Civic Intelligence

Kearney-Burch Financial Services

Plan context: Kearney-Burch Financial Services 401K Plan and Trust

EIN 68-0286056 • San Ramon, CA • 11 filings • 2 plans

2440 Camino RamonSuite 367San Ramon, CA 94583
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$164,737

2014 Contributions

$32,042

Historical Graphs

Total Assets Over Time

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

$876,955$438,478$0200420092013YearValue
$164,737Latest year 2013

Participants Over Time

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

530200420092013YearValue
2Latest year 2013

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
201410$0$32,042-
Kearney-Burch Financial Services 401K Plan and Trust-0$0$32,042-
201312$164,737$32,934$16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-2$164,737$32,934$16,467iApproximate average salary by contribution assumption: employee only about $411,675 at 4% or $274,450 at 6%; with 50% employer match about $274,450 at 4% or $182,967 at 6%; with 100% employer match about $205,838 at 4% or $137,225 at 6%.
201213$113,342$21,142$7,047iApproximate average salary by contribution assumption: employee only about $176,183 at 4% or $117,456 at 6%; with 50% employer match about $117,456 at 4% or $78,304 at 6%; with 100% employer match about $88,092 at 4% or $58,728 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-3$113,342$21,142$7,047iApproximate average salary by contribution assumption: employee only about $176,183 at 4% or $117,456 at 6%; with 50% employer match about $117,456 at 4% or $78,304 at 6%; with 100% employer match about $88,092 at 4% or $58,728 at 6%.
201113$159,897$26,494$8,831iApproximate average salary by contribution assumption: employee only about $220,783 at 4% or $147,189 at 6%; with 50% employer match about $147,189 at 4% or $98,126 at 6%; with 100% employer match about $110,392 at 4% or $73,594 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-3$159,897$26,494$8,831iApproximate average salary by contribution assumption: employee only about $220,783 at 4% or $147,189 at 6%; with 50% employer match about $147,189 at 4% or $98,126 at 6%; with 100% employer match about $110,392 at 4% or $73,594 at 6%.
201013$835,501$39,540$13,180iApproximate average salary by contribution assumption: employee only about $329,500 at 4% or $219,667 at 6%; with 50% employer match about $219,667 at 4% or $146,444 at 6%; with 100% employer match about $164,750 at 4% or $109,833 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-3$835,501$39,540$13,180iApproximate average salary by contribution assumption: employee only about $329,500 at 4% or $219,667 at 6%; with 50% employer match about $219,667 at 4% or $146,444 at 6%; with 100% employer match about $164,750 at 4% or $109,833 at 6%.
200913$754,264$25,881$8,627iApproximate average salary by contribution assumption: employee only about $215,675 at 4% or $143,783 at 6%; with 50% employer match about $143,783 at 4% or $95,856 at 6%; with 100% employer match about $107,838 at 4% or $71,892 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-3$754,264$25,881$8,627iApproximate average salary by contribution assumption: employee only about $215,675 at 4% or $143,783 at 6%; with 50% employer match about $143,783 at 4% or $95,856 at 6%; with 100% employer match about $107,838 at 4% or $71,892 at 6%.
200813$587,913$39,159$13,053iApproximate average salary by contribution assumption: employee only about $326,325 at 4% or $217,550 at 6%; with 50% employer match about $217,550 at 4% or $145,033 at 6%; with 100% employer match about $163,163 at 4% or $108,775 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-3$587,913$39,159$13,053iApproximate average salary by contribution assumption: employee only about $326,325 at 4% or $217,550 at 6%; with 50% employer match about $217,550 at 4% or $145,033 at 6%; with 100% employer match about $163,163 at 4% or $108,775 at 6%.
200713$876,955$22,436$7,479iApproximate average salary by contribution assumption: employee only about $186,967 at 4% or $124,644 at 6%; with 50% employer match about $124,644 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-3$876,955$22,436$7,479iApproximate average salary by contribution assumption: employee only about $186,967 at 4% or $124,644 at 6%; with 50% employer match about $124,644 at 4% or $83,096 at 6%; with 100% employer match about $93,483 at 4% or $62,322 at 6%.
200614$798,574$21,997$5,499iApproximate average salary by contribution assumption: employee only about $137,481 at 4% or $91,654 at 6%; with 50% employer match about $91,654 at 4% or $61,103 at 6%; with 100% employer match about $68,741 at 4% or $45,827 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-4$798,574$21,997$5,499iApproximate average salary by contribution assumption: employee only about $137,481 at 4% or $91,654 at 6%; with 50% employer match about $91,654 at 4% or $61,103 at 6%; with 100% employer match about $68,741 at 4% or $45,827 at 6%.
200515$697,592$26,420$5,284iApproximate average salary by contribution assumption: employee only about $132,100 at 4% or $88,067 at 6%; with 50% employer match about $88,067 at 4% or $58,711 at 6%; with 100% employer match about $66,050 at 4% or $44,033 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-5$697,592$26,420$5,284iApproximate average salary by contribution assumption: employee only about $132,100 at 4% or $88,067 at 6%; with 50% employer match about $88,067 at 4% or $58,711 at 6%; with 100% employer match about $66,050 at 4% or $44,033 at 6%.
200415$701,211$613,748$122,750iApproximate average salary by contribution assumption: employee only about $3,068,740 at 4% or $2,045,827 at 6%; with 50% employer match about $2,045,827 at 4% or $1,363,884 at 6%; with 100% employer match about $1,534,370 at 4% or $1,022,913 at 6%.
Kearney-Burch Financial Services 401K Plan and Trust-5$701,211$613,748$122,750iApproximate average salary by contribution assumption: employee only about $3,068,740 at 4% or $2,045,827 at 6%; with 50% employer match about $2,045,827 at 4% or $1,363,884 at 6%; with 100% employer match about $1,534,370 at 4% or $1,022,913 at 6%.