Civic Intelligence

The Burgess Group LLC

Plan context: Gregory Burgess 401K Profit Sharing Plan and Trust

EIN 36-4274678 • Alexandria, VA • 28 filings • 10 plans

1701 Duke Street 3rd FLSuite 300Alexandria, VA 22314
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$10,834,124

2024 Contributions

$61,985

Historical Graphs

Total Assets Over Time

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

$10,834,124$5,417,062$0200620132020YearValue
$10,834,124Latest year 2020

Participants Over Time

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

131660200620132020YearValue
131Latest 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
202410$0$61,985-
Gregory Burgess 401K Profit Sharing Plan and Trust-0-$61,985-
202160$0$0-
THE BURGESS GROUP HEALTH AND WELFARE PLAN-0---
THE BURGESS GROUP DENTAL PLAN-0---
THE BURGESS GROUP LIFE PLAN-0---
THE BURGESS GROUP ACCIDENTAL DEATH AND DISABILITY PLAN-0---
THE BURGESS GROUP STD PLAN-0---
THE BURGESS GROUP LTD PLAN-0---
20207131$10,834,124$1,721,546$13,142iApproximate average salary by contribution assumption: employee only about $328,539 at 4% or $219,026 at 6%; with 50% employer match about $219,026 at 4% or $146,017 at 6%; with 100% employer match about $164,270 at 4% or $109,513 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-127$10,834,124$1,721,546$13,555iApproximate average salary by contribution assumption: employee only about $338,887 at 4% or $225,925 at 6%; with 50% employer match about $225,925 at 4% or $150,616 at 6%; with 100% employer match about $169,444 at 4% or $112,962 at 6%.
THE BURGESS GROUP HEALTH AND WELFARE PLAN-94---
THE BURGESS GROUP DENTAL PLAN-101---
THE BURGESS GROUP LIFE PLAN-131---
THE BURGESS GROUP ACCIDENTAL DEATH AND DISABILITY PLAN-100---
THE BURGESS GROUP STD PLAN-130---
THE BURGESS GROUP LTD PLAN-130---
20191108$8,701,908$1,483,216$13,733iApproximate average salary by contribution assumption: employee only about $343,337 at 4% or $228,891 at 6%; with 50% employer match about $228,891 at 4% or $152,594 at 6%; with 100% employer match about $171,669 at 4% or $114,446 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-108$8,701,908$1,483,216$13,733iApproximate average salary by contribution assumption: employee only about $343,337 at 4% or $228,891 at 6%; with 50% employer match about $228,891 at 4% or $152,594 at 6%; with 100% employer match about $171,669 at 4% or $114,446 at 6%.
20181102$6,539,940$1,441,428$14,132iApproximate average salary by contribution assumption: employee only about $353,291 at 4% or $235,527 at 6%; with 50% employer match about $235,527 at 4% or $157,018 at 6%; with 100% employer match about $176,646 at 4% or $117,764 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-102$6,539,940$1,441,428$14,132iApproximate average salary by contribution assumption: employee only about $353,291 at 4% or $235,527 at 6%; with 50% employer match about $235,527 at 4% or $157,018 at 6%; with 100% employer match about $176,646 at 4% or $117,764 at 6%.
20171114$6,186,715$1,153,754$10,121iApproximate average salary by contribution assumption: employee only about $253,016 at 4% or $168,677 at 6%; with 50% employer match about $168,677 at 4% or $112,452 at 6%; with 100% employer match about $126,508 at 4% or $84,339 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-114$6,186,715$1,153,754$10,121iApproximate average salary by contribution assumption: employee only about $253,016 at 4% or $168,677 at 6%; with 50% employer match about $168,677 at 4% or $112,452 at 6%; with 100% employer match about $126,508 at 4% or $84,339 at 6%.
2016198$4,348,298$1,044,035$10,653iApproximate average salary by contribution assumption: employee only about $266,335 at 4% or $177,557 at 6%; with 50% employer match about $177,557 at 4% or $118,371 at 6%; with 100% employer match about $133,168 at 4% or $88,778 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-98$4,348,298$1,044,035$10,653iApproximate average salary by contribution assumption: employee only about $266,335 at 4% or $177,557 at 6%; with 50% employer match about $177,557 at 4% or $118,371 at 6%; with 100% employer match about $133,168 at 4% or $88,778 at 6%.
2015195$3,289,467$843,511$8,879iApproximate average salary by contribution assumption: employee only about $221,977 at 4% or $147,984 at 6%; with 50% employer match about $147,984 at 4% or $98,656 at 6%; with 100% employer match about $110,988 at 4% or $73,992 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-95$3,289,467$843,511$8,879iApproximate average salary by contribution assumption: employee only about $221,977 at 4% or $147,984 at 6%; with 50% employer match about $147,984 at 4% or $98,656 at 6%; with 100% employer match about $110,988 at 4% or $73,992 at 6%.
