Civic Intelligence

Burris Hennessy & Co

Plan context: Burris Hennessy & Co Profit Sharing Plan & Trust Agreement

EIN 86-0635592 • 49 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,517,217

2024 Contributions

$1,099,555

Historical Graphs

Total Assets Over Time

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

$4,911,488$2,455,744$0199920142024YearValue
$2,517,217Latest year 2024

Participants Over Time

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

320199920122024YearValue
2Latest 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
202412$2,517,217$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,517,217--
202312$2,465,182$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,465,182--
202222$4,207,324$1,099,555$549,778iApproximate average salary by contribution assumption: employee only about $13,744,438 at 4% or $9,162,958 at 6%; with 50% employer match about $9,162,958 at 4% or $6,108,639 at 6%; with 100% employer match about $6,872,219 at 4% or $4,581,479 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,419,609--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-1$1,787,715$1,099,555$1,099,555iApproximate average salary by contribution assumption: employee only about $27,488,875 at 4% or $18,325,917 at 6%; with 50% employer match about $18,325,917 at 4% or $12,217,278 at 6%; with 100% employer match about $13,744,438 at 4% or $9,162,958 at 6%.
202122$4,853,119$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$4,303,056$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$550,063--
202022$4,911,488$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$4,442,893--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$468,595--
201922$3,755,182$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$3,418,428--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$336,754--
201822$3,419,952$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$3,140,738--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$279,214--
201722$3,521,159$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$3,241,650--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$279,509--
201622$3,233,784$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,953,289--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$280,495--
201522$3,654,165$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$3,278,495--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$375,670--
201422$3,181,925$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,840,555--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-2$341,370--
201323$3,186,172$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,777,256--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$408,916--
201223$3,051,452$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,641,769--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$409,683--
201123$3,229,306$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,766,789--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$462,517--
201023$3,263,576$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,767,479--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$496,097--
200923$3,438,523$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,915,653--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$522,870--
200823$0$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3---
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2---
200723$0$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3---
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2---
200623$3,798,047$45,585$15,195iApproximate average salary by contribution assumption: employee only about $379,875 at 4% or $253,250 at 6%; with 50% employer match about $253,250 at 4% or $168,833 at 6%; with 100% employer match about $189,938 at 4% or $126,625 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$3,293,706--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$504,341$45,585$15,195iApproximate average salary by contribution assumption: employee only about $379,875 at 4% or $253,250 at 6%; with 50% employer match about $253,250 at 4% or $168,833 at 6%; with 100% employer match about $189,938 at 4% or $126,625 at 6%.
200523$3,225,340$63,911$21,304iApproximate average salary by contribution assumption: employee only about $532,592 at 4% or $355,061 at 6%; with 50% employer match about $355,061 at 4% or $236,707 at 6%; with 100% employer match about $266,296 at 4% or $177,531 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$2,810,723--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$414,617$63,911$21,304iApproximate average salary by contribution assumption: employee only about $532,592 at 4% or $355,061 at 6%; with 50% employer match about $355,061 at 4% or $236,707 at 6%; with 100% employer match about $266,296 at 4% or $177,531 at 6%.
200423$1,925,204$49,449$16,483iApproximate average salary by contribution assumption: employee only about $412,075 at 4% or $274,717 at 6%; with 50% employer match about $274,717 at 4% or $183,144 at 6%; with 100% employer match about $206,038 at 4% or $137,358 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$1,751,811--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$173,393$49,449$16,483iApproximate average salary by contribution assumption: employee only about $412,075 at 4% or $274,717 at 6%; with 50% employer match about $274,717 at 4% or $183,144 at 6%; with 100% employer match about $206,038 at 4% or $137,358 at 6%.
200323$1,762,470$24,780$8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%.
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$1,638,947--
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3$123,523$24,780$8,260iApproximate average salary by contribution assumption: employee only about $206,500 at 4% or $137,667 at 6%; with 50% employer match about $137,667 at 4% or $91,778 at 6%; with 100% employer match about $103,250 at 4% or $68,833 at 6%.
200223$0$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2---
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3---
200123$0$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2---
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3---
200023$0$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement II-3---
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2---
199912$1,076,020$0-
Burris Hennessy & Co Profit Sharing Plan & Trust Agreement-2$1,076,020--