Civic Intelligence

William A.M. Burden & Co., L.P.

Plan context: Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.

EIN 13-1672613 • New York, NY • 26 filings • 3 plans

845 Third Avenue6th FloorNew York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$263,159

2024 Contributions

$32,232

Historical Graphs

Total Assets Over Time

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

$1,194,937$597,469$0199920142024YearValue
$263,159Latest year 2024

Participants Over Time

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

23120199920142024YearValue
9Latest 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
202419$263,159$32,232$3,581iApproximate average salary by contribution assumption: employee only about $89,533 at 4% or $59,689 at 6%; with 50% employer match about $59,689 at 4% or $39,793 at 6%; with 100% employer match about $44,767 at 4% or $29,844 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-9$263,159$32,232$3,581iApproximate average salary by contribution assumption: employee only about $89,533 at 4% or $59,689 at 6%; with 50% employer match about $59,689 at 4% or $39,793 at 6%; with 100% employer match about $44,767 at 4% or $29,844 at 6%.
2023112$301,378$27,851$2,321iApproximate average salary by contribution assumption: employee only about $58,023 at 4% or $38,682 at 6%; with 50% employer match about $38,682 at 4% or $25,788 at 6%; with 100% employer match about $29,011 at 4% or $19,341 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-12$301,378$27,851$2,321iApproximate average salary by contribution assumption: employee only about $58,023 at 4% or $38,682 at 6%; with 50% employer match about $38,682 at 4% or $25,788 at 6%; with 100% employer match about $29,011 at 4% or $19,341 at 6%.
2022113$361,195$18,100$1,392iApproximate average salary by contribution assumption: employee only about $34,808 at 4% or $23,205 at 6%; with 50% employer match about $23,205 at 4% or $15,470 at 6%; with 100% employer match about $17,404 at 4% or $11,603 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-13$361,195$18,100$1,392iApproximate average salary by contribution assumption: employee only about $34,808 at 4% or $23,205 at 6%; with 50% employer match about $23,205 at 4% or $15,470 at 6%; with 100% employer match about $17,404 at 4% or $11,603 at 6%.
2021113$503,526$58,825$4,525iApproximate average salary by contribution assumption: employee only about $113,125 at 4% or $75,417 at 6%; with 50% employer match about $75,417 at 4% or $50,278 at 6%; with 100% employer match about $56,563 at 4% or $37,708 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-13$503,526$58,825$4,525iApproximate average salary by contribution assumption: employee only about $113,125 at 4% or $75,417 at 6%; with 50% employer match about $75,417 at 4% or $50,278 at 6%; with 100% employer match about $56,563 at 4% or $37,708 at 6%.
2020115$486,901$63,700$4,247iApproximate average salary by contribution assumption: employee only about $106,167 at 4% or $70,778 at 6%; with 50% employer match about $70,778 at 4% or $47,185 at 6%; with 100% employer match about $53,083 at 4% or $35,389 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-15$486,901$63,700$4,247iApproximate average salary by contribution assumption: employee only about $106,167 at 4% or $70,778 at 6%; with 50% employer match about $70,778 at 4% or $47,185 at 6%; with 100% employer match about $53,083 at 4% or $35,389 at 6%.
2019115$516,891$65,397$4,360iApproximate average salary by contribution assumption: employee only about $108,995 at 4% or $72,663 at 6%; with 50% employer match about $72,663 at 4% or $48,442 at 6%; with 100% employer match about $54,498 at 4% or $36,332 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-15$516,891$65,397$4,360iApproximate average salary by contribution assumption: employee only about $108,995 at 4% or $72,663 at 6%; with 50% employer match about $72,663 at 4% or $48,442 at 6%; with 100% employer match about $54,498 at 4% or $36,332 at 6%.
2018115$548,066$48,396$3,226iApproximate average salary by contribution assumption: employee only about $80,660 at 4% or $53,773 at 6%; with 50% employer match about $53,773 at 4% or $35,849 at 6%; with 100% employer match about $40,330 at 4% or $26,887 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-15$548,066$48,396$3,226iApproximate average salary by contribution assumption: employee only about $80,660 at 4% or $53,773 at 6%; with 50% employer match about $53,773 at 4% or $35,849 at 6%; with 100% employer match about $40,330 at 4% or $26,887 at 6%.
2017118$599,692$65,418$3,634iApproximate average salary by contribution assumption: employee only about $90,858 at 4% or $60,572 at 6%; with 50% employer match about $60,572 at 4% or $40,381 at 6%; with 100% employer match about $45,429 at 4% or $30,286 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-18$599,692$65,418$3,634iApproximate average salary by contribution assumption: employee only about $90,858 at 4% or $60,572 at 6%; with 50% employer match about $60,572 at 4% or $40,381 at 6%; with 100% employer match about $45,429 at 4% or $30,286 at 6%.
