Civic Intelligence

BEACON ASSOCIATES, INC MONEY PURCHASE PENSION PLAN

Plan context: Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.

EIN 52-1725606 • 20 filings • 7 plans

Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$1,001,756

2018 Contributions

$26,250

Historical Graphs

Total Assets Over Time

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

$1,001,756$500,878$0200320102017YearValue
$1,001,756Latest year 2017

Participants Over Time

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

210200020112017YearValue
2Latest year 2017

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
201810$0$26,250-
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-0-$26,250-
201712$1,001,756$39,250$19,625iApproximate average salary by contribution assumption: employee only about $490,625 at 4% or $327,083 at 6%; with 50% employer match about $327,083 at 4% or $218,056 at 6%; with 100% employer match about $245,313 at 4% or $163,542 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$1,001,756$39,250$19,625iApproximate average salary by contribution assumption: employee only about $490,625 at 4% or $327,083 at 6%; with 50% employer match about $327,083 at 4% or $218,056 at 6%; with 100% employer match about $245,313 at 4% or $163,542 at 6%.
201612$918,849$33,750$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$918,849$33,750$16,875iApproximate average salary by contribution assumption: employee only about $421,875 at 4% or $281,250 at 6%; with 50% employer match about $281,250 at 4% or $187,500 at 6%; with 100% employer match about $210,938 at 4% or $140,625 at 6%.
201512$876,768$39,074$19,537iApproximate average salary by contribution assumption: employee only about $488,425 at 4% or $325,617 at 6%; with 50% employer match about $325,617 at 4% or $217,078 at 6%; with 100% employer match about $244,213 at 4% or $162,808 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$876,768$39,074$19,537iApproximate average salary by contribution assumption: employee only about $488,425 at 4% or $325,617 at 6%; with 50% employer match about $325,617 at 4% or $217,078 at 6%; with 100% employer match about $244,213 at 4% or $162,808 at 6%.
201412$844,234$46,565$23,283iApproximate average salary by contribution assumption: employee only about $582,063 at 4% or $388,042 at 6%; with 50% employer match about $388,042 at 4% or $258,694 at 6%; with 100% employer match about $291,031 at 4% or $194,021 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$844,234$46,565$23,283iApproximate average salary by contribution assumption: employee only about $582,063 at 4% or $388,042 at 6%; with 50% employer match about $388,042 at 4% or $258,694 at 6%; with 100% employer match about $291,031 at 4% or $194,021 at 6%.
201312$812,261$39,546$19,773iApproximate average salary by contribution assumption: employee only about $494,325 at 4% or $329,550 at 6%; with 50% employer match about $329,550 at 4% or $219,700 at 6%; with 100% employer match about $247,163 at 4% or $164,775 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$812,261$39,546$19,773iApproximate average salary by contribution assumption: employee only about $494,325 at 4% or $329,550 at 6%; with 50% employer match about $329,550 at 4% or $219,700 at 6%; with 100% employer match about $247,163 at 4% or $164,775 at 6%.
201212$582,571$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$582,571$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201112$459,597$2,408$1,204iApproximate average salary by contribution assumption: employee only about $30,100 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,033 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$459,597$2,408$1,204iApproximate average salary by contribution assumption: employee only about $30,100 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,033 at 6%.
201012$858,122$75,001$37,501iApproximate average salary by contribution assumption: employee only about $937,513 at 4% or $625,008 at 6%; with 50% employer match about $625,008 at 4% or $416,672 at 6%; with 100% employer match about $468,756 at 4% or $312,504 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$858,122$75,001$37,501iApproximate average salary by contribution assumption: employee only about $937,513 at 4% or $625,008 at 6%; with 50% employer match about $625,008 at 4% or $416,672 at 6%; with 100% employer match about $468,756 at 4% or $312,504 at 6%.
200912$677,475$30,250$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$677,475$30,250$15,125iApproximate average salary by contribution assumption: employee only about $378,125 at 4% or $252,083 at 6%; with 50% employer match about $252,083 at 4% or $168,056 at 6%; with 100% employer match about $189,063 at 4% or $126,042 at 6%.
200812$439,424$19,003$9,502iApproximate average salary by contribution assumption: employee only about $237,538 at 4% or $158,358 at 6%; with 50% employer match about $158,358 at 4% or $105,572 at 6%; with 100% employer match about $118,769 at 4% or $79,179 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-2$439,424$19,003$9,502iApproximate average salary by contribution assumption: employee only about $237,538 at 4% or $158,358 at 6%; with 50% employer match about $158,358 at 4% or $105,572 at 6%; with 100% employer match about $118,769 at 4% or $79,179 at 6%.
200710$792,480$33,531-
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-0$792,480$33,531-
200610$706,632$47,403-
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-0$706,632$47,403-
200510$531,471$133,173-
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-0$531,471$133,173-
200411$334,158$79,625$79,625iApproximate average salary by contribution assumption: employee only about $1,990,625 at 4% or $1,327,083 at 6%; with 50% employer match about $1,327,083 at 4% or $884,722 at 6%; with 100% employer match about $995,313 at 4% or $663,542 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-1$334,158$79,625$79,625iApproximate average salary by contribution assumption: employee only about $1,990,625 at 4% or $1,327,083 at 6%; with 50% employer match about $1,327,083 at 4% or $884,722 at 6%; with 100% employer match about $995,313 at 4% or $663,542 at 6%.
200311$204,041$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-1$204,041$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200121$0$0-
MONEY PURCHASE PENSION PLAN-1---
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-1---
200021$0$0-
Morgan Stanle Smith Barney Profit Sharing Plan for Beacon Associates Inc.-1---
MONEY PURCHASE PENSION PLAN-1---