Civic Intelligence

Beta Capital Securities LLC

Plan context: Creand-Beta Capital 401(K) Plan

EIN 65-0634050 • Miami, FL • 25 filings • 8 plans

777 Brickell Avenue, Suite 1201Miami, FL 33131
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$7,953,825

2024 Contributions

$396,848

Historical Graphs

Total Assets Over Time

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

$8,116,753$4,058,377$0199920132024YearValue
$7,953,825Latest year 2024

Participants Over Time

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

41210199920122024YearValue
36Latest 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
2024136$7,953,825$396,848$11,024iApproximate average salary by contribution assumption: employee only about $275,589 at 4% or $183,726 at 6%; with 50% employer match about $183,726 at 4% or $122,484 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%.
Creand-Beta Capital 401(K) Plan-36$7,953,825$396,848$11,024iApproximate average salary by contribution assumption: employee only about $275,589 at 4% or $183,726 at 6%; with 50% employer match about $183,726 at 4% or $122,484 at 6%; with 100% employer match about $137,794 at 4% or $91,863 at 6%.
2023138$7,272,090$346,463$9,117iApproximate average salary by contribution assumption: employee only about $227,936 at 4% or $151,957 at 6%; with 50% employer match about $151,957 at 4% or $101,305 at 6%; with 100% employer match about $113,968 at 4% or $75,979 at 6%.
Creand-Beta Capital 401(K) Plan-38$7,272,090$346,463$9,117iApproximate average salary by contribution assumption: employee only about $227,936 at 4% or $151,957 at 6%; with 50% employer match about $151,957 at 4% or $101,305 at 6%; with 100% employer match about $113,968 at 4% or $75,979 at 6%.
2022140$6,200,643$366,167$9,154iApproximate average salary by contribution assumption: employee only about $228,854 at 4% or $152,570 at 6%; with 50% employer match about $152,570 at 4% or $101,713 at 6%; with 100% employer match about $114,427 at 4% or $76,285 at 6%.
Creand-Beta Capital 401(K) Plan-40$6,200,643$366,167$9,154iApproximate average salary by contribution assumption: employee only about $228,854 at 4% or $152,570 at 6%; with 50% employer match about $152,570 at 4% or $101,713 at 6%; with 100% employer match about $114,427 at 4% or $76,285 at 6%.
2021141$8,116,753$466,280$11,373iApproximate average salary by contribution assumption: employee only about $284,317 at 4% or $189,545 at 6%; with 50% employer match about $189,545 at 4% or $126,363 at 6%; with 100% employer match about $142,159 at 4% or $94,772 at 6%.
Creand-Beta Capital 401(K) Plan-41$8,116,753$466,280$11,373iApproximate average salary by contribution assumption: employee only about $284,317 at 4% or $189,545 at 6%; with 50% employer match about $189,545 at 4% or $126,363 at 6%; with 100% employer match about $142,159 at 4% or $94,772 at 6%.
2020137$6,918,968$365,247$9,872iApproximate average salary by contribution assumption: employee only about $246,789 at 4% or $164,526 at 6%; with 50% employer match about $164,526 at 4% or $109,684 at 6%; with 100% employer match about $123,394 at 4% or $82,263 at 6%.
Creand-Beta Capital 401(K) Plan-37$6,918,968$365,247$9,872iApproximate average salary by contribution assumption: employee only about $246,789 at 4% or $164,526 at 6%; with 50% employer match about $164,526 at 4% or $109,684 at 6%; with 100% employer match about $123,394 at 4% or $82,263 at 6%.
2019141$6,645,426$429,073$10,465iApproximate average salary by contribution assumption: employee only about $261,630 at 4% or $174,420 at 6%; with 50% employer match about $174,420 at 4% or $116,280 at 6%; with 100% employer match about $130,815 at 4% or $87,210 at 6%.
Creand-Beta Capital 401(K) Plan-41$6,645,426$429,073$10,465iApproximate average salary by contribution assumption: employee only about $261,630 at 4% or $174,420 at 6%; with 50% employer match about $174,420 at 4% or $116,280 at 6%; with 100% employer match about $130,815 at 4% or $87,210 at 6%.
2018136$5,402,603$515,420$14,317iApproximate average salary by contribution assumption: employee only about $357,931 at 4% or $238,620 at 6%; with 50% employer match about $238,620 at 4% or $159,080 at 6%; with 100% employer match about $178,965 at 4% or $119,310 at 6%.
Creand-Beta Capital 401(K) Plan-36$5,402,603$515,420$14,317iApproximate average salary by contribution assumption: employee only about $357,931 at 4% or $238,620 at 6%; with 50% employer match about $238,620 at 4% or $159,080 at 6%; with 100% employer match about $178,965 at 4% or $119,310 at 6%.
