Robert G. Burkhardt & Associates, I
Plan context: Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust
EIN 36-2518656 • Chicago, IL • 24 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
9
2023 Assets
$1,902,527
2023 Contributions
$20,821
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 9 | $1,902,527 | $20,821 | $2,313iApproximate average salary by contribution assumption: employee only about $57,836 at 4% or $38,557 at 6%; with 50% employer match about $38,557 at 4% or $25,705 at 6%; with 100% employer match about $28,918 at 4% or $19,279 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 9 | $1,902,527 | $20,821 | $2,313iApproximate average salary by contribution assumption: employee only about $57,836 at 4% or $38,557 at 6%; with 50% employer match about $38,557 at 4% or $25,705 at 6%; with 100% employer match about $28,918 at 4% or $19,279 at 6%. |
| 2022 | 1 | 10 | $2,135,947 | $33,010 | $3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $2,135,947 | $33,010 | $3,301iApproximate average salary by contribution assumption: employee only about $82,525 at 4% or $55,017 at 6%; with 50% employer match about $55,017 at 4% or $36,678 at 6%; with 100% employer match about $41,263 at 4% or $27,508 at 6%. |
| 2021 | 1 | 10 | $2,089,476 | $37,181 | $3,718iApproximate average salary by contribution assumption: employee only about $92,953 at 4% or $61,968 at 6%; with 50% employer match about $61,968 at 4% or $41,312 at 6%; with 100% employer match about $46,476 at 4% or $30,984 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $2,089,476 | $37,181 | $3,718iApproximate average salary by contribution assumption: employee only about $92,953 at 4% or $61,968 at 6%; with 50% employer match about $61,968 at 4% or $41,312 at 6%; with 100% employer match about $46,476 at 4% or $30,984 at 6%. |
| 2020 | 1 | 10 | $2,512,960 | $35,881 | $3,588iApproximate average salary by contribution assumption: employee only about $89,703 at 4% or $59,802 at 6%; with 50% employer match about $59,802 at 4% or $39,868 at 6%; with 100% employer match about $44,851 at 4% or $29,901 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $2,512,960 | $35,881 | $3,588iApproximate average salary by contribution assumption: employee only about $89,703 at 4% or $59,802 at 6%; with 50% employer match about $59,802 at 4% or $39,868 at 6%; with 100% employer match about $44,851 at 4% or $29,901 at 6%. |
| 2019 | 1 | 10 | $1,964,872 | $35,067 | $3,507iApproximate average salary by contribution assumption: employee only about $87,668 at 4% or $58,445 at 6%; with 50% employer match about $58,445 at 4% or $38,963 at 6%; with 100% employer match about $43,834 at 4% or $29,223 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $1,964,872 | $35,067 | $3,507iApproximate average salary by contribution assumption: employee only about $87,668 at 4% or $58,445 at 6%; with 50% employer match about $58,445 at 4% or $38,963 at 6%; with 100% employer match about $43,834 at 4% or $29,223 at 6%. |
| 2018 | 1 | 10 | $1,914,963 | $41,741 | $4,174iApproximate average salary by contribution assumption: employee only about $104,353 at 4% or $69,568 at 6%; with 50% employer match about $69,568 at 4% or $46,379 at 6%; with 100% employer match about $52,176 at 4% or $34,784 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $1,914,963 | $41,741 | $4,174iApproximate average salary by contribution assumption: employee only about $104,353 at 4% or $69,568 at 6%; with 50% employer match about $69,568 at 4% or $46,379 at 6%; with 100% employer match about $52,176 at 4% or $34,784 at 6%. |
| 2017 | 1 | 9 | $1,885,601 | $54,986 | $6,110iApproximate average salary by contribution assumption: employee only about $152,739 at 4% or $101,826 at 6%; with 50% employer match about $101,826 at 4% or $67,884 at 6%; with 100% employer match about $76,369 at 4% or $50,913 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 9 | $1,885,601 | $54,986 | $6,110iApproximate average salary by contribution assumption: employee only about $152,739 at 4% or $101,826 at 6%; with 50% employer match about $101,826 at 4% or $67,884 at 6%; with 100% employer match about $76,369 at 4% or $50,913 at 6%. |
