Civic Intelligence

Beals Martin 401(K) Plan

Plan context: Beals Martin 401(K) Plan

EIN 94-2632010 • Redwood City, CA • 24 filings • 5 plans

2596 Bay RoadRedwood City, CA 94063
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,551,411

2024 Contributions

$213,129

Historical Graphs

Total Assets Over Time

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

$7,434,873$3,717,437$0200220132024YearValue
$6,551,411Latest year 2024

Participants Over Time

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

1890200120132024YearValue
15Latest 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
2024115$6,551,411$213,129$14,209iApproximate average salary by contribution assumption: employee only about $355,215 at 4% or $236,810 at 6%; with 50% employer match about $236,810 at 4% or $157,873 at 6%; with 100% employer match about $177,608 at 4% or $118,405 at 6%.
Beals Martin 401(K) Plan-15$6,551,411$213,129$14,209iApproximate average salary by contribution assumption: employee only about $355,215 at 4% or $236,810 at 6%; with 50% employer match about $236,810 at 4% or $157,873 at 6%; with 100% employer match about $177,608 at 4% or $118,405 at 6%.
2023117$7,304,100$189,841$11,167iApproximate average salary by contribution assumption: employee only about $279,178 at 4% or $186,119 at 6%; with 50% employer match about $186,119 at 4% or $124,079 at 6%; with 100% employer match about $139,589 at 4% or $93,059 at 6%.
Beals Martin 401(K) Plan-17$7,304,100$189,841$11,167iApproximate average salary by contribution assumption: employee only about $279,178 at 4% or $186,119 at 6%; with 50% employer match about $186,119 at 4% or $124,079 at 6%; with 100% employer match about $139,589 at 4% or $93,059 at 6%.
2022118$6,167,088$248,304$13,795iApproximate average salary by contribution assumption: employee only about $344,867 at 4% or $229,911 at 6%; with 50% employer match about $229,911 at 4% or $153,274 at 6%; with 100% employer match about $172,433 at 4% or $114,956 at 6%.
Beals Martin 401(K) Plan-18$6,167,088$248,304$13,795iApproximate average salary by contribution assumption: employee only about $344,867 at 4% or $229,911 at 6%; with 50% employer match about $229,911 at 4% or $153,274 at 6%; with 100% employer match about $172,433 at 4% or $114,956 at 6%.
2021117$7,434,873$244,056$14,356iApproximate average salary by contribution assumption: employee only about $358,906 at 4% or $239,271 at 6%; with 50% employer match about $239,271 at 4% or $159,514 at 6%; with 100% employer match about $179,453 at 4% or $119,635 at 6%.
Beals Martin 401(K) Plan-17$7,434,873$244,056$14,356iApproximate average salary by contribution assumption: employee only about $358,906 at 4% or $239,271 at 6%; with 50% employer match about $239,271 at 4% or $159,514 at 6%; with 100% employer match about $179,453 at 4% or $119,635 at 6%.
2020117$6,097,480$233,751$13,750iApproximate average salary by contribution assumption: employee only about $343,751 at 4% or $229,168 at 6%; with 50% employer match about $229,168 at 4% or $152,778 at 6%; with 100% employer match about $171,876 at 4% or $114,584 at 6%.
Beals Martin 401(K) Plan-17$6,097,480$233,751$13,750iApproximate average salary by contribution assumption: employee only about $343,751 at 4% or $229,168 at 6%; with 50% employer match about $229,168 at 4% or $152,778 at 6%; with 100% employer match about $171,876 at 4% or $114,584 at 6%.
2019113$5,071,910$228,024$17,540iApproximate average salary by contribution assumption: employee only about $438,508 at 4% or $292,338 at 6%; with 50% employer match about $292,338 at 4% or $194,892 at 6%; with 100% employer match about $219,254 at 4% or $146,169 at 6%.
Beals Martin 401(K) Plan-13$5,071,910$228,024$17,540iApproximate average salary by contribution assumption: employee only about $438,508 at 4% or $292,338 at 6%; with 50% employer match about $292,338 at 4% or $194,892 at 6%; with 100% employer match about $219,254 at 4% or $146,169 at 6%.
2018111$4,112,028$226,538$20,594iApproximate average salary by contribution assumption: employee only about $514,859 at 4% or $343,239 at 6%; with 50% employer match about $343,239 at 4% or $228,826 at 6%; with 100% employer match about $257,430 at 4% or $171,620 at 6%.
