Civic Intelligence

Luper and Beach, P.A.

Plan context: Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust

EIN 56-2043381 • New Bern, NC • 27 filings • 7 plans

2801 Village WayNew Bern, NC 28562
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$2,762,987

2023 Contributions

$9,503

Historical Graphs

Total Assets Over Time

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

$3,950,811$1,975,406$0199920122022YearValue
$2,762,987Latest year 2022

Participants Over Time

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

20100199920112022YearValue
20Latest year 2022

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
202310$0$9,503-
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-0$0$9,503-
2022120$2,762,987$256,406$12,820iApproximate average salary by contribution assumption: employee only about $320,508 at 4% or $213,672 at 6%; with 50% employer match about $213,672 at 4% or $142,448 at 6%; with 100% employer match about $160,254 at 4% or $106,836 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-20$2,762,987$256,406$12,820iApproximate average salary by contribution assumption: employee only about $320,508 at 4% or $213,672 at 6%; with 50% employer match about $213,672 at 4% or $142,448 at 6%; with 100% employer match about $160,254 at 4% or $106,836 at 6%.
2021119$3,029,004$176,344$9,281iApproximate average salary by contribution assumption: employee only about $232,032 at 4% or $154,688 at 6%; with 50% employer match about $154,688 at 4% or $103,125 at 6%; with 100% employer match about $116,016 at 4% or $77,344 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-19$3,029,004$176,344$9,281iApproximate average salary by contribution assumption: employee only about $232,032 at 4% or $154,688 at 6%; with 50% employer match about $154,688 at 4% or $103,125 at 6%; with 100% employer match about $116,016 at 4% or $77,344 at 6%.
2020119$2,452,993$176,585$9,294iApproximate average salary by contribution assumption: employee only about $232,349 at 4% or $154,899 at 6%; with 50% employer match about $154,899 at 4% or $103,266 at 6%; with 100% employer match about $116,174 at 4% or $77,450 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-19$2,452,993$176,585$9,294iApproximate average salary by contribution assumption: employee only about $232,349 at 4% or $154,899 at 6%; with 50% employer match about $154,899 at 4% or $103,266 at 6%; with 100% employer match about $116,174 at 4% or $77,450 at 6%.
2019119$2,747,235$224,321$11,806iApproximate average salary by contribution assumption: employee only about $295,159 at 4% or $196,773 at 6%; with 50% employer match about $196,773 at 4% or $131,182 at 6%; with 100% employer match about $147,580 at 4% or $98,386 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-19$2,747,235$224,321$11,806iApproximate average salary by contribution assumption: employee only about $295,159 at 4% or $196,773 at 6%; with 50% employer match about $196,773 at 4% or $131,182 at 6%; with 100% employer match about $147,580 at 4% or $98,386 at 6%.
2018117$3,243,176$194,361$11,433iApproximate average salary by contribution assumption: employee only about $285,825 at 4% or $190,550 at 6%; with 50% employer match about $190,550 at 4% or $127,033 at 6%; with 100% employer match about $142,913 at 4% or $95,275 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-17$3,243,176$194,361$11,433iApproximate average salary by contribution assumption: employee only about $285,825 at 4% or $190,550 at 6%; with 50% employer match about $190,550 at 4% or $127,033 at 6%; with 100% employer match about $142,913 at 4% or $95,275 at 6%.
2017117$3,950,811$177,186$10,423iApproximate average salary by contribution assumption: employee only about $260,568 at 4% or $173,712 at 6%; with 50% employer match about $173,712 at 4% or $115,808 at 6%; with 100% employer match about $130,284 at 4% or $86,856 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-17$3,950,811$177,186$10,423iApproximate average salary by contribution assumption: employee only about $260,568 at 4% or $173,712 at 6%; with 50% employer match about $173,712 at 4% or $115,808 at 6%; with 100% employer match about $130,284 at 4% or $86,856 at 6%.
2016116$3,186,228$194,895$12,181iApproximate average salary by contribution assumption: employee only about $304,523 at 4% or $203,016 at 6%; with 50% employer match about $203,016 at 4% or $135,344 at 6%; with 100% employer match about $152,262 at 4% or $101,508 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-16$3,186,228$194,895$12,181iApproximate average salary by contribution assumption: employee only about $304,523 at 4% or $203,016 at 6%; with 50% employer match about $203,016 at 4% or $135,344 at 6%; with 100% employer match about $152,262 at 4% or $101,508 at 6%.
