Mark Burgess, DMD
Plan context: Mark Burgess, DMD 401K Profit-Sharing Plan & Trust
EIN 37-1282962 • Bloomington, IL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$4,010,045
2024 Contributions
$121,821
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 21 | $4,010,045 | $121,821 | $5,801iApproximate average salary by contribution assumption: employee only about $145,025 at 4% or $96,683 at 6%; with 50% employer match about $96,683 at 4% or $64,456 at 6%; with 100% employer match about $72,513 at 4% or $48,342 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 21 | $4,010,045 | $121,821 | $5,801iApproximate average salary by contribution assumption: employee only about $145,025 at 4% or $96,683 at 6%; with 50% employer match about $96,683 at 4% or $64,456 at 6%; with 100% employer match about $72,513 at 4% or $48,342 at 6%. |
| 2023 | 1 | 23 | $3,611,699 | $118,537 | $5,154iApproximate average salary by contribution assumption: employee only about $128,845 at 4% or $85,896 at 6%; with 50% employer match about $85,896 at 4% or $57,264 at 6%; with 100% employer match about $64,422 at 4% or $42,948 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 23 | $3,611,699 | $118,537 | $5,154iApproximate average salary by contribution assumption: employee only about $128,845 at 4% or $85,896 at 6%; with 50% employer match about $85,896 at 4% or $57,264 at 6%; with 100% employer match about $64,422 at 4% or $42,948 at 6%. |
| 2022 | 1 | 24 | $3,478,107 | $132,855 | $5,536iApproximate average salary by contribution assumption: employee only about $138,391 at 4% or $92,260 at 6%; with 50% employer match about $92,260 at 4% or $61,507 at 6%; with 100% employer match about $69,195 at 4% or $46,130 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 24 | $3,478,107 | $132,855 | $5,536iApproximate average salary by contribution assumption: employee only about $138,391 at 4% or $92,260 at 6%; with 50% employer match about $92,260 at 4% or $61,507 at 6%; with 100% employer match about $69,195 at 4% or $46,130 at 6%. |
| 2021 | 1 | 24 | $3,857,133 | $143,425 | $5,976iApproximate average salary by contribution assumption: employee only about $149,401 at 4% or $99,601 at 6%; with 50% employer match about $99,601 at 4% or $66,400 at 6%; with 100% employer match about $74,701 at 4% or $49,800 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 24 | $3,857,133 | $143,425 | $5,976iApproximate average salary by contribution assumption: employee only about $149,401 at 4% or $99,601 at 6%; with 50% employer match about $99,601 at 4% or $66,400 at 6%; with 100% employer match about $74,701 at 4% or $49,800 at 6%. |
| 2020 | 1 | 21 | $3,344,569 | $132,164 | $6,294iApproximate average salary by contribution assumption: employee only about $157,338 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 21 | $3,344,569 | $132,164 | $6,294iApproximate average salary by contribution assumption: employee only about $157,338 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%. |
| 2019 | 1 | 19 | $2,851,577 | $128,712 | $6,774iApproximate average salary by contribution assumption: employee only about $169,358 at 4% or $112,905 at 6%; with 50% employer match about $112,905 at 4% or $75,270 at 6%; with 100% employer match about $84,679 at 4% or $56,453 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 19 | $2,851,577 | $128,712 | $6,774iApproximate average salary by contribution assumption: employee only about $169,358 at 4% or $112,905 at 6%; with 50% employer match about $112,905 at 4% or $75,270 at 6%; with 100% employer match about $84,679 at 4% or $56,453 at 6%. |
| 2018 | 1 | 19 | $2,347,584 | $118,502 | $6,237iApproximate average salary by contribution assumption: employee only about $155,924 at 4% or $103,949 at 6%; with 50% employer match about $103,949 at 4% or $69,299 at 6%; with 100% employer match about $77,962 at 4% or $51,975 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 19 | $2,347,584 | $118,502 | $6,237iApproximate average salary by contribution assumption: employee only about $155,924 at 4% or $103,949 at 6%; with 50% employer match about $103,949 at 4% or $69,299 at 6%; with 100% employer match about $77,962 at 4% or $51,975 at 6%. |
| 2017 | 1 | 18 | $2,377,821 | $132,467 | $7,359iApproximate average salary by contribution assumption: employee only about $183,982 at 4% or $122,655 at 6%; with 50% employer match about $122,655 at 4% or $81,770 at 6%; with 100% employer match about $91,991 at 4% or $61,327 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 18 | $2,377,821 | $132,467 | $7,359iApproximate average salary by contribution assumption: employee only about $183,982 at 4% or $122,655 at 6%; with 50% employer match about $122,655 at 4% or $81,770 at 6%; with 100% employer match about $91,991 at 4% or $61,327 at 6%. |
