Civic Intelligence

Jerry M. Burns, D.D.S. PC.

Plan context: Jerry M. Burns, D.D.S. PC. 401K Plan

EIN 86-0965061 • Sun City West, AZ • 15 filings • 4 plans

13909 W Camino Del Sol, Suite 102Sun City West, AZ 85375
Current Snapshot

Latest Year

2016

2016 Participants

16

2016 Assets

$1,092,393

2016 Contributions

$68,769

Historical Graphs

Total Assets Over Time

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

$1,092,393$546,197$0200320102016YearValue
$1,092,393Latest year 2016

Participants Over Time

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

1680200320102016YearValue
16Latest year 2016

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
2016216$1,092,393$68,769$4,298iApproximate average salary by contribution assumption: employee only about $107,452 at 4% or $71,634 at 6%; with 50% employer match about $71,634 at 4% or $47,756 at 6%; with 100% employer match about $53,726 at 4% or $35,817 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-16$1,092,393$62,680$3,918iApproximate average salary by contribution assumption: employee only about $97,938 at 4% or $65,292 at 6%; with 50% employer match about $65,292 at 4% or $43,528 at 6%; with 100% employer match about $48,969 at 4% or $32,646 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-0$0$6,089-
2015114$948,823$68,927$4,923iApproximate average salary by contribution assumption: employee only about $123,084 at 4% or $82,056 at 6%; with 50% employer match about $82,056 at 4% or $54,704 at 6%; with 100% employer match about $61,542 at 4% or $41,028 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-14$948,823$68,927$4,923iApproximate average salary by contribution assumption: employee only about $123,084 at 4% or $82,056 at 6%; with 50% employer match about $82,056 at 4% or $54,704 at 6%; with 100% employer match about $61,542 at 4% or $41,028 at 6%.
201417$893,403$64,366$9,195iApproximate average salary by contribution assumption: employee only about $229,879 at 4% or $153,252 at 6%; with 50% employer match about $153,252 at 4% or $102,168 at 6%; with 100% employer match about $114,939 at 4% or $76,626 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-7$893,403$64,366$9,195iApproximate average salary by contribution assumption: employee only about $229,879 at 4% or $153,252 at 6%; with 50% employer match about $153,252 at 4% or $102,168 at 6%; with 100% employer match about $114,939 at 4% or $76,626 at 6%.
201316$786,339$59,016$9,836iApproximate average salary by contribution assumption: employee only about $245,900 at 4% or $163,933 at 6%; with 50% employer match about $163,933 at 4% or $109,289 at 6%; with 100% employer match about $122,950 at 4% or $81,967 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-6$786,339$59,016$9,836iApproximate average salary by contribution assumption: employee only about $245,900 at 4% or $163,933 at 6%; with 50% employer match about $163,933 at 4% or $109,289 at 6%; with 100% employer match about $122,950 at 4% or $81,967 at 6%.
201216$632,463$71,942$11,990iApproximate average salary by contribution assumption: employee only about $299,758 at 4% or $199,839 at 6%; with 50% employer match about $199,839 at 4% or $133,226 at 6%; with 100% employer match about $149,879 at 4% or $99,919 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-6$632,463$71,942$11,990iApproximate average salary by contribution assumption: employee only about $299,758 at 4% or $199,839 at 6%; with 50% employer match about $199,839 at 4% or $133,226 at 6%; with 100% employer match about $149,879 at 4% or $99,919 at 6%.
201116$512,188$42,208$7,035iApproximate average salary by contribution assumption: employee only about $175,867 at 4% or $117,244 at 6%; with 50% employer match about $117,244 at 4% or $78,163 at 6%; with 100% employer match about $87,933 at 4% or $58,622 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-6$512,188$42,208$7,035iApproximate average salary by contribution assumption: employee only about $175,867 at 4% or $117,244 at 6%; with 50% employer match about $117,244 at 4% or $78,163 at 6%; with 100% employer match about $87,933 at 4% or $58,622 at 6%.