2017138$5,210,184$500,560$13,173iApproximate average salary by contribution assumption: employee only about $329,316 at 4% or $219,544 at 6%; with 50% employer match about $219,544 at 4% or $146,363 at 6%; with 100% employer match about $164,658 at 4% or $109,772 at 6%.
Creand-Beta Capital 401(K) Plan-38$5,210,184$500,560$13,173iApproximate average salary by contribution assumption: employee only about $329,316 at 4% or $219,544 at 6%; with 50% employer match about $219,544 at 4% or $146,363 at 6%; with 100% employer match about $164,658 at 4% or $109,772 at 6%.
2016135$4,268,209$490,678$14,019iApproximate average salary by contribution assumption: employee only about $350,484 at 4% or $233,656 at 6%; with 50% employer match about $233,656 at 4% or $155,771 at 6%; with 100% employer match about $175,242 at 4% or $116,828 at 6%.
Creand-Beta Capital 401(K) Plan-35$4,268,209$490,678$14,019iApproximate average salary by contribution assumption: employee only about $350,484 at 4% or $233,656 at 6%; with 50% employer match about $233,656 at 4% or $155,771 at 6%; with 100% employer match about $175,242 at 4% or $116,828 at 6%.
2015134$3,571,518$371,500$10,926iApproximate average salary by contribution assumption: employee only about $273,162 at 4% or $182,108 at 6%; with 50% employer match about $182,108 at 4% or $121,405 at 6%; with 100% employer match about $136,581 at 4% or $91,054 at 6%.
Creand-Beta Capital 401(K) Plan-34$3,571,518$371,500$10,926iApproximate average salary by contribution assumption: employee only about $273,162 at 4% or $182,108 at 6%; with 50% employer match about $182,108 at 4% or $121,405 at 6%; with 100% employer match about $136,581 at 4% or $91,054 at 6%.
2014127$3,298,820$431,889$15,996iApproximate average salary by contribution assumption: employee only about $399,897 at 4% or $266,598 at 6%; with 50% employer match about $266,598 at 4% or $177,732 at 6%; with 100% employer match about $199,949 at 4% or $133,299 at 6%.
Creand-Beta Capital 401(K) Plan-27$3,298,820$431,889$15,996iApproximate average salary by contribution assumption: employee only about $399,897 at 4% or $266,598 at 6%; with 50% employer match about $266,598 at 4% or $177,732 at 6%; with 100% employer match about $199,949 at 4% or $133,299 at 6%.
2013129$2,895,107$308,339$10,632iApproximate average salary by contribution assumption: employee only about $265,809 at 4% or $177,206 at 6%; with 50% employer match about $177,206 at 4% or $118,138 at 6%; with 100% employer match about $132,905 at 4% or $88,603 at 6%.
Creand-Beta Capital 401(K) Plan-29$2,895,107$308,339$10,632iApproximate average salary by contribution assumption: employee only about $265,809 at 4% or $177,206 at 6%; with 50% employer match about $177,206 at 4% or $118,138 at 6%; with 100% employer match about $132,905 at 4% or $88,603 at 6%.
2012132$2,497,773$378,571$11,830iApproximate average salary by contribution assumption: employee only about $295,759 at 4% or $197,172 at 6%; with 50% employer match about $197,172 at 4% or $131,448 at 6%; with 100% employer match about $147,879 at 4% or $98,586 at 6%.
Creand-Beta Capital 401(K) Plan-32$2,497,773$378,571$11,830iApproximate average salary by contribution assumption: employee only about $295,759 at 4% or $197,172 at 6%; with 50% employer match about $197,172 at 4% or $131,448 at 6%; with 100% employer match about $147,879 at 4% or $98,586 at 6%.
2011130$2,359,837$352,332$11,744iApproximate average salary by contribution assumption: employee only about $293,610 at 4% or $195,740 at 6%; with 50% employer match about $195,740 at 4% or $130,493 at 6%; with 100% employer match about $146,805 at 4% or $97,870 at 6%.
Creand-Beta Capital 401(K) Plan-30$2,359,837$352,332$11,744iApproximate average salary by contribution assumption: employee only about $293,610 at 4% or $195,740 at 6%; with 50% employer match about $195,740 at 4% or $130,493 at 6%; with 100% employer match about $146,805 at 4% or $97,870 at 6%.
2010129$2,156,216$342,271$11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,707 at 6%; with 50% employer match about $196,707 at 4% or $131,138 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%.
Creand-Beta Capital 401(K) Plan-29$2,156,216$342,271$11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,707 at 6%; with 50% employer match about $196,707 at 4% or $131,138 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%.
