Beverly Loan Company
Plan context: Beverly Loan Company Employees Target Benefit Pension Plan and Trust
EIN 95-4224286 • Beverly Hills, CA • 23 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
14
2021 Assets
$1,619,963
2021 Contributions
$208,782
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 0 | $0 | $0 | - |
| 2020 | 1 | 14 | $1,619,963 | $208,782 | $14,913iApproximate average salary by contribution assumption: employee only about $372,825 at 4% or $248,550 at 6%; with 50% employer match about $248,550 at 4% or $165,700 at 6%; with 100% employer match about $186,413 at 4% or $124,275 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 14 | $1,619,963 | $208,782 | $14,913iApproximate average salary by contribution assumption: employee only about $372,825 at 4% or $248,550 at 6%; with 50% employer match about $248,550 at 4% or $165,700 at 6%; with 100% employer match about $186,413 at 4% or $124,275 at 6%. |
| 2019 | 1 | 11 | $1,637,053 | $88,790 | $8,072iApproximate average salary by contribution assumption: employee only about $201,795 at 4% or $134,530 at 6%; with 50% employer match about $134,530 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,265 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 11 | $1,637,053 | $88,790 | $8,072iApproximate average salary by contribution assumption: employee only about $201,795 at 4% or $134,530 at 6%; with 50% employer match about $134,530 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,265 at 6%. |
| 2018 | 1 | 11 | $2,989,495 | $79,327 | $7,212iApproximate average salary by contribution assumption: employee only about $180,289 at 4% or $120,192 at 6%; with 50% employer match about $120,192 at 4% or $80,128 at 6%; with 100% employer match about $90,144 at 4% or $60,096 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 11 | $2,989,495 | $79,327 | $7,212iApproximate average salary by contribution assumption: employee only about $180,289 at 4% or $120,192 at 6%; with 50% employer match about $120,192 at 4% or $80,128 at 6%; with 100% employer match about $90,144 at 4% or $60,096 at 6%. |
| 2017 | 1 | 9 | $3,168,277 | $102,554 | $11,395iApproximate average salary by contribution assumption: employee only about $284,872 at 4% or $189,915 at 6%; with 50% employer match about $189,915 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 9 | $3,168,277 | $102,554 | $11,395iApproximate average salary by contribution assumption: employee only about $284,872 at 4% or $189,915 at 6%; with 50% employer match about $189,915 at 4% or $126,610 at 6%; with 100% employer match about $142,436 at 4% or $94,957 at 6%. |
| 2016 | 1 | 9 | $2,794,952 | $104,167 | $11,574iApproximate average salary by contribution assumption: employee only about $289,353 at 4% or $192,902 at 6%; with 50% employer match about $192,902 at 4% or $128,601 at 6%; with 100% employer match about $144,676 at 4% or $96,451 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 9 | $2,794,952 | $104,167 | $11,574iApproximate average salary by contribution assumption: employee only about $289,353 at 4% or $192,902 at 6%; with 50% employer match about $192,902 at 4% or $128,601 at 6%; with 100% employer match about $144,676 at 4% or $96,451 at 6%. |
| 2015 | 1 | 9 | $2,495,386 | $107,104 | $11,900iApproximate average salary by contribution assumption: employee only about $297,511 at 4% or $198,341 at 6%; with 50% employer match about $198,341 at 4% or $132,227 at 6%; with 100% employer match about $148,756 at 4% or $99,170 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 9 | $2,495,386 | $107,104 | $11,900iApproximate average salary by contribution assumption: employee only about $297,511 at 4% or $198,341 at 6%; with 50% employer match about $198,341 at 4% or $132,227 at 6%; with 100% employer match about $148,756 at 4% or $99,170 at 6%. |
