Civic Intelligence

Burkart-Phelan Inc

Plan context: Burkart Employee Stock Ownership 401(K) Plan

EIN 04-2831820 • Shirley, MA • 27 filings • 4 plans

2 Shaker Road, #D107Shirley, MA 01464
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$3,149,295

2024 Contributions

$107,485

Historical Graphs

Total Assets Over Time

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

$3,149,295$1,574,648$0199920132024YearValue
$3,149,295Latest year 2024

Participants Over Time

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

21110199920122024YearValue
18Latest 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
2024118$3,149,295$107,485$5,971iApproximate average salary by contribution assumption: employee only about $149,285 at 4% or $99,523 at 6%; with 50% employer match about $99,523 at 4% or $66,349 at 6%; with 100% employer match about $74,642 at 4% or $49,762 at 6%.
Burkart Employee Stock Ownership 401(K) Plan-18$3,149,295$107,485$5,971iApproximate average salary by contribution assumption: employee only about $149,285 at 4% or $99,523 at 6%; with 50% employer match about $99,523 at 4% or $66,349 at 6%; with 100% employer match about $74,642 at 4% or $49,762 at 6%.
2023116$2,956,144$61,746$3,859iApproximate average salary by contribution assumption: employee only about $96,478 at 4% or $64,319 at 6%; with 50% employer match about $64,319 at 4% or $42,879 at 6%; with 100% employer match about $48,239 at 4% or $32,159 at 6%.
Burkart Employee Stock Ownership 401(K) Plan-16$2,956,144$61,746$3,859iApproximate average salary by contribution assumption: employee only about $96,478 at 4% or $64,319 at 6%; with 50% employer match about $64,319 at 4% or $42,879 at 6%; with 100% employer match about $48,239 at 4% or $32,159 at 6%.
2022214$1,970,960$112,200$8,014iApproximate average salary by contribution assumption: employee only about $200,357 at 4% or $133,571 at 6%; with 50% employer match about $133,571 at 4% or $89,048 at 6%; with 100% employer match about $100,179 at 4% or $66,786 at 6%.
Burkart Employee Stock Ownership 401(K) Plan-14$1,970,960$1,095$78iApproximate average salary by contribution assumption: employee only about $1,955 at 4% or $1,304 at 6%; with 50% employer match about $1,304 at 4% or $869 at 6%; with 100% employer match about $978 at 4% or $652 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-0$0$111,105-
2021118$2,158,880$119,669$6,648iApproximate average salary by contribution assumption: employee only about $166,207 at 4% or $110,805 at 6%; with 50% employer match about $110,805 at 4% or $73,870 at 6%; with 100% employer match about $83,103 at 4% or $55,402 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-18$2,158,880$119,669$6,648iApproximate average salary by contribution assumption: employee only about $166,207 at 4% or $110,805 at 6%; with 50% employer match about $110,805 at 4% or $73,870 at 6%; with 100% employer match about $83,103 at 4% or $55,402 at 6%.
2020118$2,379,371$126,917$7,051iApproximate average salary by contribution assumption: employee only about $176,274 at 4% or $117,516 at 6%; with 50% employer match about $117,516 at 4% or $78,344 at 6%; with 100% employer match about $88,137 at 4% or $58,758 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-18$2,379,371$126,917$7,051iApproximate average salary by contribution assumption: employee only about $176,274 at 4% or $117,516 at 6%; with 50% employer match about $117,516 at 4% or $78,344 at 6%; with 100% employer match about $88,137 at 4% or $58,758 at 6%.
2019117$1,948,818$122,450$7,203iApproximate average salary by contribution assumption: employee only about $180,074 at 4% or $120,049 at 6%; with 50% employer match about $120,049 at 4% or $80,033 at 6%; with 100% employer match about $90,037 at 4% or $60,025 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-17$1,948,818$122,450$7,203iApproximate average salary by contribution assumption: employee only about $180,074 at 4% or $120,049 at 6%; with 50% employer match about $120,049 at 4% or $80,033 at 6%; with 100% employer match about $90,037 at 4% or $60,025 at 6%.
2018113$1,806,270$106,220$8,171iApproximate average salary by contribution assumption: employee only about $204,269 at 4% or $136,179 at 6%; with 50% employer match about $136,179 at 4% or $90,786 at 6%; with 100% employer match about $102,135 at 4% or $68,090 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-13$1,806,270$106,220$8,171iApproximate average salary by contribution assumption: employee only about $204,269 at 4% or $136,179 at 6%; with 50% employer match about $136,179 at 4% or $90,786 at 6%; with 100% employer match about $102,135 at 4% or $68,090 at 6%.
