Civic Intelligence
Filing

Beach, Fleischman & Co. PC. 401K Plan

Beach, Fleischman & Co. PC. • EIN 86-0683059 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Down

53 → 49

-4 • -7.55%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243219$62,536,365$4,872,210$22,248iApproximate average salary by contribution assumption: employee only about $556,188 at 4% or $370,792 at 6%; with 50% employer match about $370,792 at 4% or $247,195 at 6%; with 100% employer match about $278,094 at 4% or $185,396 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-219$51,598,280$4,172,210$19,051iApproximate average salary by contribution assumption: employee only about $476,280 at 4% or $317,520 at 6%; with 50% employer match about $317,520 at 4% or $211,680 at 6%; with 100% employer match about $238,140 at 4% or $158,760 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-164$10,938,085$700,000$4,268iApproximate average salary by contribution assumption: employee only about $106,707 at 4% or $71,138 at 6%; with 50% employer match about $71,138 at 4% or $47,425 at 6%; with 100% employer match about $53,354 at 4% or $35,569 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-192---
20233203$56,019,500$5,060,907$24,931iApproximate average salary by contribution assumption: employee only about $623,264 at 4% or $415,510 at 6%; with 50% employer match about $415,510 at 4% or $277,006 at 6%; with 100% employer match about $311,632 at 4% or $207,755 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-203$46,282,876$4,306,639$21,215iApproximate average salary by contribution assumption: employee only about $530,374 at 4% or $353,583 at 6%; with 50% employer match about $353,583 at 4% or $235,722 at 6%; with 100% employer match about $265,187 at 4% or $176,791 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-157$9,736,624$754,268$4,804iApproximate average salary by contribution assumption: employee only about $120,106 at 4% or $80,071 at 6%; with 50% employer match about $80,071 at 4% or $53,381 at 6%; with 100% employer match about $60,053 at 4% or $40,035 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-180---
20223186$50,307,980$4,904,751$26,370iApproximate average salary by contribution assumption: employee only about $659,241 at 4% or $439,494 at 6%; with 50% employer match about $439,494 at 4% or $292,996 at 6%; with 100% employer match about $329,620 at 4% or $219,747 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-186$41,487,866$4,173,635$22,439iApproximate average salary by contribution assumption: employee only about $560,972 at 4% or $373,982 at 6%; with 50% employer match about $373,982 at 4% or $249,321 at 6%; with 100% employer match about $280,486 at 4% or $186,991 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-144$8,820,114$731,116$5,077iApproximate average salary by contribution assumption: employee only about $126,930 at 4% or $84,620 at 6%; with 50% employer match about $84,620 at 4% or $56,413 at 6%; with 100% employer match about $63,465 at 4% or $42,310 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-162---
20213174$57,779,389$4,258,700$24,475iApproximate average salary by contribution assumption: employee only about $611,882 at 4% or $407,921 at 6%; with 50% employer match about $407,921 at 4% or $271,948 at 6%; with 100% employer match about $305,941 at 4% or $203,961 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-174$48,308,280$3,679,179$21,145iApproximate average salary by contribution assumption: employee only about $528,618 at 4% or $352,412 at 6%; with 50% employer match about $352,412 at 4% or $234,941 at 6%; with 100% employer match about $264,309 at 4% or $176,206 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-137$9,471,109$579,521$4,230iApproximate average salary by contribution assumption: employee only about $105,752 at 4% or $70,501 at 6%; with 50% employer match about $70,501 at 4% or $47,001 at 6%; with 100% employer match about $52,876 at 4% or $35,251 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-164---
20203187$50,560,568$4,296,781$22,977iApproximate average salary by contribution assumption: employee only about $574,436 at 4% or $382,957 at 6%; with 50% employer match about $382,957 at 4% or $255,305 at 6%; with 100% employer match about $287,218 at 4% or $191,479 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-187$42,246,062$3,602,712$19,266iApproximate average salary by contribution assumption: employee only about $481,646 at 4% or $321,097 at 6%; with 50% employer match about $321,097 at 4% or $214,065 at 6%; with 100% employer match about $240,823 at 4% or $160,549 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-158$8,314,506$694,069$4,393iApproximate average salary by contribution assumption: employee only about $109,821 at 4% or $73,214 at 6%; with 50% employer match about $73,214 at 4% or $48,809 at 6%; with 100% employer match about $54,911 at 4% or $36,607 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-166---
