Civic Intelligence

Naomi Beard & Associates

Plan context: Naomi Beard & Associates Safe Harbor 401K Plan

EIN 45-4103663 • Lincoln, NE • 7 filings • 1 plans

2740 Van Dorn StreetLincoln, NE 68502
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$586,453

2021 Contributions

$95,478

Historical Graphs

Total Assets Over Time

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

$586,453$293,227$0201520182021YearValue
$586,453Latest year 2021

Participants Over Time

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

420201520182021YearValue
4Latest year 2021

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
202114$586,453$95,478$23,870iApproximate average salary by contribution assumption: employee only about $596,738 at 4% or $397,825 at 6%; with 50% employer match about $397,825 at 4% or $265,217 at 6%; with 100% employer match about $298,369 at 4% or $198,913 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-4$586,453$95,478$23,870iApproximate average salary by contribution assumption: employee only about $596,738 at 4% or $397,825 at 6%; with 50% employer match about $397,825 at 4% or $265,217 at 6%; with 100% employer match about $298,369 at 4% or $198,913 at 6%.
202014$426,732$92,496$23,124iApproximate average salary by contribution assumption: employee only about $578,100 at 4% or $385,400 at 6%; with 50% employer match about $385,400 at 4% or $256,933 at 6%; with 100% employer match about $289,050 at 4% or $192,700 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-4$426,732$92,496$23,124iApproximate average salary by contribution assumption: employee only about $578,100 at 4% or $385,400 at 6%; with 50% employer match about $385,400 at 4% or $256,933 at 6%; with 100% employer match about $289,050 at 4% or $192,700 at 6%.
201912$318,272$73,438$36,719iApproximate average salary by contribution assumption: employee only about $917,975 at 4% or $611,983 at 6%; with 50% employer match about $611,983 at 4% or $407,989 at 6%; with 100% employer match about $458,988 at 4% or $305,992 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-2$318,272$73,438$36,719iApproximate average salary by contribution assumption: employee only about $917,975 at 4% or $611,983 at 6%; with 50% employer match about $611,983 at 4% or $407,989 at 6%; with 100% employer match about $458,988 at 4% or $305,992 at 6%.
201812$189,220$30,877$15,439iApproximate average salary by contribution assumption: employee only about $385,963 at 4% or $257,308 at 6%; with 50% employer match about $257,308 at 4% or $171,539 at 6%; with 100% employer match about $192,981 at 4% or $128,654 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-2$189,220$30,877$15,439iApproximate average salary by contribution assumption: employee only about $385,963 at 4% or $257,308 at 6%; with 50% employer match about $257,308 at 4% or $171,539 at 6%; with 100% employer match about $192,981 at 4% or $128,654 at 6%.
201712$180,100$68,699$34,350iApproximate average salary by contribution assumption: employee only about $858,738 at 4% or $572,492 at 6%; with 50% employer match about $572,492 at 4% or $381,661 at 6%; with 100% employer match about $429,369 at 4% or $286,246 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-2$180,100$68,699$34,350iApproximate average salary by contribution assumption: employee only about $858,738 at 4% or $572,492 at 6%; with 50% employer match about $572,492 at 4% or $381,661 at 6%; with 100% employer match about $429,369 at 4% or $286,246 at 6%.
201612$90,185$66,305$33,153iApproximate average salary by contribution assumption: employee only about $828,813 at 4% or $552,542 at 6%; with 50% employer match about $552,542 at 4% or $368,361 at 6%; with 100% employer match about $414,406 at 4% or $276,271 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-2$90,185$66,305$33,153iApproximate average salary by contribution assumption: employee only about $828,813 at 4% or $552,542 at 6%; with 50% employer match about $552,542 at 4% or $368,361 at 6%; with 100% employer match about $414,406 at 4% or $276,271 at 6%.
201512$22,802$23,850$11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%.
Naomi Beard & Associates Safe Harbor 401K Plan-2$22,802$23,850$11,925iApproximate average salary by contribution assumption: employee only about $298,125 at 4% or $198,750 at 6%; with 50% employer match about $198,750 at 4% or $132,500 at 6%; with 100% employer match about $149,063 at 4% or $99,375 at 6%.