Beacon Pointe Advisors LLC
Plan context: Beacon Pointe 401(K) Plan
EIN 27-0636826 • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
569
2024 Assets
$54,201,118
2024 Contributions
$10,381,154
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 569 | $54,201,118 | $10,381,154 | $18,245iApproximate average salary by contribution assumption: employee only about $456,114 at 4% or $304,076 at 6%; with 50% employer match about $304,076 at 4% or $202,717 at 6%; with 100% employer match about $228,057 at 4% or $152,038 at 6%. |
| Beacon Pointe 401(K) Plan | - | 569 | $54,201,118 | $10,381,154 | $18,245iApproximate average salary by contribution assumption: employee only about $456,114 at 4% or $304,076 at 6%; with 50% employer match about $304,076 at 4% or $202,717 at 6%; with 100% employer match about $228,057 at 4% or $152,038 at 6%. |
| Beacon Pointe Health and Welfare Benefit Plan | - | 561 | - | - | - |
| 2023 | 2 | 461 | $38,826,224 | $7,885,896 | $17,106iApproximate average salary by contribution assumption: employee only about $427,652 at 4% or $285,101 at 6%; with 50% employer match about $285,101 at 4% or $190,067 at 6%; with 100% employer match about $213,826 at 4% or $142,551 at 6%. |
| Beacon Pointe 401(K) Plan | - | 445 | $38,826,224 | $7,885,896 | $17,721iApproximate average salary by contribution assumption: employee only about $443,028 at 4% or $295,352 at 6%; with 50% employer match about $295,352 at 4% or $196,901 at 6%; with 100% employer match about $221,514 at 4% or $147,676 at 6%. |
| Beacon Pointe Health and Welfare Benefit Plan | - | 461 | - | - | - |
| 2022 | 2 | 382 | $27,512,827 | $9,586,511 | $25,096iApproximate average salary by contribution assumption: employee only about $627,389 at 4% or $418,260 at 6%; with 50% employer match about $418,260 at 4% or $278,840 at 6%; with 100% employer match about $313,695 at 4% or $209,130 at 6%. |
| Beacon Pointe 401(K) Plan | - | 382 | $27,512,827 | $9,586,511 | $25,096iApproximate average salary by contribution assumption: employee only about $627,389 at 4% or $418,260 at 6%; with 50% employer match about $418,260 at 4% or $278,840 at 6%; with 100% employer match about $313,695 at 4% or $209,130 at 6%. |
| Beacon Pointe Health and Welfare Benefit Plan | - | 312 | - | - | - |
| 2021 | 2 | 274 | $21,800,413 | $6,298,651 | $22,988iApproximate average salary by contribution assumption: employee only about $574,694 at 4% or $383,130 at 6%; with 50% employer match about $383,130 at 4% or $255,420 at 6%; with 100% employer match about $287,347 at 4% or $191,565 at 6%. |
| Beacon Pointe 401(K) Plan | - | 274 | $21,800,413 | $6,298,651 | $22,988iApproximate average salary by contribution assumption: employee only about $574,694 at 4% or $383,130 at 6%; with 50% employer match about $383,130 at 4% or $255,420 at 6%; with 100% employer match about $287,347 at 4% or $191,565 at 6%. |
| Beacon Pointe Health and Welfare Benefit Plan | - | 226 | - | - | - |
| 2020 | 1 | 177 | $13,889,615 | $2,173,479 | $12,280iApproximate average salary by contribution assumption: employee only about $306,989 at 4% or $204,659 at 6%; with 50% employer match about $204,659 at 4% or $136,439 at 6%; with 100% employer match about $153,494 at 4% or $102,330 at 6%. |
| Beacon Pointe 401(K) Plan | - | 177 | $13,889,615 | $2,173,479 | $12,280iApproximate average salary by contribution assumption: employee only about $306,989 at 4% or $204,659 at 6%; with 50% employer match about $204,659 at 4% or $136,439 at 6%; with 100% employer match about $153,494 at 4% or $102,330 at 6%. |