Civic Intelligence

Burnham USA Equities Inc.

Plan context: Burnham USA Equities Inc. 401-K Plan

EIN 33-0354613 • Newport Beach, CA • 20 filings • 1 plans

860 Newport Center DriveSuite 150Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,438,515

2025 Contributions

$61,701

Historical Graphs

Total Assets Over Time

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

$1,438,515$719,258$0200620162025YearValue
$1,438,515Latest year 2025

Participants Over Time

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

1160200620162025YearValue
5Latest year 2025

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
202515$1,438,515$61,701$12,340iApproximate average salary by contribution assumption: employee only about $308,505 at 4% or $205,670 at 6%; with 50% employer match about $205,670 at 4% or $137,113 at 6%; with 100% employer match about $154,253 at 4% or $102,835 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$1,438,515$61,701$12,340iApproximate average salary by contribution assumption: employee only about $308,505 at 4% or $205,670 at 6%; with 50% employer match about $205,670 at 4% or $137,113 at 6%; with 100% employer match about $154,253 at 4% or $102,835 at 6%.
202415$1,190,952$217,478$43,496iApproximate average salary by contribution assumption: employee only about $1,087,390 at 4% or $724,927 at 6%; with 50% employer match about $724,927 at 4% or $483,284 at 6%; with 100% employer match about $543,695 at 4% or $362,463 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$1,190,952$217,478$43,496iApproximate average salary by contribution assumption: employee only about $1,087,390 at 4% or $724,927 at 6%; with 50% employer match about $724,927 at 4% or $483,284 at 6%; with 100% employer match about $543,695 at 4% or $362,463 at 6%.
202316$1,102,728$45,223$7,537iApproximate average salary by contribution assumption: employee only about $188,429 at 4% or $125,619 at 6%; with 50% employer match about $125,619 at 4% or $83,746 at 6%; with 100% employer match about $94,215 at 4% or $62,810 at 6%.
Burnham USA Equities Inc. 401-K Plan-6$1,102,728$45,223$7,537iApproximate average salary by contribution assumption: employee only about $188,429 at 4% or $125,619 at 6%; with 50% employer match about $125,619 at 4% or $83,746 at 6%; with 100% employer match about $94,215 at 4% or $62,810 at 6%.
202213$921,399$83,805$27,935iApproximate average salary by contribution assumption: employee only about $698,375 at 4% or $465,583 at 6%; with 50% employer match about $465,583 at 4% or $310,389 at 6%; with 100% employer match about $349,188 at 4% or $232,792 at 6%.
Burnham USA Equities Inc. 401-K Plan-3$921,399$83,805$27,935iApproximate average salary by contribution assumption: employee only about $698,375 at 4% or $465,583 at 6%; with 50% employer match about $465,583 at 4% or $310,389 at 6%; with 100% employer match about $349,188 at 4% or $232,792 at 6%.
202115$1,202,153$92,254$18,451iApproximate average salary by contribution assumption: employee only about $461,270 at 4% or $307,513 at 6%; with 50% employer match about $307,513 at 4% or $205,009 at 6%; with 100% employer match about $230,635 at 4% or $153,757 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$1,202,153$92,254$18,451iApproximate average salary by contribution assumption: employee only about $461,270 at 4% or $307,513 at 6%; with 50% employer match about $307,513 at 4% or $205,009 at 6%; with 100% employer match about $230,635 at 4% or $153,757 at 6%.
202014$968,188$69,757$17,439iApproximate average salary by contribution assumption: employee only about $435,981 at 4% or $290,654 at 6%; with 50% employer match about $290,654 at 4% or $193,769 at 6%; with 100% employer match about $217,991 at 4% or $145,327 at 6%.
Burnham USA Equities Inc. 401-K Plan-4$968,188$69,757$17,439iApproximate average salary by contribution assumption: employee only about $435,981 at 4% or $290,654 at 6%; with 50% employer match about $290,654 at 4% or $193,769 at 6%; with 100% employer match about $217,991 at 4% or $145,327 at 6%.
