Civic Intelligence

Tuggle, Burton & Co. PC.

Plan context: Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan

EIN 75-2444915 • Dallas, TX • 22 filings • 2 plans

5151 Belt Line Road, Suite 360Dallas, TX 75254
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,772,193

2024 Contributions

$88,007

Historical Graphs

Total Assets Over Time

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

$1,772,193$886,097$0200320142024YearValue
$1,772,193Latest year 2024

Participants Over Time

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

1160200320142024YearValue
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$1,772,193$88,007$8,001iApproximate average salary by contribution assumption: employee only about $200,016 at 4% or $133,344 at 6%; with 50% employer match about $133,344 at 4% or $88,896 at 6%; with 100% employer match about $100,008 at 4% or $66,672 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-11$1,772,193$88,007$8,001iApproximate average salary by contribution assumption: employee only about $200,016 at 4% or $133,344 at 6%; with 50% employer match about $133,344 at 4% or $88,896 at 6%; with 100% employer match about $100,008 at 4% or $66,672 at 6%.
2023110$1,468,409$87,143$8,714iApproximate average salary by contribution assumption: employee only about $217,857 at 4% or $145,238 at 6%; with 50% employer match about $145,238 at 4% or $96,826 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-10$1,468,409$87,143$8,714iApproximate average salary by contribution assumption: employee only about $217,857 at 4% or $145,238 at 6%; with 50% employer match about $145,238 at 4% or $96,826 at 6%; with 100% employer match about $108,929 at 4% or $72,619 at 6%.
2022110$1,146,573$98,028$9,803iApproximate average salary by contribution assumption: employee only about $245,070 at 4% or $163,380 at 6%; with 50% employer match about $163,380 at 4% or $108,920 at 6%; with 100% employer match about $122,535 at 4% or $81,690 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-10$1,146,573$98,028$9,803iApproximate average salary by contribution assumption: employee only about $245,070 at 4% or $163,380 at 6%; with 50% employer match about $163,380 at 4% or $108,920 at 6%; with 100% employer match about $122,535 at 4% or $81,690 at 6%.
202119$1,382,691$85,684$9,520iApproximate average salary by contribution assumption: employee only about $238,011 at 4% or $158,674 at 6%; with 50% employer match about $158,674 at 4% or $105,783 at 6%; with 100% employer match about $119,006 at 4% or $79,337 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-9$1,382,691$85,684$9,520iApproximate average salary by contribution assumption: employee only about $238,011 at 4% or $158,674 at 6%; with 50% employer match about $158,674 at 4% or $105,783 at 6%; with 100% employer match about $119,006 at 4% or $79,337 at 6%.
202019$1,146,377$77,602$8,622iApproximate average salary by contribution assumption: employee only about $215,561 at 4% or $143,707 at 6%; with 50% employer match about $143,707 at 4% or $95,805 at 6%; with 100% employer match about $107,781 at 4% or $71,854 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-9$1,146,377$77,602$8,622iApproximate average salary by contribution assumption: employee only about $215,561 at 4% or $143,707 at 6%; with 50% employer match about $143,707 at 4% or $95,805 at 6%; with 100% employer match about $107,781 at 4% or $71,854 at 6%.
201918$899,753$59,381$7,423iApproximate average salary by contribution assumption: employee only about $185,566 at 4% or $123,710 at 6%; with 50% employer match about $123,710 at 4% or $82,474 at 6%; with 100% employer match about $92,783 at 4% or $61,855 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-8$899,753$59,381$7,423iApproximate average salary by contribution assumption: employee only about $185,566 at 4% or $123,710 at 6%; with 50% employer match about $123,710 at 4% or $82,474 at 6%; with 100% employer match about $92,783 at 4% or $61,855 at 6%.
