Civic Intelligence

Burleigh T Surbeck Dds Msd Ps

Plan context: Burleigh T Surbeck Dds Msd Ps 401(K) Profit Sharing Plan & Trust

EIN 68-0533728 • Bellevue, WA • 16 filings • 4 plans

375 118th Ave SE Ste 100Bellevue, WA 98005-3540
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$652,306

2024 Contributions

$34,051

Historical Graphs

Total Assets Over Time

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

$652,306$326,153$0200820162024YearValue
$652,306Latest year 2024

Participants Over Time

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

1370200820162024YearValue
11Latest 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
2024111$652,306$34,051$3,096iApproximate average salary by contribution assumption: employee only about $77,389 at 4% or $51,592 at 6%; with 50% employer match about $51,592 at 4% or $34,395 at 6%; with 100% employer match about $38,694 at 4% or $25,796 at 6%.
Burleigh T Surbeck Dds Msd Ps 401(K) Profit Sharing Plan & Trust-11$652,306$34,051$3,096iApproximate average salary by contribution assumption: employee only about $77,389 at 4% or $51,592 at 6%; with 50% employer match about $51,592 at 4% or $34,395 at 6%; with 100% employer match about $38,694 at 4% or $25,796 at 6%.
2023113$577,325$49,504$3,808iApproximate average salary by contribution assumption: employee only about $95,200 at 4% or $63,467 at 6%; with 50% employer match about $63,467 at 4% or $42,311 at 6%; with 100% employer match about $47,600 at 4% or $31,733 at 6%.
Burleigh T Surbeck Dds Msd Ps 401(K) Profit Sharing Plan & Trust-13$577,325$49,504$3,808iApproximate average salary by contribution assumption: employee only about $95,200 at 4% or $63,467 at 6%; with 50% employer match about $63,467 at 4% or $42,311 at 6%; with 100% employer match about $47,600 at 4% or $31,733 at 6%.
2022112$509,655$42,357$3,530iApproximate average salary by contribution assumption: employee only about $88,244 at 4% or $58,829 at 6%; with 50% employer match about $58,829 at 4% or $39,219 at 6%; with 100% employer match about $44,122 at 4% or $29,415 at 6%.
Burleigh T Surbeck Dds Msd Ps 401(K) Profit Sharing Plan & Trust-12$509,655$42,357$3,530iApproximate average salary by contribution assumption: employee only about $88,244 at 4% or $58,829 at 6%; with 50% employer match about $58,829 at 4% or $39,219 at 6%; with 100% employer match about $44,122 at 4% or $29,415 at 6%.
202019$475,398$25,716$2,857iApproximate average salary by contribution assumption: employee only about $71,433 at 4% or $47,622 at 6%; with 50% employer match about $47,622 at 4% or $31,748 at 6%; with 100% employer match about $35,717 at 4% or $23,811 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-9$475,398$25,716$2,857iApproximate average salary by contribution assumption: employee only about $71,433 at 4% or $47,622 at 6%; with 50% employer match about $47,622 at 4% or $31,748 at 6%; with 100% employer match about $35,717 at 4% or $23,811 at 6%.
201919$420,633$34,027$3,781iApproximate average salary by contribution assumption: employee only about $94,519 at 4% or $63,013 at 6%; with 50% employer match about $63,013 at 4% or $42,009 at 6%; with 100% employer match about $47,260 at 4% or $31,506 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-9$420,633$34,027$3,781iApproximate average salary by contribution assumption: employee only about $94,519 at 4% or $63,013 at 6%; with 50% employer match about $63,013 at 4% or $42,009 at 6%; with 100% employer match about $47,260 at 4% or $31,506 at 6%.
2018110$336,874$40,622$4,062iApproximate average salary by contribution assumption: employee only about $101,555 at 4% or $67,703 at 6%; with 50% employer match about $67,703 at 4% or $45,136 at 6%; with 100% employer match about $50,778 at 4% or $33,852 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-10$336,874$40,622$4,062iApproximate average salary by contribution assumption: employee only about $101,555 at 4% or $67,703 at 6%; with 50% employer match about $67,703 at 4% or $45,136 at 6%; with 100% employer match about $50,778 at 4% or $33,852 at 6%.
201719$373,169$42,936$4,771iApproximate average salary by contribution assumption: employee only about $119,267 at 4% or $79,511 at 6%; with 50% employer match about $79,511 at 4% or $53,007 at 6%; with 100% employer match about $59,633 at 4% or $39,756 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-9$373,169$42,936$4,771iApproximate average salary by contribution assumption: employee only about $119,267 at 4% or $79,511 at 6%; with 50% employer match about $79,511 at 4% or $53,007 at 6%; with 100% employer match about $59,633 at 4% or $39,756 at 6%.
