Beals Institute PC.
Plan context: BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
EIN 38-3139084 • Lansing, MI • 21 filings • 6 plans
Current Snapshot
Latest Year
2018
2018 Participants
27
2018 Assets
$2,367,093
2018 Contributions
$149,260
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 27 | $2,367,093 | $149,260 | $5,528iApproximate average salary by contribution assumption: employee only about $138,204 at 4% or $92,136 at 6%; with 50% employer match about $92,136 at 4% or $61,424 at 6%; with 100% employer match about $69,102 at 4% or $46,068 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 27 | $2,367,093 | $149,260 | $5,528iApproximate average salary by contribution assumption: employee only about $138,204 at 4% or $92,136 at 6%; with 50% employer match about $92,136 at 4% or $61,424 at 6%; with 100% employer match about $69,102 at 4% or $46,068 at 6%. |
| 2017 | 1 | 27 | $2,269,695 | $189,253 | $7,009iApproximate average salary by contribution assumption: employee only about $175,234 at 4% or $116,823 at 6%; with 50% employer match about $116,823 at 4% or $77,882 at 6%; with 100% employer match about $87,617 at 4% or $58,411 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 27 | $2,269,695 | $189,253 | $7,009iApproximate average salary by contribution assumption: employee only about $175,234 at 4% or $116,823 at 6%; with 50% employer match about $116,823 at 4% or $77,882 at 6%; with 100% employer match about $87,617 at 4% or $58,411 at 6%. |
| 2016 | 1 | 25 | $1,990,316 | $243,232 | $9,729iApproximate average salary by contribution assumption: employee only about $243,232 at 4% or $162,155 at 6%; with 50% employer match about $162,155 at 4% or $108,103 at 6%; with 100% employer match about $121,616 at 4% or $81,077 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 25 | $1,990,316 | $243,232 | $9,729iApproximate average salary by contribution assumption: employee only about $243,232 at 4% or $162,155 at 6%; with 50% employer match about $162,155 at 4% or $108,103 at 6%; with 100% employer match about $121,616 at 4% or $81,077 at 6%. |
| 2015 | 1 | 29 | $1,694,093 | $138,055 | $4,761iApproximate average salary by contribution assumption: employee only about $119,013 at 4% or $79,342 at 6%; with 50% employer match about $79,342 at 4% or $52,895 at 6%; with 100% employer match about $59,506 at 4% or $39,671 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 29 | $1,694,093 | $138,055 | $4,761iApproximate average salary by contribution assumption: employee only about $119,013 at 4% or $79,342 at 6%; with 50% employer match about $79,342 at 4% or $52,895 at 6%; with 100% employer match about $59,506 at 4% or $39,671 at 6%. |
| 2014 | 1 | 35 | $1,849,064 | $174,245 | $4,978iApproximate average salary by contribution assumption: employee only about $124,461 at 4% or $82,974 at 6%; with 50% employer match about $82,974 at 4% or $55,316 at 6%; with 100% employer match about $62,230 at 4% or $41,487 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 35 | $1,849,064 | $174,245 | $4,978iApproximate average salary by contribution assumption: employee only about $124,461 at 4% or $82,974 at 6%; with 50% employer match about $82,974 at 4% or $55,316 at 6%; with 100% employer match about $62,230 at 4% or $41,487 at 6%. |
| 2013 | 1 | 32 | $1,735,994 | $103,932 | $3,248iApproximate average salary by contribution assumption: employee only about $81,197 at 4% or $54,131 at 6%; with 50% employer match about $54,131 at 4% or $36,088 at 6%; with 100% employer match about $40,598 at 4% or $27,066 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 32 | $1,735,994 | $103,932 | $3,248iApproximate average salary by contribution assumption: employee only about $81,197 at 4% or $54,131 at 6%; with 50% employer match about $54,131 at 4% or $36,088 at 6%; with 100% employer match about $40,598 at 4% or $27,066 at 6%. |
