Civic Intelligence

BEACON FINANCIAL GROUP

Plan context: Beacon Financial Group Inc. 401K Profit Sharing Plan

EIN 20-8960107 • Aurora, OH • 19 filings • 1 plans

1039 East Mennonite RoadAurora, OH 44202
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$3,644,702

2025 Contributions

$214,057

Historical Graphs

Total Assets Over Time

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

$3,644,702$1,822,351$0200820172025YearValue
$3,644,702Latest year 2025

Participants Over Time

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

1470200720162025YearValue
14Latest 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
2025114$3,644,702$214,057$15,290iApproximate average salary by contribution assumption: employee only about $382,245 at 4% or $254,830 at 6%; with 50% employer match about $254,830 at 4% or $169,887 at 6%; with 100% employer match about $191,122 at 4% or $127,415 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-14$3,644,702$214,057$15,290iApproximate average salary by contribution assumption: employee only about $382,245 at 4% or $254,830 at 6%; with 50% employer match about $254,830 at 4% or $169,887 at 6%; with 100% employer match about $191,122 at 4% or $127,415 at 6%.
2024114$2,965,377$379,764$27,126iApproximate average salary by contribution assumption: employee only about $678,150 at 4% or $452,100 at 6%; with 50% employer match about $452,100 at 4% or $301,400 at 6%; with 100% employer match about $339,075 at 4% or $226,050 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-14$2,965,377$379,764$27,126iApproximate average salary by contribution assumption: employee only about $678,150 at 4% or $452,100 at 6%; with 50% employer match about $452,100 at 4% or $301,400 at 6%; with 100% employer match about $339,075 at 4% or $226,050 at 6%.
2023113$2,186,090$139,313$10,716iApproximate average salary by contribution assumption: employee only about $267,910 at 4% or $178,606 at 6%; with 50% employer match about $178,606 at 4% or $119,071 at 6%; with 100% employer match about $133,955 at 4% or $89,303 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-13$2,186,090$139,313$10,716iApproximate average salary by contribution assumption: employee only about $267,910 at 4% or $178,606 at 6%; with 50% employer match about $178,606 at 4% or $119,071 at 6%; with 100% employer match about $133,955 at 4% or $89,303 at 6%.
2022111$1,742,343$189,908$17,264iApproximate average salary by contribution assumption: employee only about $431,609 at 4% or $287,739 at 6%; with 50% employer match about $287,739 at 4% or $191,826 at 6%; with 100% employer match about $215,805 at 4% or $143,870 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-11$1,742,343$189,908$17,264iApproximate average salary by contribution assumption: employee only about $431,609 at 4% or $287,739 at 6%; with 50% employer match about $287,739 at 4% or $191,826 at 6%; with 100% employer match about $215,805 at 4% or $143,870 at 6%.
2021112$1,948,110$178,466$14,872iApproximate average salary by contribution assumption: employee only about $371,804 at 4% or $247,869 at 6%; with 50% employer match about $247,869 at 4% or $165,246 at 6%; with 100% employer match about $185,902 at 4% or $123,935 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-12$1,948,110$178,466$14,872iApproximate average salary by contribution assumption: employee only about $371,804 at 4% or $247,869 at 6%; with 50% employer match about $247,869 at 4% or $165,246 at 6%; with 100% employer match about $185,902 at 4% or $123,935 at 6%.
202017$1,564,969$103,276$14,754iApproximate average salary by contribution assumption: employee only about $368,843 at 4% or $245,895 at 6%; with 50% employer match about $245,895 at 4% or $163,930 at 6%; with 100% employer match about $184,421 at 4% or $122,948 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-7$1,564,969$103,276$14,754iApproximate average salary by contribution assumption: employee only about $368,843 at 4% or $245,895 at 6%; with 50% employer match about $245,895 at 4% or $163,930 at 6%; with 100% employer match about $184,421 at 4% or $122,948 at 6%.
201916$1,243,777$111,334$18,556iApproximate average salary by contribution assumption: employee only about $463,892 at 4% or $309,261 at 6%; with 50% employer match about $309,261 at 4% or $206,174 at 6%; with 100% employer match about $231,946 at 4% or $154,631 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-6$1,243,777$111,334$18,556iApproximate average salary by contribution assumption: employee only about $463,892 at 4% or $309,261 at 6%; with 50% employer match about $309,261 at 4% or $206,174 at 6%; with 100% employer match about $231,946 at 4% or $154,631 at 6%.
201817$935,787$112,372$16,053iApproximate average salary by contribution assumption: employee only about $401,329 at 4% or $267,552 at 6%; with 50% employer match about $267,552 at 4% or $178,368 at 6%; with 100% employer match about $200,664 at 4% or $133,776 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-7$935,787$112,372$16,053iApproximate average salary by contribution assumption: employee only about $401,329 at 4% or $267,552 at 6%; with 50% employer match about $267,552 at 4% or $178,368 at 6%; with 100% employer match about $200,664 at 4% or $133,776 at 6%.
