Bevan & Associates, Lpa Inc
Plan context: Bevan & Associates, Lpa Inc. Retirement Savings Plan
EIN 34-1815438 • Boston Heights, OH • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$9,400,568
2024 Contributions
$616,196
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 | 1 | 56 | $9,400,568 | $616,196 | $11,004iApproximate average salary by contribution assumption: employee only about $275,088 at 4% or $183,392 at 6%; with 50% employer match about $183,392 at 4% or $122,261 at 6%; with 100% employer match about $137,544 at 4% or $91,696 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 56 | $9,400,568 | $616,196 | $11,004iApproximate average salary by contribution assumption: employee only about $275,088 at 4% or $183,392 at 6%; with 50% employer match about $183,392 at 4% or $122,261 at 6%; with 100% employer match about $137,544 at 4% or $91,696 at 6%. |
| 2023 | 1 | 57 | $8,505,043 | $2,048,023 | $35,930iApproximate average salary by contribution assumption: employee only about $898,256 at 4% or $598,837 at 6%; with 50% employer match about $598,837 at 4% or $399,225 at 6%; with 100% employer match about $449,128 at 4% or $299,419 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 57 | $8,505,043 | $2,048,023 | $35,930iApproximate average salary by contribution assumption: employee only about $898,256 at 4% or $598,837 at 6%; with 50% employer match about $598,837 at 4% or $399,225 at 6%; with 100% employer match about $449,128 at 4% or $299,419 at 6%. |
| 2022 | 1 | 52 | $5,521,236 | $458,428 | $8,816iApproximate average salary by contribution assumption: employee only about $220,398 at 4% or $146,932 at 6%; with 50% employer match about $146,932 at 4% or $97,955 at 6%; with 100% employer match about $110,199 at 4% or $73,466 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 52 | $5,521,236 | $458,428 | $8,816iApproximate average salary by contribution assumption: employee only about $220,398 at 4% or $146,932 at 6%; with 50% employer match about $146,932 at 4% or $97,955 at 6%; with 100% employer match about $110,199 at 4% or $73,466 at 6%. |
| 2021 | 1 | 49 | $6,492,712 | $424,999 | $8,673iApproximate average salary by contribution assumption: employee only about $216,836 at 4% or $144,557 at 6%; with 50% employer match about $144,557 at 4% or $96,372 at 6%; with 100% employer match about $108,418 at 4% or $72,279 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 49 | $6,492,712 | $424,999 | $8,673iApproximate average salary by contribution assumption: employee only about $216,836 at 4% or $144,557 at 6%; with 50% employer match about $144,557 at 4% or $96,372 at 6%; with 100% employer match about $108,418 at 4% or $72,279 at 6%. |
| 2020 | 1 | 44 | $5,389,998 | $391,471 | $8,897iApproximate average salary by contribution assumption: employee only about $222,427 at 4% or $148,284 at 6%; with 50% employer match about $148,284 at 4% or $98,856 at 6%; with 100% employer match about $111,213 at 4% or $74,142 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 44 | $5,389,998 | $391,471 | $8,897iApproximate average salary by contribution assumption: employee only about $222,427 at 4% or $148,284 at 6%; with 50% employer match about $148,284 at 4% or $98,856 at 6%; with 100% employer match about $111,213 at 4% or $74,142 at 6%. |
| 2019 | 1 | 40 | $4,401,441 | $380,027 | $9,501iApproximate average salary by contribution assumption: employee only about $237,517 at 4% or $158,345 at 6%; with 50% employer match about $158,345 at 4% or $105,563 at 6%; with 100% employer match about $118,758 at 4% or $79,172 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 40 | $4,401,441 | $380,027 | $9,501iApproximate average salary by contribution assumption: employee only about $237,517 at 4% or $158,345 at 6%; with 50% employer match about $158,345 at 4% or $105,563 at 6%; with 100% employer match about $118,758 at 4% or $79,172 at 6%. |
| 2018 | 1 | 46 | $3,435,906 | $290,464 | $6,314iApproximate average salary by contribution assumption: employee only about $157,861 at 4% or $105,241 at 6%; with 50% employer match about $105,241 at 4% or $70,160 at 6%; with 100% employer match about $78,930 at 4% or $52,620 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 46 | $3,435,906 | $290,464 | $6,314iApproximate average salary by contribution assumption: employee only about $157,861 at 4% or $105,241 at 6%; with 50% employer match about $105,241 at 4% or $70,160 at 6%; with 100% employer match about $78,930 at 4% or $52,620 at 6%. |
