Civic Intelligence

Burton Enright Welch

Plan context: Burton Enright Welch Profit Sharing Plan

EIN 68-0425193 • Walnut Creek, CA • 20 filings • 2 plans

1850 Mt. Diablo Blvd. Suite 335Walnut Creek, CA 94596
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$10,042,446

2024 Contributions

$418,396

Historical Graphs

Total Assets Over Time

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

$10,042,446$5,021,223$0200520162024YearValue
$10,042,446Latest year 2024

Participants Over Time

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

22110200520152024YearValue
22Latest 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
2024122$10,042,446$418,396$19,018iApproximate average salary by contribution assumption: employee only about $475,450 at 4% or $316,967 at 6%; with 50% employer match about $316,967 at 4% or $211,311 at 6%; with 100% employer match about $237,725 at 4% or $158,483 at 6%.
Burton Enright Welch Profit Sharing Plan-22$10,042,446$418,396$19,018iApproximate average salary by contribution assumption: employee only about $475,450 at 4% or $316,967 at 6%; with 50% employer match about $316,967 at 4% or $211,311 at 6%; with 100% employer match about $237,725 at 4% or $158,483 at 6%.
2023118$8,776,084$400,154$22,231iApproximate average salary by contribution assumption: employee only about $555,769 at 4% or $370,513 at 6%; with 50% employer match about $370,513 at 4% or $247,009 at 6%; with 100% employer match about $277,885 at 4% or $185,256 at 6%.
Burton Enright Welch Profit Sharing Plan-18$8,776,084$400,154$22,231iApproximate average salary by contribution assumption: employee only about $555,769 at 4% or $370,513 at 6%; with 50% employer match about $370,513 at 4% or $247,009 at 6%; with 100% employer match about $277,885 at 4% or $185,256 at 6%.
2022119$7,231,471$527,115$27,743iApproximate average salary by contribution assumption: employee only about $693,572 at 4% or $462,382 at 6%; with 50% employer match about $462,382 at 4% or $308,254 at 6%; with 100% employer match about $346,786 at 4% or $231,191 at 6%.
Burton Enright Welch Profit Sharing Plan-19$7,231,471$527,115$27,743iApproximate average salary by contribution assumption: employee only about $693,572 at 4% or $462,382 at 6%; with 50% employer match about $462,382 at 4% or $308,254 at 6%; with 100% employer match about $346,786 at 4% or $231,191 at 6%.
2021115$7,994,541$499,341$33,289iApproximate average salary by contribution assumption: employee only about $832,235 at 4% or $554,823 at 6%; with 50% employer match about $554,823 at 4% or $369,882 at 6%; with 100% employer match about $416,118 at 4% or $277,412 at 6%.
Burton Enright Welch Profit Sharing Plan-15$7,994,541$499,341$33,289iApproximate average salary by contribution assumption: employee only about $832,235 at 4% or $554,823 at 6%; with 50% employer match about $554,823 at 4% or $369,882 at 6%; with 100% employer match about $416,118 at 4% or $277,412 at 6%.
2020112$6,612,601$548,112$45,676iApproximate average salary by contribution assumption: employee only about $1,141,900 at 4% or $761,267 at 6%; with 50% employer match about $761,267 at 4% or $507,511 at 6%; with 100% employer match about $570,950 at 4% or $380,633 at 6%.
Burton Enright Welch Profit Sharing Plan-12$6,612,601$548,112$45,676iApproximate average salary by contribution assumption: employee only about $1,141,900 at 4% or $761,267 at 6%; with 50% employer match about $761,267 at 4% or $507,511 at 6%; with 100% employer match about $570,950 at 4% or $380,633 at 6%.
2019111$5,022,705$1,254,892$114,081iApproximate average salary by contribution assumption: employee only about $2,852,027 at 4% or $1,901,352 at 6%; with 50% employer match about $1,901,352 at 4% or $1,267,568 at 6%; with 100% employer match about $1,426,014 at 4% or $950,676 at 6%.
Burton Enright Welch Profit Sharing Plan-11$5,022,705$1,254,892$114,081iApproximate average salary by contribution assumption: employee only about $2,852,027 at 4% or $1,901,352 at 6%; with 50% employer match about $1,901,352 at 4% or $1,267,568 at 6%; with 100% employer match about $1,426,014 at 4% or $950,676 at 6%.
2018110$3,046,318$299,162$29,916iApproximate average salary by contribution assumption: employee only about $747,905 at 4% or $498,603 at 6%; with 50% employer match about $498,603 at 4% or $332,402 at 6%; with 100% employer match about $373,953 at 4% or $249,302 at 6%.
Burton Enright Welch Profit Sharing Plan-10$3,046,318$299,162$29,916iApproximate average salary by contribution assumption: employee only about $747,905 at 4% or $498,603 at 6%; with 50% employer match about $498,603 at 4% or $332,402 at 6%; with 100% employer match about $373,953 at 4% or $249,302 at 6%.
201719$3,102,840$278,270$30,919iApproximate average salary by contribution assumption: employee only about $772,972 at 4% or $515,315 at 6%; with 50% employer match about $515,315 at 4% or $343,543 at 6%; with 100% employer match about $386,486 at 4% or $257,657 at 6%.
Burton Enright Welch Profit Sharing Plan-9$3,102,840$278,270$30,919iApproximate average salary by contribution assumption: employee only about $772,972 at 4% or $515,315 at 6%; with 50% employer match about $515,315 at 4% or $343,543 at 6%; with 100% employer match about $386,486 at 4% or $257,657 at 6%.
