Civic Intelligence

Daniel L. Burkhead, Dds

Plan context: Daniel L. Burkhead, Dds Money Purchase Plan

EIN 33-0505459 • Newport Beach, CA • 20 filings • 3 plans

1441 Avocado Ave Ste 606Newport Beach, CA 92660-7707
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$2,261,840

2018 Contributions

$59,072

Historical Graphs

Total Assets Over Time

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

$2,261,840$1,130,920$0199920102017YearValue
$2,261,840Latest year 2017

Participants Over Time

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

630199920082017YearValue
3Latest year 2017

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
201810$0$59,072-
Daniel L. Burkhead, Dds Money Purchase Plan-0$0$59,072-
201713$2,261,840$58,470$19,490iApproximate average salary by contribution assumption: employee only about $487,250 at 4% or $324,833 at 6%; with 50% employer match about $324,833 at 4% or $216,556 at 6%; with 100% employer match about $243,625 at 4% or $162,417 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-3$2,261,840$58,470$19,490iApproximate average salary by contribution assumption: employee only about $487,250 at 4% or $324,833 at 6%; with 50% employer match about $324,833 at 4% or $216,556 at 6%; with 100% employer match about $243,625 at 4% or $162,417 at 6%.
201614$1,989,683$57,586$14,397iApproximate average salary by contribution assumption: employee only about $359,913 at 4% or $239,942 at 6%; with 50% employer match about $239,942 at 4% or $159,961 at 6%; with 100% employer match about $179,956 at 4% or $119,971 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$1,989,683$57,586$14,397iApproximate average salary by contribution assumption: employee only about $359,913 at 4% or $239,942 at 6%; with 50% employer match about $239,942 at 4% or $159,961 at 6%; with 100% employer match about $179,956 at 4% or $119,971 at 6%.
201514$1,781,242$60,156$15,039iApproximate average salary by contribution assumption: employee only about $375,975 at 4% or $250,650 at 6%; with 50% employer match about $250,650 at 4% or $167,100 at 6%; with 100% employer match about $187,988 at 4% or $125,325 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$1,781,242$60,156$15,039iApproximate average salary by contribution assumption: employee only about $375,975 at 4% or $250,650 at 6%; with 50% employer match about $250,650 at 4% or $167,100 at 6%; with 100% employer match about $187,988 at 4% or $125,325 at 6%.
201414$1,752,468$59,428$14,857iApproximate average salary by contribution assumption: employee only about $371,425 at 4% or $247,617 at 6%; with 50% employer match about $247,617 at 4% or $165,078 at 6%; with 100% employer match about $185,713 at 4% or $123,808 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$1,752,468$59,428$14,857iApproximate average salary by contribution assumption: employee only about $371,425 at 4% or $247,617 at 6%; with 50% employer match about $247,617 at 4% or $165,078 at 6%; with 100% employer match about $185,713 at 4% or $123,808 at 6%.
201314$1,578,844$59,026$14,757iApproximate average salary by contribution assumption: employee only about $368,913 at 4% or $245,942 at 6%; with 50% employer match about $245,942 at 4% or $163,961 at 6%; with 100% employer match about $184,456 at 4% or $122,971 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$1,578,844$59,026$14,757iApproximate average salary by contribution assumption: employee only about $368,913 at 4% or $245,942 at 6%; with 50% employer match about $245,942 at 4% or $163,961 at 6%; with 100% employer match about $184,456 at 4% or $122,971 at 6%.
201214$1,257,104$56,913$14,228iApproximate average salary by contribution assumption: employee only about $355,706 at 4% or $237,138 at 6%; with 50% employer match about $237,138 at 4% or $158,092 at 6%; with 100% employer match about $177,853 at 4% or $118,569 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$1,257,104$56,913$14,228iApproximate average salary by contribution assumption: employee only about $355,706 at 4% or $237,138 at 6%; with 50% employer match about $237,138 at 4% or $158,092 at 6%; with 100% employer match about $177,853 at 4% or $118,569 at 6%.
201114$1,059,890$56,438$14,110iApproximate average salary by contribution assumption: employee only about $352,738 at 4% or $235,158 at 6%; with 50% employer match about $235,158 at 4% or $156,772 at 6%; with 100% employer match about $176,369 at 4% or $117,579 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$1,059,890$56,438$14,110iApproximate average salary by contribution assumption: employee only about $352,738 at 4% or $235,158 at 6%; with 50% employer match about $235,158 at 4% or $156,772 at 6%; with 100% employer match about $176,369 at 4% or $117,579 at 6%.
