Beam & Associates
Plan context: Beam & Associates 401K Profit Sharing Plan & Trust
EIN 95-2887768 • Orange, CA • 8 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$8,172
2019 Contributions
$2,100
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $8,172 | $0 | - |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 2 | $8,172 | $0 | - |
| 2018 | 1 | 2 | $6,247 | $2,100 | $1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%. |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 2 | $6,247 | $2,100 | $1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%. |
| 2017 | 1 | 2 | $0 | $0 | - |
| BEAM AND ASSOCIATES 401K PLAN | - | 2 | - | - | - |
| 2002 | 1 | 2 | $28,058 | $8,340 | $4,170iApproximate average salary by contribution assumption: employee only about $104,250 at 4% or $69,500 at 6%; with 50% employer match about $69,500 at 4% or $46,333 at 6%; with 100% employer match about $52,125 at 4% or $34,750 at 6%. |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 2 | $28,058 | $8,340 | $4,170iApproximate average salary by contribution assumption: employee only about $104,250 at 4% or $69,500 at 6%; with 50% employer match about $69,500 at 4% or $46,333 at 6%; with 100% employer match about $52,125 at 4% or $34,750 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 1 | - | - | - |
| 2000 | 1 | 2 | $30,503 | $7,984 | $3,992iApproximate average salary by contribution assumption: employee only about $99,800 at 4% or $66,533 at 6%; with 50% employer match about $66,533 at 4% or $44,356 at 6%; with 100% employer match about $49,900 at 4% or $33,267 at 6%. |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 2 | $30,503 | $7,984 | $3,992iApproximate average salary by contribution assumption: employee only about $99,800 at 4% or $66,533 at 6%; with 50% employer match about $66,533 at 4% or $44,356 at 6%; with 100% employer match about $49,900 at 4% or $33,267 at 6%. |
| 1999 | 2 | 3 | $41,748 | $40,910 | $13,637iApproximate average salary by contribution assumption: employee only about $340,917 at 4% or $227,278 at 6%; with 50% employer match about $227,278 at 4% or $151,519 at 6%; with 100% employer match about $170,458 at 4% or $113,639 at 6%. |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 3 | $20,874 | $20,455 | $6,818iApproximate average salary by contribution assumption: employee only about $170,458 at 4% or $113,639 at 6%; with 50% employer match about $113,639 at 4% or $75,759 at 6%; with 100% employer match about $85,229 at 4% or $56,819 at 6%. |
| Beam & Associates 401K Profit Sharing Plan & Trust | - | 3 | $20,874 | $20,455 | $6,818iApproximate average salary by contribution assumption: employee only about $170,458 at 4% or $113,639 at 6%; with 50% employer match about $113,639 at 4% or $75,759 at 6%; with 100% employer match about $85,229 at 4% or $56,819 at 6%. |