Civic Intelligence

The Beverly Group Inc.

Plan context: The Beverly Group Inc. 401K Plan

EIN 68-0038696 • Rocklin, CA • 13 filings • 1 plans

PO Box 188Rocklin, CA 95677
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,663,645

2023 Contributions

$56,100

Historical Graphs

Total Assets Over Time

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

$2,145,390$1,072,695$0201120172023YearValue
$1,663,645Latest year 2023

Participants Over Time

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

420201120172023YearValue
2Latest year 2023

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
202312$1,663,645$0-
The Beverly Group Inc. 401K Plan-2$1,663,645$0-
202212$1,461,250$0-
The Beverly Group Inc. 401K Plan-2$1,461,250--
202114$2,145,390$0-
The Beverly Group Inc. 401K Plan-4$2,145,390$0-
202014$2,062,568$0-
The Beverly Group Inc. 401K Plan-4$2,062,568$0-
201914$1,457,208$0-
The Beverly Group Inc. 401K Plan-4$1,457,208$0-
201814$1,327,265$0-
The Beverly Group Inc. 401K Plan-4$1,327,265$0-
201714$1,402,461$0-
The Beverly Group Inc. 401K Plan-4$1,402,461$0-
201614$1,109,884$0-
The Beverly Group Inc. 401K Plan-4$1,109,884$0-
201514$986,513$0-
The Beverly Group Inc. 401K Plan-4$986,513$0-
201414$1,005,930$56,100$14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%.
The Beverly Group Inc. 401K Plan-4$1,005,930$56,100$14,025iApproximate average salary by contribution assumption: employee only about $350,625 at 4% or $233,750 at 6%; with 50% employer match about $233,750 at 4% or $155,833 at 6%; with 100% employer match about $175,313 at 4% or $116,875 at 6%.
201314$838,339$44,800$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
The Beverly Group Inc. 401K Plan-4$838,339$44,800$11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%.
201214$527,078$103,300$25,825iApproximate average salary by contribution assumption: employee only about $645,625 at 4% or $430,417 at 6%; with 50% employer match about $430,417 at 4% or $286,944 at 6%; with 100% employer match about $322,813 at 4% or $215,208 at 6%.
The Beverly Group Inc. 401K Plan-4$527,078$103,300$25,825iApproximate average salary by contribution assumption: employee only about $645,625 at 4% or $430,417 at 6%; with 50% employer match about $430,417 at 4% or $286,944 at 6%; with 100% employer match about $322,813 at 4% or $215,208 at 6%.
201114$380,607$108,625$27,156iApproximate average salary by contribution assumption: employee only about $678,906 at 4% or $452,604 at 6%; with 50% employer match about $452,604 at 4% or $301,736 at 6%; with 100% employer match about $339,453 at 4% or $226,302 at 6%.
The Beverly Group Inc. 401K Plan-4$380,607$108,625$27,156iApproximate average salary by contribution assumption: employee only about $678,906 at 4% or $452,604 at 6%; with 50% employer match about $452,604 at 4% or $301,736 at 6%; with 100% employer match about $339,453 at 4% or $226,302 at 6%.
The Beverly Group Inc. | EIN 68-0038696 | 2023 Form 5500 Company Profile