| 2017 | 1 | 50 | $3,347,926 | $281,694 | $5,634iApproximate average salary by contribution assumption: employee only about $140,847 at 4% or $93,898 at 6%; with 50% employer match about $93,898 at 4% or $62,599 at 6%; with 100% employer match about $70,424 at 4% or $46,949 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 50 | $3,347,926 | $281,694 | $5,634iApproximate average salary by contribution assumption: employee only about $140,847 at 4% or $93,898 at 6%; with 50% employer match about $93,898 at 4% or $62,599 at 6%; with 100% employer match about $70,424 at 4% or $46,949 at 6%. |
| 2016 | 1 | 49 | $2,754,271 | $280,863 | $5,732iApproximate average salary by contribution assumption: employee only about $143,297 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 49 | $2,754,271 | $280,863 | $5,732iApproximate average salary by contribution assumption: employee only about $143,297 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%. |
| 2015 | 1 | 49 | $2,353,148 | $270,946 | $5,530iApproximate average salary by contribution assumption: employee only about $138,238 at 4% or $92,159 at 6%; with 50% employer match about $92,159 at 4% or $61,439 at 6%; with 100% employer match about $69,119 at 4% or $46,079 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 49 | $2,353,148 | $270,946 | $5,530iApproximate average salary by contribution assumption: employee only about $138,238 at 4% or $92,159 at 6%; with 50% employer match about $92,159 at 4% or $61,439 at 6%; with 100% employer match about $69,119 at 4% or $46,079 at 6%. |
| 2014 | 1 | 46 | $2,092,501 | $218,657 | $4,753iApproximate average salary by contribution assumption: employee only about $118,835 at 4% or $79,224 at 6%; with 50% employer match about $79,224 at 4% or $52,816 at 6%; with 100% employer match about $59,418 at 4% or $39,612 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 46 | $2,092,501 | $218,657 | $4,753iApproximate average salary by contribution assumption: employee only about $118,835 at 4% or $79,224 at 6%; with 50% employer match about $79,224 at 4% or $52,816 at 6%; with 100% employer match about $59,418 at 4% or $39,612 at 6%. |
| 2013 | 1 | 49 | $1,807,282 | $215,968 | $4,408iApproximate average salary by contribution assumption: employee only about $110,188 at 4% or $73,459 at 6%; with 50% employer match about $73,459 at 4% or $48,972 at 6%; with 100% employer match about $55,094 at 4% or $36,729 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 49 | $1,807,282 | $215,968 | $4,408iApproximate average salary by contribution assumption: employee only about $110,188 at 4% or $73,459 at 6%; with 50% employer match about $73,459 at 4% or $48,972 at 6%; with 100% employer match about $55,094 at 4% or $36,729 at 6%. |
| 2012 | 1 | 45 | $1,346,109 | $199,397 | $4,431iApproximate average salary by contribution assumption: employee only about $110,776 at 4% or $73,851 at 6%; with 50% employer match about $73,851 at 4% or $49,234 at 6%; with 100% employer match about $55,388 at 4% or $36,925 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 45 | $1,346,109 | $199,397 | $4,431iApproximate average salary by contribution assumption: employee only about $110,776 at 4% or $73,851 at 6%; with 50% employer match about $73,851 at 4% or $49,234 at 6%; with 100% employer match about $55,388 at 4% or $36,925 at 6%. |
| 2011 | 1 | 46 | $1,101,424 | $202,365 | $4,399iApproximate average salary by contribution assumption: employee only about $109,981 at 4% or $73,321 at 6%; with 50% employer match about $73,321 at 4% or $48,880 at 6%; with 100% employer match about $54,990 at 4% or $36,660 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 46 | $1,101,424 | $202,365 | $4,399iApproximate average salary by contribution assumption: employee only about $109,981 at 4% or $73,321 at 6%; with 50% employer match about $73,321 at 4% or $48,880 at 6%; with 100% employer match about $54,990 at 4% or $36,660 at 6%. |
