Civic Intelligence

Beverly Hills Wealth Management

Plan context: Beverly Hills Wealth Management 401(K)

EIN 27-1423010 • Beverly Hills, CA • 3 filings • 1 plans

9454 Wilshire Blvd#710Beverly Hills, CA 90212
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$50,323

2017 Contributions

$30,031

Historical Graphs

Total Assets Over Time

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

$457,362$228,681$0201520162017YearValue
$50,323Latest year 2017

Participants Over Time

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

950201520162017YearValue
2Latest year 2017

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
201712$50,323$0-
Beverly Hills Wealth Management 401(K)-2$50,323--
201614$51,274$30,031$7,508iApproximate average salary by contribution assumption: employee only about $187,694 at 4% or $125,129 at 6%; with 50% employer match about $125,129 at 4% or $83,419 at 6%; with 100% employer match about $93,847 at 4% or $62,565 at 6%.
Beverly Hills Wealth Management 401(K)-4$51,274$30,031$7,508iApproximate average salary by contribution assumption: employee only about $187,694 at 4% or $125,129 at 6%; with 50% employer match about $125,129 at 4% or $83,419 at 6%; with 100% employer match about $93,847 at 4% or $62,565 at 6%.
201519$457,362$64,654$7,184iApproximate average salary by contribution assumption: employee only about $179,594 at 4% or $119,730 at 6%; with 50% employer match about $119,730 at 4% or $79,820 at 6%; with 100% employer match about $89,797 at 4% or $59,865 at 6%.
Beverly Hills Wealth Management 401(K)-9$457,362$64,654$7,184iApproximate average salary by contribution assumption: employee only about $179,594 at 4% or $119,730 at 6%; with 50% employer match about $119,730 at 4% or $79,820 at 6%; with 100% employer match about $89,797 at 4% or $59,865 at 6%.