Civic Intelligence

John Burroughs DBA Burroughs-Braley Wealth Management

Plan context: Burroughs Financial Services 401(K) Plan

EIN 06-1686002 • Capitola, CA • 19 filings • 3 plans

521 Capitola AvenueCapitola, CA 95010
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$516,514

2020 Contributions

$127,200

Historical Graphs

Total Assets Over Time

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

$1,379,951$689,976$0200320122020YearValue
$516,514Latest year 2020

Participants Over Time

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

420200320122020YearValue
3Latest year 2020

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
202013$516,514$127,200$42,400iApproximate average salary by contribution assumption: employee only about $1,060,000 at 4% or $706,667 at 6%; with 50% employer match about $706,667 at 4% or $471,111 at 6%; with 100% employer match about $530,000 at 4% or $353,333 at 6%.
Burroughs Financial Services 401(K) Plan-3$516,514$127,200$42,400iApproximate average salary by contribution assumption: employee only about $1,060,000 at 4% or $706,667 at 6%; with 50% employer match about $706,667 at 4% or $471,111 at 6%; with 100% employer match about $530,000 at 4% or $353,333 at 6%.
201913$349,369$119,400$39,800iApproximate average salary by contribution assumption: employee only about $995,000 at 4% or $663,333 at 6%; with 50% employer match about $663,333 at 4% or $442,222 at 6%; with 100% employer match about $497,500 at 4% or $331,667 at 6%.
Burroughs Financial Services 401(K) Plan-3$349,369$119,400$39,800iApproximate average salary by contribution assumption: employee only about $995,000 at 4% or $663,333 at 6%; with 50% employer match about $663,333 at 4% or $442,222 at 6%; with 100% employer match about $497,500 at 4% or $331,667 at 6%.
201812$198,603$57,400$28,700iApproximate average salary by contribution assumption: employee only about $717,500 at 4% or $478,333 at 6%; with 50% employer match about $478,333 at 4% or $318,889 at 6%; with 100% employer match about $358,750 at 4% or $239,167 at 6%.
Burroughs Financial Services 401(K) Plan-2$198,603$57,400$28,700iApproximate average salary by contribution assumption: employee only about $717,500 at 4% or $478,333 at 6%; with 50% employer match about $478,333 at 4% or $318,889 at 6%; with 100% employer match about $358,750 at 4% or $239,167 at 6%.
201714$908,479$132,650$33,163iApproximate average salary by contribution assumption: employee only about $829,063 at 4% or $552,708 at 6%; with 50% employer match about $552,708 at 4% or $368,472 at 6%; with 100% employer match about $414,531 at 4% or $276,354 at 6%.
Burroughs Financial Services 401(K) Plan-4$908,479$132,650$33,163iApproximate average salary by contribution assumption: employee only about $829,063 at 4% or $552,708 at 6%; with 50% employer match about $552,708 at 4% or $368,472 at 6%; with 100% employer match about $414,531 at 4% or $276,354 at 6%.
201614$673,828$131,575$32,894iApproximate average salary by contribution assumption: employee only about $822,344 at 4% or $548,229 at 6%; with 50% employer match about $548,229 at 4% or $365,486 at 6%; with 100% employer match about $411,172 at 4% or $274,115 at 6%.
Burroughs Financial Services 401(K) Plan-4$673,828$131,575$32,894iApproximate average salary by contribution assumption: employee only about $822,344 at 4% or $548,229 at 6%; with 50% employer match about $548,229 at 4% or $365,486 at 6%; with 100% employer match about $411,172 at 4% or $274,115 at 6%.
201514$493,280$139,127$34,782iApproximate average salary by contribution assumption: employee only about $869,544 at 4% or $579,696 at 6%; with 50% employer match about $579,696 at 4% or $386,464 at 6%; with 100% employer match about $434,772 at 4% or $289,848 at 6%.
Burroughs Financial Services 401(K) Plan-4$493,280$139,127$34,782iApproximate average salary by contribution assumption: employee only about $869,544 at 4% or $579,696 at 6%; with 50% employer match about $579,696 at 4% or $386,464 at 6%; with 100% employer match about $434,772 at 4% or $289,848 at 6%.
201414$384,732$130,351$32,588iApproximate average salary by contribution assumption: employee only about $814,694 at 4% or $543,129 at 6%; with 50% employer match about $543,129 at 4% or $362,086 at 6%; with 100% employer match about $407,347 at 4% or $271,565 at 6%.
Burroughs Financial Services 401(K) Plan-4$384,732$130,351$32,588iApproximate average salary by contribution assumption: employee only about $814,694 at 4% or $543,129 at 6%; with 50% employer match about $543,129 at 4% or $362,086 at 6%; with 100% employer match about $407,347 at 4% or $271,565 at 6%.
201313$245,516$88,466$29,489iApproximate average salary by contribution assumption: employee only about $737,217 at 4% or $491,478 at 6%; with 50% employer match about $491,478 at 4% or $327,652 at 6%; with 100% employer match about $368,608 at 4% or $245,739 at 6%.