201718$980,579$102,288$12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-8$980,579$102,288$12,786iApproximate average salary by contribution assumption: employee only about $319,650 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,067 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
201618$754,192$81,633$10,204iApproximate average salary by contribution assumption: employee only about $255,103 at 4% or $170,069 at 6%; with 50% employer match about $170,069 at 4% or $113,379 at 6%; with 100% employer match about $127,552 at 4% or $85,034 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-8$754,192$81,633$10,204iApproximate average salary by contribution assumption: employee only about $255,103 at 4% or $170,069 at 6%; with 50% employer match about $170,069 at 4% or $113,379 at 6%; with 100% employer match about $127,552 at 4% or $85,034 at 6%.
201517$608,898$76,030$10,861iApproximate average salary by contribution assumption: employee only about $271,536 at 4% or $181,024 at 6%; with 50% employer match about $181,024 at 4% or $120,683 at 6%; with 100% employer match about $135,768 at 4% or $90,512 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-7$608,898$76,030$10,861iApproximate average salary by contribution assumption: employee only about $271,536 at 4% or $181,024 at 6%; with 50% employer match about $181,024 at 4% or $120,683 at 6%; with 100% employer match about $135,768 at 4% or $90,512 at 6%.
201417$580,800$139,201$19,886iApproximate average salary by contribution assumption: employee only about $497,146 at 4% or $331,431 at 6%; with 50% employer match about $331,431 at 4% or $220,954 at 6%; with 100% employer match about $248,573 at 4% or $165,715 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-7$580,800$139,201$19,886iApproximate average salary by contribution assumption: employee only about $497,146 at 4% or $331,431 at 6%; with 50% employer match about $331,431 at 4% or $220,954 at 6%; with 100% employer match about $248,573 at 4% or $165,715 at 6%.
201316$488,514$64,011$10,669iApproximate average salary by contribution assumption: employee only about $266,713 at 4% or $177,808 at 6%; with 50% employer match about $177,808 at 4% or $118,539 at 6%; with 100% employer match about $133,356 at 4% or $88,904 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-6$488,514$64,011$10,669iApproximate average salary by contribution assumption: employee only about $266,713 at 4% or $177,808 at 6%; with 50% employer match about $177,808 at 4% or $118,539 at 6%; with 100% employer match about $133,356 at 4% or $88,904 at 6%.
201216$570,114$64,684$10,781iApproximate average salary by contribution assumption: employee only about $269,517 at 4% or $179,678 at 6%; with 50% employer match about $179,678 at 4% or $119,785 at 6%; with 100% employer match about $134,758 at 4% or $89,839 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-6$570,114$64,684$10,781iApproximate average salary by contribution assumption: employee only about $269,517 at 4% or $179,678 at 6%; with 50% employer match about $179,678 at 4% or $119,785 at 6%; with 100% employer match about $134,758 at 4% or $89,839 at 6%.
201117$486,849$68,012$9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-7$486,849$68,012$9,716iApproximate average salary by contribution assumption: employee only about $242,900 at 4% or $161,933 at 6%; with 50% employer match about $161,933 at 4% or $107,956 at 6%; with 100% employer match about $121,450 at 4% or $80,967 at 6%.
201016$456,171$72,522$12,087iApproximate average salary by contribution assumption: employee only about $302,175 at 4% or $201,450 at 6%; with 50% employer match about $201,450 at 4% or $134,300 at 6%; with 100% employer match about $151,088 at 4% or $100,725 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-6$456,171$72,522$12,087iApproximate average salary by contribution assumption: employee only about $302,175 at 4% or $201,450 at 6%; with 50% employer match about $201,450 at 4% or $134,300 at 6%; with 100% employer match about $151,088 at 4% or $100,725 at 6%.
200917$364,412$74,803$10,686iApproximate average salary by contribution assumption: employee only about $267,154 at 4% or $178,102 at 6%; with 50% employer match about $178,102 at 4% or $118,735 at 6%; with 100% employer match about $133,577 at 4% or $89,051 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-7$364,412$74,803$10,686iApproximate average salary by contribution assumption: employee only about $267,154 at 4% or $178,102 at 6%; with 50% employer match about $178,102 at 4% or $118,735 at 6%; with 100% employer match about $133,577 at 4% or $89,051 at 6%.
200816$273,037$262,046$43,674iApproximate average salary by contribution assumption: employee only about $1,091,858 at 4% or $727,906 at 6%; with 50% employer match about $727,906 at 4% or $485,270 at 6%; with 100% employer match about $545,929 at 4% or $363,953 at 6%.
Beacon Financial Group Inc. 401K Profit Sharing Plan-6$273,037$262,046$43,674iApproximate average salary by contribution assumption: employee only about $1,091,858 at 4% or $727,906 at 6%; with 50% employer match about $727,906 at 4% or $485,270 at 6%; with 100% employer match about $545,929 at 4% or $363,953 at 6%.
200714$0$0-
Beacon Financial Group Inc. 401K Profit Sharing Plan-4---