Civic Intelligence

Copper Beech Financial Group LLC

Plan context: COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN

EIN 27-0331584 • Moorestown, NJ • 27 filings • 4 plans

1223 North Church Street1st FloorMoorestown, NJ 08057
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$720,491

2024 Contributions

$72,609

Historical Graphs

Total Assets Over Time

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

$1,639,511$819,756$0201020172024YearValue
$720,491Latest year 2024

Participants Over Time

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

1050201020172024YearValue
10Latest 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
2024210$720,491$72,609$7,261iApproximate average salary by contribution assumption: employee only about $181,523 at 4% or $121,015 at 6%; with 50% employer match about $121,015 at 4% or $80,677 at 6%; with 100% employer match about $90,761 at 4% or $60,508 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-10$720,491$72,609$7,261iApproximate average salary by contribution assumption: employee only about $181,523 at 4% or $121,015 at 6%; with 50% employer match about $121,015 at 4% or $80,677 at 6%; with 100% employer match about $90,761 at 4% or $60,508 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-0$0--
202328$1,639,511$69,154$8,644iApproximate average salary by contribution assumption: employee only about $216,106 at 4% or $144,071 at 6%; with 50% employer match about $144,071 at 4% or $96,047 at 6%; with 100% employer match about $108,053 at 4% or $72,035 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-8$921,447--
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-6$718,064$69,154$11,526iApproximate average salary by contribution assumption: employee only about $288,142 at 4% or $192,094 at 6%; with 50% employer match about $192,094 at 4% or $128,063 at 6%; with 100% employer match about $144,071 at 4% or $96,047 at 6%.
202228$1,328,742$78,149$9,769iApproximate average salary by contribution assumption: employee only about $244,216 at 4% or $162,810 at 6%; with 50% employer match about $162,810 at 4% or $108,540 at 6%; with 100% employer match about $122,108 at 4% or $81,405 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-8$785,917$11,502$1,438iApproximate average salary by contribution assumption: employee only about $35,944 at 4% or $23,963 at 6%; with 50% employer match about $23,963 at 4% or $15,975 at 6%; with 100% employer match about $17,972 at 4% or $11,981 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-7$542,825$66,647$9,521iApproximate average salary by contribution assumption: employee only about $238,025 at 4% or $158,683 at 6%; with 50% employer match about $158,683 at 4% or $105,789 at 6%; with 100% employer match about $119,013 at 4% or $79,342 at 6%.
202127$1,498,014$60,146$8,592iApproximate average salary by contribution assumption: employee only about $214,807 at 4% or $143,205 at 6%; with 50% employer match about $143,205 at 4% or $95,470 at 6%; with 100% employer match about $107,404 at 4% or $71,602 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-7$847,146--
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-6$650,868$60,146$10,024iApproximate average salary by contribution assumption: employee only about $250,608 at 4% or $167,072 at 6%; with 50% employer match about $167,072 at 4% or $111,381 at 6%; with 100% employer match about $125,304 at 4% or $83,536 at 6%.
202027$1,216,026$52,923$7,560iApproximate average salary by contribution assumption: employee only about $189,011 at 4% or $126,007 at 6%; with 50% employer match about $126,007 at 4% or $84,005 at 6%; with 100% employer match about $94,505 at 4% or $63,004 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-7$694,315--
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-6$521,711$52,923$8,821iApproximate average salary by contribution assumption: employee only about $220,513 at 4% or $147,008 at 6%; with 50% employer match about $147,008 at 4% or $98,006 at 6%; with 100% employer match about $110,256 at 4% or $73,504 at 6%.
201927$1,023,666$245,715$35,102iApproximate average salary by contribution assumption: employee only about $877,554 at 4% or $585,036 at 6%; with 50% employer match about $585,036 at 4% or $390,024 at 6%; with 100% employer match about $438,777 at 4% or $292,518 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-7$655,799$187,225$26,746iApproximate average salary by contribution assumption: employee only about $668,661 at 4% or $445,774 at 6%; with 50% employer match about $445,774 at 4% or $297,183 at 6%; with 100% employer match about $334,330 at 4% or $222,887 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-6$367,867$58,490$9,748iApproximate average salary by contribution assumption: employee only about $243,708 at 4% or $162,472 at 6%; with 50% employer match about $162,472 at 4% or $108,315 at 6%; with 100% employer match about $121,854 at 4% or $81,236 at 6%.
201827$638,632$96,302$13,757iApproximate average salary by contribution assumption: employee only about $343,936 at 4% or $229,290 at 6%; with 50% employer match about $229,290 at 4% or $152,860 at 6%; with 100% employer match about $171,968 at 4% or $114,645 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-7$385,733$41,526$5,932iApproximate average salary by contribution assumption: employee only about $148,307 at 4% or $98,871 at 6%; with 50% employer match about $98,871 at 4% or $65,914 at 6%; with 100% employer match about $74,154 at 4% or $49,436 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-7$252,899$54,776$7,825iApproximate average salary by contribution assumption: employee only about $195,629 at 4% or $130,419 at 6%; with 50% employer match about $130,419 at 4% or $86,946 at 6%; with 100% employer match about $97,814 at 4% or $65,210 at 6%.