2008122$1,108,198$337,305$15,332iApproximate average salary by contribution assumption: employee only about $383,301 at 4% or $255,534 at 6%; with 50% employer match about $255,534 at 4% or $170,356 at 6%; with 100% employer match about $191,651 at 4% or $127,767 at 6%.
Creand-Beta Capital 401(K) Plan-22$1,108,198$337,305$15,332iApproximate average salary by contribution assumption: employee only about $383,301 at 4% or $255,534 at 6%; with 50% employer match about $255,534 at 4% or $170,356 at 6%; with 100% employer match about $191,651 at 4% or $127,767 at 6%.
2007123$0$0-
Creand-Beta Capital 401(K) Plan-23---
2006126$1,404,750$267,953$10,306iApproximate average salary by contribution assumption: employee only about $257,647 at 4% or $171,765 at 6%; with 50% employer match about $171,765 at 4% or $114,510 at 6%; with 100% employer match about $128,824 at 4% or $85,882 at 6%.
Creand-Beta Capital 401(K) Plan-26$1,404,750$267,953$10,306iApproximate average salary by contribution assumption: employee only about $257,647 at 4% or $171,765 at 6%; with 50% employer match about $171,765 at 4% or $114,510 at 6%; with 100% employer match about $128,824 at 4% or $85,882 at 6%.
2005121$1,029,097$220,730$10,511iApproximate average salary by contribution assumption: employee only about $262,774 at 4% or $175,183 at 6%; with 50% employer match about $175,183 at 4% or $116,788 at 6%; with 100% employer match about $131,387 at 4% or $87,591 at 6%.
Creand-Beta Capital 401(K) Plan-21$1,029,097$220,730$10,511iApproximate average salary by contribution assumption: employee only about $262,774 at 4% or $175,183 at 6%; with 50% employer match about $175,183 at 4% or $116,788 at 6%; with 100% employer match about $131,387 at 4% or $87,591 at 6%.
2004117$754,791$108,964$6,410iApproximate average salary by contribution assumption: employee only about $160,241 at 4% or $106,827 at 6%; with 50% employer match about $106,827 at 4% or $71,218 at 6%; with 100% employer match about $80,121 at 4% or $53,414 at 6%.
Creand-Beta Capital 401(K) Plan-17$754,791$108,964$6,410iApproximate average salary by contribution assumption: employee only about $160,241 at 4% or $106,827 at 6%; with 50% employer match about $106,827 at 4% or $71,218 at 6%; with 100% employer match about $80,121 at 4% or $53,414 at 6%.
2003118$582,225$110,699$6,150iApproximate average salary by contribution assumption: employee only about $153,749 at 4% or $102,499 at 6%; with 50% employer match about $102,499 at 4% or $68,333 at 6%; with 100% employer match about $76,874 at 4% or $51,250 at 6%.
Creand-Beta Capital 401(K) Plan-18$582,225$110,699$6,150iApproximate average salary by contribution assumption: employee only about $153,749 at 4% or $102,499 at 6%; with 50% employer match about $102,499 at 4% or $68,333 at 6%; with 100% employer match about $76,874 at 4% or $51,250 at 6%.
2002118$402,522$80,219$4,457iApproximate average salary by contribution assumption: employee only about $111,415 at 4% or $74,277 at 6%; with 50% employer match about $74,277 at 4% or $49,518 at 6%; with 100% employer match about $55,708 at 4% or $37,138 at 6%.
Creand-Beta Capital 401(K) Plan-18$402,522$80,219$4,457iApproximate average salary by contribution assumption: employee only about $111,415 at 4% or $74,277 at 6%; with 50% employer match about $74,277 at 4% or $49,518 at 6%; with 100% employer match about $55,708 at 4% or $37,138 at 6%.
2001113$0$0-
Creand-Beta Capital 401(K) Plan-13---
2000114$440,264$96,313$6,880iApproximate average salary by contribution assumption: employee only about $171,988 at 4% or $114,658 at 6%; with 50% employer match about $114,658 at 4% or $76,439 at 6%; with 100% employer match about $85,994 at 4% or $57,329 at 6%.
Creand-Beta Capital 401(K) Plan-14$440,264$96,313$6,880iApproximate average salary by contribution assumption: employee only about $171,988 at 4% or $114,658 at 6%; with 50% employer match about $114,658 at 4% or $76,439 at 6%; with 100% employer match about $85,994 at 4% or $57,329 at 6%.
1999117$413,808$79,435$4,673iApproximate average salary by contribution assumption: employee only about $116,816 at 4% or $77,877 at 6%; with 50% employer match about $77,877 at 4% or $51,918 at 6%; with 100% employer match about $58,408 at 4% or $38,939 at 6%.
Creand-Beta Capital 401(K) Plan-17$413,808$79,435$4,673iApproximate average salary by contribution assumption: employee only about $116,816 at 4% or $77,877 at 6%; with 50% employer match about $77,877 at 4% or $51,918 at 6%; with 100% employer match about $58,408 at 4% or $38,939 at 6%.