Everett C Burgess Jr
Plan context: Everett C Burgess Jr Profit Sharing Plan
EIN 34-1231877 • 18 filings • 8 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$890,324
2008 Contributions
$17,956
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Everett C Burgess Jr Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 3 | 1 | $0 | $0 | - |
| Everett C Burgess Jr Money Management Plan | - | 0 | - | - | - |
| Everett C Burgess Jr Profit Sharing Plan | - | 0 | - | - | - |
| Everett C Burgess Jr Profit Sharing Plan | - | 1 | - | - | - |
| 2005 | 2 | 3 | $890,324 | $17,956 | $5,985iApproximate average salary by contribution assumption: employee only about $149,633 at 4% or $99,756 at 6%; with 50% employer match about $99,756 at 4% or $66,504 at 6%; with 100% employer match about $74,817 at 4% or $49,878 at 6%. |
| Everett C Burgess Jr Profit Sharing Plan | - | 3 | $726,003 | $12,681 | $4,227iApproximate average salary by contribution assumption: employee only about $105,675 at 4% or $70,450 at 6%; with 50% employer match about $70,450 at 4% or $46,967 at 6%; with 100% employer match about $52,838 at 4% or $35,225 at 6%. |
| Everett C Burgess Jr Money Management Plan | - | 3 | $164,321 | $5,275 | $1,758iApproximate average salary by contribution assumption: employee only about $43,958 at 4% or $29,306 at 6%; with 50% employer match about $29,306 at 4% or $19,537 at 6%; with 100% employer match about $21,979 at 4% or $14,653 at 6%. |
| 2004 | 2 | 3 | $862,024 | $21,545 | $7,182iApproximate average salary by contribution assumption: employee only about $179,542 at 4% or $119,694 at 6%; with 50% employer match about $119,694 at 4% or $79,796 at 6%; with 100% employer match about $89,771 at 4% or $59,847 at 6%. |
| Everett C Burgess Jr Profit Sharing Plan | - | 3 | $706,909 | $15,547 | $5,182iApproximate average salary by contribution assumption: employee only about $129,558 at 4% or $86,372 at 6%; with 50% employer match about $86,372 at 4% or $57,581 at 6%; with 100% employer match about $64,779 at 4% or $43,186 at 6%. |
| Everett C Burgess Jr Money Management Plan | - | 3 | $155,115 | $5,998 | $1,999iApproximate average salary by contribution assumption: employee only about $49,983 at 4% or $33,322 at 6%; with 50% employer match about $33,322 at 4% or $22,215 at 6%; with 100% employer match about $24,992 at 4% or $16,661 at 6%. |
| 2003 | 2 | 3 | $810,942 | $22,380 | $7,460iApproximate average salary by contribution assumption: employee only about $186,500 at 4% or $124,333 at 6%; with 50% employer match about $124,333 at 4% or $82,889 at 6%; with 100% employer match about $93,250 at 4% or $62,167 at 6%. |
| Everett C Burgess Jr Profit Sharing Plan | - | 3 | $666,540 | $15,858 | $5,286iApproximate average salary by contribution assumption: employee only about $132,150 at 4% or $88,100 at 6%; with 50% employer match about $88,100 at 4% or $58,733 at 6%; with 100% employer match about $66,075 at 4% or $44,050 at 6%. |
| Everett C Burgess Jr Money Management Plan | - | 0 | $144,402 | $6,522 | - |
| 2002 | 2 | 3 | $735,494 | $24,145 | $8,048iApproximate average salary by contribution assumption: employee only about $201,208 at 4% or $134,139 at 6%; with 50% employer match about $134,139 at 4% or $89,426 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%. |
| Everett C Burgess Jr Profit Sharing Plan | - | 3 | $608,512 | $17,606 | $5,869iApproximate average salary by contribution assumption: employee only about $146,717 at 4% or $97,811 at 6%; with 50% employer match about $97,811 at 4% or $65,207 at 6%; with 100% employer match about $73,358 at 4% or $48,906 at 6%. |
| Everett C Burgess Jr Money Management Plan | - | 0 | $126,982 | $6,539 | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Everett C Burgess Jr Profit Sharing Plan | - | 3 | - | - | - |
| Everett C Burgess Jr Money Management Plan | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Everett C Burgess Jr Profit Sharing Plan | - | 0 | - | - | - |
| Everett C Burgess Jr Money Management Plan | - | 0 | - | - | - |
| 1999 | 2 | 0 | $551,607 | $18,847 | - |
| Everett C Burgess Jr Profit Sharing Plan | - | 0 | $471,190 | $12,874 | - |
| Everett C Burgess Jr Money Management Plan | - | 0 | $80,417 | $5,973 | - |