Civic Intelligence

Stephen Burke Dds Ms Inc.

Plan context: Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan

EIN 27-0950141 • Centerville, OH • 21 filings • 4 plans

55 North Main StreetCenterville, OH 45459
Current Snapshot

Latest Year

2021

2021 Participants

23

2021 Assets

$3,595,288

2021 Contributions

$17,016

Historical Graphs

Total Assets Over Time

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

$3,595,288$1,797,644$0200920152020YearValue
$3,595,288Latest year 2020

Participants Over Time

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

25130200920152020YearValue
23Latest year 2020

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
202120$0$17,016-
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-0$0$17,016-
BURKE ORTHODONTICS INC RETIREMENT PLAN-0$0$0-
2020323$3,595,288$407,887$17,734iApproximate average salary by contribution assumption: employee only about $443,355 at 4% or $295,570 at 6%; with 50% employer match about $295,570 at 4% or $197,047 at 6%; with 100% employer match about $221,678 at 4% or $147,785 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-23$2,519,422$249,089$10,830iApproximate average salary by contribution assumption: employee only about $270,749 at 4% or $180,499 at 6%; with 50% employer match about $180,499 at 4% or $120,333 at 6%; with 100% employer match about $135,374 at 4% or $90,250 at 6%.
BURKE ORTHODONTICS INC RETIREMENT PLAN-22$1,075,866$99,876$4,540iApproximate average salary by contribution assumption: employee only about $113,495 at 4% or $75,664 at 6%; with 50% employer match about $75,664 at 4% or $50,442 at 6%; with 100% employer match about $56,748 at 4% or $37,832 at 6%.
STEPHEN BURKE DDS MS INC SOCA BENEFIT PLAN-0$0$58,922-
2019325$2,952,892$512,516$20,501iApproximate average salary by contribution assumption: employee only about $512,516 at 4% or $341,677 at 6%; with 50% employer match about $341,677 at 4% or $227,785 at 6%; with 100% employer match about $256,258 at 4% or $170,839 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-25$2,031,686$217,385$8,695iApproximate average salary by contribution assumption: employee only about $217,385 at 4% or $144,923 at 6%; with 50% employer match about $144,923 at 4% or $96,616 at 6%; with 100% employer match about $108,693 at 4% or $72,462 at 6%.
BURKE ORTHODONTICS INC RETIREMENT PLAN-22$918,453$274,371$12,471iApproximate average salary by contribution assumption: employee only about $311,785 at 4% or $207,857 at 6%; with 50% employer match about $207,857 at 4% or $138,571 at 6%; with 100% employer match about $155,893 at 4% or $103,928 at 6%.
STEPHEN BURKE DDS MS INC SOCA BENEFIT PLAN-12$2,753$20,760$1,730iApproximate average salary by contribution assumption: employee only about $43,250 at 4% or $28,833 at 6%; with 50% employer match about $28,833 at 4% or $19,222 at 6%; with 100% employer match about $21,625 at 4% or $14,417 at 6%.
2018225$2,192,449$469,285$18,771iApproximate average salary by contribution assumption: employee only about $469,285 at 4% or $312,857 at 6%; with 50% employer match about $312,857 at 4% or $208,571 at 6%; with 100% employer match about $234,643 at 4% or $156,428 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-25$1,577,237$228,333$9,133iApproximate average salary by contribution assumption: employee only about $228,333 at 4% or $152,222 at 6%; with 50% employer match about $152,222 at 4% or $101,481 at 6%; with 100% employer match about $114,167 at 4% or $76,111 at 6%.
BURKE ORTHODONTICS INC RETIREMENT PLAN-22$615,212$240,952$10,952iApproximate average salary by contribution assumption: employee only about $273,809 at 4% or $182,539 at 6%; with 50% employer match about $182,539 at 4% or $121,693 at 6%; with 100% employer match about $136,905 at 4% or $91,270 at 6%.
2017224$1,886,806$484,080$20,170iApproximate average salary by contribution assumption: employee only about $504,250 at 4% or $336,167 at 6%; with 50% employer match about $336,167 at 4% or $224,111 at 6%; with 100% employer match about $252,125 at 4% or $168,083 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-24$1,483,814$200,717$8,363iApproximate average salary by contribution assumption: employee only about $209,080 at 4% or $139,387 at 6%; with 50% employer match about $139,387 at 4% or $92,925 at 6%; with 100% employer match about $104,540 at 4% or $69,693 at 6%.
BURKE ORTHODONTICS INC RETIREMENT PLAN-17$402,992$283,363$16,668iApproximate average salary by contribution assumption: employee only about $416,710 at 4% or $277,807 at 6%; with 50% employer match about $277,807 at 4% or $185,205 at 6%; with 100% employer match about $208,355 at 4% or $138,903 at 6%.
