Civic Intelligence

Burton, Volkmann & Schmal LLP

Plan context: Burton, Volkmann & Schmal LLP 401K Plan

EIN 91-1805375 • Santa Cruz, CA • 15 filings • 6 plans

133 Mission Street Ste 102Santa Cruz, CA 95060
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$671,099

2013 Contributions

$61,271

Historical Graphs

Total Assets Over Time

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

$956,043$478,022$0199920072013YearValue
$671,099Latest year 2013

Participants Over Time

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

1890200020072013YearValue
7Latest year 2013

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
201317$671,099$61,271$8,753iApproximate average salary by contribution assumption: employee only about $218,825 at 4% or $145,883 at 6%; with 50% employer match about $145,883 at 4% or $97,256 at 6%; with 100% employer match about $109,413 at 4% or $72,942 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-7$671,099$61,271$8,753iApproximate average salary by contribution assumption: employee only about $218,825 at 4% or $145,883 at 6%; with 50% employer match about $145,883 at 4% or $97,256 at 6%; with 100% employer match about $109,413 at 4% or $72,942 at 6%.
201218$869,874$54,261$6,783iApproximate average salary by contribution assumption: employee only about $169,566 at 4% or $113,044 at 6%; with 50% employer match about $113,044 at 4% or $75,363 at 6%; with 100% employer match about $84,783 at 4% or $56,522 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-8$869,874$54,261$6,783iApproximate average salary by contribution assumption: employee only about $169,566 at 4% or $113,044 at 6%; with 50% employer match about $113,044 at 4% or $75,363 at 6%; with 100% employer match about $84,783 at 4% or $56,522 at 6%.
201118$723,474$56,031$7,004iApproximate average salary by contribution assumption: employee only about $175,097 at 4% or $116,731 at 6%; with 50% employer match about $116,731 at 4% or $77,821 at 6%; with 100% employer match about $87,548 at 4% or $58,366 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-8$723,474$56,031$7,004iApproximate average salary by contribution assumption: employee only about $175,097 at 4% or $116,731 at 6%; with 50% employer match about $116,731 at 4% or $77,821 at 6%; with 100% employer match about $87,548 at 4% or $58,366 at 6%.
2010110$956,043$51,974$5,197iApproximate average salary by contribution assumption: employee only about $129,935 at 4% or $86,623 at 6%; with 50% employer match about $86,623 at 4% or $57,749 at 6%; with 100% employer match about $64,967 at 4% or $43,312 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-10$956,043$51,974$5,197iApproximate average salary by contribution assumption: employee only about $129,935 at 4% or $86,623 at 6%; with 50% employer match about $86,623 at 4% or $57,749 at 6%; with 100% employer match about $64,967 at 4% or $43,312 at 6%.
2009110$773,932$48,622$4,862iApproximate average salary by contribution assumption: employee only about $121,555 at 4% or $81,037 at 6%; with 50% employer match about $81,037 at 4% or $54,024 at 6%; with 100% employer match about $60,778 at 4% or $40,518 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-10$773,932$48,622$4,862iApproximate average salary by contribution assumption: employee only about $121,555 at 4% or $81,037 at 6%; with 50% employer match about $81,037 at 4% or $54,024 at 6%; with 100% employer match about $60,778 at 4% or $40,518 at 6%.
200819$549,258$54,706$6,078iApproximate average salary by contribution assumption: employee only about $151,961 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,981 at 4% or $50,654 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-9$549,258$54,706$6,078iApproximate average salary by contribution assumption: employee only about $151,961 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,981 at 4% or $50,654 at 6%.
200719$850,057$103,932$11,548iApproximate average salary by contribution assumption: employee only about $288,700 at 4% or $192,467 at 6%; with 50% employer match about $192,467 at 4% or $128,311 at 6%; with 100% employer match about $144,350 at 4% or $96,233 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-9$850,057$103,932$11,548iApproximate average salary by contribution assumption: employee only about $288,700 at 4% or $192,467 at 6%; with 50% employer match about $192,467 at 4% or $128,311 at 6%; with 100% employer match about $144,350 at 4% or $96,233 at 6%.
2006114$863,255$119,139$8,510iApproximate average salary by contribution assumption: employee only about $212,748 at 4% or $141,832 at 6%; with 50% employer match about $141,832 at 4% or $94,555 at 6%; with 100% employer match about $106,374 at 4% or $70,916 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-14$863,255$119,139$8,510iApproximate average salary by contribution assumption: employee only about $212,748 at 4% or $141,832 at 6%; with 50% employer match about $141,832 at 4% or $94,555 at 6%; with 100% employer match about $106,374 at 4% or $70,916 at 6%.
2005114$705,035$125,895$8,993iApproximate average salary by contribution assumption: employee only about $224,813 at 4% or $149,875 at 6%; with 50% employer match about $149,875 at 4% or $99,917 at 6%; with 100% employer match about $112,406 at 4% or $74,938 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-14$705,035$125,895$8,993iApproximate average salary by contribution assumption: employee only about $224,813 at 4% or $149,875 at 6%; with 50% employer match about $149,875 at 4% or $99,917 at 6%; with 100% employer match about $112,406 at 4% or $74,938 at 6%.
2004117$593,978$64,268$3,780iApproximate average salary by contribution assumption: employee only about $94,512 at 4% or $63,008 at 6%; with 50% employer match about $63,008 at 4% or $42,005 at 6%; with 100% employer match about $47,256 at 4% or $31,504 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-17$593,978$64,268$3,780iApproximate average salary by contribution assumption: employee only about $94,512 at 4% or $63,008 at 6%; with 50% employer match about $63,008 at 4% or $42,005 at 6%; with 100% employer match about $47,256 at 4% or $31,504 at 6%.
2003116$485,163$72,602$4,538iApproximate average salary by contribution assumption: employee only about $113,441 at 4% or $75,627 at 6%; with 50% employer match about $75,627 at 4% or $50,418 at 6%; with 100% employer match about $56,720 at 4% or $37,814 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-16$485,163$72,602$4,538iApproximate average salary by contribution assumption: employee only about $113,441 at 4% or $75,627 at 6%; with 50% employer match about $75,627 at 4% or $50,418 at 6%; with 100% employer match about $56,720 at 4% or $37,814 at 6%.
2002117$337,413$73,875$4,346iApproximate average salary by contribution assumption: employee only about $108,640 at 4% or $72,426 at 6%; with 50% employer match about $72,426 at 4% or $48,284 at 6%; with 100% employer match about $54,320 at 4% or $36,213 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-17$337,413$73,875$4,346iApproximate average salary by contribution assumption: employee only about $108,640 at 4% or $72,426 at 6%; with 50% employer match about $72,426 at 4% or $48,284 at 6%; with 100% employer match about $54,320 at 4% or $36,213 at 6%.
2001115$0$0-
Burton, Volkmann & Schmal LLP 401K Plan-15---
2000118$280,630$98,289$5,461iApproximate average salary by contribution assumption: employee only about $136,513 at 4% or $91,008 at 6%; with 50% employer match about $91,008 at 4% or $60,672 at 6%; with 100% employer match about $68,256 at 4% or $45,504 at 6%.
Burton, Volkmann & Schmal LLP 401K Plan-18$280,630$98,289$5,461iApproximate average salary by contribution assumption: employee only about $136,513 at 4% or $91,008 at 6%; with 50% employer match about $91,008 at 4% or $60,672 at 6%; with 100% employer match about $68,256 at 4% or $45,504 at 6%.
199910$195,113$83,957-
Burton, Volkmann & Schmal LLP 401K Plan-0$195,113$83,957-