Civic Intelligence

Beaumont Financial Advisors LLC

Plan context: Beaumont Financial Advisors LLC 401(K) Profit Sharing Plan

EIN 88-3330900 • Needham, MA • 2 filings • 1 plans

250 1st Avenue, Suite 101Needham, MA 02494
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$12,620,530

2024 Contributions

$723,479

Historical Graphs

Total Assets Over Time

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

$12,620,530$6,310,265$020232024YearValue
$12,620,530Latest year 2024

Participants Over Time

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

2613020232024YearValue
26Latest year 2024

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
2024126$12,620,530$723,479$27,826iApproximate average salary by contribution assumption: employee only about $695,653 at 4% or $463,769 at 6%; with 50% employer match about $463,769 at 4% or $309,179 at 6%; with 100% employer match about $347,826 at 4% or $231,884 at 6%.
Beaumont Financial Advisors LLC 401(K) Profit Sharing Plan-26$12,620,530$723,479$27,826iApproximate average salary by contribution assumption: employee only about $695,653 at 4% or $463,769 at 6%; with 50% employer match about $463,769 at 4% or $309,179 at 6%; with 100% employer match about $347,826 at 4% or $231,884 at 6%.
2023124$10,934,919$786,619$32,776iApproximate average salary by contribution assumption: employee only about $819,395 at 4% or $546,263 at 6%; with 50% employer match about $546,263 at 4% or $364,175 at 6%; with 100% employer match about $409,697 at 4% or $273,132 at 6%.
Beaumont Financial Advisors LLC 401(K) Profit Sharing Plan-24$10,934,919$786,619$32,776iApproximate average salary by contribution assumption: employee only about $819,395 at 4% or $546,263 at 6%; with 50% employer match about $546,263 at 4% or $364,175 at 6%; with 100% employer match about $409,697 at 4% or $273,132 at 6%.