Civic Intelligence

Beacon Wealth Group Inc.

Plan context: Beacon Wealth Group Inc. 401(K) Profit Sharing Plan

EIN 20-5116350 • Marysville, MI • 14 filings • 2 plans

782 Huron Blvd., Ste. 2Marysville, MI 48040
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,391,931

2024 Contributions

$147,840

Historical Graphs

Total Assets Over Time

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

$2,431,067$1,215,534$0201120182024YearValue
$1,391,931Latest year 2024

Participants Over Time

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

630201120182024YearValue
6Latest year 2024

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
202416$1,391,931$147,840$24,640iApproximate average salary by contribution assumption: employee only about $616,000 at 4% or $410,667 at 6%; with 50% employer match about $410,667 at 4% or $273,778 at 6%; with 100% employer match about $308,000 at 4% or $205,333 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-6$1,391,931$147,840$24,640iApproximate average salary by contribution assumption: employee only about $616,000 at 4% or $410,667 at 6%; with 50% employer match about $410,667 at 4% or $273,778 at 6%; with 100% employer match about $308,000 at 4% or $205,333 at 6%.
202316$2,431,067$123,106$20,518iApproximate average salary by contribution assumption: employee only about $512,942 at 4% or $341,961 at 6%; with 50% employer match about $341,961 at 4% or $227,974 at 6%; with 100% employer match about $256,471 at 4% or $170,981 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-6$2,431,067$123,106$20,518iApproximate average salary by contribution assumption: employee only about $512,942 at 4% or $341,961 at 6%; with 50% employer match about $341,961 at 4% or $227,974 at 6%; with 100% employer match about $256,471 at 4% or $170,981 at 6%.
202216$2,017,753$175,760$29,293iApproximate average salary by contribution assumption: employee only about $732,333 at 4% or $488,222 at 6%; with 50% employer match about $488,222 at 4% or $325,481 at 6%; with 100% employer match about $366,167 at 4% or $244,111 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-6$2,017,753$175,760$29,293iApproximate average salary by contribution assumption: employee only about $732,333 at 4% or $488,222 at 6%; with 50% employer match about $488,222 at 4% or $325,481 at 6%; with 100% employer match about $366,167 at 4% or $244,111 at 6%.
202116$2,159,546$150,971$25,162iApproximate average salary by contribution assumption: employee only about $629,046 at 4% or $419,364 at 6%; with 50% employer match about $419,364 at 4% or $279,576 at 6%; with 100% employer match about $314,523 at 4% or $209,682 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-6$2,159,546$150,971$25,162iApproximate average salary by contribution assumption: employee only about $629,046 at 4% or $419,364 at 6%; with 50% employer match about $419,364 at 4% or $279,576 at 6%; with 100% employer match about $314,523 at 4% or $209,682 at 6%.
202016$2,045,127$140,538$23,423iApproximate average salary by contribution assumption: employee only about $585,575 at 4% or $390,383 at 6%; with 50% employer match about $390,383 at 4% or $260,256 at 6%; with 100% employer match about $292,788 at 4% or $195,192 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-6$2,045,127$140,538$23,423iApproximate average salary by contribution assumption: employee only about $585,575 at 4% or $390,383 at 6%; with 50% employer match about $390,383 at 4% or $260,256 at 6%; with 100% employer match about $292,788 at 4% or $195,192 at 6%.
201916$1,711,458$115,140$19,190iApproximate average salary by contribution assumption: employee only about $479,750 at 4% or $319,833 at 6%; with 50% employer match about $319,833 at 4% or $213,222 at 6%; with 100% employer match about $239,875 at 4% or $159,917 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-6$1,711,458$115,140$19,190iApproximate average salary by contribution assumption: employee only about $479,750 at 4% or $319,833 at 6%; with 50% employer match about $319,833 at 4% or $213,222 at 6%; with 100% employer match about $239,875 at 4% or $159,917 at 6%.