201619$282,625$37,413$4,157iApproximate average salary by contribution assumption: employee only about $103,925 at 4% or $69,283 at 6%; with 50% employer match about $69,283 at 4% or $46,189 at 6%; with 100% employer match about $51,963 at 4% or $34,642 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-9$282,625$37,413$4,157iApproximate average salary by contribution assumption: employee only about $103,925 at 4% or $69,283 at 6%; with 50% employer match about $69,283 at 4% or $46,189 at 6%; with 100% employer match about $51,963 at 4% or $34,642 at 6%.
201519$227,797$33,460$3,718iApproximate average salary by contribution assumption: employee only about $92,944 at 4% or $61,963 at 6%; with 50% employer match about $61,963 at 4% or $41,309 at 6%; with 100% employer match about $46,472 at 4% or $30,981 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-9$227,797$33,460$3,718iApproximate average salary by contribution assumption: employee only about $92,944 at 4% or $61,963 at 6%; with 50% employer match about $61,963 at 4% or $41,309 at 6%; with 100% employer match about $46,472 at 4% or $30,981 at 6%.
201418$231,992$49,601$6,200iApproximate average salary by contribution assumption: employee only about $155,003 at 4% or $103,335 at 6%; with 50% employer match about $103,335 at 4% or $68,890 at 6%; with 100% employer match about $77,502 at 4% or $51,668 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-8$231,992$49,601$6,200iApproximate average salary by contribution assumption: employee only about $155,003 at 4% or $103,335 at 6%; with 50% employer match about $103,335 at 4% or $68,890 at 6%; with 100% employer match about $77,502 at 4% or $51,668 at 6%.
201318$176,139$32,682$4,085iApproximate average salary by contribution assumption: employee only about $102,131 at 4% or $68,088 at 6%; with 50% employer match about $68,088 at 4% or $45,392 at 6%; with 100% employer match about $51,066 at 4% or $34,044 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-8$176,139$32,682$4,085iApproximate average salary by contribution assumption: employee only about $102,131 at 4% or $68,088 at 6%; with 50% employer match about $68,088 at 4% or $45,392 at 6%; with 100% employer match about $51,066 at 4% or $34,044 at 6%.
201218$120,194$27,085$3,386iApproximate average salary by contribution assumption: employee only about $84,641 at 4% or $56,427 at 6%; with 50% employer match about $56,427 at 4% or $37,618 at 6%; with 100% employer match about $42,320 at 4% or $28,214 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-8$120,194$27,085$3,386iApproximate average salary by contribution assumption: employee only about $84,641 at 4% or $56,427 at 6%; with 50% employer match about $56,427 at 4% or $37,618 at 6%; with 100% employer match about $42,320 at 4% or $28,214 at 6%.
201117$101,092$25,914$3,702iApproximate average salary by contribution assumption: employee only about $92,550 at 4% or $61,700 at 6%; with 50% employer match about $61,700 at 4% or $41,133 at 6%; with 100% employer match about $46,275 at 4% or $30,850 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-7$101,092$25,914$3,702iApproximate average salary by contribution assumption: employee only about $92,550 at 4% or $61,700 at 6%; with 50% employer match about $61,700 at 4% or $41,133 at 6%; with 100% employer match about $46,275 at 4% or $30,850 at 6%.
201019$88,381$26,957$2,995iApproximate average salary by contribution assumption: employee only about $74,881 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-9$88,381$26,957$2,995iApproximate average salary by contribution assumption: employee only about $74,881 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%.
200918$52,261$35,387$4,423iApproximate average salary by contribution assumption: employee only about $110,584 at 4% or $73,723 at 6%; with 50% employer match about $73,723 at 4% or $49,149 at 6%; with 100% employer match about $55,292 at 4% or $36,861 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-8$52,261$35,387$4,423iApproximate average salary by contribution assumption: employee only about $110,584 at 4% or $73,723 at 6%; with 50% employer match about $73,723 at 4% or $49,149 at 6%; with 100% employer match about $55,292 at 4% or $36,861 at 6%.
200816$16,874$19,641$3,274iApproximate average salary by contribution assumption: employee only about $81,838 at 4% or $54,558 at 6%; with 50% employer match about $54,558 at 4% or $36,372 at 6%; with 100% employer match about $40,919 at 4% or $27,279 at 6%.
Burleigh T. Surbeck, Dds, Msd, Ps 401(K) Retirement Savings Plan-6$16,874$19,641$3,274iApproximate average salary by contribution assumption: employee only about $81,838 at 4% or $54,558 at 6%; with 50% employer match about $54,558 at 4% or $36,372 at 6%; with 100% employer match about $40,919 at 4% or $27,279 at 6%.