| 2014 | 1 | 8 | $2,587,113 | $138,850 | $17,356iApproximate average salary by contribution assumption: employee only about $433,906 at 4% or $289,271 at 6%; with 50% employer match about $289,271 at 4% or $192,847 at 6%; with 100% employer match about $216,953 at 4% or $144,635 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 8 | $2,587,113 | $138,850 | $17,356iApproximate average salary by contribution assumption: employee only about $433,906 at 4% or $289,271 at 6%; with 50% employer match about $289,271 at 4% or $192,847 at 6%; with 100% employer match about $216,953 at 4% or $144,635 at 6%. |
| 2013 | 1 | 7 | $2,346,924 | $90,033 | $12,862iApproximate average salary by contribution assumption: employee only about $321,546 at 4% or $214,364 at 6%; with 50% employer match about $214,364 at 4% or $142,910 at 6%; with 100% employer match about $160,773 at 4% or $107,182 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 7 | $2,346,924 | $90,033 | $12,862iApproximate average salary by contribution assumption: employee only about $321,546 at 4% or $214,364 at 6%; with 50% employer match about $214,364 at 4% or $142,910 at 6%; with 100% employer match about $160,773 at 4% or $107,182 at 6%. |
| 2012 | 1 | 7 | $1,889,210 | $74,796 | $10,685iApproximate average salary by contribution assumption: employee only about $267,129 at 4% or $178,086 at 6%; with 50% employer match about $178,086 at 4% or $118,724 at 6%; with 100% employer match about $133,564 at 4% or $89,043 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 7 | $1,889,210 | $74,796 | $10,685iApproximate average salary by contribution assumption: employee only about $267,129 at 4% or $178,086 at 6%; with 50% employer match about $178,086 at 4% or $118,724 at 6%; with 100% employer match about $133,564 at 4% or $89,043 at 6%. |
| 2011 | 1 | 6 | $1,676,323 | $74,246 | $12,374iApproximate average salary by contribution assumption: employee only about $309,358 at 4% or $206,239 at 6%; with 50% employer match about $206,239 at 4% or $137,493 at 6%; with 100% employer match about $154,679 at 4% or $103,119 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 6 | $1,676,323 | $74,246 | $12,374iApproximate average salary by contribution assumption: employee only about $309,358 at 4% or $206,239 at 6%; with 50% employer match about $206,239 at 4% or $137,493 at 6%; with 100% employer match about $154,679 at 4% or $103,119 at 6%. |
| 2010 | 1 | 6 | $1,564,078 | $74,539 | $12,423iApproximate average salary by contribution assumption: employee only about $310,579 at 4% or $207,053 at 6%; with 50% employer match about $207,053 at 4% or $138,035 at 6%; with 100% employer match about $155,290 at 4% or $103,526 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 6 | $1,564,078 | $74,539 | $12,423iApproximate average salary by contribution assumption: employee only about $310,579 at 4% or $207,053 at 6%; with 50% employer match about $207,053 at 4% or $138,035 at 6%; with 100% employer match about $155,290 at 4% or $103,526 at 6%. |
| 2009 | 1 | 6 | $1,267,568 | $73,907 | $12,318iApproximate average salary by contribution assumption: employee only about $307,946 at 4% or $205,297 at 6%; with 50% employer match about $205,297 at 4% or $136,865 at 6%; with 100% employer match about $153,973 at 4% or $102,649 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 6 | $1,267,568 | $73,907 | $12,318iApproximate average salary by contribution assumption: employee only about $307,946 at 4% or $205,297 at 6%; with 50% employer match about $205,297 at 4% or $136,865 at 6%; with 100% employer match about $153,973 at 4% or $102,649 at 6%. |
| 2008 | 1 | 6 | $980,741 | $95,058 | $15,843iApproximate average salary by contribution assumption: employee only about $396,075 at 4% or $264,050 at 6%; with 50% employer match about $264,050 at 4% or $176,033 at 6%; with 100% employer match about $198,038 at 4% or $132,025 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 6 | $980,741 | $95,058 | $15,843iApproximate average salary by contribution assumption: employee only about $396,075 at 4% or $264,050 at 6%; with 50% employer match about $264,050 at 4% or $176,033 at 6%; with 100% employer match about $198,038 at 4% or $132,025 at 6%. |
