Civic Intelligence

Copper Beech Capital LLC

Plan context: Cbc Retirement Plan

EIN 51-0526484 • Dallas, TX • 18 filings • 3 plans

Copper Beech Capital. Llc12400 Coit Rd., Suite 800Dallas, TX 75251
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,261,512

2024 Contributions

$268,708

Historical Graphs

Total Assets Over Time

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

$3,859,677$1,929,839$0201320192024YearValue
$2,261,512Latest year 2024

Participants Over Time

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

2271140200720162024YearValue
23Latest 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
2024123$2,261,512$268,708$11,683iApproximate average salary by contribution assumption: employee only about $292,074 at 4% or $194,716 at 6%; with 50% employer match about $194,716 at 4% or $129,811 at 6%; with 100% employer match about $146,037 at 4% or $97,358 at 6%.
Cbc Retirement Plan-23$2,261,512$268,708$11,683iApproximate average salary by contribution assumption: employee only about $292,074 at 4% or $194,716 at 6%; with 50% employer match about $194,716 at 4% or $129,811 at 6%; with 100% employer match about $146,037 at 4% or $97,358 at 6%.
2023120$1,791,007$530,343$26,517iApproximate average salary by contribution assumption: employee only about $662,929 at 4% or $441,953 at 6%; with 50% employer match about $441,953 at 4% or $294,635 at 6%; with 100% employer match about $331,464 at 4% or $220,976 at 6%.
Cbc Retirement Plan-20$1,791,007$530,343$26,517iApproximate average salary by contribution assumption: employee only about $662,929 at 4% or $441,953 at 6%; with 50% employer match about $441,953 at 4% or $294,635 at 6%; with 100% employer match about $331,464 at 4% or $220,976 at 6%.
2022118$1,078,466$206,376$11,465iApproximate average salary by contribution assumption: employee only about $286,633 at 4% or $191,089 at 6%; with 50% employer match about $191,089 at 4% or $127,393 at 6%; with 100% employer match about $143,317 at 4% or $95,544 at 6%.
Cbc Retirement Plan-18$1,078,466$206,376$11,465iApproximate average salary by contribution assumption: employee only about $286,633 at 4% or $191,089 at 6%; with 50% employer match about $191,089 at 4% or $127,393 at 6%; with 100% employer match about $143,317 at 4% or $95,544 at 6%.
2021120$1,253,900$187,887$9,394iApproximate average salary by contribution assumption: employee only about $234,859 at 4% or $156,573 at 6%; with 50% employer match about $156,573 at 4% or $104,382 at 6%; with 100% employer match about $117,429 at 4% or $78,286 at 6%.
Cbc Retirement Plan-20$1,253,900$187,887$9,394iApproximate average salary by contribution assumption: employee only about $234,859 at 4% or $156,573 at 6%; with 50% employer match about $156,573 at 4% or $104,382 at 6%; with 100% employer match about $117,429 at 4% or $78,286 at 6%.
2020121$1,035,514$189,589$9,028iApproximate average salary by contribution assumption: employee only about $225,701 at 4% or $150,467 at 6%; with 50% employer match about $150,467 at 4% or $100,312 at 6%; with 100% employer match about $112,851 at 4% or $75,234 at 6%.
Cbc Retirement Plan-21$1,035,514$189,589$9,028iApproximate average salary by contribution assumption: employee only about $225,701 at 4% or $150,467 at 6%; with 50% employer match about $150,467 at 4% or $100,312 at 6%; with 100% employer match about $112,851 at 4% or $75,234 at 6%.
20191159$3,859,677$575,488$3,619iApproximate average salary by contribution assumption: employee only about $90,486 at 4% or $60,324 at 6%; with 50% employer match about $60,324 at 4% or $40,216 at 6%; with 100% employer match about $45,243 at 4% or $30,162 at 6%.
Cbc Retirement Plan-159$3,859,677$575,488$3,619iApproximate average salary by contribution assumption: employee only about $90,486 at 4% or $60,324 at 6%; with 50% employer match about $60,324 at 4% or $40,216 at 6%; with 100% employer match about $45,243 at 4% or $30,162 at 6%.
