Civic Intelligence

Robert a. Burgess DVM DBA Robert a. Burgess DVM PC

Plan context: Robert a. Burgess Profit Sharing Plan

EIN 73-1569629 • Edmond, OK • 16 filings • 5 plans

700 Crystal Creek PlaceEdmond, OK 73034
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$734,211

2018 Contributions

$63,257

Historical Graphs

Total Assets Over Time

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

$758,647$379,324$0200520122018YearValue
$734,211Latest year 2018

Participants Over Time

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

320200420122018YearValue
3Latest year 2018

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
201823$734,211$0-
Robert a. Burgess Profit Sharing Plan-3$734,211$0-
Robert a. Burgess Profit Sharing Plan-0$0$0-
201713$758,647$0-
Robert a. Burgess Profit Sharing Plan-3$758,647$0-
201613$668,563$0-
Robert a. Burgess Profit Sharing Plan-3$668,563$0-
201513$676,633$0-
Robert a. Burgess Profit Sharing Plan-3$676,633--
201413$676,758$0-
Robert a. Burgess Profit Sharing Plan-3$676,758--
201313$670,098$63,257$21,086iApproximate average salary by contribution assumption: employee only about $527,142 at 4% or $351,428 at 6%; with 50% employer match about $351,428 at 4% or $234,285 at 6%; with 100% employer match about $263,571 at 4% or $175,714 at 6%.
Robert a. Burgess Profit Sharing Plan-3$670,098$63,257$21,086iApproximate average salary by contribution assumption: employee only about $527,142 at 4% or $351,428 at 6%; with 50% employer match about $351,428 at 4% or $234,285 at 6%; with 100% employer match about $263,571 at 4% or $175,714 at 6%.
201213$508,213$69,639$23,213iApproximate average salary by contribution assumption: employee only about $580,325 at 4% or $386,883 at 6%; with 50% employer match about $386,883 at 4% or $257,922 at 6%; with 100% employer match about $290,163 at 4% or $193,442 at 6%.
Robert a. Burgess Profit Sharing Plan-3$508,213$69,639$23,213iApproximate average salary by contribution assumption: employee only about $580,325 at 4% or $386,883 at 6%; with 50% employer match about $386,883 at 4% or $257,922 at 6%; with 100% employer match about $290,163 at 4% or $193,442 at 6%.
201113$385,447$59,070$19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%.
Robert a. Burgess Profit Sharing Plan-3$385,447$59,070$19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%.
201013$338,348$59,530$19,843iApproximate average salary by contribution assumption: employee only about $496,083 at 4% or $330,722 at 6%; with 50% employer match about $330,722 at 4% or $220,481 at 6%; with 100% employer match about $248,042 at 4% or $165,361 at 6%.
Robert a. Burgess Profit Sharing Plan-3$338,348$59,530$19,843iApproximate average salary by contribution assumption: employee only about $496,083 at 4% or $330,722 at 6%; with 50% employer match about $330,722 at 4% or $220,481 at 6%; with 100% employer match about $248,042 at 4% or $165,361 at 6%.
200913$249,196$62,852$20,951iApproximate average salary by contribution assumption: employee only about $523,767 at 4% or $349,178 at 6%; with 50% employer match about $349,178 at 4% or $232,785 at 6%; with 100% employer match about $261,883 at 4% or $174,589 at 6%.
Robert a. Burgess Profit Sharing Plan-3$249,196$62,852$20,951iApproximate average salary by contribution assumption: employee only about $523,767 at 4% or $349,178 at 6%; with 50% employer match about $349,178 at 4% or $232,785 at 6%; with 100% employer match about $261,883 at 4% or $174,589 at 6%.
200813$137,207$64,833$21,611iApproximate average salary by contribution assumption: employee only about $540,275 at 4% or $360,183 at 6%; with 50% employer match about $360,183 at 4% or $240,122 at 6%; with 100% employer match about $270,138 at 4% or $180,092 at 6%.
Robert a. Burgess Profit Sharing Plan-3$137,207$64,833$21,611iApproximate average salary by contribution assumption: employee only about $540,275 at 4% or $360,183 at 6%; with 50% employer match about $360,183 at 4% or $240,122 at 6%; with 100% employer match about $270,138 at 4% or $180,092 at 6%.
200710$22,057$211,407-
Robert a. Burgess Profit Sharing Plan-0$22,057$211,407-
200612$22,030$58,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
Robert a. Burgess Profit Sharing Plan-2$22,030$58,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
200512$80,530$58,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
Robert a. Burgess Profit Sharing Plan-2$80,530$58,500$29,250iApproximate average salary by contribution assumption: employee only about $731,250 at 4% or $487,500 at 6%; with 50% employer match about $487,500 at 4% or $325,000 at 6%; with 100% employer match about $365,625 at 4% or $243,750 at 6%.
200411$0$0-
Robert a. Burgess Profit Sharing Plan-1---