Civic Intelligence

James M. Burkart, Dds PC.

Plan context: James M. Burkart, Dds, 401K Plan

EIN 35-2014453 • Mishawaka, IN • 19 filings • 3 plans

13432 Mckinley HighwayMishawaka, IN 46545
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$1,860,603

2021 Contributions

$45,499

Historical Graphs

Total Assets Over Time

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

$1,860,603$930,302$0200320122020YearValue
$1,860,603Latest year 2020

Participants Over Time

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

1160200320122020YearValue
7Latest year 2020

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
202110$0$0-
James M. Burkart, Dds, 401K Plan-0$0--
202017$1,860,603$45,499$6,500iApproximate average salary by contribution assumption: employee only about $162,496 at 4% or $108,331 at 6%; with 50% employer match about $108,331 at 4% or $72,221 at 6%; with 100% employer match about $81,248 at 4% or $54,165 at 6%.
James M. Burkart, Dds, 401K Plan-7$1,860,603$45,499$6,500iApproximate average salary by contribution assumption: employee only about $162,496 at 4% or $108,331 at 6%; with 50% employer match about $108,331 at 4% or $72,221 at 6%; with 100% employer match about $81,248 at 4% or $54,165 at 6%.
201918$1,676,260$63,835$7,979iApproximate average salary by contribution assumption: employee only about $199,484 at 4% or $132,990 at 6%; with 50% employer match about $132,990 at 4% or $88,660 at 6%; with 100% employer match about $99,742 at 4% or $66,495 at 6%.
James M. Burkart, Dds, 401K Plan-8$1,676,260$63,835$7,979iApproximate average salary by contribution assumption: employee only about $199,484 at 4% or $132,990 at 6%; with 50% employer match about $132,990 at 4% or $88,660 at 6%; with 100% employer match about $99,742 at 4% or $66,495 at 6%.
201819$1,333,035$89,248$9,916iApproximate average salary by contribution assumption: employee only about $247,911 at 4% or $165,274 at 6%; with 50% employer match about $165,274 at 4% or $110,183 at 6%; with 100% employer match about $123,956 at 4% or $82,637 at 6%.
James M. Burkart, Dds, 401K Plan-9$1,333,035$89,248$9,916iApproximate average salary by contribution assumption: employee only about $247,911 at 4% or $165,274 at 6%; with 50% employer match about $165,274 at 4% or $110,183 at 6%; with 100% employer match about $123,956 at 4% or $82,637 at 6%.
201719$1,338,119$61,697$6,855iApproximate average salary by contribution assumption: employee only about $171,381 at 4% or $114,254 at 6%; with 50% employer match about $114,254 at 4% or $76,169 at 6%; with 100% employer match about $85,690 at 4% or $57,127 at 6%.
James M. Burkart, Dds, 401K Plan-9$1,338,119$61,697$6,855iApproximate average salary by contribution assumption: employee only about $171,381 at 4% or $114,254 at 6%; with 50% employer match about $114,254 at 4% or $76,169 at 6%; with 100% employer match about $85,690 at 4% or $57,127 at 6%.
201617$1,091,143$56,435$8,062iApproximate average salary by contribution assumption: employee only about $201,554 at 4% or $134,369 at 6%; with 50% employer match about $134,369 at 4% or $89,579 at 6%; with 100% employer match about $100,777 at 4% or $67,185 at 6%.
James M. Burkart, Dds, 401K Plan-7$1,091,143$56,435$8,062iApproximate average salary by contribution assumption: employee only about $201,554 at 4% or $134,369 at 6%; with 50% employer match about $134,369 at 4% or $89,579 at 6%; with 100% employer match about $100,777 at 4% or $67,185 at 6%.
201514$964,457$52,585$13,146iApproximate average salary by contribution assumption: employee only about $328,656 at 4% or $219,104 at 6%; with 50% employer match about $219,104 at 4% or $146,069 at 6%; with 100% employer match about $164,328 at 4% or $109,552 at 6%.
James M. Burkart, Dds, 401K Plan-4$964,457$52,585$13,146iApproximate average salary by contribution assumption: employee only about $328,656 at 4% or $219,104 at 6%; with 50% employer match about $219,104 at 4% or $146,069 at 6%; with 100% employer match about $164,328 at 4% or $109,552 at 6%.
201414$940,108$52,274$13,069iApproximate average salary by contribution assumption: employee only about $326,713 at 4% or $217,808 at 6%; with 50% employer match about $217,808 at 4% or $145,206 at 6%; with 100% employer match about $163,356 at 4% or $108,904 at 6%.
James M. Burkart, Dds, 401K Plan-4$940,108$52,274$13,069iApproximate average salary by contribution assumption: employee only about $326,713 at 4% or $217,808 at 6%; with 50% employer match about $217,808 at 4% or $145,206 at 6%; with 100% employer match about $163,356 at 4% or $108,904 at 6%.
201316$919,736$54,627$9,105iApproximate average salary by contribution assumption: employee only about $227,613 at 4% or $151,742 at 6%; with 50% employer match about $151,742 at 4% or $101,161 at 6%; with 100% employer match about $113,806 at 4% or $75,871 at 6%.
James M. Burkart, Dds, 401K Plan-6$919,736$54,627$9,105iApproximate average salary by contribution assumption: employee only about $227,613 at 4% or $151,742 at 6%; with 50% employer match about $151,742 at 4% or $101,161 at 6%; with 100% employer match about $113,806 at 4% or $75,871 at 6%.
