Civic Intelligence

B Direct LLC

Plan context: B Direct LLC Retirement Plan

EIN 35-2217888 • Doylestown, PA • 28 filings • 2 plans

70 West Oakland Avenue, Suite 300Doylestown, PA 18901-4106
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$5,416,415

2024 Contributions

$218,550

Historical Graphs

Total Assets Over Time

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

$8,881,287$4,440,644$0200520152024YearValue
$5,416,415Latest year 2024

Participants Over Time

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

1680200520152024YearValue
12Latest 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
2024212$5,416,415$218,550$18,213iApproximate average salary by contribution assumption: employee only about $455,313 at 4% or $303,542 at 6%; with 50% employer match about $303,542 at 4% or $202,361 at 6%; with 100% employer match about $227,656 at 4% or $151,771 at 6%.
B Direct LLC Retirement Plan-12$5,416,415$218,550$18,213iApproximate average salary by contribution assumption: employee only about $455,313 at 4% or $303,542 at 6%; with 50% employer match about $303,542 at 4% or $202,361 at 6%; with 100% employer match about $227,656 at 4% or $151,771 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-0$0--
2023213$8,881,287$1,212,503$93,269iApproximate average salary by contribution assumption: employee only about $2,331,737 at 4% or $1,554,491 at 6%; with 50% employer match about $1,554,491 at 4% or $1,036,327 at 6%; with 100% employer match about $1,165,868 at 4% or $777,246 at 6%.
B Direct LLC Retirement Plan-13$4,532,140$212,503$16,346iApproximate average salary by contribution assumption: employee only about $408,660 at 4% or $272,440 at 6%; with 50% employer match about $272,440 at 4% or $181,626 at 6%; with 100% employer match about $204,330 at 4% or $136,220 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-11$4,349,147$1,000,000$90,909iApproximate average salary by contribution assumption: employee only about $2,272,727 at 4% or $1,515,152 at 6%; with 50% employer match about $1,515,152 at 4% or $1,010,101 at 6%; with 100% employer match about $1,136,364 at 4% or $757,576 at 6%.
2022216$6,682,520$1,180,674$73,792iApproximate average salary by contribution assumption: employee only about $1,844,803 at 4% or $1,229,869 at 6%; with 50% employer match about $1,229,869 at 4% or $819,913 at 6%; with 100% employer match about $922,402 at 4% or $614,934 at 6%.
B Direct LLC Retirement Plan-16$3,577,080$180,674$11,292iApproximate average salary by contribution assumption: employee only about $282,303 at 4% or $188,202 at 6%; with 50% employer match about $188,202 at 4% or $125,468 at 6%; with 100% employer match about $141,152 at 4% or $94,101 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-6$3,105,440$1,000,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
2021211$6,519,687$954,549$86,777iApproximate average salary by contribution assumption: employee only about $2,169,430 at 4% or $1,446,286 at 6%; with 50% employer match about $1,446,286 at 4% or $964,191 at 6%; with 100% employer match about $1,084,715 at 4% or $723,143 at 6%.
B Direct LLC Retirement Plan-11$4,233,537$152,049$13,823iApproximate average salary by contribution assumption: employee only about $345,566 at 4% or $230,377 at 6%; with 50% employer match about $230,377 at 4% or $153,585 at 6%; with 100% employer match about $172,783 at 4% or $115,189 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-7$2,286,150$802,500$114,643iApproximate average salary by contribution assumption: employee only about $2,866,071 at 4% or $1,910,714 at 6%; with 50% employer match about $1,910,714 at 4% or $1,273,810 at 6%; with 100% employer match about $1,433,036 at 4% or $955,357 at 6%.
2020211$4,987,379$444,982$40,453iApproximate average salary by contribution assumption: employee only about $1,011,323 at 4% or $674,215 at 6%; with 50% employer match about $674,215 at 4% or $449,477 at 6%; with 100% employer match about $505,661 at 4% or $337,108 at 6%.
B Direct LLC Retirement Plan-11$3,588,417$144,982$13,180iApproximate average salary by contribution assumption: employee only about $329,505 at 4% or $219,670 at 6%; with 50% employer match about $219,670 at 4% or $146,446 at 6%; with 100% employer match about $164,752 at 4% or $109,835 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-5$1,398,962$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201929$3,939,894$388,415$43,157iApproximate average salary by contribution assumption: employee only about $1,078,931 at 4% or $719,287 at 6%; with 50% employer match about $719,287 at 4% or $479,525 at 6%; with 100% employer match about $539,465 at 4% or $359,644 at 6%.
