Hal Burns & Associates Inc.
Plan context: Hal Burns & Associates Inc. 401K Plan
EIN 27-3728846 • Ontario, CA • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$425,226
2024 Contributions
$83,707
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 | 5 | $425,226 | $83,707 | $16,741iApproximate average salary by contribution assumption: employee only about $418,535 at 4% or $279,023 at 6%; with 50% employer match about $279,023 at 4% or $186,016 at 6%; with 100% employer match about $209,268 at 4% or $139,512 at 6%. |
| Hal Burns & Associates Inc. 401K Plan | - | 5 | $425,226 | $83,707 | $16,741iApproximate average salary by contribution assumption: employee only about $418,535 at 4% or $279,023 at 6%; with 50% employer match about $279,023 at 4% or $186,016 at 6%; with 100% employer match about $209,268 at 4% or $139,512 at 6%. |
| 2023 | 1 | 4 | $289,962 | $49,774 | $12,444iApproximate average salary by contribution assumption: employee only about $311,088 at 4% or $207,392 at 6%; with 50% employer match about $207,392 at 4% or $138,261 at 6%; with 100% employer match about $155,544 at 4% or $103,696 at 6%. |
| Hal Burns & Associates Inc. 401K Plan | - | 4 | $289,962 | $49,774 | $12,444iApproximate average salary by contribution assumption: employee only about $311,088 at 4% or $207,392 at 6%; with 50% employer match about $207,392 at 4% or $138,261 at 6%; with 100% employer match about $155,544 at 4% or $103,696 at 6%. |
| 2022 | 1 | 5 | $198,295 | $36,731 | $7,346iApproximate average salary by contribution assumption: employee only about $183,655 at 4% or $122,437 at 6%; with 50% employer match about $122,437 at 4% or $81,624 at 6%; with 100% employer match about $91,828 at 4% or $61,218 at 6%. |
| Hal Burns & Associates Inc. 401K Plan | - | 5 | $198,295 | $36,731 | $7,346iApproximate average salary by contribution assumption: employee only about $183,655 at 4% or $122,437 at 6%; with 50% employer match about $122,437 at 4% or $81,624 at 6%; with 100% employer match about $91,828 at 4% or $61,218 at 6%. |
| 2021 | 1 | 4 | $199,480 | $27,731 | $6,933iApproximate average salary by contribution assumption: employee only about $173,319 at 4% or $115,546 at 6%; with 50% employer match about $115,546 at 4% or $77,031 at 6%; with 100% employer match about $86,659 at 4% or $57,773 at 6%. |
| Hal Burns & Associates Inc. 401K Plan | - | 4 | $199,480 | $27,731 | $6,933iApproximate average salary by contribution assumption: employee only about $173,319 at 4% or $115,546 at 6%; with 50% employer match about $115,546 at 4% or $77,031 at 6%; with 100% employer match about $86,659 at 4% or $57,773 at 6%. |
| 2020 | 1 | 3 | $157,639 | $156,191 | $52,064iApproximate average salary by contribution assumption: employee only about $1,301,592 at 4% or $867,728 at 6%; with 50% employer match about $867,728 at 4% or $578,485 at 6%; with 100% employer match about $650,796 at 4% or $433,864 at 6%. |
| Hal Burns & Associates Inc. 401K Plan | - | 3 | $157,639 | $156,191 | $52,064iApproximate average salary by contribution assumption: employee only about $1,301,592 at 4% or $867,728 at 6%; with 50% employer match about $867,728 at 4% or $578,485 at 6%; with 100% employer match about $650,796 at 4% or $433,864 at 6%. |
| 2019 | 1 | 7 | $142,778 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 7 | $142,778 | - | - |
| 2018 | 1 | 4 | $339,252 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 4 | $339,252 | - | - |
| 2017 | 1 | 2 | $266,304 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 2 | $266,304 | - | - |
| 2016 | 1 | 3 | $207,079 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 3 | $207,079 | - | - |
| 2015 | 1 | 4 | $251,871 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 4 | $251,871 | - | - |
| 2014 | 1 | 2 | $202,102 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 2 | $202,102 | - | - |
| 2013 | 1 | 2 | $167,264 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 2 | $167,264 | - | - |
| 2012 | 1 | 2 | $218,028 | $0 | - |
| Hal Burns & Associates Inc. 401K Plan | - | 2 | $218,028 | - | - |