2015115$2,929,298$202,768$13,518iApproximate average salary by contribution assumption: employee only about $337,947 at 4% or $225,298 at 6%; with 50% employer match about $225,298 at 4% or $150,199 at 6%; with 100% employer match about $168,973 at 4% or $112,649 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-15$2,929,298$202,768$13,518iApproximate average salary by contribution assumption: employee only about $337,947 at 4% or $225,298 at 6%; with 50% employer match about $225,298 at 4% or $150,199 at 6%; with 100% employer match about $168,973 at 4% or $112,649 at 6%.
2014116$2,836,582$174,909$10,932iApproximate average salary by contribution assumption: employee only about $273,295 at 4% or $182,197 at 6%; with 50% employer match about $182,197 at 4% or $121,465 at 6%; with 100% employer match about $136,648 at 4% or $91,098 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-16$2,836,582$174,909$10,932iApproximate average salary by contribution assumption: employee only about $273,295 at 4% or $182,197 at 6%; with 50% employer match about $182,197 at 4% or $121,465 at 6%; with 100% employer match about $136,648 at 4% or $91,098 at 6%.
2013117$2,626,079$198,623$11,684iApproximate average salary by contribution assumption: employee only about $292,093 at 4% or $194,728 at 6%; with 50% employer match about $194,728 at 4% or $129,819 at 6%; with 100% employer match about $146,046 at 4% or $97,364 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-17$2,626,079$198,623$11,684iApproximate average salary by contribution assumption: employee only about $292,093 at 4% or $194,728 at 6%; with 50% employer match about $194,728 at 4% or $129,819 at 6%; with 100% employer match about $146,046 at 4% or $97,364 at 6%.
2012116$2,099,016$193,819$12,114iApproximate average salary by contribution assumption: employee only about $302,842 at 4% or $201,895 at 6%; with 50% employer match about $201,895 at 4% or $134,597 at 6%; with 100% employer match about $151,421 at 4% or $100,947 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-16$2,099,016$193,819$12,114iApproximate average salary by contribution assumption: employee only about $302,842 at 4% or $201,895 at 6%; with 50% employer match about $201,895 at 4% or $134,597 at 6%; with 100% employer match about $151,421 at 4% or $100,947 at 6%.
2011118$1,688,655$223,101$12,395iApproximate average salary by contribution assumption: employee only about $309,863 at 4% or $206,575 at 6%; with 50% employer match about $206,575 at 4% or $137,717 at 6%; with 100% employer match about $154,931 at 4% or $103,288 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-18$1,688,655$223,101$12,395iApproximate average salary by contribution assumption: employee only about $309,863 at 4% or $206,575 at 6%; with 50% employer match about $206,575 at 4% or $137,717 at 6%; with 100% employer match about $154,931 at 4% or $103,288 at 6%.
2010120$1,561,348$180,939$9,047iApproximate average salary by contribution assumption: employee only about $226,174 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,087 at 4% or $75,391 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-20$1,561,348$180,939$9,047iApproximate average salary by contribution assumption: employee only about $226,174 at 4% or $150,783 at 6%; with 50% employer match about $150,783 at 4% or $100,522 at 6%; with 100% employer match about $113,087 at 4% or $75,391 at 6%.
2009118$1,185,367$209,620$11,646iApproximate average salary by contribution assumption: employee only about $291,139 at 4% or $194,093 at 6%; with 50% employer match about $194,093 at 4% or $129,395 at 6%; with 100% employer match about $145,569 at 4% or $97,046 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-18$1,185,367$209,620$11,646iApproximate average salary by contribution assumption: employee only about $291,139 at 4% or $194,093 at 6%; with 50% employer match about $194,093 at 4% or $129,395 at 6%; with 100% employer match about $145,569 at 4% or $97,046 at 6%.
2008117$804,119$176,006$10,353iApproximate average salary by contribution assumption: employee only about $258,832 at 4% or $172,555 at 6%; with 50% employer match about $172,555 at 4% or $115,037 at 6%; with 100% employer match about $129,416 at 4% or $86,277 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-17$804,119$176,006$10,353iApproximate average salary by contribution assumption: employee only about $258,832 at 4% or $172,555 at 6%; with 50% employer match about $172,555 at 4% or $115,037 at 6%; with 100% employer match about $129,416 at 4% or $86,277 at 6%.