B Direct LLC Retirement Plan-9$2,923,250$138,415$15,379iApproximate average salary by contribution assumption: employee only about $384,486 at 4% or $256,324 at 6%; with 50% employer match about $256,324 at 4% or $170,883 at 6%; with 100% employer match about $192,243 at 4% or $128,162 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-6$1,016,644$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201828$3,008,566$399,183$49,898iApproximate average salary by contribution assumption: employee only about $1,247,447 at 4% or $831,631 at 6%; with 50% employer match about $831,631 at 4% or $554,421 at 6%; with 100% employer match about $623,723 at 4% or $415,816 at 6%.
B Direct LLC Retirement Plan-8$2,350,620$139,183$17,398iApproximate average salary by contribution assumption: employee only about $434,947 at 4% or $289,965 at 6%; with 50% employer match about $289,965 at 4% or $193,310 at 6%; with 100% employer match about $217,473 at 4% or $144,982 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-6$657,946$260,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
201728$2,712,419$336,703$42,088iApproximate average salary by contribution assumption: employee only about $1,052,197 at 4% or $701,465 at 6%; with 50% employer match about $701,465 at 4% or $467,643 at 6%; with 100% employer match about $526,098 at 4% or $350,732 at 6%.
B Direct LLC Retirement Plan-8$2,295,942$135,246$16,906iApproximate average salary by contribution assumption: employee only about $422,644 at 4% or $281,763 at 6%; with 50% employer match about $281,763 at 4% or $187,842 at 6%; with 100% employer match about $211,322 at 4% or $140,881 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-5$416,477$201,457$40,291iApproximate average salary by contribution assumption: employee only about $1,007,285 at 4% or $671,523 at 6%; with 50% employer match about $671,523 at 4% or $447,682 at 6%; with 100% employer match about $503,643 at 4% or $335,762 at 6%.
201628$2,087,274$330,656$41,332iApproximate average salary by contribution assumption: employee only about $1,033,300 at 4% or $688,867 at 6%; with 50% employer match about $688,867 at 4% or $459,244 at 6%; with 100% employer match about $516,650 at 4% or $344,433 at 6%.
B Direct LLC Retirement Plan-8$1,885,574$128,956$16,120iApproximate average salary by contribution assumption: employee only about $402,988 at 4% or $268,658 at 6%; with 50% employer match about $268,658 at 4% or $179,106 at 6%; with 100% employer match about $201,494 at 4% or $134,329 at 6%.
B DIRECT, LLC CASH BALANCE PENSION PLAN-5$201,700$201,700$40,340iApproximate average salary by contribution assumption: employee only about $1,008,500 at 4% or $672,333 at 6%; with 50% employer match about $672,333 at 4% or $448,222 at 6%; with 100% employer match about $504,250 at 4% or $336,167 at 6%.
201517$1,659,981$130,621$18,660iApproximate average salary by contribution assumption: employee only about $466,504 at 4% or $311,002 at 6%; with 50% employer match about $311,002 at 4% or $207,335 at 6%; with 100% employer match about $233,252 at 4% or $155,501 at 6%.
B Direct LLC Retirement Plan-7$1,659,981$130,621$18,660iApproximate average salary by contribution assumption: employee only about $466,504 at 4% or $311,002 at 6%; with 50% employer match about $311,002 at 4% or $207,335 at 6%; with 100% employer match about $233,252 at 4% or $155,501 at 6%.
201417$1,496,790$125,561$17,937iApproximate average salary by contribution assumption: employee only about $448,432 at 4% or $298,955 at 6%; with 50% employer match about $298,955 at 4% or $199,303 at 6%; with 100% employer match about $224,216 at 4% or $149,477 at 6%.
B Direct LLC Retirement Plan-7$1,496,790$125,561$17,937iApproximate average salary by contribution assumption: employee only about $448,432 at 4% or $298,955 at 6%; with 50% employer match about $298,955 at 4% or $199,303 at 6%; with 100% employer match about $224,216 at 4% or $149,477 at 6%.
