Civic Intelligence

Terry a. Burke, D.D.S., M.S. Ltd.

Plan context: Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan

EIN 39-1364161 • Middleton, WI • 17 filings • 2 plans

7433 Elmwood Ave.Middleton, WI 53562-3105
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$2,671,309

2012 Contributions

$41,000

Historical Graphs

Total Assets Over Time

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

$2,671,309$1,335,655$0199920062011YearValue
$2,671,309Latest year 2011

Participants Over Time

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

320199920052011YearValue
3Latest year 2011

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
201210$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-0$0--
201113$2,671,309$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$2,671,309--
201013$2,257,215$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$2,257,215--
200913$2,294,737$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$2,294,737--
200812$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-2---
200712$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-2---
200613$2,359,180$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$2,359,180$41,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
200513$2,032,297$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$2,032,297$45,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200413$1,844,818$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$1,844,818$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200313$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3---
200213$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3---
200123$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Money Purchase Pension Plan-0---
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3---
200023$0$0-
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3---
Terry a. Burke, D.D.S., M.S. Ltd. Money Purchase Pension Plan-3---
199923$1,405,229$34,500$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
Terry a. Burke, D.D.S., M.S. Ltd. Money Purchase Pension Plan-3$1,002,662$24,770$8,257iApproximate average salary by contribution assumption: employee only about $206,417 at 4% or $137,611 at 6%; with 50% employer match about $137,611 at 4% or $91,741 at 6%; with 100% employer match about $103,208 at 4% or $68,806 at 6%.
Terry a. Burke, D.D.S., M.S. Ltd. Profit Sharing Plan-3$402,567$9,730$3,243iApproximate average salary by contribution assumption: employee only about $81,083 at 4% or $54,056 at 6%; with 50% employer match about $54,056 at 4% or $36,037 at 6%; with 100% employer match about $40,542 at 4% or $27,028 at 6%.