2016118$642,079$50,159$2,787iApproximate average salary by contribution assumption: employee only about $69,665 at 4% or $46,444 at 6%; with 50% employer match about $46,444 at 4% or $30,962 at 6%; with 100% employer match about $34,833 at 4% or $23,222 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-18$642,079$50,159$2,787iApproximate average salary by contribution assumption: employee only about $69,665 at 4% or $46,444 at 6%; with 50% employer match about $46,444 at 4% or $30,962 at 6%; with 100% employer match about $34,833 at 4% or $23,222 at 6%.
2015119$702,104$41,142$2,165iApproximate average salary by contribution assumption: employee only about $54,134 at 4% or $36,089 at 6%; with 50% employer match about $36,089 at 4% or $24,060 at 6%; with 100% employer match about $27,067 at 4% or $18,045 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-19$702,104$41,142$2,165iApproximate average salary by contribution assumption: employee only about $54,134 at 4% or $36,089 at 6%; with 50% employer match about $36,089 at 4% or $24,060 at 6%; with 100% employer match about $27,067 at 4% or $18,045 at 6%.
2014119$768,770$56,000$2,947iApproximate average salary by contribution assumption: employee only about $73,684 at 4% or $49,123 at 6%; with 50% employer match about $49,123 at 4% or $32,749 at 6%; with 100% employer match about $36,842 at 4% or $24,561 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-19$768,770$56,000$2,947iApproximate average salary by contribution assumption: employee only about $73,684 at 4% or $49,123 at 6%; with 50% employer match about $49,123 at 4% or $32,749 at 6%; with 100% employer match about $36,842 at 4% or $24,561 at 6%.
2013122$823,980$42,400$1,927iApproximate average salary by contribution assumption: employee only about $48,182 at 4% or $32,121 at 6%; with 50% employer match about $32,121 at 4% or $21,414 at 6%; with 100% employer match about $24,091 at 4% or $16,061 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-22$823,980$42,400$1,927iApproximate average salary by contribution assumption: employee only about $48,182 at 4% or $32,121 at 6%; with 50% employer match about $32,121 at 4% or $21,414 at 6%; with 100% employer match about $24,091 at 4% or $16,061 at 6%.
2012123$887,907$56,000$2,435iApproximate average salary by contribution assumption: employee only about $60,870 at 4% or $40,580 at 6%; with 50% employer match about $40,580 at 4% or $27,053 at 6%; with 100% employer match about $30,435 at 4% or $20,290 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-23$887,907$56,000$2,435iApproximate average salary by contribution assumption: employee only about $60,870 at 4% or $40,580 at 6%; with 50% employer match about $40,580 at 4% or $27,053 at 6%; with 100% employer match about $30,435 at 4% or $20,290 at 6%.
2011123$936,407$27,000$1,174iApproximate average salary by contribution assumption: employee only about $29,348 at 4% or $19,565 at 6%; with 50% employer match about $19,565 at 4% or $13,043 at 6%; with 100% employer match about $14,674 at 4% or $9,783 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-23$936,407$27,000$1,174iApproximate average salary by contribution assumption: employee only about $29,348 at 4% or $19,565 at 6%; with 50% employer match about $19,565 at 4% or $13,043 at 6%; with 100% employer match about $14,674 at 4% or $9,783 at 6%.
2010122$1,011,128$0-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-22$1,011,128--
200910$1,081,466$30,000-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.--$1,081,466$30,000-
200810$0$0-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-0---
200710$0$0-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-0---
200610$1,125,237$91,000-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-0$1,125,237$91,000-
200510$1,124,679$88,000-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-0$1,124,679$88,000-
200412$1,127,484$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-2$1,127,484$88,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200312$0$0-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-2---
200211$1,151,257$104,605$104,605iApproximate average salary by contribution assumption: employee only about $2,615,125 at 4% or $1,743,417 at 6%; with 50% employer match about $1,743,417 at 4% or $1,162,278 at 6%; with 100% employer match about $1,307,563 at 4% or $871,708 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-1$1,151,257$104,605$104,605iApproximate average salary by contribution assumption: employee only about $2,615,125 at 4% or $1,743,417 at 6%; with 50% employer match about $1,743,417 at 4% or $1,162,278 at 6%; with 100% employer match about $1,307,563 at 4% or $871,708 at 6%.
200111$0$0-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-1---
200011$0$0-
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-1---
199911$1,194,937$58,528$58,528iApproximate average salary by contribution assumption: employee only about $1,463,200 at 4% or $975,467 at 6%; with 50% employer match about $975,467 at 4% or $650,311 at 6%; with 100% employer match about $731,600 at 4% or $487,733 at 6%.
Ret Inc. Pln for Ees of Wm. A.M. Burden & Co. & Burden Inv. Svcs Inc.-1$1,194,937$58,528$58,528iApproximate average salary by contribution assumption: employee only about $1,463,200 at 4% or $975,467 at 6%; with 50% employer match about $975,467 at 4% or $650,311 at 6%; with 100% employer match about $731,600 at 4% or $487,733 at 6%.