| 2007 | 1 | 4 | $1,181,209 | $59,002 | $14,751iApproximate average salary by contribution assumption: employee only about $368,763 at 4% or $245,842 at 6%; with 50% employer match about $245,842 at 4% or $163,894 at 6%; with 100% employer match about $184,381 at 4% or $122,921 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 4 | $1,181,209 | $59,002 | $14,751iApproximate average salary by contribution assumption: employee only about $368,763 at 4% or $245,842 at 6%; with 50% employer match about $245,842 at 4% or $163,894 at 6%; with 100% employer match about $184,381 at 4% or $122,921 at 6%. |
| 2006 | 1 | 3 | $1,023,565 | $55,113 | $18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 3 | $1,023,565 | $55,113 | $18,371iApproximate average salary by contribution assumption: employee only about $459,275 at 4% or $306,183 at 6%; with 50% employer match about $306,183 at 4% or $204,122 at 6%; with 100% employer match about $229,638 at 4% or $153,092 at 6%. |
| 2005 | 1 | 3 | $885,787 | $58,644 | $19,548iApproximate average salary by contribution assumption: employee only about $488,700 at 4% or $325,800 at 6%; with 50% employer match about $325,800 at 4% or $217,200 at 6%; with 100% employer match about $244,350 at 4% or $162,900 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 3 | $885,787 | $58,644 | $19,548iApproximate average salary by contribution assumption: employee only about $488,700 at 4% or $325,800 at 6%; with 50% employer match about $325,800 at 4% or $217,200 at 6%; with 100% employer match about $244,350 at 4% or $162,900 at 6%. |
| 2004 | 1 | 4 | $750,701 | $53,286 | $13,322iApproximate average salary by contribution assumption: employee only about $333,038 at 4% or $222,025 at 6%; with 50% employer match about $222,025 at 4% or $148,017 at 6%; with 100% employer match about $166,519 at 4% or $111,013 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 4 | $750,701 | $53,286 | $13,322iApproximate average salary by contribution assumption: employee only about $333,038 at 4% or $222,025 at 6%; with 50% employer match about $222,025 at 4% or $148,017 at 6%; with 100% employer match about $166,519 at 4% or $111,013 at 6%. |
| 2003 | 1 | 4 | $624,216 | $0 | - |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 4 | $624,216 | - | - |
| 2002 | 1 | 3 | $515,621 | $48,773 | $16,258iApproximate average salary by contribution assumption: employee only about $406,442 at 4% or $270,961 at 6%; with 50% employer match about $270,961 at 4% or $180,641 at 6%; with 100% employer match about $203,221 at 4% or $135,481 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 3 | $515,621 | $48,773 | $16,258iApproximate average salary by contribution assumption: employee only about $406,442 at 4% or $270,961 at 6%; with 50% employer match about $270,961 at 4% or $180,641 at 6%; with 100% employer match about $203,221 at 4% or $135,481 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 5 | $1,174,161 | $68,505 | $13,701iApproximate average salary by contribution assumption: employee only about $342,525 at 4% or $228,350 at 6%; with 50% employer match about $228,350 at 4% or $152,233 at 6%; with 100% employer match about $171,263 at 4% or $114,175 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 5 | $1,174,161 | $68,505 | $13,701iApproximate average salary by contribution assumption: employee only about $342,525 at 4% or $228,350 at 6%; with 50% employer match about $228,350 at 4% or $152,233 at 6%; with 100% employer match about $171,263 at 4% or $114,175 at 6%. |
| 1999 | 1 | 4 | $1,200,708 | $64,664 | $16,166iApproximate average salary by contribution assumption: employee only about $404,150 at 4% or $269,433 at 6%; with 50% employer match about $269,433 at 4% or $179,622 at 6%; with 100% employer match about $202,075 at 4% or $134,717 at 6%. |
| Beverly Loan Company Employees Target Benefit Pension Plan and Trust | - | 4 | $1,200,708 | $64,664 | $16,166iApproximate average salary by contribution assumption: employee only about $404,150 at 4% or $269,433 at 6%; with 50% employer match about $269,433 at 4% or $179,622 at 6%; with 100% employer match about $202,075 at 4% or $134,717 at 6%. |