Jill E. Burton & Associates PLLC
Plan context: Jill E. Burton & Associates PLLC 401(K) Plan
EIN 26-2804372 • Durham, NC • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,232,556
2024 Contributions
$83,040
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,232,556 | $83,040 | $41,520iApproximate average salary by contribution assumption: employee only about $1,038,000 at 4% or $692,000 at 6%; with 50% employer match about $692,000 at 4% or $461,333 at 6%; with 100% employer match about $519,000 at 4% or $346,000 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 2 | $1,232,556 | $83,040 | $41,520iApproximate average salary by contribution assumption: employee only about $1,038,000 at 4% or $692,000 at 6%; with 50% employer match about $692,000 at 4% or $461,333 at 6%; with 100% employer match about $519,000 at 4% or $346,000 at 6%. |
| 2023 | 1 | 3 | $1,048,913 | $83,018 | $27,673iApproximate average salary by contribution assumption: employee only about $691,817 at 4% or $461,211 at 6%; with 50% employer match about $461,211 at 4% or $307,474 at 6%; with 100% employer match about $345,908 at 4% or $230,606 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 3 | $1,048,913 | $83,018 | $27,673iApproximate average salary by contribution assumption: employee only about $691,817 at 4% or $461,211 at 6%; with 50% employer match about $461,211 at 4% or $307,474 at 6%; with 100% employer match about $345,908 at 4% or $230,606 at 6%. |
| 2022 | 1 | 3 | $872,511 | $78,252 | $26,084iApproximate average salary by contribution assumption: employee only about $652,100 at 4% or $434,733 at 6%; with 50% employer match about $434,733 at 4% or $289,822 at 6%; with 100% employer match about $326,050 at 4% or $217,367 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 3 | $872,511 | $78,252 | $26,084iApproximate average salary by contribution assumption: employee only about $652,100 at 4% or $434,733 at 6%; with 50% employer match about $434,733 at 4% or $289,822 at 6%; with 100% employer match about $326,050 at 4% or $217,367 at 6%. |
| 2021 | 1 | 3 | $880,060 | $76,026 | $25,342iApproximate average salary by contribution assumption: employee only about $633,550 at 4% or $422,367 at 6%; with 50% employer match about $422,367 at 4% or $281,578 at 6%; with 100% employer match about $316,775 at 4% or $211,183 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 3 | $880,060 | $76,026 | $25,342iApproximate average salary by contribution assumption: employee only about $633,550 at 4% or $422,367 at 6%; with 50% employer match about $422,367 at 4% or $281,578 at 6%; with 100% employer match about $316,775 at 4% or $211,183 at 6%. |
| 2020 | 1 | 2 | $722,500 | $62,353 | $31,177iApproximate average salary by contribution assumption: employee only about $779,413 at 4% or $519,608 at 6%; with 50% employer match about $519,608 at 4% or $346,406 at 6%; with 100% employer match about $389,706 at 4% or $259,804 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 2 | $722,500 | $62,353 | $31,177iApproximate average salary by contribution assumption: employee only about $779,413 at 4% or $519,608 at 6%; with 50% employer match about $519,608 at 4% or $346,406 at 6%; with 100% employer match about $389,706 at 4% or $259,804 at 6%. |
| 2019 | 1 | 2 | $588,441 | $66,846 | $33,423iApproximate average salary by contribution assumption: employee only about $835,575 at 4% or $557,050 at 6%; with 50% employer match about $557,050 at 4% or $371,367 at 6%; with 100% employer match about $417,788 at 4% or $278,525 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 2 | $588,441 | $66,846 | $33,423iApproximate average salary by contribution assumption: employee only about $835,575 at 4% or $557,050 at 6%; with 50% employer match about $557,050 at 4% or $371,367 at 6%; with 100% employer match about $417,788 at 4% or $278,525 at 6%. |
| 2018 | 1 | 4 | $452,537 | $91,684 | $22,921iApproximate average salary by contribution assumption: employee only about $573,025 at 4% or $382,017 at 6%; with 50% employer match about $382,017 at 4% or $254,678 at 6%; with 100% employer match about $286,513 at 4% or $191,008 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 4 | $452,537 | $91,684 | $22,921iApproximate average salary by contribution assumption: employee only about $573,025 at 4% or $382,017 at 6%; with 50% employer match about $382,017 at 4% or $254,678 at 6%; with 100% employer match about $286,513 at 4% or $191,008 at 6%. |
| 2017 | 1 | 5 | $397,878 | $58,797 | $11,759iApproximate average salary by contribution assumption: employee only about $293,985 at 4% or $195,990 at 6%; with 50% employer match about $195,990 at 4% or $130,660 at 6%; with 100% employer match about $146,993 at 4% or $97,995 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 5 | $397,878 | $58,797 | $11,759iApproximate average salary by contribution assumption: employee only about $293,985 at 4% or $195,990 at 6%; with 50% employer match about $195,990 at 4% or $130,660 at 6%; with 100% employer match about $146,993 at 4% or $97,995 at 6%. |
