Beacon Financial Credit Union
Plan context: Beacon Financial Credit Union 401(K) Plan
EIN 62-6041473 • Johnson City, TN • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$392,731
2024 Contributions
$90,313
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $392,731 | $90,313 | $6,451iApproximate average salary by contribution assumption: employee only about $161,273 at 4% or $107,515 at 6%; with 50% employer match about $107,515 at 4% or $71,677 at 6%; with 100% employer match about $80,637 at 4% or $53,758 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 14 | $392,731 | $90,313 | $6,451iApproximate average salary by contribution assumption: employee only about $161,273 at 4% or $107,515 at 6%; with 50% employer match about $107,515 at 4% or $71,677 at 6%; with 100% employer match about $80,637 at 4% or $53,758 at 6%. |
| 2023 | 1 | 12 | $334,910 | $51,844 | $4,320iApproximate average salary by contribution assumption: employee only about $108,008 at 4% or $72,006 at 6%; with 50% employer match about $72,006 at 4% or $48,004 at 6%; with 100% employer match about $54,004 at 4% or $36,003 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 12 | $334,910 | $51,844 | $4,320iApproximate average salary by contribution assumption: employee only about $108,008 at 4% or $72,006 at 6%; with 50% employer match about $72,006 at 4% or $48,004 at 6%; with 100% employer match about $54,004 at 4% or $36,003 at 6%. |
| 2022 | 1 | 10 | $289,111 | $138,389 | $13,839iApproximate average salary by contribution assumption: employee only about $345,973 at 4% or $230,648 at 6%; with 50% employer match about $230,648 at 4% or $153,766 at 6%; with 100% employer match about $172,986 at 4% or $115,324 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 10 | $289,111 | $138,389 | $13,839iApproximate average salary by contribution assumption: employee only about $345,973 at 4% or $230,648 at 6%; with 50% employer match about $230,648 at 4% or $153,766 at 6%; with 100% employer match about $172,986 at 4% or $115,324 at 6%. |
| 2021 | 1 | 9 | $224,733 | $42,601 | $4,733iApproximate average salary by contribution assumption: employee only about $118,336 at 4% or $78,891 at 6%; with 50% employer match about $78,891 at 4% or $52,594 at 6%; with 100% employer match about $59,168 at 4% or $39,445 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 9 | $224,733 | $42,601 | $4,733iApproximate average salary by contribution assumption: employee only about $118,336 at 4% or $78,891 at 6%; with 50% employer match about $78,891 at 4% or $52,594 at 6%; with 100% employer match about $59,168 at 4% or $39,445 at 6%. |
| 2020 | 1 | 8 | $180,731 | $30,329 | $3,791iApproximate average salary by contribution assumption: employee only about $94,778 at 4% or $63,185 at 6%; with 50% employer match about $63,185 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 8 | $180,731 | $30,329 | $3,791iApproximate average salary by contribution assumption: employee only about $94,778 at 4% or $63,185 at 6%; with 50% employer match about $63,185 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%. |
| 2019 | 1 | 7 | $122,738 | $14,621 | $2,089iApproximate average salary by contribution assumption: employee only about $52,218 at 4% or $34,812 at 6%; with 50% employer match about $34,812 at 4% or $23,208 at 6%; with 100% employer match about $26,109 at 4% or $17,406 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 7 | $122,738 | $14,621 | $2,089iApproximate average salary by contribution assumption: employee only about $52,218 at 4% or $34,812 at 6%; with 50% employer match about $34,812 at 4% or $23,208 at 6%; with 100% employer match about $26,109 at 4% or $17,406 at 6%. |
| 2018 | 1 | 6 | $90,511 | $100,968 | $16,828iApproximate average salary by contribution assumption: employee only about $420,700 at 4% or $280,467 at 6%; with 50% employer match about $280,467 at 4% or $186,978 at 6%; with 100% employer match about $210,350 at 4% or $140,233 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 6 | $90,511 | $100,968 | $16,828iApproximate average salary by contribution assumption: employee only about $420,700 at 4% or $280,467 at 6%; with 50% employer match about $280,467 at 4% or $186,978 at 6%; with 100% employer match about $210,350 at 4% or $140,233 at 6%. |
| 2017 | 1 | 3 | $44,799 | $620 | $207iApproximate average salary by contribution assumption: employee only about $5,167 at 4% or $3,444 at 6%; with 50% employer match about $3,444 at 4% or $2,296 at 6%; with 100% employer match about $2,583 at 4% or $1,722 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 3 | $44,799 | $620 | $207iApproximate average salary by contribution assumption: employee only about $5,167 at 4% or $3,444 at 6%; with 50% employer match about $3,444 at 4% or $2,296 at 6%; with 100% employer match about $2,583 at 4% or $1,722 at 6%. |