201015$476,533$76,749$15,350iApproximate average salary by contribution assumption: employee only about $383,745 at 4% or $255,830 at 6%; with 50% employer match about $255,830 at 4% or $170,553 at 6%; with 100% employer match about $191,873 at 4% or $127,915 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-5$476,533$76,749$15,350iApproximate average salary by contribution assumption: employee only about $383,745 at 4% or $255,830 at 6%; with 50% employer match about $255,830 at 4% or $170,553 at 6%; with 100% employer match about $191,873 at 4% or $127,915 at 6%.
200916$490,174$35,739$5,957iApproximate average salary by contribution assumption: employee only about $148,913 at 4% or $99,275 at 6%; with 50% employer match about $99,275 at 4% or $66,183 at 6%; with 100% employer match about $74,456 at 4% or $49,638 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-6$490,174$35,739$5,957iApproximate average salary by contribution assumption: employee only about $148,913 at 4% or $99,275 at 6%; with 50% employer match about $99,275 at 4% or $66,183 at 6%; with 100% employer match about $74,456 at 4% or $49,638 at 6%.
200814$408,760$45,349$11,337iApproximate average salary by contribution assumption: employee only about $283,431 at 4% or $188,954 at 6%; with 50% employer match about $188,954 at 4% or $125,969 at 6%; with 100% employer match about $141,716 at 4% or $94,477 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-4$408,760$45,349$11,337iApproximate average salary by contribution assumption: employee only about $283,431 at 4% or $188,954 at 6%; with 50% employer match about $188,954 at 4% or $125,969 at 6%; with 100% employer match about $141,716 at 4% or $94,477 at 6%.
200716$0$0-
Jerry M. Burns, D.D.S. PC. 401K Plan-6---
200615$431,004$74,985$14,997iApproximate average salary by contribution assumption: employee only about $374,925 at 4% or $249,950 at 6%; with 50% employer match about $249,950 at 4% or $166,633 at 6%; with 100% employer match about $187,463 at 4% or $124,975 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-5$431,004$74,985$14,997iApproximate average salary by contribution assumption: employee only about $374,925 at 4% or $249,950 at 6%; with 50% employer match about $249,950 at 4% or $166,633 at 6%; with 100% employer match about $187,463 at 4% or $124,975 at 6%.
200513$310,415$81,530$27,177iApproximate average salary by contribution assumption: employee only about $679,417 at 4% or $452,944 at 6%; with 50% employer match about $452,944 at 4% or $301,963 at 6%; with 100% employer match about $339,708 at 4% or $226,472 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-3$310,415$81,530$27,177iApproximate average salary by contribution assumption: employee only about $679,417 at 4% or $452,944 at 6%; with 50% employer match about $452,944 at 4% or $301,963 at 6%; with 100% employer match about $339,708 at 4% or $226,472 at 6%.
200414$220,740$65,294$16,324iApproximate average salary by contribution assumption: employee only about $408,088 at 4% or $272,058 at 6%; with 50% employer match about $272,058 at 4% or $181,372 at 6%; with 100% employer match about $204,044 at 4% or $136,029 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-4$220,740$65,294$16,324iApproximate average salary by contribution assumption: employee only about $408,088 at 4% or $272,058 at 6%; with 50% employer match about $272,058 at 4% or $181,372 at 6%; with 100% employer match about $204,044 at 4% or $136,029 at 6%.
200314$136,964$64,469$16,117iApproximate average salary by contribution assumption: employee only about $402,931 at 4% or $268,621 at 6%; with 50% employer match about $268,621 at 4% or $179,081 at 6%; with 100% employer match about $201,466 at 4% or $134,310 at 6%.
Jerry M. Burns, D.D.S. PC. 401K Plan-4$136,964$64,469$16,117iApproximate average salary by contribution assumption: employee only about $402,931 at 4% or $268,621 at 6%; with 50% employer match about $268,621 at 4% or $179,081 at 6%; with 100% employer match about $201,466 at 4% or $134,310 at 6%.
Jerry M. Burns, D.D.S. PC. | EIN 86-0965061 | 2016 Form 5500 Company Profile