Civic Intelligence

Burns Matteson Capital Management LLC

Plan context: Burns Matteson Capital Management LLC. Retiremen Trust

EIN 16-1593953 • Corning, NY • 18 filings • 3 plans

42 East Market StreetCorning, NY 14830
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,668,509

2024 Contributions

$242,035

Historical Graphs

Total Assets Over Time

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

$3,668,509$1,834,255$0200820162024YearValue
$3,668,509Latest year 2024

Participants Over Time

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

1160200720162024YearValue
10Latest 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
2024110$3,668,509$242,035$24,204iApproximate average salary by contribution assumption: employee only about $605,088 at 4% or $403,392 at 6%; with 50% employer match about $403,392 at 4% or $268,928 at 6%; with 100% employer match about $302,544 at 4% or $201,696 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-10$3,668,509$242,035$24,204iApproximate average salary by contribution assumption: employee only about $605,088 at 4% or $403,392 at 6%; with 50% employer match about $403,392 at 4% or $268,928 at 6%; with 100% employer match about $302,544 at 4% or $201,696 at 6%.
2023111$2,818,041$159,148$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,756 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-11$2,818,041$159,148$14,468iApproximate average salary by contribution assumption: employee only about $361,700 at 4% or $241,133 at 6%; with 50% employer match about $241,133 at 4% or $160,756 at 6%; with 100% employer match about $180,850 at 4% or $120,567 at 6%.
2022110$2,424,351$169,448$16,945iApproximate average salary by contribution assumption: employee only about $423,620 at 4% or $282,413 at 6%; with 50% employer match about $282,413 at 4% or $188,276 at 6%; with 100% employer match about $211,810 at 4% or $141,207 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-10$2,424,351$169,448$16,945iApproximate average salary by contribution assumption: employee only about $423,620 at 4% or $282,413 at 6%; with 50% employer match about $282,413 at 4% or $188,276 at 6%; with 100% employer match about $211,810 at 4% or $141,207 at 6%.
2021110$3,326,449$128,762$12,876iApproximate average salary by contribution assumption: employee only about $321,905 at 4% or $214,603 at 6%; with 50% employer match about $214,603 at 4% or $143,069 at 6%; with 100% employer match about $160,953 at 4% or $107,302 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-10$3,326,449$128,762$12,876iApproximate average salary by contribution assumption: employee only about $321,905 at 4% or $214,603 at 6%; with 50% employer match about $214,603 at 4% or $143,069 at 6%; with 100% employer match about $160,953 at 4% or $107,302 at 6%.
202018$2,613,743$171,130$21,391iApproximate average salary by contribution assumption: employee only about $534,781 at 4% or $356,521 at 6%; with 50% employer match about $356,521 at 4% or $237,681 at 6%; with 100% employer match about $267,391 at 4% or $178,260 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-8$2,613,743$171,130$21,391iApproximate average salary by contribution assumption: employee only about $534,781 at 4% or $356,521 at 6%; with 50% employer match about $356,521 at 4% or $237,681 at 6%; with 100% employer match about $267,391 at 4% or $178,260 at 6%.
201918$2,025,161$126,151$15,769iApproximate average salary by contribution assumption: employee only about $394,222 at 4% or $262,815 at 6%; with 50% employer match about $262,815 at 4% or $175,210 at 6%; with 100% employer match about $197,111 at 4% or $131,407 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-8$2,025,161$126,151$15,769iApproximate average salary by contribution assumption: employee only about $394,222 at 4% or $262,815 at 6%; with 50% employer match about $262,815 at 4% or $175,210 at 6%; with 100% employer match about $197,111 at 4% or $131,407 at 6%.
201818$1,569,565$108,771$13,596iApproximate average salary by contribution assumption: employee only about $339,909 at 4% or $226,606 at 6%; with 50% employer match about $226,606 at 4% or $151,071 at 6%; with 100% employer match about $169,955 at 4% or $113,303 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-8$1,569,565$108,771$13,596iApproximate average salary by contribution assumption: employee only about $339,909 at 4% or $226,606 at 6%; with 50% employer match about $226,606 at 4% or $151,071 at 6%; with 100% employer match about $169,955 at 4% or $113,303 at 6%.
201717$1,502,053$113,452$16,207iApproximate average salary by contribution assumption: employee only about $405,186 at 4% or $270,124 at 6%; with 50% employer match about $270,124 at 4% or $180,083 at 6%; with 100% employer match about $202,593 at 4% or $135,062 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-7$1,502,053$113,452$16,207iApproximate average salary by contribution assumption: employee only about $405,186 at 4% or $270,124 at 6%; with 50% employer match about $270,124 at 4% or $180,083 at 6%; with 100% employer match about $202,593 at 4% or $135,062 at 6%.
