BEECH CREEK FINANCIAL GROUP
Plan context: BEECH CREEK FINANCIAL GROUP 401K PLAN
EIN 26-4228311 • Portland, OR • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$4,854
2025 Contributions
$5,878
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 | 2 | $4,854 | $5,878 | $2,939iApproximate average salary by contribution assumption: employee only about $73,475 at 4% or $48,983 at 6%; with 50% employer match about $48,983 at 4% or $32,656 at 6%; with 100% employer match about $36,738 at 4% or $24,492 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 2 | $4,854 | $5,878 | $2,939iApproximate average salary by contribution assumption: employee only about $73,475 at 4% or $48,983 at 6%; with 50% employer match about $48,983 at 4% or $32,656 at 6%; with 100% employer match about $36,738 at 4% or $24,492 at 6%. |
| 2024 | 1 | 1 | $396,699 | $47,713 | $47,713iApproximate average salary by contribution assumption: employee only about $1,192,825 at 4% or $795,217 at 6%; with 50% employer match about $795,217 at 4% or $530,144 at 6%; with 100% employer match about $596,413 at 4% or $397,608 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 1 | $396,699 | $47,713 | $47,713iApproximate average salary by contribution assumption: employee only about $1,192,825 at 4% or $795,217 at 6%; with 50% employer match about $795,217 at 4% or $530,144 at 6%; with 100% employer match about $596,413 at 4% or $397,608 at 6%. |
| 2023 | 1 | 2 | $298,138 | $40,752 | $20,376iApproximate average salary by contribution assumption: employee only about $509,400 at 4% or $339,600 at 6%; with 50% employer match about $339,600 at 4% or $226,400 at 6%; with 100% employer match about $254,700 at 4% or $169,800 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 2 | $298,138 | $40,752 | $20,376iApproximate average salary by contribution assumption: employee only about $509,400 at 4% or $339,600 at 6%; with 50% employer match about $339,600 at 4% or $226,400 at 6%; with 100% employer match about $254,700 at 4% or $169,800 at 6%. |
| 2022 | 1 | 2 | $185,042 | $33,823 | $16,912iApproximate average salary by contribution assumption: employee only about $422,788 at 4% or $281,858 at 6%; with 50% employer match about $281,858 at 4% or $187,906 at 6%; with 100% employer match about $211,394 at 4% or $140,929 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 2 | $185,042 | $33,823 | $16,912iApproximate average salary by contribution assumption: employee only about $422,788 at 4% or $281,858 at 6%; with 50% employer match about $281,858 at 4% or $187,906 at 6%; with 100% employer match about $211,394 at 4% or $140,929 at 6%. |
| 2021 | 1 | 3 | $248,529 | $47,006 | $15,669iApproximate average salary by contribution assumption: employee only about $391,717 at 4% or $261,144 at 6%; with 50% employer match about $261,144 at 4% or $174,096 at 6%; with 100% employer match about $195,858 at 4% or $130,572 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 3 | $248,529 | $47,006 | $15,669iApproximate average salary by contribution assumption: employee only about $391,717 at 4% or $261,144 at 6%; with 50% employer match about $261,144 at 4% or $174,096 at 6%; with 100% employer match about $195,858 at 4% or $130,572 at 6%. |
| 2020 | 1 | 3 | $159,007 | $35,316 | $11,772iApproximate average salary by contribution assumption: employee only about $294,300 at 4% or $196,200 at 6%; with 50% employer match about $196,200 at 4% or $130,800 at 6%; with 100% employer match about $147,150 at 4% or $98,100 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 3 | $159,007 | $35,316 | $11,772iApproximate average salary by contribution assumption: employee only about $294,300 at 4% or $196,200 at 6%; with 50% employer match about $196,200 at 4% or $130,800 at 6%; with 100% employer match about $147,150 at 4% or $98,100 at 6%. |
| 2019 | 1 | 3 | $87,347 | $33,446 | $11,149iApproximate average salary by contribution assumption: employee only about $278,717 at 4% or $185,811 at 6%; with 50% employer match about $185,811 at 4% or $123,874 at 6%; with 100% employer match about $139,358 at 4% or $92,906 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 3 | $87,347 | $33,446 | $11,149iApproximate average salary by contribution assumption: employee only about $278,717 at 4% or $185,811 at 6%; with 50% employer match about $185,811 at 4% or $123,874 at 6%; with 100% employer match about $139,358 at 4% or $92,906 at 6%. |
| 2018 | 1 | 3 | $35,578 | $29,984 | $9,995iApproximate average salary by contribution assumption: employee only about $249,867 at 4% or $166,578 at 6%; with 50% employer match about $166,578 at 4% or $111,052 at 6%; with 100% employer match about $124,933 at 4% or $83,289 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 3 | $35,578 | $29,984 | $9,995iApproximate average salary by contribution assumption: employee only about $249,867 at 4% or $166,578 at 6%; with 50% employer match about $166,578 at 4% or $111,052 at 6%; with 100% employer match about $124,933 at 4% or $83,289 at 6%. |
| 2017 | 1 | 2 | $9,099 | $8,236 | $4,118iApproximate average salary by contribution assumption: employee only about $102,950 at 4% or $68,633 at 6%; with 50% employer match about $68,633 at 4% or $45,756 at 6%; with 100% employer match about $51,475 at 4% or $34,317 at 6%. |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 2 | $9,099 | $8,236 | $4,118iApproximate average salary by contribution assumption: employee only about $102,950 at 4% or $68,633 at 6%; with 50% employer match about $68,633 at 4% or $45,756 at 6%; with 100% employer match about $51,475 at 4% or $34,317 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| BEECH CREEK FINANCIAL GROUP 401K PLAN | - | 0 | $0 | $0 | - |