Civic Intelligence

Kathleen Burke Design Inc.

Plan context: Kathleen Burke Design Inc. 401(K) Plan

EIN 45-3073531 • Lafayette, CA • 22 filings • 2 plans

3449 Mt. Diablo BlvdSuite ALafayette, CA 94549-3987
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,470,228

2024 Contributions

$185,827

Historical Graphs

Total Assets Over Time

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

$3,470,228$1,735,114$0201220182023YearValue
$3,470,228Latest year 2023

Participants Over Time

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

1160201220182023YearValue
11Latest year 2023

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
202410$0$0-
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-0$0--
2023211$3,470,228$185,827$16,893iApproximate average salary by contribution assumption: employee only about $422,334 at 4% or $281,556 at 6%; with 50% employer match about $281,556 at 4% or $187,704 at 6%; with 100% employer match about $211,167 at 4% or $140,778 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-11$2,192,248$184,658$16,787iApproximate average salary by contribution assumption: employee only about $419,677 at 4% or $279,785 at 6%; with 50% employer match about $279,785 at 4% or $186,523 at 6%; with 100% employer match about $209,839 at 4% or $139,892 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-7$1,277,980$1,169$167iApproximate average salary by contribution assumption: employee only about $4,175 at 4% or $2,783 at 6%; with 50% employer match about $2,783 at 4% or $1,856 at 6%; with 100% employer match about $2,088 at 4% or $1,392 at 6%.
2022211$3,197,258$162,409$14,764iApproximate average salary by contribution assumption: employee only about $369,111 at 4% or $246,074 at 6%; with 50% employer match about $246,074 at 4% or $164,049 at 6%; with 100% employer match about $184,556 at 4% or $123,037 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-11$2,041,194$138,179$12,562iApproximate average salary by contribution assumption: employee only about $314,043 at 4% or $209,362 at 6%; with 50% employer match about $209,362 at 4% or $139,575 at 6%; with 100% employer match about $157,022 at 4% or $104,681 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-7$1,156,064$24,230$3,461iApproximate average salary by contribution assumption: employee only about $86,536 at 4% or $57,690 at 6%; with 50% employer match about $57,690 at 4% or $38,460 at 6%; with 100% employer match about $43,268 at 4% or $28,845 at 6%.
202128$3,414,285$353,845$44,231iApproximate average salary by contribution assumption: employee only about $1,105,766 at 4% or $737,177 at 6%; with 50% employer match about $737,177 at 4% or $491,451 at 6%; with 100% employer match about $552,883 at 4% or $368,589 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-8$2,184,583$108,845$13,606iApproximate average salary by contribution assumption: employee only about $340,141 at 4% or $226,760 at 6%; with 50% employer match about $226,760 at 4% or $151,174 at 6%; with 100% employer match about $170,070 at 4% or $113,380 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-5$1,229,702$245,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
202029$2,807,077$206,478$22,942iApproximate average salary by contribution assumption: employee only about $573,550 at 4% or $382,367 at 6%; with 50% employer match about $382,367 at 4% or $254,911 at 6%; with 100% employer match about $286,775 at 4% or $191,183 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-9$1,877,563$107,538$11,949iApproximate average salary by contribution assumption: employee only about $298,717 at 4% or $199,144 at 6%; with 50% employer match about $199,144 at 4% or $132,763 at 6%; with 100% employer match about $149,358 at 4% or $99,572 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-4$929,514$98,940$24,735iApproximate average salary by contribution assumption: employee only about $618,375 at 4% or $412,250 at 6%; with 50% employer match about $412,250 at 4% or $274,833 at 6%; with 100% employer match about $309,188 at 4% or $206,125 at 6%.
201925$2,392,305$242,499$48,500iApproximate average salary by contribution assumption: employee only about $1,212,495 at 4% or $808,330 at 6%; with 50% employer match about $808,330 at 4% or $538,887 at 6%; with 100% employer match about $606,248 at 4% or $404,165 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-5$1,592,576$95,589$19,118iApproximate average salary by contribution assumption: employee only about $477,945 at 4% or $318,630 at 6%; with 50% employer match about $318,630 at 4% or $212,420 at 6%; with 100% employer match about $238,973 at 4% or $159,315 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-4$799,729$146,910$36,728iApproximate average salary by contribution assumption: employee only about $918,188 at 4% or $612,125 at 6%; with 50% employer match about $612,125 at 4% or $408,083 at 6%; with 100% employer match about $459,094 at 4% or $306,063 at 6%.
