Civic Intelligence

Beyers Costin Simon PC.

Plan context: Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan

EIN 94-2756648 • Santa Rosa, CA • 28 filings • 9 plans

200 Fourth Street, Suite 400Santa Rosa, CA 95401
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$10,320,143

2024 Contributions

$784,927

Historical Graphs

Total Assets Over Time

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

$10,320,143$5,160,072$0199920122024YearValue
$10,320,143Latest year 2024

Participants Over Time

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

35180199920122024YearValue
18Latest 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
2024218$10,320,143$784,927$43,607iApproximate average salary by contribution assumption: employee only about $1,090,176 at 4% or $726,784 at 6%; with 50% employer match about $726,784 at 4% or $484,523 at 6%; with 100% employer match about $545,088 at 4% or $363,392 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-18$9,285,472$289,366$16,076iApproximate average salary by contribution assumption: employee only about $401,897 at 4% or $267,931 at 6%; with 50% employer match about $267,931 at 4% or $178,621 at 6%; with 100% employer match about $200,949 at 4% or $133,966 at 6%.
Beyers Costin Simon Cash Balance Plan-16$1,034,671$495,561$30,973iApproximate average salary by contribution assumption: employee only about $774,314 at 4% or $516,209 at 6%; with 50% employer match about $516,209 at 4% or $344,140 at 6%; with 100% employer match about $387,157 at 4% or $258,105 at 6%.
2023220$9,058,308$903,730$45,187iApproximate average salary by contribution assumption: employee only about $1,129,663 at 4% or $753,108 at 6%; with 50% employer match about $753,108 at 4% or $502,072 at 6%; with 100% employer match about $564,831 at 4% or $376,554 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-20$8,559,739$405,161$20,258iApproximate average salary by contribution assumption: employee only about $506,451 at 4% or $337,634 at 6%; with 50% employer match about $337,634 at 4% or $225,089 at 6%; with 100% employer match about $253,226 at 4% or $168,817 at 6%.
Beyers Costin Simon Cash Balance Plan-16$498,569$498,569$31,161iApproximate average salary by contribution assumption: employee only about $779,014 at 4% or $519,343 at 6%; with 50% employer match about $519,343 at 4% or $346,228 at 6%; with 100% employer match about $389,507 at 4% or $259,671 at 6%.
2022122$7,368,482$451,655$20,530iApproximate average salary by contribution assumption: employee only about $513,244 at 4% or $342,163 at 6%; with 50% employer match about $342,163 at 4% or $228,109 at 6%; with 100% employer match about $256,622 at 4% or $171,081 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-22$7,368,482$451,655$20,530iApproximate average salary by contribution assumption: employee only about $513,244 at 4% or $342,163 at 6%; with 50% employer match about $342,163 at 4% or $228,109 at 6%; with 100% employer match about $256,622 at 4% or $171,081 at 6%.
2021121$8,157,916$461,648$21,983iApproximate average salary by contribution assumption: employee only about $549,581 at 4% or $366,387 at 6%; with 50% employer match about $366,387 at 4% or $244,258 at 6%; with 100% employer match about $274,790 at 4% or $183,194 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-21$8,157,916$461,648$21,983iApproximate average salary by contribution assumption: employee only about $549,581 at 4% or $366,387 at 6%; with 50% employer match about $366,387 at 4% or $244,258 at 6%; with 100% employer match about $274,790 at 4% or $183,194 at 6%.
2020119$7,611,869$413,070$21,741iApproximate average salary by contribution assumption: employee only about $543,513 at 4% or $362,342 at 6%; with 50% employer match about $362,342 at 4% or $241,561 at 6%; with 100% employer match about $271,757 at 4% or $181,171 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-19$7,611,869$413,070$21,741iApproximate average salary by contribution assumption: employee only about $543,513 at 4% or $362,342 at 6%; with 50% employer match about $362,342 at 4% or $241,561 at 6%; with 100% employer match about $271,757 at 4% or $181,171 at 6%.
2019127$7,392,173$409,306$15,159iApproximate average salary by contribution assumption: employee only about $378,987 at 4% or $252,658 at 6%; with 50% employer match about $252,658 at 4% or $168,439 at 6%; with 100% employer match about $189,494 at 4% or $126,329 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-27$7,392,173$409,306$15,159iApproximate average salary by contribution assumption: employee only about $378,987 at 4% or $252,658 at 6%; with 50% employer match about $252,658 at 4% or $168,439 at 6%; with 100% employer match about $189,494 at 4% or $126,329 at 6%.
2018124$5,798,079$435,615$18,151iApproximate average salary by contribution assumption: employee only about $453,766 at 4% or $302,510 at 6%; with 50% employer match about $302,510 at 4% or $201,674 at 6%; with 100% employer match about $226,883 at 4% or $151,255 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-24$5,798,079$435,615$18,151iApproximate average salary by contribution assumption: employee only about $453,766 at 4% or $302,510 at 6%; with 50% employer match about $302,510 at 4% or $201,674 at 6%; with 100% employer match about $226,883 at 4% or $151,255 at 6%.
