Civic Intelligence

Beta Theta Pi

Plan context: Beta Theta Pi 401(K) Profit Sharing Plan and Trust

EIN 31-0531047 • Oxford, OH • 17 filings • 5 plans

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5134 Bonham RoadOxford, OH 45056
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,816,653

2017 Contributions

$168,649

Historical Graphs

Total Assets Over Time

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

$1,816,653$908,327$0200120092016YearValue
$1,816,653Latest year 2016

Participants Over Time

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

61310200120092017YearValue
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$0$168,649$84,325iApproximate average salary by contribution assumption: employee only about $2,108,113 at 4% or $1,405,408 at 6%; with 50% employer match about $1,405,408 at 4% or $936,939 at 6%; with 100% employer match about $1,054,056 at 4% or $702,704 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-2-$168,649$84,325iApproximate average salary by contribution assumption: employee only about $2,108,113 at 4% or $1,405,408 at 6%; with 50% employer match about $1,405,408 at 4% or $936,939 at 6%; with 100% employer match about $1,054,056 at 4% or $702,704 at 6%.
2016134$1,816,653$300,436$8,836iApproximate average salary by contribution assumption: employee only about $220,909 at 4% or $147,273 at 6%; with 50% employer match about $147,273 at 4% or $98,182 at 6%; with 100% employer match about $110,454 at 4% or $73,636 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-34$1,816,653$300,436$8,836iApproximate average salary by contribution assumption: employee only about $220,909 at 4% or $147,273 at 6%; with 50% employer match about $147,273 at 4% or $98,182 at 6%; with 100% employer match about $110,454 at 4% or $73,636 at 6%.
2015139$1,695,450$292,304$7,495iApproximate average salary by contribution assumption: employee only about $187,374 at 4% or $124,916 at 6%; with 50% employer match about $124,916 at 4% or $83,277 at 6%; with 100% employer match about $93,687 at 4% or $62,458 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-39$1,695,450$292,304$7,495iApproximate average salary by contribution assumption: employee only about $187,374 at 4% or $124,916 at 6%; with 50% employer match about $124,916 at 4% or $83,277 at 6%; with 100% employer match about $93,687 at 4% or $62,458 at 6%.
2014133$1,582,854$267,635$8,110iApproximate average salary by contribution assumption: employee only about $202,754 at 4% or $135,169 at 6%; with 50% employer match about $135,169 at 4% or $90,113 at 6%; with 100% employer match about $101,377 at 4% or $67,585 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-33$1,582,854$267,635$8,110iApproximate average salary by contribution assumption: employee only about $202,754 at 4% or $135,169 at 6%; with 50% employer match about $135,169 at 4% or $90,113 at 6%; with 100% employer match about $101,377 at 4% or $67,585 at 6%.
2013149$1,315,796$246,858$5,038iApproximate average salary by contribution assumption: employee only about $125,948 at 4% or $83,965 at 6%; with 50% employer match about $83,965 at 4% or $55,977 at 6%; with 100% employer match about $62,974 at 4% or $41,983 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-49$1,315,796$246,858$5,038iApproximate average salary by contribution assumption: employee only about $125,948 at 4% or $83,965 at 6%; with 50% employer match about $83,965 at 4% or $55,977 at 6%; with 100% employer match about $62,974 at 4% or $41,983 at 6%.
2012157$842,324$127,892$2,244iApproximate average salary by contribution assumption: employee only about $56,093 at 4% or $37,395 at 6%; with 50% employer match about $37,395 at 4% or $24,930 at 6%; with 100% employer match about $28,046 at 4% or $18,698 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-57$842,324$127,892$2,244iApproximate average salary by contribution assumption: employee only about $56,093 at 4% or $37,395 at 6%; with 50% employer match about $37,395 at 4% or $24,930 at 6%; with 100% employer match about $28,046 at 4% or $18,698 at 6%.
2011161$719,464$138,230$2,266iApproximate average salary by contribution assumption: employee only about $56,652 at 4% or $37,768 at 6%; with 50% employer match about $37,768 at 4% or $25,179 at 6%; with 100% employer match about $28,326 at 4% or $18,884 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-61$719,464$138,230$2,266iApproximate average salary by contribution assumption: employee only about $56,652 at 4% or $37,768 at 6%; with 50% employer match about $37,768 at 4% or $25,179 at 6%; with 100% employer match about $28,326 at 4% or $18,884 at 6%.
2010144$631,154$83,332$1,894iApproximate average salary by contribution assumption: employee only about $47,348 at 4% or $31,565 at 6%; with 50% employer match about $31,565 at 4% or $21,043 at 6%; with 100% employer match about $23,674 at 4% or $15,783 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-44$631,154$83,332$1,894iApproximate average salary by contribution assumption: employee only about $47,348 at 4% or $31,565 at 6%; with 50% employer match about $31,565 at 4% or $21,043 at 6%; with 100% employer match about $23,674 at 4% or $15,783 at 6%.
