Civic Intelligence

Burr Smith LLP

Plan context: Burr & Smith LLP 401K Profit Sharing Plan & Trust

EIN 59-3511223 • Tampa, FL • 27 filings • 3 plans

3702 W. Leona StreetTampa, FL 33629
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$901,753

2025 Contributions

$27,474

Historical Graphs

Total Assets Over Time

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

$1,019,347$509,674$0199920122024YearValue
$901,753Latest year 2024

Participants Over Time

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

950199920122024YearValue
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
202510$0$0-
Burr & Smith LLP 401K Profit Sharing Plan & Trust-0$0--
202414$901,753$27,474$6,869iApproximate average salary by contribution assumption: employee only about $171,713 at 4% or $114,475 at 6%; with 50% employer match about $114,475 at 4% or $76,317 at 6%; with 100% employer match about $85,856 at 4% or $57,238 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-4$901,753$27,474$6,869iApproximate average salary by contribution assumption: employee only about $171,713 at 4% or $114,475 at 6%; with 50% employer match about $114,475 at 4% or $76,317 at 6%; with 100% employer match about $85,856 at 4% or $57,238 at 6%.
202314$801,609$62,611$15,653iApproximate average salary by contribution assumption: employee only about $391,319 at 4% or $260,879 at 6%; with 50% employer match about $260,879 at 4% or $173,919 at 6%; with 100% employer match about $195,659 at 4% or $130,440 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-4$801,609$62,611$15,653iApproximate average salary by contribution assumption: employee only about $391,319 at 4% or $260,879 at 6%; with 50% employer match about $260,879 at 4% or $173,919 at 6%; with 100% employer match about $195,659 at 4% or $130,440 at 6%.
202217$938,213$48,690$6,956iApproximate average salary by contribution assumption: employee only about $173,893 at 4% or $115,929 at 6%; with 50% employer match about $115,929 at 4% or $77,286 at 6%; with 100% employer match about $86,946 at 4% or $57,964 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-7$938,213$48,690$6,956iApproximate average salary by contribution assumption: employee only about $173,893 at 4% or $115,929 at 6%; with 50% employer match about $115,929 at 4% or $77,286 at 6%; with 100% employer match about $86,946 at 4% or $57,964 at 6%.
202117$1,019,347$27,450$3,921iApproximate average salary by contribution assumption: employee only about $98,036 at 4% or $65,357 at 6%; with 50% employer match about $65,357 at 4% or $43,571 at 6%; with 100% employer match about $49,018 at 4% or $32,679 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-7$1,019,347$27,450$3,921iApproximate average salary by contribution assumption: employee only about $98,036 at 4% or $65,357 at 6%; with 50% employer match about $65,357 at 4% or $43,571 at 6%; with 100% employer match about $49,018 at 4% or $32,679 at 6%.
202016$947,304$24,113$4,019iApproximate average salary by contribution assumption: employee only about $100,471 at 4% or $66,981 at 6%; with 50% employer match about $66,981 at 4% or $44,654 at 6%; with 100% employer match about $50,235 at 4% or $33,490 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-6$947,304$24,113$4,019iApproximate average salary by contribution assumption: employee only about $100,471 at 4% or $66,981 at 6%; with 50% employer match about $66,981 at 4% or $44,654 at 6%; with 100% employer match about $50,235 at 4% or $33,490 at 6%.
201917$886,038$21,099$3,014iApproximate average salary by contribution assumption: employee only about $75,354 at 4% or $50,236 at 6%; with 50% employer match about $50,236 at 4% or $33,490 at 6%; with 100% employer match about $37,677 at 4% or $25,118 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-7$886,038$21,099$3,014iApproximate average salary by contribution assumption: employee only about $75,354 at 4% or $50,236 at 6%; with 50% employer match about $50,236 at 4% or $33,490 at 6%; with 100% employer match about $37,677 at 4% or $25,118 at 6%.
201818$738,738$31,470$3,934iApproximate average salary by contribution assumption: employee only about $98,344 at 4% or $65,563 at 6%; with 50% employer match about $65,563 at 4% or $43,708 at 6%; with 100% employer match about $49,172 at 4% or $32,781 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-8$738,738$31,470$3,934iApproximate average salary by contribution assumption: employee only about $98,344 at 4% or $65,563 at 6%; with 50% employer match about $65,563 at 4% or $43,708 at 6%; with 100% employer match about $49,172 at 4% or $32,781 at 6%.
