How big is BEAM Wealth Advisors, Inc.'s plan?

BEAM Wealth Advisors, Inc.'s plan reported $3.5M in assets and 14 participants for 2024.

Original filing (PDF)20250729121642NAL0003250001001

BEAM Wealth Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

BEAM Wealth Advisors, Inc. 401(k) P/S Plan

401(k) retirement plan · BEAM Wealth Advisors, Inc.'s BEAM Wealth Advisors, Inc. 401(k) P/S Plan held $3.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

BEAM Wealth Advisors, Inc.'s EIN is 72-1273520.

EIN 72-1273520

Plan number 001

Plan year 2024

ACK ID 20250729121642NAL0003250001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BEAM Wealth Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAM WEALTH ADVISORS, 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