Civic Intelligence

Burnheimer & Company PC.

Plan context: Burnheimer & Company PC. 401K Profit Sharing Plan & Trust

EIN 38-3347856 • Traverse City, MI • 23 filings • 4 plans

4110 Copper Ridge DriveSuite 204Traverse City, MI 49684
Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$2,752,303

2019 Contributions

$4,456

Historical Graphs

Total Assets Over Time

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

$2,816,550$1,408,275$0199920112018YearValue
$2,752,303Latest year 2018

Participants Over Time

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

420199920102018YearValue
4Latest year 2018

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
201920$0$4,456-
BURNHEIMER & COMPANY, PC CASH BALANCE PLAN-0$0$0-
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-0$0$4,456-
201824$2,752,303$126,045$31,511iApproximate average salary by contribution assumption: employee only about $787,781 at 4% or $525,188 at 6%; with 50% employer match about $525,188 at 4% or $350,125 at 6%; with 100% employer match about $393,891 at 4% or $262,594 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$2,384,748$90,550$22,638iApproximate average salary by contribution assumption: employee only about $565,938 at 4% or $377,292 at 6%; with 50% employer match about $377,292 at 4% or $251,528 at 6%; with 100% employer match about $282,969 at 4% or $188,646 at 6%.
BURNHEIMER & COMPANY, PC CASH BALANCE PLAN-3$367,555$35,495$11,832iApproximate average salary by contribution assumption: employee only about $295,792 at 4% or $197,194 at 6%; with 50% employer match about $197,194 at 4% or $131,463 at 6%; with 100% employer match about $147,896 at 4% or $98,597 at 6%.
201724$2,816,550$284,930$71,233iApproximate average salary by contribution assumption: employee only about $1,780,813 at 4% or $1,187,208 at 6%; with 50% employer match about $1,187,208 at 4% or $791,472 at 6%; with 100% employer match about $890,406 at 4% or $593,604 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$2,472,547$50,157$12,539iApproximate average salary by contribution assumption: employee only about $313,481 at 4% or $208,988 at 6%; with 50% employer match about $208,988 at 4% or $139,325 at 6%; with 100% employer match about $156,741 at 4% or $104,494 at 6%.
BURNHEIMER & COMPANY, PC CASH BALANCE PLAN-4$344,003$234,773$58,693iApproximate average salary by contribution assumption: employee only about $1,467,331 at 4% or $978,221 at 6%; with 50% employer match about $978,221 at 4% or $652,147 at 6%; with 100% employer match about $733,666 at 4% or $489,110 at 6%.
201624$2,021,624$208,859$52,215iApproximate average salary by contribution assumption: employee only about $1,305,369 at 4% or $870,246 at 6%; with 50% employer match about $870,246 at 4% or $580,164 at 6%; with 100% employer match about $652,684 at 4% or $435,123 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$1,931,182$118,417$29,604iApproximate average salary by contribution assumption: employee only about $740,106 at 4% or $493,404 at 6%; with 50% employer match about $493,404 at 4% or $328,936 at 6%; with 100% employer match about $370,053 at 4% or $246,702 at 6%.
BURNHEIMER & COMPANY, PC CASH BALANCE PLAN-4$90,442$90,442$22,611iApproximate average salary by contribution assumption: employee only about $565,263 at 4% or $376,842 at 6%; with 50% employer match about $376,842 at 4% or $251,228 at 6%; with 100% employer match about $282,631 at 4% or $188,421 at 6%.
201514$1,697,421$63,623$15,906iApproximate average salary by contribution assumption: employee only about $397,644 at 4% or $265,096 at 6%; with 50% employer match about $265,096 at 4% or $176,731 at 6%; with 100% employer match about $198,822 at 4% or $132,548 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$1,697,421$63,623$15,906iApproximate average salary by contribution assumption: employee only about $397,644 at 4% or $265,096 at 6%; with 50% employer match about $265,096 at 4% or $176,731 at 6%; with 100% employer match about $198,822 at 4% or $132,548 at 6%.
201414$1,635,985$42,508$10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$1,635,985$42,508$10,627iApproximate average salary by contribution assumption: employee only about $265,675 at 4% or $177,117 at 6%; with 50% employer match about $177,117 at 4% or $118,078 at 6%; with 100% employer match about $132,838 at 4% or $88,558 at 6%.
201314$1,512,520$54,836$13,709iApproximate average salary by contribution assumption: employee only about $342,725 at 4% or $228,483 at 6%; with 50% employer match about $228,483 at 4% or $152,322 at 6%; with 100% employer match about $171,363 at 4% or $114,242 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$1,512,520$54,836$13,709iApproximate average salary by contribution assumption: employee only about $342,725 at 4% or $228,483 at 6%; with 50% employer match about $228,483 at 4% or $152,322 at 6%; with 100% employer match about $171,363 at 4% or $114,242 at 6%.
201214$1,103,403$53,686$13,422iApproximate average salary by contribution assumption: employee only about $335,538 at 4% or $223,692 at 6%; with 50% employer match about $223,692 at 4% or $149,128 at 6%; with 100% employer match about $167,769 at 4% or $111,846 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$1,103,403$53,686$13,422iApproximate average salary by contribution assumption: employee only about $335,538 at 4% or $223,692 at 6%; with 50% employer match about $223,692 at 4% or $149,128 at 6%; with 100% employer match about $167,769 at 4% or $111,846 at 6%.