201719$957,492$40,551$4,506iApproximate average salary by contribution assumption: employee only about $112,642 at 4% or $75,094 at 6%; with 50% employer match about $75,094 at 4% or $50,063 at 6%; with 100% employer match about $56,321 at 4% or $37,547 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-9$957,492$40,551$4,506iApproximate average salary by contribution assumption: employee only about $112,642 at 4% or $75,094 at 6%; with 50% employer match about $75,094 at 4% or $50,063 at 6%; with 100% employer match about $56,321 at 4% or $37,547 at 6%.
201619$735,264$31,529$3,503iApproximate average salary by contribution assumption: employee only about $87,581 at 4% or $58,387 at 6%; with 50% employer match about $58,387 at 4% or $38,925 at 6%; with 100% employer match about $43,790 at 4% or $29,194 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-9$735,264$31,529$3,503iApproximate average salary by contribution assumption: employee only about $87,581 at 4% or $58,387 at 6%; with 50% employer match about $58,387 at 4% or $38,925 at 6%; with 100% employer match about $43,790 at 4% or $29,194 at 6%.
201518$683,973$17,997$2,250iApproximate average salary by contribution assumption: employee only about $56,241 at 4% or $37,494 at 6%; with 50% employer match about $37,494 at 4% or $24,996 at 6%; with 100% employer match about $28,120 at 4% or $18,747 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-8$683,973$17,997$2,250iApproximate average salary by contribution assumption: employee only about $56,241 at 4% or $37,494 at 6%; with 50% employer match about $37,494 at 4% or $24,996 at 6%; with 100% employer match about $28,120 at 4% or $18,747 at 6%.
201418$655,061$51,351$6,419iApproximate average salary by contribution assumption: employee only about $160,472 at 4% or $106,981 at 6%; with 50% employer match about $106,981 at 4% or $71,321 at 6%; with 100% employer match about $80,236 at 4% or $53,491 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-8$655,061$51,351$6,419iApproximate average salary by contribution assumption: employee only about $160,472 at 4% or $106,981 at 6%; with 50% employer match about $106,981 at 4% or $71,321 at 6%; with 100% employer match about $80,236 at 4% or $53,491 at 6%.
201318$565,045$23,250$2,906iApproximate average salary by contribution assumption: employee only about $72,656 at 4% or $48,438 at 6%; with 50% employer match about $48,438 at 4% or $32,292 at 6%; with 100% employer match about $36,328 at 4% or $24,219 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-8$565,045$23,250$2,906iApproximate average salary by contribution assumption: employee only about $72,656 at 4% or $48,438 at 6%; with 50% employer match about $48,438 at 4% or $32,292 at 6%; with 100% employer match about $36,328 at 4% or $24,219 at 6%.
201218$416,999$57,100$7,138iApproximate average salary by contribution assumption: employee only about $178,438 at 4% or $118,958 at 6%; with 50% employer match about $118,958 at 4% or $79,306 at 6%; with 100% employer match about $89,219 at 4% or $59,479 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-8$416,999$57,100$7,138iApproximate average salary by contribution assumption: employee only about $178,438 at 4% or $118,958 at 6%; with 50% employer match about $118,958 at 4% or $79,306 at 6%; with 100% employer match about $89,219 at 4% or $59,479 at 6%.
201117$311,826$46,650$6,664iApproximate average salary by contribution assumption: employee only about $166,607 at 4% or $111,071 at 6%; with 50% employer match about $111,071 at 4% or $74,048 at 6%; with 100% employer match about $83,304 at 4% or $55,536 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-7$311,826$46,650$6,664iApproximate average salary by contribution assumption: employee only about $166,607 at 4% or $111,071 at 6%; with 50% employer match about $111,071 at 4% or $74,048 at 6%; with 100% employer match about $83,304 at 4% or $55,536 at 6%.
201016$279,752$25,308$4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-6$279,752$25,308$4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%.
200916$215,905$10,581$1,764iApproximate average salary by contribution assumption: employee only about $44,088 at 4% or $29,392 at 6%; with 50% employer match about $29,392 at 4% or $19,594 at 6%; with 100% employer match about $22,044 at 4% or $14,696 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-6$215,905$10,581$1,764iApproximate average salary by contribution assumption: employee only about $44,088 at 4% or $29,392 at 6%; with 50% employer match about $29,392 at 4% or $19,594 at 6%; with 100% employer match about $22,044 at 4% or $14,696 at 6%.
200816$159,173$51,411$8,569iApproximate average salary by contribution assumption: employee only about $214,213 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,206 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-6$159,173$51,411$8,569iApproximate average salary by contribution assumption: employee only about $214,213 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,206 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
