Civic Intelligence

Beyond Finance LLC.

Plan context: Beyond Finance LLC 401(K) Plan

EIN 27-4222275 • Houston, TX • 18 filings • 6 plans

7322 Southwest FreewaySuite 1200Houston, TX 77074
Current Snapshot

Latest Year

2024

2024 Participants

2,366

2024 Assets

$39,731,168

2024 Contributions

$15,503,287

Historical Graphs

Total Assets Over Time

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

$39,731,168$19,865,584$0201320192024YearValue
$39,731,168Latest year 2024

Participants Over Time

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

2,3661,1830201320192024YearValue
2,366Latest 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
202422,366$39,731,168$15,503,287$6,553iApproximate average salary by contribution assumption: employee only about $163,813 at 4% or $109,209 at 6%; with 50% employer match about $109,209 at 4% or $72,806 at 6%; with 100% employer match about $81,907 at 4% or $54,604 at 6%.
Beyond Finance LLC 401(K) Plan-2,366$39,731,168$15,503,287$6,553iApproximate average salary by contribution assumption: employee only about $163,813 at 4% or $109,209 at 6%; with 50% employer match about $109,209 at 4% or $72,806 at 6%; with 100% employer match about $81,907 at 4% or $54,604 at 6%.
Beyond Finance Employee Welfare Benefit Plan-2,346---
202321,836$24,815,353$11,091,474$6,041iApproximate average salary by contribution assumption: employee only about $151,028 at 4% or $100,685 at 6%; with 50% employer match about $100,685 at 4% or $67,123 at 6%; with 100% employer match about $75,514 at 4% or $50,343 at 6%.
Beyond Finance LLC 401(K) Plan-1,734$24,815,353$11,091,474$6,396iApproximate average salary by contribution assumption: employee only about $159,912 at 4% or $106,608 at 6%; with 50% employer match about $106,608 at 4% or $71,072 at 6%; with 100% employer match about $79,956 at 4% or $53,304 at 6%.
Beyond Finance Employee Welfare Benefit Plan-1,836---
202211,048$12,087,650$6,119,612$5,839iApproximate average salary by contribution assumption: employee only about $145,983 at 4% or $97,322 at 6%; with 50% employer match about $97,322 at 4% or $64,881 at 6%; with 100% employer match about $72,992 at 4% or $48,661 at 6%.
Beyond Finance LLC 401(K) Plan-1,048$12,087,650$6,119,612$5,839iApproximate average salary by contribution assumption: employee only about $145,983 at 4% or $97,322 at 6%; with 50% employer match about $97,322 at 4% or $64,881 at 6%; with 100% employer match about $72,992 at 4% or $48,661 at 6%.
20211714$8,843,769$3,260,166$4,566iApproximate average salary by contribution assumption: employee only about $114,151 at 4% or $76,101 at 6%; with 50% employer match about $76,101 at 4% or $50,734 at 6%; with 100% employer match about $57,076 at 4% or $38,050 at 6%.
Beyond Finance LLC 401(K) Plan-714$8,843,769$3,260,166$4,566iApproximate average salary by contribution assumption: employee only about $114,151 at 4% or $76,101 at 6%; with 50% employer match about $76,101 at 4% or $50,734 at 6%; with 100% employer match about $57,076 at 4% or $38,050 at 6%.
20203280$5,412,903$2,171,282$7,755iApproximate average salary by contribution assumption: employee only about $193,864 at 4% or $129,243 at 6%; with 50% employer match about $129,243 at 4% or $86,162 at 6%; with 100% employer match about $96,932 at 4% or $64,621 at 6%.
Beyond Finance LLC 401(K) Plan-280$2,893,839$1,728,873$6,175iApproximate average salary by contribution assumption: employee only about $154,364 at 4% or $102,909 at 6%; with 50% employer match about $102,909 at 4% or $68,606 at 6%; with 100% employer match about $77,182 at 4% or $51,455 at 6%.
Beyond Finance LLC 401(K) Plan-62$2,519,064$442,409$7,136iApproximate average salary by contribution assumption: employee only about $178,391 at 4% or $118,927 at 6%; with 50% employer match about $118,927 at 4% or $79,285 at 6%; with 100% employer match about $89,195 at 4% or $59,464 at 6%.
Beyond Finance Employee Welfare Benefit Plan-0---
