Civic Intelligence

Insurancebeaconcom

Plan context: Insurancebeaconcom 401(K) Profit Sharing Plan & Trust

EIN 51-0403688 • Surprise, AZ • 16 filings • 4 plans

15270 W Brookside Ln Ste 125Surprise, AZ 85374-2449
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,358,083

2024 Contributions

$165,384

Historical Graphs

Total Assets Over Time

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

$1,358,083$679,042$0200920172024YearValue
$1,358,083Latest year 2024

Participants Over Time

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

1790200920172024YearValue
17Latest 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
2024117$1,358,083$165,384$9,728iApproximate average salary by contribution assumption: employee only about $243,212 at 4% or $162,141 at 6%; with 50% employer match about $162,141 at 4% or $108,094 at 6%; with 100% employer match about $121,606 at 4% or $81,071 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-17$1,358,083$165,384$9,728iApproximate average salary by contribution assumption: employee only about $243,212 at 4% or $162,141 at 6%; with 50% employer match about $162,141 at 4% or $108,094 at 6%; with 100% employer match about $121,606 at 4% or $81,071 at 6%.
2023117$1,020,061$143,822$8,460iApproximate average salary by contribution assumption: employee only about $211,503 at 4% or $141,002 at 6%; with 50% employer match about $141,002 at 4% or $94,001 at 6%; with 100% employer match about $105,751 at 4% or $70,501 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-17$1,020,061$143,822$8,460iApproximate average salary by contribution assumption: employee only about $211,503 at 4% or $141,002 at 6%; with 50% employer match about $141,002 at 4% or $94,001 at 6%; with 100% employer match about $105,751 at 4% or $70,501 at 6%.
2022117$725,578$118,956$6,997iApproximate average salary by contribution assumption: employee only about $174,935 at 4% or $116,624 at 6%; with 50% employer match about $116,624 at 4% or $77,749 at 6%; with 100% employer match about $87,468 at 4% or $58,312 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-17$725,578$118,956$6,997iApproximate average salary by contribution assumption: employee only about $174,935 at 4% or $116,624 at 6%; with 50% employer match about $116,624 at 4% or $77,749 at 6%; with 100% employer match about $87,468 at 4% or $58,312 at 6%.
2021117$756,984$101,683$5,981iApproximate average salary by contribution assumption: employee only about $149,534 at 4% or $99,689 at 6%; with 50% employer match about $99,689 at 4% or $66,459 at 6%; with 100% employer match about $74,767 at 4% or $49,845 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-17$756,984$101,683$5,981iApproximate average salary by contribution assumption: employee only about $149,534 at 4% or $99,689 at 6%; with 50% employer match about $99,689 at 4% or $66,459 at 6%; with 100% employer match about $74,767 at 4% or $49,845 at 6%.
2020115$555,956$80,277$5,352iApproximate average salary by contribution assumption: employee only about $133,795 at 4% or $89,197 at 6%; with 50% employer match about $89,197 at 4% or $59,464 at 6%; with 100% employer match about $66,898 at 4% or $44,598 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-15$555,956$80,277$5,352iApproximate average salary by contribution assumption: employee only about $133,795 at 4% or $89,197 at 6%; with 50% employer match about $89,197 at 4% or $59,464 at 6%; with 100% employer match about $66,898 at 4% or $44,598 at 6%.
2019115$440,869$74,894$4,993iApproximate average salary by contribution assumption: employee only about $124,823 at 4% or $83,216 at 6%; with 50% employer match about $83,216 at 4% or $55,477 at 6%; with 100% employer match about $62,412 at 4% or $41,608 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-15$440,869$74,894$4,993iApproximate average salary by contribution assumption: employee only about $124,823 at 4% or $83,216 at 6%; with 50% employer match about $83,216 at 4% or $55,477 at 6%; with 100% employer match about $62,412 at 4% or $41,608 at 6%.
2018113$305,225$60,997$4,692iApproximate average salary by contribution assumption: employee only about $117,302 at 4% or $78,201 at 6%; with 50% employer match about $78,201 at 4% or $52,134 at 6%; with 100% employer match about $58,651 at 4% or $39,101 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-13$305,225$60,997$4,692iApproximate average salary by contribution assumption: employee only about $117,302 at 4% or $78,201 at 6%; with 50% employer match about $78,201 at 4% or $52,134 at 6%; with 100% employer match about $58,651 at 4% or $39,101 at 6%.
