Civic Intelligence

Steven Burt & Associates Inc.

Plan context: Steven Burt & Associates Inc. 401K Profit Sharing Plan

EIN 33-0499024 • Bermuda Dunes, CA • 22 filings • 8 plans

78755 Darby RoadBermuda Dunes, CA 92203
Current Snapshot

Latest Year

2024

2024 Participants

110

2024 Assets

$914,397

2024 Contributions

$63,966

Historical Graphs

Total Assets Over Time

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

$1,444,713$722,357$0199920062011YearValue
$914,397Latest year 2011

Participants Over Time

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

2541270199920092024YearValue
110Latest 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
20241110$0$0-
Vintage Associates-110---
20231119$0$0-
Vintage Associates-119---
20221123$0$0-
Vintage Associates-123---
20211117$0$0-
Vintage Associates-117---
20201126$0$0-
Vintage Associates-126---
2018198$0$0-
Vintage Associates-98---
20171108$0$0-
Vintage Associates-108---
201210$0$0-
Steven Burt & Associates Inc. 401K Profit Sharing Plan-0$0$0-
2011134$914,397$63,966$1,881iApproximate average salary by contribution assumption: employee only about $47,034 at 4% or $31,356 at 6%; with 50% employer match about $31,356 at 4% or $20,904 at 6%; with 100% employer match about $23,517 at 4% or $15,678 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-34$914,397$63,966$1,881iApproximate average salary by contribution assumption: employee only about $47,034 at 4% or $31,356 at 6%; with 50% employer match about $31,356 at 4% or $20,904 at 6%; with 100% employer match about $23,517 at 4% or $15,678 at 6%.
20101248$941,659$72,162$291iApproximate average salary by contribution assumption: employee only about $7,274 at 4% or $4,850 at 6%; with 50% employer match about $4,850 at 4% or $3,233 at 6%; with 100% employer match about $3,637 at 4% or $2,425 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-248$941,659$72,162$291iApproximate average salary by contribution assumption: employee only about $7,274 at 4% or $4,850 at 6%; with 50% employer match about $4,850 at 4% or $3,233 at 6%; with 100% employer match about $3,637 at 4% or $2,425 at 6%.
20091246$863,546$79,581$324iApproximate average salary by contribution assumption: employee only about $8,088 at 4% or $5,392 at 6%; with 50% employer match about $5,392 at 4% or $3,594 at 6%; with 100% employer match about $4,044 at 4% or $2,696 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-246$863,546$79,581$324iApproximate average salary by contribution assumption: employee only about $8,088 at 4% or $5,392 at 6%; with 50% employer match about $5,392 at 4% or $3,594 at 6%; with 100% employer match about $4,044 at 4% or $2,696 at 6%.
20081254$754,811$85,852$338iApproximate average salary by contribution assumption: employee only about $8,450 at 4% or $5,633 at 6%; with 50% employer match about $5,633 at 4% or $3,756 at 6%; with 100% employer match about $4,225 at 4% or $2,817 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-254$754,811$85,852$338iApproximate average salary by contribution assumption: employee only about $8,450 at 4% or $5,633 at 6%; with 50% employer match about $5,633 at 4% or $3,756 at 6%; with 100% employer match about $4,225 at 4% or $2,817 at 6%.
20071226$915,956$111,521$493iApproximate average salary by contribution assumption: employee only about $12,336 at 4% or $8,224 at 6%; with 50% employer match about $8,224 at 4% or $5,483 at 6%; with 100% employer match about $6,168 at 4% or $4,112 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-226$915,956$111,521$493iApproximate average salary by contribution assumption: employee only about $12,336 at 4% or $8,224 at 6%; with 50% employer match about $8,224 at 4% or $5,483 at 6%; with 100% employer match about $6,168 at 4% or $4,112 at 6%.
20061212$863,232$139,584$658iApproximate average salary by contribution assumption: employee only about $16,460 at 4% or $10,974 at 6%; with 50% employer match about $10,974 at 4% or $7,316 at 6%; with 100% employer match about $8,230 at 4% or $5,487 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-212$863,232$139,584$658iApproximate average salary by contribution assumption: employee only about $16,460 at 4% or $10,974 at 6%; with 50% employer match about $10,974 at 4% or $7,316 at 6%; with 100% employer match about $8,230 at 4% or $5,487 at 6%.
20052181$1,444,713$639,906$3,535iApproximate average salary by contribution assumption: employee only about $88,385 at 4% or $58,923 at 6%; with 50% employer match about $58,923 at 4% or $39,282 at 6%; with 100% employer match about $44,192 at 4% or $29,462 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-181$736,244$310,984$1,718iApproximate average salary by contribution assumption: employee only about $42,954 at 4% or $28,636 at 6%; with 50% employer match about $28,636 at 4% or $19,090 at 6%; with 100% employer match about $21,477 at 4% or $14,318 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-181$708,469$328,922$1,817iApproximate average salary by contribution assumption: employee only about $45,431 at 4% or $30,287 at 6%; with 50% employer match about $30,287 at 4% or $20,192 at 6%; with 100% employer match about $22,716 at 4% or $15,144 at 6%.
20041131$425,190$60,464$462iApproximate average salary by contribution assumption: employee only about $11,539 at 4% or $7,693 at 6%; with 50% employer match about $7,693 at 4% or $5,128 at 6%; with 100% employer match about $5,769 at 4% or $3,846 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-131$425,190$60,464$462iApproximate average salary by contribution assumption: employee only about $11,539 at 4% or $7,693 at 6%; with 50% employer match about $7,693 at 4% or $5,128 at 6%; with 100% employer match about $5,769 at 4% or $3,846 at 6%.
20031114$0$0-
Steven Burt & Associates Inc. 401K Profit Sharing Plan-114---
20021111$229,314$69,597$627iApproximate average salary by contribution assumption: employee only about $15,675 at 4% or $10,450 at 6%; with 50% employer match about $10,450 at 4% or $6,967 at 6%; with 100% employer match about $7,838 at 4% or $5,225 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-111$229,314$69,597$627iApproximate average salary by contribution assumption: employee only about $15,675 at 4% or $10,450 at 6%; with 50% employer match about $10,450 at 4% or $6,967 at 6%; with 100% employer match about $7,838 at 4% or $5,225 at 6%.
2001172$0$0-
Steven Burt & Associates Inc. 401K Profit Sharing Plan-72---
2000164$172,567$65,359$1,021iApproximate average salary by contribution assumption: employee only about $25,531 at 4% or $17,021 at 6%; with 50% employer match about $17,021 at 4% or $11,347 at 6%; with 100% employer match about $12,765 at 4% or $8,510 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-64$172,567$65,359$1,021iApproximate average salary by contribution assumption: employee only about $25,531 at 4% or $17,021 at 6%; with 50% employer match about $17,021 at 4% or $11,347 at 6%; with 100% employer match about $12,765 at 4% or $8,510 at 6%.
1999167$151,528$69,736$1,041iApproximate average salary by contribution assumption: employee only about $26,021 at 4% or $17,347 at 6%; with 50% employer match about $17,347 at 4% or $11,565 at 6%; with 100% employer match about $13,010 at 4% or $8,674 at 6%.
Steven Burt & Associates Inc. 401K Profit Sharing Plan-67$151,528$69,736$1,041iApproximate average salary by contribution assumption: employee only about $26,021 at 4% or $17,347 at 6%; with 50% employer match about $17,347 at 4% or $11,565 at 6%; with 100% employer match about $13,010 at 4% or $8,674 at 6%.