| 2016 | 1 | 10 | $3,090,043 | $67,150 | $6,715iApproximate average salary by contribution assumption: employee only about $167,875 at 4% or $111,917 at 6%; with 50% employer match about $111,917 at 4% or $74,611 at 6%; with 100% employer match about $83,938 at 4% or $55,958 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $3,090,043 | $67,150 | $6,715iApproximate average salary by contribution assumption: employee only about $167,875 at 4% or $111,917 at 6%; with 50% employer match about $111,917 at 4% or $74,611 at 6%; with 100% employer match about $83,938 at 4% or $55,958 at 6%. |
| 2015 | 1 | 10 | $2,752,790 | $66,619 | $6,662iApproximate average salary by contribution assumption: employee only about $166,548 at 4% or $111,032 at 6%; with 50% employer match about $111,032 at 4% or $74,021 at 6%; with 100% employer match about $83,274 at 4% or $55,516 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 10 | $2,752,790 | $66,619 | $6,662iApproximate average salary by contribution assumption: employee only about $166,548 at 4% or $111,032 at 6%; with 50% employer match about $111,032 at 4% or $74,021 at 6%; with 100% employer match about $83,274 at 4% or $55,516 at 6%. |
| 2014 | 1 | 11 | $3,066,708 | $71,287 | $6,481iApproximate average salary by contribution assumption: employee only about $162,016 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,005 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 11 | $3,066,708 | $71,287 | $6,481iApproximate average salary by contribution assumption: employee only about $162,016 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,005 at 6%. |
| 2013 | 1 | 12 | $3,375,050 | $63,814 | $5,318iApproximate average salary by contribution assumption: employee only about $132,946 at 4% or $88,631 at 6%; with 50% employer match about $88,631 at 4% or $59,087 at 6%; with 100% employer match about $66,473 at 4% or $44,315 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 12 | $3,375,050 | $63,814 | $5,318iApproximate average salary by contribution assumption: employee only about $132,946 at 4% or $88,631 at 6%; with 50% employer match about $88,631 at 4% or $59,087 at 6%; with 100% employer match about $66,473 at 4% or $44,315 at 6%. |
| 2012 | 1 | 12 | $2,846,863 | $121,150 | $10,096iApproximate average salary by contribution assumption: employee only about $252,396 at 4% or $168,264 at 6%; with 50% employer match about $168,264 at 4% or $112,176 at 6%; with 100% employer match about $126,198 at 4% or $84,132 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 12 | $2,846,863 | $121,150 | $10,096iApproximate average salary by contribution assumption: employee only about $252,396 at 4% or $168,264 at 6%; with 50% employer match about $168,264 at 4% or $112,176 at 6%; with 100% employer match about $126,198 at 4% or $84,132 at 6%. |
| 2011 | 1 | 14 | $2,880,581 | $85,486 | $6,106iApproximate average salary by contribution assumption: employee only about $152,654 at 4% or $101,769 at 6%; with 50% employer match about $101,769 at 4% or $67,846 at 6%; with 100% employer match about $76,327 at 4% or $50,885 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 14 | $2,880,581 | $85,486 | $6,106iApproximate average salary by contribution assumption: employee only about $152,654 at 4% or $101,769 at 6%; with 50% employer match about $101,769 at 4% or $67,846 at 6%; with 100% employer match about $76,327 at 4% or $50,885 at 6%. |
| 2010 | 1 | 14 | $2,856,063 | $103,572 | $7,398iApproximate average salary by contribution assumption: employee only about $184,950 at 4% or $123,300 at 6%; with 50% employer match about $123,300 at 4% or $82,200 at 6%; with 100% employer match about $92,475 at 4% or $61,650 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 14 | $2,856,063 | $103,572 | $7,398iApproximate average salary by contribution assumption: employee only about $184,950 at 4% or $123,300 at 6%; with 50% employer match about $123,300 at 4% or $82,200 at 6%; with 100% employer match about $92,475 at 4% or $61,650 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | - | - | - | - |
| 2008 | 1 | 16 | $2,868,463 | $178,751 | $11,172iApproximate average salary by contribution assumption: employee only about $279,298 at 4% or $186,199 at 6%; with 50% employer match about $186,199 at 4% or $124,133 at 6%; with 100% employer match about $139,649 at 4% or $93,099 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 16 | $2,868,463 | $178,751 | $11,172iApproximate average salary by contribution assumption: employee only about $279,298 at 4% or $186,199 at 6%; with 50% employer match about $186,199 at 4% or $124,133 at 6%; with 100% employer match about $139,649 at 4% or $93,099 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 16 | - | - | - |
| 2005 | 1 | 23 | $5,877,887 | $164,272 | $7,142iApproximate average salary by contribution assumption: employee only about $178,557 at 4% or $119,038 at 6%; with 50% employer match about $119,038 at 4% or $79,358 at 6%; with 100% employer match about $89,278 at 4% or $59,519 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 23 | $5,877,887 | $164,272 | $7,142iApproximate average salary by contribution assumption: employee only about $178,557 at 4% or $119,038 at 6%; with 50% employer match about $119,038 at 4% or $79,358 at 6%; with 100% employer match about $89,278 at 4% or $59,519 at 6%. |
| 2004 | 1 | 28 | $5,661,963 | $215,942 | $7,712iApproximate average salary by contribution assumption: employee only about $192,805 at 4% or $128,537 at 6%; with 50% employer match about $128,537 at 4% or $85,691 at 6%; with 100% employer match about $96,403 at 4% or $64,268 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 28 | $5,661,963 | $215,942 | $7,712iApproximate average salary by contribution assumption: employee only about $192,805 at 4% or $128,537 at 6%; with 50% employer match about $128,537 at 4% or $85,691 at 6%; with 100% employer match about $96,403 at 4% or $64,268 at 6%. |
| 2003 | 1 | 28 | $5,358,305 | $207,760 | $7,420iApproximate average salary by contribution assumption: employee only about $185,500 at 4% or $123,667 at 6%; with 50% employer match about $123,667 at 4% or $82,444 at 6%; with 100% employer match about $92,750 at 4% or $61,833 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 28 | $5,358,305 | $207,760 | $7,420iApproximate average salary by contribution assumption: employee only about $185,500 at 4% or $123,667 at 6%; with 50% employer match about $123,667 at 4% or $82,444 at 6%; with 100% employer match about $92,750 at 4% or $61,833 at 6%. |
| 2002 | 1 | 30 | $4,717,303 | $211,928 | $7,064iApproximate average salary by contribution assumption: employee only about $176,607 at 4% or $117,738 at 6%; with 50% employer match about $117,738 at 4% or $78,492 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 30 | $4,717,303 | $211,928 | $7,064iApproximate average salary by contribution assumption: employee only about $176,607 at 4% or $117,738 at 6%; with 50% employer match about $117,738 at 4% or $78,492 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%. |
| 2001 | 1 | 30 | $0 | $0 | - |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 30 | - | - | - |
| 2000 | 1 | 28 | $0 | $0 | - |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 28 | - | - | - |
| 1999 | 1 | 28 | $5,220,034 | $205,639 | $7,344iApproximate average salary by contribution assumption: employee only about $183,606 at 4% or $122,404 at 6%; with 50% employer match about $122,404 at 4% or $81,603 at 6%; with 100% employer match about $91,803 at 4% or $61,202 at 6%. |
| Robert G. Burkhardt & Associates Inc. Profit Sharing Plan and Trust | - | 28 | $5,220,034 | $205,639 | $7,344iApproximate average salary by contribution assumption: employee only about $183,606 at 4% or $122,404 at 6%; with 50% employer match about $122,404 at 4% or $81,603 at 6%; with 100% employer match about $91,803 at 4% or $61,202 at 6%. |