Beyond Bookkeeping Inc.
Plan context: Forus 401(K)
EIN 26-0612698 • Encinitas, CA • 15 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,187,633
2025 Contributions
$99,357
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,187,633 | $99,357 | $14,194iApproximate average salary by contribution assumption: employee only about $354,846 at 4% or $236,564 at 6%; with 50% employer match about $236,564 at 4% or $157,710 at 6%; with 100% employer match about $177,423 at 4% or $118,282 at 6%. |
| Forus 401(K) | - | 7 | $1,187,633 | $99,357 | $14,194iApproximate average salary by contribution assumption: employee only about $354,846 at 4% or $236,564 at 6%; with 50% employer match about $236,564 at 4% or $157,710 at 6%; with 100% employer match about $177,423 at 4% or $118,282 at 6%. |
| 2024 | 1 | 9 | $939,146 | $107,031 | $11,892iApproximate average salary by contribution assumption: employee only about $297,308 at 4% or $198,206 at 6%; with 50% employer match about $198,206 at 4% or $132,137 at 6%; with 100% employer match about $148,654 at 4% or $99,103 at 6%. |
| Forus 401(K) | - | 9 | $939,146 | $107,031 | $11,892iApproximate average salary by contribution assumption: employee only about $297,308 at 4% or $198,206 at 6%; with 50% employer match about $198,206 at 4% or $132,137 at 6%; with 100% employer match about $148,654 at 4% or $99,103 at 6%. |
| 2023 | 1 | 9 | $736,746 | $101,890 | $11,321iApproximate average salary by contribution assumption: employee only about $283,028 at 4% or $188,685 at 6%; with 50% employer match about $188,685 at 4% or $125,790 at 6%; with 100% employer match about $141,514 at 4% or $94,343 at 6%. |
| Forus 401(K) | - | 9 | $736,746 | $101,890 | $11,321iApproximate average salary by contribution assumption: employee only about $283,028 at 4% or $188,685 at 6%; with 50% employer match about $188,685 at 4% or $125,790 at 6%; with 100% employer match about $141,514 at 4% or $94,343 at 6%. |
| 2022 | 1 | 9 | $533,904 | $94,325 | $10,481iApproximate average salary by contribution assumption: employee only about $262,014 at 4% or $174,676 at 6%; with 50% employer match about $174,676 at 4% or $116,451 at 6%; with 100% employer match about $131,007 at 4% or $87,338 at 6%. |
| Forus 401(K) | - | 9 | $533,904 | $94,325 | $10,481iApproximate average salary by contribution assumption: employee only about $262,014 at 4% or $174,676 at 6%; with 50% employer match about $174,676 at 4% or $116,451 at 6%; with 100% employer match about $131,007 at 4% or $87,338 at 6%. |
| 2021 | 1 | 9 | $529,236 | $92,623 | $10,291iApproximate average salary by contribution assumption: employee only about $257,286 at 4% or $171,524 at 6%; with 50% employer match about $171,524 at 4% or $114,349 at 6%; with 100% employer match about $128,643 at 4% or $85,762 at 6%. |
| Forus 401(K) | - | 9 | $529,236 | $92,623 | $10,291iApproximate average salary by contribution assumption: employee only about $257,286 at 4% or $171,524 at 6%; with 50% employer match about $171,524 at 4% or $114,349 at 6%; with 100% employer match about $128,643 at 4% or $85,762 at 6%. |
| 2020 | 1 | 8 | $377,151 | $67,574 | $8,447iApproximate average salary by contribution assumption: employee only about $211,169 at 4% or $140,779 at 6%; with 50% employer match about $140,779 at 4% or $93,853 at 6%; with 100% employer match about $105,584 at 4% or $70,390 at 6%. |
| Forus 401(K) | - | 8 | $377,151 | $67,574 | $8,447iApproximate average salary by contribution assumption: employee only about $211,169 at 4% or $140,779 at 6%; with 50% employer match about $140,779 at 4% or $93,853 at 6%; with 100% employer match about $105,584 at 4% or $70,390 at 6%. |
| 2019 | 1 | 7 | $258,921 | $44,985 | $6,426iApproximate average salary by contribution assumption: employee only about $160,661 at 4% or $107,107 at 6%; with 50% employer match about $107,107 at 4% or $71,405 at 6%; with 100% employer match about $80,330 at 4% or $53,554 at 6%. |
