Burch & George, P. C.
Plan context: Burch & George Savings Incentive Plan
EIN 73-1521791 • Oklahoma City, OK • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$860,055
2024 Contributions
$67,355
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $860,055 | $67,355 | $6,736iApproximate average salary by contribution assumption: employee only about $168,388 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,194 at 4% or $56,129 at 6%. |
| Burch & George Savings Incentive Plan | - | 10 | $860,055 | $67,355 | $6,736iApproximate average salary by contribution assumption: employee only about $168,388 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,194 at 4% or $56,129 at 6%. |
| 2023 | 1 | 10 | $701,444 | $85,704 | $8,570iApproximate average salary by contribution assumption: employee only about $214,260 at 4% or $142,840 at 6%; with 50% employer match about $142,840 at 4% or $95,227 at 6%; with 100% employer match about $107,130 at 4% or $71,420 at 6%. |
| Burch & George Savings Incentive Plan | - | 10 | $701,444 | $85,704 | $8,570iApproximate average salary by contribution assumption: employee only about $214,260 at 4% or $142,840 at 6%; with 50% employer match about $142,840 at 4% or $95,227 at 6%; with 100% employer match about $107,130 at 4% or $71,420 at 6%. |
| 2022 | 1 | 10 | $680,216 | $106,661 | $10,666iApproximate average salary by contribution assumption: employee only about $266,653 at 4% or $177,768 at 6%; with 50% employer match about $177,768 at 4% or $118,512 at 6%; with 100% employer match about $133,326 at 4% or $88,884 at 6%. |
| Burch & George Savings Incentive Plan | - | 10 | $680,216 | $106,661 | $10,666iApproximate average salary by contribution assumption: employee only about $266,653 at 4% or $177,768 at 6%; with 50% employer match about $177,768 at 4% or $118,512 at 6%; with 100% employer match about $133,326 at 4% or $88,884 at 6%. |
| 2021 | 1 | 10 | $741,802 | $89,180 | $8,918iApproximate average salary by contribution assumption: employee only about $222,950 at 4% or $148,633 at 6%; with 50% employer match about $148,633 at 4% or $99,089 at 6%; with 100% employer match about $111,475 at 4% or $74,317 at 6%. |
| Burch & George Savings Incentive Plan | - | 10 | $741,802 | $89,180 | $8,918iApproximate average salary by contribution assumption: employee only about $222,950 at 4% or $148,633 at 6%; with 50% employer match about $148,633 at 4% or $99,089 at 6%; with 100% employer match about $111,475 at 4% or $74,317 at 6%. |
| 2020 | 1 | 10 | $561,924 | $53,926 | $5,393iApproximate average salary by contribution assumption: employee only about $134,815 at 4% or $89,877 at 6%; with 50% employer match about $89,877 at 4% or $59,918 at 6%; with 100% employer match about $67,408 at 4% or $44,938 at 6%. |
| Burch & George Savings Incentive Plan | - | 10 | $561,924 | $53,926 | $5,393iApproximate average salary by contribution assumption: employee only about $134,815 at 4% or $89,877 at 6%; with 50% employer match about $89,877 at 4% or $59,918 at 6%; with 100% employer match about $67,408 at 4% or $44,938 at 6%. |
| 2019 | 1 | 9 | $407,351 | $37,764 | $4,196iApproximate average salary by contribution assumption: employee only about $104,900 at 4% or $69,933 at 6%; with 50% employer match about $69,933 at 4% or $46,622 at 6%; with 100% employer match about $52,450 at 4% or $34,967 at 6%. |
| Burch & George Savings Incentive Plan | - | 9 | $407,351 | $37,764 | $4,196iApproximate average salary by contribution assumption: employee only about $104,900 at 4% or $69,933 at 6%; with 50% employer match about $69,933 at 4% or $46,622 at 6%; with 100% employer match about $52,450 at 4% or $34,967 at 6%. |
| 2018 | 1 | 10 | $298,952 | $52,935 | $5,294iApproximate average salary by contribution assumption: employee only about $132,338 at 4% or $88,225 at 6%; with 50% employer match about $88,225 at 4% or $58,817 at 6%; with 100% employer match about $66,169 at 4% or $44,113 at 6%. |
| Burch & George Savings Incentive Plan | - | 10 | $298,952 | $52,935 | $5,294iApproximate average salary by contribution assumption: employee only about $132,338 at 4% or $88,225 at 6%; with 50% employer match about $88,225 at 4% or $58,817 at 6%; with 100% employer match about $66,169 at 4% or $44,113 at 6%. |
| 2017 | 1 | 7 | $271,996 | $56,858 | $8,123iApproximate average salary by contribution assumption: employee only about $203,064 at 4% or $135,376 at 6%; with 50% employer match about $135,376 at 4% or $90,251 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%. |
| Burch & George Savings Incentive Plan | - | 7 | $271,996 | $56,858 | $8,123iApproximate average salary by contribution assumption: employee only about $203,064 at 4% or $135,376 at 6%; with 50% employer match about $135,376 at 4% or $90,251 at 6%; with 100% employer match about $101,532 at 4% or $67,688 at 6%. |
