Civic Intelligence

Burney Partners LLC

Plan context: Burney Partners LLC Safe Harbor 401(K) Plan

EIN 20-3377971 • Reston, VA • 18 filings • 4 plans

1800 Alexander Bell DrSuite 510Reston, VA 20191
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$10,939,761

2024 Contributions

$746,694

Historical Graphs

Total Assets Over Time

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

$10,939,761$5,469,881$0201520202024YearValue
$10,939,761Latest year 2024

Participants Over Time

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

24120201520202024YearValue
20Latest 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
2024220$10,939,761$746,694$37,335iApproximate average salary by contribution assumption: employee only about $933,367 at 4% or $622,245 at 6%; with 50% employer match about $622,245 at 4% or $414,830 at 6%; with 100% employer match about $466,684 at 4% or $311,123 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-20$8,257,790$632,590$31,630iApproximate average salary by contribution assumption: employee only about $790,738 at 4% or $527,158 at 6%; with 50% employer match about $527,158 at 4% or $351,439 at 6%; with 100% employer match about $395,369 at 4% or $263,579 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-18$2,681,971$114,104$6,339iApproximate average salary by contribution assumption: employee only about $158,478 at 4% or $105,652 at 6%; with 50% employer match about $105,652 at 4% or $70,435 at 6%; with 100% employer match about $79,239 at 4% or $52,826 at 6%.
2023222$8,464,626$814,604$37,027iApproximate average salary by contribution assumption: employee only about $925,686 at 4% or $617,124 at 6%; with 50% employer match about $617,124 at 4% or $411,416 at 6%; with 100% employer match about $462,843 at 4% or $308,562 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-22$6,308,744$553,947$25,179iApproximate average salary by contribution assumption: employee only about $629,485 at 4% or $419,657 at 6%; with 50% employer match about $419,657 at 4% or $279,771 at 6%; with 100% employer match about $314,743 at 4% or $209,828 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-17$2,155,882$260,657$15,333iApproximate average salary by contribution assumption: employee only about $383,319 at 4% or $255,546 at 6%; with 50% employer match about $255,546 at 4% or $170,364 at 6%; with 100% employer match about $191,660 at 4% or $127,773 at 6%.
2022224$6,777,929$716,935$29,872iApproximate average salary by contribution assumption: employee only about $746,807 at 4% or $497,872 at 6%; with 50% employer match about $497,872 at 4% or $331,914 at 6%; with 100% employer match about $373,404 at 4% or $248,936 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-24$5,188,045$499,047$20,794iApproximate average salary by contribution assumption: employee only about $519,841 at 4% or $346,560 at 6%; with 50% employer match about $346,560 at 4% or $231,040 at 6%; with 100% employer match about $259,920 at 4% or $173,280 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-17$1,589,884$217,888$12,817iApproximate average salary by contribution assumption: employee only about $320,424 at 4% or $213,616 at 6%; with 50% employer match about $213,616 at 4% or $142,410 at 6%; with 100% employer match about $160,212 at 4% or $106,808 at 6%.
2021218$6,824,548$636,408$35,356iApproximate average salary by contribution assumption: employee only about $883,900 at 4% or $589,267 at 6%; with 50% employer match about $589,267 at 4% or $392,844 at 6%; with 100% employer match about $441,950 at 4% or $294,633 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-18$5,276,218$434,852$24,158iApproximate average salary by contribution assumption: employee only about $603,961 at 4% or $402,641 at 6%; with 50% employer match about $402,641 at 4% or $268,427 at 6%; with 100% employer match about $301,981 at 4% or $201,320 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-15$1,548,330$201,556$13,437iApproximate average salary by contribution assumption: employee only about $335,927 at 4% or $223,951 at 6%; with 50% employer match about $223,951 at 4% or $149,301 at 6%; with 100% employer match about $167,963 at 4% or $111,976 at 6%.