201317$1,284,181$120,556$17,222iApproximate average salary by contribution assumption: employee only about $430,557 at 4% or $287,038 at 6%; with 50% employer match about $287,038 at 4% or $191,359 at 6%; with 100% employer match about $215,279 at 4% or $143,519 at 6%.
B Direct LLC Retirement Plan-7$1,284,181$120,556$17,222iApproximate average salary by contribution assumption: employee only about $430,557 at 4% or $287,038 at 6%; with 50% employer match about $287,038 at 4% or $191,359 at 6%; with 100% employer match about $215,279 at 4% or $143,519 at 6%.
201216$985,590$107,323$17,887iApproximate average salary by contribution assumption: employee only about $447,179 at 4% or $298,119 at 6%; with 50% employer match about $298,119 at 4% or $198,746 at 6%; with 100% employer match about $223,590 at 4% or $149,060 at 6%.
B Direct LLC Retirement Plan-6$985,590$107,323$17,887iApproximate average salary by contribution assumption: employee only about $447,179 at 4% or $298,119 at 6%; with 50% employer match about $298,119 at 4% or $198,746 at 6%; with 100% employer match about $223,590 at 4% or $149,060 at 6%.
201116$802,762$105,379$17,563iApproximate average salary by contribution assumption: employee only about $439,079 at 4% or $292,719 at 6%; with 50% employer match about $292,719 at 4% or $195,146 at 6%; with 100% employer match about $219,540 at 4% or $146,360 at 6%.
B Direct LLC Retirement Plan-6$802,762$105,379$17,563iApproximate average salary by contribution assumption: employee only about $439,079 at 4% or $292,719 at 6%; with 50% employer match about $292,719 at 4% or $195,146 at 6%; with 100% employer match about $219,540 at 4% or $146,360 at 6%.
201016$717,946$105,313$17,552iApproximate average salary by contribution assumption: employee only about $438,804 at 4% or $292,536 at 6%; with 50% employer match about $292,536 at 4% or $195,024 at 6%; with 100% employer match about $219,402 at 4% or $146,268 at 6%.
B Direct LLC Retirement Plan-6$717,946$105,313$17,552iApproximate average salary by contribution assumption: employee only about $438,804 at 4% or $292,536 at 6%; with 50% employer match about $292,536 at 4% or $195,024 at 6%; with 100% employer match about $219,402 at 4% or $146,268 at 6%.
200916$577,018$106,571$17,762iApproximate average salary by contribution assumption: employee only about $444,046 at 4% or $296,031 at 6%; with 50% employer match about $296,031 at 4% or $197,354 at 6%; with 100% employer match about $222,023 at 4% or $148,015 at 6%.
B Direct LLC Retirement Plan-6$577,018$106,571$17,762iApproximate average salary by contribution assumption: employee only about $444,046 at 4% or $296,031 at 6%; with 50% employer match about $296,031 at 4% or $197,354 at 6%; with 100% employer match about $222,023 at 4% or $148,015 at 6%.
200714$406,380$95,788$23,947iApproximate average salary by contribution assumption: employee only about $598,675 at 4% or $399,117 at 6%; with 50% employer match about $399,117 at 4% or $266,078 at 6%; with 100% employer match about $299,338 at 4% or $199,558 at 6%.
B Direct LLC Retirement Plan-4$406,380$95,788$23,947iApproximate average salary by contribution assumption: employee only about $598,675 at 4% or $399,117 at 6%; with 50% employer match about $399,117 at 4% or $266,078 at 6%; with 100% employer match about $299,338 at 4% or $199,558 at 6%.
200614$287,383$94,973$23,743iApproximate average salary by contribution assumption: employee only about $593,581 at 4% or $395,721 at 6%; with 50% employer match about $395,721 at 4% or $263,814 at 6%; with 100% employer match about $296,791 at 4% or $197,860 at 6%.
B Direct LLC Retirement Plan-4$287,383$94,973$23,743iApproximate average salary by contribution assumption: employee only about $593,581 at 4% or $395,721 at 6%; with 50% employer match about $395,721 at 4% or $263,814 at 6%; with 100% employer match about $296,791 at 4% or $197,860 at 6%.
200515$174,727$170,751$34,150iApproximate average salary by contribution assumption: employee only about $853,755 at 4% or $569,170 at 6%; with 50% employer match about $569,170 at 4% or $379,447 at 6%; with 100% employer match about $426,877 at 4% or $284,585 at 6%.
B Direct LLC Retirement Plan-5$174,727$170,751$34,150iApproximate average salary by contribution assumption: employee only about $853,755 at 4% or $569,170 at 6%; with 50% employer match about $569,170 at 4% or $379,447 at 6%; with 100% employer match about $426,877 at 4% or $284,585 at 6%.