200715$200,738$38,525$7,705iApproximate average salary by contribution assumption: employee only about $192,625 at 4% or $128,417 at 6%; with 50% employer match about $128,417 at 4% or $85,611 at 6%; with 100% employer match about $96,313 at 4% or $64,208 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-5$200,738$38,525$7,705iApproximate average salary by contribution assumption: employee only about $192,625 at 4% or $128,417 at 6%; with 50% employer match about $128,417 at 4% or $85,611 at 6%; with 100% employer match about $96,313 at 4% or $64,208 at 6%.
200614$136,485$21,411$5,353iApproximate average salary by contribution assumption: employee only about $133,819 at 4% or $89,213 at 6%; with 50% employer match about $89,213 at 4% or $59,475 at 6%; with 100% employer match about $66,909 at 4% or $44,606 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-4$136,485$21,411$5,353iApproximate average salary by contribution assumption: employee only about $133,819 at 4% or $89,213 at 6%; with 50% employer match about $89,213 at 4% or $59,475 at 6%; with 100% employer match about $66,909 at 4% or $44,606 at 6%.
200513$104,509$21,585$7,195iApproximate average salary by contribution assumption: employee only about $179,875 at 4% or $119,917 at 6%; with 50% employer match about $119,917 at 4% or $79,944 at 6%; with 100% employer match about $89,938 at 4% or $59,958 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-3$104,509$21,585$7,195iApproximate average salary by contribution assumption: employee only about $179,875 at 4% or $119,917 at 6%; with 50% employer match about $119,917 at 4% or $79,944 at 6%; with 100% employer match about $89,938 at 4% or $59,958 at 6%.
200413$77,761$11,804$3,935iApproximate average salary by contribution assumption: employee only about $98,367 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-3$77,761$11,804$3,935iApproximate average salary by contribution assumption: employee only about $98,367 at 4% or $65,578 at 6%; with 50% employer match about $65,578 at 4% or $43,719 at 6%; with 100% employer match about $49,183 at 4% or $32,789 at 6%.
200313$63,106$23,495$7,832iApproximate average salary by contribution assumption: employee only about $195,792 at 4% or $130,528 at 6%; with 50% employer match about $130,528 at 4% or $87,019 at 6%; with 100% employer match about $97,896 at 4% or $65,264 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-3$63,106$23,495$7,832iApproximate average salary by contribution assumption: employee only about $195,792 at 4% or $130,528 at 6%; with 50% employer match about $130,528 at 4% or $87,019 at 6%; with 100% employer match about $97,896 at 4% or $65,264 at 6%.
200212$29,661$26,253$13,127iApproximate average salary by contribution assumption: employee only about $328,163 at 4% or $218,775 at 6%; with 50% employer match about $218,775 at 4% or $145,850 at 6%; with 100% employer match about $164,081 at 4% or $109,388 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-2$29,661$26,253$13,127iApproximate average salary by contribution assumption: employee only about $328,163 at 4% or $218,775 at 6%; with 50% employer match about $218,775 at 4% or $145,850 at 6%; with 100% employer match about $164,081 at 4% or $109,388 at 6%.
200113$22,624$16,196$5,399iApproximate average salary by contribution assumption: employee only about $134,967 at 4% or $89,978 at 6%; with 50% employer match about $89,978 at 4% or $59,985 at 6%; with 100% employer match about $67,483 at 4% or $44,989 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-3$22,624$16,196$5,399iApproximate average salary by contribution assumption: employee only about $134,967 at 4% or $89,978 at 6%; with 50% employer match about $89,978 at 4% or $59,985 at 6%; with 100% employer match about $67,483 at 4% or $44,989 at 6%.
200015$14,035$14,966$2,993iApproximate average salary by contribution assumption: employee only about $74,830 at 4% or $49,887 at 6%; with 50% employer match about $49,887 at 4% or $33,258 at 6%; with 100% employer match about $37,415 at 4% or $24,943 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-5$14,035$14,966$2,993iApproximate average salary by contribution assumption: employee only about $74,830 at 4% or $49,887 at 6%; with 50% employer match about $49,887 at 4% or $33,258 at 6%; with 100% employer match about $37,415 at 4% or $24,943 at 6%.
199913$285$277$92iApproximate average salary by contribution assumption: employee only about $2,308 at 4% or $1,539 at 6%; with 50% employer match about $1,539 at 4% or $1,026 at 6%; with 100% employer match about $1,154 at 4% or $769 at 6%.
Burr & Smith LLP 401K Profit Sharing Plan & Trust-3$285$277$92iApproximate average salary by contribution assumption: employee only about $2,308 at 4% or $1,539 at 6%; with 50% employer match about $1,539 at 4% or $1,026 at 6%; with 100% employer match about $1,154 at 4% or $769 at 6%.