Civic Intelligence

The Beldon II Fund

Plan context: The Beldon II Fund 401K Salary Deferral Plan

EIN 38-2756784 • Grand Rapids, MI • 11 filings • 2 plans

161 Ottawa Avenue, NWWaters Building Suite 501-hGrand Rapids, MI 49503
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$1,073,113

2009 Contributions

$128,095

Historical Graphs

Total Assets Over Time

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

$1,771,976$885,988$0199920042008YearValue
$1,073,113Latest year 2008

Participants Over Time

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

1160199920042008YearValue
4Latest year 2008

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
200910$0$128,095-
The Beldon II Fund 401K Salary Deferral Plan-0$0$128,095-
200814$1,073,113$230,705$57,676iApproximate average salary by contribution assumption: employee only about $1,441,906 at 4% or $961,271 at 6%; with 50% employer match about $961,271 at 4% or $640,847 at 6%; with 100% employer match about $720,953 at 4% or $480,635 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-4$1,073,113$230,705$57,676iApproximate average salary by contribution assumption: employee only about $1,441,906 at 4% or $961,271 at 6%; with 50% employer match about $961,271 at 4% or $640,847 at 6%; with 100% employer match about $720,953 at 4% or $480,635 at 6%.
200719$1,771,976$238,928$26,548iApproximate average salary by contribution assumption: employee only about $663,689 at 4% or $442,459 at 6%; with 50% employer match about $442,459 at 4% or $294,973 at 6%; with 100% employer match about $331,844 at 4% or $221,230 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-9$1,771,976$238,928$26,548iApproximate average salary by contribution assumption: employee only about $663,689 at 4% or $442,459 at 6%; with 50% employer match about $442,459 at 4% or $294,973 at 6%; with 100% employer match about $331,844 at 4% or $221,230 at 6%.
200619$1,478,106$234,860$26,096iApproximate average salary by contribution assumption: employee only about $652,389 at 4% or $434,926 at 6%; with 50% employer match about $434,926 at 4% or $289,951 at 6%; with 100% employer match about $326,194 at 4% or $217,463 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-9$1,478,106$234,860$26,096iApproximate average salary by contribution assumption: employee only about $652,389 at 4% or $434,926 at 6%; with 50% employer match about $434,926 at 4% or $289,951 at 6%; with 100% employer match about $326,194 at 4% or $217,463 at 6%.
200519$1,112,346$231,123$25,680iApproximate average salary by contribution assumption: employee only about $642,008 at 4% or $428,006 at 6%; with 50% employer match about $428,006 at 4% or $285,337 at 6%; with 100% employer match about $321,004 at 4% or $214,003 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-9$1,112,346$231,123$25,680iApproximate average salary by contribution assumption: employee only about $642,008 at 4% or $428,006 at 6%; with 50% employer match about $428,006 at 4% or $285,337 at 6%; with 100% employer match about $321,004 at 4% or $214,003 at 6%.
200418$850,222$203,326$25,416iApproximate average salary by contribution assumption: employee only about $635,394 at 4% or $423,596 at 6%; with 50% employer match about $423,596 at 4% or $282,397 at 6%; with 100% employer match about $317,697 at 4% or $211,798 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-8$850,222$203,326$25,416iApproximate average salary by contribution assumption: employee only about $635,394 at 4% or $423,596 at 6%; with 50% employer match about $423,596 at 4% or $282,397 at 6%; with 100% employer match about $317,697 at 4% or $211,798 at 6%.
200319$590,496$207,534$23,059iApproximate average salary by contribution assumption: employee only about $576,483 at 4% or $384,322 at 6%; with 50% employer match about $384,322 at 4% or $256,215 at 6%; with 100% employer match about $288,242 at 4% or $192,161 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-9$590,496$207,534$23,059iApproximate average salary by contribution assumption: employee only about $576,483 at 4% or $384,322 at 6%; with 50% employer match about $384,322 at 4% or $256,215 at 6%; with 100% employer match about $288,242 at 4% or $192,161 at 6%.
2002110$298,981$179,541$17,954iApproximate average salary by contribution assumption: employee only about $448,852 at 4% or $299,235 at 6%; with 50% employer match about $299,235 at 4% or $199,490 at 6%; with 100% employer match about $224,426 at 4% or $149,618 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-10$298,981$179,541$17,954iApproximate average salary by contribution assumption: employee only about $448,852 at 4% or $299,235 at 6%; with 50% employer match about $299,235 at 4% or $199,490 at 6%; with 100% employer match about $224,426 at 4% or $149,618 at 6%.
2001111$171,456$120,144$10,922iApproximate average salary by contribution assumption: employee only about $273,055 at 4% or $182,036 at 6%; with 50% employer match about $182,036 at 4% or $121,358 at 6%; with 100% employer match about $136,527 at 4% or $91,018 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-11$171,456$120,144$10,922iApproximate average salary by contribution assumption: employee only about $273,055 at 4% or $182,036 at 6%; with 50% employer match about $182,036 at 4% or $121,358 at 6%; with 100% employer match about $136,527 at 4% or $91,018 at 6%.
2000111$85,777$92,142$8,377iApproximate average salary by contribution assumption: employee only about $209,414 at 4% or $139,609 at 6%; with 50% employer match about $139,609 at 4% or $93,073 at 6%; with 100% employer match about $104,707 at 4% or $69,805 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-11$85,777$92,142$8,377iApproximate average salary by contribution assumption: employee only about $209,414 at 4% or $139,609 at 6%; with 50% employer match about $139,609 at 4% or $93,073 at 6%; with 100% employer match about $104,707 at 4% or $69,805 at 6%.
199916$14,349$14,349$2,392iApproximate average salary by contribution assumption: employee only about $59,788 at 4% or $39,858 at 6%; with 50% employer match about $39,858 at 4% or $26,572 at 6%; with 100% employer match about $29,894 at 4% or $19,929 at 6%.
The Beldon II Fund 401K Salary Deferral Plan-6$14,349$14,349$2,392iApproximate average salary by contribution assumption: employee only about $59,788 at 4% or $39,858 at 6%; with 50% employer match about $39,858 at 4% or $26,572 at 6%; with 100% employer match about $29,894 at 4% or $19,929 at 6%.