Civic Intelligence

Burt Associates Inc.

Plan context: Burt Associates Inc. 401K Profit Sharing Plan

EIN 52-0957343 • Rockville, MD • 31 filings • 6 plans

6116 Executive Blvd Suite 550Rockville, MD 20852
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$7,936,006

2024 Contributions

$498,049

Historical Graphs

Total Assets Over Time

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

$7,936,006$3,968,003$0199920132024YearValue
$7,936,006Latest year 2024

Participants Over Time

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

1580199920122024YearValue
15Latest 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
2024115$7,936,006$498,049$33,203iApproximate average salary by contribution assumption: employee only about $830,082 at 4% or $553,388 at 6%; with 50% employer match about $553,388 at 4% or $368,925 at 6%; with 100% employer match about $415,041 at 4% or $276,694 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-15$7,936,006$498,049$33,203iApproximate average salary by contribution assumption: employee only about $830,082 at 4% or $553,388 at 6%; with 50% employer match about $553,388 at 4% or $368,925 at 6%; with 100% employer match about $415,041 at 4% or $276,694 at 6%.
2023114$6,647,867$496,298$35,450iApproximate average salary by contribution assumption: employee only about $886,246 at 4% or $590,831 at 6%; with 50% employer match about $590,831 at 4% or $393,887 at 6%; with 100% employer match about $443,123 at 4% or $295,415 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-14$6,647,867$496,298$35,450iApproximate average salary by contribution assumption: employee only about $886,246 at 4% or $590,831 at 6%; with 50% employer match about $590,831 at 4% or $393,887 at 6%; with 100% employer match about $443,123 at 4% or $295,415 at 6%.
2022113$5,337,129$384,239$29,557iApproximate average salary by contribution assumption: employee only about $738,921 at 4% or $492,614 at 6%; with 50% employer match about $492,614 at 4% or $328,409 at 6%; with 100% employer match about $369,461 at 4% or $246,307 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-13$5,337,129$384,239$29,557iApproximate average salary by contribution assumption: employee only about $738,921 at 4% or $492,614 at 6%; with 50% employer match about $492,614 at 4% or $328,409 at 6%; with 100% employer match about $369,461 at 4% or $246,307 at 6%.
2021113$5,947,681$386,083$29,699iApproximate average salary by contribution assumption: employee only about $742,467 at 4% or $494,978 at 6%; with 50% employer match about $494,978 at 4% or $329,985 at 6%; with 100% employer match about $371,234 at 4% or $247,489 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-13$5,947,681$386,083$29,699iApproximate average salary by contribution assumption: employee only about $742,467 at 4% or $494,978 at 6%; with 50% employer match about $494,978 at 4% or $329,985 at 6%; with 100% employer match about $371,234 at 4% or $247,489 at 6%.
2020112$4,931,109$312,285$26,024iApproximate average salary by contribution assumption: employee only about $650,594 at 4% or $433,729 at 6%; with 50% employer match about $433,729 at 4% or $289,153 at 6%; with 100% employer match about $325,297 at 4% or $216,865 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$4,931,109$312,285$26,024iApproximate average salary by contribution assumption: employee only about $650,594 at 4% or $433,729 at 6%; with 50% employer match about $433,729 at 4% or $289,153 at 6%; with 100% employer match about $325,297 at 4% or $216,865 at 6%.
2019111$3,960,841$410,600$37,327iApproximate average salary by contribution assumption: employee only about $933,182 at 4% or $622,121 at 6%; with 50% employer match about $622,121 at 4% or $414,747 at 6%; with 100% employer match about $466,591 at 4% or $311,061 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-11$3,960,841$410,600$37,327iApproximate average salary by contribution assumption: employee only about $933,182 at 4% or $622,121 at 6%; with 50% employer match about $622,121 at 4% or $414,747 at 6%; with 100% employer match about $466,591 at 4% or $311,061 at 6%.
2018112$3,367,877$261,873$21,823iApproximate average salary by contribution assumption: employee only about $545,569 at 4% or $363,713 at 6%; with 50% employer match about $363,713 at 4% or $242,475 at 6%; with 100% employer match about $272,784 at 4% or $181,856 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$3,367,877$261,873$21,823iApproximate average salary by contribution assumption: employee only about $545,569 at 4% or $363,713 at 6%; with 50% employer match about $363,713 at 4% or $242,475 at 6%; with 100% employer match about $272,784 at 4% or $181,856 at 6%.
