Civic Intelligence

Wm Burch & Co. LLC

Plan context: Wm Burch & Co. LLC 401K

EIN 46-1688580 • Houston, TX • 4 filings • 1 plans

2422 Mimosa DriveHouston, TX 77019
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$144,776

2016 Contributions

$53,500

Historical Graphs

Total Assets Over Time

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

$280,103$140,052$0201320152016YearValue
$144,776Latest year 2016

Participants Over Time

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

110201320152016YearValue
1Latest year 2016

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
201611$144,776$0-
Wm Burch & Co. LLC 401K-1$144,776--
201511$280,103$53,500$53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%.
Wm Burch & Co. LLC 401K-1$280,103$53,500$53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%.
201411$238,815$49,500$49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%.
Wm Burch & Co. LLC 401K-1$238,815$49,500$49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%.
201311$175,416$159,441$159,441iApproximate average salary by contribution assumption: employee only about $3,986,025 at 4% or $2,657,350 at 6%; with 50% employer match about $2,657,350 at 4% or $1,771,567 at 6%; with 100% employer match about $1,993,013 at 4% or $1,328,675 at 6%.
Wm Burch & Co. LLC 401K-1$175,416$159,441$159,441iApproximate average salary by contribution assumption: employee only about $3,986,025 at 4% or $2,657,350 at 6%; with 50% employer match about $2,657,350 at 4% or $1,771,567 at 6%; with 100% employer match about $1,993,013 at 4% or $1,328,675 at 6%.