201727$599,834$67,710$9,673iApproximate average salary by contribution assumption: employee only about $241,821 at 4% or $161,214 at 6%; with 50% employer match about $161,214 at 4% or $107,476 at 6%; with 100% employer match about $120,911 at 4% or $80,607 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-7$383,515$16,880$2,411iApproximate average salary by contribution assumption: employee only about $60,286 at 4% or $40,190 at 6%; with 50% employer match about $40,190 at 4% or $26,794 at 6%; with 100% employer match about $30,143 at 4% or $20,095 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401(K) PLAN-7$216,319$50,830$7,261iApproximate average salary by contribution assumption: employee only about $181,536 at 4% or $121,024 at 6%; with 50% employer match about $121,024 at 4% or $80,683 at 6%; with 100% employer match about $90,768 at 4% or $60,512 at 6%.
201636$479,968$245,904$40,984iApproximate average salary by contribution assumption: employee only about $1,024,600 at 4% or $683,067 at 6%; with 50% employer match about $683,067 at 4% or $455,378 at 6%; with 100% employer match about $512,300 at 4% or $341,533 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-4$337,555$200,100$50,025iApproximate average salary by contribution assumption: employee only about $1,250,625 at 4% or $833,750 at 6%; with 50% employer match about $833,750 at 4% or $555,833 at 6%; with 100% employer match about $625,313 at 4% or $416,875 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-6$142,413$45,804$7,634iApproximate average salary by contribution assumption: employee only about $190,850 at 4% or $127,233 at 6%; with 50% employer match about $127,233 at 4% or $84,822 at 6%; with 100% employer match about $95,425 at 4% or $63,617 at 6%.
Copper Beech Financial Group LLC Profit Sharing Plan-0$0--
201534$696,655$186,022$46,506iApproximate average salary by contribution assumption: employee only about $1,162,638 at 4% or $775,092 at 6%; with 50% employer match about $775,092 at 4% or $516,728 at 6%; with 100% employer match about $581,319 at 4% or $387,546 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-4$555,207$44,574$11,144iApproximate average salary by contribution assumption: employee only about $278,588 at 4% or $185,725 at 6%; with 50% employer match about $185,725 at 4% or $123,817 at 6%; with 100% employer match about $139,294 at 4% or $92,863 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC CASH BALANCE PLAN-4$135,037$135,037$33,759iApproximate average salary by contribution assumption: employee only about $843,981 at 4% or $562,654 at 6%; with 50% employer match about $562,654 at 4% or $375,103 at 6%; with 100% employer match about $421,991 at 4% or $281,327 at 6%.
Copper Beech Financial Group LLC Profit Sharing Plan-3$6,411$6,411$2,137iApproximate average salary by contribution assumption: employee only about $53,425 at 4% or $35,617 at 6%; with 50% employer match about $35,617 at 4% or $23,744 at 6%; with 100% employer match about $26,713 at 4% or $17,808 at 6%.
201418$505,775$75,610$9,451iApproximate average salary by contribution assumption: employee only about $236,281 at 4% or $157,521 at 6%; with 50% employer match about $157,521 at 4% or $105,014 at 6%; with 100% employer match about $118,141 at 4% or $78,760 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-8$505,775$75,610$9,451iApproximate average salary by contribution assumption: employee only about $236,281 at 4% or $157,521 at 6%; with 50% employer match about $157,521 at 4% or $105,014 at 6%; with 100% employer match about $118,141 at 4% or $78,760 at 6%.
201317$417,146$81,830$11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-7$417,146$81,830$11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%.
201216$282,294$52,079$8,680iApproximate average salary by contribution assumption: employee only about $216,996 at 4% or $144,664 at 6%; with 50% employer match about $144,664 at 4% or $96,443 at 6%; with 100% employer match about $108,498 at 4% or $72,332 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-6$282,294$52,079$8,680iApproximate average salary by contribution assumption: employee only about $216,996 at 4% or $144,664 at 6%; with 50% employer match about $144,664 at 4% or $96,443 at 6%; with 100% employer match about $108,498 at 4% or $72,332 at 6%.
201114$209,590$50,261$12,565iApproximate average salary by contribution assumption: employee only about $314,131 at 4% or $209,421 at 6%; with 50% employer match about $209,421 at 4% or $139,614 at 6%; with 100% employer match about $157,066 at 4% or $104,710 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-4$209,590$50,261$12,565iApproximate average salary by contribution assumption: employee only about $314,131 at 4% or $209,421 at 6%; with 50% employer match about $209,421 at 4% or $139,614 at 6%; with 100% employer match about $157,066 at 4% or $104,710 at 6%.
201015$166,412$147,486$29,497iApproximate average salary by contribution assumption: employee only about $737,430 at 4% or $491,620 at 6%; with 50% employer match about $491,620 at 4% or $327,747 at 6%; with 100% employer match about $368,715 at 4% or $245,810 at 6%.
COPPER BEECH FINANCIAL GROUP, LLC 401K PLAN-5$166,412$147,486$29,497iApproximate average salary by contribution assumption: employee only about $737,430 at 4% or $491,620 at 6%; with 50% employer match about $491,620 at 4% or $327,747 at 6%; with 100% employer match about $368,715 at 4% or $245,810 at 6%.