J. Burns & Associates Inc.
Plan context: J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust
EIN 41-1613560 • 8 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
3
2006 Assets
$1,041,457
2006 Contributions
$78,107
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 0 | - | - | - |
| 2005 | 1 | 3 | $1,041,457 | $78,107 | $26,036iApproximate average salary by contribution assumption: employee only about $650,892 at 4% or $433,928 at 6%; with 50% employer match about $433,928 at 4% or $289,285 at 6%; with 100% employer match about $325,446 at 4% or $216,964 at 6%. |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 3 | $1,041,457 | $78,107 | $26,036iApproximate average salary by contribution assumption: employee only about $650,892 at 4% or $433,928 at 6%; with 50% employer match about $433,928 at 4% or $289,285 at 6%; with 100% employer match about $325,446 at 4% or $216,964 at 6%. |
| 2004 | 1 | 4 | $950,494 | $83,009 | $20,752iApproximate average salary by contribution assumption: employee only about $518,806 at 4% or $345,871 at 6%; with 50% employer match about $345,871 at 4% or $230,581 at 6%; with 100% employer match about $259,403 at 4% or $172,935 at 6%. |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 4 | $950,494 | $83,009 | $20,752iApproximate average salary by contribution assumption: employee only about $518,806 at 4% or $345,871 at 6%; with 50% employer match about $345,871 at 4% or $230,581 at 6%; with 100% employer match about $259,403 at 4% or $172,935 at 6%. |
| 2003 | 1 | 4 | $757,401 | $99,999 | $25,000iApproximate average salary by contribution assumption: employee only about $624,994 at 4% or $416,663 at 6%; with 50% employer match about $416,663 at 4% or $277,775 at 6%; with 100% employer match about $312,497 at 4% or $208,331 at 6%. |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 4 | $757,401 | $99,999 | $25,000iApproximate average salary by contribution assumption: employee only about $624,994 at 4% or $416,663 at 6%; with 50% employer match about $416,663 at 4% or $277,775 at 6%; with 100% employer match about $312,497 at 4% or $208,331 at 6%. |
| 2002 | 1 | 4 | $514,338 | $88,832 | $22,208iApproximate average salary by contribution assumption: employee only about $555,200 at 4% or $370,133 at 6%; with 50% employer match about $370,133 at 4% or $246,756 at 6%; with 100% employer match about $277,600 at 4% or $185,067 at 6%. |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 4 | $514,338 | $88,832 | $22,208iApproximate average salary by contribution assumption: employee only about $555,200 at 4% or $370,133 at 6%; with 50% employer match about $370,133 at 4% or $246,756 at 6%; with 100% employer match about $277,600 at 4% or $185,067 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 4 | - | - | - |
| 1999 | 1 | 3 | $607,610 | $41,505 | $13,835iApproximate average salary by contribution assumption: employee only about $345,875 at 4% or $230,583 at 6%; with 50% employer match about $230,583 at 4% or $153,722 at 6%; with 100% employer match about $172,938 at 4% or $115,292 at 6%. |
| J. Burns & Associates Inc. Defined Benefit Pension Plan and Trust | - | 3 | $607,610 | $41,505 | $13,835iApproximate average salary by contribution assumption: employee only about $345,875 at 4% or $230,583 at 6%; with 50% employer match about $230,583 at 4% or $153,722 at 6%; with 100% employer match about $172,938 at 4% or $115,292 at 6%. |