Civic Intelligence

Beto Financial Group LLC

Plan context: Beto Financial Group LLC Retirement Plan

EIN 45-2438170 • 8 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,144,607

2025 Contributions

$338,915

Historical Graphs

Total Assets Over Time

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

$1,144,607$572,304$0201820222025YearValue
$1,144,607Latest year 2025

Participants Over Time

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

740201820222025YearValue
6Latest year 2025

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
202516$1,144,607$338,915$56,486iApproximate average salary by contribution assumption: employee only about $1,412,146 at 4% or $941,431 at 6%; with 50% employer match about $941,431 at 4% or $627,620 at 6%; with 100% employer match about $706,073 at 4% or $470,715 at 6%.
Beto Financial Group LLC Retirement Plan-6$1,144,607$338,915$56,486iApproximate average salary by contribution assumption: employee only about $1,412,146 at 4% or $941,431 at 6%; with 50% employer match about $941,431 at 4% or $627,620 at 6%; with 100% employer match about $706,073 at 4% or $470,715 at 6%.
202416$625,526$107,872$17,979iApproximate average salary by contribution assumption: employee only about $449,467 at 4% or $299,644 at 6%; with 50% employer match about $299,644 at 4% or $199,763 at 6%; with 100% employer match about $224,733 at 4% or $149,822 at 6%.
Beto Financial Group LLC Retirement Plan-6$625,526$107,872$17,979iApproximate average salary by contribution assumption: employee only about $449,467 at 4% or $299,644 at 6%; with 50% employer match about $299,644 at 4% or $199,763 at 6%; with 100% employer match about $224,733 at 4% or $149,822 at 6%.
202315$464,622$51,271$10,254iApproximate average salary by contribution assumption: employee only about $256,355 at 4% or $170,903 at 6%; with 50% employer match about $170,903 at 4% or $113,936 at 6%; with 100% employer match about $128,178 at 4% or $85,452 at 6%.
Beto Financial Group LLC Retirement Plan-5$464,622$51,271$10,254iApproximate average salary by contribution assumption: employee only about $256,355 at 4% or $170,903 at 6%; with 50% employer match about $170,903 at 4% or $113,936 at 6%; with 100% employer match about $128,178 at 4% or $85,452 at 6%.
202215$324,452$79,414$15,883iApproximate average salary by contribution assumption: employee only about $397,070 at 4% or $264,713 at 6%; with 50% employer match about $264,713 at 4% or $176,476 at 6%; with 100% employer match about $198,535 at 4% or $132,357 at 6%.
Beto Financial Group LLC Retirement Plan-5$324,452$79,414$15,883iApproximate average salary by contribution assumption: employee only about $397,070 at 4% or $264,713 at 6%; with 50% employer match about $264,713 at 4% or $176,476 at 6%; with 100% employer match about $198,535 at 4% or $132,357 at 6%.
202116$503,767$73,694$12,282iApproximate average salary by contribution assumption: employee only about $307,058 at 4% or $204,706 at 6%; with 50% employer match about $204,706 at 4% or $136,470 at 6%; with 100% employer match about $153,529 at 4% or $102,353 at 6%.
Beto Financial Group LLC Retirement Plan-6$503,767$73,694$12,282iApproximate average salary by contribution assumption: employee only about $307,058 at 4% or $204,706 at 6%; with 50% employer match about $204,706 at 4% or $136,470 at 6%; with 100% employer match about $153,529 at 4% or $102,353 at 6%.
202016$377,420$62,451$10,409iApproximate average salary by contribution assumption: employee only about $260,213 at 4% or $173,475 at 6%; with 50% employer match about $173,475 at 4% or $115,650 at 6%; with 100% employer match about $130,106 at 4% or $86,738 at 6%.
Beto Financial Group LLC Retirement Plan-6$377,420$62,451$10,409iApproximate average salary by contribution assumption: employee only about $260,213 at 4% or $173,475 at 6%; with 50% employer match about $173,475 at 4% or $115,650 at 6%; with 100% employer match about $130,106 at 4% or $86,738 at 6%.
201917$262,084$55,799$7,971iApproximate average salary by contribution assumption: employee only about $199,282 at 4% or $132,855 at 6%; with 50% employer match about $132,855 at 4% or $88,570 at 6%; with 100% employer match about $99,641 at 4% or $66,427 at 6%.
Beto Financial Group LLC Retirement Plan-7$262,084$55,799$7,971iApproximate average salary by contribution assumption: employee only about $199,282 at 4% or $132,855 at 6%; with 50% employer match about $132,855 at 4% or $88,570 at 6%; with 100% employer match about $99,641 at 4% or $66,427 at 6%.
201816$192,185$219,642$36,607iApproximate average salary by contribution assumption: employee only about $915,175 at 4% or $610,117 at 6%; with 50% employer match about $610,117 at 4% or $406,744 at 6%; with 100% employer match about $457,588 at 4% or $305,058 at 6%.
Beto Financial Group LLC Retirement Plan-6$192,185$219,642$36,607iApproximate average salary by contribution assumption: employee only about $915,175 at 4% or $610,117 at 6%; with 50% employer match about $610,117 at 4% or $406,744 at 6%; with 100% employer match about $457,588 at 4% or $305,058 at 6%.