Alan I. Burch, D.D.S., P.A.
Plan context: Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust
EIN 59-1690118 • Aventura, FL • 20 filings • 3 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$2,618,120
2014 Contributions
$5,919
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 1 | $2,618,120 | $0 | - |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 1 | $2,618,120 | $0 | - |
| 2013 | 1 | 5 | $3,139,021 | $5,919 | $1,184iApproximate average salary by contribution assumption: employee only about $29,595 at 4% or $19,730 at 6%; with 50% employer match about $19,730 at 4% or $13,153 at 6%; with 100% employer match about $14,798 at 4% or $9,865 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 5 | $3,139,021 | $5,919 | $1,184iApproximate average salary by contribution assumption: employee only about $29,595 at 4% or $19,730 at 6%; with 50% employer match about $19,730 at 4% or $13,153 at 6%; with 100% employer match about $14,798 at 4% or $9,865 at 6%. |
| 2012 | 1 | 5 | $2,163,581 | $4,946 | $989iApproximate average salary by contribution assumption: employee only about $24,730 at 4% or $16,487 at 6%; with 50% employer match about $16,487 at 4% or $10,991 at 6%; with 100% employer match about $12,365 at 4% or $8,243 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 5 | $2,163,581 | $4,946 | $989iApproximate average salary by contribution assumption: employee only about $24,730 at 4% or $16,487 at 6%; with 50% employer match about $16,487 at 4% or $10,991 at 6%; with 100% employer match about $12,365 at 4% or $8,243 at 6%. |
| 2011 | 1 | 5 | $1,903,436 | $3,398 | $680iApproximate average salary by contribution assumption: employee only about $16,990 at 4% or $11,327 at 6%; with 50% employer match about $11,327 at 4% or $7,551 at 6%; with 100% employer match about $8,495 at 4% or $5,663 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 5 | $1,903,436 | $3,398 | $680iApproximate average salary by contribution assumption: employee only about $16,990 at 4% or $11,327 at 6%; with 50% employer match about $11,327 at 4% or $7,551 at 6%; with 100% employer match about $8,495 at 4% or $5,663 at 6%. |
| 2010 | 1 | 4 | $2,114,897 | $3,004 | $751iApproximate average salary by contribution assumption: employee only about $18,775 at 4% or $12,517 at 6%; with 50% employer match about $12,517 at 4% or $8,344 at 6%; with 100% employer match about $9,388 at 4% or $6,258 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $2,114,897 | $3,004 | $751iApproximate average salary by contribution assumption: employee only about $18,775 at 4% or $12,517 at 6%; with 50% employer match about $12,517 at 4% or $8,344 at 6%; with 100% employer match about $9,388 at 4% or $6,258 at 6%. |
| 2009 | 1 | 4 | $2,053,940 | $2,433 | $608iApproximate average salary by contribution assumption: employee only about $15,206 at 4% or $10,138 at 6%; with 50% employer match about $10,138 at 4% or $6,758 at 6%; with 100% employer match about $7,603 at 4% or $5,069 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $2,053,940 | $2,433 | $608iApproximate average salary by contribution assumption: employee only about $15,206 at 4% or $10,138 at 6%; with 50% employer match about $10,138 at 4% or $6,758 at 6%; with 100% employer match about $7,603 at 4% or $5,069 at 6%. |
| 2008 | 1 | 4 | $1,814,950 | $3,581 | $895iApproximate average salary by contribution assumption: employee only about $22,381 at 4% or $14,921 at 6%; with 50% employer match about $14,921 at 4% or $9,947 at 6%; with 100% employer match about $11,191 at 4% or $7,460 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 4 | $1,814,950 | $3,581 | $895iApproximate average salary by contribution assumption: employee only about $22,381 at 4% or $14,921 at 6%; with 50% employer match about $14,921 at 4% or $9,947 at 6%; with 100% employer match about $11,191 at 4% or $7,460 at 6%. |
| 2007 | 2 | 5 | $0 | $0 | - |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 0 | - | - | - |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 5 | - | - | - |