| 2016 | 1 | 8 | $190,457 | $26,148 | $3,269iApproximate average salary by contribution assumption: employee only about $81,713 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,238 at 6%. |
| Burch & George Savings Incentive Plan | - | 8 | $190,457 | $26,148 | $3,269iApproximate average salary by contribution assumption: employee only about $81,713 at 4% or $54,475 at 6%; with 50% employer match about $54,475 at 4% or $36,317 at 6%; with 100% employer match about $40,856 at 4% or $27,238 at 6%. |
| 2015 | 1 | 9 | $156,575 | $45,507 | $5,056iApproximate average salary by contribution assumption: employee only about $126,408 at 4% or $84,272 at 6%; with 50% employer match about $84,272 at 4% or $56,181 at 6%; with 100% employer match about $63,204 at 4% or $42,136 at 6%. |
| Burch & George Savings Incentive Plan | - | 9 | $156,575 | $45,507 | $5,056iApproximate average salary by contribution assumption: employee only about $126,408 at 4% or $84,272 at 6%; with 50% employer match about $84,272 at 4% or $56,181 at 6%; with 100% employer match about $63,204 at 4% or $42,136 at 6%. |
| 2014 | 1 | 7 | $122,356 | $62,819 | $8,974iApproximate average salary by contribution assumption: employee only about $224,354 at 4% or $149,569 at 6%; with 50% employer match about $149,569 at 4% or $99,713 at 6%; with 100% employer match about $112,177 at 4% or $74,785 at 6%. |
| Burch & George Savings Incentive Plan | - | 7 | $122,356 | $62,819 | $8,974iApproximate average salary by contribution assumption: employee only about $224,354 at 4% or $149,569 at 6%; with 50% employer match about $149,569 at 4% or $99,713 at 6%; with 100% employer match about $112,177 at 4% or $74,785 at 6%. |
| 2013 | 1 | 7 | $61,039 | $27,664 | $3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%. |
| Burch & George Savings Incentive Plan | - | 7 | $61,039 | $27,664 | $3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%. |
| 2012 | 1 | 6 | $26,794 | $25,778 | $4,296iApproximate average salary by contribution assumption: employee only about $107,408 at 4% or $71,606 at 6%; with 50% employer match about $71,606 at 4% or $47,737 at 6%; with 100% employer match about $53,704 at 4% or $35,803 at 6%. |
| Burch & George Savings Incentive Plan | - | 6 | $26,794 | $25,778 | $4,296iApproximate average salary by contribution assumption: employee only about $107,408 at 4% or $71,606 at 6%; with 50% employer match about $71,606 at 4% or $47,737 at 6%; with 100% employer match about $53,704 at 4% or $35,803 at 6%. |
| 2006 | 1 | 0 | $0 | $0 | - |
| Burch & George, P. C. Profit Sharing Plan | - | 0 | - | - | - |
| 2005 | 1 | 6 | $180,253 | $0 | - |
| Burch & George, P. C. Profit Sharing Plan | - | 6 | $180,253 | - | - |
| 2004 | 1 | 6 | $162,659 | $0 | - |
| Burch & George, P. C. Profit Sharing Plan | - | 6 | $162,659 | - | - |
| 2003 | 1 | 7 | $144,418 | $0 | - |
| Burch & George, P. C. Profit Sharing Plan | - | 7 | $144,418 | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Burch & George, P. C. Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 6 | $232,985 | $96,588 | $16,098iApproximate average salary by contribution assumption: employee only about $402,450 at 4% or $268,300 at 6%; with 50% employer match about $268,300 at 4% or $178,867 at 6%; with 100% employer match about $201,225 at 4% or $134,150 at 6%. |
| Burch & George, P. C. Profit Sharing Plan | - | 6 | $232,985 | $96,588 | $16,098iApproximate average salary by contribution assumption: employee only about $402,450 at 4% or $268,300 at 6%; with 50% employer match about $268,300 at 4% or $178,867 at 6%; with 100% employer match about $201,225 at 4% or $134,150 at 6%. |
| 2000 | 1 | 6 | $133,687 | $83,256 | $13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%. |
| Burch & George, P. C. Profit Sharing Plan | - | 6 | $133,687 | $83,256 | $13,876iApproximate average salary by contribution assumption: employee only about $346,900 at 4% or $231,267 at 6%; with 50% employer match about $231,267 at 4% or $154,178 at 6%; with 100% employer match about $173,450 at 4% or $115,633 at 6%. |
| 1999 | 1 | 4 | $57,225 | $57,225 | $14,306iApproximate average salary by contribution assumption: employee only about $357,656 at 4% or $238,438 at 6%; with 50% employer match about $238,438 at 4% or $158,958 at 6%; with 100% employer match about $178,828 at 4% or $119,219 at 6%. |
| Burch & George, P. C. Profit Sharing Plan | - | 4 | $57,225 | $57,225 | $14,306iApproximate average salary by contribution assumption: employee only about $357,656 at 4% or $238,438 at 6%; with 50% employer match about $238,438 at 4% or $158,958 at 6%; with 100% employer match about $178,828 at 4% or $119,219 at 6%. |