Civic Intelligence

Beacon Wealth Management Planning Inc.

Plan context: Beacon Wealth Management Planning Inc 401(K) Plan

EIN 46-2987348 • Union, NJ • 10 filings • 1 plans

1020 Galloping Hill Rd. Ste 202Union, NJ 07083
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$788,064

2024 Contributions

$79,442

Historical Graphs

Total Assets Over Time

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

$788,064$394,032$0201520202024YearValue
$788,064Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest year 2024

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
202413$788,064$79,442$26,481iApproximate average salary by contribution assumption: employee only about $662,017 at 4% or $441,344 at 6%; with 50% employer match about $441,344 at 4% or $294,230 at 6%; with 100% employer match about $331,008 at 4% or $220,672 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$788,064$79,442$26,481iApproximate average salary by contribution assumption: employee only about $662,017 at 4% or $441,344 at 6%; with 50% employer match about $441,344 at 4% or $294,230 at 6%; with 100% employer match about $331,008 at 4% or $220,672 at 6%.
202313$566,264$68,015$22,672iApproximate average salary by contribution assumption: employee only about $566,792 at 4% or $377,861 at 6%; with 50% employer match about $377,861 at 4% or $251,907 at 6%; with 100% employer match about $283,396 at 4% or $188,931 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$566,264$68,015$22,672iApproximate average salary by contribution assumption: employee only about $566,792 at 4% or $377,861 at 6%; with 50% employer match about $377,861 at 4% or $251,907 at 6%; with 100% employer match about $283,396 at 4% or $188,931 at 6%.
202213$376,290$60,640$20,213iApproximate average salary by contribution assumption: employee only about $505,333 at 4% or $336,889 at 6%; with 50% employer match about $336,889 at 4% or $224,593 at 6%; with 100% employer match about $252,667 at 4% or $168,444 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$376,290$60,640$20,213iApproximate average salary by contribution assumption: employee only about $505,333 at 4% or $336,889 at 6%; with 50% employer match about $336,889 at 4% or $224,593 at 6%; with 100% employer match about $252,667 at 4% or $168,444 at 6%.
202113$429,996$86,321$28,774iApproximate average salary by contribution assumption: employee only about $719,342 at 4% or $479,561 at 6%; with 50% employer match about $479,561 at 4% or $319,707 at 6%; with 100% employer match about $359,671 at 4% or $239,781 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$429,996$86,321$28,774iApproximate average salary by contribution assumption: employee only about $719,342 at 4% or $479,561 at 6%; with 50% employer match about $479,561 at 4% or $319,707 at 6%; with 100% employer match about $359,671 at 4% or $239,781 at 6%.
202013$296,894$48,011$16,004iApproximate average salary by contribution assumption: employee only about $400,092 at 4% or $266,728 at 6%; with 50% employer match about $266,728 at 4% or $177,819 at 6%; with 100% employer match about $200,046 at 4% or $133,364 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$296,894$48,011$16,004iApproximate average salary by contribution assumption: employee only about $400,092 at 4% or $266,728 at 6%; with 50% employer match about $266,728 at 4% or $177,819 at 6%; with 100% employer match about $200,046 at 4% or $133,364 at 6%.
201913$177,665$42,995$14,332iApproximate average salary by contribution assumption: employee only about $358,292 at 4% or $238,861 at 6%; with 50% employer match about $238,861 at 4% or $159,241 at 6%; with 100% employer match about $179,146 at 4% or $119,431 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$177,665$42,995$14,332iApproximate average salary by contribution assumption: employee only about $358,292 at 4% or $238,861 at 6%; with 50% employer match about $238,861 at 4% or $159,241 at 6%; with 100% employer match about $179,146 at 4% or $119,431 at 6%.
201812$104,305$34,180$17,090iApproximate average salary by contribution assumption: employee only about $427,250 at 4% or $284,833 at 6%; with 50% employer match about $284,833 at 4% or $189,889 at 6%; with 100% employer match about $213,625 at 4% or $142,417 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-2$104,305$34,180$17,090iApproximate average salary by contribution assumption: employee only about $427,250 at 4% or $284,833 at 6%; with 50% employer match about $284,833 at 4% or $189,889 at 6%; with 100% employer match about $213,625 at 4% or $142,417 at 6%.
201713$81,778$24,446$8,149iApproximate average salary by contribution assumption: employee only about $203,717 at 4% or $135,811 at 6%; with 50% employer match about $135,811 at 4% or $90,541 at 6%; with 100% employer match about $101,858 at 4% or $67,906 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$81,778$24,446$8,149iApproximate average salary by contribution assumption: employee only about $203,717 at 4% or $135,811 at 6%; with 50% employer match about $135,811 at 4% or $90,541 at 6%; with 100% employer match about $101,858 at 4% or $67,906 at 6%.
201612$47,923$22,380$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-2$47,923$22,380$11,190iApproximate average salary by contribution assumption: employee only about $279,750 at 4% or $186,500 at 6%; with 50% employer match about $186,500 at 4% or $124,333 at 6%; with 100% employer match about $139,875 at 4% or $93,250 at 6%.
201513$23,221$24,240$8,080iApproximate average salary by contribution assumption: employee only about $202,000 at 4% or $134,667 at 6%; with 50% employer match about $134,667 at 4% or $89,778 at 6%; with 100% employer match about $101,000 at 4% or $67,333 at 6%.
Beacon Wealth Management Planning Inc 401(K) Plan-3$23,221$24,240$8,080iApproximate average salary by contribution assumption: employee only about $202,000 at 4% or $134,667 at 6%; with 50% employer match about $134,667 at 4% or $89,778 at 6%; with 100% employer match about $101,000 at 4% or $67,333 at 6%.