Civic Intelligence

Burge & Burge PC.

Plan context: Burge & Burge PC. 401K Plan

EIN 63-0696597 • Birmingham, AL • 25 filings • 3 plans

Renasant Place, 2001 Park PlaceSuite 1350Birmingham, AL 35203-2738
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,279,659

2024 Contributions

$62,949

Historical Graphs

Total Assets Over Time

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

$1,364,045$682,023$0200020132024YearValue
$1,279,659Latest year 2024

Participants Over Time

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

27140200020122024YearValue
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
202414$1,279,659$62,949$15,737iApproximate average salary by contribution assumption: employee only about $393,431 at 4% or $262,288 at 6%; with 50% employer match about $262,288 at 4% or $174,858 at 6%; with 100% employer match about $196,716 at 4% or $131,144 at 6%.
Burge & Burge PC. 401K Plan-4$1,279,659$62,949$15,737iApproximate average salary by contribution assumption: employee only about $393,431 at 4% or $262,288 at 6%; with 50% employer match about $262,288 at 4% or $174,858 at 6%; with 100% employer match about $196,716 at 4% or $131,144 at 6%.
202313$1,100,090$39,333$13,111iApproximate average salary by contribution assumption: employee only about $327,775 at 4% or $218,517 at 6%; with 50% employer match about $218,517 at 4% or $145,678 at 6%; with 100% employer match about $163,888 at 4% or $109,258 at 6%.
Burge & Burge PC. 401K Plan-3$1,100,090$39,333$13,111iApproximate average salary by contribution assumption: employee only about $327,775 at 4% or $218,517 at 6%; with 50% employer match about $218,517 at 4% or $145,678 at 6%; with 100% employer match about $163,888 at 4% or $109,258 at 6%.
202213$1,177,799$31,066$10,355iApproximate average salary by contribution assumption: employee only about $258,883 at 4% or $172,589 at 6%; with 50% employer match about $172,589 at 4% or $115,059 at 6%; with 100% employer match about $129,442 at 4% or $86,294 at 6%.
Burge & Burge PC. 401K Plan-3$1,177,799$31,066$10,355iApproximate average salary by contribution assumption: employee only about $258,883 at 4% or $172,589 at 6%; with 50% employer match about $172,589 at 4% or $115,059 at 6%; with 100% employer match about $129,442 at 4% or $86,294 at 6%.
202113$1,364,045$23,300$7,767iApproximate average salary by contribution assumption: employee only about $194,167 at 4% or $129,444 at 6%; with 50% employer match about $129,444 at 4% or $86,296 at 6%; with 100% employer match about $97,083 at 4% or $64,722 at 6%.
Burge & Burge PC. 401K Plan-3$1,364,045$23,300$7,767iApproximate average salary by contribution assumption: employee only about $194,167 at 4% or $129,444 at 6%; with 50% employer match about $129,444 at 4% or $86,296 at 6%; with 100% employer match about $97,083 at 4% or $64,722 at 6%.
202013$1,184,676$14,239$4,746iApproximate average salary by contribution assumption: employee only about $118,658 at 4% or $79,106 at 6%; with 50% employer match about $79,106 at 4% or $52,737 at 6%; with 100% employer match about $59,329 at 4% or $39,553 at 6%.
Burge & Burge PC. 401K Plan-3$1,184,676$14,239$4,746iApproximate average salary by contribution assumption: employee only about $118,658 at 4% or $79,106 at 6%; with 50% employer match about $79,106 at 4% or $52,737 at 6%; with 100% employer match about $59,329 at 4% or $39,553 at 6%.
201913$1,059,555$19,703$6,568iApproximate average salary by contribution assumption: employee only about $164,192 at 4% or $109,461 at 6%; with 50% employer match about $109,461 at 4% or $72,974 at 6%; with 100% employer match about $82,096 at 4% or $54,731 at 6%.
Burge & Burge PC. 401K Plan-3$1,059,555$19,703$6,568iApproximate average salary by contribution assumption: employee only about $164,192 at 4% or $109,461 at 6%; with 50% employer match about $109,461 at 4% or $72,974 at 6%; with 100% employer match about $82,096 at 4% or $54,731 at 6%.
201814$903,879$5,996$1,499iApproximate average salary by contribution assumption: employee only about $37,475 at 4% or $24,983 at 6%; with 50% employer match about $24,983 at 4% or $16,656 at 6%; with 100% employer match about $18,738 at 4% or $12,492 at 6%.
Burge & Burge PC. 401K Plan-4$903,879$5,996$1,499iApproximate average salary by contribution assumption: employee only about $37,475 at 4% or $24,983 at 6%; with 50% employer match about $24,983 at 4% or $16,656 at 6%; with 100% employer match about $18,738 at 4% or $12,492 at 6%.