201114$912,785$52,300$13,075iApproximate average salary by contribution assumption: employee only about $326,875 at 4% or $217,917 at 6%; with 50% employer match about $217,917 at 4% or $145,278 at 6%; with 100% employer match about $163,438 at 4% or $108,958 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$912,785$52,300$13,075iApproximate average salary by contribution assumption: employee only about $326,875 at 4% or $217,917 at 6%; with 50% employer match about $217,917 at 4% or $145,278 at 6%; with 100% employer match about $163,438 at 4% or $108,958 at 6%.
201014$890,661$52,229$13,057iApproximate average salary by contribution assumption: employee only about $326,431 at 4% or $217,621 at 6%; with 50% employer match about $217,621 at 4% or $145,081 at 6%; with 100% employer match about $163,216 at 4% or $108,810 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$890,661$52,229$13,057iApproximate average salary by contribution assumption: employee only about $326,431 at 4% or $217,621 at 6%; with 50% employer match about $217,621 at 4% or $145,081 at 6%; with 100% employer match about $163,216 at 4% or $108,810 at 6%.
200914$724,900$51,708$12,927iApproximate average salary by contribution assumption: employee only about $323,175 at 4% or $215,450 at 6%; with 50% employer match about $215,450 at 4% or $143,633 at 6%; with 100% employer match about $161,588 at 4% or $107,725 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$724,900$51,708$12,927iApproximate average salary by contribution assumption: employee only about $323,175 at 4% or $215,450 at 6%; with 50% employer match about $215,450 at 4% or $143,633 at 6%; with 100% employer match about $161,588 at 4% or $107,725 at 6%.
200814$491,971$44,132$11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$491,971$44,132$11,033iApproximate average salary by contribution assumption: employee only about $275,825 at 4% or $183,883 at 6%; with 50% employer match about $183,883 at 4% or $122,589 at 6%; with 100% employer match about $137,913 at 4% or $91,942 at 6%.
200714$724,427$75,745$18,936iApproximate average salary by contribution assumption: employee only about $473,406 at 4% or $315,604 at 6%; with 50% employer match about $315,604 at 4% or $210,403 at 6%; with 100% employer match about $236,703 at 4% or $157,802 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$724,427$75,745$18,936iApproximate average salary by contribution assumption: employee only about $473,406 at 4% or $315,604 at 6%; with 50% employer match about $315,604 at 4% or $210,403 at 6%; with 100% employer match about $236,703 at 4% or $157,802 at 6%.
200614$609,435$73,709$18,427iApproximate average salary by contribution assumption: employee only about $460,681 at 4% or $307,121 at 6%; with 50% employer match about $307,121 at 4% or $204,747 at 6%; with 100% employer match about $230,341 at 4% or $153,560 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-4$609,435$73,709$18,427iApproximate average salary by contribution assumption: employee only about $460,681 at 4% or $307,121 at 6%; with 50% employer match about $307,121 at 4% or $204,747 at 6%; with 100% employer match about $230,341 at 4% or $153,560 at 6%.
200513$483,439$65,590$21,863iApproximate average salary by contribution assumption: employee only about $546,583 at 4% or $364,389 at 6%; with 50% employer match about $364,389 at 4% or $242,926 at 6%; with 100% employer match about $273,292 at 4% or $182,194 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-3$483,439$65,590$21,863iApproximate average salary by contribution assumption: employee only about $546,583 at 4% or $364,389 at 6%; with 50% employer match about $364,389 at 4% or $242,926 at 6%; with 100% employer match about $273,292 at 4% or $182,194 at 6%.
200212$0$0-
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-2---
200111$0$0-
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-1---
200012$119,012$17,527$8,764iApproximate average salary by contribution assumption: employee only about $219,088 at 4% or $146,058 at 6%; with 50% employer match about $146,058 at 4% or $97,372 at 6%; with 100% employer match about $109,544 at 4% or $73,029 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-2$119,012$17,527$8,764iApproximate average salary by contribution assumption: employee only about $219,088 at 4% or $146,058 at 6%; with 50% employer match about $146,058 at 4% or $97,372 at 6%; with 100% employer match about $109,544 at 4% or $73,029 at 6%.
199912$103,736$94,195$47,098iApproximate average salary by contribution assumption: employee only about $1,177,438 at 4% or $784,958 at 6%; with 50% employer match about $784,958 at 4% or $523,306 at 6%; with 100% employer match about $588,719 at 4% or $392,479 at 6%.
Burnheimer & Company PC. 401K Profit Sharing Plan & Trust-2$103,736$94,195$47,098iApproximate average salary by contribution assumption: employee only about $1,177,438 at 4% or $784,958 at 6%; with 50% employer match about $784,958 at 4% or $523,306 at 6%; with 100% employer match about $588,719 at 4% or $392,479 at 6%.