BEAUCHAMP WEALTH MANAGEMENT, INC.
Plan context: BEAUCHAMP WEALTH MANAGEMENT 401(K) PLAN
EIN 87-0829584 • Albuquerque, NM • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$553,882
2025 Contributions
$135,548
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $553,882 | $135,548 | $33,887iApproximate average salary by contribution assumption: employee only about $847,175 at 4% or $564,783 at 6%; with 50% employer match about $564,783 at 4% or $376,522 at 6%; with 100% employer match about $423,588 at 4% or $282,392 at 6%. |
| BEAUCHAMP WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $553,882 | $135,548 | $33,887iApproximate average salary by contribution assumption: employee only about $847,175 at 4% or $564,783 at 6%; with 50% employer match about $564,783 at 4% or $376,522 at 6%; with 100% employer match about $423,588 at 4% or $282,392 at 6%. |
| 2024 | 1 | 4 | $538,207 | $143,439 | $35,860iApproximate average salary by contribution assumption: employee only about $896,494 at 4% or $597,663 at 6%; with 50% employer match about $597,663 at 4% or $398,442 at 6%; with 100% employer match about $448,247 at 4% or $298,831 at 6%. |
| BEAUCHAMP WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $538,207 | $143,439 | $35,860iApproximate average salary by contribution assumption: employee only about $896,494 at 4% or $597,663 at 6%; with 50% employer match about $597,663 at 4% or $398,442 at 6%; with 100% employer match about $448,247 at 4% or $298,831 at 6%. |
| 2023 | 1 | 4 | $344,775 | $134,718 | $33,680iApproximate average salary by contribution assumption: employee only about $841,988 at 4% or $561,325 at 6%; with 50% employer match about $561,325 at 4% or $374,217 at 6%; with 100% employer match about $420,994 at 4% or $280,663 at 6%. |
| BEAUCHAMP WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $344,775 | $134,718 | $33,680iApproximate average salary by contribution assumption: employee only about $841,988 at 4% or $561,325 at 6%; with 50% employer match about $561,325 at 4% or $374,217 at 6%; with 100% employer match about $420,994 at 4% or $280,663 at 6%. |
| 2022 | 1 | 4 | $171,255 | $117,679 | $29,420iApproximate average salary by contribution assumption: employee only about $735,494 at 4% or $490,329 at 6%; with 50% employer match about $490,329 at 4% or $326,886 at 6%; with 100% employer match about $367,747 at 4% or $245,165 at 6%. |
| BEAUCHAMP WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $171,255 | $117,679 | $29,420iApproximate average salary by contribution assumption: employee only about $735,494 at 4% or $490,329 at 6%; with 50% employer match about $490,329 at 4% or $326,886 at 6%; with 100% employer match about $367,747 at 4% or $245,165 at 6%. |
| 2021 | 1 | 4 | $63,241 | $63,307 | $15,827iApproximate average salary by contribution assumption: employee only about $395,669 at 4% or $263,779 at 6%; with 50% employer match about $263,779 at 4% or $175,853 at 6%; with 100% employer match about $197,834 at 4% or $131,890 at 6%. |
| BEAUCHAMP WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $63,241 | $63,307 | $15,827iApproximate average salary by contribution assumption: employee only about $395,669 at 4% or $263,779 at 6%; with 50% employer match about $263,779 at 4% or $175,853 at 6%; with 100% employer match about $197,834 at 4% or $131,890 at 6%. |