Civic Intelligence

Thomas M. Burgess & Co. Inc

Plan context: Tm Burgess 401(K) Plan

EIN 06-1112092 • South Windsor, CT • 9 filings • 1 plans

828 Sullivan AvenueP.O. Box 903South Windsor, CT 06074
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$594,406

2025 Contributions

$100,779

Historical Graphs

Total Assets Over Time

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

$594,406$297,203$0201720212025YearValue
$594,406Latest year 2025

Participants Over Time

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

530201720212025YearValue
5Latest year 2025

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
202515$594,406$100,779$20,156iApproximate average salary by contribution assumption: employee only about $503,895 at 4% or $335,930 at 6%; with 50% employer match about $335,930 at 4% or $223,953 at 6%; with 100% employer match about $251,948 at 4% or $167,965 at 6%.
Tm Burgess 401(K) Plan-5$594,406$100,779$20,156iApproximate average salary by contribution assumption: employee only about $503,895 at 4% or $335,930 at 6%; with 50% employer match about $335,930 at 4% or $223,953 at 6%; with 100% employer match about $251,948 at 4% or $167,965 at 6%.
202414$420,335$43,924$10,981iApproximate average salary by contribution assumption: employee only about $274,525 at 4% or $183,017 at 6%; with 50% employer match about $183,017 at 4% or $122,011 at 6%; with 100% employer match about $137,263 at 4% or $91,508 at 6%.
Tm Burgess 401(K) Plan-4$420,335$43,924$10,981iApproximate average salary by contribution assumption: employee only about $274,525 at 4% or $183,017 at 6%; with 50% employer match about $183,017 at 4% or $122,011 at 6%; with 100% employer match about $137,263 at 4% or $91,508 at 6%.
202314$334,426$41,965$10,491iApproximate average salary by contribution assumption: employee only about $262,281 at 4% or $174,854 at 6%; with 50% employer match about $174,854 at 4% or $116,569 at 6%; with 100% employer match about $131,141 at 4% or $87,427 at 6%.
Tm Burgess 401(K) Plan-4$334,426$41,965$10,491iApproximate average salary by contribution assumption: employee only about $262,281 at 4% or $174,854 at 6%; with 50% employer match about $174,854 at 4% or $116,569 at 6%; with 100% employer match about $131,141 at 4% or $87,427 at 6%.
202214$242,982$100,580$25,145iApproximate average salary by contribution assumption: employee only about $628,625 at 4% or $419,083 at 6%; with 50% employer match about $419,083 at 4% or $279,389 at 6%; with 100% employer match about $314,313 at 4% or $209,542 at 6%.
Tm Burgess 401(K) Plan-4$242,982$100,580$25,145iApproximate average salary by contribution assumption: employee only about $628,625 at 4% or $419,083 at 6%; with 50% employer match about $419,083 at 4% or $279,389 at 6%; with 100% employer match about $314,313 at 4% or $209,542 at 6%.
202114$191,733$40,579$10,145iApproximate average salary by contribution assumption: employee only about $253,619 at 4% or $169,079 at 6%; with 50% employer match about $169,079 at 4% or $112,719 at 6%; with 100% employer match about $126,809 at 4% or $84,540 at 6%.
Tm Burgess 401(K) Plan-4$191,733$40,579$10,145iApproximate average salary by contribution assumption: employee only about $253,619 at 4% or $169,079 at 6%; with 50% employer match about $169,079 at 4% or $112,719 at 6%; with 100% employer match about $126,809 at 4% or $84,540 at 6%.
202015$386,753$54,997$10,999iApproximate average salary by contribution assumption: employee only about $274,985 at 4% or $183,323 at 6%; with 50% employer match about $183,323 at 4% or $122,216 at 6%; with 100% employer match about $137,493 at 4% or $91,662 at 6%.
Tm Burgess 401(K) Plan-5$386,753$54,997$10,999iApproximate average salary by contribution assumption: employee only about $274,985 at 4% or $183,323 at 6%; with 50% employer match about $183,323 at 4% or $122,216 at 6%; with 100% employer match about $137,493 at 4% or $91,662 at 6%.
201915$289,237$45,022$9,004iApproximate average salary by contribution assumption: employee only about $225,110 at 4% or $150,073 at 6%; with 50% employer match about $150,073 at 4% or $100,049 at 6%; with 100% employer match about $112,555 at 4% or $75,037 at 6%.
Tm Burgess 401(K) Plan-5$289,237$45,022$9,004iApproximate average salary by contribution assumption: employee only about $225,110 at 4% or $150,073 at 6%; with 50% employer match about $150,073 at 4% or $100,049 at 6%; with 100% employer match about $112,555 at 4% or $75,037 at 6%.
201815$202,416$63,837$12,767iApproximate average salary by contribution assumption: employee only about $319,185 at 4% or $212,790 at 6%; with 50% employer match about $212,790 at 4% or $141,860 at 6%; with 100% employer match about $159,593 at 4% or $106,395 at 6%.
Tm Burgess 401(K) Plan-5$202,416$63,837$12,767iApproximate average salary by contribution assumption: employee only about $319,185 at 4% or $212,790 at 6%; with 50% employer match about $212,790 at 4% or $141,860 at 6%; with 100% employer match about $159,593 at 4% or $106,395 at 6%.
201714$152,254$139,675$34,919iApproximate average salary by contribution assumption: employee only about $872,969 at 4% or $581,979 at 6%; with 50% employer match about $581,979 at 4% or $387,986 at 6%; with 100% employer match about $436,484 at 4% or $290,990 at 6%.
Tm Burgess 401(K) Plan-4$152,254$139,675$34,919iApproximate average salary by contribution assumption: employee only about $872,969 at 4% or $581,979 at 6%; with 50% employer match about $581,979 at 4% or $387,986 at 6%; with 100% employer match about $436,484 at 4% or $290,990 at 6%.