201015$975,856$55,575$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-5$975,856$55,575$11,115iApproximate average salary by contribution assumption: employee only about $277,875 at 4% or $185,250 at 6%; with 50% employer match about $185,250 at 4% or $123,500 at 6%; with 100% employer match about $138,938 at 4% or $92,625 at 6%.
200915$864,869$56,824$11,365iApproximate average salary by contribution assumption: employee only about $284,120 at 4% or $189,413 at 6%; with 50% employer match about $189,413 at 4% or $126,276 at 6%; with 100% employer match about $142,060 at 4% or $94,707 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-5$864,869$56,824$11,365iApproximate average salary by contribution assumption: employee only about $284,120 at 4% or $189,413 at 6%; with 50% employer match about $189,413 at 4% or $126,276 at 6%; with 100% employer match about $142,060 at 4% or $94,707 at 6%.
200815$741,760$52,120$10,424iApproximate average salary by contribution assumption: employee only about $260,600 at 4% or $173,733 at 6%; with 50% employer match about $173,733 at 4% or $115,822 at 6%; with 100% employer match about $130,300 at 4% or $86,867 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-5$741,760$52,120$10,424iApproximate average salary by contribution assumption: employee only about $260,600 at 4% or $173,733 at 6%; with 50% employer match about $173,733 at 4% or $115,822 at 6%; with 100% employer match about $130,300 at 4% or $86,867 at 6%.
200716$0$0-
Daniel L. Burkhead, Dds Money Purchase Plan-6---
200615$721,964$53,070$10,614iApproximate average salary by contribution assumption: employee only about $265,350 at 4% or $176,900 at 6%; with 50% employer match about $176,900 at 4% or $117,933 at 6%; with 100% employer match about $132,675 at 4% or $88,450 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-5$721,964$53,070$10,614iApproximate average salary by contribution assumption: employee only about $265,350 at 4% or $176,900 at 6%; with 50% employer match about $176,900 at 4% or $117,933 at 6%; with 100% employer match about $132,675 at 4% or $88,450 at 6%.
200514$678,409$48,173$12,043iApproximate average salary by contribution assumption: employee only about $301,081 at 4% or $200,721 at 6%; with 50% employer match about $200,721 at 4% or $133,814 at 6%; with 100% employer match about $150,541 at 4% or $100,360 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$678,409$48,173$12,043iApproximate average salary by contribution assumption: employee only about $301,081 at 4% or $200,721 at 6%; with 50% employer match about $200,721 at 4% or $133,814 at 6%; with 100% employer match about $150,541 at 4% or $100,360 at 6%.
200413$626,626$45,945$15,315iApproximate average salary by contribution assumption: employee only about $382,875 at 4% or $255,250 at 6%; with 50% employer match about $255,250 at 4% or $170,167 at 6%; with 100% employer match about $191,438 at 4% or $127,625 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-3$626,626$45,945$15,315iApproximate average salary by contribution assumption: employee only about $382,875 at 4% or $255,250 at 6%; with 50% employer match about $255,250 at 4% or $170,167 at 6%; with 100% employer match about $191,438 at 4% or $127,625 at 6%.
200314$418,055$41,117$10,279iApproximate average salary by contribution assumption: employee only about $256,981 at 4% or $171,321 at 6%; with 50% employer match about $171,321 at 4% or $114,214 at 6%; with 100% employer match about $128,491 at 4% or $85,660 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$418,055$41,117$10,279iApproximate average salary by contribution assumption: employee only about $256,981 at 4% or $171,321 at 6%; with 50% employer match about $171,321 at 4% or $114,214 at 6%; with 100% employer match about $128,491 at 4% or $85,660 at 6%.
200215$371,364$45,684$9,137iApproximate average salary by contribution assumption: employee only about $228,420 at 4% or $152,280 at 6%; with 50% employer match about $152,280 at 4% or $101,520 at 6%; with 100% employer match about $114,210 at 4% or $76,140 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-5$371,364$45,684$9,137iApproximate average salary by contribution assumption: employee only about $228,420 at 4% or $152,280 at 6%; with 50% employer match about $152,280 at 4% or $101,520 at 6%; with 100% employer match about $114,210 at 4% or $76,140 at 6%.
200115$0$0-
Daniel L. Burkhead, Dds Money Purchase Plan-5---
200015$0$0-
Daniel L. Burkhead, Dds Money Purchase Plan-5---
199914$316,425$36,019$9,005iApproximate average salary by contribution assumption: employee only about $225,119 at 4% or $150,079 at 6%; with 50% employer match about $150,079 at 4% or $100,053 at 6%; with 100% employer match about $112,559 at 4% or $75,040 at 6%.
Daniel L. Burkhead, Dds Money Purchase Plan-4$316,425$36,019$9,005iApproximate average salary by contribution assumption: employee only about $225,119 at 4% or $150,079 at 6%; with 50% employer match about $150,079 at 4% or $100,053 at 6%; with 100% employer match about $112,559 at 4% or $75,040 at 6%.