| 2016 | 1 | 5 | $81,458 | $1,125 | $225iApproximate average salary by contribution assumption: employee only about $5,625 at 4% or $3,750 at 6%; with 50% employer match about $3,750 at 4% or $2,500 at 6%; with 100% employer match about $2,813 at 4% or $1,875 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 5 | $81,458 | $1,125 | $225iApproximate average salary by contribution assumption: employee only about $5,625 at 4% or $3,750 at 6%; with 50% employer match about $3,750 at 4% or $2,500 at 6%; with 100% employer match about $2,813 at 4% or $1,875 at 6%. |
| 2015 | 1 | 5 | $80,300 | $1,725 | $345iApproximate average salary by contribution assumption: employee only about $8,625 at 4% or $5,750 at 6%; with 50% employer match about $5,750 at 4% or $3,833 at 6%; with 100% employer match about $4,313 at 4% or $2,875 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 5 | $80,300 | $1,725 | $345iApproximate average salary by contribution assumption: employee only about $8,625 at 4% or $5,750 at 6%; with 50% employer match about $5,750 at 4% or $3,833 at 6%; with 100% employer match about $4,313 at 4% or $2,875 at 6%. |
| 2014 | 1 | 5 | $146,668 | $2,660 | $532iApproximate average salary by contribution assumption: employee only about $13,300 at 4% or $8,867 at 6%; with 50% employer match about $8,867 at 4% or $5,911 at 6%; with 100% employer match about $6,650 at 4% or $4,433 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 5 | $146,668 | $2,660 | $532iApproximate average salary by contribution assumption: employee only about $13,300 at 4% or $8,867 at 6%; with 50% employer match about $8,867 at 4% or $5,911 at 6%; with 100% employer match about $6,650 at 4% or $4,433 at 6%. |
| 2013 | 1 | 6 | $142,133 | $2,705 | $451iApproximate average salary by contribution assumption: employee only about $11,271 at 4% or $7,514 at 6%; with 50% employer match about $7,514 at 4% or $5,009 at 6%; with 100% employer match about $5,635 at 4% or $3,757 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 6 | $142,133 | $2,705 | $451iApproximate average salary by contribution assumption: employee only about $11,271 at 4% or $7,514 at 6%; with 50% employer match about $7,514 at 4% or $5,009 at 6%; with 100% employer match about $5,635 at 4% or $3,757 at 6%. |
| 2012 | 1 | 7 | $155,566 | $2,185 | $312iApproximate average salary by contribution assumption: employee only about $7,804 at 4% or $5,202 at 6%; with 50% employer match about $5,202 at 4% or $3,468 at 6%; with 100% employer match about $3,902 at 4% or $2,601 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 7 | $155,566 | $2,185 | $312iApproximate average salary by contribution assumption: employee only about $7,804 at 4% or $5,202 at 6%; with 50% employer match about $5,202 at 4% or $3,468 at 6%; with 100% employer match about $3,902 at 4% or $2,601 at 6%. |
| 2011 | 1 | 8 | $149,172 | $2,805 | $351iApproximate average salary by contribution assumption: employee only about $8,766 at 4% or $5,844 at 6%; with 50% employer match about $5,844 at 4% or $3,896 at 6%; with 100% employer match about $4,383 at 4% or $2,922 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 8 | $149,172 | $2,805 | $351iApproximate average salary by contribution assumption: employee only about $8,766 at 4% or $5,844 at 6%; with 50% employer match about $5,844 at 4% or $3,896 at 6%; with 100% employer match about $4,383 at 4% or $2,922 at 6%. |
| 2010 | 1 | 8 | $141,369 | $3,875 | $484iApproximate average salary by contribution assumption: employee only about $12,109 at 4% or $8,073 at 6%; with 50% employer match about $8,073 at 4% or $5,382 at 6%; with 100% employer match about $6,055 at 4% or $4,036 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 8 | $141,369 | $3,875 | $484iApproximate average salary by contribution assumption: employee only about $12,109 at 4% or $8,073 at 6%; with 50% employer match about $8,073 at 4% or $5,382 at 6%; with 100% employer match about $6,055 at 4% or $4,036 at 6%. |
| 2009 | 1 | 8 | $130,166 | $5,270 | $659iApproximate average salary by contribution assumption: employee only about $16,469 at 4% or $10,979 at 6%; with 50% employer match about $10,979 at 4% or $7,319 at 6%; with 100% employer match about $8,234 at 4% or $5,490 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 8 | $130,166 | $5,270 | $659iApproximate average salary by contribution assumption: employee only about $16,469 at 4% or $10,979 at 6%; with 50% employer match about $10,979 at 4% or $7,319 at 6%; with 100% employer match about $8,234 at 4% or $5,490 at 6%. |