| 2016 | 1 | 5 | $310,745 | $64,350 | $12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 5 | $310,745 | $64,350 | $12,870iApproximate average salary by contribution assumption: employee only about $321,750 at 4% or $214,500 at 6%; with 50% employer match about $214,500 at 4% or $143,000 at 6%; with 100% employer match about $160,875 at 4% or $107,250 at 6%. |
| 2015 | 1 | 6 | $261,431 | $25,437 | $4,240iApproximate average salary by contribution assumption: employee only about $105,988 at 4% or $70,658 at 6%; with 50% employer match about $70,658 at 4% or $47,106 at 6%; with 100% employer match about $52,994 at 4% or $35,329 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 6 | $261,431 | $25,437 | $4,240iApproximate average salary by contribution assumption: employee only about $105,988 at 4% or $70,658 at 6%; with 50% employer match about $70,658 at 4% or $47,106 at 6%; with 100% employer match about $52,994 at 4% or $35,329 at 6%. |
| 2014 | 1 | 5 | $236,608 | $41,958 | $8,392iApproximate average salary by contribution assumption: employee only about $209,790 at 4% or $139,860 at 6%; with 50% employer match about $139,860 at 4% or $93,240 at 6%; with 100% employer match about $104,895 at 4% or $69,930 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 5 | $236,608 | $41,958 | $8,392iApproximate average salary by contribution assumption: employee only about $209,790 at 4% or $139,860 at 6%; with 50% employer match about $139,860 at 4% or $93,240 at 6%; with 100% employer match about $104,895 at 4% or $69,930 at 6%. |
| 2013 | 1 | 3 | $193,456 | $36,712 | $12,237iApproximate average salary by contribution assumption: employee only about $305,933 at 4% or $203,956 at 6%; with 50% employer match about $203,956 at 4% or $135,970 at 6%; with 100% employer match about $152,967 at 4% or $101,978 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 3 | $193,456 | $36,712 | $12,237iApproximate average salary by contribution assumption: employee only about $305,933 at 4% or $203,956 at 6%; with 50% employer match about $203,956 at 4% or $135,970 at 6%; with 100% employer match about $152,967 at 4% or $101,978 at 6%. |
| 2012 | 1 | 4 | $165,848 | $29,670 | $7,418iApproximate average salary by contribution assumption: employee only about $185,438 at 4% or $123,625 at 6%; with 50% employer match about $123,625 at 4% or $82,417 at 6%; with 100% employer match about $92,719 at 4% or $61,813 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 4 | $165,848 | $29,670 | $7,418iApproximate average salary by contribution assumption: employee only about $185,438 at 4% or $123,625 at 6%; with 50% employer match about $123,625 at 4% or $82,417 at 6%; with 100% employer match about $92,719 at 4% or $61,813 at 6%. |
| 2011 | 1 | 4 | $136,158 | $28,582 | $7,146iApproximate average salary by contribution assumption: employee only about $178,638 at 4% or $119,092 at 6%; with 50% employer match about $119,092 at 4% or $79,394 at 6%; with 100% employer match about $89,319 at 4% or $59,546 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 4 | $136,158 | $28,582 | $7,146iApproximate average salary by contribution assumption: employee only about $178,638 at 4% or $119,092 at 6%; with 50% employer match about $119,092 at 4% or $79,394 at 6%; with 100% employer match about $89,319 at 4% or $59,546 at 6%. |
| 2010 | 1 | 4 | $107,546 | $27,985 | $6,996iApproximate average salary by contribution assumption: employee only about $174,906 at 4% or $116,604 at 6%; with 50% employer match about $116,604 at 4% or $77,736 at 6%; with 100% employer match about $87,453 at 4% or $58,302 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 4 | $107,546 | $27,985 | $6,996iApproximate average salary by contribution assumption: employee only about $174,906 at 4% or $116,604 at 6%; with 50% employer match about $116,604 at 4% or $77,736 at 6%; with 100% employer match about $87,453 at 4% or $58,302 at 6%. |
| 2009 | 1 | 4 | $79,538 | $20,749 | $5,187iApproximate average salary by contribution assumption: employee only about $129,681 at 4% or $86,454 at 6%; with 50% employer match about $86,454 at 4% or $57,636 at 6%; with 100% employer match about $64,841 at 4% or $43,227 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 4 | $79,538 | $20,749 | $5,187iApproximate average salary by contribution assumption: employee only about $129,681 at 4% or $86,454 at 6%; with 50% employer match about $86,454 at 4% or $57,636 at 6%; with 100% employer match about $64,841 at 4% or $43,227 at 6%. |
| 2008 | 1 | 3 | $58,753 | $16,140 | $5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%. |
| Jill E. Burton & Associates PLLC 401(K) Plan | - | 3 | $58,753 | $16,140 | $5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%. |