20181153$2,924,875$813,295$5,316iApproximate average salary by contribution assumption: employee only about $132,891 at 4% or $88,594 at 6%; with 50% employer match about $88,594 at 4% or $59,063 at 6%; with 100% employer match about $66,446 at 4% or $44,297 at 6%.
Cbc Retirement Plan-153$2,924,875$813,295$5,316iApproximate average salary by contribution assumption: employee only about $132,891 at 4% or $88,594 at 6%; with 50% employer match about $88,594 at 4% or $59,063 at 6%; with 100% employer match about $66,446 at 4% or $44,297 at 6%.
20171121$2,370,996$386,943$3,198iApproximate average salary by contribution assumption: employee only about $79,947 at 4% or $53,298 at 6%; with 50% employer match about $53,298 at 4% or $35,532 at 6%; with 100% employer match about $39,973 at 4% or $26,649 at 6%.
Cbc Retirement Plan-121$2,370,996$386,943$3,198iApproximate average salary by contribution assumption: employee only about $79,947 at 4% or $53,298 at 6%; with 50% employer match about $53,298 at 4% or $35,532 at 6%; with 100% employer match about $39,973 at 4% or $26,649 at 6%.
20161108$1,775,048$334,074$3,093iApproximate average salary by contribution assumption: employee only about $77,332 at 4% or $51,555 at 6%; with 50% employer match about $51,555 at 4% or $34,370 at 6%; with 100% employer match about $38,666 at 4% or $25,777 at 6%.
Cbc Retirement Plan-108$1,775,048$334,074$3,093iApproximate average salary by contribution assumption: employee only about $77,332 at 4% or $51,555 at 6%; with 50% employer match about $51,555 at 4% or $34,370 at 6%; with 100% employer match about $38,666 at 4% or $25,777 at 6%.
2015195$1,439,162$278,174$2,928iApproximate average salary by contribution assumption: employee only about $73,204 at 4% or $48,802 at 6%; with 50% employer match about $48,802 at 4% or $32,535 at 6%; with 100% employer match about $36,602 at 4% or $24,401 at 6%.
Cbc Retirement Plan-95$1,439,162$278,174$2,928iApproximate average salary by contribution assumption: employee only about $73,204 at 4% or $48,802 at 6%; with 50% employer match about $48,802 at 4% or $32,535 at 6%; with 100% employer match about $36,602 at 4% or $24,401 at 6%.
20141100$1,422,197$222,777$2,228iApproximate average salary by contribution assumption: employee only about $55,694 at 4% or $37,130 at 6%; with 50% employer match about $37,130 at 4% or $24,753 at 6%; with 100% employer match about $27,847 at 4% or $18,565 at 6%.
Cbc Retirement Plan-100$1,422,197$222,777$2,228iApproximate average salary by contribution assumption: employee only about $55,694 at 4% or $37,130 at 6%; with 50% employer match about $37,130 at 4% or $24,753 at 6%; with 100% employer match about $27,847 at 4% or $18,565 at 6%.
20131114$1,397,192$275,763$2,419iApproximate average salary by contribution assumption: employee only about $60,474 at 4% or $40,316 at 6%; with 50% employer match about $40,316 at 4% or $26,877 at 6%; with 100% employer match about $30,237 at 4% or $20,158 at 6%.
Cbc Retirement Plan-114$1,397,192$275,763$2,419iApproximate average salary by contribution assumption: employee only about $60,474 at 4% or $40,316 at 6%; with 50% employer match about $40,316 at 4% or $26,877 at 6%; with 100% employer match about $30,237 at 4% or $20,158 at 6%.
20121227$0$0-
COPPER BEECH CAPITAL, LLC EMPLOYEE BENEFITS WELFARE PLAN-227---
20111209$0$0-
COPPER BEECH CAPITAL, LLC EMPLOYEE BENEFITS WELFARE PLAN-209---
20101186$0$0-
COPPER BEECH CAPITAL, LLC EMPLOYEE BENEFITS WELFARE PLAN-186---
20091198$0$0-
COPPER BEECH CAPITAL, LLC EMPLOYEE BENEFITS WELFARE PLAN-198---
20081174$0$0-
COPPER BEECH CAPITAL, LLC EMPLOYEE BENEFITS WELFARE PLAN-174---
20071159$0$0-
COPPER BEECH CAPITAL, LLC EMPLOYEE BENEFITS WELFARE PLAN-159---