How big is Beacon Wealth Group, Inc.'s plan?

Beacon Wealth Group, Inc.'s plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20250604135528NAL0019409808001

Beacon Wealth Group, Inc.

Name: Beacon Wealth Group, Inc. — Beacon Wealth Group, Form 5500 (2024)
Creator: Beacon Wealth Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beacon Wealth Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Beacon Wealth Group, Inc.'s Beacon Wealth Group, Inc. 401(k) Profit Sharing Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Beacon Wealth Group, Inc.'s EIN is 20-5116350.

EIN 20-5116350

Plan number 001

Plan year 2024

ACK ID 20250604135528NAL0019409808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beacon Wealth Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beacon Wealth Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEACON WEALTH GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score