Civic Intelligence

Burrus Financial Services Inc.

Plan context: Burrus Financial Services Inc. 401(K) P/S Pl

EIN 20-5266635 • Salt Lake City, UT • 13 filings • 4 plans

2455 E Parleys WaySuite 115Salt Lake City, UT 84109
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$892,739

2024 Contributions

$102,803

Historical Graphs

Total Assets Over Time

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

$892,739$446,370$0201220182024YearValue
$892,739Latest year 2024

Participants Over Time

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

630201220182024YearValue
4Latest 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
202414$892,739$102,803$25,701iApproximate average salary by contribution assumption: employee only about $642,519 at 4% or $428,346 at 6%; with 50% employer match about $428,346 at 4% or $285,564 at 6%; with 100% employer match about $321,259 at 4% or $214,173 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-4$892,739$102,803$25,701iApproximate average salary by contribution assumption: employee only about $642,519 at 4% or $428,346 at 6%; with 50% employer match about $428,346 at 4% or $285,564 at 6%; with 100% employer match about $321,259 at 4% or $214,173 at 6%.
202314$758,951$100,153$25,038iApproximate average salary by contribution assumption: employee only about $625,956 at 4% or $417,304 at 6%; with 50% employer match about $417,304 at 4% or $278,203 at 6%; with 100% employer match about $312,978 at 4% or $208,652 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-4$758,951$100,153$25,038iApproximate average salary by contribution assumption: employee only about $625,956 at 4% or $417,304 at 6%; with 50% employer match about $417,304 at 4% or $278,203 at 6%; with 100% employer match about $312,978 at 4% or $208,652 at 6%.
202214$558,724$102,619$25,655iApproximate average salary by contribution assumption: employee only about $641,369 at 4% or $427,579 at 6%; with 50% employer match about $427,579 at 4% or $285,053 at 6%; with 100% employer match about $320,684 at 4% or $213,790 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-4$558,724$102,619$25,655iApproximate average salary by contribution assumption: employee only about $641,369 at 4% or $427,579 at 6%; with 50% employer match about $427,579 at 4% or $285,053 at 6%; with 100% employer match about $320,684 at 4% or $213,790 at 6%.
202114$662,574$81,126$20,282iApproximate average salary by contribution assumption: employee only about $507,038 at 4% or $338,025 at 6%; with 50% employer match about $338,025 at 4% or $225,350 at 6%; with 100% employer match about $253,519 at 4% or $169,013 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-4$662,574$81,126$20,282iApproximate average salary by contribution assumption: employee only about $507,038 at 4% or $338,025 at 6%; with 50% employer match about $338,025 at 4% or $225,350 at 6%; with 100% employer match about $253,519 at 4% or $169,013 at 6%.
202015$480,448$57,683$11,537iApproximate average salary by contribution assumption: employee only about $288,415 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,184 at 6%; with 100% employer match about $144,208 at 4% or $96,138 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-5$480,448$57,683$11,537iApproximate average salary by contribution assumption: employee only about $288,415 at 4% or $192,277 at 6%; with 50% employer match about $192,277 at 4% or $128,184 at 6%; with 100% employer match about $144,208 at 4% or $96,138 at 6%.
201916$535,028$85,963$14,327iApproximate average salary by contribution assumption: employee only about $358,179 at 4% or $238,786 at 6%; with 50% employer match about $238,786 at 4% or $159,191 at 6%; with 100% employer match about $179,090 at 4% or $119,393 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-6$535,028$85,963$14,327iApproximate average salary by contribution assumption: employee only about $358,179 at 4% or $238,786 at 6%; with 50% employer match about $238,786 at 4% or $159,191 at 6%; with 100% employer match about $179,090 at 4% or $119,393 at 6%.
201815$370,092$82,069$16,414iApproximate average salary by contribution assumption: employee only about $410,345 at 4% or $273,563 at 6%; with 50% employer match about $273,563 at 4% or $182,376 at 6%; with 100% employer match about $205,173 at 4% or $136,782 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-5$370,092$82,069$16,414iApproximate average salary by contribution assumption: employee only about $410,345 at 4% or $273,563 at 6%; with 50% employer match about $273,563 at 4% or $182,376 at 6%; with 100% employer match about $205,173 at 4% or $136,782 at 6%.
201715$316,999$72,615$14,523iApproximate average salary by contribution assumption: employee only about $363,075 at 4% or $242,050 at 6%; with 50% employer match about $242,050 at 4% or $161,367 at 6%; with 100% employer match about $181,538 at 4% or $121,025 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-5$316,999$72,615$14,523iApproximate average salary by contribution assumption: employee only about $363,075 at 4% or $242,050 at 6%; with 50% employer match about $242,050 at 4% or $161,367 at 6%; with 100% employer match about $181,538 at 4% or $121,025 at 6%.
201615$213,131$64,747$12,949iApproximate average salary by contribution assumption: employee only about $323,735 at 4% or $215,823 at 6%; with 50% employer match about $215,823 at 4% or $143,882 at 6%; with 100% employer match about $161,868 at 4% or $107,912 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-5$213,131$64,747$12,949iApproximate average salary by contribution assumption: employee only about $323,735 at 4% or $215,823 at 6%; with 50% employer match about $215,823 at 4% or $143,882 at 6%; with 100% employer match about $161,868 at 4% or $107,912 at 6%.
201515$130,604$59,727$11,945iApproximate average salary by contribution assumption: employee only about $298,635 at 4% or $199,090 at 6%; with 50% employer match about $199,090 at 4% or $132,727 at 6%; with 100% employer match about $149,318 at 4% or $99,545 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-5$130,604$59,727$11,945iApproximate average salary by contribution assumption: employee only about $298,635 at 4% or $199,090 at 6%; with 50% employer match about $199,090 at 4% or $132,727 at 6%; with 100% employer match about $149,318 at 4% or $99,545 at 6%.
201414$74,055$54,819$13,705iApproximate average salary by contribution assumption: employee only about $342,619 at 4% or $228,413 at 6%; with 50% employer match about $228,413 at 4% or $152,275 at 6%; with 100% employer match about $171,309 at 4% or $114,206 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-4$74,055$54,819$13,705iApproximate average salary by contribution assumption: employee only about $342,619 at 4% or $228,413 at 6%; with 50% employer match about $228,413 at 4% or $152,275 at 6%; with 100% employer match about $171,309 at 4% or $114,206 at 6%.
201313$29,011$11,943$3,981iApproximate average salary by contribution assumption: employee only about $99,525 at 4% or $66,350 at 6%; with 50% employer match about $66,350 at 4% or $44,233 at 6%; with 100% employer match about $49,763 at 4% or $33,175 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-3$29,011$11,943$3,981iApproximate average salary by contribution assumption: employee only about $99,525 at 4% or $66,350 at 6%; with 50% employer match about $66,350 at 4% or $44,233 at 6%; with 100% employer match about $49,763 at 4% or $33,175 at 6%.
201212$12,867$12,023$6,012iApproximate average salary by contribution assumption: employee only about $150,288 at 4% or $100,192 at 6%; with 50% employer match about $100,192 at 4% or $66,794 at 6%; with 100% employer match about $75,144 at 4% or $50,096 at 6%.
Burrus Financial Services Inc. 401(K) P/S Pl-2$12,867$12,023$6,012iApproximate average salary by contribution assumption: employee only about $150,288 at 4% or $100,192 at 6%; with 50% employer match about $100,192 at 4% or $66,794 at 6%; with 100% employer match about $75,144 at 4% or $50,096 at 6%.