201818$711,925$60,413$7,552iApproximate average salary by contribution assumption: employee only about $188,791 at 4% or $125,860 at 6%; with 50% employer match about $125,860 at 4% or $83,907 at 6%; with 100% employer match about $94,395 at 4% or $62,930 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-8$711,925$60,413$7,552iApproximate average salary by contribution assumption: employee only about $188,791 at 4% or $125,860 at 6%; with 50% employer match about $125,860 at 4% or $83,907 at 6%; with 100% employer match about $94,395 at 4% or $62,930 at 6%.
201719$715,568$63,702$7,078iApproximate average salary by contribution assumption: employee only about $176,950 at 4% or $117,967 at 6%; with 50% employer match about $117,967 at 4% or $78,644 at 6%; with 100% employer match about $88,475 at 4% or $58,983 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-9$715,568$63,702$7,078iApproximate average salary by contribution assumption: employee only about $176,950 at 4% or $117,967 at 6%; with 50% employer match about $117,967 at 4% or $78,644 at 6%; with 100% employer match about $88,475 at 4% or $58,983 at 6%.
201619$562,315$65,811$7,312iApproximate average salary by contribution assumption: employee only about $182,808 at 4% or $121,872 at 6%; with 50% employer match about $121,872 at 4% or $81,248 at 6%; with 100% employer match about $91,404 at 4% or $60,936 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-9$562,315$65,811$7,312iApproximate average salary by contribution assumption: employee only about $182,808 at 4% or $121,872 at 6%; with 50% employer match about $121,872 at 4% or $81,248 at 6%; with 100% employer match about $91,404 at 4% or $60,936 at 6%.
201517$458,621$53,668$7,667iApproximate average salary by contribution assumption: employee only about $191,671 at 4% or $127,781 at 6%; with 50% employer match about $127,781 at 4% or $85,187 at 6%; with 100% employer match about $95,836 at 4% or $63,890 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-7$458,621$53,668$7,667iApproximate average salary by contribution assumption: employee only about $191,671 at 4% or $127,781 at 6%; with 50% employer match about $127,781 at 4% or $85,187 at 6%; with 100% employer match about $95,836 at 4% or $63,890 at 6%.
201418$423,408$57,018$7,127iApproximate average salary by contribution assumption: employee only about $178,181 at 4% or $118,788 at 6%; with 50% employer match about $118,788 at 4% or $79,192 at 6%; with 100% employer match about $89,091 at 4% or $59,394 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-8$423,408$57,018$7,127iApproximate average salary by contribution assumption: employee only about $178,181 at 4% or $118,788 at 6%; with 50% employer match about $118,788 at 4% or $79,192 at 6%; with 100% employer match about $89,091 at 4% or $59,394 at 6%.
201316$345,655$44,535$7,423iApproximate average salary by contribution assumption: employee only about $185,563 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-6$345,655$44,535$7,423iApproximate average salary by contribution assumption: employee only about $185,563 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%.
201215$280,385$24,665$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,217 at 6%; with 50% employer match about $82,217 at 4% or $54,811 at 6%; with 100% employer match about $61,663 at 4% or $41,108 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-5$280,385$24,665$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,217 at 6%; with 50% employer match about $82,217 at 4% or $54,811 at 6%; with 100% employer match about $61,663 at 4% or $41,108 at 6%.
201115$271,770$22,189$4,438iApproximate average salary by contribution assumption: employee only about $110,945 at 4% or $73,963 at 6%; with 50% employer match about $73,963 at 4% or $49,309 at 6%; with 100% employer match about $55,473 at 4% or $36,982 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-5$271,770$22,189$4,438iApproximate average salary by contribution assumption: employee only about $110,945 at 4% or $73,963 at 6%; with 50% employer match about $73,963 at 4% or $49,309 at 6%; with 100% employer match about $55,473 at 4% or $36,982 at 6%.