2017111$3,310,109$266,140$24,195iApproximate average salary by contribution assumption: employee only about $604,864 at 4% or $403,242 at 6%; with 50% employer match about $403,242 at 4% or $268,828 at 6%; with 100% employer match about $302,432 at 4% or $201,621 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-11$3,310,109$266,140$24,195iApproximate average salary by contribution assumption: employee only about $604,864 at 4% or $403,242 at 6%; with 50% employer match about $403,242 at 4% or $268,828 at 6%; with 100% employer match about $302,432 at 4% or $201,621 at 6%.
2016112$2,679,874$269,144$22,429iApproximate average salary by contribution assumption: employee only about $560,717 at 4% or $373,811 at 6%; with 50% employer match about $373,811 at 4% or $249,207 at 6%; with 100% employer match about $280,358 at 4% or $186,906 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$2,679,874$269,144$22,429iApproximate average salary by contribution assumption: employee only about $560,717 at 4% or $373,811 at 6%; with 50% employer match about $373,811 at 4% or $249,207 at 6%; with 100% employer match about $280,358 at 4% or $186,906 at 6%.
2015111$2,565,381$295,136$26,831iApproximate average salary by contribution assumption: employee only about $670,764 at 4% or $447,176 at 6%; with 50% employer match about $447,176 at 4% or $298,117 at 6%; with 100% employer match about $335,382 at 4% or $223,588 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-11$2,565,381$295,136$26,831iApproximate average salary by contribution assumption: employee only about $670,764 at 4% or $447,176 at 6%; with 50% employer match about $447,176 at 4% or $298,117 at 6%; with 100% employer match about $335,382 at 4% or $223,588 at 6%.
2014111$2,324,380$283,652$25,787iApproximate average salary by contribution assumption: employee only about $644,664 at 4% or $429,776 at 6%; with 50% employer match about $429,776 at 4% or $286,517 at 6%; with 100% employer match about $322,332 at 4% or $214,888 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-11$2,324,380$283,652$25,787iApproximate average salary by contribution assumption: employee only about $644,664 at 4% or $429,776 at 6%; with 50% employer match about $429,776 at 4% or $286,517 at 6%; with 100% employer match about $322,332 at 4% or $214,888 at 6%.
2013112$2,022,523$277,908$23,159iApproximate average salary by contribution assumption: employee only about $578,975 at 4% or $385,983 at 6%; with 50% employer match about $385,983 at 4% or $257,322 at 6%; with 100% employer match about $289,488 at 4% or $192,992 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$2,022,523$277,908$23,159iApproximate average salary by contribution assumption: employee only about $578,975 at 4% or $385,983 at 6%; with 50% employer match about $385,983 at 4% or $257,322 at 6%; with 100% employer match about $289,488 at 4% or $192,992 at 6%.
2012112$1,527,981$244,079$20,340iApproximate average salary by contribution assumption: employee only about $508,498 at 4% or $338,999 at 6%; with 50% employer match about $338,999 at 4% or $225,999 at 6%; with 100% employer match about $254,249 at 4% or $169,499 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$1,527,981$244,079$20,340iApproximate average salary by contribution assumption: employee only about $508,498 at 4% or $338,999 at 6%; with 50% employer match about $338,999 at 4% or $225,999 at 6%; with 100% employer match about $254,249 at 4% or $169,499 at 6%.
2011111$1,175,230$224,645$20,422iApproximate average salary by contribution assumption: employee only about $510,557 at 4% or $340,371 at 6%; with 50% employer match about $340,371 at 4% or $226,914 at 6%; with 100% employer match about $255,278 at 4% or $170,186 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-11$1,175,230$224,645$20,422iApproximate average salary by contribution assumption: employee only about $510,557 at 4% or $340,371 at 6%; with 50% employer match about $340,371 at 4% or $226,914 at 6%; with 100% employer match about $255,278 at 4% or $170,186 at 6%.
2010112$1,222,883$265,314$22,110iApproximate average salary by contribution assumption: employee only about $552,738 at 4% or $368,492 at 6%; with 50% employer match about $368,492 at 4% or $245,661 at 6%; with 100% employer match about $276,369 at 4% or $184,246 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$1,222,883$265,314$22,110iApproximate average salary by contribution assumption: employee only about $552,738 at 4% or $368,492 at 6%; with 50% employer match about $368,492 at 4% or $245,661 at 6%; with 100% employer match about $276,369 at 4% or $184,246 at 6%.
2009113$1,011,936$169,802$13,062iApproximate average salary by contribution assumption: employee only about $326,542 at 4% or $217,695 at 6%; with 50% employer match about $217,695 at 4% or $145,130 at 6%; with 100% employer match about $163,271 at 4% or $108,847 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-13$1,011,936$169,802$13,062iApproximate average salary by contribution assumption: employee only about $326,542 at 4% or $217,695 at 6%; with 50% employer match about $217,695 at 4% or $145,130 at 6%; with 100% employer match about $163,271 at 4% or $108,847 at 6%.