2007113$1,125,617$182,153$14,012iApproximate average salary by contribution assumption: employee only about $350,294 at 4% or $233,529 at 6%; with 50% employer match about $233,529 at 4% or $155,686 at 6%; with 100% employer match about $175,147 at 4% or $116,765 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-13$1,125,617$182,153$14,012iApproximate average salary by contribution assumption: employee only about $350,294 at 4% or $233,529 at 6%; with 50% employer match about $233,529 at 4% or $155,686 at 6%; with 100% employer match about $175,147 at 4% or $116,765 at 6%.
2006113$860,034$113,626$8,740iApproximate average salary by contribution assumption: employee only about $218,512 at 4% or $145,674 at 6%; with 50% employer match about $145,674 at 4% or $97,116 at 6%; with 100% employer match about $109,256 at 4% or $72,837 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-13$860,034$113,626$8,740iApproximate average salary by contribution assumption: employee only about $218,512 at 4% or $145,674 at 6%; with 50% employer match about $145,674 at 4% or $97,116 at 6%; with 100% employer match about $109,256 at 4% or $72,837 at 6%.
2005110$673,265$109,912$10,991iApproximate average salary by contribution assumption: employee only about $274,780 at 4% or $183,187 at 6%; with 50% employer match about $183,187 at 4% or $122,124 at 6%; with 100% employer match about $137,390 at 4% or $91,593 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-10$673,265$109,912$10,991iApproximate average salary by contribution assumption: employee only about $274,780 at 4% or $183,187 at 6%; with 50% employer match about $183,187 at 4% or $122,124 at 6%; with 100% employer match about $137,390 at 4% or $91,593 at 6%.
2004112$530,205$96,335$8,028iApproximate average salary by contribution assumption: employee only about $200,698 at 4% or $133,799 at 6%; with 50% employer match about $133,799 at 4% or $89,199 at 6%; with 100% employer match about $100,349 at 4% or $66,899 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-12$530,205$96,335$8,028iApproximate average salary by contribution assumption: employee only about $200,698 at 4% or $133,799 at 6%; with 50% employer match about $133,799 at 4% or $89,199 at 6%; with 100% employer match about $100,349 at 4% or $66,899 at 6%.
2003110$386,220$99,207$9,921iApproximate average salary by contribution assumption: employee only about $248,018 at 4% or $165,345 at 6%; with 50% employer match about $165,345 at 4% or $110,230 at 6%; with 100% employer match about $124,009 at 4% or $82,673 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-10$386,220$99,207$9,921iApproximate average salary by contribution assumption: employee only about $248,018 at 4% or $165,345 at 6%; with 50% employer match about $165,345 at 4% or $110,230 at 6%; with 100% employer match about $124,009 at 4% or $82,673 at 6%.
200218$215,684$76,128$9,516iApproximate average salary by contribution assumption: employee only about $237,900 at 4% or $158,600 at 6%; with 50% employer match about $158,600 at 4% or $105,733 at 6%; with 100% employer match about $118,950 at 4% or $79,300 at 6%.
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-8$215,684$76,128$9,516iApproximate average salary by contribution assumption: employee only about $237,900 at 4% or $158,600 at 6%; with 50% employer match about $158,600 at 4% or $105,733 at 6%; with 100% employer match about $118,950 at 4% or $79,300 at 6%.
200127$0$0-
Luper and Beach, P.A. 401K Retirement Plan-0---
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-7---
200027$0$0-
Luper, Beach, Mistak and Williams, P.A. Retirement Plan and Trust-7---
Luper and Beach, P.A. 401K Retirement Plan-7---
199917$205,844$65,270$9,324iApproximate average salary by contribution assumption: employee only about $233,107 at 4% or $155,405 at 6%; with 50% employer match about $155,405 at 4% or $103,603 at 6%; with 100% employer match about $116,554 at 4% or $77,702 at 6%.
Luper and Beach, P.A. 401K Retirement Plan-7$205,844$65,270$9,324iApproximate average salary by contribution assumption: employee only about $233,107 at 4% or $155,405 at 6%; with 50% employer match about $155,405 at 4% or $103,603 at 6%; with 100% employer match about $116,554 at 4% or $77,702 at 6%.