20193191$44,143,877$4,033,087$21,116iApproximate average salary by contribution assumption: employee only about $527,891 at 4% or $351,927 at 6%; with 50% employer match about $351,927 at 4% or $234,618 at 6%; with 100% employer match about $263,945 at 4% or $175,964 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-191$36,694,881$3,339,982$17,487iApproximate average salary by contribution assumption: employee only about $437,170 at 4% or $291,447 at 6%; with 50% employer match about $291,447 at 4% or $194,298 at 6%; with 100% employer match about $218,585 at 4% or $145,723 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-151$7,448,996$693,105$4,590iApproximate average salary by contribution assumption: employee only about $114,752 at 4% or $76,502 at 6%; with 50% employer match about $76,502 at 4% or $51,001 at 6%; with 100% employer match about $57,376 at 4% or $38,251 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-177---
20183160$38,069,559$3,566,498$22,291iApproximate average salary by contribution assumption: employee only about $557,265 at 4% or $371,510 at 6%; with 50% employer match about $371,510 at 4% or $247,673 at 6%; with 100% employer match about $278,633 at 4% or $185,755 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-160$31,900,828$2,921,738$18,261iApproximate average salary by contribution assumption: employee only about $456,522 at 4% or $304,348 at 6%; with 50% employer match about $304,348 at 4% or $202,898 at 6%; with 100% employer match about $228,261 at 4% or $152,174 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-133$6,168,731$644,760$4,848iApproximate average salary by contribution assumption: employee only about $121,195 at 4% or $80,797 at 6%; with 50% employer match about $80,797 at 4% or $53,865 at 6%; with 100% employer match about $60,598 at 4% or $40,398 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-151---
20173163$37,926,635$3,369,232$20,670iApproximate average salary by contribution assumption: employee only about $516,753 at 4% or $344,502 at 6%; with 50% employer match about $344,502 at 4% or $229,668 at 6%; with 100% employer match about $258,377 at 4% or $172,251 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-163$31,674,415$2,793,334$17,137iApproximate average salary by contribution assumption: employee only about $428,425 at 4% or $285,617 at 6%; with 50% employer match about $285,617 at 4% or $190,411 at 6%; with 100% employer match about $214,213 at 4% or $142,808 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-127$6,252,220$575,898$4,535iApproximate average salary by contribution assumption: employee only about $113,366 at 4% or $75,577 at 6%; with 50% employer match about $75,577 at 4% or $50,385 at 6%; with 100% employer match about $56,683 at 4% or $37,789 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-137---
20163165$31,617,545$3,195,942$19,369iApproximate average salary by contribution assumption: employee only about $484,234 at 4% or $322,822 at 6%; with 50% employer match about $322,822 at 4% or $215,215 at 6%; with 100% employer match about $242,117 at 4% or $161,411 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-149$26,348,395$2,640,757$17,723iApproximate average salary by contribution assumption: employee only about $443,080 at 4% or $295,387 at 6%; with 50% employer match about $295,387 at 4% or $196,924 at 6%; with 100% employer match about $221,540 at 4% or $147,693 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-129$5,269,150$555,185$4,304iApproximate average salary by contribution assumption: employee only about $107,594 at 4% or $71,729 at 6%; with 50% employer match about $71,729 at 4% or $47,820 at 6%; with 100% employer match about $53,797 at 4% or $35,865 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-165---
20153141$27,554,148$3,012,546$21,366iApproximate average salary by contribution assumption: employee only about $534,139 at 4% or $356,093 at 6%; with 50% employer match about $356,093 at 4% or $237,395 at 6%; with 100% employer match about $267,070 at 4% or $178,046 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-141$23,004,959$2,485,230$17,626iApproximate average salary by contribution assumption: employee only about $440,644 at 4% or $293,762 at 6%; with 50% employer match about $293,762 at 4% or $195,842 at 6%; with 100% employer match about $220,322 at 4% or $146,881 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-127$4,549,189$527,316$4,152iApproximate average salary by contribution assumption: employee only about $103,802 at 4% or $69,202 at 6%; with 50% employer match about $69,202 at 4% or $46,134 at 6%; with 100% employer match about $51,901 at 4% or $34,601 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-132---
