Civic Intelligence

Burton Carol Management LLC

Plan context: Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust

EIN 27-0914494 • Cleveland, OH • 24 filings • 4 plans

4832 Richmond Rd Ste 200Cleveland, OH 44128
Current Snapshot

Latest Year

2024

2024 Participants

151

2024 Assets

$5,103,053

2024 Contributions

$252,053

Historical Graphs

Total Assets Over Time

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

$5,103,053$2,551,527$0201020172024YearValue
$5,103,053Latest year 2024

Participants Over Time

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

155780201020172024YearValue
151Latest 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
20242151$5,103,053$252,053$1,669iApproximate average salary by contribution assumption: employee only about $41,731 at 4% or $27,820 at 6%; with 50% employer match about $27,820 at 4% or $18,547 at 6%; with 100% employer match about $20,865 at 4% or $13,910 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-58$5,103,053$252,053$4,346iApproximate average salary by contribution assumption: employee only about $108,644 at 4% or $72,429 at 6%; with 50% employer match about $72,429 at 4% or $48,286 at 6%; with 100% employer match about $54,322 at 4% or $36,215 at 6%.
Burton Carol Management Group Benefit Program-151---
20232147$4,421,384$278,137$1,892iApproximate average salary by contribution assumption: employee only about $47,302 at 4% or $31,535 at 6%; with 50% employer match about $31,535 at 4% or $21,023 at 6%; with 100% employer match about $23,651 at 4% or $15,767 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-60$4,421,384$278,137$4,636iApproximate average salary by contribution assumption: employee only about $115,890 at 4% or $77,260 at 6%; with 50% employer match about $77,260 at 4% or $51,507 at 6%; with 100% employer match about $57,945 at 4% or $38,630 at 6%.
Burton Carol Management Group Benefit Program-147---
20222146$3,805,928$264,891$1,814iApproximate average salary by contribution assumption: employee only about $45,358 at 4% or $30,239 at 6%; with 50% employer match about $30,239 at 4% or $20,159 at 6%; with 100% employer match about $22,679 at 4% or $15,119 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-37$3,805,928$264,891$7,159iApproximate average salary by contribution assumption: employee only about $178,980 at 4% or $119,320 at 6%; with 50% employer match about $119,320 at 4% or $79,547 at 6%; with 100% employer match about $89,490 at 4% or $59,660 at 6%.
Burton Carol Management Group Benefit Program-146---
20211110$4,754,166$292,941$2,663iApproximate average salary by contribution assumption: employee only about $66,578 at 4% or $44,385 at 6%; with 50% employer match about $44,385 at 4% or $29,590 at 6%; with 100% employer match about $33,289 at 4% or $22,193 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-110$4,754,166$292,941$2,663iApproximate average salary by contribution assumption: employee only about $66,578 at 4% or $44,385 at 6%; with 50% employer match about $44,385 at 4% or $29,590 at 6%; with 100% employer match about $33,289 at 4% or $22,193 at 6%.
2020198$4,344,989$268,847$2,743iApproximate average salary by contribution assumption: employee only about $68,583 at 4% or $45,722 at 6%; with 50% employer match about $45,722 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,861 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-98$4,344,989$268,847$2,743iApproximate average salary by contribution assumption: employee only about $68,583 at 4% or $45,722 at 6%; with 50% employer match about $45,722 at 4% or $30,482 at 6%; with 100% employer match about $34,292 at 4% or $22,861 at 6%.
20191106$3,759,531$278,669$2,629iApproximate average salary by contribution assumption: employee only about $65,724 at 4% or $43,816 at 6%; with 50% employer match about $43,816 at 4% or $29,211 at 6%; with 100% employer match about $32,862 at 4% or $21,908 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-106$3,759,531$278,669$2,629iApproximate average salary by contribution assumption: employee only about $65,724 at 4% or $43,816 at 6%; with 50% employer match about $43,816 at 4% or $29,211 at 6%; with 100% employer match about $32,862 at 4% or $21,908 at 6%.
20181121$3,246,490$289,540$2,393iApproximate average salary by contribution assumption: employee only about $59,822 at 4% or $39,882 at 6%; with 50% employer match about $39,882 at 4% or $26,588 at 6%; with 100% employer match about $29,911 at 4% or $19,941 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-121$3,246,490$289,540$2,393iApproximate average salary by contribution assumption: employee only about $59,822 at 4% or $39,882 at 6%; with 50% employer match about $39,882 at 4% or $26,588 at 6%; with 100% employer match about $29,911 at 4% or $19,941 at 6%.
