Burgess & Hale LLC
Plan context: Burgess & Hale LLC 401(K) Profit Sharing Plan
EIN 63-1169243 • 10 filings • 4 plans
Current Snapshot
Latest Year
2009
2009 Participants
1
2009 Assets
$432
2009 Contributions
$61,470
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2008 | 1 | 1 | $432 | $61,470 | $61,470iApproximate average salary by contribution assumption: employee only about $1,536,750 at 4% or $1,024,500 at 6%; with 50% employer match about $1,024,500 at 4% or $683,000 at 6%; with 100% employer match about $768,375 at 4% or $512,250 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 1 | $432 | $61,470 | $61,470iApproximate average salary by contribution assumption: employee only about $1,536,750 at 4% or $1,024,500 at 6%; with 50% employer match about $1,024,500 at 4% or $683,000 at 6%; with 100% employer match about $768,375 at 4% or $512,250 at 6%. |
| 2007 | 1 | 12 | $572,201 | $75,405 | $6,284iApproximate average salary by contribution assumption: employee only about $157,094 at 4% or $104,729 at 6%; with 50% employer match about $104,729 at 4% or $69,819 at 6%; with 100% employer match about $78,547 at 4% or $52,365 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 12 | $572,201 | $75,405 | $6,284iApproximate average salary by contribution assumption: employee only about $157,094 at 4% or $104,729 at 6%; with 50% employer match about $104,729 at 4% or $69,819 at 6%; with 100% employer match about $78,547 at 4% or $52,365 at 6%. |
| 2006 | 2 | 15 | $569,303 | $109,591 | $7,306iApproximate average salary by contribution assumption: employee only about $182,652 at 4% or $121,768 at 6%; with 50% employer match about $121,768 at 4% or $81,179 at 6%; with 100% employer match about $91,326 at 4% or $60,884 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 15 | $569,303 | $109,591 | $7,306iApproximate average salary by contribution assumption: employee only about $182,652 at 4% or $121,768 at 6%; with 50% employer match about $121,768 at 4% or $81,179 at 6%; with 100% employer match about $91,326 at 4% or $60,884 at 6%. |
| BURGESS AND HALE | - | 11 | - | - | - |
| 2005 | 1 | 17 | $420,630 | $140,087 | $8,240iApproximate average salary by contribution assumption: employee only about $206,010 at 4% or $137,340 at 6%; with 50% employer match about $137,340 at 4% or $91,560 at 6%; with 100% employer match about $103,005 at 4% or $68,670 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 17 | $420,630 | $140,087 | $8,240iApproximate average salary by contribution assumption: employee only about $206,010 at 4% or $137,340 at 6%; with 50% employer match about $137,340 at 4% or $91,560 at 6%; with 100% employer match about $103,005 at 4% or $68,670 at 6%. |
| 2004 | 1 | 17 | $272,390 | $94,682 | $5,570iApproximate average salary by contribution assumption: employee only about $139,238 at 4% or $92,825 at 6%; with 50% employer match about $92,825 at 4% or $61,884 at 6%; with 100% employer match about $69,619 at 4% or $46,413 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 17 | $272,390 | $94,682 | $5,570iApproximate average salary by contribution assumption: employee only about $139,238 at 4% or $92,825 at 6%; with 50% employer match about $92,825 at 4% or $61,884 at 6%; with 100% employer match about $69,619 at 4% or $46,413 at 6%. |
| 2003 | 1 | 17 | $239,523 | $56,615 | $3,330iApproximate average salary by contribution assumption: employee only about $83,257 at 4% or $55,505 at 6%; with 50% employer match about $55,505 at 4% or $37,003 at 6%; with 100% employer match about $41,629 at 4% or $27,752 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 17 | $239,523 | $56,615 | $3,330iApproximate average salary by contribution assumption: employee only about $83,257 at 4% or $55,505 at 6%; with 50% employer match about $55,505 at 4% or $37,003 at 6%; with 100% employer match about $41,629 at 4% or $27,752 at 6%. |
| 2002 | 1 | 10 | $181,488 | $55,601 | $5,560iApproximate average salary by contribution assumption: employee only about $139,003 at 4% or $92,668 at 6%; with 50% employer match about $92,668 at 4% or $61,779 at 6%; with 100% employer match about $69,501 at 4% or $46,334 at 6%. |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 10 | $181,488 | $55,601 | $5,560iApproximate average salary by contribution assumption: employee only about $139,003 at 4% or $92,668 at 6%; with 50% employer match about $92,668 at 4% or $61,779 at 6%; with 100% employer match about $69,501 at 4% or $46,334 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Burgess & Hale LLC 401(K) Profit Sharing Plan | - | 15 | - | - | - |