| 2010 | 1 | 42 | $1,006,886 | $256,207 | $6,100iApproximate average salary by contribution assumption: employee only about $152,504 at 4% or $101,669 at 6%; with 50% employer match about $101,669 at 4% or $67,780 at 6%; with 100% employer match about $76,252 at 4% or $50,835 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 42 | $1,006,886 | $256,207 | $6,100iApproximate average salary by contribution assumption: employee only about $152,504 at 4% or $101,669 at 6%; with 50% employer match about $101,669 at 4% or $67,780 at 6%; with 100% employer match about $76,252 at 4% or $50,835 at 6%. |
| 2009 | 1 | 44 | $660,807 | $183,566 | $4,172iApproximate average salary by contribution assumption: employee only about $104,299 at 4% or $69,533 at 6%; with 50% employer match about $69,533 at 4% or $46,355 at 6%; with 100% employer match about $52,149 at 4% or $34,766 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 44 | $660,807 | $183,566 | $4,172iApproximate average salary by contribution assumption: employee only about $104,299 at 4% or $69,533 at 6%; with 50% employer match about $69,533 at 4% or $46,355 at 6%; with 100% employer match about $52,149 at 4% or $34,766 at 6%. |
| 2008 | 1 | 43 | $371,277 | $289,795 | $6,739iApproximate average salary by contribution assumption: employee only about $168,485 at 4% or $112,324 at 6%; with 50% employer match about $112,324 at 4% or $74,882 at 6%; with 100% employer match about $84,243 at 4% or $56,162 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 43 | $371,277 | $289,795 | $6,739iApproximate average salary by contribution assumption: employee only about $168,485 at 4% or $112,324 at 6%; with 50% employer match about $112,324 at 4% or $74,882 at 6%; with 100% employer match about $84,243 at 4% or $56,162 at 6%. |
| 2007 | 1 | 43 | $0 | $0 | - |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 43 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| BEVAN & ASSOCIATES LPA, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2004 | 1 | 13 | $143,943 | $0 | - |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 13 | $143,943 | - | - |
| 2003 | 1 | 12 | $128,269 | $0 | - |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 12 | $128,269 | - | - |
| 2002 | 1 | 13 | $613,534 | $367,121 | $28,240iApproximate average salary by contribution assumption: employee only about $706,002 at 4% or $470,668 at 6%; with 50% employer match about $470,668 at 4% or $313,779 at 6%; with 100% employer match about $353,001 at 4% or $235,334 at 6%. |
| BEVAN & ASSOCIATES LPA, INC. DEFINED BENEFIT PENSION PLAN | - | 13 | $613,534 | $367,121 | $28,240iApproximate average salary by contribution assumption: employee only about $706,002 at 4% or $470,668 at 6%; with 50% employer match about $470,668 at 4% or $313,779 at 6%; with 100% employer match about $353,001 at 4% or $235,334 at 6%. |
| 2001 | 2 | 13 | $143,556 | $0 | - |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 13 | $143,556 | - | - |
| BEVAN & ASSOCIATES LPA, INC. DEFINED BENEFIT PENSION PLAN | - | 13 | - | - | - |
| 2000 | 1 | 14 | $146,717 | $116,969 | $8,355iApproximate average salary by contribution assumption: employee only about $208,873 at 4% or $139,249 at 6%; with 50% employer match about $139,249 at 4% or $92,833 at 6%; with 100% employer match about $104,437 at 4% or $69,624 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 14 | $146,717 | $116,969 | $8,355iApproximate average salary by contribution assumption: employee only about $208,873 at 4% or $139,249 at 6%; with 50% employer match about $139,249 at 4% or $92,833 at 6%; with 100% employer match about $104,437 at 4% or $69,624 at 6%. |
| 1999 | 1 | 12 | $32,374 | $20,098 | $1,675iApproximate average salary by contribution assumption: employee only about $41,871 at 4% or $27,914 at 6%; with 50% employer match about $27,914 at 4% or $18,609 at 6%; with 100% employer match about $20,935 at 4% or $13,957 at 6%. |
| Bevan & Associates, Lpa Inc. Retirement Savings Plan | - | 12 | $32,374 | $20,098 | $1,675iApproximate average salary by contribution assumption: employee only about $41,871 at 4% or $27,914 at 6%; with 50% employer match about $27,914 at 4% or $18,609 at 6%; with 100% employer match about $20,935 at 4% or $13,957 at 6%. |