201714$982,857$9,424$2,356iApproximate average salary by contribution assumption: employee only about $58,900 at 4% or $39,267 at 6%; with 50% employer match about $39,267 at 4% or $26,178 at 6%; with 100% employer match about $29,450 at 4% or $19,633 at 6%.
Burge & Burge PC. 401K Plan-4$982,857$9,424$2,356iApproximate average salary by contribution assumption: employee only about $58,900 at 4% or $39,267 at 6%; with 50% employer match about $39,267 at 4% or $26,178 at 6%; with 100% employer match about $29,450 at 4% or $19,633 at 6%.
201614$879,518$21,855$5,464iApproximate average salary by contribution assumption: employee only about $136,594 at 4% or $91,063 at 6%; with 50% employer match about $91,063 at 4% or $60,708 at 6%; with 100% employer match about $68,297 at 4% or $45,531 at 6%.
Burge & Burge PC. 401K Plan-4$879,518$21,855$5,464iApproximate average salary by contribution assumption: employee only about $136,594 at 4% or $91,063 at 6%; with 50% employer match about $91,063 at 4% or $60,708 at 6%; with 100% employer match about $68,297 at 4% or $45,531 at 6%.
201514$790,987$5,820$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
Burge & Burge PC. 401K Plan-4$790,987$5,820$1,455iApproximate average salary by contribution assumption: employee only about $36,375 at 4% or $24,250 at 6%; with 50% employer match about $24,250 at 4% or $16,167 at 6%; with 100% employer match about $18,188 at 4% or $12,125 at 6%.
201414$847,917$9,423$2,356iApproximate average salary by contribution assumption: employee only about $58,894 at 4% or $39,263 at 6%; with 50% employer match about $39,263 at 4% or $26,175 at 6%; with 100% employer match about $29,447 at 4% or $19,631 at 6%.
Burge & Burge PC. 401K Plan-4$847,917$9,423$2,356iApproximate average salary by contribution assumption: employee only about $58,894 at 4% or $39,263 at 6%; with 50% employer match about $39,263 at 4% or $26,175 at 6%; with 100% employer match about $29,447 at 4% or $19,631 at 6%.
201314$819,671$7,710$1,928iApproximate average salary by contribution assumption: employee only about $48,188 at 4% or $32,125 at 6%; with 50% employer match about $32,125 at 4% or $21,417 at 6%; with 100% employer match about $24,094 at 4% or $16,063 at 6%.
Burge & Burge PC. 401K Plan-4$819,671$7,710$1,928iApproximate average salary by contribution assumption: employee only about $48,188 at 4% or $32,125 at 6%; with 50% employer match about $32,125 at 4% or $21,417 at 6%; with 100% employer match about $24,094 at 4% or $16,063 at 6%.
201214$707,904$8,987$2,247iApproximate average salary by contribution assumption: employee only about $56,169 at 4% or $37,446 at 6%; with 50% employer match about $37,446 at 4% or $24,964 at 6%; with 100% employer match about $28,084 at 4% or $18,723 at 6%.
Burge & Burge PC. 401K Plan-4$707,904$8,987$2,247iApproximate average salary by contribution assumption: employee only about $56,169 at 4% or $37,446 at 6%; with 50% employer match about $37,446 at 4% or $24,964 at 6%; with 100% employer match about $28,084 at 4% or $18,723 at 6%.
201116$712,411$29,871$4,979iApproximate average salary by contribution assumption: employee only about $124,463 at 4% or $82,975 at 6%; with 50% employer match about $82,975 at 4% or $55,317 at 6%; with 100% employer match about $62,231 at 4% or $41,488 at 6%.
Burge & Burge PC. 401K Plan-6$712,411$29,871$4,979iApproximate average salary by contribution assumption: employee only about $124,463 at 4% or $82,975 at 6%; with 50% employer match about $82,975 at 4% or $55,317 at 6%; with 100% employer match about $62,231 at 4% or $41,488 at 6%.
201016$737,705$33,759$5,627iApproximate average salary by contribution assumption: employee only about $140,663 at 4% or $93,775 at 6%; with 50% employer match about $93,775 at 4% or $62,517 at 6%; with 100% employer match about $70,331 at 4% or $46,888 at 6%.
Burge & Burge PC. 401K Plan-6$737,705$33,759$5,627iApproximate average salary by contribution assumption: employee only about $140,663 at 4% or $93,775 at 6%; with 50% employer match about $93,775 at 4% or $62,517 at 6%; with 100% employer match about $70,331 at 4% or $46,888 at 6%.
