Civic Intelligence

BEACON POINTE ADVISORS

Plan context: Beacon Pointe 401K Plan

EIN 68-0488677 • Newport Beach, CA • 18 filings • 2 plans

24 Corporate Plaza Ste. 150Newport Beach, CA 92660
Current Snapshot

Latest Year

2019

2019 Participants

146

2019 Assets

$10,612,047

2019 Contributions

$1,638,433

Historical Graphs

Total Assets Over Time

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

$10,612,047$5,306,024$0200220112019YearValue
$10,612,047Latest year 2019

Participants Over Time

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

146730200220112019YearValue
146Latest year 2019

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
20191146$10,612,047$1,638,433$11,222iApproximate average salary by contribution assumption: employee only about $280,554 at 4% or $187,036 at 6%; with 50% employer match about $187,036 at 4% or $124,690 at 6%; with 100% employer match about $140,277 at 4% or $93,518 at 6%.
Beacon Pointe 401K Plan-146$10,612,047$1,638,433$11,222iApproximate average salary by contribution assumption: employee only about $280,554 at 4% or $187,036 at 6%; with 50% employer match about $187,036 at 4% or $124,690 at 6%; with 100% employer match about $140,277 at 4% or $93,518 at 6%.
20181122$8,275,609$1,898,630$15,563iApproximate average salary by contribution assumption: employee only about $389,064 at 4% or $259,376 at 6%; with 50% employer match about $259,376 at 4% or $172,917 at 6%; with 100% employer match about $194,532 at 4% or $129,688 at 6%.
Beacon Pointe 401K Plan-122$8,275,609$1,898,630$15,563iApproximate average salary by contribution assumption: employee only about $389,064 at 4% or $259,376 at 6%; with 50% employer match about $259,376 at 4% or $172,917 at 6%; with 100% employer match about $194,532 at 4% or $129,688 at 6%.
20171114$7,112,415$1,136,129$9,966iApproximate average salary by contribution assumption: employee only about $249,151 at 4% or $166,101 at 6%; with 50% employer match about $166,101 at 4% or $110,734 at 6%; with 100% employer match about $124,576 at 4% or $83,050 at 6%.
Beacon Pointe 401K Plan-114$7,112,415$1,136,129$9,966iApproximate average salary by contribution assumption: employee only about $249,151 at 4% or $166,101 at 6%; with 50% employer match about $166,101 at 4% or $110,734 at 6%; with 100% employer match about $124,576 at 4% or $83,050 at 6%.
2016188$5,292,434$1,285,805$14,611iApproximate average salary by contribution assumption: employee only about $365,286 at 4% or $243,524 at 6%; with 50% employer match about $243,524 at 4% or $162,349 at 6%; with 100% employer match about $182,643 at 4% or $121,762 at 6%.
Beacon Pointe 401K Plan-88$5,292,434$1,285,805$14,611iApproximate average salary by contribution assumption: employee only about $365,286 at 4% or $243,524 at 6%; with 50% employer match about $243,524 at 4% or $162,349 at 6%; with 100% employer match about $182,643 at 4% or $121,762 at 6%.
2015174$3,969,445$711,881$9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,334 at 6%; with 50% employer match about $160,334 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%.
Beacon Pointe 401K Plan-74$3,969,445$711,881$9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,334 at 6%; with 50% employer match about $160,334 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%.
2014155$3,525,609$467,866$8,507iApproximate average salary by contribution assumption: employee only about $212,666 at 4% or $141,778 at 6%; with 50% employer match about $141,778 at 4% or $94,518 at 6%; with 100% employer match about $106,333 at 4% or $70,889 at 6%.
Beacon Pointe 401K Plan-55$3,525,609$467,866$8,507iApproximate average salary by contribution assumption: employee only about $212,666 at 4% or $141,778 at 6%; with 50% employer match about $141,778 at 4% or $94,518 at 6%; with 100% employer match about $106,333 at 4% or $70,889 at 6%.
2013140$3,283,282$421,347$10,534iApproximate average salary by contribution assumption: employee only about $263,342 at 4% or $175,561 at 6%; with 50% employer match about $175,561 at 4% or $117,041 at 6%; with 100% employer match about $131,671 at 4% or $87,781 at 6%.
Beacon Pointe 401K Plan-40$3,283,282$421,347$10,534iApproximate average salary by contribution assumption: employee only about $263,342 at 4% or $175,561 at 6%; with 50% employer match about $175,561 at 4% or $117,041 at 6%; with 100% employer match about $131,671 at 4% or $87,781 at 6%.
2012134$2,512,753$348,128$10,239iApproximate average salary by contribution assumption: employee only about $255,976 at 4% or $170,651 at 6%; with 50% employer match about $170,651 at 4% or $113,767 at 6%; with 100% employer match about $127,988 at 4% or $85,325 at 6%.
Beacon Pointe 401K Plan-34$2,512,753$348,128$10,239iApproximate average salary by contribution assumption: employee only about $255,976 at 4% or $170,651 at 6%; with 50% employer match about $170,651 at 4% or $113,767 at 6%; with 100% employer match about $127,988 at 4% or $85,325 at 6%.