2009137$588,531$96,984$2,621iApproximate average salary by contribution assumption: employee only about $65,530 at 4% or $43,686 at 6%; with 50% employer match about $43,686 at 4% or $29,124 at 6%; with 100% employer match about $32,765 at 4% or $21,843 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-37$588,531$96,984$2,621iApproximate average salary by contribution assumption: employee only about $65,530 at 4% or $43,686 at 6%; with 50% employer match about $43,686 at 4% or $29,124 at 6%; with 100% employer match about $32,765 at 4% or $21,843 at 6%.
2008130$393,685$115,697$3,857iApproximate average salary by contribution assumption: employee only about $96,414 at 4% or $64,276 at 6%; with 50% employer match about $64,276 at 4% or $42,851 at 6%; with 100% employer match about $48,207 at 4% or $32,138 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-30$393,685$115,697$3,857iApproximate average salary by contribution assumption: employee only about $96,414 at 4% or $64,276 at 6%; with 50% employer match about $64,276 at 4% or $42,851 at 6%; with 100% employer match about $48,207 at 4% or $32,138 at 6%.
2007130$550,778$119,712$3,990iApproximate average salary by contribution assumption: employee only about $99,760 at 4% or $66,507 at 6%; with 50% employer match about $66,507 at 4% or $44,338 at 6%; with 100% employer match about $49,880 at 4% or $33,253 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-30$550,778$119,712$3,990iApproximate average salary by contribution assumption: employee only about $99,760 at 4% or $66,507 at 6%; with 50% employer match about $66,507 at 4% or $44,338 at 6%; with 100% employer match about $49,880 at 4% or $33,253 at 6%.
2006129$486,787$88,137$3,039iApproximate average salary by contribution assumption: employee only about $75,980 at 4% or $50,653 at 6%; with 50% employer match about $50,653 at 4% or $33,769 at 6%; with 100% employer match about $37,990 at 4% or $25,327 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-29$486,787$88,137$3,039iApproximate average salary by contribution assumption: employee only about $75,980 at 4% or $50,653 at 6%; with 50% employer match about $50,653 at 4% or $33,769 at 6%; with 100% employer match about $37,990 at 4% or $25,327 at 6%.
2005122$362,353$74,909$3,405iApproximate average salary by contribution assumption: employee only about $85,124 at 4% or $56,749 at 6%; with 50% employer match about $56,749 at 4% or $37,833 at 6%; with 100% employer match about $42,562 at 4% or $28,375 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-22$362,353$74,909$3,405iApproximate average salary by contribution assumption: employee only about $85,124 at 4% or $56,749 at 6%; with 50% employer match about $56,749 at 4% or $37,833 at 6%; with 100% employer match about $42,562 at 4% or $28,375 at 6%.
2004124$290,039$58,362$2,432iApproximate average salary by contribution assumption: employee only about $60,794 at 4% or $40,529 at 6%; with 50% employer match about $40,529 at 4% or $27,019 at 6%; with 100% employer match about $30,397 at 4% or $20,265 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-24$290,039$58,362$2,432iApproximate average salary by contribution assumption: employee only about $60,794 at 4% or $40,529 at 6%; with 50% employer match about $40,529 at 4% or $27,019 at 6%; with 100% employer match about $30,397 at 4% or $20,265 at 6%.
2003125$216,561$48,086$1,923iApproximate average salary by contribution assumption: employee only about $48,086 at 4% or $32,057 at 6%; with 50% employer match about $32,057 at 4% or $21,372 at 6%; with 100% employer match about $24,043 at 4% or $16,029 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-25$216,561$48,086$1,923iApproximate average salary by contribution assumption: employee only about $48,086 at 4% or $32,057 at 6%; with 50% employer match about $32,057 at 4% or $21,372 at 6%; with 100% employer match about $24,043 at 4% or $16,029 at 6%.
2002125$144,035$55,728$2,229iApproximate average salary by contribution assumption: employee only about $55,728 at 4% or $37,152 at 6%; with 50% employer match about $37,152 at 4% or $24,768 at 6%; with 100% employer match about $27,864 at 4% or $18,576 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-25$144,035$55,728$2,229iApproximate average salary by contribution assumption: employee only about $55,728 at 4% or $37,152 at 6%; with 50% employer match about $37,152 at 4% or $24,768 at 6%; with 100% employer match about $27,864 at 4% or $18,576 at 6%.
2001122$114,189$57,543$2,616iApproximate average salary by contribution assumption: employee only about $65,390 at 4% or $43,593 at 6%; with 50% employer match about $43,593 at 4% or $29,062 at 6%; with 100% employer match about $32,695 at 4% or $21,797 at 6%.
Beta Theta Pi 401(K) Profit Sharing Plan and Trust-22$114,189$57,543$2,616iApproximate average salary by contribution assumption: employee only about $65,390 at 4% or $43,593 at 6%; with 50% employer match about $43,593 at 4% or $29,062 at 6%; with 100% employer match about $32,695 at 4% or $21,797 at 6%.