| 2006 | 2 | 5 | $2,778,192 | $2,630,458 | $526,092iApproximate average salary by contribution assumption: employee only about $13,152,290 at 4% or $8,768,193 at 6%; with 50% employer match about $8,768,193 at 4% or $5,845,462 at 6%; with 100% employer match about $6,576,145 at 4% or $4,384,097 at 6%. |
| Alan I. Burch, D.D.S., P.A. Retirement Plan & Trust | - | 5 | $2,720,782 | $2,630,458 | $526,092iApproximate average salary by contribution assumption: employee only about $13,152,290 at 4% or $8,768,193 at 6%; with 50% employer match about $8,768,193 at 4% or $5,845,462 at 6%; with 100% employer match about $6,576,145 at 4% or $4,384,097 at 6%. |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 1 | $57,410 | - | - |
| 2005 | 1 | 5 | $2,507,227 | $0 | - |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $2,507,227 | - | - |
| 2004 | 1 | 5 | $2,230,472 | $221,585 | $44,317iApproximate average salary by contribution assumption: employee only about $1,107,925 at 4% or $738,617 at 6%; with 50% employer match about $738,617 at 4% or $492,411 at 6%; with 100% employer match about $553,963 at 4% or $369,308 at 6%. |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $2,230,472 | $221,585 | $44,317iApproximate average salary by contribution assumption: employee only about $1,107,925 at 4% or $738,617 at 6%; with 50% employer match about $738,617 at 4% or $492,411 at 6%; with 100% employer match about $553,963 at 4% or $369,308 at 6%. |
| 2003 | 1 | 5 | $1,638,390 | $217,649 | $43,530iApproximate average salary by contribution assumption: employee only about $1,088,245 at 4% or $725,497 at 6%; with 50% employer match about $725,497 at 4% or $483,664 at 6%; with 100% employer match about $544,123 at 4% or $362,748 at 6%. |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $1,638,390 | $217,649 | $43,530iApproximate average salary by contribution assumption: employee only about $1,088,245 at 4% or $725,497 at 6%; with 50% employer match about $725,497 at 4% or $483,664 at 6%; with 100% employer match about $544,123 at 4% or $362,748 at 6%. |
| 2002 | 1 | 5 | $1,127,825 | $137,046 | $27,409iApproximate average salary by contribution assumption: employee only about $685,230 at 4% or $456,820 at 6%; with 50% employer match about $456,820 at 4% or $304,547 at 6%; with 100% employer match about $342,615 at 4% or $228,410 at 6%. |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $1,127,825 | $137,046 | $27,409iApproximate average salary by contribution assumption: employee only about $685,230 at 4% or $456,820 at 6%; with 50% employer match about $456,820 at 4% or $304,547 at 6%; with 100% employer match about $342,615 at 4% or $228,410 at 6%. |
| 2001 | 2 | 5 | $0 | $0 | - |
| Alan I. Burch, D.D.S., P.A. Profit Sharing Plan | - | 0 | - | - | - |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | - | - | - |
| 2000 | 2 | 5 | $851,384 | $125,770 | $25,154iApproximate average salary by contribution assumption: employee only about $628,850 at 4% or $419,233 at 6%; with 50% employer match about $419,233 at 4% or $279,489 at 6%; with 100% employer match about $314,425 at 4% or $209,617 at 6%. |
| Alan I. Burch, D.D.S., P.A. Profit Sharing Plan | - | 5 | $725,614 | - | - |
| ALAN I. BURCH, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST | - | 5 | $125,770 | $125,770 | $25,154iApproximate average salary by contribution assumption: employee only about $628,850 at 4% or $419,233 at 6%; with 50% employer match about $419,233 at 4% or $279,489 at 6%; with 100% employer match about $314,425 at 4% or $209,617 at 6%. |
| 1999 | 1 | 5 | $632,502 | $33,361 | $6,672iApproximate average salary by contribution assumption: employee only about $166,805 at 4% or $111,203 at 6%; with 50% employer match about $111,203 at 4% or $74,136 at 6%; with 100% employer match about $83,403 at 4% or $55,602 at 6%. |
| Alan I. Burch, D.D.S., P.A. Profit Sharing Plan | - | 5 | $632,502 | $33,361 | $6,672iApproximate average salary by contribution assumption: employee only about $166,805 at 4% or $111,203 at 6%; with 50% employer match about $111,203 at 4% or $74,136 at 6%; with 100% employer match about $83,403 at 4% or $55,602 at 6%. |