Civic Intelligence

Burchman Terrio Urban Consultants

Plan context: BTQ FINANCIAL 401(K) PLAN

EIN 13-3322802 • New York, NY • 37 filings • 4 plans

115 Broadway19th FloorNew York, NY 10006
Current Snapshot

Latest Year

2023

2023 Participants

80

2023 Assets

$6,489,884

2023 Contributions

$326,621

Historical Graphs

Total Assets Over Time

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

$7,485,808$3,742,904$0199920122022YearValue
$6,489,884Latest year 2022

Participants Over Time

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

91460199920112022YearValue
80Latest year 2022

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
202310$0$0-
BTQ FINANCIAL 401(K) PLAN-0$0--
2022180$6,489,884$326,621$4,083iApproximate average salary by contribution assumption: employee only about $102,069 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,035 at 4% or $34,023 at 6%.
BTQ FINANCIAL 401(K) PLAN-80$6,489,884$326,621$4,083iApproximate average salary by contribution assumption: employee only about $102,069 at 4% or $68,046 at 6%; with 50% employer match about $68,046 at 4% or $45,364 at 6%; with 100% employer match about $51,035 at 4% or $34,023 at 6%.
2021191$7,485,808$698,856$7,680iApproximate average salary by contribution assumption: employee only about $191,993 at 4% or $127,996 at 6%; with 50% employer match about $127,996 at 4% or $85,330 at 6%; with 100% employer match about $95,997 at 4% or $63,998 at 6%.
BTQ FINANCIAL 401(K) PLAN-91$7,485,808$698,856$7,680iApproximate average salary by contribution assumption: employee only about $191,993 at 4% or $127,996 at 6%; with 50% employer match about $127,996 at 4% or $85,330 at 6%; with 100% employer match about $95,997 at 4% or $63,998 at 6%.
2020188$6,609,974$736,300$8,367iApproximate average salary by contribution assumption: employee only about $209,176 at 4% or $139,451 at 6%; with 50% employer match about $139,451 at 4% or $92,967 at 6%; with 100% employer match about $104,588 at 4% or $69,725 at 6%.
BTQ FINANCIAL 401(K) PLAN-88$6,609,974$736,300$8,367iApproximate average salary by contribution assumption: employee only about $209,176 at 4% or $139,451 at 6%; with 50% employer match about $139,451 at 4% or $92,967 at 6%; with 100% employer match about $104,588 at 4% or $69,725 at 6%.
2019182$5,175,217$706,426$8,615iApproximate average salary by contribution assumption: employee only about $215,374 at 4% or $143,583 at 6%; with 50% employer match about $143,583 at 4% or $95,722 at 6%; with 100% employer match about $107,687 at 4% or $71,791 at 6%.
BTQ FINANCIAL 401(K) PLAN-82$5,175,217$706,426$8,615iApproximate average salary by contribution assumption: employee only about $215,374 at 4% or $143,583 at 6%; with 50% employer match about $143,583 at 4% or $95,722 at 6%; with 100% employer match about $107,687 at 4% or $71,791 at 6%.
2018186$4,120,696$818,110$9,513iApproximate average salary by contribution assumption: employee only about $237,823 at 4% or $158,548 at 6%; with 50% employer match about $158,548 at 4% or $105,699 at 6%; with 100% employer match about $118,911 at 4% or $79,274 at 6%.
BTQ FINANCIAL 401(K) PLAN-86$4,120,696$818,110$9,513iApproximate average salary by contribution assumption: employee only about $237,823 at 4% or $158,548 at 6%; with 50% employer match about $158,548 at 4% or $105,699 at 6%; with 100% employer match about $118,911 at 4% or $79,274 at 6%.
2017182$3,805,935$615,287$7,504iApproximate average salary by contribution assumption: employee only about $187,588 at 4% or $125,058 at 6%; with 50% employer match about $125,058 at 4% or $83,372 at 6%; with 100% employer match about $93,794 at 4% or $62,529 at 6%.
BTQ FINANCIAL 401(K) PLAN-82$3,805,935$615,287$7,504iApproximate average salary by contribution assumption: employee only about $187,588 at 4% or $125,058 at 6%; with 50% employer match about $125,058 at 4% or $83,372 at 6%; with 100% employer match about $93,794 at 4% or $62,529 at 6%.
2016175$2,994,562$615,840$8,211iApproximate average salary by contribution assumption: employee only about $205,280 at 4% or $136,853 at 6%; with 50% employer match about $136,853 at 4% or $91,236 at 6%; with 100% employer match about $102,640 at 4% or $68,427 at 6%.