201618$2,271,663$330,713$41,339iApproximate average salary by contribution assumption: employee only about $1,033,478 at 4% or $688,985 at 6%; with 50% employer match about $688,985 at 4% or $459,324 at 6%; with 100% employer match about $516,739 at 4% or $344,493 at 6%.
Burton Enright Welch Profit Sharing Plan-8$2,271,663$330,713$41,339iApproximate average salary by contribution assumption: employee only about $1,033,478 at 4% or $688,985 at 6%; with 50% employer match about $688,985 at 4% or $459,324 at 6%; with 100% employer match about $516,739 at 4% or $344,493 at 6%.
201517$1,826,616$226,881$32,412iApproximate average salary by contribution assumption: employee only about $810,289 at 4% or $540,193 at 6%; with 50% employer match about $540,193 at 4% or $360,129 at 6%; with 100% employer match about $405,145 at 4% or $270,096 at 6%.
Burton Enright Welch Profit Sharing Plan-7$1,826,616$226,881$32,412iApproximate average salary by contribution assumption: employee only about $810,289 at 4% or $540,193 at 6%; with 50% employer match about $540,193 at 4% or $360,129 at 6%; with 100% employer match about $405,145 at 4% or $270,096 at 6%.
201417$1,658,442$201,995$28,856iApproximate average salary by contribution assumption: employee only about $721,411 at 4% or $480,940 at 6%; with 50% employer match about $480,940 at 4% or $320,627 at 6%; with 100% employer match about $360,705 at 4% or $240,470 at 6%.
Burton Enright Welch Profit Sharing Plan-7$1,658,442$201,995$28,856iApproximate average salary by contribution assumption: employee only about $721,411 at 4% or $480,940 at 6%; with 50% employer match about $480,940 at 4% or $320,627 at 6%; with 100% employer match about $360,705 at 4% or $240,470 at 6%.
201315$1,407,395$163,680$32,736iApproximate average salary by contribution assumption: employee only about $818,400 at 4% or $545,600 at 6%; with 50% employer match about $545,600 at 4% or $363,733 at 6%; with 100% employer match about $409,200 at 4% or $272,800 at 6%.
Burton Enright Welch Profit Sharing Plan-5$1,407,395$163,680$32,736iApproximate average salary by contribution assumption: employee only about $818,400 at 4% or $545,600 at 6%; with 50% employer match about $545,600 at 4% or $363,733 at 6%; with 100% employer match about $409,200 at 4% or $272,800 at 6%.
201215$1,183,262$160,070$32,014iApproximate average salary by contribution assumption: employee only about $800,350 at 4% or $533,567 at 6%; with 50% employer match about $533,567 at 4% or $355,711 at 6%; with 100% employer match about $400,175 at 4% or $266,783 at 6%.
Burton Enright Welch Profit Sharing Plan-5$1,183,262$160,070$32,014iApproximate average salary by contribution assumption: employee only about $800,350 at 4% or $533,567 at 6%; with 50% employer match about $533,567 at 4% or $355,711 at 6%; with 100% employer match about $400,175 at 4% or $266,783 at 6%.
201115$895,930$164,087$32,817iApproximate average salary by contribution assumption: employee only about $820,435 at 4% or $546,957 at 6%; with 50% employer match about $546,957 at 4% or $364,638 at 6%; with 100% employer match about $410,218 at 4% or $273,478 at 6%.
Burton Enright Welch Profit Sharing Plan-5$895,930$164,087$32,817iApproximate average salary by contribution assumption: employee only about $820,435 at 4% or $546,957 at 6%; with 50% employer match about $546,957 at 4% or $364,638 at 6%; with 100% employer match about $410,218 at 4% or $273,478 at 6%.
201015$771,625$146,682$29,336iApproximate average salary by contribution assumption: employee only about $733,410 at 4% or $488,940 at 6%; with 50% employer match about $488,940 at 4% or $325,960 at 6%; with 100% employer match about $366,705 at 4% or $244,470 at 6%.
Burton Enright Welch Profit Sharing Plan-5$771,625$146,682$29,336iApproximate average salary by contribution assumption: employee only about $733,410 at 4% or $488,940 at 6%; with 50% employer match about $488,940 at 4% or $325,960 at 6%; with 100% employer match about $366,705 at 4% or $244,470 at 6%.
200915$566,051$149,759$29,952iApproximate average salary by contribution assumption: employee only about $748,795 at 4% or $499,197 at 6%; with 50% employer match about $499,197 at 4% or $332,798 at 6%; with 100% employer match about $374,398 at 4% or $249,598 at 6%.
Burton Enright Welch Profit Sharing Plan-5$566,051$149,759$29,952iApproximate average salary by contribution assumption: employee only about $748,795 at 4% or $499,197 at 6%; with 50% employer match about $499,197 at 4% or $332,798 at 6%; with 100% employer match about $374,398 at 4% or $249,598 at 6%.
200815$0$0-
Burton Enright Welch Profit Sharing Plan-5---
200715$0$0-
Burton Enright Welch Profit Sharing Plan-5---
200613$224,791$132,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
Burton Enright Welch Profit Sharing Plan-3$224,791$132,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200513$89,341$89,341$29,780iApproximate average salary by contribution assumption: employee only about $744,508 at 4% or $496,339 at 6%; with 50% employer match about $496,339 at 4% or $330,893 at 6%; with 100% employer match about $372,254 at 4% or $248,169 at 6%.
Burton Enright Welch Profit Sharing Plan-3$89,341$89,341$29,780iApproximate average salary by contribution assumption: employee only about $744,508 at 4% or $496,339 at 6%; with 50% employer match about $496,339 at 4% or $330,893 at 6%; with 100% employer match about $372,254 at 4% or $248,169 at 6%.