20171109$4,133,607$280,102$2,570iApproximate average salary by contribution assumption: employee only about $64,244 at 4% or $42,829 at 6%; with 50% employer match about $42,829 at 4% or $28,553 at 6%; with 100% employer match about $32,122 at 4% or $21,415 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-109$4,133,607$280,102$2,570iApproximate average salary by contribution assumption: employee only about $64,244 at 4% or $42,829 at 6%; with 50% employer match about $42,829 at 4% or $28,553 at 6%; with 100% employer match about $32,122 at 4% or $21,415 at 6%.
20161116$3,388,893$261,352$2,253iApproximate average salary by contribution assumption: employee only about $56,326 at 4% or $37,551 at 6%; with 50% employer match about $37,551 at 4% or $25,034 at 6%; with 100% employer match about $28,163 at 4% or $18,775 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-116$3,388,893$261,352$2,253iApproximate average salary by contribution assumption: employee only about $56,326 at 4% or $37,551 at 6%; with 50% employer match about $37,551 at 4% or $25,034 at 6%; with 100% employer match about $28,163 at 4% or $18,775 at 6%.
20152155$3,178,793$235,600$1,520iApproximate average salary by contribution assumption: employee only about $38,000 at 4% or $25,333 at 6%; with 50% employer match about $25,333 at 4% or $16,889 at 6%; with 100% employer match about $19,000 at 4% or $12,667 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-125$3,178,793$235,600$1,885iApproximate average salary by contribution assumption: employee only about $47,120 at 4% or $31,413 at 6%; with 50% employer match about $31,413 at 4% or $20,942 at 6%; with 100% employer match about $23,560 at 4% or $15,707 at 6%.
Burton Carol Management Group Benefit Program-155---
20142154$3,165,374$205,485$1,334iApproximate average salary by contribution assumption: employee only about $33,358 at 4% or $22,239 at 6%; with 50% employer match about $22,239 at 4% or $14,826 at 6%; with 100% employer match about $16,679 at 4% or $11,119 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-125$3,165,374$205,485$1,644iApproximate average salary by contribution assumption: employee only about $41,097 at 4% or $27,398 at 6%; with 50% employer match about $27,398 at 4% or $18,265 at 6%; with 100% employer match about $20,549 at 4% or $13,699 at 6%.
Burton Carol Management Group Benefit Program-154---
20132134$2,899,242$200,775$1,498iApproximate average salary by contribution assumption: employee only about $37,458 at 4% or $24,972 at 6%; with 50% employer match about $24,972 at 4% or $16,648 at 6%; with 100% employer match about $18,729 at 4% or $12,486 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-110$2,899,242$200,775$1,825iApproximate average salary by contribution assumption: employee only about $45,631 at 4% or $30,420 at 6%; with 50% employer match about $30,420 at 4% or $20,280 at 6%; with 100% employer match about $22,815 at 4% or $15,210 at 6%.
Burton Carol Management Group Benefit Program-134---
20122130$2,399,093$201,627$1,551iApproximate average salary by contribution assumption: employee only about $38,774 at 4% or $25,850 at 6%; with 50% employer match about $25,850 at 4% or $17,233 at 6%; with 100% employer match about $19,387 at 4% or $12,925 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-54$2,399,093$201,627$3,734iApproximate average salary by contribution assumption: employee only about $93,346 at 4% or $62,231 at 6%; with 50% employer match about $62,231 at 4% or $41,487 at 6%; with 100% employer match about $46,673 at 4% or $31,115 at 6%.
Burton Carol Management Group Benefit Program-130---
20112129$2,117,650$199,776$1,549iApproximate average salary by contribution assumption: employee only about $38,716 at 4% or $25,811 at 6%; with 50% employer match about $25,811 at 4% or $17,207 at 6%; with 100% employer match about $19,358 at 4% or $12,905 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-102$2,117,650$199,776$1,959iApproximate average salary by contribution assumption: employee only about $48,965 at 4% or $32,643 at 6%; with 50% employer match about $32,643 at 4% or $21,762 at 6%; with 100% employer match about $24,482 at 4% or $16,322 at 6%.
Burton Carol Management Group Benefit Program-129---
20102130$1,901,998$1,758,294$13,525iApproximate average salary by contribution assumption: employee only about $338,133 at 4% or $225,422 at 6%; with 50% employer match about $225,422 at 4% or $150,282 at 6%; with 100% employer match about $169,067 at 4% or $112,711 at 6%.
Burton Carol Management LLC 401(K) Profit Sharing Plan & Trust-71$1,901,998$1,758,294$24,765iApproximate average salary by contribution assumption: employee only about $619,118 at 4% or $412,745 at 6%; with 50% employer match about $412,745 at 4% or $275,163 at 6%; with 100% employer match about $309,559 at 4% or $206,373 at 6%.
Burton Carol Management Group Benefit Program-130---