2017116$2,274,959$127,747$7,984iApproximate average salary by contribution assumption: employee only about $199,605 at 4% or $133,070 at 6%; with 50% employer match about $133,070 at 4% or $88,713 at 6%; with 100% employer match about $99,802 at 4% or $66,535 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-16$2,274,959$127,747$7,984iApproximate average salary by contribution assumption: employee only about $199,605 at 4% or $133,070 at 6%; with 50% employer match about $133,070 at 4% or $88,713 at 6%; with 100% employer match about $99,802 at 4% or $66,535 at 6%.
2016115$1,839,589$128,057$8,537iApproximate average salary by contribution assumption: employee only about $213,428 at 4% or $142,286 at 6%; with 50% employer match about $142,286 at 4% or $94,857 at 6%; with 100% employer match about $106,714 at 4% or $71,143 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-15$1,839,589$128,057$8,537iApproximate average salary by contribution assumption: employee only about $213,428 at 4% or $142,286 at 6%; with 50% employer match about $142,286 at 4% or $94,857 at 6%; with 100% employer match about $106,714 at 4% or $71,143 at 6%.
2015114$1,878,979$120,800$8,629iApproximate average salary by contribution assumption: employee only about $215,714 at 4% or $143,810 at 6%; with 50% employer match about $143,810 at 4% or $95,873 at 6%; with 100% employer match about $107,857 at 4% or $71,905 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-14$1,878,979$120,800$8,629iApproximate average salary by contribution assumption: employee only about $215,714 at 4% or $143,810 at 6%; with 50% employer match about $143,810 at 4% or $95,873 at 6%; with 100% employer match about $107,857 at 4% or $71,905 at 6%.
2014115$1,837,359$116,447$7,763iApproximate average salary by contribution assumption: employee only about $194,078 at 4% or $129,386 at 6%; with 50% employer match about $129,386 at 4% or $86,257 at 6%; with 100% employer match about $97,039 at 4% or $64,693 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-15$1,837,359$116,447$7,763iApproximate average salary by contribution assumption: employee only about $194,078 at 4% or $129,386 at 6%; with 50% employer match about $129,386 at 4% or $86,257 at 6%; with 100% employer match about $97,039 at 4% or $64,693 at 6%.
2013117$1,692,302$104,562$6,151iApproximate average salary by contribution assumption: employee only about $153,768 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-17$1,692,302$104,562$6,151iApproximate average salary by contribution assumption: employee only about $153,768 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%.
2012119$1,410,537$115,803$6,095iApproximate average salary by contribution assumption: employee only about $152,372 at 4% or $101,582 at 6%; with 50% employer match about $101,582 at 4% or $67,721 at 6%; with 100% employer match about $76,186 at 4% or $50,791 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-19$1,410,537$115,803$6,095iApproximate average salary by contribution assumption: employee only about $152,372 at 4% or $101,582 at 6%; with 50% employer match about $101,582 at 4% or $67,721 at 6%; with 100% employer match about $76,186 at 4% or $50,791 at 6%.
2011119$1,149,786$116,114$6,111iApproximate average salary by contribution assumption: employee only about $152,782 at 4% or $101,854 at 6%; with 50% employer match about $101,854 at 4% or $67,903 at 6%; with 100% employer match about $76,391 at 4% or $50,927 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-19$1,149,786$116,114$6,111iApproximate average salary by contribution assumption: employee only about $152,782 at 4% or $101,854 at 6%; with 50% employer match about $101,854 at 4% or $67,903 at 6%; with 100% employer match about $76,391 at 4% or $50,927 at 6%.
2010120$1,066,705$117,076$5,854iApproximate average salary by contribution assumption: employee only about $146,345 at 4% or $97,563 at 6%; with 50% employer match about $97,563 at 4% or $65,042 at 6%; with 100% employer match about $73,173 at 4% or $48,782 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-20$1,066,705$117,076$5,854iApproximate average salary by contribution assumption: employee only about $146,345 at 4% or $97,563 at 6%; with 50% employer match about $97,563 at 4% or $65,042 at 6%; with 100% employer match about $73,173 at 4% or $48,782 at 6%.