201914$769,531$77,358$19,340iApproximate average salary by contribution assumption: employee only about $483,488 at 4% or $322,325 at 6%; with 50% employer match about $322,325 at 4% or $214,883 at 6%; with 100% employer match about $241,744 at 4% or $161,163 at 6%.
Burnham USA Equities Inc. 401-K Plan-4$769,531$77,358$19,340iApproximate average salary by contribution assumption: employee only about $483,488 at 4% or $322,325 at 6%; with 50% employer match about $322,325 at 4% or $214,883 at 6%; with 100% employer match about $241,744 at 4% or $161,163 at 6%.
201814$571,613$73,083$18,271iApproximate average salary by contribution assumption: employee only about $456,769 at 4% or $304,513 at 6%; with 50% employer match about $304,513 at 4% or $203,008 at 6%; with 100% employer match about $228,384 at 4% or $152,256 at 6%.
Burnham USA Equities Inc. 401-K Plan-4$571,613$73,083$18,271iApproximate average salary by contribution assumption: employee only about $456,769 at 4% or $304,513 at 6%; with 50% employer match about $304,513 at 4% or $203,008 at 6%; with 100% employer match about $228,384 at 4% or $152,256 at 6%.
201715$576,657$73,963$14,793iApproximate average salary by contribution assumption: employee only about $369,815 at 4% or $246,543 at 6%; with 50% employer match about $246,543 at 4% or $164,362 at 6%; with 100% employer match about $184,908 at 4% or $123,272 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$576,657$73,963$14,793iApproximate average salary by contribution assumption: employee only about $369,815 at 4% or $246,543 at 6%; with 50% employer match about $246,543 at 4% or $164,362 at 6%; with 100% employer match about $184,908 at 4% or $123,272 at 6%.
201615$458,722$72,953$14,591iApproximate average salary by contribution assumption: employee only about $364,765 at 4% or $243,177 at 6%; with 50% employer match about $243,177 at 4% or $162,118 at 6%; with 100% employer match about $182,383 at 4% or $121,588 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$458,722$72,953$14,591iApproximate average salary by contribution assumption: employee only about $364,765 at 4% or $243,177 at 6%; with 50% employer match about $243,177 at 4% or $162,118 at 6%; with 100% employer match about $182,383 at 4% or $121,588 at 6%.
201515$357,557$70,831$14,166iApproximate average salary by contribution assumption: employee only about $354,155 at 4% or $236,103 at 6%; with 50% employer match about $236,103 at 4% or $157,402 at 6%; with 100% employer match about $177,078 at 4% or $118,052 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$357,557$70,831$14,166iApproximate average salary by contribution assumption: employee only about $354,155 at 4% or $236,103 at 6%; with 50% employer match about $236,103 at 4% or $157,402 at 6%; with 100% employer match about $177,078 at 4% or $118,052 at 6%.
201414$295,191$52,143$13,036iApproximate average salary by contribution assumption: employee only about $325,894 at 4% or $217,263 at 6%; with 50% employer match about $217,263 at 4% or $144,842 at 6%; with 100% employer match about $162,947 at 4% or $108,631 at 6%.
Burnham USA Equities Inc. 401-K Plan-4$295,191$52,143$13,036iApproximate average salary by contribution assumption: employee only about $325,894 at 4% or $217,263 at 6%; with 50% employer match about $217,263 at 4% or $144,842 at 6%; with 100% employer match about $162,947 at 4% or $108,631 at 6%.
201313$230,488$53,159$17,720iApproximate average salary by contribution assumption: employee only about $442,992 at 4% or $295,328 at 6%; with 50% employer match about $295,328 at 4% or $196,885 at 6%; with 100% employer match about $221,496 at 4% or $147,664 at 6%.
Burnham USA Equities Inc. 401-K Plan-3$230,488$53,159$17,720iApproximate average salary by contribution assumption: employee only about $442,992 at 4% or $295,328 at 6%; with 50% employer match about $295,328 at 4% or $196,885 at 6%; with 100% employer match about $221,496 at 4% or $147,664 at 6%.