20143137$26,143,687$2,934,888$21,423iApproximate average salary by contribution assumption: employee only about $535,564 at 4% or $357,042 at 6%; with 50% employer match about $357,042 at 4% or $238,028 at 6%; with 100% employer match about $267,782 at 4% or $178,521 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-137$22,096,436$2,429,602$17,734iApproximate average salary by contribution assumption: employee only about $443,358 at 4% or $295,572 at 6%; with 50% employer match about $295,572 at 4% or $197,048 at 6%; with 100% employer match about $221,679 at 4% or $147,786 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-100$4,047,251$505,286$5,053iApproximate average salary by contribution assumption: employee only about $126,321 at 4% or $84,214 at 6%; with 50% employer match about $84,214 at 4% or $56,143 at 6%; with 100% employer match about $63,161 at 4% or $42,107 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-131---
20133133$22,250,486$2,936,697$22,080iApproximate average salary by contribution assumption: employee only about $552,011 at 4% or $368,007 at 6%; with 50% employer match about $368,007 at 4% or $245,338 at 6%; with 100% employer match about $276,005 at 4% or $184,004 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-133$18,790,950$2,362,295$17,762iApproximate average salary by contribution assumption: employee only about $444,040 at 4% or $296,027 at 6%; with 50% employer match about $296,027 at 4% or $197,351 at 6%; with 100% employer match about $222,020 at 4% or $148,013 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-113$3,459,536$574,402$5,083iApproximate average salary by contribution assumption: employee only about $127,080 at 4% or $84,720 at 6%; with 50% employer match about $84,720 at 4% or $56,480 at 6%; with 100% employer match about $63,540 at 4% or $42,360 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-126---
20123107$17,781,452$2,080,479$19,444iApproximate average salary by contribution assumption: employee only about $486,093 at 4% or $324,062 at 6%; with 50% employer match about $324,062 at 4% or $216,041 at 6%; with 100% employer match about $243,047 at 4% or $162,031 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-106$15,190,411$1,841,288$17,371iApproximate average salary by contribution assumption: employee only about $434,266 at 4% or $289,511 at 6%; with 50% employer match about $289,511 at 4% or $193,007 at 6%; with 100% employer match about $217,133 at 4% or $144,755 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-107$2,591,041$239,191$2,235iApproximate average salary by contribution assumption: employee only about $55,886 at 4% or $37,257 at 6%; with 50% employer match about $37,257 at 4% or $24,838 at 6%; with 100% employer match about $27,943 at 4% or $18,629 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-102---
2011398$15,631,370$1,579,511$16,117iApproximate average salary by contribution assumption: employee only about $402,936 at 4% or $268,624 at 6%; with 50% employer match about $268,624 at 4% or $179,083 at 6%; with 100% employer match about $201,468 at 4% or $134,312 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-95$13,424,716$1,451,512$15,279iApproximate average salary by contribution assumption: employee only about $381,977 at 4% or $254,651 at 6%; with 50% employer match about $254,651 at 4% or $169,767 at 6%; with 100% employer match about $190,988 at 4% or $127,326 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-98$2,206,654$127,999$1,306iApproximate average salary by contribution assumption: employee only about $32,653 at 4% or $21,769 at 6%; with 50% employer match about $21,769 at 4% or $14,512 at 6%; with 100% employer match about $16,326 at 4% or $10,884 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-92---
20103109$15,847,238$1,586,923$14,559iApproximate average salary by contribution assumption: employee only about $363,973 at 4% or $242,649 at 6%; with 50% employer match about $242,649 at 4% or $161,766 at 6%; with 100% employer match about $181,987 at 4% or $121,324 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-109$13,732,409$1,439,488$13,206iApproximate average salary by contribution assumption: employee only about $330,158 at 4% or $220,105 at 6%; with 50% employer match about $220,105 at 4% or $146,737 at 6%; with 100% employer match about $165,079 at 4% or $110,053 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-106$2,114,829$147,435$1,391iApproximate average salary by contribution assumption: employee only about $34,772 at 4% or $23,182 at 6%; with 50% employer match about $23,182 at 4% or $15,454 at 6%; with 100% employer match about $17,386 at 4% or $11,591 at 6%.