Burroughs Financial Services 401(K) Plan-3$245,516$88,466$29,489iApproximate average salary by contribution assumption: employee only about $737,217 at 4% or $491,478 at 6%; with 50% employer match about $491,478 at 4% or $327,652 at 6%; with 100% employer match about $368,608 at 4% or $245,739 at 6%.
201213$137,621$71,728$23,909iApproximate average salary by contribution assumption: employee only about $597,733 at 4% or $398,489 at 6%; with 50% employer match about $398,489 at 4% or $265,659 at 6%; with 100% employer match about $298,867 at 4% or $199,244 at 6%.
Burroughs Financial Services 401(K) Plan-3$137,621$71,728$23,909iApproximate average salary by contribution assumption: employee only about $597,733 at 4% or $398,489 at 6%; with 50% employer match about $398,489 at 4% or $265,659 at 6%; with 100% employer match about $298,867 at 4% or $199,244 at 6%.
201123$63,159$63,159$21,053iApproximate average salary by contribution assumption: employee only about $526,325 at 4% or $350,883 at 6%; with 50% employer match about $350,883 at 4% or $233,922 at 6%; with 100% employer match about $263,163 at 4% or $175,442 at 6%.
Burroughs Financial Services 401(K) Plan-3$63,159$63,159$21,053iApproximate average salary by contribution assumption: employee only about $526,325 at 4% or $350,883 at 6%; with 50% employer match about $350,883 at 4% or $233,922 at 6%; with 100% employer match about $263,163 at 4% or $175,442 at 6%.
JOHN C. BURROUGHS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION-0$0--
201012$1,379,951$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
JOHN C. BURROUGHS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION-2$1,379,951$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200912$1,211,897$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
JOHN C. BURROUGHS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION-2$1,211,897$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200813$907,406$145,000$48,333iApproximate average salary by contribution assumption: employee only about $1,208,333 at 4% or $805,556 at 6%; with 50% employer match about $805,556 at 4% or $537,037 at 6%; with 100% employer match about $604,167 at 4% or $402,778 at 6%.
JOHN C. BURROUGHS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION-3$907,406$145,000$48,333iApproximate average salary by contribution assumption: employee only about $1,208,333 at 4% or $805,556 at 6%; with 50% employer match about $805,556 at 4% or $537,037 at 6%; with 100% employer match about $604,167 at 4% or $402,778 at 6%.
200712$0$0-
JOHN C. BURROUGHS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION-2---
200612$882,998$225,742$112,871iApproximate average salary by contribution assumption: employee only about $2,821,775 at 4% or $1,881,183 at 6%; with 50% employer match about $1,881,183 at 4% or $1,254,122 at 6%; with 100% employer match about $1,410,888 at 4% or $940,592 at 6%.
JOHN C. BURROUGHS, A SOLE PROPRIETOR DEFINED BENEFIT PENSION-2$882,998$225,742$112,871iApproximate average salary by contribution assumption: employee only about $2,821,775 at 4% or $1,881,183 at 6%; with 50% employer match about $1,881,183 at 4% or $1,254,122 at 6%; with 100% employer match about $1,410,888 at 4% or $940,592 at 6%.
200512$599,244$202,025$101,013iApproximate average salary by contribution assumption: employee only about $2,525,313 at 4% or $1,683,542 at 6%; with 50% employer match about $1,683,542 at 4% or $1,122,361 at 6%; with 100% employer match about $1,262,656 at 4% or $841,771 at 6%.
JOHN C. BURROUGHS DEFINED BENEFIT PENSION PLAN-2$599,244$202,025$101,013iApproximate average salary by contribution assumption: employee only about $2,525,313 at 4% or $1,683,542 at 6%; with 50% employer match about $1,683,542 at 4% or $1,122,361 at 6%; with 100% employer match about $1,262,656 at 4% or $841,771 at 6%.
200412$386,393$190,537$95,269iApproximate average salary by contribution assumption: employee only about $2,381,713 at 4% or $1,587,808 at 6%; with 50% employer match about $1,587,808 at 4% or $1,058,539 at 6%; with 100% employer match about $1,190,856 at 4% or $793,904 at 6%.
JOHN C. BURROUGHS DEFINED BENEFIT PENSION PLAN-2$386,393$190,537$95,269iApproximate average salary by contribution assumption: employee only about $2,381,713 at 4% or $1,587,808 at 6%; with 50% employer match about $1,587,808 at 4% or $1,058,539 at 6%; with 100% employer match about $1,190,856 at 4% or $793,904 at 6%.
200312$182,769$182,769$91,385iApproximate average salary by contribution assumption: employee only about $2,284,613 at 4% or $1,523,075 at 6%; with 50% employer match about $1,523,075 at 4% or $1,015,383 at 6%; with 100% employer match about $1,142,306 at 4% or $761,538 at 6%.
JOHN C. BURROUGHS DEFINED BENEFIT PENSION PLAN-2$182,769$182,769$91,385iApproximate average salary by contribution assumption: employee only about $2,284,613 at 4% or $1,523,075 at 6%; with 50% employer match about $1,523,075 at 4% or $1,015,383 at 6%; with 100% employer match about $1,142,306 at 4% or $761,538 at 6%.