S. R. Beard & Associates, L.L.C.
Plan context: S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan
EIN 86-0937983 • 9 filings • 3 plans
Current Snapshot
Latest Year
2006
2006 Participants
50
2006 Assets
$2,347,883
2006 Contributions
$651,274
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 0 | - | - | - |
| 2005 | 1 | 50 | $2,347,883 | $651,274 | $13,025iApproximate average salary by contribution assumption: employee only about $325,637 at 4% or $217,091 at 6%; with 50% employer match about $217,091 at 4% or $144,728 at 6%; with 100% employer match about $162,819 at 4% or $108,546 at 6%. |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 50 | $2,347,883 | $651,274 | $13,025iApproximate average salary by contribution assumption: employee only about $325,637 at 4% or $217,091 at 6%; with 50% employer match about $217,091 at 4% or $144,728 at 6%; with 100% employer match about $162,819 at 4% or $108,546 at 6%. |
| 2004 | 1 | 40 | $1,621,473 | $480,245 | $12,006iApproximate average salary by contribution assumption: employee only about $300,153 at 4% or $200,102 at 6%; with 50% employer match about $200,102 at 4% or $133,401 at 6%; with 100% employer match about $150,077 at 4% or $100,051 at 6%. |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 40 | $1,621,473 | $480,245 | $12,006iApproximate average salary by contribution assumption: employee only about $300,153 at 4% or $200,102 at 6%; with 50% employer match about $200,102 at 4% or $133,401 at 6%; with 100% employer match about $150,077 at 4% or $100,051 at 6%. |
| 2003 | 1 | 39 | $1,109,183 | $439,545 | $11,270iApproximate average salary by contribution assumption: employee only about $281,760 at 4% or $187,840 at 6%; with 50% employer match about $187,840 at 4% or $125,226 at 6%; with 100% employer match about $140,880 at 4% or $93,920 at 6%. |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 39 | $1,109,183 | $439,545 | $11,270iApproximate average salary by contribution assumption: employee only about $281,760 at 4% or $187,840 at 6%; with 50% employer match about $187,840 at 4% or $125,226 at 6%; with 100% employer match about $140,880 at 4% or $93,920 at 6%. |
| 2002 | 1 | 33 | $553,000 | $373,651 | $11,323iApproximate average salary by contribution assumption: employee only about $283,069 at 4% or $188,713 at 6%; with 50% employer match about $188,713 at 4% or $125,808 at 6%; with 100% employer match about $141,534 at 4% or $94,356 at 6%. |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 33 | $553,000 | $373,651 | $11,323iApproximate average salary by contribution assumption: employee only about $283,069 at 4% or $188,713 at 6%; with 50% employer match about $188,713 at 4% or $125,808 at 6%; with 100% employer match about $141,534 at 4% or $94,356 at 6%. |
| 2001 | 2 | 20 | $220,103 | $152,469 | $7,623iApproximate average salary by contribution assumption: employee only about $190,586 at 4% or $127,058 at 6%; with 50% employer match about $127,058 at 4% or $84,705 at 6%; with 100% employer match about $95,293 at 4% or $63,529 at 6%. |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 20 | $220,103 | $26,250 | $1,313iApproximate average salary by contribution assumption: employee only about $32,813 at 4% or $21,875 at 6%; with 50% employer match about $21,875 at 4% or $14,583 at 6%; with 100% employer match about $16,406 at 4% or $10,938 at 6%. |
| S. R. BEARD & ASSOCIATES, L.L.C. GUARANTEED CONTRIBUTION PLAN | - | 0 | - | $126,219 | - |
| 2000 | 2 | 14 | $84,072 | $88,103 | $6,293iApproximate average salary by contribution assumption: employee only about $157,327 at 4% or $104,885 at 6%; with 50% employer match about $104,885 at 4% or $69,923 at 6%; with 100% employer match about $78,663 at 4% or $52,442 at 6%. |
| S.R. BEARD & ASSOCIATES, L.L.C. GUARANTEED CONTRIBUTION PLAN | - | 0 | $84,072 | $88,103 | - |
| S. R. Beard & Associates, L.L.C. Discretionary Contribution Plan | - | 14 | - | - | - |