Civic Intelligence

Burke Agency Inc.

Plan context: Burke Agency Inc 401 K Profit Sharing Plan Trust

EIN 38-2156706 • Walled Lake, MI • 26 filings • 4 plans

2605 E Oakley Park RoadSuite AWalled Lake, MI 48390
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$6,609,241

2024 Contributions

$363,680

Historical Graphs

Total Assets Over Time

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

$8,291,509$4,145,755$0199920152024YearValue
$6,609,241Latest year 2024

Participants Over Time

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

35180199920122024YearValue
34Latest year 2024

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
2024134$6,609,241$363,680$10,696iApproximate average salary by contribution assumption: employee only about $267,412 at 4% or $178,275 at 6%; with 50% employer match about $178,275 at 4% or $118,850 at 6%; with 100% employer match about $133,706 at 4% or $89,137 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-34$6,609,241$363,680$10,696iApproximate average salary by contribution assumption: employee only about $267,412 at 4% or $178,275 at 6%; with 50% employer match about $178,275 at 4% or $118,850 at 6%; with 100% employer match about $133,706 at 4% or $89,137 at 6%.
2023135$6,064,415$336,842$9,624iApproximate average salary by contribution assumption: employee only about $240,601 at 4% or $160,401 at 6%; with 50% employer match about $160,401 at 4% or $106,934 at 6%; with 100% employer match about $120,301 at 4% or $80,200 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-35$6,064,415$336,842$9,624iApproximate average salary by contribution assumption: employee only about $240,601 at 4% or $160,401 at 6%; with 50% employer match about $160,401 at 4% or $106,934 at 6%; with 100% employer match about $120,301 at 4% or $80,200 at 6%.
2022133$5,078,221$528,459$16,014iApproximate average salary by contribution assumption: employee only about $400,348 at 4% or $266,898 at 6%; with 50% employer match about $266,898 at 4% or $177,932 at 6%; with 100% employer match about $200,174 at 4% or $133,449 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-33$5,078,221$528,459$16,014iApproximate average salary by contribution assumption: employee only about $400,348 at 4% or $266,898 at 6%; with 50% employer match about $266,898 at 4% or $177,932 at 6%; with 100% employer match about $200,174 at 4% or $133,449 at 6%.
2021134$8,291,509$464,226$13,654iApproximate average salary by contribution assumption: employee only about $341,343 at 4% or $227,562 at 6%; with 50% employer match about $227,562 at 4% or $151,708 at 6%; with 100% employer match about $170,671 at 4% or $113,781 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-34$8,291,509$464,226$13,654iApproximate average salary by contribution assumption: employee only about $341,343 at 4% or $227,562 at 6%; with 50% employer match about $227,562 at 4% or $151,708 at 6%; with 100% employer match about $170,671 at 4% or $113,781 at 6%.
2020134$7,091,930$267,078$7,855iApproximate average salary by contribution assumption: employee only about $196,381 at 4% or $130,921 at 6%; with 50% employer match about $130,921 at 4% or $87,280 at 6%; with 100% employer match about $98,190 at 4% or $65,460 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-34$7,091,930$267,078$7,855iApproximate average salary by contribution assumption: employee only about $196,381 at 4% or $130,921 at 6%; with 50% employer match about $130,921 at 4% or $87,280 at 6%; with 100% employer match about $98,190 at 4% or $65,460 at 6%.
2019135$6,373,132$332,437$9,498iApproximate average salary by contribution assumption: employee only about $237,455 at 4% or $158,303 at 6%; with 50% employer match about $158,303 at 4% or $105,536 at 6%; with 100% employer match about $118,728 at 4% or $79,152 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-35$6,373,132$332,437$9,498iApproximate average salary by contribution assumption: employee only about $237,455 at 4% or $158,303 at 6%; with 50% employer match about $158,303 at 4% or $105,536 at 6%; with 100% employer match about $118,728 at 4% or $79,152 at 6%.