2017122$5,793,478$362,101$16,459iApproximate average salary by contribution assumption: employee only about $411,478 at 4% or $274,319 at 6%; with 50% employer match about $274,319 at 4% or $182,879 at 6%; with 100% employer match about $205,739 at 4% or $137,159 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-22$5,793,478$362,101$16,459iApproximate average salary by contribution assumption: employee only about $411,478 at 4% or $274,319 at 6%; with 50% employer match about $274,319 at 4% or $182,879 at 6%; with 100% employer match about $205,739 at 4% or $137,159 at 6%.
2016121$4,939,646$388,811$18,515iApproximate average salary by contribution assumption: employee only about $462,870 at 4% or $308,580 at 6%; with 50% employer match about $308,580 at 4% or $205,720 at 6%; with 100% employer match about $231,435 at 4% or $154,290 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-21$4,939,646$388,811$18,515iApproximate average salary by contribution assumption: employee only about $462,870 at 4% or $308,580 at 6%; with 50% employer match about $308,580 at 4% or $205,720 at 6%; with 100% employer match about $231,435 at 4% or $154,290 at 6%.
2015121$4,420,821$402,218$19,153iApproximate average salary by contribution assumption: employee only about $478,831 at 4% or $319,221 at 6%; with 50% employer match about $319,221 at 4% or $212,814 at 6%; with 100% employer match about $239,415 at 4% or $159,610 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-21$4,420,821$402,218$19,153iApproximate average salary by contribution assumption: employee only about $478,831 at 4% or $319,221 at 6%; with 50% employer match about $319,221 at 4% or $212,814 at 6%; with 100% employer match about $239,415 at 4% or $159,610 at 6%.
2014123$4,120,220$346,411$15,061iApproximate average salary by contribution assumption: employee only about $376,534 at 4% or $251,022 at 6%; with 50% employer match about $251,022 at 4% or $167,348 at 6%; with 100% employer match about $188,267 at 4% or $125,511 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-23$4,120,220$346,411$15,061iApproximate average salary by contribution assumption: employee only about $376,534 at 4% or $251,022 at 6%; with 50% employer match about $251,022 at 4% or $167,348 at 6%; with 100% employer match about $188,267 at 4% or $125,511 at 6%.
2013122$3,627,633$404,262$18,376iApproximate average salary by contribution assumption: employee only about $459,389 at 4% or $306,259 at 6%; with 50% employer match about $306,259 at 4% or $204,173 at 6%; with 100% employer match about $229,694 at 4% or $153,130 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-22$3,627,633$404,262$18,376iApproximate average salary by contribution assumption: employee only about $459,389 at 4% or $306,259 at 6%; with 50% employer match about $306,259 at 4% or $204,173 at 6%; with 100% employer match about $229,694 at 4% or $153,130 at 6%.
2012124$3,031,501$243,231$10,135iApproximate average salary by contribution assumption: employee only about $253,366 at 4% or $168,910 at 6%; with 50% employer match about $168,910 at 4% or $112,607 at 6%; with 100% employer match about $126,683 at 4% or $84,455 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-24$3,031,501$243,231$10,135iApproximate average salary by contribution assumption: employee only about $253,366 at 4% or $168,910 at 6%; with 50% employer match about $168,910 at 4% or $112,607 at 6%; with 100% employer match about $126,683 at 4% or $84,455 at 6%.
2011124$2,689,065$260,697$10,862iApproximate average salary by contribution assumption: employee only about $271,559 at 4% or $181,040 at 6%; with 50% employer match about $181,040 at 4% or $120,693 at 6%; with 100% employer match about $135,780 at 4% or $90,520 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-24$2,689,065$260,697$10,862iApproximate average salary by contribution assumption: employee only about $271,559 at 4% or $181,040 at 6%; with 50% employer match about $181,040 at 4% or $120,693 at 6%; with 100% employer match about $135,780 at 4% or $90,520 at 6%.
2010131$2,872,358$447,194$14,426iApproximate average salary by contribution assumption: employee only about $360,640 at 4% or $240,427 at 6%; with 50% employer match about $240,427 at 4% or $160,285 at 6%; with 100% employer match about $180,320 at 4% or $120,213 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-31$2,872,358$447,194$14,426iApproximate average salary by contribution assumption: employee only about $360,640 at 4% or $240,427 at 6%; with 50% employer match about $240,427 at 4% or $160,285 at 6%; with 100% employer match about $180,320 at 4% or $120,213 at 6%.
2009135$2,197,587$313,035$8,944iApproximate average salary by contribution assumption: employee only about $223,596 at 4% or $149,064 at 6%; with 50% employer match about $149,064 at 4% or $99,376 at 6%; with 100% employer match about $111,798 at 4% or $74,532 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-35$2,197,587$313,035$8,944iApproximate average salary by contribution assumption: employee only about $223,596 at 4% or $149,064 at 6%; with 50% employer match about $149,064 at 4% or $99,376 at 6%; with 100% employer match about $111,798 at 4% or $74,532 at 6%.
