Civic Intelligence

J Beard Real Estate Company

Plan context: J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust

EIN 77-0640039 • The Woodlands, TX • 16 filings • 4 plans

10077 Grogans Mill Road SuiteThe Woodlands, TX 77380-3105
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$3,231,815

2024 Contributions

$247,761

Historical Graphs

Total Assets Over Time

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

$3,231,815$1,615,908$0200920172024YearValue
$3,231,815Latest year 2024

Participants Over Time

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

40200200920172024YearValue
40Latest 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
2024140$3,231,815$247,761$6,194iApproximate average salary by contribution assumption: employee only about $154,851 at 4% or $103,234 at 6%; with 50% employer match about $103,234 at 4% or $68,823 at 6%; with 100% employer match about $77,425 at 4% or $51,617 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-40$3,231,815$247,761$6,194iApproximate average salary by contribution assumption: employee only about $154,851 at 4% or $103,234 at 6%; with 50% employer match about $103,234 at 4% or $68,823 at 6%; with 100% employer match about $77,425 at 4% or $51,617 at 6%.
2023137$2,703,768$243,663$6,585iApproximate average salary by contribution assumption: employee only about $164,637 at 4% or $109,758 at 6%; with 50% employer match about $109,758 at 4% or $73,172 at 6%; with 100% employer match about $82,319 at 4% or $54,879 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-37$2,703,768$243,663$6,585iApproximate average salary by contribution assumption: employee only about $164,637 at 4% or $109,758 at 6%; with 50% employer match about $109,758 at 4% or $73,172 at 6%; with 100% employer match about $82,319 at 4% or $54,879 at 6%.
2022133$2,182,598$212,679$6,445iApproximate average salary by contribution assumption: employee only about $161,120 at 4% or $107,414 at 6%; with 50% employer match about $107,414 at 4% or $71,609 at 6%; with 100% employer match about $80,560 at 4% or $53,707 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-33$2,182,598$212,679$6,445iApproximate average salary by contribution assumption: employee only about $161,120 at 4% or $107,414 at 6%; with 50% employer match about $107,414 at 4% or $71,609 at 6%; with 100% employer match about $80,560 at 4% or $53,707 at 6%.
2021127$2,475,940$179,663$6,654iApproximate average salary by contribution assumption: employee only about $166,355 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,452 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-27$2,475,940$179,663$6,654iApproximate average salary by contribution assumption: employee only about $166,355 at 4% or $110,903 at 6%; with 50% employer match about $110,903 at 4% or $73,935 at 6%; with 100% employer match about $83,177 at 4% or $55,452 at 6%.
2020128$2,002,617$160,115$5,718iApproximate average salary by contribution assumption: employee only about $142,960 at 4% or $95,307 at 6%; with 50% employer match about $95,307 at 4% or $63,538 at 6%; with 100% employer match about $71,480 at 4% or $47,653 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-28$2,002,617$160,115$5,718iApproximate average salary by contribution assumption: employee only about $142,960 at 4% or $95,307 at 6%; with 50% employer match about $95,307 at 4% or $63,538 at 6%; with 100% employer match about $71,480 at 4% or $47,653 at 6%.
2019126$1,520,038$221,109$8,504iApproximate average salary by contribution assumption: employee only about $212,605 at 4% or $141,737 at 6%; with 50% employer match about $141,737 at 4% or $94,491 at 6%; with 100% employer match about $106,302 at 4% or $70,868 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-26$1,520,038$221,109$8,504iApproximate average salary by contribution assumption: employee only about $212,605 at 4% or $141,737 at 6%; with 50% employer match about $141,737 at 4% or $94,491 at 6%; with 100% employer match about $106,302 at 4% or $70,868 at 6%.
2018111$1,196,425$204,484$18,589iApproximate average salary by contribution assumption: employee only about $464,736 at 4% or $309,824 at 6%; with 50% employer match about $309,824 at 4% or $206,549 at 6%; with 100% employer match about $232,368 at 4% or $154,912 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-11$1,196,425$204,484$18,589iApproximate average salary by contribution assumption: employee only about $464,736 at 4% or $309,824 at 6%; with 50% employer match about $309,824 at 4% or $206,549 at 6%; with 100% employer match about $232,368 at 4% or $154,912 at 6%.
