Beachwealth Inc.
Plan context: Beachwealth 401K
EIN 81-4874182 • St Petersburg, FL • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$296,622
2024 Contributions
$230,762
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 | 1 | $296,622 | $0 | - |
| Beachwealth 401K | - | 1 | $296,622 | - | - |
| 2023 | 1 | 1 | $228,171 | $0 | - |
| Beachwealth 401K | - | 1 | $228,171 | - | - |
| 2022 | 1 | 1 | $162,979 | $0 | - |
| Beachwealth 401K | - | 1 | $162,979 | - | - |
| 2021 | 1 | 1 | $85,751 | $0 | - |
| Beachwealth 401K | - | 1 | $85,751 | - | - |
| 2020 | 1 | 1 | $68,564 | $0 | - |
| Beachwealth 401K | - | 1 | $68,564 | - | - |
| 2019 | 1 | 1 | $241,347 | $0 | - |
| Beachwealth 401K | - | 1 | $241,347 | - | - |
| 2018 | 1 | 1 | $241,333 | $0 | - |
| Beachwealth 401K | - | 1 | $241,333 | - | - |
| 2017 | 1 | 1 | $241,321 | $230,762 | $230,762iApproximate average salary by contribution assumption: employee only about $5,769,050 at 4% or $3,846,033 at 6%; with 50% employer match about $3,846,033 at 4% or $2,564,022 at 6%; with 100% employer match about $2,884,525 at 4% or $1,923,017 at 6%. |
| Beachwealth 401K | - | 1 | $241,321 | $230,762 | $230,762iApproximate average salary by contribution assumption: employee only about $5,769,050 at 4% or $3,846,033 at 6%; with 50% employer match about $3,846,033 at 4% or $2,564,022 at 6%; with 100% employer match about $2,884,525 at 4% or $1,923,017 at 6%. |