| 2008 | 1 | 10 | $116,430 | $10,270 | $1,027iApproximate average salary by contribution assumption: employee only about $25,675 at 4% or $17,117 at 6%; with 50% employer match about $17,117 at 4% or $11,411 at 6%; with 100% employer match about $12,838 at 4% or $8,558 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 10 | $116,430 | $10,270 | $1,027iApproximate average salary by contribution assumption: employee only about $25,675 at 4% or $17,117 at 6%; with 50% employer match about $17,117 at 4% or $11,411 at 6%; with 100% employer match about $12,838 at 4% or $8,558 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Beacon Financial Credit Union 401(K) Plan | - | 9 | - | - | - |
| 2006 | 1 | 7 | $136,186 | $9,795 | $1,399iApproximate average salary by contribution assumption: employee only about $34,982 at 4% or $23,321 at 6%; with 50% employer match about $23,321 at 4% or $15,548 at 6%; with 100% employer match about $17,491 at 4% or $11,661 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 7 | $136,186 | $9,795 | $1,399iApproximate average salary by contribution assumption: employee only about $34,982 at 4% or $23,321 at 6%; with 50% employer match about $23,321 at 4% or $15,548 at 6%; with 100% employer match about $17,491 at 4% or $11,661 at 6%. |
| 2005 | 1 | 9 | $130,391 | $7,890 | $877iApproximate average salary by contribution assumption: employee only about $21,917 at 4% or $14,611 at 6%; with 50% employer match about $14,611 at 4% or $9,741 at 6%; with 100% employer match about $10,958 at 4% or $7,306 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 9 | $130,391 | $7,890 | $877iApproximate average salary by contribution assumption: employee only about $21,917 at 4% or $14,611 at 6%; with 50% employer match about $14,611 at 4% or $9,741 at 6%; with 100% employer match about $10,958 at 4% or $7,306 at 6%. |
| 2004 | 1 | 10 | $144,383 | $8,086 | $809iApproximate average salary by contribution assumption: employee only about $20,215 at 4% or $13,477 at 6%; with 50% employer match about $13,477 at 4% or $8,984 at 6%; with 100% employer match about $10,108 at 4% or $6,738 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 10 | $144,383 | $8,086 | $809iApproximate average salary by contribution assumption: employee only about $20,215 at 4% or $13,477 at 6%; with 50% employer match about $13,477 at 4% or $8,984 at 6%; with 100% employer match about $10,108 at 4% or $6,738 at 6%. |
| 2003 | 1 | 10 | $146,847 | $8,480 | $848iApproximate average salary by contribution assumption: employee only about $21,200 at 4% or $14,133 at 6%; with 50% employer match about $14,133 at 4% or $9,422 at 6%; with 100% employer match about $10,600 at 4% or $7,067 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 10 | $146,847 | $8,480 | $848iApproximate average salary by contribution assumption: employee only about $21,200 at 4% or $14,133 at 6%; with 50% employer match about $14,133 at 4% or $9,422 at 6%; with 100% employer match about $10,600 at 4% or $7,067 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Beacon Financial Credit Union 401(K) Plan | - | 10 | - | - | - |
| 2001 | 1 | 8 | $122,889 | $21,078 | $2,635iApproximate average salary by contribution assumption: employee only about $65,869 at 4% or $43,913 at 6%; with 50% employer match about $43,913 at 4% or $29,275 at 6%; with 100% employer match about $32,934 at 4% or $21,956 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 8 | $122,889 | $21,078 | $2,635iApproximate average salary by contribution assumption: employee only about $65,869 at 4% or $43,913 at 6%; with 50% employer match about $43,913 at 4% or $29,275 at 6%; with 100% employer match about $32,934 at 4% or $21,956 at 6%. |
| 1999 | 1 | 6 | $95,493 | $17,426 | $2,904iApproximate average salary by contribution assumption: employee only about $72,608 at 4% or $48,406 at 6%; with 50% employer match about $48,406 at 4% or $32,270 at 6%; with 100% employer match about $36,304 at 4% or $24,203 at 6%. |
| Beacon Financial Credit Union 401(K) Plan | - | 6 | $95,493 | $17,426 | $2,904iApproximate average salary by contribution assumption: employee only about $72,608 at 4% or $48,406 at 6%; with 50% employer match about $48,406 at 4% or $32,270 at 6%; with 100% employer match about $36,304 at 4% or $24,203 at 6%. |