2008112$696,090$146,265$12,189iApproximate average salary by contribution assumption: employee only about $304,719 at 4% or $203,146 at 6%; with 50% employer match about $203,146 at 4% or $135,431 at 6%; with 100% employer match about $152,359 at 4% or $101,573 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-12$696,090$146,265$12,189iApproximate average salary by contribution assumption: employee only about $304,719 at 4% or $203,146 at 6%; with 50% employer match about $203,146 at 4% or $135,431 at 6%; with 100% employer match about $152,359 at 4% or $101,573 at 6%.
2007111$0$0-
Burt Associates Inc. 401K Profit Sharing Plan-11---
2006111$835,885$171,015$15,547iApproximate average salary by contribution assumption: employee only about $388,670 at 4% or $259,114 at 6%; with 50% employer match about $259,114 at 4% or $172,742 at 6%; with 100% employer match about $194,335 at 4% or $129,557 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-11$835,885$171,015$15,547iApproximate average salary by contribution assumption: employee only about $388,670 at 4% or $259,114 at 6%; with 50% employer match about $259,114 at 4% or $172,742 at 6%; with 100% employer match about $194,335 at 4% or $129,557 at 6%.
200519$575,950$132,487$14,721iApproximate average salary by contribution assumption: employee only about $368,019 at 4% or $245,346 at 6%; with 50% employer match about $245,346 at 4% or $163,564 at 6%; with 100% employer match about $184,010 at 4% or $122,673 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-9$575,950$132,487$14,721iApproximate average salary by contribution assumption: employee only about $368,019 at 4% or $245,346 at 6%; with 50% employer match about $245,346 at 4% or $163,564 at 6%; with 100% employer match about $184,010 at 4% or $122,673 at 6%.
200428$406,208$99,298$12,412iApproximate average salary by contribution assumption: employee only about $310,306 at 4% or $206,871 at 6%; with 50% employer match about $206,871 at 4% or $137,914 at 6%; with 100% employer match about $155,153 at 4% or $103,435 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-8$406,208$99,298$12,412iApproximate average salary by contribution assumption: employee only about $310,306 at 4% or $206,871 at 6%; with 50% employer match about $206,871 at 4% or $137,914 at 6%; with 100% employer match about $155,153 at 4% or $103,435 at 6%.
Burt Associates Inc. Employee Stock Ownership Plan-0---
200327$964,826$83,796$11,971iApproximate average salary by contribution assumption: employee only about $299,271 at 4% or $199,514 at 6%; with 50% employer match about $199,514 at 4% or $133,010 at 6%; with 100% employer match about $149,636 at 4% or $99,757 at 6%.
Burt Associates Inc. Employee Stock Ownership Plan-4$689,346--
Burt Associates Inc. 401K Profit Sharing Plan-7$275,480$83,796$11,971iApproximate average salary by contribution assumption: employee only about $299,271 at 4% or $199,514 at 6%; with 50% employer match about $199,514 at 4% or $133,010 at 6%; with 100% employer match about $149,636 at 4% or $99,757 at 6%.
200226$812,752$74,197$12,366iApproximate average salary by contribution assumption: employee only about $309,154 at 4% or $206,103 at 6%; with 50% employer match about $206,103 at 4% or $137,402 at 6%; with 100% employer match about $154,577 at 4% or $103,051 at 6%.
Burt Associates Inc. Employee Stock Ownership Plan-3$658,532--
Burt Associates Inc. 401K Profit Sharing Plan-6$154,220$74,197$12,366iApproximate average salary by contribution assumption: employee only about $309,154 at 4% or $206,103 at 6%; with 50% employer match about $206,103 at 4% or $137,402 at 6%; with 100% employer match about $154,577 at 4% or $103,051 at 6%.
200126$100,133$65,773$10,962iApproximate average salary by contribution assumption: employee only about $274,054 at 4% or $182,703 at 6%; with 50% employer match about $182,703 at 4% or $121,802 at 6%; with 100% employer match about $137,027 at 4% or $91,351 at 6%.
Burt Associates Inc. 401K Profit Sharing Plan-6$100,133$65,773$10,962iApproximate average salary by contribution assumption: employee only about $274,054 at 4% or $182,703 at 6%; with 50% employer match about $182,703 at 4% or $121,802 at 6%; with 100% employer match about $137,027 at 4% or $91,351 at 6%.
Burt Associates Inc. Employee Stock Ownership Plan-4---
200024$0$0-
Burt Associates Inc. 401K Profit Sharing Plan-4---
Burt Associates Inc. Employee Stock Ownership Plan-3---
199913$505,632$59,685$19,895iApproximate average salary by contribution assumption: employee only about $497,375 at 4% or $331,583 at 6%; with 50% employer match about $331,583 at 4% or $221,056 at 6%; with 100% employer match about $248,688 at 4% or $165,792 at 6%.
Burt Associates Inc. Employee Stock Ownership Plan-3$505,632$59,685$19,895iApproximate average salary by contribution assumption: employee only about $497,375 at 4% or $331,583 at 6%; with 50% employer match about $331,583 at 4% or $221,056 at 6%; with 100% employer match about $248,688 at 4% or $165,792 at 6%.