BTQ FINANCIAL 401(K) PLAN-75$2,994,562$615,840$8,211iApproximate average salary by contribution assumption: employee only about $205,280 at 4% or $136,853 at 6%; with 50% employer match about $136,853 at 4% or $91,236 at 6%; with 100% employer match about $102,640 at 4% or $68,427 at 6%.
2015144$2,267,864$267,354$6,076iApproximate average salary by contribution assumption: employee only about $151,906 at 4% or $101,270 at 6%; with 50% employer match about $101,270 at 4% or $67,514 at 6%; with 100% employer match about $75,953 at 4% or $50,635 at 6%.
BTQ FINANCIAL 401(K) PLAN-44$2,267,864$267,354$6,076iApproximate average salary by contribution assumption: employee only about $151,906 at 4% or $101,270 at 6%; with 50% employer match about $101,270 at 4% or $67,514 at 6%; with 100% employer match about $75,953 at 4% or $50,635 at 6%.
2014243$2,135,456$137,272$3,192iApproximate average salary by contribution assumption: employee only about $79,809 at 4% or $53,206 at 6%; with 50% employer match about $53,206 at 4% or $35,471 at 6%; with 100% employer match about $39,905 at 4% or $26,603 at 6%.
BTQ FINANCIAL 401(K) PLAN-43$2,135,456$137,272$3,192iApproximate average salary by contribution assumption: employee only about $79,809 at 4% or $53,206 at 6%; with 50% employer match about $53,206 at 4% or $35,471 at 6%; with 100% employer match about $39,905 at 4% or $26,603 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-0$0--
2013244$2,427,145$235,508$5,352iApproximate average salary by contribution assumption: employee only about $133,811 at 4% or $89,208 at 6%; with 50% employer match about $89,208 at 4% or $59,472 at 6%; with 100% employer match about $66,906 at 4% or $44,604 at 6%.
BTQ FINANCIAL 401(K) PLAN-44$2,163,198$235,508$5,352iApproximate average salary by contribution assumption: employee only about $133,811 at 4% or $89,208 at 6%; with 50% employer match about $89,208 at 4% or $59,472 at 6%; with 100% employer match about $66,906 at 4% or $44,604 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-6$263,947--
2012274$2,164,361$145,426$1,965iApproximate average salary by contribution assumption: employee only about $49,130 at 4% or $32,754 at 6%; with 50% employer match about $32,754 at 4% or $21,836 at 6%; with 100% employer match about $24,565 at 4% or $16,377 at 6%.
BTQ FINANCIAL 401(K) PLAN-47$1,788,265$145,426$3,094iApproximate average salary by contribution assumption: employee only about $77,354 at 4% or $51,570 at 6%; with 50% employer match about $51,570 at 4% or $34,380 at 6%; with 100% employer match about $38,677 at 4% or $25,785 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-74$376,096--
2011274$1,913,181$174,847$2,363iApproximate average salary by contribution assumption: employee only about $59,070 at 4% or $39,380 at 6%; with 50% employer match about $39,380 at 4% or $26,253 at 6%; with 100% employer match about $29,535 at 4% or $19,690 at 6%.
BTQ FINANCIAL 401(K) PLAN-47$1,559,649$174,847$3,720iApproximate average salary by contribution assumption: employee only about $93,004 at 4% or $62,002 at 6%; with 50% employer match about $62,002 at 4% or $41,335 at 6%; with 100% employer match about $46,502 at 4% or $31,001 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-74$353,532$0-
2010269$2,027,233$203,970$2,956iApproximate average salary by contribution assumption: employee only about $73,902 at 4% or $49,268 at 6%; with 50% employer match about $49,268 at 4% or $32,845 at 6%; with 100% employer match about $36,951 at 4% or $24,634 at 6%.
BTQ FINANCIAL 401(K) PLAN-55$1,686,939$203,970$3,709iApproximate average salary by contribution assumption: employee only about $92,714 at 4% or $61,809 at 6%; with 50% employer match about $61,809 at 4% or $41,206 at 6%; with 100% employer match about $46,357 at 4% or $30,905 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-69$340,294$0-
2009264$1,842,786$272,406$4,256iApproximate average salary by contribution assumption: employee only about $106,409 at 4% or $70,939 at 6%; with 50% employer match about $70,939 at 4% or $47,293 at 6%; with 100% employer match about $53,204 at 4% or $35,470 at 6%.