201826$1,887,297$249,429$41,572iApproximate average salary by contribution assumption: employee only about $1,039,288 at 4% or $692,858 at 6%; with 50% employer match about $692,858 at 4% or $461,906 at 6%; with 100% employer match about $519,644 at 4% or $346,429 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-6$1,289,270$89,429$14,905iApproximate average salary by contribution assumption: employee only about $372,621 at 4% or $248,414 at 6%; with 50% employer match about $248,414 at 4% or $165,609 at 6%; with 100% employer match about $186,310 at 4% or $124,207 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-6$598,027$160,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
201726$1,745,960$253,905$42,318iApproximate average salary by contribution assumption: employee only about $1,057,938 at 4% or $705,292 at 6%; with 50% employer match about $705,292 at 4% or $470,194 at 6%; with 100% employer match about $528,969 at 4% or $352,646 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-6$1,277,713$98,603$16,434iApproximate average salary by contribution assumption: employee only about $410,846 at 4% or $273,897 at 6%; with 50% employer match about $273,897 at 4% or $182,598 at 6%; with 100% employer match about $205,423 at 4% or $136,949 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-4$468,247$155,302$38,826iApproximate average salary by contribution assumption: employee only about $970,638 at 4% or $647,092 at 6%; with 50% employer match about $647,092 at 4% or $431,394 at 6%; with 100% employer match about $485,319 at 4% or $323,546 at 6%.
201626$1,345,196$273,702$45,617iApproximate average salary by contribution assumption: employee only about $1,140,425 at 4% or $760,283 at 6%; with 50% employer match about $760,283 at 4% or $506,856 at 6%; with 100% employer match about $570,213 at 4% or $380,142 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-6$1,054,874$100,982$16,830iApproximate average salary by contribution assumption: employee only about $420,758 at 4% or $280,506 at 6%; with 50% employer match about $280,506 at 4% or $187,004 at 6%; with 100% employer match about $210,379 at 4% or $140,253 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-4$290,322$172,720$43,180iApproximate average salary by contribution assumption: employee only about $1,079,500 at 4% or $719,667 at 6%; with 50% employer match about $719,667 at 4% or $479,778 at 6%; with 100% employer match about $539,750 at 4% or $359,833 at 6%.
201527$1,003,807$223,992$31,999iApproximate average salary by contribution assumption: employee only about $799,971 at 4% or $533,314 at 6%; with 50% employer match about $533,314 at 4% or $355,543 at 6%; with 100% employer match about $399,986 at 4% or $266,657 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-7$889,307$109,492$15,642iApproximate average salary by contribution assumption: employee only about $391,043 at 4% or $260,695 at 6%; with 50% employer match about $260,695 at 4% or $173,797 at 6%; with 100% employer match about $195,521 at 4% or $130,348 at 6%.
KATHLEEN BURKE DESIGN CASH BALANCE PLAN-2$114,500$114,500$57,250iApproximate average salary by contribution assumption: employee only about $1,431,250 at 4% or $954,167 at 6%; with 50% employer match about $954,167 at 4% or $636,111 at 6%; with 100% employer match about $715,625 at 4% or $477,083 at 6%.
201414$814,066$68,499$17,125iApproximate average salary by contribution assumption: employee only about $428,119 at 4% or $285,413 at 6%; with 50% employer match about $285,413 at 4% or $190,275 at 6%; with 100% employer match about $214,059 at 4% or $142,706 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-4$814,066$68,499$17,125iApproximate average salary by contribution assumption: employee only about $428,119 at 4% or $285,413 at 6%; with 50% employer match about $285,413 at 4% or $190,275 at 6%; with 100% employer match about $214,059 at 4% or $142,706 at 6%.
201314$744,545$74,759$18,690iApproximate average salary by contribution assumption: employee only about $467,244 at 4% or $311,496 at 6%; with 50% employer match about $311,496 at 4% or $207,664 at 6%; with 100% employer match about $233,622 at 4% or $155,748 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-4$744,545$74,759$18,690iApproximate average salary by contribution assumption: employee only about $467,244 at 4% or $311,496 at 6%; with 50% employer match about $311,496 at 4% or $207,664 at 6%; with 100% employer match about $233,622 at 4% or $155,748 at 6%.
201213$536,392$82,403$27,468iApproximate average salary by contribution assumption: employee only about $686,692 at 4% or $457,794 at 6%; with 50% employer match about $457,794 at 4% or $305,196 at 6%; with 100% employer match about $343,346 at 4% or $228,897 at 6%.
Kathleen Burke Design Inc. 401(K) Plan-3$536,392$82,403$27,468iApproximate average salary by contribution assumption: employee only about $686,692 at 4% or $457,794 at 6%; with 50% employer match about $457,794 at 4% or $305,196 at 6%; with 100% employer match about $343,346 at 4% or $228,897 at 6%.