2008125$1,646,385$287,843$11,514iApproximate average salary by contribution assumption: employee only about $287,843 at 4% or $191,895 at 6%; with 50% employer match about $191,895 at 4% or $127,930 at 6%; with 100% employer match about $143,922 at 4% or $95,948 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-25$1,646,385$287,843$11,514iApproximate average salary by contribution assumption: employee only about $287,843 at 4% or $191,895 at 6%; with 50% employer match about $191,895 at 4% or $127,930 at 6%; with 100% employer match about $143,922 at 4% or $95,948 at 6%.
2007123$0$0-
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-23---
2006134$1,709,739$268,195$7,888iApproximate average salary by contribution assumption: employee only about $197,202 at 4% or $131,468 at 6%; with 50% employer match about $131,468 at 4% or $87,645 at 6%; with 100% employer match about $98,601 at 4% or $65,734 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-34$1,709,739$268,195$7,888iApproximate average salary by contribution assumption: employee only about $197,202 at 4% or $131,468 at 6%; with 50% employer match about $131,468 at 4% or $87,645 at 6%; with 100% employer match about $98,601 at 4% or $65,734 at 6%.
2005124$1,400,416$244,794$10,200iApproximate average salary by contribution assumption: employee only about $254,994 at 4% or $169,996 at 6%; with 50% employer match about $169,996 at 4% or $113,331 at 6%; with 100% employer match about $127,497 at 4% or $84,998 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-24$1,400,416$244,794$10,200iApproximate average salary by contribution assumption: employee only about $254,994 at 4% or $169,996 at 6%; with 50% employer match about $169,996 at 4% or $113,331 at 6%; with 100% employer match about $127,497 at 4% or $84,998 at 6%.
2004125$1,047,458$283,110$11,324iApproximate average salary by contribution assumption: employee only about $283,110 at 4% or $188,740 at 6%; with 50% employer match about $188,740 at 4% or $125,827 at 6%; with 100% employer match about $141,555 at 4% or $94,370 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-25$1,047,458$283,110$11,324iApproximate average salary by contribution assumption: employee only about $283,110 at 4% or $188,740 at 6%; with 50% employer match about $188,740 at 4% or $125,827 at 6%; with 100% employer match about $141,555 at 4% or $94,370 at 6%.
2003122$622,651$167,902$7,632iApproximate average salary by contribution assumption: employee only about $190,798 at 4% or $127,198 at 6%; with 50% employer match about $127,198 at 4% or $84,799 at 6%; with 100% employer match about $95,399 at 4% or $63,599 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-22$622,651$167,902$7,632iApproximate average salary by contribution assumption: employee only about $190,798 at 4% or $127,198 at 6%; with 50% employer match about $127,198 at 4% or $84,799 at 6%; with 100% employer match about $95,399 at 4% or $63,599 at 6%.
2002117$327,353$148,479$8,734iApproximate average salary by contribution assumption: employee only about $218,351 at 4% or $145,568 at 6%; with 50% employer match about $145,568 at 4% or $97,045 at 6%; with 100% employer match about $109,176 at 4% or $72,784 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-17$327,353$148,479$8,734iApproximate average salary by contribution assumption: employee only about $218,351 at 4% or $145,568 at 6%; with 50% employer match about $145,568 at 4% or $97,045 at 6%; with 100% employer match about $109,176 at 4% or $72,784 at 6%.
2001115$240,802$112,107$7,474iApproximate average salary by contribution assumption: employee only about $186,845 at 4% or $124,563 at 6%; with 50% employer match about $124,563 at 4% or $83,042 at 6%; with 100% employer match about $93,423 at 4% or $62,282 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-15$240,802$112,107$7,474iApproximate average salary by contribution assumption: employee only about $186,845 at 4% or $124,563 at 6%; with 50% employer match about $124,563 at 4% or $83,042 at 6%; with 100% employer match about $93,423 at 4% or $62,282 at 6%.
2000113$187,850$109,530$8,425iApproximate average salary by contribution assumption: employee only about $210,635 at 4% or $140,423 at 6%; with 50% employer match about $140,423 at 4% or $93,615 at 6%; with 100% employer match about $105,317 at 4% or $70,212 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-13$187,850$109,530$8,425iApproximate average salary by contribution assumption: employee only about $210,635 at 4% or $140,423 at 6%; with 50% employer match about $140,423 at 4% or $93,615 at 6%; with 100% employer match about $105,317 at 4% or $70,212 at 6%.
1999112$120,388$70,556$5,880iApproximate average salary by contribution assumption: employee only about $146,992 at 4% or $97,994 at 6%; with 50% employer match about $97,994 at 4% or $65,330 at 6%; with 100% employer match about $73,496 at 4% or $48,997 at 6%.
Beyers Costin & Case, P.C. 401(k) Profit Sharing Plan-12$120,388$70,556$5,880iApproximate average salary by contribution assumption: employee only about $146,992 at 4% or $97,994 at 6%; with 50% employer match about $97,994 at 4% or $65,330 at 6%; with 100% employer match about $73,496 at 4% or $48,997 at 6%.