6%; with 50% employer match about $199,040 at 4% or $132,694 at 6%; with 100% employer match about $149,280 at 4% or $99,520 at 6%.
2015111$722,003$139,930$12,721iApproximate average salary by contribution assumption: employee only about $318,023 at 4% or $212,015 at 6%; with 50% employer match about $212,015 at 4% or $141,343 at 6%; with 100% employer match about $159,011 at 4% or $106,008 at 6%.
Beardwood & Co Retirement Plan-11$722,003$139,930$12,721iApproximate average salary by contribution assumption: employee only about $318,023 at 4% or $212,015 at 6%; with 50% employer match about $212,015 at 4% or $141,343 at 6%; with 100% employer match about $159,011 at 4% or $106,008 at 6%.
201419$592,752$107,821$11,980iApproximate average salary by contribution assumption: employee only about $299,503 at 4% or $199,669 at 6%; with 50% employer match about $199,669 at 4% or $133,112 at 6%; with 100% employer match about $149,751 at 4% or $99,834 at 6%.
Beardwood & Co Retirement Plan-9$592,752$107,821$11,980iApproximate average salary by contribution assumption: employee only about $299,503 at 4% or $199,669 at 6%; with 50% employer match about $199,669 at 4% or $133,112 at 6%; with 100% employer match about $149,751 at 4% or $99,834 at 6%.
201319$448,467$101,592$11,288iApproximate average salary by contribution assumption: employee only about $282,200 at 4% or $188,133 at 6%; with 50% employer match about $188,133 at 4% or $125,422 at 6%; with 100% employer match about $141,100 at 4% or $94,067 at 6%.
Beardwood & Co Retirement Plan-9$448,467$101,592$11,288iApproximate average salary by contribution assumption: employee only about $282,200 at 4% or $188,133 at 6%; with 50% employer match about $188,133 at 4% or $125,422 at 6%; with 100% employer match about $141,100 at 4% or $94,067 at 6%.
2012110$326,579$115,999$11,600iApproximate average salary by contribution assumption: employee only about $289,998 at 4% or $193,332 at 6%; with 50% employer match about $193,332 at 4% or $128,888 at 6%; with 100% employer match about $144,999 at 4% or $96,666 at 6%.
Beardwood & Co Retirement Plan-10$326,579$115,999$11,600iApproximate average salary by contribution assumption: employee only about $289,998 at 4% or $193,332 at 6%; with 50% employer match about $193,332 at 4% or $128,888 at 6%; with 100% employer match about $144,999 at 4% or $96,666 at 6%.
201119$218,403$104,150$11,572iApproximate average salary by contribution assumption: employee only about $289,306 at 4% or $192,870 at 6%; with 50% employer match about $192,870 at 4% or $128,580 at 6%; with 100% employer match about $144,653 at 4% or $96,435 at 6%.
Beardwood & Co Retirement Plan-9$218,403$104,150$11,572iApproximate average salary by contribution assumption: employee only about $289,306 at 4% or $192,870 at 6%; with 50% employer match about $192,870 at 4% or $128,580 at 6%; with 100% employer match about $144,653 at 4% or $96,435 at 6%.
201018$120,579$70,511$8,814iApproximate average salary by contribution assumption: employee only about $220,347 at 4% or $146,898 at 6%; with 50% employer match about $146,898 at 4% or $97,932 at 6%; with 100% employer match about $110,173 at 4% or $73,449 at 6%.
Beardwood & Co Retirement Plan-8$120,579$70,511$8,814iApproximate average salary by contribution assumption: employee only about $220,347 at 4% or $146,898 at 6%; with 50% employer match about $146,898 at 4% or $97,932 at 6%; with 100% employer match about $110,173 at 4% or $73,449 at 6%.
200918$39,753$39,314$4,914iApproximate average salary by contribution assumption: employee only about $122,856 at 4% or $81,904 at 6%; with 50% employer match about $81,904 at 4% or $54,603 at 6%; with 100% employer match about $61,428 at 4% or $40,952 at 6%.
Beardwood & Co Retirement Plan-8$39,753$39,314$4,914iApproximate average salary by contribution assumption: employee only about $122,856 at 4% or $81,904 at 6%; with 50% employer match about $81,904 at 4% or $54,603 at 6%; with 100% employer match about $61,428 at 4% or $40,952 at 6%.