Beachfleischman PC Welfare Benefits Wrap Plan-97---
20094123$13,708,665$1,711,022$13,911iApproximate average salary by contribution assumption: employee only about $347,769 at 4% or $231,846 at 6%; with 50% employer match about $231,846 at 4% or $154,564 at 6%; with 100% employer match about $173,884 at 4% or $115,923 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-123$11,888,722$1,357,044$11,033iApproximate average salary by contribution assumption: employee only about $275,822 at 4% or $183,881 at 6%; with 50% employer match about $183,881 at 4% or $122,588 at 6%; with 100% employer match about $137,911 at 4% or $91,941 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-116$1,819,943$353,978$3,052iApproximate average salary by contribution assumption: employee only about $76,288 at 4% or $50,859 at 6%; with 50% employer match about $50,859 at 4% or $33,906 at 6%; with 100% employer match about $38,144 at 4% or $25,429 at 6%.
Beachfleischman PC Bcbs-99---
Beachfleischman PC Welfare Benefits Wrap Plan-101---
20084121$8,274,201$1,534,022$12,678iApproximate average salary by contribution assumption: employee only about $316,947 at 4% or $211,298 at 6%; with 50% employer match about $211,298 at 4% or $140,865 at 6%; with 100% employer match about $158,473 at 4% or $105,649 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-121$8,274,201$1,534,022$12,678iApproximate average salary by contribution assumption: employee only about $316,947 at 4% or $211,298 at 6%; with 50% employer match about $211,298 at 4% or $140,865 at 6%; with 100% employer match about $158,473 at 4% or $105,649 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-89---
BEACHFLEISCHMAN PC HARTFORD-103---
BEACHFLEISCHMAN PC LINCOLN-104---
20072106$11,165,437$1,455,477$13,731iApproximate average salary by contribution assumption: employee only about $343,273 at 4% or $228,849 at 6%; with 50% employer match about $228,849 at 4% or $152,566 at 6%; with 100% employer match about $171,636 at 4% or $114,424 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-106$11,165,437$1,455,477$13,731iApproximate average salary by contribution assumption: employee only about $343,273 at 4% or $228,849 at 6%; with 50% employer match about $228,849 at 4% or $152,566 at 6%; with 100% employer match about $171,636 at 4% or $114,424 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-84---
2006297$10,725,389$1,773,759$18,286iApproximate average salary by contribution assumption: employee only about $457,154 at 4% or $304,770 at 6%; with 50% employer match about $304,770 at 4% or $203,180 at 6%; with 100% employer match about $228,577 at 4% or $152,385 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-97$9,748,673$1,505,653$15,522iApproximate average salary by contribution assumption: employee only about $388,055 at 4% or $258,703 at 6%; with 50% employer match about $258,703 at 4% or $172,469 at 6%; with 100% employer match about $194,027 at 4% or $129,352 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-75$976,716$268,106$3,575iApproximate average salary by contribution assumption: employee only about $89,369 at 4% or $59,579 at 6%; with 50% employer match about $59,579 at 4% or $39,719 at 6%; with 100% employer match about $44,684 at 4% or $29,790 at 6%.