2014179$2,598,201$636,432$8,056iApproximate average salary by contribution assumption: employee only about $201,403 at 4% or $134,268 at 6%; with 50% employer match about $134,268 at 4% or $89,512 at 6%; with 100% employer match about $100,701 at 4% or $67,134 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-79$2,598,201$636,432$8,056iApproximate average salary by contribution assumption: employee only about $201,403 at 4% or $134,268 at 6%; with 50% employer match about $134,268 at 4% or $89,512 at 6%; with 100% employer match about $100,701 at 4% or $67,134 at 6%.
2013162$1,944,439$488,492$7,879iApproximate average salary by contribution assumption: employee only about $196,973 at 4% or $131,315 at 6%; with 50% employer match about $131,315 at 4% or $87,543 at 6%; with 100% employer match about $98,486 at 4% or $65,658 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-62$1,944,439$488,492$7,879iApproximate average salary by contribution assumption: employee only about $196,973 at 4% or $131,315 at 6%; with 50% employer match about $131,315 at 4% or $87,543 at 6%; with 100% employer match about $98,486 at 4% or $65,658 at 6%.
2012165$1,848,535$495,442$7,622iApproximate average salary by contribution assumption: employee only about $190,555 at 4% or $127,036 at 6%; with 50% employer match about $127,036 at 4% or $84,691 at 6%; with 100% employer match about $95,277 at 4% or $63,518 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-65$1,848,535$495,442$7,622iApproximate average salary by contribution assumption: employee only about $190,555 at 4% or $127,036 at 6%; with 50% employer match about $127,036 at 4% or $84,691 at 6%; with 100% employer match about $95,277 at 4% or $63,518 at 6%.
2011141$1,412,444$412,014$10,049iApproximate average salary by contribution assumption: employee only about $251,228 at 4% or $167,485 at 6%; with 50% employer match about $167,485 at 4% or $111,657 at 6%; with 100% employer match about $125,614 at 4% or $83,743 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-41$1,412,444$412,014$10,049iApproximate average salary by contribution assumption: employee only about $251,228 at 4% or $167,485 at 6%; with 50% employer match about $167,485 at 4% or $111,657 at 6%; with 100% employer match about $125,614 at 4% or $83,743 at 6%.
2010135$1,141,366$298,722$8,535iApproximate average salary by contribution assumption: employee only about $213,373 at 4% or $142,249 at 6%; with 50% employer match about $142,249 at 4% or $94,832 at 6%; with 100% employer match about $106,686 at 4% or $71,124 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-35$1,141,366$298,722$8,535iApproximate average salary by contribution assumption: employee only about $213,373 at 4% or $142,249 at 6%; with 50% employer match about $142,249 at 4% or $94,832 at 6%; with 100% employer match about $106,686 at 4% or $71,124 at 6%.
2009127$795,662$435,589$16,133iApproximate average salary by contribution assumption: employee only about $403,323 at 4% or $268,882 at 6%; with 50% employer match about $268,882 at 4% or $179,255 at 6%; with 100% employer match about $201,662 at 4% or $134,441 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-27$795,662$435,589$16,133iApproximate average salary by contribution assumption: employee only about $403,323 at 4% or $268,882 at 6%; with 50% employer match about $268,882 at 4% or $179,255 at 6%; with 100% employer match about $201,662 at 4% or $134,441 at 6%.
2008126$282,940$214,283$8,242iApproximate average salary by contribution assumption: employee only about $206,041 at 4% or $137,361 at 6%; with 50% employer match about $137,361 at 4% or $91,574 at 6%; with 100% employer match about $103,021 at 4% or $68,680 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-26$282,940$214,283$8,242iApproximate average salary by contribution assumption: employee only about $206,041 at 4% or $137,361 at 6%; with 50% employer match about $137,361 at 4% or $91,574 at 6%; with 100% employer match about $103,021 at 4% or $68,680 at 6%.
2007120$135,230$101,662$5,083iApproximate average salary by contribution assumption: employee only about $127,078 at 4% or $84,718 at 6%; with 50% employer match about $84,718 at 4% or $56,479 at 6%; with 100% employer match about $63,539 at 4% or $42,359 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-20$135,230$101,662$5,083iApproximate average salary by contribution assumption: employee only about $127,078 at 4% or $84,718 at 6%; with 50% employer match about $84,718 at 4% or $56,479 at 6%; with 100% employer match about $63,539 at 4% or $42,359 at 6%.
2006111$30,923$29,945$2,722iApproximate average salary by contribution assumption: employee only about $68,057 at 4% or $45,371 at 6%; with 50% employer match about $45,371 at 4% or $30,247 at 6%; with 100% employer match about $34,028 at 4% or $22,686 at 6%.
Gregory Burgess 401K Profit Sharing Plan and Trust-11$30,923$29,945$2,722iApproximate average salary by contribution assumption: employee only about $68,057 at 4% or $45,371 at 6%; with 50% employer match about $45,371 at 4% or $30,247 at 6%; with 100% employer match about $34,028 at 4% or $22,686 at 6%.