2009121$878,515$111,517$5,310iApproximate average salary by contribution assumption: employee only about $132,758 at 4% or $88,506 at 6%; with 50% employer match about $88,506 at 4% or $59,004 at 6%; with 100% employer match about $66,379 at 4% or $44,253 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-21$878,515$111,517$5,310iApproximate average salary by contribution assumption: employee only about $132,758 at 4% or $88,506 at 6%; with 50% employer match about $88,506 at 4% or $59,004 at 6%; with 100% employer match about $66,379 at 4% or $44,253 at 6%.
2008119$579,031$99,399$5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-19$579,031$99,399$5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%.
2007119$764,807$87,636$4,612iApproximate average salary by contribution assumption: employee only about $115,311 at 4% or $76,874 at 6%; with 50% employer match about $76,874 at 4% or $51,249 at 6%; with 100% employer match about $57,655 at 4% or $38,437 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-19$764,807$87,636$4,612iApproximate average salary by contribution assumption: employee only about $115,311 at 4% or $76,874 at 6%; with 50% employer match about $76,874 at 4% or $51,249 at 6%; with 100% employer match about $57,655 at 4% or $38,437 at 6%.
2006117$660,973$103,302$6,077iApproximate average salary by contribution assumption: employee only about $151,915 at 4% or $101,276 at 6%; with 50% employer match about $101,276 at 4% or $67,518 at 6%; with 100% employer match about $75,957 at 4% or $50,638 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-17$660,973$103,302$6,077iApproximate average salary by contribution assumption: employee only about $151,915 at 4% or $101,276 at 6%; with 50% employer match about $101,276 at 4% or $67,518 at 6%; with 100% employer match about $75,957 at 4% or $50,638 at 6%.
2005115$501,234$82,872$5,525iApproximate average salary by contribution assumption: employee only about $138,120 at 4% or $92,080 at 6%; with 50% employer match about $92,080 at 4% or $61,387 at 6%; with 100% employer match about $69,060 at 4% or $46,040 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-15$501,234$82,872$5,525iApproximate average salary by contribution assumption: employee only about $138,120 at 4% or $92,080 at 6%; with 50% employer match about $92,080 at 4% or $61,387 at 6%; with 100% employer match about $69,060 at 4% or $46,040 at 6%.
2004113$448,673$75,290$5,792iApproximate average salary by contribution assumption: employee only about $144,788 at 4% or $96,526 at 6%; with 50% employer match about $96,526 at 4% or $64,350 at 6%; with 100% employer match about $72,394 at 4% or $48,263 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-13$448,673$75,290$5,792iApproximate average salary by contribution assumption: employee only about $144,788 at 4% or $96,526 at 6%; with 50% employer match about $96,526 at 4% or $64,350 at 6%; with 100% employer match about $72,394 at 4% or $48,263 at 6%.
2003113$336,277$16,653$1,281iApproximate average salary by contribution assumption: employee only about $32,025 at 4% or $21,350 at 6%; with 50% employer match about $21,350 at 4% or $14,233 at 6%; with 100% employer match about $16,013 at 4% or $10,675 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-13$336,277$16,653$1,281iApproximate average salary by contribution assumption: employee only about $32,025 at 4% or $21,350 at 6%; with 50% employer match about $21,350 at 4% or $14,233 at 6%; with 100% employer match about $16,013 at 4% or $10,675 at 6%.
2002112$286,950$39,996$3,333iApproximate average salary by contribution assumption: employee only about $83,325 at 4% or $55,550 at 6%; with 50% employer match about $55,550 at 4% or $37,033 at 6%; with 100% employer match about $41,663 at 4% or $27,775 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-12$286,950$39,996$3,333iApproximate average salary by contribution assumption: employee only about $83,325 at 4% or $55,550 at 6%; with 50% employer match about $55,550 at 4% or $37,033 at 6%; with 100% employer match about $41,663 at 4% or $27,775 at 6%.
2001115$0$0-
Burkart-Phelan Inc Profit Sharing Retirement Plan-15---
2000111$0$0-
Burkart-Phelan Inc Profit Sharing Retirement Plan-11---
199919$183,331$58,800$6,533iApproximate average salary by contribution assumption: employee only about $163,333 at 4% or $108,889 at 6%; with 50% employer match about $108,889 at 4% or $72,593 at 6%; with 100% employer match about $81,667 at 4% or $54,444 at 6%.
Burkart-Phelan Inc Profit Sharing Retirement Plan-9$183,331$58,800$6,533iApproximate average salary by contribution assumption: employee only about $163,333 at 4% or $108,889 at 6%; with 50% employer match about $108,889 at 4% or $72,593 at 6%; with 100% employer match about $81,667 at 4% or $54,444 at 6%.