Burkland Associates LLC
Plan context: Burkland Associates LLC 401(K) Plan
EIN 27-3835270 • Larkspur, CA • 16 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
106
2024 Assets
$6,851,546
2024 Contributions
$2,306,077
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 | 2 | 106 | $6,851,546 | $2,306,077 | $21,755iApproximate average salary by contribution assumption: employee only about $543,886 at 4% or $362,591 at 6%; with 50% employer match about $362,591 at 4% or $241,727 at 6%; with 100% employer match about $271,943 at 4% or $181,295 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 106 | $6,851,546 | $2,306,077 | $21,755iApproximate average salary by contribution assumption: employee only about $543,886 at 4% or $362,591 at 6%; with 50% employer match about $362,591 at 4% or $241,727 at 6%; with 100% employer match about $271,943 at 4% or $181,295 at 6%. |
| Burkland Associates | - | 104 | - | - | - |
| 2023 | 2 | 109 | $5,256,094 | $2,076,110 | $19,047iApproximate average salary by contribution assumption: employee only about $476,172 at 4% or $317,448 at 6%; with 50% employer match about $317,448 at 4% or $211,632 at 6%; with 100% employer match about $238,086 at 4% or $158,724 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 109 | $5,256,094 | $2,076,110 | $19,047iApproximate average salary by contribution assumption: employee only about $476,172 at 4% or $317,448 at 6%; with 50% employer match about $317,448 at 4% or $211,632 at 6%; with 100% employer match about $238,086 at 4% or $158,724 at 6%. |
| Burkland Associates | - | 104 | - | - | - |
| 2022 | 1 | 141 | $3,356,133 | $1,255,404 | $8,904iApproximate average salary by contribution assumption: employee only about $222,589 at 4% or $148,393 at 6%; with 50% employer match about $148,393 at 4% or $98,929 at 6%; with 100% employer match about $111,295 at 4% or $74,196 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 141 | $3,356,133 | $1,255,404 | $8,904iApproximate average salary by contribution assumption: employee only about $222,589 at 4% or $148,393 at 6%; with 50% employer match about $148,393 at 4% or $98,929 at 6%; with 100% employer match about $111,295 at 4% or $74,196 at 6%. |
| 2021 | 1 | 86 | $2,955,776 | $848,704 | $9,869iApproximate average salary by contribution assumption: employee only about $246,716 at 4% or $164,478 at 6%; with 50% employer match about $164,478 at 4% or $109,652 at 6%; with 100% employer match about $123,358 at 4% or $82,239 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 86 | $2,955,776 | $848,704 | $9,869iApproximate average salary by contribution assumption: employee only about $246,716 at 4% or $164,478 at 6%; with 50% employer match about $164,478 at 4% or $109,652 at 6%; with 100% employer match about $123,358 at 4% or $82,239 at 6%. |
| 2020 | 1 | 56 | $1,821,220 | $655,368 | $11,703iApproximate average salary by contribution assumption: employee only about $292,575 at 4% or $195,050 at 6%; with 50% employer match about $195,050 at 4% or $130,033 at 6%; with 100% employer match about $146,288 at 4% or $97,525 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 56 | $1,821,220 | $655,368 | $11,703iApproximate average salary by contribution assumption: employee only about $292,575 at 4% or $195,050 at 6%; with 50% employer match about $195,050 at 4% or $130,033 at 6%; with 100% employer match about $146,288 at 4% or $97,525 at 6%. |
| 2019 | 1 | 37 | $974,198 | $368,390 | $9,956iApproximate average salary by contribution assumption: employee only about $248,912 at 4% or $165,941 at 6%; with 50% employer match about $165,941 at 4% or $110,628 at 6%; with 100% employer match about $124,456 at 4% or $82,971 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 37 | $974,198 | $368,390 | $9,956iApproximate average salary by contribution assumption: employee only about $248,912 at 4% or $165,941 at 6%; with 50% employer match about $165,941 at 4% or $110,628 at 6%; with 100% employer match about $124,456 at 4% or $82,971 at 6%. |
| 2018 | 1 | 14 | $479,126 | $177,778 | $12,698iApproximate average salary by contribution assumption: employee only about $317,461 at 4% or $211,640 at 6%; with 50% employer match about $211,640 at 4% or $141,094 at 6%; with 100% employer match about $158,730 at 4% or $105,820 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 14 | $479,126 | $177,778 | $12,698iApproximate average salary by contribution assumption: employee only about $317,461 at 4% or $211,640 at 6%; with 50% employer match about $211,640 at 4% or $141,094 at 6%; with 100% employer match about $158,730 at 4% or $105,820 at 6%. |
| 2017 | 1 | 9 | $308,344 | $96,593 | $10,733iApproximate average salary by contribution assumption: employee only about $268,314 at 4% or $178,876 at 6%; with 50% employer match about $178,876 at 4% or $119,251 at 6%; with 100% employer match about $134,157 at 4% or $89,438 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 9 | $308,344 | $96,593 | $10,733iApproximate average salary by contribution assumption: employee only about $268,314 at 4% or $178,876 at 6%; with 50% employer match about $178,876 at 4% or $119,251 at 6%; with 100% employer match about $134,157 at 4% or $89,438 at 6%. |
| 2016 | 1 | 5 | $166,095 | $54,000 | $10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 5 | $166,095 | $54,000 | $10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%. |
| 2015 | 1 | 4 | $96,115 | $44,532 | $11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 4 | $96,115 | $44,532 | $11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%. |
| 2014 | 1 | 1 | $53,317 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 1 | $53,317 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| 2013 | 1 | 1 | $25,347 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| Burkland Associates LLC 401(K) Plan | - | 1 | $25,347 | $23,000 | $23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%. |
| 2012 | 1 | 0 | $0 | $10,267 | - |
| BURKLAND & ASSOCIATES 401(K) PLAN | - | 0 | $0 | $10,267 | - |
| 2011 | 1 | 1 | $24,271 | $24,286 | $24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%. |
| BURKLAND & ASSOCIATES 401(K) PLAN | - | 1 | $24,271 | $24,286 | $24,286iApproximate average salary by contribution assumption: employee only about $607,150 at 4% or $404,767 at 6%; with 50% employer match about $404,767 at 4% or $269,844 at 6%; with 100% employer match about $303,575 at 4% or $202,383 at 6%. |