2020217$5,224,720$682,241$40,132iApproximate average salary by contribution assumption: employee only about $1,003,296 at 4% or $668,864 at 6%; with 50% employer match about $668,864 at 4% or $445,909 at 6%; with 100% employer match about $501,648 at 4% or $334,432 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-17$4,135,509$427,666$25,157iApproximate average salary by contribution assumption: employee only about $628,921 at 4% or $419,280 at 6%; with 50% employer match about $419,280 at 4% or $279,520 at 6%; with 100% employer match about $314,460 at 4% or $209,640 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-15$1,089,211$254,575$16,972iApproximate average salary by contribution assumption: employee only about $424,292 at 4% or $282,861 at 6%; with 50% employer match about $282,861 at 4% or $188,574 at 6%; with 100% employer match about $212,146 at 4% or $141,431 at 6%.
2019220$4,117,127$690,154$34,508iApproximate average salary by contribution assumption: employee only about $862,692 at 4% or $575,128 at 6%; with 50% employer match about $575,128 at 4% or $383,419 at 6%; with 100% employer match about $431,346 at 4% or $287,564 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-20$3,376,466$457,558$22,878iApproximate average salary by contribution assumption: employee only about $571,948 at 4% or $381,298 at 6%; with 50% employer match about $381,298 at 4% or $254,199 at 6%; with 100% employer match about $285,974 at 4% or $190,649 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-14$740,661$232,596$16,614iApproximate average salary by contribution assumption: employee only about $415,350 at 4% or $276,900 at 6%; with 50% employer match about $276,900 at 4% or $184,600 at 6%; with 100% employer match about $207,675 at 4% or $138,450 at 6%.
2018217$3,026,221$655,083$38,534iApproximate average salary by contribution assumption: employee only about $963,357 at 4% or $642,238 at 6%; with 50% employer match about $642,238 at 4% or $428,159 at 6%; with 100% employer match about $481,679 at 4% or $321,119 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-17$2,603,588$414,402$24,377iApproximate average salary by contribution assumption: employee only about $609,415 at 4% or $406,276 at 6%; with 50% employer match about $406,276 at 4% or $270,851 at 6%; with 100% employer match about $304,707 at 4% or $203,138 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-13$422,633$240,681$18,514iApproximate average salary by contribution assumption: employee only about $462,848 at 4% or $308,565 at 6%; with 50% employer match about $308,565 at 4% or $205,710 at 6%; with 100% employer match about $231,424 at 4% or $154,283 at 6%.
2017215$3,076,246$613,507$40,900iApproximate average salary by contribution assumption: employee only about $1,022,512 at 4% or $681,674 at 6%; with 50% employer match about $681,674 at 4% or $454,450 at 6%; with 100% employer match about $511,256 at 4% or $340,837 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-15$2,849,285$386,548$25,770iApproximate average salary by contribution assumption: employee only about $644,247 at 4% or $429,498 at 6%; with 50% employer match about $429,498 at 4% or $286,332 at 6%; with 100% employer match about $322,123 at 4% or $214,749 at 6%.
BURNEY PARTNERS, LLC CASH BALANCE PLAN-11$226,961$226,959$20,633iApproximate average salary by contribution assumption: employee only about $515,816 at 4% or $343,877 at 6%; with 50% employer match about $343,877 at 4% or $229,252 at 6%; with 100% employer match about $257,908 at 4% or $171,939 at 6%.
2016113$2,050,821$409,721$31,517iApproximate average salary by contribution assumption: employee only about $787,925 at 4% or $525,283 at 6%; with 50% employer match about $525,283 at 4% or $350,189 at 6%; with 100% employer match about $393,963 at 4% or $262,642 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-13$2,050,821$409,721$31,517iApproximate average salary by contribution assumption: employee only about $787,925 at 4% or $525,283 at 6%; with 50% employer match about $525,283 at 4% or $350,189 at 6%; with 100% employer match about $393,963 at 4% or $262,642 at 6%.
2015111$1,467,407$1,464,402$133,127iApproximate average salary by contribution assumption: employee only about $3,328,186 at 4% or $2,218,791 at 6%; with 50% employer match about $2,218,791 at 4% or $1,479,194 at 6%; with 100% employer match about $1,664,093 at 4% or $1,109,395 at 6%.
Burney Partners LLC Safe Harbor 401(K) Plan-11$1,467,407$1,464,402$133,127iApproximate average salary by contribution assumption: employee only about $3,328,186 at 4% or $2,218,791 at 6%; with 50% employer match about $2,218,791 at 4% or $1,479,194 at 6%; with 100% employer match about $1,664,093 at 4% or $1,109,395 at 6%.