201016$266,642$27,587$4,598iApproximate average salary by contribution assumption: employee only about $114,946 at 4% or $76,631 at 6%; with 50% employer match about $76,631 at 4% or $51,087 at 6%; with 100% employer match about $57,473 at 4% or $38,315 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-6$266,642$27,587$4,598iApproximate average salary by contribution assumption: employee only about $114,946 at 4% or $76,631 at 6%; with 50% employer match about $76,631 at 4% or $51,087 at 6%; with 100% employer match about $57,473 at 4% or $38,315 at 6%.
200916$212,825$29,913$4,986iApproximate average salary by contribution assumption: employee only about $124,638 at 4% or $83,092 at 6%; with 50% employer match about $83,092 at 4% or $55,394 at 6%; with 100% employer match about $62,319 at 4% or $41,546 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-6$212,825$29,913$4,986iApproximate average salary by contribution assumption: employee only about $124,638 at 4% or $83,092 at 6%; with 50% employer match about $83,092 at 4% or $55,394 at 6%; with 100% employer match about $62,319 at 4% or $41,546 at 6%.
200818$153,935$34,040$4,255iApproximate average salary by contribution assumption: employee only about $106,375 at 4% or $70,917 at 6%; with 50% employer match about $70,917 at 4% or $47,278 at 6%; with 100% employer match about $53,188 at 4% or $35,458 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-8$153,935$34,040$4,255iApproximate average salary by contribution assumption: employee only about $106,375 at 4% or $70,917 at 6%; with 50% employer match about $70,917 at 4% or $47,278 at 6%; with 100% employer match about $53,188 at 4% or $35,458 at 6%.
200718$206,085$35,930$4,491iApproximate average salary by contribution assumption: employee only about $112,281 at 4% or $74,854 at 6%; with 50% employer match about $74,854 at 4% or $49,903 at 6%; with 100% employer match about $56,141 at 4% or $37,427 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-8$206,085$35,930$4,491iApproximate average salary by contribution assumption: employee only about $112,281 at 4% or $74,854 at 6%; with 50% employer match about $74,854 at 4% or $49,903 at 6%; with 100% employer match about $56,141 at 4% or $37,427 at 6%.
200617$161,184$30,113$4,302iApproximate average salary by contribution assumption: employee only about $107,546 at 4% or $71,698 at 6%; with 50% employer match about $71,698 at 4% or $47,798 at 6%; with 100% employer match about $53,773 at 4% or $35,849 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-7$161,184$30,113$4,302iApproximate average salary by contribution assumption: employee only about $107,546 at 4% or $71,698 at 6%; with 50% employer match about $71,698 at 4% or $47,798 at 6%; with 100% employer match about $53,773 at 4% or $35,849 at 6%.
200517$114,476$31,283$4,469iApproximate average salary by contribution assumption: employee only about $111,725 at 4% or $74,483 at 6%; with 50% employer match about $74,483 at 4% or $49,656 at 6%; with 100% employer match about $55,863 at 4% or $37,242 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-7$114,476$31,283$4,469iApproximate average salary by contribution assumption: employee only about $111,725 at 4% or $74,483 at 6%; with 50% employer match about $74,483 at 4% or $49,656 at 6%; with 100% employer match about $55,863 at 4% or $37,242 at 6%.
200418$74,714$38,331$4,791iApproximate average salary by contribution assumption: employee only about $119,784 at 4% or $79,856 at 6%; with 50% employer match about $79,856 at 4% or $53,238 at 6%; with 100% employer match about $59,892 at 4% or $39,928 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-8$74,714$38,331$4,791iApproximate average salary by contribution assumption: employee only about $119,784 at 4% or $79,856 at 6%; with 50% employer match about $79,856 at 4% or $53,238 at 6%; with 100% employer match about $59,892 at 4% or $39,928 at 6%.
200319$29,044$26,385$2,932iApproximate average salary by contribution assumption: employee only about $73,292 at 4% or $48,861 at 6%; with 50% employer match about $48,861 at 4% or $32,574 at 6%; with 100% employer match about $36,646 at 4% or $24,431 at 6%.
Tuggle, Burton & Co. PC. 401(K) Profit Sharing Plan-9$29,044$26,385$2,932iApproximate average salary by contribution assumption: employee only about $73,292 at 4% or $48,861 at 6%; with 50% employer match about $48,861 at 4% or $32,574 at 6%; with 100% employer match about $36,646 at 4% or $24,431 at 6%.