Civic Intelligence

Burleson & Company LLC

Plan context: Burleson & Company LLC Retirement Plan

EIN 20-1160877 • Petaluma, CA • 19 filings • 4 plans

201 First StreetSuite 204Petaluma, CA 94952
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,160,904

2025 Contributions

$221,054

Historical Graphs

Total Assets Over Time

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

$1,799,138$899,569$0201220182024YearValue
$1,160,904Latest year 2024

Participants Over Time

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

840201220182024YearValue
8Latest 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
202510$0$0-
Greenleaf & Burleson Retirement Plan-0$0$0-
202428$1,160,904$0-
Burleson & Company LLC Retirement Plan-5$1,048,470$0-
Greenleaf & Burleson Retirement Plan-8$112,434$0-
202328$1,030,070$221,054$27,632iApproximate average salary by contribution assumption: employee only about $690,794 at 4% or $460,529 at 6%; with 50% employer match about $460,529 at 4% or $307,019 at 6%; with 100% employer match about $345,397 at 4% or $230,265 at 6%.
Burleson & Company LLC Retirement Plan-5$834,801$210,875$42,175iApproximate average salary by contribution assumption: employee only about $1,054,375 at 4% or $702,917 at 6%; with 50% employer match about $702,917 at 4% or $468,611 at 6%; with 100% employer match about $527,188 at 4% or $351,458 at 6%.
Greenleaf & Burleson Retirement Plan-8$195,269$10,179$1,272iApproximate average salary by contribution assumption: employee only about $31,809 at 4% or $21,206 at 6%; with 50% employer match about $21,206 at 4% or $14,138 at 6%; with 100% employer match about $15,905 at 4% or $10,603 at 6%.
202226$484,123$244,988$40,831iApproximate average salary by contribution assumption: employee only about $1,020,783 at 4% or $680,522 at 6%; with 50% employer match about $680,522 at 4% or $453,681 at 6%; with 100% employer match about $510,392 at 4% or $340,261 at 6%.
Burleson & Company LLC Retirement Plan-5$391,782$225,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Greenleaf & Burleson Retirement Plan-6$92,341$19,988$3,331iApproximate average salary by contribution assumption: employee only about $83,283 at 4% or $55,522 at 6%; with 50% employer match about $55,522 at 4% or $37,015 at 6%; with 100% employer match about $41,642 at 4% or $27,761 at 6%.
202125$945,073$288,928$57,786iApproximate average salary by contribution assumption: employee only about $1,444,640 at 4% or $963,093 at 6%; with 50% employer match about $963,093 at 4% or $642,062 at 6%; with 100% employer match about $722,320 at 4% or $481,547 at 6%.
Greenleaf & Burleson Retirement Plan-5$564,960$28,927$5,785iApproximate average salary by contribution assumption: employee only about $144,635 at 4% or $96,423 at 6%; with 50% employer match about $96,423 at 4% or $64,282 at 6%; with 100% employer match about $72,318 at 4% or $48,212 at 6%.
Burleson & Company LLC Retirement Plan-4$380,113$260,001$65,000iApproximate average salary by contribution assumption: employee only about $1,625,006 at 4% or $1,083,338 at 6%; with 50% employer match about $1,083,338 at 4% or $722,225 at 6%; with 100% employer match about $812,503 at 4% or $541,669 at 6%.
202024$1,799,138$225,649$56,412iApproximate average salary by contribution assumption: employee only about $1,410,306 at 4% or $940,204 at 6%; with 50% employer match about $940,204 at 4% or $626,803 at 6%; with 100% employer match about $705,153 at 4% or $470,102 at 6%.
Greenleaf & Burleson Retirement Plan-4$1,595,138$21,649$5,412iApproximate average salary by contribution assumption: employee only about $135,306 at 4% or $90,204 at 6%; with 50% employer match about $90,204 at 4% or $60,136 at 6%; with 100% employer match about $67,653 at 4% or $45,102 at 6%.
Burleson & Company LLC Retirement Plan-3$204,000$204,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
201913$812,522$96,887$32,296iApproximate average salary by contribution assumption: employee only about $807,392 at 4% or $538,261 at 6%; with 50% employer match about $538,261 at 4% or $358,841 at 6%; with 100% employer match about $403,696 at 4% or $269,131 at 6%.