201212$143,236$22,309$11,155iApproximate average salary by contribution assumption: employee only about $278,863 at 4% or $185,908 at 6%; with 50% employer match about $185,908 at 4% or $123,939 at 6%; with 100% employer match about $139,431 at 4% or $92,954 at 6%.
Burnham USA Equities Inc. 401-K Plan-2$143,236$22,309$11,155iApproximate average salary by contribution assumption: employee only about $278,863 at 4% or $185,908 at 6%; with 50% employer match about $185,908 at 4% or $123,939 at 6%; with 100% employer match about $139,431 at 4% or $92,954 at 6%.
201113$106,282$46,835$15,612iApproximate average salary by contribution assumption: employee only about $390,292 at 4% or $260,194 at 6%; with 50% employer match about $260,194 at 4% or $173,463 at 6%; with 100% employer match about $195,146 at 4% or $130,097 at 6%.
Burnham USA Equities Inc. 401-K Plan-3$106,282$46,835$15,612iApproximate average salary by contribution assumption: employee only about $390,292 at 4% or $260,194 at 6%; with 50% employer match about $260,194 at 4% or $173,463 at 6%; with 100% employer match about $195,146 at 4% or $130,097 at 6%.
201015$70,210$25,149$5,030iApproximate average salary by contribution assumption: employee only about $125,745 at 4% or $83,830 at 6%; with 50% employer match about $83,830 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,915 at 6%.
Burnham USA Equities Inc. 401-K Plan-5$70,210$25,149$5,030iApproximate average salary by contribution assumption: employee only about $125,745 at 4% or $83,830 at 6%; with 50% employer match about $83,830 at 4% or $55,887 at 6%; with 100% employer match about $62,873 at 4% or $41,915 at 6%.
200912$36,671$17,066$8,533iApproximate average salary by contribution assumption: employee only about $213,325 at 4% or $142,217 at 6%; with 50% employer match about $142,217 at 4% or $94,811 at 6%; with 100% employer match about $106,663 at 4% or $71,108 at 6%.
Burnham USA Equities Inc. 401-K Plan-2$36,671$17,066$8,533iApproximate average salary by contribution assumption: employee only about $213,325 at 4% or $142,217 at 6%; with 50% employer match about $142,217 at 4% or $94,811 at 6%; with 100% employer match about $106,663 at 4% or $71,108 at 6%.
2008111$12,509$13,030$1,185iApproximate average salary by contribution assumption: employee only about $29,614 at 4% or $19,742 at 6%; with 50% employer match about $19,742 at 4% or $13,162 at 6%; with 100% employer match about $14,807 at 4% or $9,871 at 6%.
Burnham USA Equities Inc. 401-K Plan-11$12,509$13,030$1,185iApproximate average salary by contribution assumption: employee only about $29,614 at 4% or $19,742 at 6%; with 50% employer match about $19,742 at 4% or $13,162 at 6%; with 100% employer match about $14,807 at 4% or $9,871 at 6%.
2007111$3,646$2,077$189iApproximate average salary by contribution assumption: employee only about $4,720 at 4% or $3,147 at 6%; with 50% employer match about $3,147 at 4% or $2,098 at 6%; with 100% employer match about $2,360 at 4% or $1,573 at 6%.
Burnham USA Equities Inc. 401-K Plan-11$3,646$2,077$189iApproximate average salary by contribution assumption: employee only about $4,720 at 4% or $3,147 at 6%; with 50% employer match about $3,147 at 4% or $2,098 at 6%; with 100% employer match about $2,360 at 4% or $1,573 at 6%.
200618$1,312$1,231$154iApproximate average salary by contribution assumption: employee only about $3,847 at 4% or $2,565 at 6%; with 50% employer match about $2,565 at 4% or $1,710 at 6%; with 100% employer match about $1,923 at 4% or $1,282 at 6%.
Burnham USA Equities Inc. 401-K Plan-8$1,312$1,231$154iApproximate average salary by contribution assumption: employee only about $3,847 at 4% or $2,565 at 6%; with 50% employer match about $2,565 at 4% or $1,710 at 6%; with 100% employer match about $1,923 at 4% or $1,282 at 6%.