2017115$1,128,873$179,922$11,995iApproximate average salary by contribution assumption: employee only about $299,870 at 4% or $199,913 at 6%; with 50% employer match about $199,913 at 4% or $133,276 at 6%; with 100% employer match about $149,935 at 4% or $99,957 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-15$1,128,873$179,922$11,995iApproximate average salary by contribution assumption: employee only about $299,870 at 4% or $199,913 at 6%; with 50% employer match about $199,913 at 4% or $133,276 at 6%; with 100% employer match about $149,935 at 4% or $99,957 at 6%.
2016113$795,536$86,120$6,625iApproximate average salary by contribution assumption: employee only about $165,615 at 4% or $110,410 at 6%; with 50% employer match about $110,410 at 4% or $73,607 at 6%; with 100% employer match about $82,808 at 4% or $55,205 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-13$795,536$86,120$6,625iApproximate average salary by contribution assumption: employee only about $165,615 at 4% or $110,410 at 6%; with 50% employer match about $110,410 at 4% or $73,607 at 6%; with 100% employer match about $82,808 at 4% or $55,205 at 6%.
2015110$681,897$117,491$11,749iApproximate average salary by contribution assumption: employee only about $293,728 at 4% or $195,818 at 6%; with 50% employer match about $195,818 at 4% or $130,546 at 6%; with 100% employer match about $146,864 at 4% or $97,909 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-10$681,897$117,491$11,749iApproximate average salary by contribution assumption: employee only about $293,728 at 4% or $195,818 at 6%; with 50% employer match about $195,818 at 4% or $130,546 at 6%; with 100% employer match about $146,864 at 4% or $97,909 at 6%.
201419$568,024$102,699$11,411iApproximate average salary by contribution assumption: employee only about $285,275 at 4% or $190,183 at 6%; with 50% employer match about $190,183 at 4% or $126,789 at 6%; with 100% employer match about $142,638 at 4% or $95,092 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-9$568,024$102,699$11,411iApproximate average salary by contribution assumption: employee only about $285,275 at 4% or $190,183 at 6%; with 50% employer match about $190,183 at 4% or $126,789 at 6%; with 100% employer match about $142,638 at 4% or $95,092 at 6%.
201316$448,762$94,591$15,765iApproximate average salary by contribution assumption: employee only about $394,129 at 4% or $262,753 at 6%; with 50% employer match about $262,753 at 4% or $175,169 at 6%; with 100% employer match about $197,065 at 4% or $131,376 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-6$448,762$94,591$15,765iApproximate average salary by contribution assumption: employee only about $394,129 at 4% or $262,753 at 6%; with 50% employer match about $262,753 at 4% or $175,169 at 6%; with 100% employer match about $197,065 at 4% or $131,376 at 6%.
201217$289,786$84,446$12,064iApproximate average salary by contribution assumption: employee only about $301,593 at 4% or $201,062 at 6%; with 50% employer match about $201,062 at 4% or $134,041 at 6%; with 100% employer match about $150,796 at 4% or $100,531 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-7$289,786$84,446$12,064iApproximate average salary by contribution assumption: employee only about $301,593 at 4% or $201,062 at 6%; with 50% employer match about $201,062 at 4% or $134,041 at 6%; with 100% employer match about $150,796 at 4% or $100,531 at 6%.
201115$178,315$76,488$15,298iApproximate average salary by contribution assumption: employee only about $382,440 at 4% or $254,960 at 6%; with 50% employer match about $254,960 at 4% or $169,973 at 6%; with 100% employer match about $191,220 at 4% or $127,480 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-5$178,315$76,488$15,298iApproximate average salary by contribution assumption: employee only about $382,440 at 4% or $254,960 at 6%; with 50% employer match about $254,960 at 4% or $169,973 at 6%; with 100% employer match about $191,220 at 4% or $127,480 at 6%.
201014$111,773$83,486$20,872iApproximate average salary by contribution assumption: employee only about $521,788 at 4% or $347,858 at 6%; with 50% employer match about $347,858 at 4% or $231,906 at 6%; with 100% employer match about $260,894 at 4% or $173,929 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-4$111,773$83,486$20,872iApproximate average salary by contribution assumption: employee only about $521,788 at 4% or $347,858 at 6%; with 50% employer match about $347,858 at 4% or $231,906 at 6%; with 100% employer match about $260,894 at 4% or $173,929 at 6%.
200912$16,197$15,873$7,937iApproximate average salary by contribution assumption: employee only about $198,413 at 4% or $132,275 at 6%; with 50% employer match about $132,275 at 4% or $88,183 at 6%; with 100% employer match about $99,206 at 4% or $66,138 at 6%.
J Beard Real Estate Company 401(K) Profit Sharing Plan & Trust-2$16,197$15,873$7,937iApproximate average salary by contribution assumption: employee only about $198,413 at 4% or $132,275 at 6%; with 50% employer match about $132,275 at 4% or $88,183 at 6%; with 100% employer match about $99,206 at 4% or $66,138 at 6%.