Civic Intelligence

J. P. Burnham

Plan context: J. P. Burnham Self-Employed Retirement Plan

EIN 14-1702050 • Lake Placid, NY • 25 filings • 4 plans

2038 Saranac AvenueLake Placid, NY 12946
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,990,891

2023 Contributions

$135,893

Historical Graphs

Total Assets Over Time

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

$3,729,385$1,864,693$0199920112022YearValue
$2,990,891Latest year 2022

Participants Over Time

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

1050199920102022YearValue
3Latest 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-
J. P. Burnham Self-Employed Retirement Plan-0---
202213$2,990,891$0-
J. P. Burnham Self-Employed Retirement Plan-3$2,990,891--
202110$3,605,569$0-
J. P. Burnham Self-Employed Retirement Plan-0$3,605,569--
202013$3,347,771$0-
J. P. Burnham Self-Employed Retirement Plan-3$3,347,771--
201913$3,176,699$0-
J. P. Burnham Self-Employed Retirement Plan-3$3,176,699--
201813$2,971,813$0-
J. P. Burnham Self-Employed Retirement Plan-3$2,971,813--
2017110$3,729,385$135,893$13,589iApproximate average salary by contribution assumption: employee only about $339,733 at 4% or $226,488 at 6%; with 50% employer match about $226,488 at 4% or $150,992 at 6%; with 100% employer match about $169,866 at 4% or $113,244 at 6%.
J. P. Burnham Self-Employed Retirement Plan-10$3,729,385$135,893$13,589iApproximate average salary by contribution assumption: employee only about $339,733 at 4% or $226,488 at 6%; with 50% employer match about $226,488 at 4% or $150,992 at 6%; with 100% employer match about $169,866 at 4% or $113,244 at 6%.
2016110$3,160,288$135,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
J. P. Burnham Self-Employed Retirement Plan-10$3,160,288$135,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
2015110$2,895,110$135,978$13,598iApproximate average salary by contribution assumption: employee only about $339,945 at 4% or $226,630 at 6%; with 50% employer match about $226,630 at 4% or $151,087 at 6%; with 100% employer match about $169,973 at 4% or $113,315 at 6%.
J. P. Burnham Self-Employed Retirement Plan-10$2,895,110$135,978$13,598iApproximate average salary by contribution assumption: employee only about $339,945 at 4% or $226,630 at 6%; with 50% employer match about $226,630 at 4% or $151,087 at 6%; with 100% employer match about $169,973 at 4% or $113,315 at 6%.
201419$2,843,309$110,000$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
J. P. Burnham Self-Employed Retirement Plan-9$2,843,309$110,000$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
201319$2,731,300$474,896$52,766iApproximate average salary by contribution assumption: employee only about $1,319,156 at 4% or $879,437 at 6%; with 50% employer match about $879,437 at 4% or $586,291 at 6%; with 100% employer match about $659,578 at 4% or $439,719 at 6%.
J. P. Burnham Self-Employed Retirement Plan-9$2,731,300$474,896$52,766iApproximate average salary by contribution assumption: employee only about $1,319,156 at 4% or $879,437 at 6%; with 50% employer match about $879,437 at 4% or $586,291 at 6%; with 100% employer match about $659,578 at 4% or $439,719 at 6%.
201219$2,114,830$111,586$12,398iApproximate average salary by contribution assumption: employee only about $309,961 at 4% or $206,641 at 6%; with 50% employer match about $206,641 at 4% or $137,760 at 6%; with 100% employer match about $154,981 at 4% or $103,320 at 6%.
J. P. Burnham Self-Employed Retirement Plan-9$2,114,830$111,586$12,398iApproximate average salary by contribution assumption: employee only about $309,961 at 4% or $206,641 at 6%; with 50% employer match about $206,641 at 4% or $137,760 at 6%; with 100% employer match about $154,981 at 4% or $103,320 at 6%.
201119$2,002,130$111,586$12,398iApproximate average salary by contribution assumption: employee only about $309,961 at 4% or $206,641 at 6%; with 50% employer match about $206,641 at 4% or $137,760 at 6%; with 100% employer match about $154,981 at 4% or $103,320 at 6%.
J. P. Burnham Self-Employed Retirement Plan-9$2,002,130$111,586$12,398iApproximate average salary by contribution assumption: employee only about $309,961 at 4% or $206,641 at 6%; with 50% employer match about $206,641 at 4% or $137,760 at 6%; with 100% employer match about $154,981 at 4% or $103,320 at 6%.
201018$1,932,833$104,602$13,075iApproximate average salary by contribution assumption: employee only about $326,881 at 4% or $217,921 at 6%; with 50% employer match about $217,921 at 4% or $145,281 at 6%; with 100% employer match about $163,441 at 4% or $108,960 at 6%.
J. P. Burnham Self-Employed Retirement Plan-8$1,932,833$104,602$13,075iApproximate average salary by contribution assumption: employee only about $326,881 at 4% or $217,921 at 6%; with 50% employer match about $217,921 at 4% or $145,281 at 6%; with 100% employer match about $163,441 at 4% or $108,960 at 6%.
200918$1,686,568$102,433$12,804iApproximate average salary by contribution assumption: employee only about $320,103 at 4% or $213,402 at 6%; with 50% employer match about $213,402 at 4% or $142,268 at 6%; with 100% employer match about $160,052 at 4% or $106,701 at 6%.
J. P. Burnham Self-Employed Retirement Plan-8$1,686,568$102,433$12,804iApproximate average salary by contribution assumption: employee only about $320,103 at 4% or $213,402 at 6%; with 50% employer match about $213,402 at 4% or $142,268 at 6%; with 100% employer match about $160,052 at 4% or $106,701 at 6%.