Greenleaf & Burleson Retirement Plan-3$812,522$96,887$32,296iApproximate average salary by contribution assumption: employee only about $807,392 at 4% or $538,261 at 6%; with 50% employer match about $538,261 at 4% or $358,841 at 6%; with 100% employer match about $403,696 at 4% or $269,131 at 6%.
201815$503,926$75,787$15,157iApproximate average salary by contribution assumption: employee only about $378,935 at 4% or $252,623 at 6%; with 50% employer match about $252,623 at 4% or $168,416 at 6%; with 100% employer match about $189,468 at 4% or $126,312 at 6%.
Greenleaf & Burleson Retirement Plan-5$503,926$75,787$15,157iApproximate average salary by contribution assumption: employee only about $378,935 at 4% or $252,623 at 6%; with 50% employer match about $252,623 at 4% or $168,416 at 6%; with 100% employer match about $189,468 at 4% or $126,312 at 6%.
201714$821,374$97,675$24,419iApproximate average salary by contribution assumption: employee only about $610,469 at 4% or $406,979 at 6%; with 50% employer match about $406,979 at 4% or $271,319 at 6%; with 100% employer match about $305,234 at 4% or $203,490 at 6%.
Greenleaf & Burleson Retirement Plan-4$821,374$97,675$24,419iApproximate average salary by contribution assumption: employee only about $610,469 at 4% or $406,979 at 6%; with 50% employer match about $406,979 at 4% or $271,319 at 6%; with 100% employer match about $305,234 at 4% or $203,490 at 6%.
201615$638,418$145,963$29,193iApproximate average salary by contribution assumption: employee only about $729,815 at 4% or $486,543 at 6%; with 50% employer match about $486,543 at 4% or $324,362 at 6%; with 100% employer match about $364,908 at 4% or $243,272 at 6%.
Greenleaf & Burleson Retirement Plan-5$638,418$145,963$29,193iApproximate average salary by contribution assumption: employee only about $729,815 at 4% or $486,543 at 6%; with 50% employer match about $486,543 at 4% or $324,362 at 6%; with 100% employer match about $364,908 at 4% or $243,272 at 6%.
201515$437,734$130,342$26,068iApproximate average salary by contribution assumption: employee only about $651,710 at 4% or $434,473 at 6%; with 50% employer match about $434,473 at 4% or $289,649 at 6%; with 100% employer match about $325,855 at 4% or $217,237 at 6%.
Greenleaf & Burleson Retirement Plan-5$437,734$130,342$26,068iApproximate average salary by contribution assumption: employee only about $651,710 at 4% or $434,473 at 6%; with 50% employer match about $434,473 at 4% or $289,649 at 6%; with 100% employer match about $325,855 at 4% or $217,237 at 6%.
201414$333,778$115,791$28,948iApproximate average salary by contribution assumption: employee only about $723,694 at 4% or $482,463 at 6%; with 50% employer match about $482,463 at 4% or $321,642 at 6%; with 100% employer match about $361,847 at 4% or $241,231 at 6%.
Greenleaf & Burleson Retirement Plan-4$333,778$115,791$28,948iApproximate average salary by contribution assumption: employee only about $723,694 at 4% or $482,463 at 6%; with 50% employer match about $482,463 at 4% or $321,642 at 6%; with 100% employer match about $361,847 at 4% or $241,231 at 6%.
201314$222,360$110,696$27,674iApproximate average salary by contribution assumption: employee only about $691,850 at 4% or $461,233 at 6%; with 50% employer match about $461,233 at 4% or $307,489 at 6%; with 100% employer match about $345,925 at 4% or $230,617 at 6%.
Greenleaf & Burleson Retirement Plan-4$222,360$110,696$27,674iApproximate average salary by contribution assumption: employee only about $691,850 at 4% or $461,233 at 6%; with 50% employer match about $461,233 at 4% or $307,489 at 6%; with 100% employer match about $345,925 at 4% or $230,617 at 6%.
201215$111,660$111,660$22,332iApproximate average salary by contribution assumption: employee only about $558,300 at 4% or $372,200 at 6%; with 50% employer match about $372,200 at 4% or $248,133 at 6%; with 100% employer match about $279,150 at 4% or $186,100 at 6%.
Greenleaf & Burleson Retirement Plan-5$111,660$111,660$22,332iApproximate average salary by contribution assumption: employee only about $558,300 at 4% or $372,200 at 6%; with 50% employer match about $372,200 at 4% or $248,133 at 6%; with 100% employer match about $279,150 at 4% or $186,100 at 6%.