201618$1,213,676$106,197$13,275iApproximate average salary by contribution assumption: employee only about $331,866 at 4% or $221,244 at 6%; with 50% employer match about $221,244 at 4% or $147,496 at 6%; with 100% employer match about $165,933 at 4% or $110,622 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-8$1,213,676$106,197$13,275iApproximate average salary by contribution assumption: employee only about $331,866 at 4% or $221,244 at 6%; with 50% employer match about $221,244 at 4% or $147,496 at 6%; with 100% employer match about $165,933 at 4% or $110,622 at 6%.
201517$920,656$106,461$15,209iApproximate average salary by contribution assumption: employee only about $380,218 at 4% or $253,479 at 6%; with 50% employer match about $253,479 at 4% or $168,986 at 6%; with 100% employer match about $190,109 at 4% or $126,739 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-7$920,656$106,461$15,209iApproximate average salary by contribution assumption: employee only about $380,218 at 4% or $253,479 at 6%; with 50% employer match about $253,479 at 4% or $168,986 at 6%; with 100% employer match about $190,109 at 4% or $126,739 at 6%.
201417$1,024,019$162,624$23,232iApproximate average salary by contribution assumption: employee only about $580,800 at 4% or $387,200 at 6%; with 50% employer match about $387,200 at 4% or $258,133 at 6%; with 100% employer match about $290,400 at 4% or $193,600 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-7$1,024,019$162,624$23,232iApproximate average salary by contribution assumption: employee only about $580,800 at 4% or $387,200 at 6%; with 50% employer match about $387,200 at 4% or $258,133 at 6%; with 100% employer match about $290,400 at 4% or $193,600 at 6%.
201317$774,055$112,891$16,127iApproximate average salary by contribution assumption: employee only about $403,182 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-7$774,055$112,891$16,127iApproximate average salary by contribution assumption: employee only about $403,182 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%.
201216$617,118$103,694$17,282iApproximate average salary by contribution assumption: employee only about $432,058 at 4% or $288,039 at 6%; with 50% employer match about $288,039 at 4% or $192,026 at 6%; with 100% employer match about $216,029 at 4% or $144,019 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-6$617,118$103,694$17,282iApproximate average salary by contribution assumption: employee only about $432,058 at 4% or $288,039 at 6%; with 50% employer match about $288,039 at 4% or $192,026 at 6%; with 100% employer match about $216,029 at 4% or $144,019 at 6%.
201115$461,269$89,803$17,961iApproximate average salary by contribution assumption: employee only about $449,015 at 4% or $299,343 at 6%; with 50% employer match about $299,343 at 4% or $199,562 at 6%; with 100% employer match about $224,507 at 4% or $149,672 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-5$461,269$89,803$17,961iApproximate average salary by contribution assumption: employee only about $449,015 at 4% or $299,343 at 6%; with 50% employer match about $299,343 at 4% or $199,562 at 6%; with 100% employer match about $224,507 at 4% or $149,672 at 6%.
201014$371,323$93,515$23,379iApproximate average salary by contribution assumption: employee only about $584,469 at 4% or $389,646 at 6%; with 50% employer match about $389,646 at 4% or $259,764 at 6%; with 100% employer match about $292,234 at 4% or $194,823 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-4$371,323$93,515$23,379iApproximate average salary by contribution assumption: employee only about $584,469 at 4% or $389,646 at 6%; with 50% employer match about $389,646 at 4% or $259,764 at 6%; with 100% employer match about $292,234 at 4% or $194,823 at 6%.
200918$258,982$88,758$11,095iApproximate average salary by contribution assumption: employee only about $277,369 at 4% or $184,913 at 6%; with 50% employer match about $184,913 at 4% or $123,275 at 6%; with 100% employer match about $138,684 at 4% or $92,456 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-8$258,982$88,758$11,095iApproximate average salary by contribution assumption: employee only about $277,369 at 4% or $184,913 at 6%; with 50% employer match about $184,913 at 4% or $123,275 at 6%; with 100% employer match about $138,684 at 4% or $92,456 at 6%.
200817$101,574$88,405$12,629iApproximate average salary by contribution assumption: employee only about $315,732 at 4% or $210,488 at 6%; with 50% employer match about $210,488 at 4% or $140,325 at 6%; with 100% employer match about $157,866 at 4% or $105,244 at 6%.
Burns Matteson Capital Management LLC. Retiremen Trust-7$101,574$88,405$12,629iApproximate average salary by contribution assumption: employee only about $315,732 at 4% or $210,488 at 6%; with 50% employer match about $210,488 at 4% or $140,325 at 6%; with 100% employer match about $157,866 at 4% or $105,244 at 6%.
200715$0$0-
Burns Matteson Capital Management LLC. Retiremen Trust-5---