Civic Intelligence

Sherry a. Burchell, M.D. Inc.

Plan context: Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan

EIN 03-0455942 • Santa Ana, CA • 26 filings • 4 plans

999 N. Tustin Avenue, Suite 116Santa Ana, CA 92705
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,532,636

2024 Contributions

$61,041

Historical Graphs

Total Assets Over Time

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

$1,532,636$766,318$0201220182024YearValue
$1,532,636Latest year 2024

Participants Over Time

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

210201220182024YearValue
2Latest 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
202422$1,532,636$0-
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$1,096,810$0-
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$435,826$0-
202322$1,449,159$61,041$30,521iApproximate average salary by contribution assumption: employee only about $763,013 at 4% or $508,675 at 6%; with 50% employer match about $508,675 at 4% or $339,117 at 6%; with 100% employer match about $381,506 at 4% or $254,338 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$1,011,228$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$437,931$36,041$18,021iApproximate average salary by contribution assumption: employee only about $450,513 at 4% or $300,342 at 6%; with 50% employer match about $300,342 at 4% or $200,228 at 6%; with 100% employer match about $225,256 at 4% or $150,171 at 6%.
202222$1,263,059$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$875,471$0-
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$387,588$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
202122$1,382,513$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$999,604$114,729$57,365iApproximate average salary by contribution assumption: employee only about $1,434,113 at 4% or $956,075 at 6%; with 50% employer match about $956,075 at 4% or $637,383 at 6%; with 100% employer match about $717,056 at 4% or $478,038 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$382,909$10,271$5,136iApproximate average salary by contribution assumption: employee only about $128,388 at 4% or $85,592 at 6%; with 50% employer match about $85,592 at 4% or $57,061 at 6%; with 100% employer match about $64,194 at 4% or $42,796 at 6%.
202022$1,153,921$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$813,150$123,383$61,692iApproximate average salary by contribution assumption: employee only about $1,542,288 at 4% or $1,028,192 at 6%; with 50% employer match about $1,028,192 at 4% or $685,461 at 6%; with 100% employer match about $771,144 at 4% or $514,096 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$340,771$1,617$809iApproximate average salary by contribution assumption: employee only about $20,213 at 4% or $13,475 at 6%; with 50% employer match about $13,475 at 4% or $8,983 at 6%; with 100% employer match about $10,106 at 4% or $6,738 at 6%.
201922$960,304$153,000$76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$627,284$117,430$58,715iApproximate average salary by contribution assumption: employee only about $1,467,875 at 4% or $978,583 at 6%; with 50% employer match about $978,583 at 4% or $652,389 at 6%; with 100% employer match about $733,938 at 4% or $489,292 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$333,020$35,570$17,785iApproximate average salary by contribution assumption: employee only about $444,625 at 4% or $296,417 at 6%; with 50% employer match about $296,417 at 4% or $197,611 at 6%; with 100% employer match about $222,313 at 4% or $148,208 at 6%.
201822$747,066$117,025$58,513iApproximate average salary by contribution assumption: employee only about $1,462,813 at 4% or $975,208 at 6%; with 50% employer match about $975,208 at 4% or $650,139 at 6%; with 100% employer match about $731,406 at 4% or $487,604 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$465,644$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$281,422$27,025$13,513iApproximate average salary by contribution assumption: employee only about $337,813 at 4% or $225,208 at 6%; with 50% employer match about $225,208 at 4% or $150,139 at 6%; with 100% employer match about $168,906 at 4% or $112,604 at 6%.
201722$623,262$54,194$27,097iApproximate average salary by contribution assumption: employee only about $677,425 at 4% or $451,617 at 6%; with 50% employer match about $451,617 at 4% or $301,078 at 6%; with 100% employer match about $338,713 at 4% or $225,808 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$371,601$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$251,661$29,194$14,597iApproximate average salary by contribution assumption: employee only about $364,925 at 4% or $243,283 at 6%; with 50% employer match about $243,283 at 4% or $162,189 at 6%; with 100% employer match about $182,463 at 4% or $121,642 at 6%.
201622$567,612$25,200$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$345,753$1,200$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$221,859$24,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201522$541,537$134,363$67,182iApproximate average salary by contribution assumption: employee only about $1,679,538 at 4% or $1,119,692 at 6%; with 50% employer match about $1,119,692 at 4% or $746,461 at 6%; with 100% employer match about $839,769 at 4% or $559,846 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$343,680$64,857$32,429iApproximate average salary by contribution assumption: employee only about $810,713 at 4% or $540,475 at 6%; with 50% employer match about $540,475 at 4% or $360,317 at 6%; with 100% employer match about $405,356 at 4% or $270,238 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$197,857$69,506$34,753iApproximate average salary by contribution assumption: employee only about $868,825 at 4% or $579,217 at 6%; with 50% employer match about $579,217 at 4% or $386,144 at 6%; with 100% employer match about $434,413 at 4% or $289,608 at 6%.
201422$407,174$136,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$278,823$103,640$51,820iApproximate average salary by contribution assumption: employee only about $1,295,500 at 4% or $863,667 at 6%; with 50% employer match about $863,667 at 4% or $575,778 at 6%; with 100% employer match about $647,750 at 4% or $431,833 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$128,351$32,360$16,180iApproximate average salary by contribution assumption: employee only about $404,500 at 4% or $269,667 at 6%; with 50% employer match about $269,667 at 4% or $179,778 at 6%; with 100% employer match about $202,250 at 4% or $134,833 at 6%.
201322$271,232$135,616$67,808iApproximate average salary by contribution assumption: employee only about $1,695,200 at 4% or $1,130,133 at 6%; with 50% employer match about $1,130,133 at 4% or $753,422 at 6%; with 100% employer match about $847,600 at 4% or $565,067 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$175,242$87,621$43,811iApproximate average salary by contribution assumption: employee only about $1,095,263 at 4% or $730,175 at 6%; with 50% employer match about $730,175 at 4% or $486,783 at 6%; with 100% employer match about $547,631 at 4% or $365,088 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$95,990$47,995$23,998iApproximate average salary by contribution assumption: employee only about $599,938 at 4% or $399,958 at 6%; with 50% employer match about $399,958 at 4% or $266,639 at 6%; with 100% employer match about $299,969 at 4% or $199,979 at 6%.
201222$135,616$135,616$67,808iApproximate average salary by contribution assumption: employee only about $1,695,200 at 4% or $1,130,133 at 6%; with 50% employer match about $1,130,133 at 4% or $753,422 at 6%; with 100% employer match about $847,600 at 4% or $565,067 at 6%.
Sherry a. Burchell, M.D. Inc. Defined Benefit Pension Plan-2$87,621$87,621$43,811iApproximate average salary by contribution assumption: employee only about $1,095,263 at 4% or $730,175 at 6%; with 50% employer match about $730,175 at 4% or $486,783 at 6%; with 100% employer match about $547,631 at 4% or $365,088 at 6%.
Sherry a. Burchell, M. D. Inc. 401(K) Profit Sharing Plan-2$47,995$47,995$23,998iApproximate average salary by contribution assumption: employee only about $599,938 at 4% or $399,958 at 6%; with 50% employer match about $399,958 at 4% or $266,639 at 6%; with 100% employer match about $299,969 at 4% or $199,979 at 6%.