| 2016 | 1 | 18 | $1,961,751 | $131,255 | $7,292iApproximate average salary by contribution assumption: employee only about $182,299 at 4% or $121,532 at 6%; with 50% employer match about $121,532 at 4% or $81,022 at 6%; with 100% employer match about $91,149 at 4% or $60,766 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 18 | $1,961,751 | $131,255 | $7,292iApproximate average salary by contribution assumption: employee only about $182,299 at 4% or $121,532 at 6%; with 50% employer match about $121,532 at 4% or $81,022 at 6%; with 100% employer match about $91,149 at 4% or $60,766 at 6%. |
| 2015 | 1 | 17 | $1,682,436 | $125,075 | $7,357iApproximate average salary by contribution assumption: employee only about $183,934 at 4% or $122,623 at 6%; with 50% employer match about $122,623 at 4% or $81,748 at 6%; with 100% employer match about $91,967 at 4% or $61,311 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 17 | $1,682,436 | $125,075 | $7,357iApproximate average salary by contribution assumption: employee only about $183,934 at 4% or $122,623 at 6%; with 50% employer match about $122,623 at 4% or $81,748 at 6%; with 100% employer match about $91,967 at 4% or $61,311 at 6%. |
| 2014 | 1 | 15 | $1,560,711 | $84,384 | $5,626iApproximate average salary by contribution assumption: employee only about $140,640 at 4% or $93,760 at 6%; with 50% employer match about $93,760 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 15 | $1,560,711 | $84,384 | $5,626iApproximate average salary by contribution assumption: employee only about $140,640 at 4% or $93,760 at 6%; with 50% employer match about $93,760 at 4% or $62,507 at 6%; with 100% employer match about $70,320 at 4% or $46,880 at 6%. |
| 2013 | 1 | 13 | $1,354,693 | $98,642 | $7,588iApproximate average salary by contribution assumption: employee only about $189,696 at 4% or $126,464 at 6%; with 50% employer match about $126,464 at 4% or $84,309 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 13 | $1,354,693 | $98,642 | $7,588iApproximate average salary by contribution assumption: employee only about $189,696 at 4% or $126,464 at 6%; with 50% employer match about $126,464 at 4% or $84,309 at 6%; with 100% employer match about $94,848 at 4% or $63,232 at 6%. |
| 2012 | 1 | 14 | $1,044,318 | $112,757 | $8,054iApproximate average salary by contribution assumption: employee only about $201,352 at 4% or $134,235 at 6%; with 50% employer match about $134,235 at 4% or $89,490 at 6%; with 100% employer match about $100,676 at 4% or $67,117 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 14 | $1,044,318 | $112,757 | $8,054iApproximate average salary by contribution assumption: employee only about $201,352 at 4% or $134,235 at 6%; with 50% employer match about $134,235 at 4% or $89,490 at 6%; with 100% employer match about $100,676 at 4% or $67,117 at 6%. |
| 2011 | 1 | 15 | $799,107 | $102,350 | $6,823iApproximate average salary by contribution assumption: employee only about $170,583 at 4% or $113,722 at 6%; with 50% employer match about $113,722 at 4% or $75,815 at 6%; with 100% employer match about $85,292 at 4% or $56,861 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 15 | $799,107 | $102,350 | $6,823iApproximate average salary by contribution assumption: employee only about $170,583 at 4% or $113,722 at 6%; with 50% employer match about $113,722 at 4% or $75,815 at 6%; with 100% employer match about $85,292 at 4% or $56,861 at 6%. |
| 2010 | 1 | 17 | $793,882 | $89,791 | $5,282iApproximate average salary by contribution assumption: employee only about $132,046 at 4% or $88,030 at 6%; with 50% employer match about $88,030 at 4% or $58,687 at 6%; with 100% employer match about $66,023 at 4% or $44,015 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 17 | $793,882 | $89,791 | $5,282iApproximate average salary by contribution assumption: employee only about $132,046 at 4% or $88,030 at 6%; with 50% employer match about $88,030 at 4% or $58,687 at 6%; with 100% employer match about $66,023 at 4% or $44,015 at 6%. |
| 2009 | 1 | 16 | $638,802 | $82,132 | $5,133iApproximate average salary by contribution assumption: employee only about $128,331 at 4% or $85,554 at 6%; with 50% employer match about $85,554 at 4% or $57,036 at 6%; with 100% employer match about $64,166 at 4% or $42,777 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 16 | $638,802 | $82,132 | $5,133iApproximate average salary by contribution assumption: employee only about $128,331 at 4% or $85,554 at 6%; with 50% employer match about $85,554 at 4% or $57,036 at 6%; with 100% employer match about $64,166 at 4% or $42,777 at 6%. |