2017111$268,139$50,908$4,628iApproximate average salary by contribution assumption: employee only about $115,700 at 4% or $77,133 at 6%; with 50% employer match about $77,133 at 4% or $51,422 at 6%; with 100% employer match about $57,850 at 4% or $38,567 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-11$268,139$50,908$4,628iApproximate average salary by contribution assumption: employee only about $115,700 at 4% or $77,133 at 6%; with 50% employer match about $77,133 at 4% or $51,422 at 6%; with 100% employer match about $57,850 at 4% or $38,567 at 6%.
201619$184,968$38,250$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-9$184,968$38,250$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
201519$131,756$24,208$2,690iApproximate average salary by contribution assumption: employee only about $67,244 at 4% or $44,830 at 6%; with 50% employer match about $44,830 at 4% or $29,886 at 6%; with 100% employer match about $33,622 at 4% or $22,415 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-9$131,756$24,208$2,690iApproximate average salary by contribution assumption: employee only about $67,244 at 4% or $44,830 at 6%; with 50% employer match about $44,830 at 4% or $29,886 at 6%; with 100% employer match about $33,622 at 4% or $22,415 at 6%.
201419$121,151$21,792$2,421iApproximate average salary by contribution assumption: employee only about $60,533 at 4% or $40,356 at 6%; with 50% employer match about $40,356 at 4% or $26,904 at 6%; with 100% employer match about $30,267 at 4% or $20,178 at 6%.
INSURANCEBEACONCOM 401 K PROFIT SHARING PLAN TRUST-9$121,151$21,792$2,421iApproximate average salary by contribution assumption: employee only about $60,533 at 4% or $40,356 at 6%; with 50% employer match about $40,356 at 4% or $26,904 at 6%; with 100% employer match about $30,267 at 4% or $20,178 at 6%.
201318$91,035$23,707$2,963iApproximate average salary by contribution assumption: employee only about $74,084 at 4% or $49,390 at 6%; with 50% employer match about $49,390 at 4% or $32,926 at 6%; with 100% employer match about $37,042 at 4% or $24,695 at 6%.
INSURANCEBEACONCOM 401 K PROFIT SHARING PLAN TRUST-8$91,035$23,707$2,963iApproximate average salary by contribution assumption: employee only about $74,084 at 4% or $49,390 at 6%; with 50% employer match about $49,390 at 4% or $32,926 at 6%; with 100% employer match about $37,042 at 4% or $24,695 at 6%.
201213$54,447$12,098$4,033iApproximate average salary by contribution assumption: employee only about $100,817 at 4% or $67,211 at 6%; with 50% employer match about $67,211 at 4% or $44,807 at 6%; with 100% employer match about $50,408 at 4% or $33,606 at 6%.
INSURANCEBEACONCOM 401 K PROFIT SHARING PLAN TRUST-3$54,447$12,098$4,033iApproximate average salary by contribution assumption: employee only about $100,817 at 4% or $67,211 at 6%; with 50% employer match about $67,211 at 4% or $44,807 at 6%; with 100% employer match about $50,408 at 4% or $33,606 at 6%.
201116$47,388$15,331$2,555iApproximate average salary by contribution assumption: employee only about $63,879 at 4% or $42,586 at 6%; with 50% employer match about $42,586 at 4% or $28,391 at 6%; with 100% employer match about $31,940 at 4% or $21,293 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-6$47,388$15,331$2,555iApproximate average salary by contribution assumption: employee only about $63,879 at 4% or $42,586 at 6%; with 50% employer match about $42,586 at 4% or $28,391 at 6%; with 100% employer match about $31,940 at 4% or $21,293 at 6%.
2010114$51,413$12,381$884iApproximate average salary by contribution assumption: employee only about $22,109 at 4% or $14,739 at 6%; with 50% employer match about $14,739 at 4% or $9,826 at 6%; with 100% employer match about $11,054 at 4% or $7,370 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-14$51,413$12,381$884iApproximate average salary by contribution assumption: employee only about $22,109 at 4% or $14,739 at 6%; with 50% employer match about $14,739 at 4% or $9,826 at 6%; with 100% employer match about $11,054 at 4% or $7,370 at 6%.
2009112$33,830$26,695$2,225iApproximate average salary by contribution assumption: employee only about $55,615 at 4% or $37,076 at 6%; with 50% employer match about $37,076 at 4% or $24,718 at 6%; with 100% employer match about $27,807 at 4% or $18,538 at 6%.
Insurancebeaconcom 401(K) Profit Sharing Plan & Trust-12$33,830$26,695$2,225iApproximate average salary by contribution assumption: employee only about $55,615 at 4% or $37,076 at 6%; with 50% employer match about $37,076 at 4% or $24,718 at 6%; with 100% employer match about $27,807 at 4% or $18,538 at 6%.