2005294$8,210,714$1,505,314$16,014iApproximate average salary by contribution assumption: employee only about $400,349 at 4% or $266,900 at 6%; with 50% employer match about $266,900 at 4% or $177,933 at 6%; with 100% employer match about $200,175 at 4% or $133,450 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-94$7,541,199$1,277,398$13,589iApproximate average salary by contribution assumption: employee only about $339,734 at 4% or $226,489 at 6%; with 50% employer match about $226,489 at 4% or $150,993 at 6%; with 100% employer match about $169,867 at 4% or $113,245 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-71$669,515$227,916$3,210iApproximate average salary by contribution assumption: employee only about $80,252 at 4% or $53,501 at 6%; with 50% employer match about $53,501 at 4% or $35,668 at 6%; with 100% employer match about $40,126 at 4% or $26,751 at 6%.
2004285$6,487,628$1,295,407$15,240iApproximate average salary by contribution assumption: employee only about $381,002 at 4% or $254,001 at 6%; with 50% employer match about $254,001 at 4% or $169,334 at 6%; with 100% employer match about $190,501 at 4% or $127,001 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-85$6,053,441$1,118,654$13,161iApproximate average salary by contribution assumption: employee only about $329,016 at 4% or $219,344 at 6%; with 50% employer match about $219,344 at 4% or $146,229 at 6%; with 100% employer match about $164,508 at 4% or $109,672 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-67$434,187$176,753$2,638iApproximate average salary by contribution assumption: employee only about $65,953 at 4% or $43,968 at 6%; with 50% employer match about $43,968 at 4% or $29,312 at 6%; with 100% employer match about $32,976 at 4% or $21,984 at 6%.
2003280$4,746,080$1,037,519$12,969iApproximate average salary by contribution assumption: employee only about $324,225 at 4% or $216,150 at 6%; with 50% employer match about $216,150 at 4% or $144,100 at 6%; with 100% employer match about $162,112 at 4% or $108,075 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-80$4,501,250$904,071$11,301iApproximate average salary by contribution assumption: employee only about $282,522 at 4% or $188,348 at 6%; with 50% employer match about $188,348 at 4% or $125,565 at 6%; with 100% employer match about $141,261 at 4% or $94,174 at 6%.
Beachfleischman PC Employees' Cash Balance Plan-66$244,830$133,448$2,022iApproximate average salary by contribution assumption: employee only about $50,548 at 4% or $33,699 at 6%; with 50% employer match about $33,699 at 4% or $22,466 at 6%; with 100% employer match about $25,274 at 4% or $16,849 at 6%.
2002360$0$0-
Beach, Fleischman & Co. PC. 401K Plan-60---
BEACH, FLEISCHMAN & CO,, P.C. OFFICERS PENSION PLAN-0---
Beachfleischman PC Employees' Cash Balance Plan-45---
2001253$0$0-
BEACH, FLEISCHMAN & CO,, P.C. OFFICERS PENSION PLAN-11---
Beach, Fleischman & Co. PC. 401K Plan-53---
2000149$0$0-
Beach, Fleischman & Co. PC. 401K PlanCurrent49---
1999143$2,208,023$325,917$7,579iApproximate average salary by contribution assumption: employee only about $189,487 at 4% or $126,324 at 6%; with 50% employer match about $126,324 at 4% or $84,216 at 6%; with 100% employer match about $94,743 at 4% or $63,162 at 6%.
Beach, Fleischman & Co. PC. 401K Plan-43$2,208,023$325,917$7,579iApproximate average salary by contribution assumption: employee only about $189,487 at 4% or $126,324 at 6%; with 50% employer match about $126,324 at 4% or $84,216 at 6%; with 100% employer match about $94,743 at 4% or $63,162 at 6%.
Schedule Details

This filing only has main form rows in the source dataset, so there are no separate schedule rows to display.