| 2008 | 1 | 16 | $414,882 | $73,101 | $4,569iApproximate average salary by contribution assumption: employee only about $114,220 at 4% or $76,147 at 6%; with 50% employer match about $76,147 at 4% or $50,765 at 6%; with 100% employer match about $57,110 at 4% or $38,073 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 16 | $414,882 | $73,101 | $4,569iApproximate average salary by contribution assumption: employee only about $114,220 at 4% or $76,147 at 6%; with 50% employer match about $76,147 at 4% or $50,765 at 6%; with 100% employer match about $57,110 at 4% or $38,073 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 14 | - | - | - |
| 2006 | 1 | 13 | $474,423 | $80,068 | $6,159iApproximate average salary by contribution assumption: employee only about $153,977 at 4% or $102,651 at 6%; with 50% employer match about $102,651 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,326 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 13 | $474,423 | $80,068 | $6,159iApproximate average salary by contribution assumption: employee only about $153,977 at 4% or $102,651 at 6%; with 50% employer match about $102,651 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,326 at 6%. |
| 2005 | 1 | 12 | $357,754 | $45,311 | $3,776iApproximate average salary by contribution assumption: employee only about $94,398 at 4% or $62,932 at 6%; with 50% employer match about $62,932 at 4% or $41,955 at 6%; with 100% employer match about $47,199 at 4% or $31,466 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 12 | $357,754 | $45,311 | $3,776iApproximate average salary by contribution assumption: employee only about $94,398 at 4% or $62,932 at 6%; with 50% employer match about $62,932 at 4% or $41,955 at 6%; with 100% employer match about $47,199 at 4% or $31,466 at 6%. |
| 2004 | 1 | 13 | $293,299 | $43,580 | $3,352iApproximate average salary by contribution assumption: employee only about $83,808 at 4% or $55,872 at 6%; with 50% employer match about $55,872 at 4% or $37,248 at 6%; with 100% employer match about $41,904 at 4% or $27,936 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 13 | $293,299 | $43,580 | $3,352iApproximate average salary by contribution assumption: employee only about $83,808 at 4% or $55,872 at 6%; with 50% employer match about $55,872 at 4% or $37,248 at 6%; with 100% employer match about $41,904 at 4% or $27,936 at 6%. |
| 2003 | 1 | 13 | $229,969 | $44,025 | $3,387iApproximate average salary by contribution assumption: employee only about $84,663 at 4% or $56,442 at 6%; with 50% employer match about $56,442 at 4% or $37,628 at 6%; with 100% employer match about $42,332 at 4% or $28,221 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 13 | $229,969 | $44,025 | $3,387iApproximate average salary by contribution assumption: employee only about $84,663 at 4% or $56,442 at 6%; with 50% employer match about $56,442 at 4% or $37,628 at 6%; with 100% employer match about $42,332 at 4% or $28,221 at 6%. |
| 2002 | 1 | 11 | $0 | $0 | - |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 11 | - | - | - |
| 2001 | 1 | 8 | $133,785 | $44,144 | $5,518iApproximate average salary by contribution assumption: employee only about $137,950 at 4% or $91,967 at 6%; with 50% employer match about $91,967 at 4% or $61,311 at 6%; with 100% employer match about $68,975 at 4% or $45,983 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 8 | $133,785 | $44,144 | $5,518iApproximate average salary by contribution assumption: employee only about $137,950 at 4% or $91,967 at 6%; with 50% employer match about $91,967 at 4% or $61,311 at 6%; with 100% employer match about $68,975 at 4% or $45,983 at 6%. |
| 2000 | 1 | 8 | $103,682 | $40,859 | $5,107iApproximate average salary by contribution assumption: employee only about $127,684 at 4% or $85,123 at 6%; with 50% employer match about $85,123 at 4% or $56,749 at 6%; with 100% employer match about $63,842 at 4% or $42,561 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 8 | $103,682 | $40,859 | $5,107iApproximate average salary by contribution assumption: employee only about $127,684 at 4% or $85,123 at 6%; with 50% employer match about $85,123 at 4% or $56,749 at 6%; with 100% employer match about $63,842 at 4% or $42,561 at 6%. |
| 1999 | 1 | 6 | $72,713 | $27,404 | $4,567iApproximate average salary by contribution assumption: employee only about $114,183 at 4% or $76,122 at 6%; with 50% employer match about $76,122 at 4% or $50,748 at 6%; with 100% employer match about $57,092 at 4% or $38,061 at 6%. |
| Mark Burgess, DMD 401K Profit-Sharing Plan & Trust | - | 6 | $72,713 | $27,404 | $4,567iApproximate average salary by contribution assumption: employee only about $114,183 at 4% or $76,122 at 6%; with 50% employer match about $76,122 at 4% or $50,748 at 6%; with 100% employer match about $57,092 at 4% or $38,061 at 6%. |