Civic Intelligence

Beard Pension Financial Services

Plan context: Bruce J. Beard Profit Sharing Plan

EIN 34-1443662 • 12 filings • 3 plans

Current Snapshot

Latest Year

2007

2007 Participants

8

2007 Assets

$2,729,892

2007 Contributions

$103,500

Historical Graphs

Total Assets Over Time

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

$2,729,892$1,364,946$0199920042007YearValue
$2,729,892Latest year 2007

Participants Over Time

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

840199920032007YearValue
8Latest year 2007

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
200718$2,729,892$103,500$12,938iApproximate average salary by contribution assumption: employee only about $323,438 at 4% or $215,625 at 6%; with 50% employer match about $215,625 at 4% or $143,750 at 6%; with 100% employer match about $161,719 at 4% or $107,813 at 6%.
Bruce J. Beard Profit Sharing Plan-8$2,729,892$103,500$12,938iApproximate average salary by contribution assumption: employee only about $323,438 at 4% or $215,625 at 6%; with 50% employer match about $215,625 at 4% or $143,750 at 6%; with 100% employer match about $161,719 at 4% or $107,813 at 6%.
200618$2,504,336$102,500$12,813iApproximate average salary by contribution assumption: employee only about $320,313 at 4% or $213,542 at 6%; with 50% employer match about $213,542 at 4% or $142,361 at 6%; with 100% employer match about $160,156 at 4% or $106,771 at 6%.
Bruce J. Beard Profit Sharing Plan-8$2,504,336$102,500$12,813iApproximate average salary by contribution assumption: employee only about $320,313 at 4% or $213,542 at 6%; with 50% employer match about $213,542 at 4% or $142,361 at 6%; with 100% employer match about $160,156 at 4% or $106,771 at 6%.
200518$2,018,450$100,500$12,563iApproximate average salary by contribution assumption: employee only about $314,063 at 4% or $209,375 at 6%; with 50% employer match about $209,375 at 4% or $139,583 at 6%; with 100% employer match about $157,031 at 4% or $104,688 at 6%.
Bruce J. Beard Profit Sharing Plan-8$2,018,450$100,500$12,563iApproximate average salary by contribution assumption: employee only about $314,063 at 4% or $209,375 at 6%; with 50% employer match about $209,375 at 4% or $139,583 at 6%; with 100% employer match about $157,031 at 4% or $104,688 at 6%.
200417$1,751,219$92,000$13,143iApproximate average salary by contribution assumption: employee only about $328,571 at 4% or $219,048 at 6%; with 50% employer match about $219,048 at 4% or $146,032 at 6%; with 100% employer match about $164,286 at 4% or $109,524 at 6%.
Bruce J. Beard Profit Sharing Plan-7$1,751,219$92,000$13,143iApproximate average salary by contribution assumption: employee only about $328,571 at 4% or $219,048 at 6%; with 50% employer match about $219,048 at 4% or $146,032 at 6%; with 100% employer match about $164,286 at 4% or $109,524 at 6%.
200317$1,431,420$89,000$12,714iApproximate average salary by contribution assumption: employee only about $317,857 at 4% or $211,905 at 6%; with 50% employer match about $211,905 at 4% or $141,270 at 6%; with 100% employer match about $158,929 at 4% or $105,952 at 6%.
Bruce J. Beard Profit Sharing Plan-7$1,431,420$89,000$12,714iApproximate average salary by contribution assumption: employee only about $317,857 at 4% or $211,905 at 6%; with 50% employer match about $211,905 at 4% or $141,270 at 6%; with 100% employer match about $158,929 at 4% or $105,952 at 6%.
200217$1,101,125$85,187$12,170iApproximate average salary by contribution assumption: employee only about $304,239 at 4% or $202,826 at 6%; with 50% employer match about $202,826 at 4% or $135,217 at 6%; with 100% employer match about $152,120 at 4% or $101,413 at 6%.
Bruce J. Beard Profit Sharing Plan-7$1,101,125$85,187$12,170iApproximate average salary by contribution assumption: employee only about $304,239 at 4% or $202,826 at 6%; with 50% employer match about $202,826 at 4% or $135,217 at 6%; with 100% employer match about $152,120 at 4% or $101,413 at 6%.
200127$0$0-
Bruce J. Beard Profit Sharing Plan-7---
Bruce J. Beard Money Purchase Pension Plan-0---
200026$822,983$40,486$6,748iApproximate average salary by contribution assumption: employee only about $168,692 at 4% or $112,461 at 6%; with 50% employer match about $112,461 at 4% or $74,974 at 6%; with 100% employer match about $84,346 at 4% or $56,231 at 6%.
Bruce J. Beard Profit Sharing Plan-6$822,983$40,486$6,748iApproximate average salary by contribution assumption: employee only about $168,692 at 4% or $112,461 at 6%; with 50% employer match about $112,461 at 4% or $74,974 at 6%; with 100% employer match about $84,346 at 4% or $56,231 at 6%.
Bruce J. Beard Money Purchase Pension Plan-6---
199926$1,281,929$62,988$10,498iApproximate average salary by contribution assumption: employee only about $262,450 at 4% or $174,967 at 6%; with 50% employer match about $174,967 at 4% or $116,644 at 6%; with 100% employer match about $131,225 at 4% or $87,483 at 6%.
Bruce J. Beard Profit Sharing Plan-6$819,923$37,793$6,299iApproximate average salary by contribution assumption: employee only about $157,471 at 4% or $104,981 at 6%; with 50% employer match about $104,981 at 4% or $69,987 at 6%; with 100% employer match about $78,735 at 4% or $52,490 at 6%.
Bruce J. Beard Money Purchase Pension Plan-6$462,006$25,195$4,199iApproximate average salary by contribution assumption: employee only about $104,979 at 4% or $69,986 at 6%; with 50% employer match about $69,986 at 4% or $46,657 at 6%; with 100% employer match about $52,490 at 4% or $34,993 at 6%.