201815$1,296,394$125,439$25,088iApproximate average salary by contribution assumption: employee only about $627,195 at 4% or $418,130 at 6%; with 50% employer match about $418,130 at 4% or $278,753 at 6%; with 100% employer match about $313,598 at 4% or $209,065 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-5$1,296,394$125,439$25,088iApproximate average salary by contribution assumption: employee only about $627,195 at 4% or $418,130 at 6%; with 50% employer match about $418,130 at 4% or $278,753 at 6%; with 100% employer match about $313,598 at 4% or $209,065 at 6%.
201714$1,288,994$116,285$29,071iApproximate average salary by contribution assumption: employee only about $726,781 at 4% or $484,521 at 6%; with 50% employer match about $484,521 at 4% or $323,014 at 6%; with 100% employer match about $363,391 at 4% or $242,260 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$1,288,994$116,285$29,071iApproximate average salary by contribution assumption: employee only about $726,781 at 4% or $484,521 at 6%; with 50% employer match about $484,521 at 4% or $323,014 at 6%; with 100% employer match about $363,391 at 4% or $242,260 at 6%.
201614$911,167$109,149$27,287iApproximate average salary by contribution assumption: employee only about $682,181 at 4% or $454,788 at 6%; with 50% employer match about $454,788 at 4% or $303,192 at 6%; with 100% employer match about $341,091 at 4% or $227,394 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$911,167$109,149$27,287iApproximate average salary by contribution assumption: employee only about $682,181 at 4% or $454,788 at 6%; with 50% employer match about $454,788 at 4% or $303,192 at 6%; with 100% employer match about $341,091 at 4% or $227,394 at 6%.
201514$710,287$95,846$23,962iApproximate average salary by contribution assumption: employee only about $599,038 at 4% or $399,358 at 6%; with 50% employer match about $399,358 at 4% or $266,239 at 6%; with 100% employer match about $299,519 at 4% or $199,679 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$710,287$95,846$23,962iApproximate average salary by contribution assumption: employee only about $599,038 at 4% or $399,358 at 6%; with 50% employer match about $399,358 at 4% or $266,239 at 6%; with 100% employer match about $299,519 at 4% or $199,679 at 6%.
201414$673,750$95,383$23,846iApproximate average salary by contribution assumption: employee only about $596,144 at 4% or $397,429 at 6%; with 50% employer match about $397,429 at 4% or $264,953 at 6%; with 100% employer match about $298,072 at 4% or $198,715 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$673,750$95,383$23,846iApproximate average salary by contribution assumption: employee only about $596,144 at 4% or $397,429 at 6%; with 50% employer match about $397,429 at 4% or $264,953 at 6%; with 100% employer match about $298,072 at 4% or $198,715 at 6%.
201314$592,282$144,364$36,091iApproximate average salary by contribution assumption: employee only about $902,275 at 4% or $601,517 at 6%; with 50% employer match about $601,517 at 4% or $401,011 at 6%; with 100% employer match about $451,138 at 4% or $300,758 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$592,282$144,364$36,091iApproximate average salary by contribution assumption: employee only about $902,275 at 4% or $601,517 at 6%; with 50% employer match about $601,517 at 4% or $401,011 at 6%; with 100% employer match about $451,138 at 4% or $300,758 at 6%.
201214$383,680$280,630$70,158iApproximate average salary by contribution assumption: employee only about $1,753,938 at 4% or $1,169,292 at 6%; with 50% employer match about $1,169,292 at 4% or $779,528 at 6%; with 100% employer match about $876,969 at 4% or $584,646 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$383,680$280,630$70,158iApproximate average salary by contribution assumption: employee only about $1,753,938 at 4% or $1,169,292 at 6%; with 50% employer match about $1,169,292 at 4% or $779,528 at 6%; with 100% employer match about $876,969 at 4% or $584,646 at 6%.
201114$67,914$72,624$18,156iApproximate average salary by contribution assumption: employee only about $453,900 at 4% or $302,600 at 6%; with 50% employer match about $302,600 at 4% or $201,733 at 6%; with 100% employer match about $226,950 at 4% or $151,300 at 6%.
Beacon Wealth Group Inc. 401(K) Profit Sharing Plan-4$67,914$72,624$18,156iApproximate average salary by contribution assumption: employee only about $453,900 at 4% or $302,600 at 6%; with 50% employer match about $302,600 at 4% or $201,733 at 6%; with 100% employer match about $226,950 at 4% or $151,300 at 6%.