Civic Intelligence

Burd & Naylor

Plan context: Burd & Naylor 401(K) Profit Sharing Plan

EIN 33-0702865 • San Juan Capistrano, CA • 17 filings • 2 plans

32031 Via FloresSan Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$2,587,765

2019 Contributions

$17,000

Historical Graphs

Total Assets Over Time

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

$2,632,409$1,316,205$0200320112018YearValue
$2,587,765Latest year 2018

Participants Over Time

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

630200320112018YearValue
4Latest year 2018

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
201910$0$17,000-
Burd & Naylor 401(K) Profit Sharing Plan-0$0$17,000-
201814$2,587,765$113,293$28,323iApproximate average salary by contribution assumption: employee only about $708,081 at 4% or $472,054 at 6%; with 50% employer match about $472,054 at 4% or $314,703 at 6%; with 100% employer match about $354,041 at 4% or $236,027 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$2,587,765$113,293$28,323iApproximate average salary by contribution assumption: employee only about $708,081 at 4% or $472,054 at 6%; with 50% employer match about $472,054 at 4% or $314,703 at 6%; with 100% employer match about $354,041 at 4% or $236,027 at 6%.
201714$2,632,409$128,530$32,133iApproximate average salary by contribution assumption: employee only about $803,313 at 4% or $535,542 at 6%; with 50% employer match about $535,542 at 4% or $357,028 at 6%; with 100% employer match about $401,656 at 4% or $267,771 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$2,632,409$128,530$32,133iApproximate average salary by contribution assumption: employee only about $803,313 at 4% or $535,542 at 6%; with 50% employer match about $535,542 at 4% or $357,028 at 6%; with 100% employer match about $401,656 at 4% or $267,771 at 6%.
201614$2,309,197$134,933$33,733iApproximate average salary by contribution assumption: employee only about $843,331 at 4% or $562,221 at 6%; with 50% employer match about $562,221 at 4% or $374,814 at 6%; with 100% employer match about $421,666 at 4% or $281,110 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$2,309,197$134,933$33,733iApproximate average salary by contribution assumption: employee only about $843,331 at 4% or $562,221 at 6%; with 50% employer match about $562,221 at 4% or $374,814 at 6%; with 100% employer match about $421,666 at 4% or $281,110 at 6%.
201514$2,010,555$133,744$33,436iApproximate average salary by contribution assumption: employee only about $835,900 at 4% or $557,267 at 6%; with 50% employer match about $557,267 at 4% or $371,511 at 6%; with 100% employer match about $417,950 at 4% or $278,633 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$2,010,555$133,744$33,436iApproximate average salary by contribution assumption: employee only about $835,900 at 4% or $557,267 at 6%; with 50% employer match about $557,267 at 4% or $371,511 at 6%; with 100% employer match about $417,950 at 4% or $278,633 at 6%.
201414$1,927,344$130,286$32,572iApproximate average salary by contribution assumption: employee only about $814,288 at 4% or $542,858 at 6%; with 50% employer match about $542,858 at 4% or $361,906 at 6%; with 100% employer match about $407,144 at 4% or $271,429 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$1,927,344$130,286$32,572iApproximate average salary by contribution assumption: employee only about $814,288 at 4% or $542,858 at 6%; with 50% employer match about $542,858 at 4% or $361,906 at 6%; with 100% employer match about $407,144 at 4% or $271,429 at 6%.
201314$1,739,621$128,607$32,152iApproximate average salary by contribution assumption: employee only about $803,794 at 4% or $535,863 at 6%; with 50% employer match about $535,863 at 4% or $357,242 at 6%; with 100% employer match about $401,897 at 4% or $267,931 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$1,739,621$128,607$32,152iApproximate average salary by contribution assumption: employee only about $803,794 at 4% or $535,863 at 6%; with 50% employer match about $535,863 at 4% or $357,242 at 6%; with 100% employer match about $401,897 at 4% or $267,931 at 6%.
201214$1,332,413$120,864$30,216iApproximate average salary by contribution assumption: employee only about $755,400 at 4% or $503,600 at 6%; with 50% employer match about $503,600 at 4% or $335,733 at 6%; with 100% employer match about $377,700 at 4% or $251,800 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$1,332,413$120,864$30,216iApproximate average salary by contribution assumption: employee only about $755,400 at 4% or $503,600 at 6%; with 50% employer match about $503,600 at 4% or $335,733 at 6%; with 100% employer match about $377,700 at 4% or $251,800 at 6%.
