Civic Intelligence

Burke, Christensen & Lewis Securities Inc.

Plan context: Burke, Christensen & Lewis Securities Inc. Employees Salary Savings Plan & Trust

EIN 36-2780062 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

36

1999 Assets

$3,087,222

1999 Contributions

$220,742

Historical Graphs

Total Assets Over Time

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

$3,087,222$1,543,611$01999YearValue
$3,087,222Latest year 1999

Participants Over Time

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

361801999YearValue
36Latest year 1999

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
1999136$3,087,222$220,742$6,132iApproximate average salary by contribution assumption: employee only about $153,293 at 4% or $102,195 at 6%; with 50% employer match about $102,195 at 4% or $68,130 at 6%; with 100% employer match about $76,647 at 4% or $51,098 at 6%.
Burke, Christensen & Lewis Securities Inc. Employees Salary Savings Plan & Trust-36$3,087,222$220,742$6,132iApproximate average salary by contribution assumption: employee only about $153,293 at 4% or $102,195 at 6%; with 50% employer match about $102,195 at 4% or $68,130 at 6%; with 100% employer match about $76,647 at 4% or $51,098 at 6%.