Beneco Trust Company LLC
Plan context: Beneco Systems LLC Retirement Savings Plan
EIN 45-5138085 • Scottsdale, AZ • 10 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
46
2018 Assets
$3,444,823
2018 Contributions
$123,077
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 | 0 | $0 | $123,077 | - |
| Beneco Systems LLC Retirement Savings Plan | - | 0 | $0 | $123,077 | - |
| 2017 | 1 | 46 | $3,444,823 | $216,930 | $4,716iApproximate average salary by contribution assumption: employee only about $117,897 at 4% or $78,598 at 6%; with 50% employer match about $78,598 at 4% or $52,399 at 6%; with 100% employer match about $58,948 at 4% or $39,299 at 6%. |
| Beneco Systems LLC Retirement Savings Plan | - | 46 | $3,444,823 | $216,930 | $4,716iApproximate average salary by contribution assumption: employee only about $117,897 at 4% or $78,598 at 6%; with 50% employer match about $78,598 at 4% or $52,399 at 6%; with 100% employer match about $58,948 at 4% or $39,299 at 6%. |
| 2016 | 1 | 50 | $3,408,221 | $251,364 | $5,027iApproximate average salary by contribution assumption: employee only about $125,682 at 4% or $83,788 at 6%; with 50% employer match about $83,788 at 4% or $55,859 at 6%; with 100% employer match about $62,841 at 4% or $41,894 at 6%. |
| Beneco Systems LLC Retirement Savings Plan | - | 50 | $3,408,221 | $251,364 | $5,027iApproximate average salary by contribution assumption: employee only about $125,682 at 4% or $83,788 at 6%; with 50% employer match about $83,788 at 4% or $55,859 at 6%; with 100% employer match about $62,841 at 4% or $41,894 at 6%. |
| 2015 | 2 | 64 | $2,992,411 | $107,452 | $1,679iApproximate average salary by contribution assumption: employee only about $41,973 at 4% or $27,982 at 6%; with 50% employer match about $27,982 at 4% or $18,655 at 6%; with 100% employer match about $20,987 at 4% or $13,991 at 6%. |
| Beneco Systems LLC Retirement Savings Plan | - | 64 | $2,992,411 | $107,452 | $1,679iApproximate average salary by contribution assumption: employee only about $41,973 at 4% or $27,982 at 6%; with 50% employer match about $27,982 at 4% or $18,655 at 6%; with 100% employer match about $20,987 at 4% or $13,991 at 6%. |
| Beneco Incentive Pay Retirement Plan | - | 0 | $0 | - | - |
| 2014 | 2 | 59 | $4,196,942 | $356,776 | $6,047iApproximate average salary by contribution assumption: employee only about $151,176 at 4% or $100,784 at 6%; with 50% employer match about $100,784 at 4% or $67,189 at 6%; with 100% employer match about $75,588 at 4% or $50,392 at 6%. |
| Beneco Systems LLC Retirement Savings Plan | - | 59 | $4,108,130 | $344,617 | $5,841iApproximate average salary by contribution assumption: employee only about $146,024 at 4% or $97,349 at 6%; with 50% employer match about $97,349 at 4% or $64,900 at 6%; with 100% employer match about $73,012 at 4% or $48,675 at 6%. |
| Beneco Incentive Pay Retirement Plan | - | 45 | $88,812 | $12,159 | $270iApproximate average salary by contribution assumption: employee only about $6,755 at 4% or $4,503 at 6%; with 50% employer match about $4,503 at 4% or $3,002 at 6%; with 100% employer match about $3,378 at 4% or $2,252 at 6%. |
| 2013 | 1 | 64 | $4,145,092 | $370,169 | $5,784iApproximate average salary by contribution assumption: employee only about $144,597 at 4% or $96,398 at 6%; with 50% employer match about $96,398 at 4% or $64,265 at 6%; with 100% employer match about $72,299 at 4% or $48,199 at 6%. |
| Beneco Systems LLC Retirement Savings Plan | - | 64 | $4,145,092 | $370,169 | $5,784iApproximate average salary by contribution assumption: employee only about $144,597 at 4% or $96,398 at 6%; with 50% employer match about $96,398 at 4% or $64,265 at 6%; with 100% employer match about $72,299 at 4% or $48,199 at 6%. |
| 2012 | 2 | 0 | $932,278,868 | $0 | - |
| BENECO TRUST COMPANY MASTER PLAN AND TRUST | - | - | $466,139,434 | - | - |
| BENECO MASTER TRUST | - | - | $466,139,434 | - | - |