Civic Intelligence

Burchfield Insurance Group Inc.

Plan context: Burchfield Insurance Group Inc. 401(K) Plan

EIN 56-2242192 • Concord, NC • 20 filings • 3 plans

60 Union St.Concord, NC 28025
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,516,770

2024 Contributions

$194,772

Historical Graphs

Total Assets Over Time

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

$3,516,770$1,758,385$0200420152024YearValue
$3,516,770Latest year 2024

Participants Over Time

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

950200420152024YearValue
9Latest 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
202419$3,516,770$194,772$21,641iApproximate average salary by contribution assumption: employee only about $541,033 at 4% or $360,689 at 6%; with 50% employer match about $360,689 at 4% or $240,459 at 6%; with 100% employer match about $270,517 at 4% or $180,344 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-9$3,516,770$194,772$21,641iApproximate average salary by contribution assumption: employee only about $541,033 at 4% or $360,689 at 6%; with 50% employer match about $360,689 at 4% or $240,459 at 6%; with 100% employer match about $270,517 at 4% or $180,344 at 6%.
202319$2,843,897$200,033$22,226iApproximate average salary by contribution assumption: employee only about $555,647 at 4% or $370,431 at 6%; with 50% employer match about $370,431 at 4% or $246,954 at 6%; with 100% employer match about $277,824 at 4% or $185,216 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-9$2,843,897$200,033$22,226iApproximate average salary by contribution assumption: employee only about $555,647 at 4% or $370,431 at 6%; with 50% employer match about $370,431 at 4% or $246,954 at 6%; with 100% employer match about $277,824 at 4% or $185,216 at 6%.
202219$2,233,295$187,468$20,830iApproximate average salary by contribution assumption: employee only about $520,744 at 4% or $347,163 at 6%; with 50% employer match about $347,163 at 4% or $231,442 at 6%; with 100% employer match about $260,372 at 4% or $173,581 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-9$2,233,295$187,468$20,830iApproximate average salary by contribution assumption: employee only about $520,744 at 4% or $347,163 at 6%; with 50% employer match about $347,163 at 4% or $231,442 at 6%; with 100% employer match about $260,372 at 4% or $173,581 at 6%.
202119$2,428,820$164,225$18,247iApproximate average salary by contribution assumption: employee only about $456,181 at 4% or $304,120 at 6%; with 50% employer match about $304,120 at 4% or $202,747 at 6%; with 100% employer match about $228,090 at 4% or $152,060 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-9$2,428,820$164,225$18,247iApproximate average salary by contribution assumption: employee only about $456,181 at 4% or $304,120 at 6%; with 50% employer match about $304,120 at 4% or $202,747 at 6%; with 100% employer match about $228,090 at 4% or $152,060 at 6%.
202018$1,968,852$145,151$18,144iApproximate average salary by contribution assumption: employee only about $453,597 at 4% or $302,398 at 6%; with 50% employer match about $302,398 at 4% or $201,599 at 6%; with 100% employer match about $226,798 at 4% or $151,199 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-8$1,968,852$145,151$18,144iApproximate average salary by contribution assumption: employee only about $453,597 at 4% or $302,398 at 6%; with 50% employer match about $302,398 at 4% or $201,599 at 6%; with 100% employer match about $226,798 at 4% or $151,199 at 6%.
201917$1,650,066$117,865$16,838iApproximate average salary by contribution assumption: employee only about $420,946 at 4% or $280,631 at 6%; with 50% employer match about $280,631 at 4% or $187,087 at 6%; with 100% employer match about $210,473 at 4% or $140,315 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-7$1,650,066$117,865$16,838iApproximate average salary by contribution assumption: employee only about $420,946 at 4% or $280,631 at 6%; with 50% employer match about $280,631 at 4% or $187,087 at 6%; with 100% employer match about $210,473 at 4% or $140,315 at 6%.
201816$1,274,083$111,813$18,636iApproximate average salary by contribution assumption: employee only about $465,888 at 4% or $310,592 at 6%; with 50% employer match about $310,592 at 4% or $207,061 at 6%; with 100% employer match about $232,944 at 4% or $155,296 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-6$1,274,083$111,813$18,636iApproximate average salary by contribution assumption: employee only about $465,888 at 4% or $310,592 at 6%; with 50% employer match about $310,592 at 4% or $207,061 at 6%; with 100% employer match about $232,944 at 4% or $155,296 at 6%.
201716$1,266,167$112,511$18,752iApproximate average salary by contribution assumption: employee only about $468,796 at 4% or $312,531 at 6%; with 50% employer match about $312,531 at 4% or $208,354 at 6%; with 100% employer match about $234,398 at 4% or $156,265 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-6$1,266,167$112,511$18,752iApproximate average salary by contribution assumption: employee only about $468,796 at 4% or $312,531 at 6%; with 50% employer match about $312,531 at 4% or $208,354 at 6%; with 100% employer match about $234,398 at 4% or $156,265 at 6%.
201617$1,024,651$108,197$15,457iApproximate average salary by contribution assumption: employee only about $386,418 at 4% or $257,612 at 6%; with 50% employer match about $257,612 at 4% or $171,741 at 6%; with 100% employer match about $193,209 at 4% or $128,806 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-7$1,024,651$108,197$15,457iApproximate average salary by contribution assumption: employee only about $386,418 at 4% or $257,612 at 6%; with 50% employer match about $257,612 at 4% or $171,741 at 6%; with 100% employer match about $193,209 at 4% or $128,806 at 6%.
