Civic Intelligence

Beard Stacey & Jacobsen LLP

Plan context: BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN

EIN 92-0167870 • Seattle, WA • 14 filings • 2 plans

4039 21st Avenue WestSuite 401Seattle, WA 98199
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$3,265,390

2016 Contributions

$264,726

Historical Graphs

Total Assets Over Time

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

$3,265,390$1,632,695$0201020132016YearValue
$3,265,390Latest year 2016

Participants Over Time

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

950201020132016YearValue
9Latest year 2016

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
201629$3,265,390$264,726$29,414iApproximate average salary by contribution assumption: employee only about $735,350 at 4% or $490,233 at 6%; with 50% employer match about $490,233 at 4% or $326,822 at 6%; with 100% employer match about $367,675 at 4% or $245,117 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-6$1,898,668$103,002$17,167iApproximate average salary by contribution assumption: employee only about $429,175 at 4% or $286,117 at 6%; with 50% employer match about $286,117 at 4% or $190,744 at 6%; with 100% employer match about $214,588 at 4% or $143,058 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-9$1,366,722$161,724$17,969iApproximate average salary by contribution assumption: employee only about $449,233 at 4% or $299,489 at 6%; with 50% employer match about $299,489 at 4% or $199,659 at 6%; with 100% employer match about $224,617 at 4% or $149,744 at 6%.
201529$2,833,951$681,194$75,688iApproximate average salary by contribution assumption: employee only about $1,892,206 at 4% or $1,261,470 at 6%; with 50% employer match about $1,261,470 at 4% or $840,980 at 6%; with 100% employer match about $946,103 at 4% or $630,735 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-7$1,684,337$500,000$71,429iApproximate average salary by contribution assumption: employee only about $1,785,714 at 4% or $1,190,476 at 6%; with 50% employer match about $1,190,476 at 4% or $793,651 at 6%; with 100% employer match about $892,857 at 4% or $595,238 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-9$1,149,614$181,194$20,133iApproximate average salary by contribution assumption: employee only about $503,317 at 4% or $335,544 at 6%; with 50% employer match about $335,544 at 4% or $223,696 at 6%; with 100% employer match about $251,658 at 4% or $167,772 at 6%.
201429$2,231,309$466,206$51,801iApproximate average salary by contribution assumption: employee only about $1,295,017 at 4% or $863,344 at 6%; with 50% employer match about $863,344 at 4% or $575,563 at 6%; with 100% employer match about $647,508 at 4% or $431,672 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-6$1,176,657$303,399$50,567iApproximate average salary by contribution assumption: employee only about $1,264,163 at 4% or $842,775 at 6%; with 50% employer match about $842,775 at 4% or $561,850 at 6%; with 100% employer match about $632,081 at 4% or $421,388 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-9$1,054,652$162,807$18,090iApproximate average salary by contribution assumption: employee only about $452,242 at 4% or $301,494 at 6%; with 50% employer match about $301,494 at 4% or $200,996 at 6%; with 100% employer match about $226,121 at 4% or $150,747 at 6%.
201329$1,692,990$405,846$45,094iApproximate average salary by contribution assumption: employee only about $1,127,350 at 4% or $751,567 at 6%; with 50% employer match about $751,567 at 4% or $501,044 at 6%; with 100% employer match about $563,675 at 4% or $375,783 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-9$850,150$100,608$11,179iApproximate average salary by contribution assumption: employee only about $279,467 at 4% or $186,311 at 6%; with 50% employer match about $186,311 at 4% or $124,207 at 6%; with 100% employer match about $139,733 at 4% or $93,156 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-8$842,840$305,238$38,155iApproximate average salary by contribution assumption: employee only about $953,869 at 4% or $635,913 at 6%; with 50% employer match about $635,913 at 4% or $423,942 at 6%; with 100% employer match about $476,934 at 4% or $317,956 at 6%.
201227$1,147,907$397,973$56,853iApproximate average salary by contribution assumption: employee only about $1,421,332 at 4% or $947,555 at 6%; with 50% employer match about $947,555 at 4% or $631,703 at 6%; with 100% employer match about $710,666 at 4% or $473,777 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-7$656,764$243,605$34,801iApproximate average salary by contribution assumption: employee only about $870,018 at 4% or $580,012 at 6%; with 50% employer match about $580,012 at 4% or $386,675 at 6%; with 100% employer match about $435,009 at 4% or $290,006 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-6$491,143$154,368$25,728iApproximate average salary by contribution assumption: employee only about $643,200 at 4% or $428,800 at 6%; with 50% employer match about $428,800 at 4% or $285,867 at 6%; with 100% employer match about $321,600 at 4% or $214,400 at 6%.
201126$693,352$388,998$64,833iApproximate average salary by contribution assumption: employee only about $1,620,825 at 4% or $1,080,550 at 6%; with 50% employer match about $1,080,550 at 4% or $720,367 at 6%; with 100% employer match about $810,413 at 4% or $540,275 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-6$376,254$200,478$33,413iApproximate average salary by contribution assumption: employee only about $835,325 at 4% or $556,883 at 6%; with 50% employer match about $556,883 at 4% or $371,256 at 6%; with 100% employer match about $417,663 at 4% or $278,442 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-6$317,098$188,520$31,420iApproximate average salary by contribution assumption: employee only about $785,500 at 4% or $523,667 at 6%; with 50% employer match about $523,667 at 4% or $349,111 at 6%; with 100% employer match about $392,750 at 4% or $261,833 at 6%.
201026$309,791$309,744$51,624iApproximate average salary by contribution assumption: employee only about $1,290,600 at 4% or $860,400 at 6%; with 50% employer match about $860,400 at 4% or $573,600 at 6%; with 100% employer match about $645,300 at 4% or $430,200 at 6%.
Beard Stacey & Jacobsen LLP 401(K) Profit Sharing Plan-6$178,641$178,594$29,766iApproximate average salary by contribution assumption: employee only about $744,142 at 4% or $496,094 at 6%; with 50% employer match about $496,094 at 4% or $330,730 at 6%; with 100% employer match about $372,071 at 4% or $248,047 at 6%.
BEARD STACEY & JACOBSEN, LLP CASH BALANCE PLAN-5$131,150$131,150$26,230iApproximate average salary by contribution assumption: employee only about $655,750 at 4% or $437,167 at 6%; with 50% employer match about $437,167 at 4% or $291,444 at 6%; with 100% employer match about $327,875 at 4% or $218,583 at 6%.