Civic Intelligence

Burkholder & Associates

Plan context: Burkholder & Associates 401(K) Plan

EIN 46-2356411 • Chevy Chase, MD • 10 filings • 1 plans

2 Wisconsin Circle, Suite 700Chevy Chase, MD 20815
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$406,076

2024 Contributions

$100,189

Historical Graphs

Total Assets Over Time

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

$1,330,788$665,394$0201520202024YearValue
$406,076Latest year 2024

Participants Over Time

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

530201520202024YearValue
4Latest year 2024

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
202414$406,076$100,189$25,047iApproximate average salary by contribution assumption: employee only about $626,181 at 4% or $417,454 at 6%; with 50% employer match about $417,454 at 4% or $278,303 at 6%; with 100% employer match about $313,091 at 4% or $208,727 at 6%.
Burkholder & Associates 401(K) Plan-4$406,076$100,189$25,047iApproximate average salary by contribution assumption: employee only about $626,181 at 4% or $417,454 at 6%; with 50% employer match about $417,454 at 4% or $278,303 at 6%; with 100% employer match about $313,091 at 4% or $208,727 at 6%.
202314$1,330,788$90,763$22,691iApproximate average salary by contribution assumption: employee only about $567,269 at 4% or $378,179 at 6%; with 50% employer match about $378,179 at 4% or $252,119 at 6%; with 100% employer match about $283,634 at 4% or $189,090 at 6%.
Burkholder & Associates 401(K) Plan-4$1,330,788$90,763$22,691iApproximate average salary by contribution assumption: employee only about $567,269 at 4% or $378,179 at 6%; with 50% employer match about $378,179 at 4% or $252,119 at 6%; with 100% employer match about $283,634 at 4% or $189,090 at 6%.
202214$1,126,290$102,982$25,746iApproximate average salary by contribution assumption: employee only about $643,638 at 4% or $429,092 at 6%; with 50% employer match about $429,092 at 4% or $286,061 at 6%; with 100% employer match about $321,819 at 4% or $214,546 at 6%.
Burkholder & Associates 401(K) Plan-4$1,126,290$102,982$25,746iApproximate average salary by contribution assumption: employee only about $643,638 at 4% or $429,092 at 6%; with 50% employer match about $429,092 at 4% or $286,061 at 6%; with 100% employer match about $321,819 at 4% or $214,546 at 6%.
202114$1,180,631$88,902$22,226iApproximate average salary by contribution assumption: employee only about $555,638 at 4% or $370,425 at 6%; with 50% employer match about $370,425 at 4% or $246,950 at 6%; with 100% employer match about $277,819 at 4% or $185,213 at 6%.
Burkholder & Associates 401(K) Plan-4$1,180,631$88,902$22,226iApproximate average salary by contribution assumption: employee only about $555,638 at 4% or $370,425 at 6%; with 50% employer match about $370,425 at 4% or $246,950 at 6%; with 100% employer match about $277,819 at 4% or $185,213 at 6%.
202014$1,011,283$83,775$20,944iApproximate average salary by contribution assumption: employee only about $523,594 at 4% or $349,063 at 6%; with 50% employer match about $349,063 at 4% or $232,708 at 6%; with 100% employer match about $261,797 at 4% or $174,531 at 6%.
Burkholder & Associates 401(K) Plan-4$1,011,283$83,775$20,944iApproximate average salary by contribution assumption: employee only about $523,594 at 4% or $349,063 at 6%; with 50% employer match about $349,063 at 4% or $232,708 at 6%; with 100% employer match about $261,797 at 4% or $174,531 at 6%.
201915$786,021$67,909$13,582iApproximate average salary by contribution assumption: employee only about $339,545 at 4% or $226,363 at 6%; with 50% employer match about $226,363 at 4% or $150,909 at 6%; with 100% employer match about $169,773 at 4% or $113,182 at 6%.
Burkholder & Associates 401(K) Plan-5$786,021$67,909$13,582iApproximate average salary by contribution assumption: employee only about $339,545 at 4% or $226,363 at 6%; with 50% employer match about $226,363 at 4% or $150,909 at 6%; with 100% employer match about $169,773 at 4% or $113,182 at 6%.
201815$607,140$67,511$13,502iApproximate average salary by contribution assumption: employee only about $337,555 at 4% or $225,037 at 6%; with 50% employer match about $225,037 at 4% or $150,024 at 6%; with 100% employer match about $168,778 at 4% or $112,518 at 6%.
Burkholder & Associates 401(K) Plan-5$607,140$67,511$13,502iApproximate average salary by contribution assumption: employee only about $337,555 at 4% or $225,037 at 6%; with 50% employer match about $225,037 at 4% or $150,024 at 6%; with 100% employer match about $168,778 at 4% or $112,518 at 6%.
201713$596,801$63,390$21,130iApproximate average salary by contribution assumption: employee only about $528,250 at 4% or $352,167 at 6%; with 50% employer match about $352,167 at 4% or $234,778 at 6%; with 100% employer match about $264,125 at 4% or $176,083 at 6%.
Burkholder & Associates 401(K) Plan-3$596,801$63,390$21,130iApproximate average salary by contribution assumption: employee only about $528,250 at 4% or $352,167 at 6%; with 50% employer match about $352,167 at 4% or $234,778 at 6%; with 100% employer match about $264,125 at 4% or $176,083 at 6%.
201612$435,532$62,147$31,074iApproximate average salary by contribution assumption: employee only about $776,838 at 4% or $517,892 at 6%; with 50% employer match about $517,892 at 4% or $345,261 at 6%; with 100% employer match about $388,419 at 4% or $258,946 at 6%.
Burkholder & Associates 401(K) Plan-2$435,532$62,147$31,074iApproximate average salary by contribution assumption: employee only about $776,838 at 4% or $517,892 at 6%; with 50% employer match about $517,892 at 4% or $345,261 at 6%; with 100% employer match about $388,419 at 4% or $258,946 at 6%.
201512$338,256$346,116$173,058iApproximate average salary by contribution assumption: employee only about $4,326,450 at 4% or $2,884,300 at 6%; with 50% employer match about $2,884,300 at 4% or $1,922,867 at 6%; with 100% employer match about $2,163,225 at 4% or $1,442,150 at 6%.
Burkholder & Associates 401(K) Plan-2$338,256$346,116$173,058iApproximate average salary by contribution assumption: employee only about $4,326,450 at 4% or $2,884,300 at 6%; with 50% employer match about $2,884,300 at 4% or $1,922,867 at 6%; with 100% employer match about $2,163,225 at 4% or $1,442,150 at 6%.