Civic Intelligence

Roger Burks Inc.

Plan context: Roger Burks Inc. Profit Sharing Plan and Trust

EIN 59-2107771 • Fort Myers, FL • 11 filings • 3 plans

11751-2 Metro ParkwayFort Myers, FL 33912
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$2,963,952

2009 Contributions

$200,000

Historical Graphs

Total Assets Over Time

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

$2,963,952$1,481,976$0199920042008YearValue
$2,963,952Latest year 2008

Participants Over Time

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

420199920042008YearValue
2Latest year 2008

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
200910$0$0-
Roger Burks Inc. Profit Sharing Plan and Trust-0$0$0-
200812$2,963,952$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-2$2,963,952$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200713$2,743,495$303,069$101,023iApproximate average salary by contribution assumption: employee only about $2,525,575 at 4% or $1,683,717 at 6%; with 50% employer match about $1,683,717 at 4% or $1,122,478 at 6%; with 100% employer match about $1,262,788 at 4% or $841,858 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-3$2,743,495$303,069$101,023iApproximate average salary by contribution assumption: employee only about $2,525,575 at 4% or $1,683,717 at 6%; with 50% employer match about $1,683,717 at 4% or $1,122,478 at 6%; with 100% employer match about $1,262,788 at 4% or $841,858 at 6%.
200613$2,368,350$254,378$84,793iApproximate average salary by contribution assumption: employee only about $2,119,817 at 4% or $1,413,211 at 6%; with 50% employer match about $1,413,211 at 4% or $942,141 at 6%; with 100% employer match about $1,059,908 at 4% or $706,606 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-3$2,368,350$254,378$84,793iApproximate average salary by contribution assumption: employee only about $2,119,817 at 4% or $1,413,211 at 6%; with 50% employer match about $1,413,211 at 4% or $942,141 at 6%; with 100% employer match about $1,059,908 at 4% or $706,606 at 6%.
200513$2,017,721$383,917$127,972iApproximate average salary by contribution assumption: employee only about $3,199,308 at 4% or $2,132,872 at 6%; with 50% employer match about $2,132,872 at 4% or $1,421,915 at 6%; with 100% employer match about $1,599,654 at 4% or $1,066,436 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-3$2,017,721$383,917$127,972iApproximate average salary by contribution assumption: employee only about $3,199,308 at 4% or $2,132,872 at 6%; with 50% employer match about $2,132,872 at 4% or $1,421,915 at 6%; with 100% employer match about $1,599,654 at 4% or $1,066,436 at 6%.
200413$1,628,415$186,708$62,236iApproximate average salary by contribution assumption: employee only about $1,555,900 at 4% or $1,037,267 at 6%; with 50% employer match about $1,037,267 at 4% or $691,511 at 6%; with 100% employer match about $777,950 at 4% or $518,633 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-3$1,628,415$186,708$62,236iApproximate average salary by contribution assumption: employee only about $1,555,900 at 4% or $1,037,267 at 6%; with 50% employer match about $1,037,267 at 4% or $691,511 at 6%; with 100% employer match about $777,950 at 4% or $518,633 at 6%.
200314$1,363,819$181,997$45,499iApproximate average salary by contribution assumption: employee only about $1,137,481 at 4% or $758,321 at 6%; with 50% employer match about $758,321 at 4% or $505,547 at 6%; with 100% employer match about $568,741 at 4% or $379,160 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-4$1,363,819$181,997$45,499iApproximate average salary by contribution assumption: employee only about $1,137,481 at 4% or $758,321 at 6%; with 50% employer match about $758,321 at 4% or $505,547 at 6%; with 100% employer match about $568,741 at 4% or $379,160 at 6%.
200214$1,130,787$180,820$45,205iApproximate average salary by contribution assumption: employee only about $1,130,125 at 4% or $753,417 at 6%; with 50% employer match about $753,417 at 4% or $502,278 at 6%; with 100% employer match about $565,063 at 4% or $376,708 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-4$1,130,787$180,820$45,205iApproximate average salary by contribution assumption: employee only about $1,130,125 at 4% or $753,417 at 6%; with 50% employer match about $753,417 at 4% or $502,278 at 6%; with 100% employer match about $565,063 at 4% or $376,708 at 6%.
200114$1,058,859$37,545$9,386iApproximate average salary by contribution assumption: employee only about $234,656 at 4% or $156,438 at 6%; with 50% employer match about $156,438 at 4% or $104,292 at 6%; with 100% employer match about $117,328 at 4% or $78,219 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-4$1,058,859$37,545$9,386iApproximate average salary by contribution assumption: employee only about $234,656 at 4% or $156,438 at 6%; with 50% employer match about $156,438 at 4% or $104,292 at 6%; with 100% employer match about $117,328 at 4% or $78,219 at 6%.
200014$960,600$37,470$9,368iApproximate average salary by contribution assumption: employee only about $234,188 at 4% or $156,125 at 6%; with 50% employer match about $156,125 at 4% or $104,083 at 6%; with 100% employer match about $117,094 at 4% or $78,063 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-4$960,600$37,470$9,368iApproximate average salary by contribution assumption: employee only about $234,188 at 4% or $156,125 at 6%; with 50% employer match about $156,125 at 4% or $104,083 at 6%; with 100% employer match about $117,094 at 4% or $78,063 at 6%.
199914$944,164$9,884$2,471iApproximate average salary by contribution assumption: employee only about $61,775 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,456 at 6%; with 100% employer match about $30,888 at 4% or $20,592 at 6%.
Roger Burks Inc. Profit Sharing Plan and Trust-4$944,164$9,884$2,471iApproximate average salary by contribution assumption: employee only about $61,775 at 4% or $41,183 at 6%; with 50% employer match about $41,183 at 4% or $27,456 at 6%; with 100% employer match about $30,888 at 4% or $20,592 at 6%.