Civic Intelligence

Stone Beacon Capital

Plan context: Stone Beacon Capital 401(K) Savings Plan

EIN 81-5038080 • Carlsbad, CA • 9 filings • 1 plans

1917 Palomar Oaks Way, Ste 140Carlsbad, CA 92008-5524
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$309,463

2025 Contributions

$16,115

Historical Graphs

Total Assets Over Time

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

$333,186$166,593$0201720212025YearValue
$309,463Latest year 2025

Participants Over Time

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

210201720212025YearValue
2Latest year 2025

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
202512$309,463$16,115$8,058iApproximate average salary by contribution assumption: employee only about $201,438 at 4% or $134,292 at 6%; with 50% employer match about $134,292 at 4% or $89,528 at 6%; with 100% employer match about $100,719 at 4% or $67,146 at 6%.
Stone Beacon Capital 401(K) Savings Plan-2$309,463$16,115$8,058iApproximate average salary by contribution assumption: employee only about $201,438 at 4% or $134,292 at 6%; with 50% employer match about $134,292 at 4% or $89,528 at 6%; with 100% employer match about $100,719 at 4% or $67,146 at 6%.
202412$249,095$6,200$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
Stone Beacon Capital 401(K) Savings Plan-2$249,095$6,200$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
202312$178,392$0-
Stone Beacon Capital 401(K) Savings Plan-2$178,392$0-
202212$203,586$0-
Stone Beacon Capital 401(K) Savings Plan-2$203,586$0-
202112$247,475$0-
Stone Beacon Capital 401(K) Savings Plan-2$247,475$0-
202012$326,103$0-
Stone Beacon Capital 401(K) Savings Plan-2$326,103$0-
201912$254,815$0-
Stone Beacon Capital 401(K) Savings Plan-2$254,815$0-
201812$333,186$0-
Stone Beacon Capital 401(K) Savings Plan-2$333,186$0-
201712$269,411$270,336$135,168iApproximate average salary by contribution assumption: employee only about $3,379,200 at 4% or $2,252,800 at 6%; with 50% employer match about $2,252,800 at 4% or $1,501,867 at 6%; with 100% employer match about $1,689,600 at 4% or $1,126,400 at 6%.
Stone Beacon Capital 401(K) Savings Plan-2$269,411$270,336$135,168iApproximate average salary by contribution assumption: employee only about $3,379,200 at 4% or $2,252,800 at 6%; with 50% employer match about $2,252,800 at 4% or $1,501,867 at 6%; with 100% employer match about $1,689,600 at 4% or $1,126,400 at 6%.
Stone Beacon Capital | EIN 81-5038080 | 2025 Form 5500 Company Profile