2016218$1,313,731$394,067$21,893iApproximate average salary by contribution assumption: employee only about $547,315 at 4% or $364,877 at 6%; with 50% employer match about $364,877 at 4% or $243,251 at 6%; with 100% employer match about $273,658 at 4% or $182,438 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-18$1,162,146$242,482$13,471iApproximate average salary by contribution assumption: employee only about $336,781 at 4% or $224,520 at 6%; with 50% employer match about $224,520 at 4% or $149,680 at 6%; with 100% employer match about $168,390 at 4% or $112,260 at 6%.
BURKE ORTHODONTICS INC RETIREMENT PLAN-13$151,585$151,585$11,660iApproximate average salary by contribution assumption: employee only about $291,510 at 4% or $194,340 at 6%; with 50% employer match about $194,340 at 4% or $129,560 at 6%; with 100% employer match about $145,755 at 4% or $97,170 at 6%.
2015120$877,738$151,137$7,557iApproximate average salary by contribution assumption: employee only about $188,921 at 4% or $125,948 at 6%; with 50% employer match about $125,948 at 4% or $83,965 at 6%; with 100% employer match about $94,461 at 4% or $62,974 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-20$877,738$151,137$7,557iApproximate average salary by contribution assumption: employee only about $188,921 at 4% or $125,948 at 6%; with 50% employer match about $125,948 at 4% or $83,965 at 6%; with 100% employer match about $94,461 at 4% or $62,974 at 6%.
2014118$1,037,347$108,351$6,020iApproximate average salary by contribution assumption: employee only about $150,488 at 4% or $100,325 at 6%; with 50% employer match about $100,325 at 4% or $66,883 at 6%; with 100% employer match about $75,244 at 4% or $50,163 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-18$1,037,347$108,351$6,020iApproximate average salary by contribution assumption: employee only about $150,488 at 4% or $100,325 at 6%; with 50% employer match about $100,325 at 4% or $66,883 at 6%; with 100% employer match about $75,244 at 4% or $50,163 at 6%.
2013117$1,154,525$111,506$6,559iApproximate average salary by contribution assumption: employee only about $163,979 at 4% or $109,320 at 6%; with 50% employer match about $109,320 at 4% or $72,880 at 6%; with 100% employer match about $81,990 at 4% or $54,660 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-17$1,154,525$111,506$6,559iApproximate average salary by contribution assumption: employee only about $163,979 at 4% or $109,320 at 6%; with 50% employer match about $109,320 at 4% or $72,880 at 6%; with 100% employer match about $81,990 at 4% or $54,660 at 6%.
2012117$958,190$101,653$5,980iApproximate average salary by contribution assumption: employee only about $149,490 at 4% or $99,660 at 6%; with 50% employer match about $99,660 at 4% or $66,440 at 6%; with 100% employer match about $74,745 at 4% or $49,830 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-17$958,190$101,653$5,980iApproximate average salary by contribution assumption: employee only about $149,490 at 4% or $99,660 at 6%; with 50% employer match about $99,660 at 4% or $66,440 at 6%; with 100% employer match about $74,745 at 4% or $49,830 at 6%.
2011113$827,009$101,019$7,771iApproximate average salary by contribution assumption: employee only about $194,267 at 4% or $129,512 at 6%; with 50% employer match about $129,512 at 4% or $86,341 at 6%; with 100% employer match about $97,134 at 4% or $64,756 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-13$827,009$101,019$7,771iApproximate average salary by contribution assumption: employee only about $194,267 at 4% or $129,512 at 6%; with 50% employer match about $129,512 at 4% or $86,341 at 6%; with 100% employer match about $97,134 at 4% or $64,756 at 6%.
2010112$761,868$679,335$56,611iApproximate average salary by contribution assumption: employee only about $1,415,281 at 4% or $943,521 at 6%; with 50% employer match about $943,521 at 4% or $629,014 at 6%; with 100% employer match about $707,641 at 4% or $471,760 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-12$761,868$679,335$56,611iApproximate average salary by contribution assumption: employee only about $1,415,281 at 4% or $943,521 at 6%; with 50% employer match about $943,521 at 4% or $629,014 at 6%; with 100% employer match about $707,641 at 4% or $471,760 at 6%.
2009118$3,213$3,218$179iApproximate average salary by contribution assumption: employee only about $4,469 at 4% or $2,980 at 6%; with 50% employer match about $2,980 at 4% or $1,986 at 6%; with 100% employer match about $2,235 at 4% or $1,490 at 6%.
Stephen Burke, D.D.S. M.S. Inc. 401(K) Profit Sharing Plan-18$3,213$3,218$179iApproximate average salary by contribution assumption: employee only about $4,469 at 4% or $2,980 at 6%; with 50% employer match about $2,980 at 4% or $1,986 at 6%; with 100% employer match about $2,235 at 4% or $1,490 at 6%.