201517$838,916$102,565$14,652iApproximate average salary by contribution assumption: employee only about $366,304 at 4% or $244,202 at 6%; with 50% employer match about $244,202 at 4% or $162,802 at 6%; with 100% employer match about $183,152 at 4% or $122,101 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-7$838,916$102,565$14,652iApproximate average salary by contribution assumption: employee only about $366,304 at 4% or $244,202 at 6%; with 50% employer match about $244,202 at 4% or $162,802 at 6%; with 100% employer match about $183,152 at 4% or $122,101 at 6%.
201415$753,785$82,602$16,520iApproximate average salary by contribution assumption: employee only about $413,010 at 4% or $275,340 at 6%; with 50% employer match about $275,340 at 4% or $183,560 at 6%; with 100% employer match about $206,505 at 4% or $137,670 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$753,785$82,602$16,520iApproximate average salary by contribution assumption: employee only about $413,010 at 4% or $275,340 at 6%; with 50% employer match about $275,340 at 4% or $183,560 at 6%; with 100% employer match about $206,505 at 4% or $137,670 at 6%.
201315$597,352$77,244$15,449iApproximate average salary by contribution assumption: employee only about $386,220 at 4% or $257,480 at 6%; with 50% employer match about $257,480 at 4% or $171,653 at 6%; with 100% employer match about $193,110 at 4% or $128,740 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$597,352$77,244$15,449iApproximate average salary by contribution assumption: employee only about $386,220 at 4% or $257,480 at 6%; with 50% employer match about $257,480 at 4% or $171,653 at 6%; with 100% employer match about $193,110 at 4% or $128,740 at 6%.
201215$448,651$75,706$15,141iApproximate average salary by contribution assumption: employee only about $378,530 at 4% or $252,353 at 6%; with 50% employer match about $252,353 at 4% or $168,236 at 6%; with 100% employer match about $189,265 at 4% or $126,177 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$448,651$75,706$15,141iApproximate average salary by contribution assumption: employee only about $378,530 at 4% or $252,353 at 6%; with 50% employer match about $252,353 at 4% or $168,236 at 6%; with 100% employer match about $189,265 at 4% or $126,177 at 6%.
201115$393,075$73,305$14,661iApproximate average salary by contribution assumption: employee only about $366,525 at 4% or $244,350 at 6%; with 50% employer match about $244,350 at 4% or $162,900 at 6%; with 100% employer match about $183,263 at 4% or $122,175 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$393,075$73,305$14,661iApproximate average salary by contribution assumption: employee only about $366,525 at 4% or $244,350 at 6%; with 50% employer match about $244,350 at 4% or $162,900 at 6%; with 100% employer match about $183,263 at 4% or $122,175 at 6%.
201015$518,223$90,743$18,149iApproximate average salary by contribution assumption: employee only about $453,715 at 4% or $302,477 at 6%; with 50% employer match about $302,477 at 4% or $201,651 at 6%; with 100% employer match about $226,857 at 4% or $151,238 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$518,223$90,743$18,149iApproximate average salary by contribution assumption: employee only about $453,715 at 4% or $302,477 at 6%; with 50% employer match about $302,477 at 4% or $201,651 at 6%; with 100% employer match about $226,857 at 4% or $151,238 at 6%.
200915$528,728$93,514$18,703iApproximate average salary by contribution assumption: employee only about $467,570 at 4% or $311,713 at 6%; with 50% employer match about $311,713 at 4% or $207,809 at 6%; with 100% employer match about $233,785 at 4% or $155,857 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$528,728$93,514$18,703iApproximate average salary by contribution assumption: employee only about $467,570 at 4% or $311,713 at 6%; with 50% employer match about $311,713 at 4% or $207,809 at 6%; with 100% employer match about $233,785 at 4% or $155,857 at 6%.
200815$323,715$89,863$17,973iApproximate average salary by contribution assumption: employee only about $449,315 at 4% or $299,543 at 6%; with 50% employer match about $299,543 at 4% or $199,696 at 6%; with 100% employer match about $224,657 at 4% or $149,772 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$323,715$89,863$17,973iApproximate average salary by contribution assumption: employee only about $449,315 at 4% or $299,543 at 6%; with 50% employer match about $299,543 at 4% or $199,696 at 6%; with 100% employer match about $224,657 at 4% or $149,772 at 6%.
200715$352,834$81,499$16,300iApproximate average salary by contribution assumption: employee only about $407,495 at 4% or $271,663 at 6%; with 50% employer match about $271,663 at 4% or $181,109 at 6%; with 100% employer match about $203,748 at 4% or $135,832 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-5$352,834$81,499$16,300iApproximate average salary by contribution assumption: employee only about $407,495 at 4% or $271,663 at 6%; with 50% employer match about $271,663 at 4% or $181,109 at 6%; with 100% employer match about $203,748 at 4% or $135,832 at 6%.
200614$267,887$92,450$23,113iApproximate average salary by contribution assumption: employee only about $577,813 at 4% or $385,208 at 6%; with 50% employer match about $385,208 at 4% or $256,806 at 6%; with 100% employer match about $288,906 at 4% or $192,604 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-4$267,887$92,450$23,113iApproximate average salary by contribution assumption: employee only about $577,813 at 4% or $385,208 at 6%; with 50% employer match about $385,208 at 4% or $256,806 at 6%; with 100% employer match about $288,906 at 4% or $192,604 at 6%.
200414$65,087$71,334$17,834iApproximate average salary by contribution assumption: employee only about $445,838 at 4% or $297,225 at 6%; with 50% employer match about $297,225 at 4% or $198,150 at 6%; with 100% employer match about $222,919 at 4% or $148,613 at 6%.
Burchfield Insurance Group Inc. 401(K) Plan-4$65,087$71,334$17,834iApproximate average salary by contribution assumption: employee only about $445,838 at 4% or $297,225 at 6%; with 50% employer match about $297,225 at 4% or $198,150 at 6%; with 100% employer match about $222,919 at 4% or $148,613 at 6%.