200916$1,019,948$30,808$5,135iApproximate average salary by contribution assumption: employee only about $128,367 at 4% or $85,578 at 6%; with 50% employer match about $85,578 at 4% or $57,052 at 6%; with 100% employer match about $64,183 at 4% or $42,789 at 6%.
Burge & Burge PC. 401K Plan-6$1,019,948$30,808$5,135iApproximate average salary by contribution assumption: employee only about $128,367 at 4% or $85,578 at 6%; with 50% employer match about $85,578 at 4% or $57,052 at 6%; with 100% employer match about $64,183 at 4% or $42,789 at 6%.
200818$851,185$50,078$6,260iApproximate average salary by contribution assumption: employee only about $156,494 at 4% or $104,329 at 6%; with 50% employer match about $104,329 at 4% or $69,553 at 6%; with 100% employer match about $78,247 at 4% or $52,165 at 6%.
Burge & Burge PC. 401K Plan-8$851,185$50,078$6,260iApproximate average salary by contribution assumption: employee only about $156,494 at 4% or $104,329 at 6%; with 50% employer match about $104,329 at 4% or $69,553 at 6%; with 100% employer match about $78,247 at 4% or $52,165 at 6%.
2007110$0$0-
Burge & Burge PC. 401K Plan-10---
200619$1,058,701$49,056$5,451iApproximate average salary by contribution assumption: employee only about $136,267 at 4% or $90,844 at 6%; with 50% employer match about $90,844 at 4% or $60,563 at 6%; with 100% employer match about $68,133 at 4% or $45,422 at 6%.
Burge & Burge PC. 401K Plan-9$1,058,701$49,056$5,451iApproximate average salary by contribution assumption: employee only about $136,267 at 4% or $90,844 at 6%; with 50% employer match about $90,844 at 4% or $60,563 at 6%; with 100% employer match about $68,133 at 4% or $45,422 at 6%.
200519$896,751$49,732$5,526iApproximate average salary by contribution assumption: employee only about $138,144 at 4% or $92,096 at 6%; with 50% employer match about $92,096 at 4% or $61,398 at 6%; with 100% employer match about $69,072 at 4% or $46,048 at 6%.
Burge & Burge PC. 401K Plan-9$896,751$49,732$5,526iApproximate average salary by contribution assumption: employee only about $138,144 at 4% or $92,096 at 6%; with 50% employer match about $92,096 at 4% or $61,398 at 6%; with 100% employer match about $69,072 at 4% or $46,048 at 6%.
200419$805,774$49,680$5,520iApproximate average salary by contribution assumption: employee only about $138,000 at 4% or $92,000 at 6%; with 50% employer match about $92,000 at 4% or $61,333 at 6%; with 100% employer match about $69,000 at 4% or $46,000 at 6%.
Burge & Burge PC. 401K Plan-9$805,774$49,680$5,520iApproximate average salary by contribution assumption: employee only about $138,000 at 4% or $92,000 at 6%; with 50% employer match about $92,000 at 4% or $61,333 at 6%; with 100% employer match about $69,000 at 4% or $46,000 at 6%.
2003111$1,135,789$62,442$5,677iApproximate average salary by contribution assumption: employee only about $141,914 at 4% or $94,609 at 6%; with 50% employer match about $94,609 at 4% or $63,073 at 6%; with 100% employer match about $70,957 at 4% or $47,305 at 6%.
Burge & Burge PC. 401K Plan-11$1,135,789$62,442$5,677iApproximate average salary by contribution assumption: employee only about $141,914 at 4% or $94,609 at 6%; with 50% employer match about $94,609 at 4% or $63,073 at 6%; with 100% employer match about $70,957 at 4% or $47,305 at 6%.
2002126$854,875$85,919$3,305iApproximate average salary by contribution assumption: employee only about $82,614 at 4% or $55,076 at 6%; with 50% employer match about $55,076 at 4% or $36,718 at 6%; with 100% employer match about $41,307 at 4% or $27,538 at 6%.
Burge & Burge PC. 401K Plan-26$854,875$85,919$3,305iApproximate average salary by contribution assumption: employee only about $82,614 at 4% or $55,076 at 6%; with 50% employer match about $55,076 at 4% or $36,718 at 6%; with 100% employer match about $41,307 at 4% or $27,538 at 6%.
2001127$0$0-
Burge & Burge PC. 401K Plan-27---
2000125$1,017,031$82,417$3,297iApproximate average salary by contribution assumption: employee only about $82,417 at 4% or $54,945 at 6%; with 50% employer match about $54,945 at 4% or $36,630 at 6%; with 100% employer match about $41,209 at 4% or $27,472 at 6%.
Burge & Burge PC. 401K Plan-25$1,017,031$82,417$3,297iApproximate average salary by contribution assumption: employee only about $82,417 at 4% or $54,945 at 6%; with 50% employer match about $54,945 at 4% or $36,630 at 6%; with 100% employer match about $41,209 at 4% or $27,472 at 6%.