201215$800,908$59,272$11,854iApproximate average salary by contribution assumption: employee only about $296,360 at 4% or $197,573 at 6%; with 50% employer match about $197,573 at 4% or $131,716 at 6%; with 100% employer match about $148,180 at 4% or $98,787 at 6%.
James M. Burkart, Dds, 401K Plan-5$800,908$59,272$11,854iApproximate average salary by contribution assumption: employee only about $296,360 at 4% or $197,573 at 6%; with 50% employer match about $197,573 at 4% or $131,716 at 6%; with 100% employer match about $148,180 at 4% or $98,787 at 6%.
201116$679,056$61,495$10,249iApproximate average salary by contribution assumption: employee only about $256,229 at 4% or $170,819 at 6%; with 50% employer match about $170,819 at 4% or $113,880 at 6%; with 100% employer match about $128,115 at 4% or $85,410 at 6%.
James M. Burkart, Dds, 401K Plan-6$679,056$61,495$10,249iApproximate average salary by contribution assumption: employee only about $256,229 at 4% or $170,819 at 6%; with 50% employer match about $170,819 at 4% or $113,880 at 6%; with 100% employer match about $128,115 at 4% or $85,410 at 6%.
201017$650,262$65,618$9,374iApproximate average salary by contribution assumption: employee only about $234,350 at 4% or $156,233 at 6%; with 50% employer match about $156,233 at 4% or $104,156 at 6%; with 100% employer match about $117,175 at 4% or $78,117 at 6%.
James M. Burkart, Dds, 401K Plan-7$650,262$65,618$9,374iApproximate average salary by contribution assumption: employee only about $234,350 at 4% or $156,233 at 6%; with 50% employer match about $156,233 at 4% or $104,156 at 6%; with 100% employer match about $117,175 at 4% or $78,117 at 6%.
200918$496,883$67,105$8,388iApproximate average salary by contribution assumption: employee only about $209,703 at 4% or $139,802 at 6%; with 50% employer match about $139,802 at 4% or $93,201 at 6%; with 100% employer match about $104,852 at 4% or $69,901 at 6%.
James M. Burkart, Dds, 401K Plan-8$496,883$67,105$8,388iApproximate average salary by contribution assumption: employee only about $209,703 at 4% or $139,802 at 6%; with 50% employer match about $139,802 at 4% or $93,201 at 6%; with 100% employer match about $104,852 at 4% or $69,901 at 6%.
2008111$326,273$59,734$5,430iApproximate average salary by contribution assumption: employee only about $135,759 at 4% or $90,506 at 6%; with 50% employer match about $90,506 at 4% or $60,337 at 6%; with 100% employer match about $67,880 at 4% or $45,253 at 6%.
James M. Burkart, Dds, 401K Plan-11$326,273$59,734$5,430iApproximate average salary by contribution assumption: employee only about $135,759 at 4% or $90,506 at 6%; with 50% employer match about $90,506 at 4% or $60,337 at 6%; with 100% employer match about $67,880 at 4% or $45,253 at 6%.
2007111$0$0-
James M. Burkart, Dds, 401K Plan-11---
2006110$378,673$63,073$6,307iApproximate average salary by contribution assumption: employee only about $157,683 at 4% or $105,122 at 6%; with 50% employer match about $105,122 at 4% or $70,081 at 6%; with 100% employer match about $78,841 at 4% or $52,561 at 6%.
James M. Burkart, Dds, 401K Plan-10$378,673$63,073$6,307iApproximate average salary by contribution assumption: employee only about $157,683 at 4% or $105,122 at 6%; with 50% employer match about $105,122 at 4% or $70,081 at 6%; with 100% employer match about $78,841 at 4% or $52,561 at 6%.
2005110$279,480$61,173$6,117iApproximate average salary by contribution assumption: employee only about $152,933 at 4% or $101,955 at 6%; with 50% employer match about $101,955 at 4% or $67,970 at 6%; with 100% employer match about $76,466 at 4% or $50,978 at 6%.
James M. Burkart, Dds, 401K Plan-10$279,480$61,173$6,117iApproximate average salary by contribution assumption: employee only about $152,933 at 4% or $101,955 at 6%; with 50% employer match about $101,955 at 4% or $67,970 at 6%; with 100% employer match about $76,466 at 4% or $50,978 at 6%.
200417$202,712$45,694$6,528iApproximate average salary by contribution assumption: employee only about $163,193 at 4% or $108,795 at 6%; with 50% employer match about $108,795 at 4% or $72,530 at 6%; with 100% employer match about $81,596 at 4% or $54,398 at 6%.
James M. Burkart, Dds, 401K Plan-7$202,712$45,694$6,528iApproximate average salary by contribution assumption: employee only about $163,193 at 4% or $108,795 at 6%; with 50% employer match about $108,795 at 4% or $72,530 at 6%; with 100% employer match about $81,596 at 4% or $54,398 at 6%.
200317$135,966$111,154$15,879iApproximate average salary by contribution assumption: employee only about $396,979 at 4% or $264,652 at 6%; with 50% employer match about $264,652 at 4% or $176,435 at 6%; with 100% employer match about $198,489 at 4% or $132,326 at 6%.
James M. Burkart, Dds, 401K Plan-7$135,966$111,154$15,879iApproximate average salary by contribution assumption: employee only about $396,979 at 4% or $264,652 at 6%; with 50% employer match about $264,652 at 4% or $176,435 at 6%; with 100% employer match about $198,489 at 4% or $132,326 at 6%.