BALANCE BEACON, LLC
Plan context: BALANCE BEACON 401(K) PLAN
EIN 47-5590664 • Euless, TX • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$181,214
2025 Contributions
$37,497
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $181,214 | $37,497 | $3,409iApproximate average salary by contribution assumption: employee only about $85,220 at 4% or $56,814 at 6%; with 50% employer match about $56,814 at 4% or $37,876 at 6%; with 100% employer match about $42,610 at 4% or $28,407 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 11 | $181,214 | $37,497 | $3,409iApproximate average salary by contribution assumption: employee only about $85,220 at 4% or $56,814 at 6%; with 50% employer match about $56,814 at 4% or $37,876 at 6%; with 100% employer match about $42,610 at 4% or $28,407 at 6%. |
| 2024 | 1 | 12 | $129,916 | $31,644 | $2,637iApproximate average salary by contribution assumption: employee only about $65,925 at 4% or $43,950 at 6%; with 50% employer match about $43,950 at 4% or $29,300 at 6%; with 100% employer match about $32,963 at 4% or $21,975 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 12 | $129,916 | $31,644 | $2,637iApproximate average salary by contribution assumption: employee only about $65,925 at 4% or $43,950 at 6%; with 50% employer match about $43,950 at 4% or $29,300 at 6%; with 100% employer match about $32,963 at 4% or $21,975 at 6%. |
| 2023 | 1 | 14 | $114,602 | $28,429 | $2,031iApproximate average salary by contribution assumption: employee only about $50,766 at 4% or $33,844 at 6%; with 50% employer match about $33,844 at 4% or $22,563 at 6%; with 100% employer match about $25,383 at 4% or $16,922 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 14 | $114,602 | $28,429 | $2,031iApproximate average salary by contribution assumption: employee only about $50,766 at 4% or $33,844 at 6%; with 50% employer match about $33,844 at 4% or $22,563 at 6%; with 100% employer match about $25,383 at 4% or $16,922 at 6%. |
| 2022 | 1 | 14 | $84,207 | $38,666 | $2,762iApproximate average salary by contribution assumption: employee only about $69,046 at 4% or $46,031 at 6%; with 50% employer match about $46,031 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,015 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 14 | $84,207 | $38,666 | $2,762iApproximate average salary by contribution assumption: employee only about $69,046 at 4% or $46,031 at 6%; with 50% employer match about $46,031 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,015 at 6%. |
| 2021 | 1 | 9 | $67,558 | $33,747 | $3,750iApproximate average salary by contribution assumption: employee only about $93,742 at 4% or $62,494 at 6%; with 50% employer match about $62,494 at 4% or $41,663 at 6%; with 100% employer match about $46,871 at 4% or $31,247 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 9 | $67,558 | $33,747 | $3,750iApproximate average salary by contribution assumption: employee only about $93,742 at 4% or $62,494 at 6%; with 50% employer match about $62,494 at 4% or $41,663 at 6%; with 100% employer match about $46,871 at 4% or $31,247 at 6%. |
| 2020 | 1 | 6 | $27,536 | $15,616 | $2,603iApproximate average salary by contribution assumption: employee only about $65,067 at 4% or $43,378 at 6%; with 50% employer match about $43,378 at 4% or $28,919 at 6%; with 100% employer match about $32,533 at 4% or $21,689 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 6 | $27,536 | $15,616 | $2,603iApproximate average salary by contribution assumption: employee only about $65,067 at 4% or $43,378 at 6%; with 50% employer match about $43,378 at 4% or $28,919 at 6%; with 100% employer match about $32,533 at 4% or $21,689 at 6%. |
| 2019 | 1 | 6 | $7,851 | $7,355 | $1,226iApproximate average salary by contribution assumption: employee only about $30,646 at 4% or $20,431 at 6%; with 50% employer match about $20,431 at 4% or $13,620 at 6%; with 100% employer match about $15,323 at 4% or $10,215 at 6%. |
| BALANCE BEACON 401(K) PLAN | - | 6 | $7,851 | $7,355 | $1,226iApproximate average salary by contribution assumption: employee only about $30,646 at 4% or $20,431 at 6%; with 50% employer match about $20,431 at 4% or $13,620 at 6%; with 100% employer match about $15,323 at 4% or $10,215 at 6%. |