Beals Martin 401(K) Plan-11$4,112,028$226,538$20,594iApproximate average salary by contribution assumption: employee only about $514,859 at 4% or $343,239 at 6%; with 50% employer match about $343,239 at 4% or $228,826 at 6%; with 100% employer match about $257,430 at 4% or $171,620 at 6%.
2017115$4,298,439$377,926$25,195iApproximate average salary by contribution assumption: employee only about $629,877 at 4% or $419,918 at 6%; with 50% employer match about $419,918 at 4% or $279,945 at 6%; with 100% employer match about $314,938 at 4% or $209,959 at 6%.
Beals Martin 401(K) Plan-15$4,298,439$377,926$25,195iApproximate average salary by contribution assumption: employee only about $629,877 at 4% or $419,918 at 6%; with 50% employer match about $419,918 at 4% or $279,945 at 6%; with 100% employer match about $314,938 at 4% or $209,959 at 6%.
2016112$3,259,765$215,380$17,948iApproximate average salary by contribution assumption: employee only about $448,708 at 4% or $299,139 at 6%; with 50% employer match about $299,139 at 4% or $199,426 at 6%; with 100% employer match about $224,354 at 4% or $149,569 at 6%.
Beals Martin 401(K) Plan-12$3,259,765$215,380$17,948iApproximate average salary by contribution assumption: employee only about $448,708 at 4% or $299,139 at 6%; with 50% employer match about $299,139 at 4% or $199,426 at 6%; with 100% employer match about $224,354 at 4% or $149,569 at 6%.
2015110$2,829,650$226,244$22,624iApproximate average salary by contribution assumption: employee only about $565,610 at 4% or $377,073 at 6%; with 50% employer match about $377,073 at 4% or $251,382 at 6%; with 100% employer match about $282,805 at 4% or $188,537 at 6%.
Beals Martin 401(K) Plan-10$2,829,650$226,244$22,624iApproximate average salary by contribution assumption: employee only about $565,610 at 4% or $377,073 at 6%; with 50% employer match about $377,073 at 4% or $251,382 at 6%; with 100% employer match about $282,805 at 4% or $188,537 at 6%.
2014110$2,614,394$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Beals Martin 401(K) Plan-10$2,614,394$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
2013110$2,312,436$262,464$26,246iApproximate average salary by contribution assumption: employee only about $656,160 at 4% or $437,440 at 6%; with 50% employer match about $437,440 at 4% or $291,627 at 6%; with 100% employer match about $328,080 at 4% or $218,720 at 6%.
Beals Martin 401(K) Plan-10$2,312,436$262,464$26,246iApproximate average salary by contribution assumption: employee only about $656,160 at 4% or $437,440 at 6%; with 50% employer match about $437,440 at 4% or $291,627 at 6%; with 100% employer match about $328,080 at 4% or $218,720 at 6%.
2012110$1,675,657$195,880$19,588iApproximate average salary by contribution assumption: employee only about $489,700 at 4% or $326,467 at 6%; with 50% employer match about $326,467 at 4% or $217,644 at 6%; with 100% employer match about $244,850 at 4% or $163,233 at 6%.
BEALS MARTIN 401(K) PLAN-10$1,675,657$195,880$19,588iApproximate average salary by contribution assumption: employee only about $489,700 at 4% or $326,467 at 6%; with 50% employer match about $326,467 at 4% or $217,644 at 6%; with 100% employer match about $244,850 at 4% or $163,233 at 6%.
2011110$1,317,274$124,064$12,406iApproximate average salary by contribution assumption: employee only about $310,160 at 4% or $206,773 at 6%; with 50% employer match about $206,773 at 4% or $137,849 at 6%; with 100% employer match about $155,080 at 4% or $103,387 at 6%.
BEALS MARTIN 401(K) PLAN-10$1,317,274$124,064$12,406iApproximate average salary by contribution assumption: employee only about $310,160 at 4% or $206,773 at 6%; with 50% employer match about $206,773 at 4% or $137,849 at 6%; with 100% employer match about $155,080 at 4% or $103,387 at 6%.
2010110$1,257,854$92,569$9,257iApproximate average salary by contribution assumption: employee only about $231,423 at 4% or $154,282 at 6%; with 50% employer match about $154,282 at 4% or $102,854 at 6%; with 100% employer match about $115,711 at 4% or $77,141 at 6%.
Beals Martin 401(K) Plan-10$1,257,854$92,569$9,257iApproximate average salary by contribution assumption: employee only about $231,423 at 4% or $154,282 at 6%; with 50% employer match about $154,282 at 4% or $102,854 at 6%; with 100% employer match about $115,711 at 4% or $77,141 at 6%.