| 2012 | 1 | 34 | $1,548,271 | $126,005 | $3,706iApproximate average salary by contribution assumption: employee only about $92,651 at 4% or $61,767 at 6%; with 50% employer match about $61,767 at 4% or $41,178 at 6%; with 100% employer match about $46,325 at 4% or $30,884 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 34 | $1,548,271 | $126,005 | $3,706iApproximate average salary by contribution assumption: employee only about $92,651 at 4% or $61,767 at 6%; with 50% employer match about $61,767 at 4% or $41,178 at 6%; with 100% employer match about $46,325 at 4% or $30,884 at 6%. |
| 2011 | 1 | 29 | $1,363,814 | $72,668 | $2,506iApproximate average salary by contribution assumption: employee only about $62,645 at 4% or $41,763 at 6%; with 50% employer match about $41,763 at 4% or $27,842 at 6%; with 100% employer match about $31,322 at 4% or $20,882 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 29 | $1,363,814 | $72,668 | $2,506iApproximate average salary by contribution assumption: employee only about $62,645 at 4% or $41,763 at 6%; with 50% employer match about $41,763 at 4% or $27,842 at 6%; with 100% employer match about $31,322 at 4% or $20,882 at 6%. |
| 2010 | 1 | 29 | $1,192,897 | $71,673 | $2,471iApproximate average salary by contribution assumption: employee only about $61,787 at 4% or $41,191 at 6%; with 50% employer match about $41,191 at 4% or $27,461 at 6%; with 100% employer match about $30,894 at 4% or $20,596 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 29 | $1,192,897 | $71,673 | $2,471iApproximate average salary by contribution assumption: employee only about $61,787 at 4% or $41,191 at 6%; with 50% employer match about $41,191 at 4% or $27,461 at 6%; with 100% employer match about $30,894 at 4% or $20,596 at 6%. |
| 2009 | 2 | 32 | $1,313,409 | $57,277 | $1,790iApproximate average salary by contribution assumption: employee only about $44,748 at 4% or $29,832 at 6%; with 50% employer match about $29,832 at 4% or $19,888 at 6%; with 100% employer match about $22,374 at 4% or $14,916 at 6%. |
| BEALS INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | - | 32 | $1,313,409 | $57,277 | $1,790iApproximate average salary by contribution assumption: employee only about $44,748 at 4% or $29,832 at 6%; with 50% employer match about $29,832 at 4% or $19,888 at 6%; with 100% employer match about $22,374 at 4% or $14,916 at 6%. |
| BEALS INSTITUTE, P.C. 401 (K) PROFIT SHARING PLAN AND TRUST | - | - | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| BEALS INSTITUTE, P.C. 401K PROFIT SHARING PLAN AND TRUST | - | 23 | - | - | - |
| 2006 | 1 | 19 | $0 | $0 | - |
| BEALS INSTITUTE, P.C. 401K PROFIT SHARING PLAN AND TRUST | - | 19 | - | - | - |
| 2005 | 1 | 20 | $0 | $0 | - |
| BEALS INSTITUTE, P.C. 401K PROFIT SHARING PLAN AND TRUST | - | 20 | - | - | - |
| 2004 | 1 | 20 | $0 | $0 | - |
| BEALS INSTITUTE, P.C. 401K PROFIT SHARING PLAN AND TRUST | - | 20 | - | - | - |
| 2003 | 2 | 19 | $0 | $0 | - |
| Beals Institute PC. Profit Sharing and Trust | - | 0 | - | - | - |
| BEALS INSTITUTE, P.C. 401K PROFIT SHARING PLAN AND TRUST | - | 19 | - | - | - |
| 2002 | 1 | 9 | $489,207 | $0 | - |
| Beals Institute PC. Profit Sharing and Trust | - | 9 | $489,207 | - | - |
| 2001 | 1 | 9 | $0 | $0 | - |
| Beals Institute PC. Profit Sharing and Trust | - | 9 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| BEALS INSTITUTE, P.C. PROFIT SHARING AND TRUST | - | 10 | - | - | - |
| 1999 | 1 | 11 | $562,751 | $0 | - |
| Beals Institute PC. Profit Sharing and Trust | - | 11 | $562,751 | - | - |