Civic Intelligence

Burns, Morris & Stewart, Limited Partnership

Plan context: Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust

EIN 75-2647285 • 9 filings • 5 plans

Current Snapshot

Latest Year

2007

2007 Participants

70

2007 Assets

$1,965,807

2007 Contributions

$179,898

Historical Graphs

Total Assets Over Time

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

$2,917,618$1,458,809$0199920032006YearValue
$1,965,807Latest year 2006

Participants Over Time

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

123620199920032007YearValue
70Latest year 2007

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
2007170$0$0-
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-70---
2006188$1,965,807$179,898$2,044iApproximate average salary by contribution assumption: employee only about $51,107 at 4% or $34,072 at 6%; with 50% employer match about $34,072 at 4% or $22,714 at 6%; with 100% employer match about $25,554 at 4% or $17,036 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-88$1,965,807$179,898$2,044iApproximate average salary by contribution assumption: employee only about $51,107 at 4% or $34,072 at 6%; with 50% employer match about $34,072 at 4% or $22,714 at 6%; with 100% employer match about $25,554 at 4% or $17,036 at 6%.
2005195$2,917,618$254,680$2,681iApproximate average salary by contribution assumption: employee only about $67,021 at 4% or $44,681 at 6%; with 50% employer match about $44,681 at 4% or $29,787 at 6%; with 100% employer match about $33,511 at 4% or $22,340 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-95$2,917,618$254,680$2,681iApproximate average salary by contribution assumption: employee only about $67,021 at 4% or $44,681 at 6%; with 50% employer match about $44,681 at 4% or $29,787 at 6%; with 100% employer match about $33,511 at 4% or $22,340 at 6%.
20041103$2,466,038$211,949$2,058iApproximate average salary by contribution assumption: employee only about $51,444 at 4% or $34,296 at 6%; with 50% employer match about $34,296 at 4% or $22,864 at 6%; with 100% employer match about $25,722 at 4% or $17,148 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-103$2,466,038$211,949$2,058iApproximate average salary by contribution assumption: employee only about $51,444 at 4% or $34,296 at 6%; with 50% employer match about $34,296 at 4% or $22,864 at 6%; with 100% employer match about $25,722 at 4% or $17,148 at 6%.
20031104$2,490,596$226,354$2,176iApproximate average salary by contribution assumption: employee only about $54,412 at 4% or $36,275 at 6%; with 50% employer match about $36,275 at 4% or $24,183 at 6%; with 100% employer match about $27,206 at 4% or $18,137 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-104$2,490,596$226,354$2,176iApproximate average salary by contribution assumption: employee only about $54,412 at 4% or $36,275 at 6%; with 50% employer match about $36,275 at 4% or $24,183 at 6%; with 100% employer match about $27,206 at 4% or $18,137 at 6%.
20021112$1,900,968$213,074$1,902iApproximate average salary by contribution assumption: employee only about $47,561 at 4% or $31,707 at 6%; with 50% employer match about $31,707 at 4% or $21,138 at 6%; with 100% employer match about $23,781 at 4% or $15,854 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-112$1,900,968$213,074$1,902iApproximate average salary by contribution assumption: employee only about $47,561 at 4% or $31,707 at 6%; with 50% employer match about $31,707 at 4% or $21,138 at 6%; with 100% employer match about $23,781 at 4% or $15,854 at 6%.
20011123$1,933,788$174,326$1,417iApproximate average salary by contribution assumption: employee only about $35,432 at 4% or $23,621 at 6%; with 50% employer match about $23,621 at 4% or $15,748 at 6%; with 100% employer match about $17,716 at 4% or $11,811 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-123$1,933,788$174,326$1,417iApproximate average salary by contribution assumption: employee only about $35,432 at 4% or $23,621 at 6%; with 50% employer match about $23,621 at 4% or $15,748 at 6%; with 100% employer match about $17,716 at 4% or $11,811 at 6%.
2000191$1,911,912$133,890$1,471iApproximate average salary by contribution assumption: employee only about $36,783 at 4% or $24,522 at 6%; with 50% employer match about $24,522 at 4% or $16,348 at 6%; with 100% employer match about $18,391 at 4% or $12,261 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-91$1,911,912$133,890$1,471iApproximate average salary by contribution assumption: employee only about $36,783 at 4% or $24,522 at 6%; with 50% employer match about $24,522 at 4% or $16,348 at 6%; with 100% employer match about $18,391 at 4% or $12,261 at 6%.
1999188$2,075,702$125,379$1,425iApproximate average salary by contribution assumption: employee only about $35,619 at 4% or $23,746 at 6%; with 50% employer match about $23,746 at 4% or $15,831 at 6%; with 100% employer match about $17,810 at 4% or $11,873 at 6%.
Burns, Morris, & Stewart Profit Sharing Plan & Trust Fka Burns, Morris, & Stewart Limited Partnership Profit Sharing Plan & Trust-88$2,075,702$125,379$1,425iApproximate average salary by contribution assumption: employee only about $35,619 at 4% or $23,746 at 6%; with 50% employer match about $23,746 at 4% or $15,831 at 6%; with 100% employer match about $17,810 at 4% or $11,873 at 6%.