2009110$1,046,875$139,730$13,973iApproximate average salary by contribution assumption: employee only about $349,325 at 4% or $232,883 at 6%; with 50% employer match about $232,883 at 4% or $155,256 at 6%; with 100% employer match about $174,663 at 4% or $116,442 at 6%.
Beals Martin 401(K) Plan-10$1,046,875$139,730$13,973iApproximate average salary by contribution assumption: employee only about $349,325 at 4% or $232,883 at 6%; with 50% employer match about $232,883 at 4% or $155,256 at 6%; with 100% employer match about $174,663 at 4% or $116,442 at 6%.
200819$828,824$135,861$15,096iApproximate average salary by contribution assumption: employee only about $377,392 at 4% or $251,594 at 6%; with 50% employer match about $251,594 at 4% or $167,730 at 6%; with 100% employer match about $188,696 at 4% or $125,797 at 6%.
Beals Martin 401(K) Plan-9$828,824$135,861$15,096iApproximate average salary by contribution assumption: employee only about $377,392 at 4% or $251,594 at 6%; with 50% employer match about $251,594 at 4% or $167,730 at 6%; with 100% employer match about $188,696 at 4% or $125,797 at 6%.
2007110$1,070,553$132,417$13,242iApproximate average salary by contribution assumption: employee only about $331,043 at 4% or $220,695 at 6%; with 50% employer match about $220,695 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,348 at 6%.
Beals Martin 401(K) Plan-10$1,070,553$132,417$13,242iApproximate average salary by contribution assumption: employee only about $331,043 at 4% or $220,695 at 6%; with 50% employer match about $220,695 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,348 at 6%.
200618$935,602$122,580$15,323iApproximate average salary by contribution assumption: employee only about $383,063 at 4% or $255,375 at 6%; with 50% employer match about $255,375 at 4% or $170,250 at 6%; with 100% employer match about $191,531 at 4% or $127,688 at 6%.
Beals Martin 401(K) Plan-8$935,602$122,580$15,323iApproximate average salary by contribution assumption: employee only about $383,063 at 4% or $255,375 at 6%; with 50% employer match about $255,375 at 4% or $170,250 at 6%; with 100% employer match about $191,531 at 4% or $127,688 at 6%.
200519$710,761$103,376$11,486iApproximate average salary by contribution assumption: employee only about $287,156 at 4% or $191,437 at 6%; with 50% employer match about $191,437 at 4% or $127,625 at 6%; with 100% employer match about $143,578 at 4% or $95,719 at 6%.
Beals Martin 401(K) Plan-9$710,761$103,376$11,486iApproximate average salary by contribution assumption: employee only about $287,156 at 4% or $191,437 at 6%; with 50% employer match about $191,437 at 4% or $127,625 at 6%; with 100% employer match about $143,578 at 4% or $95,719 at 6%.
200418$566,169$87,468$10,934iApproximate average salary by contribution assumption: employee only about $273,338 at 4% or $182,225 at 6%; with 50% employer match about $182,225 at 4% or $121,483 at 6%; with 100% employer match about $136,669 at 4% or $91,113 at 6%.
Beals Martin 401(K) Plan-8$566,169$87,468$10,934iApproximate average salary by contribution assumption: employee only about $273,338 at 4% or $182,225 at 6%; with 50% employer match about $182,225 at 4% or $121,483 at 6%; with 100% employer match about $136,669 at 4% or $91,113 at 6%.
200318$427,989$86,745$10,843iApproximate average salary by contribution assumption: employee only about $271,078 at 4% or $180,719 at 6%; with 50% employer match about $180,719 at 4% or $120,479 at 6%; with 100% employer match about $135,539 at 4% or $90,359 at 6%.
Beals Martin 401(K) Plan-8$427,989$86,745$10,843iApproximate average salary by contribution assumption: employee only about $271,078 at 4% or $180,719 at 6%; with 50% employer match about $180,719 at 4% or $120,479 at 6%; with 100% employer match about $135,539 at 4% or $90,359 at 6%.
200219$261,719$74,447$8,272iApproximate average salary by contribution assumption: employee only about $206,797 at 4% or $137,865 at 6%; with 50% employer match about $137,865 at 4% or $91,910 at 6%; with 100% employer match about $103,399 at 4% or $68,932 at 6%.
Beals Martin 401(K) Plan-9$261,719$74,447$8,272iApproximate average salary by contribution assumption: employee only about $206,797 at 4% or $137,865 at 6%; with 50% employer match about $137,865 at 4% or $91,910 at 6%; with 100% employer match about $103,399 at 4% or $68,932 at 6%.
200117$0$0-
Beals Martin 401(K) Plan-7---