201114$1,041,179$117,046$29,262iApproximate average salary by contribution assumption: employee only about $731,538 at 4% or $487,692 at 6%; with 50% employer match about $487,692 at 4% or $325,128 at 6%; with 100% employer match about $365,769 at 4% or $243,846 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$1,041,179$117,046$29,262iApproximate average salary by contribution assumption: employee only about $731,538 at 4% or $487,692 at 6%; with 50% employer match about $487,692 at 4% or $325,128 at 6%; with 100% employer match about $365,769 at 4% or $243,846 at 6%.
201014$960,965$117,408$29,352iApproximate average salary by contribution assumption: employee only about $733,800 at 4% or $489,200 at 6%; with 50% employer match about $489,200 at 4% or $326,133 at 6%; with 100% employer match about $366,900 at 4% or $244,600 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$960,965$117,408$29,352iApproximate average salary by contribution assumption: employee only about $733,800 at 4% or $489,200 at 6%; with 50% employer match about $489,200 at 4% or $326,133 at 6%; with 100% employer match about $366,900 at 4% or $244,600 at 6%.
200914$750,813$117,770$29,443iApproximate average salary by contribution assumption: employee only about $736,063 at 4% or $490,708 at 6%; with 50% employer match about $490,708 at 4% or $327,139 at 6%; with 100% employer match about $368,031 at 4% or $245,354 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$750,813$117,770$29,443iApproximate average salary by contribution assumption: employee only about $736,063 at 4% or $490,708 at 6%; with 50% employer match about $490,708 at 4% or $327,139 at 6%; with 100% employer match about $368,031 at 4% or $245,354 at 6%.
200814$482,678$109,464$27,366iApproximate average salary by contribution assumption: employee only about $684,150 at 4% or $456,100 at 6%; with 50% employer match about $456,100 at 4% or $304,067 at 6%; with 100% employer match about $342,075 at 4% or $228,050 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$482,678$109,464$27,366iApproximate average salary by contribution assumption: employee only about $684,150 at 4% or $456,100 at 6%; with 50% employer match about $456,100 at 4% or $304,067 at 6%; with 100% employer match about $342,075 at 4% or $228,050 at 6%.
200714$604,104$102,598$25,650iApproximate average salary by contribution assumption: employee only about $641,238 at 4% or $427,492 at 6%; with 50% employer match about $427,492 at 4% or $284,994 at 6%; with 100% employer match about $320,619 at 4% or $213,746 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$604,104$102,598$25,650iApproximate average salary by contribution assumption: employee only about $641,238 at 4% or $427,492 at 6%; with 50% employer match about $427,492 at 4% or $284,994 at 6%; with 100% employer match about $320,619 at 4% or $213,746 at 6%.
200614$453,083$101,712$25,428iApproximate average salary by contribution assumption: employee only about $635,700 at 4% or $423,800 at 6%; with 50% employer match about $423,800 at 4% or $282,533 at 6%; with 100% employer match about $317,850 at 4% or $211,900 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$453,083$101,712$25,428iApproximate average salary by contribution assumption: employee only about $635,700 at 4% or $423,800 at 6%; with 50% employer match about $423,800 at 4% or $282,533 at 6%; with 100% employer match about $317,850 at 4% or $211,900 at 6%.
200514$313,183$95,759$23,940iApproximate average salary by contribution assumption: employee only about $598,494 at 4% or $398,996 at 6%; with 50% employer match about $398,996 at 4% or $265,997 at 6%; with 100% employer match about $299,247 at 4% or $199,498 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-4$313,183$95,759$23,940iApproximate average salary by contribution assumption: employee only about $598,494 at 4% or $398,996 at 6%; with 50% employer match about $398,996 at 4% or $265,997 at 6%; with 100% employer match about $299,247 at 4% or $199,498 at 6%.
200416$194,158$94,804$15,801iApproximate average salary by contribution assumption: employee only about $395,017 at 4% or $263,344 at 6%; with 50% employer match about $263,344 at 4% or $175,563 at 6%; with 100% employer match about $197,508 at 4% or $131,672 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-6$194,158$94,804$15,801iApproximate average salary by contribution assumption: employee only about $395,017 at 4% or $263,344 at 6%; with 50% employer match about $263,344 at 4% or $175,563 at 6%; with 100% employer match about $197,508 at 4% or $131,672 at 6%.
200316$88,711$87,681$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.
Burd & Naylor 401(K) Profit Sharing Plan-6$88,711$87,681$14,614iApproximate average salary by contribution assumption: employee only about $365,338 at 4% or $243,558 at 6%; with 50% employer match about $243,558 at 4% or $162,372 at 6%; with 100% employer match about $182,669 at 4% or $121,779 at 6%.