BTQ FINANCIAL 401(K) PLAN-61$1,535,516$272,406$4,466iApproximate average salary by contribution assumption: employee only about $111,642 at 4% or $74,428 at 6%; with 50% employer match about $74,428 at 4% or $49,619 at 6%; with 100% employer match about $55,821 at 4% or $37,214 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-64$307,270--
2008273$1,301,830$359,361$4,923iApproximate average salary by contribution assumption: employee only about $123,069 at 4% or $82,046 at 6%; with 50% employer match about $82,046 at 4% or $54,697 at 6%; with 100% employer match about $61,534 at 4% or $41,023 at 6%.
BTQ FINANCIAL 401K PLAN-73$1,012,345$359,361$4,923iApproximate average salary by contribution assumption: employee only about $123,069 at 4% or $82,046 at 6%; with 50% employer match about $82,046 at 4% or $54,697 at 6%; with 100% employer match about $61,534 at 4% or $41,023 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-66$289,485--
2007155$0$0-
Burch Terrio Urban Consultants Profit Sharing Plan-55---
2006265$789,934$286,309$4,405iApproximate average salary by contribution assumption: employee only about $110,119 at 4% or $73,413 at 6%; with 50% employer match about $73,413 at 4% or $48,942 at 6%; with 100% employer match about $55,059 at 4% or $36,706 at 6%.
BTQ FINANCIAL 401K PLAN-54$789,934$286,309$5,302iApproximate average salary by contribution assumption: employee only about $132,550 at 4% or $88,367 at 6%; with 50% employer match about $88,367 at 4% or $58,911 at 6%; with 100% employer match about $66,275 at 4% or $44,183 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-65---
2005246$997,637$235,284$5,115iApproximate average salary by contribution assumption: employee only about $127,872 at 4% or $85,248 at 6%; with 50% employer match about $85,248 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-40$515,200--
BTQ FINANCIAL 401K PLAN-46$482,437$235,284$5,115iApproximate average salary by contribution assumption: employee only about $127,872 at 4% or $85,248 at 6%; with 50% employer match about $85,248 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%.
2004247$815,322$190,823$4,060iApproximate average salary by contribution assumption: employee only about $101,502 at 4% or $67,668 at 6%; with 50% employer match about $67,668 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-47$485,430--
BTQ FINANCIAL 401K PLAN-38$329,892$190,823$5,022iApproximate average salary by contribution assumption: employee only about $125,541 at 4% or $83,694 at 6%; with 50% employer match about $83,694 at 4% or $55,796 at 6%; with 100% employer match about $62,771 at 4% or $41,847 at 6%.
2003232$738,879$106,705$3,335iApproximate average salary by contribution assumption: employee only about $83,363 at 4% or $55,576 at 6%; with 50% employer match about $55,576 at 4% or $37,050 at 6%; with 100% employer match about $41,682 at 4% or $27,788 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-32$558,120--
BTQ FINANCIAL 401K PLAN-20$180,759$106,705$5,335iApproximate average salary by contribution assumption: employee only about $133,381 at 4% or $88,921 at 6%; with 50% employer match about $88,921 at 4% or $59,281 at 6%; with 100% employer match about $66,691 at 4% or $44,460 at 6%.
2002222$482,730$70,000$3,182iApproximate average salary by contribution assumption: employee only about $79,545 at 4% or $53,030 at 6%; with 50% employer match about $53,030 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,515 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-10$482,730$70,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
BTQ FINANCIAL 401K PLAN-22---
200116$0$0-
Burch Terrio Urban Consultants Profit Sharing Plan-6---
200017$0$0-
Burch Terrio Urban Consultants Profit Sharing Plan-7---
199914$719,896$50,131$12,533iApproximate average salary by contribution assumption: employee only about $313,319 at 4% or $208,879 at 6%; with 50% employer match about $208,879 at 4% or $139,253 at 6%; with 100% employer match about $156,659 at 4% or $104,440 at 6%.
Burch Terrio Urban Consultants Profit Sharing Plan-4$719,896$50,131$12,533iApproximate average salary by contribution assumption: employee only about $313,319 at 4% or $208,879 at 6%; with 50% employer match about $208,879 at 4% or $139,253 at 6%; with 100% employer match about $156,659 at 4% or $104,440 at 6%.