2018132$5,204,505$377,524$11,798iApproximate average salary by contribution assumption: employee only about $294,941 at 4% or $196,627 at 6%; with 50% employer match about $196,627 at 4% or $131,085 at 6%; with 100% employer match about $147,470 at 4% or $98,314 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-32$5,204,505$377,524$11,798iApproximate average salary by contribution assumption: employee only about $294,941 at 4% or $196,627 at 6%; with 50% employer match about $196,627 at 4% or $131,085 at 6%; with 100% employer match about $147,470 at 4% or $98,314 at 6%.
2017130$5,083,253$415,235$13,841iApproximate average salary by contribution assumption: employee only about $346,029 at 4% or $230,686 at 6%; with 50% employer match about $230,686 at 4% or $153,791 at 6%; with 100% employer match about $173,015 at 4% or $115,343 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-30$5,083,253$415,235$13,841iApproximate average salary by contribution assumption: employee only about $346,029 at 4% or $230,686 at 6%; with 50% employer match about $230,686 at 4% or $153,791 at 6%; with 100% employer match about $173,015 at 4% or $115,343 at 6%.
2016130$4,140,163$232,155$7,739iApproximate average salary by contribution assumption: employee only about $193,463 at 4% or $128,975 at 6%; with 50% employer match about $128,975 at 4% or $85,983 at 6%; with 100% employer match about $96,731 at 4% or $64,488 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-30$4,140,163$232,155$7,739iApproximate average salary by contribution assumption: employee only about $193,463 at 4% or $128,975 at 6%; with 50% employer match about $128,975 at 4% or $85,983 at 6%; with 100% employer match about $96,731 at 4% or $64,488 at 6%.
2015127$3,617,713$242,738$8,990iApproximate average salary by contribution assumption: employee only about $224,757 at 4% or $149,838 at 6%; with 50% employer match about $149,838 at 4% or $99,892 at 6%; with 100% employer match about $112,379 at 4% or $74,919 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-27$3,617,713$242,738$8,990iApproximate average salary by contribution assumption: employee only about $224,757 at 4% or $149,838 at 6%; with 50% employer match about $149,838 at 4% or $99,892 at 6%; with 100% employer match about $112,379 at 4% or $74,919 at 6%.
2014122$3,411,154$152,668$6,939iApproximate average salary by contribution assumption: employee only about $173,486 at 4% or $115,658 at 6%; with 50% employer match about $115,658 at 4% or $77,105 at 6%; with 100% employer match about $86,743 at 4% or $57,829 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-22$3,411,154$152,668$6,939iApproximate average salary by contribution assumption: employee only about $173,486 at 4% or $115,658 at 6%; with 50% employer match about $115,658 at 4% or $77,105 at 6%; with 100% employer match about $86,743 at 4% or $57,829 at 6%.
2013122$3,054,490$140,739$6,397iApproximate average salary by contribution assumption: employee only about $159,931 at 4% or $106,620 at 6%; with 50% employer match about $106,620 at 4% or $71,080 at 6%; with 100% employer match about $79,965 at 4% or $53,310 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-22$3,054,490$140,739$6,397iApproximate average salary by contribution assumption: employee only about $159,931 at 4% or $106,620 at 6%; with 50% employer match about $106,620 at 4% or $71,080 at 6%; with 100% employer match about $79,965 at 4% or $53,310 at 6%.
2012120$2,653,645$121,139$6,057iApproximate average salary by contribution assumption: employee only about $151,424 at 4% or $100,949 at 6%; with 50% employer match about $100,949 at 4% or $67,299 at 6%; with 100% employer match about $75,712 at 4% or $50,475 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-20$2,653,645$121,139$6,057iApproximate average salary by contribution assumption: employee only about $151,424 at 4% or $100,949 at 6%; with 50% employer match about $100,949 at 4% or $67,299 at 6%; with 100% employer match about $75,712 at 4% or $50,475 at 6%.