20192241$1,910,379$468,452$1,944iApproximate average salary by contribution assumption: employee only about $48,595 at 4% or $32,396 at 6%; with 50% employer match about $32,396 at 4% or $21,598 at 6%; with 100% employer match about $24,297 at 4% or $16,198 at 6%.
Beyond Finance LLC 401(K) Plan-63$1,910,379$468,452$7,436iApproximate average salary by contribution assumption: employee only about $185,894 at 4% or $123,929 at 6%; with 50% employer match about $123,929 at 4% or $82,619 at 6%; with 100% employer match about $92,947 at 4% or $61,965 at 6%.
Beyond Finance Employee Welfare Benefit Plan-241---
2018294$1,214,962$297,590$3,166iApproximate average salary by contribution assumption: employee only about $79,146 at 4% or $52,764 at 6%; with 50% employer match about $52,764 at 4% or $35,176 at 6%; with 100% employer match about $39,573 at 4% or $26,382 at 6%.
Beyond Finance LLC 401(K) Plan-46$1,214,962$297,590$6,469iApproximate average salary by contribution assumption: employee only about $161,734 at 4% or $107,822 at 6%; with 50% employer match about $107,822 at 4% or $71,882 at 6%; with 100% employer match about $80,867 at 4% or $53,911 at 6%.
Beyond Finance Employee Welfare Benefit Plan-94---
2017135$1,065,237$231,201$6,606iApproximate average salary by contribution assumption: employee only about $165,144 at 4% or $110,096 at 6%; with 50% employer match about $110,096 at 4% or $73,397 at 6%; with 100% employer match about $82,572 at 4% or $55,048 at 6%.
Beyond Finance LLC 401(K) Plan-35$1,065,237$231,201$6,606iApproximate average salary by contribution assumption: employee only about $165,144 at 4% or $110,096 at 6%; with 50% employer match about $110,096 at 4% or $73,397 at 6%; with 100% employer match about $82,572 at 4% or $55,048 at 6%.
2016120$707,027$173,321$8,666iApproximate average salary by contribution assumption: employee only about $216,651 at 4% or $144,434 at 6%; with 50% employer match about $144,434 at 4% or $96,289 at 6%; with 100% employer match about $108,326 at 4% or $72,217 at 6%.
Beyond Finance LLC 401(K) Plan-20$707,027$173,321$8,666iApproximate average salary by contribution assumption: employee only about $216,651 at 4% or $144,434 at 6%; with 50% employer match about $144,434 at 4% or $96,289 at 6%; with 100% employer match about $108,326 at 4% or $72,217 at 6%.
2015115$525,342$144,904$9,660iApproximate average salary by contribution assumption: employee only about $241,507 at 4% or $161,004 at 6%; with 50% employer match about $161,004 at 4% or $107,336 at 6%; with 100% employer match about $120,753 at 4% or $80,502 at 6%.
Beyond Finance LLC 401(K) Plan-15$525,342$144,904$9,660iApproximate average salary by contribution assumption: employee only about $241,507 at 4% or $161,004 at 6%; with 50% employer match about $161,004 at 4% or $107,336 at 6%; with 100% employer match about $120,753 at 4% or $80,502 at 6%.
2014114$405,659$121,621$8,687iApproximate average salary by contribution assumption: employee only about $217,180 at 4% or $144,787 at 6%; with 50% employer match about $144,787 at 4% or $96,525 at 6%; with 100% employer match about $108,590 at 4% or $72,393 at 6%.
Beyond Finance LLC 401(K) Plan-14$405,659$121,621$8,687iApproximate average salary by contribution assumption: employee only about $217,180 at 4% or $144,787 at 6%; with 50% employer match about $144,787 at 4% or $96,525 at 6%; with 100% employer match about $108,590 at 4% or $72,393 at 6%.
201319$270,630$102,638$11,404iApproximate average salary by contribution assumption: employee only about $285,106 at 4% or $190,070 at 6%; with 50% employer match about $190,070 at 4% or $126,714 at 6%; with 100% employer match about $142,553 at 4% or $95,035 at 6%.
Beyond Finance LLC 401(K) Plan-9$270,630$102,638$11,404iApproximate average salary by contribution assumption: employee only about $285,106 at 4% or $190,070 at 6%; with 50% employer match about $190,070 at 4% or $126,714 at 6%; with 100% employer match about $142,553 at 4% or $95,035 at 6%.