2011122$1,989,153$128,928$5,860iApproximate average salary by contribution assumption: employee only about $146,509 at 4% or $97,673 at 6%; with 50% employer match about $97,673 at 4% or $65,115 at 6%; with 100% employer match about $73,255 at 4% or $48,836 at 6%.
Beacon Pointe 401K Plan-22$1,989,153$128,928$5,860iApproximate average salary by contribution assumption: employee only about $146,509 at 4% or $97,673 at 6%; with 50% employer match about $97,673 at 4% or $65,115 at 6%; with 100% employer match about $73,255 at 4% or $48,836 at 6%.
2010117$2,008,120$92,672$5,451iApproximate average salary by contribution assumption: employee only about $136,282 at 4% or $90,855 at 6%; with 50% employer match about $90,855 at 4% or $60,570 at 6%; with 100% employer match about $68,141 at 4% or $45,427 at 6%.
Beacon Pointe 401K Plan-17$2,008,120$92,672$5,451iApproximate average salary by contribution assumption: employee only about $136,282 at 4% or $90,855 at 6%; with 50% employer match about $90,855 at 4% or $60,570 at 6%; with 100% employer match about $68,141 at 4% or $45,427 at 6%.
2009119$1,660,316$94,244$4,960iApproximate average salary by contribution assumption: employee only about $124,005 at 4% or $82,670 at 6%; with 50% employer match about $82,670 at 4% or $55,113 at 6%; with 100% employer match about $62,003 at 4% or $41,335 at 6%.
Beacon Pointe 401K Plan-19$1,660,316$94,244$4,960iApproximate average salary by contribution assumption: employee only about $124,005 at 4% or $82,670 at 6%; with 50% employer match about $82,670 at 4% or $55,113 at 6%; with 100% employer match about $62,003 at 4% or $41,335 at 6%.
2008119$1,145,820$192,228$10,117iApproximate average salary by contribution assumption: employee only about $252,932 at 4% or $168,621 at 6%; with 50% employer match about $168,621 at 4% or $112,414 at 6%; with 100% employer match about $126,466 at 4% or $84,311 at 6%.
Beacon Pointe 401K Plan-19$1,145,820$192,228$10,117iApproximate average salary by contribution assumption: employee only about $252,932 at 4% or $168,621 at 6%; with 50% employer match about $168,621 at 4% or $112,414 at 6%; with 100% employer match about $126,466 at 4% or $84,311 at 6%.
2007116$0$0-
Beacon Pointe 401K Plan-16---
2006115$1,368,186$99,954$6,664iApproximate average salary by contribution assumption: employee only about $166,590 at 4% or $111,060 at 6%; with 50% employer match about $111,060 at 4% or $74,040 at 6%; with 100% employer match about $83,295 at 4% or $55,530 at 6%.
Beacon Pointe 401K Plan-15$1,368,186$99,954$6,664iApproximate average salary by contribution assumption: employee only about $166,590 at 4% or $111,060 at 6%; with 50% employer match about $111,060 at 4% or $74,040 at 6%; with 100% employer match about $83,295 at 4% or $55,530 at 6%.
2005112$1,110,537$76,087$6,341iApproximate average salary by contribution assumption: employee only about $158,515 at 4% or $105,676 at 6%; with 50% employer match about $105,676 at 4% or $70,451 at 6%; with 100% employer match about $79,257 at 4% or $52,838 at 6%.
Beacon Pointe 401K Plan-12$1,110,537$76,087$6,341iApproximate average salary by contribution assumption: employee only about $158,515 at 4% or $105,676 at 6%; with 50% employer match about $105,676 at 4% or $70,451 at 6%; with 100% employer match about $79,257 at 4% or $52,838 at 6%.
2004114$979,263$45,090$3,221iApproximate average salary by contribution assumption: employee only about $80,518 at 4% or $53,679 at 6%; with 50% employer match about $53,679 at 4% or $35,786 at 6%; with 100% employer match about $40,259 at 4% or $26,839 at 6%.
Beacon Pointe 401K Plan-14$979,263$45,090$3,221iApproximate average salary by contribution assumption: employee only about $80,518 at 4% or $53,679 at 6%; with 50% employer match about $53,679 at 4% or $35,786 at 6%; with 100% employer match about $40,259 at 4% or $26,839 at 6%.
200318$824,235$49,673$6,209iApproximate average salary by contribution assumption: employee only about $155,228 at 4% or $103,485 at 6%; with 50% employer match about $103,485 at 4% or $68,990 at 6%; with 100% employer match about $77,614 at 4% or $51,743 at 6%.
Beacon Pointe 401K Plan-8$824,235$49,673$6,209iApproximate average salary by contribution assumption: employee only about $155,228 at 4% or $103,485 at 6%; with 50% employer match about $103,485 at 4% or $68,990 at 6%; with 100% employer match about $77,614 at 4% or $51,743 at 6%.
2002111$599,092$612,663$55,697iApproximate average salary by contribution assumption: employee only about $1,392,416 at 4% or $928,277 at 6%; with 50% employer match about $928,277 at 4% or $618,852 at 6%; with 100% employer match about $696,208 at 4% or $464,139 at 6%.
Beacon Pointe 401K Plan-11$599,092$612,663$55,697iApproximate average salary by contribution assumption: employee only about $1,392,416 at 4% or $928,277 at 6%; with 50% employer match about $928,277 at 4% or $618,852 at 6%; with 100% employer match about $696,208 at 4% or $464,139 at 6%.