Civic Intelligence

Burley Brokerage

Plan context: Burley Brokerage Profit Sharing Plan

EIN 41-1454777 • 10 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$1,742,799

2009 Contributions

$133,222

Historical Graphs

Total Assets Over Time

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

$1,742,799$871,400$0199920052009YearValue
$1,742,799Latest year 2009

Participants Over Time

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

840199920052009YearValue
8Latest year 2009

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
200918$1,742,799$133,222$16,653iApproximate average salary by contribution assumption: employee only about $416,319 at 4% or $277,546 at 6%; with 50% employer match about $277,546 at 4% or $185,031 at 6%; with 100% employer match about $208,159 at 4% or $138,773 at 6%.
Burley Brokerage Profit Sharing Plan-8$1,742,799$133,222$16,653iApproximate average salary by contribution assumption: employee only about $416,319 at 4% or $277,546 at 6%; with 50% employer match about $277,546 at 4% or $185,031 at 6%; with 100% employer match about $208,159 at 4% or $138,773 at 6%.
200816$0$0-
Burley Brokerage Profit Sharing Plan-6---
200716$0$0-
Burley Brokerage Profit Sharing Plan-6---
200617$1,618,552$60,670$8,667iApproximate average salary by contribution assumption: employee only about $216,679 at 4% or $144,452 at 6%; with 50% employer match about $144,452 at 4% or $96,302 at 6%; with 100% employer match about $108,339 at 4% or $72,226 at 6%.
Burley Brokerage Profit Sharing Plan-7$1,618,552$60,670$8,667iApproximate average salary by contribution assumption: employee only about $216,679 at 4% or $144,452 at 6%; with 50% employer match about $144,452 at 4% or $96,302 at 6%; with 100% employer match about $108,339 at 4% or $72,226 at 6%.
200515$1,443,239$59,989$11,998iApproximate average salary by contribution assumption: employee only about $299,945 at 4% or $199,963 at 6%; with 50% employer match about $199,963 at 4% or $133,309 at 6%; with 100% employer match about $149,973 at 4% or $99,982 at 6%.
Burley Brokerage Profit Sharing Plan-5$1,443,239$59,989$11,998iApproximate average salary by contribution assumption: employee only about $299,945 at 4% or $199,963 at 6%; with 50% employer match about $199,963 at 4% or $133,309 at 6%; with 100% employer match about $149,973 at 4% or $99,982 at 6%.
200316$1,256,948$49,320$8,220iApproximate average salary by contribution assumption: employee only about $205,500 at 4% or $137,000 at 6%; with 50% employer match about $137,000 at 4% or $91,333 at 6%; with 100% employer match about $102,750 at 4% or $68,500 at 6%.
Burley Brokerage Profit Sharing Plan-6$1,256,948$49,320$8,220iApproximate average salary by contribution assumption: employee only about $205,500 at 4% or $137,000 at 6%; with 50% employer match about $137,000 at 4% or $91,333 at 6%; with 100% employer match about $102,750 at 4% or $68,500 at 6%.
200217$1,042,910$74,823$10,689iApproximate average salary by contribution assumption: employee only about $267,225 at 4% or $178,150 at 6%; with 50% employer match about $178,150 at 4% or $118,767 at 6%; with 100% employer match about $133,613 at 4% or $89,075 at 6%.
Burley Brokerage Profit Sharing Plan-7$1,042,910$74,823$10,689iApproximate average salary by contribution assumption: employee only about $267,225 at 4% or $178,150 at 6%; with 50% employer match about $178,150 at 4% or $118,767 at 6%; with 100% employer match about $133,613 at 4% or $89,075 at 6%.
200115$0$0-
Burley Brokerage Profit Sharing Plan-5---
200016$0$0-
Burley Brokerage Profit Sharing Plan-6---
199915$1,132,642$44,253$8,851iApproximate average salary by contribution assumption: employee only about $221,265 at 4% or $147,510 at 6%; with 50% employer match about $147,510 at 4% or $98,340 at 6%; with 100% employer match about $110,633 at 4% or $73,755 at 6%.
Burley Brokerage Profit Sharing Plan-5$1,132,642$44,253$8,851iApproximate average salary by contribution assumption: employee only about $221,265 at 4% or $147,510 at 6%; with 50% employer match about $147,510 at 4% or $98,340 at 6%; with 100% employer match about $110,633 at 4% or $73,755 at 6%.