200818$1,283,133$93,506$11,688iApproximate average salary by contribution assumption: employee only about $292,206 at 4% or $194,804 at 6%; with 50% employer match about $194,804 at 4% or $129,869 at 6%; with 100% employer match about $146,103 at 4% or $97,402 at 6%.
J. P. Burnham Self-Employed Retirement Plan-8$1,283,133$93,506$11,688iApproximate average salary by contribution assumption: employee only about $292,206 at 4% or $194,804 at 6%; with 50% employer match about $194,804 at 4% or $129,869 at 6%; with 100% employer match about $146,103 at 4% or $97,402 at 6%.
200717$1,595,660$88,883$12,698iApproximate average salary by contribution assumption: employee only about $317,439 at 4% or $211,626 at 6%; with 50% employer match about $211,626 at 4% or $141,084 at 6%; with 100% employer match about $158,720 at 4% or $105,813 at 6%.
J. P. Burnham Self-Employed Retirement Plan-7$1,595,660$88,883$12,698iApproximate average salary by contribution assumption: employee only about $317,439 at 4% or $211,626 at 6%; with 50% employer match about $211,626 at 4% or $141,084 at 6%; with 100% employer match about $158,720 at 4% or $105,813 at 6%.
200618$1,492,727$72,355$9,044iApproximate average salary by contribution assumption: employee only about $226,109 at 4% or $150,740 at 6%; with 50% employer match about $150,740 at 4% or $100,493 at 6%; with 100% employer match about $113,055 at 4% or $75,370 at 6%.
J. P. Burnham Self-Employed Retirement Plan-8$1,492,727$72,355$9,044iApproximate average salary by contribution assumption: employee only about $226,109 at 4% or $150,740 at 6%; with 50% employer match about $150,740 at 4% or $100,493 at 6%; with 100% employer match about $113,055 at 4% or $75,370 at 6%.
200516$1,291,269$150,598$25,100iApproximate average salary by contribution assumption: employee only about $627,492 at 4% or $418,328 at 6%; with 50% employer match about $418,328 at 4% or $278,885 at 6%; with 100% employer match about $313,746 at 4% or $209,164 at 6%.
J. P. Burnham Self-Employed Retirement Plan-6$1,291,269$150,598$25,100iApproximate average salary by contribution assumption: employee only about $627,492 at 4% or $418,328 at 6%; with 50% employer match about $418,328 at 4% or $278,885 at 6%; with 100% employer match about $313,746 at 4% or $209,164 at 6%.
200415$1,051,890$424,544$84,909iApproximate average salary by contribution assumption: employee only about $2,122,720 at 4% or $1,415,147 at 6%; with 50% employer match about $1,415,147 at 4% or $943,431 at 6%; with 100% employer match about $1,061,360 at 4% or $707,573 at 6%.
J. P. Burnham Self-Employed Retirement Plan-5$1,051,890$424,544$84,909iApproximate average salary by contribution assumption: employee only about $2,122,720 at 4% or $1,415,147 at 6%; with 50% employer match about $1,415,147 at 4% or $943,431 at 6%; with 100% employer match about $1,061,360 at 4% or $707,573 at 6%.
200316$596,620$141,727$23,621iApproximate average salary by contribution assumption: employee only about $590,529 at 4% or $393,686 at 6%; with 50% employer match about $393,686 at 4% or $262,457 at 6%; with 100% employer match about $295,265 at 4% or $196,843 at 6%.
J. P. Burnham Self-Employed Retirement Plan-6$596,620$141,727$23,621iApproximate average salary by contribution assumption: employee only about $590,529 at 4% or $393,686 at 6%; with 50% employer match about $393,686 at 4% or $262,457 at 6%; with 100% employer match about $295,265 at 4% or $196,843 at 6%.
200216$391,262$134,851$22,475iApproximate average salary by contribution assumption: employee only about $561,879 at 4% or $374,586 at 6%; with 50% employer match about $374,586 at 4% or $249,724 at 6%; with 100% employer match about $280,940 at 4% or $187,293 at 6%.
J. P. Burnham Self-Employed Retirement Plan-6$391,262$134,851$22,475iApproximate average salary by contribution assumption: employee only about $561,879 at 4% or $374,586 at 6%; with 50% employer match about $374,586 at 4% or $249,724 at 6%; with 100% employer match about $280,940 at 4% or $187,293 at 6%.
200116$0$0-
J. P. Burnham Self-Employed Retirement Plan-6---
200015$290,482$38,614$7,723iApproximate average salary by contribution assumption: employee only about $193,070 at 4% or $128,713 at 6%; with 50% employer match about $128,713 at 4% or $85,809 at 6%; with 100% employer match about $96,535 at 4% or $64,357 at 6%.
J. P. Burnham Self-Employed Retirement Plan-5$290,482$38,614$7,723iApproximate average salary by contribution assumption: employee only about $193,070 at 4% or $128,713 at 6%; with 50% employer match about $128,713 at 4% or $85,809 at 6%; with 100% employer match about $96,535 at 4% or $64,357 at 6%.
199913$265,124$26,178$8,726iApproximate average salary by contribution assumption: employee only about $218,150 at 4% or $145,433 at 6%; with 50% employer match about $145,433 at 4% or $96,956 at 6%; with 100% employer match about $109,075 at 4% or $72,717 at 6%.
J. P. Burnham Self-Employed Retirement Plan-3$265,124$26,178$8,726iApproximate average salary by contribution assumption: employee only about $218,150 at 4% or $145,433 at 6%; with 50% employer match about $145,433 at 4% or $96,956 at 6%; with 100% employer match about $109,075 at 4% or $72,717 at 6%.