2011118$2,328,605$101,950$5,664iApproximate average salary by contribution assumption: employee only about $141,597 at 4% or $94,398 at 6%; with 50% employer match about $94,398 at 4% or $62,932 at 6%; with 100% employer match about $70,799 at 4% or $47,199 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-18$2,328,605$101,950$5,664iApproximate average salary by contribution assumption: employee only about $141,597 at 4% or $94,398 at 6%; with 50% employer match about $94,398 at 4% or $62,932 at 6%; with 100% employer match about $70,799 at 4% or $47,199 at 6%.
2010116$2,264,130$23,435$1,465iApproximate average salary by contribution assumption: employee only about $36,617 at 4% or $24,411 at 6%; with 50% employer match about $24,411 at 4% or $16,274 at 6%; with 100% employer match about $18,309 at 4% or $12,206 at 6%.
Burke Agency Inc 401 K Profit Sharing Plan Trust-16$2,264,130$23,435$1,465iApproximate average salary by contribution assumption: employee only about $36,617 at 4% or $24,411 at 6%; with 50% employer match about $24,411 at 4% or $16,274 at 6%; with 100% employer match about $18,309 at 4% or $12,206 at 6%.
2009113$2,028,131$60,747$4,673iApproximate average salary by contribution assumption: employee only about $116,821 at 4% or $77,881 at 6%; with 50% employer match about $77,881 at 4% or $51,921 at 6%; with 100% employer match about $58,411 at 4% or $38,940 at 6%.
Burke Agency Inc. 401K Profit Sharing Plan-13$2,028,131$60,747$4,673iApproximate average salary by contribution assumption: employee only about $116,821 at 4% or $77,881 at 6%; with 50% employer match about $77,881 at 4% or $51,921 at 6%; with 100% employer match about $58,411 at 4% or $38,940 at 6%.
2008113$0$0-
Burke Agency Inc. 401K Profit Sharing Plan-13---
2007114$0$0-
Burke Agency Inc. 401K Profit Sharing Plan-14---
2006115$2,696,298$100,007$6,667iApproximate average salary by contribution assumption: employee only about $166,678 at 4% or $111,119 at 6%; with 50% employer match about $111,119 at 4% or $74,079 at 6%; with 100% employer match about $83,339 at 4% or $55,559 at 6%.
Burke Agency Inc. 401K Profit Sharing Plan-15$2,696,298$100,007$6,667iApproximate average salary by contribution assumption: employee only about $166,678 at 4% or $111,119 at 6%; with 50% employer match about $111,119 at 4% or $74,079 at 6%; with 100% employer match about $83,339 at 4% or $55,559 at 6%.
2005118$2,363,898$159,142$8,841iApproximate average salary by contribution assumption: employee only about $221,031 at 4% or $147,354 at 6%; with 50% employer match about $147,354 at 4% or $98,236 at 6%; with 100% employer match about $110,515 at 4% or $73,677 at 6%.
Burke Agency Inc. 401K Profit Sharing Plan-18$2,363,898$159,142$8,841iApproximate average salary by contribution assumption: employee only about $221,031 at 4% or $147,354 at 6%; with 50% employer match about $147,354 at 4% or $98,236 at 6%; with 100% employer match about $110,515 at 4% or $73,677 at 6%.
2004121$2,028,366$170,471$8,118iApproximate average salary by contribution assumption: employee only about $202,942 at 4% or $135,294 at 6%; with 50% employer match about $135,294 at 4% or $90,196 at 6%; with 100% employer match about $101,471 at 4% or $67,647 at 6%.
Burke Agency Inc. 401K Profit Sharing Plan-21$2,028,366$170,471$8,118iApproximate average salary by contribution assumption: employee only about $202,942 at 4% or $135,294 at 6%; with 50% employer match about $135,294 at 4% or $90,196 at 6%; with 100% employer match about $101,471 at 4% or $67,647 at 6%.
2003124$0$0-
Burke Agency Inc. 401K Profit Sharing Plan-24---
2002127$0$0-
Burke Agency Inc. 401K Profit Sharing Plan-27---
2001128$0$0-
Burke Agency Inc. 401K Profit Sharing Plan-28---
2000126$0$0-
Burke Agency Inc. 401K Profit Sharing Plan-26---
1999125$954,642$208,177$8,327iApproximate average salary by contribution assumption: employee only about $208,177 at 4% or $138,785 at 6%; with 50% employer match about $138,785 at 4% or $92,523 at 6%; with 100% employer match about $104,089 at 4% or $69,392 at 6%.
Burke Agency Inc. 401K Profit Sharing Plan-25$954,642$208,177$8,327iApproximate average salary by contribution assumption: employee only about $208,177 at 4% or $138,785 at 6%; with 50% employer match about $138,785 at 4% or $92,523 at 6%; with 100% employer match about $104,089 at 4% or $69,392 at 6%.