| Forus 401(K) | - | 7 | $258,921 | $44,985 | $6,426iApproximate average salary by contribution assumption: employee only about $160,661 at 4% or $107,107 at 6%; with 50% employer match about $107,107 at 4% or $71,405 at 6%; with 100% employer match about $80,330 at 4% or $53,554 at 6%. |
| 2018 | 1 | 8 | $172,763 | $40,878 | $5,110iApproximate average salary by contribution assumption: employee only about $127,744 at 4% or $85,163 at 6%; with 50% employer match about $85,163 at 4% or $56,775 at 6%; with 100% employer match about $63,872 at 4% or $42,581 at 6%. |
| Forus 401(K) | - | 8 | $172,763 | $40,878 | $5,110iApproximate average salary by contribution assumption: employee only about $127,744 at 4% or $85,163 at 6%; with 50% employer match about $85,163 at 4% or $56,775 at 6%; with 100% employer match about $63,872 at 4% or $42,581 at 6%. |
| 2017 | 2 | 8 | $292,802 | $81,540 | $10,193iApproximate average salary by contribution assumption: employee only about $254,813 at 4% or $169,875 at 6%; with 50% employer match about $169,875 at 4% or $113,250 at 6%; with 100% employer match about $127,406 at 4% or $84,938 at 6%. |
| Beyond Bookkeeping Inc. 401K Plan | - | 8 | $146,401 | $40,770 | $5,096iApproximate average salary by contribution assumption: employee only about $127,406 at 4% or $84,938 at 6%; with 50% employer match about $84,938 at 4% or $56,625 at 6%; with 100% employer match about $63,703 at 4% or $42,469 at 6%. |
| Forus 401(K) | - | 8 | $146,401 | $40,770 | $5,096iApproximate average salary by contribution assumption: employee only about $127,406 at 4% or $84,938 at 6%; with 50% employer match about $84,938 at 4% or $56,625 at 6%; with 100% employer match about $63,703 at 4% or $42,469 at 6%. |
| 2016 | 3 | 12 | $201,540 | $116,868 | $9,739iApproximate average salary by contribution assumption: employee only about $243,475 at 4% or $162,317 at 6%; with 50% employer match about $162,317 at 4% or $108,211 at 6%; with 100% employer match about $121,738 at 4% or $81,158 at 6%. |
| Beyond Bookkeeping Inc. 401K Plan | - | 12 | $100,770 | $58,434 | $4,870iApproximate average salary by contribution assumption: employee only about $121,738 at 4% or $81,158 at 6%; with 50% employer match about $81,158 at 4% or $54,106 at 6%; with 100% employer match about $60,869 at 4% or $40,579 at 6%. |
| Forus 401(K) | - | 12 | $100,770 | $58,434 | $4,870iApproximate average salary by contribution assumption: employee only about $121,738 at 4% or $81,158 at 6%; with 50% employer match about $81,158 at 4% or $54,106 at 6%; with 100% employer match about $60,869 at 4% or $40,579 at 6%. |
| Beyond Bookkeeping Inc. 401K Plan | - | 0 | - | - | - |
| 2015 | 1 | 6 | $64,370 | $33,832 | $5,639iApproximate average salary by contribution assumption: employee only about $140,967 at 4% or $93,978 at 6%; with 50% employer match about $93,978 at 4% or $62,652 at 6%; with 100% employer match about $70,483 at 4% or $46,989 at 6%. |
| Beyond Bookkeeping Inc. 401K Plan | - | 6 | $64,370 | $33,832 | $5,639iApproximate average salary by contribution assumption: employee only about $140,967 at 4% or $93,978 at 6%; with 50% employer match about $93,978 at 4% or $62,652 at 6%; with 100% employer match about $70,483 at 4% or $46,989 at 6%. |
| 2014 | 1 | 7 | $35,288 | $36,027 | $5,147iApproximate average salary by contribution assumption: employee only about $128,668 at 4% or $85,779 at 6%; with 50% employer match about $85,779 at 4% or $57,186 at 6%; with 100% employer match about $64,334 at 4% or $42,889 at 6%. |
| Beyond Bookkeeping Inc. 401K Plan | - | 7 | $35,288 | $36,027 | $5,147iApproximate average salary by contribution assumption: employee only about $128,668 at 4% or $85,779 at 6%; with 50% employer match about $85,779 at 4% or $57,186 at 6%; with 100% employer match about $64,334 at 4% or $42,889 at 6%. |