Civic Intelligence

Robert G. Burt PC

Plan context: Robert G. Burt PC. 401(K) Plan

EIN 93-1264220 • Portland, OR • 32 filings • 9 plans

1515 SW Fifth Ave Suite 600Portland, OR 97201
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$3,462,441

2022 Contributions

$5,806

Historical Graphs

Total Assets Over Time

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

$3,462,441$1,731,221$0200020122021YearValue
$3,462,441Latest year 2021

Participants Over Time

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

320200020112021YearValue
2Latest year 2021

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
202210$0$0-
Robert G. Burt PC. 401(K) Plan-0$0--
202112$3,462,441$5,806$2,903iApproximate average salary by contribution assumption: employee only about $72,575 at 4% or $48,383 at 6%; with 50% employer match about $48,383 at 4% or $32,256 at 6%; with 100% employer match about $36,288 at 4% or $24,192 at 6%.
Robert G. Burt PC. 401(K) Plan-2$3,462,441$5,806$2,903iApproximate average salary by contribution assumption: employee only about $72,575 at 4% or $48,383 at 6%; with 50% employer match about $48,383 at 4% or $32,256 at 6%; with 100% employer match about $36,288 at 4% or $24,192 at 6%.
202012$3,180,374$32,588$16,294iApproximate average salary by contribution assumption: employee only about $407,350 at 4% or $271,567 at 6%; with 50% employer match about $271,567 at 4% or $181,044 at 6%; with 100% employer match about $203,675 at 4% or $135,783 at 6%.
Robert G. Burt PC. 401(K) Plan-2$3,180,374$32,588$16,294iApproximate average salary by contribution assumption: employee only about $407,350 at 4% or $271,567 at 6%; with 50% employer match about $271,567 at 4% or $181,044 at 6%; with 100% employer match about $203,675 at 4% or $135,783 at 6%.
201912$2,930,889$6,163$3,082iApproximate average salary by contribution assumption: employee only about $77,038 at 4% or $51,358 at 6%; with 50% employer match about $51,358 at 4% or $34,239 at 6%; with 100% employer match about $38,519 at 4% or $25,679 at 6%.
Robert G. Burt PC. 401(K) Plan-2$2,930,889$6,163$3,082iApproximate average salary by contribution assumption: employee only about $77,038 at 4% or $51,358 at 6%; with 50% employer match about $51,358 at 4% or $34,239 at 6%; with 100% employer match about $38,519 at 4% or $25,679 at 6%.
201812$2,483,080$35,377$17,689iApproximate average salary by contribution assumption: employee only about $442,213 at 4% or $294,808 at 6%; with 50% employer match about $294,808 at 4% or $196,539 at 6%; with 100% employer match about $221,106 at 4% or $147,404 at 6%.
Robert G. Burt PC. 401(K) Plan-2$2,483,080$35,377$17,689iApproximate average salary by contribution assumption: employee only about $442,213 at 4% or $294,808 at 6%; with 50% employer match about $294,808 at 4% or $196,539 at 6%; with 100% employer match about $221,106 at 4% or $147,404 at 6%.
201712$2,732,811$36,948$18,474iApproximate average salary by contribution assumption: employee only about $461,850 at 4% or $307,900 at 6%; with 50% employer match about $307,900 at 4% or $205,267 at 6%; with 100% employer match about $230,925 at 4% or $153,950 at 6%.
Robert G. Burt PC. 401(K) Plan-2$2,732,811$36,948$18,474iApproximate average salary by contribution assumption: employee only about $461,850 at 4% or $307,900 at 6%; with 50% employer match about $307,900 at 4% or $205,267 at 6%; with 100% employer match about $230,925 at 4% or $153,950 at 6%.
201612$2,351,430$55,155$27,578iApproximate average salary by contribution assumption: employee only about $689,438 at 4% or $459,625 at 6%; with 50% employer match about $459,625 at 4% or $306,417 at 6%; with 100% employer match about $344,719 at 4% or $229,813 at 6%.
Robert G. Burt PC. 401(K) Plan-2$2,351,430$55,155$27,578iApproximate average salary by contribution assumption: employee only about $689,438 at 4% or $459,625 at 6%; with 50% employer match about $459,625 at 4% or $306,417 at 6%; with 100% employer match about $344,719 at 4% or $229,813 at 6%.
201512$2,360,681$37,983$18,992iApproximate average salary by contribution assumption: employee only about $474,788 at 4% or $316,525 at 6%; with 50% employer match about $316,525 at 4% or $211,017 at 6%; with 100% employer match about $237,394 at 4% or $158,263 at 6%.
Robert G. Burt PC. 401(K) Plan-2$2,360,681$37,983$18,992iApproximate average salary by contribution assumption: employee only about $474,788 at 4% or $316,525 at 6%; with 50% employer match about $316,525 at 4% or $211,017 at 6%; with 100% employer match about $237,394 at 4% or $158,263 at 6%.
201412$3,278,305$32,170$16,085iApproximate average salary by contribution assumption: employee only about $402,125 at 4% or $268,083 at 6%; with 50% employer match about $268,083 at 4% or $178,722 at 6%; with 100% employer match about $201,063 at 4% or $134,042 at 6%.
Robert G. Burt PC. 401(K) Plan-2$3,278,305$32,170$16,085iApproximate average salary by contribution assumption: employee only about $402,125 at 4% or $268,083 at 6%; with 50% employer match about $268,083 at 4% or $178,722 at 6%; with 100% employer match about $201,063 at 4% or $134,042 at 6%.
201312$3,086,761$33,496$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
Robert G. Burt PC. 401(K) Plan-2$3,086,761$33,496$16,748iApproximate average salary by contribution assumption: employee only about $418,700 at 4% or $279,133 at 6%; with 50% employer match about $279,133 at 4% or $186,089 at 6%; with 100% employer match about $209,350 at 4% or $139,567 at 6%.
201212$2,440,313$35,906$17,953iApproximate average salary by contribution assumption: employee only about $448,825 at 4% or $299,217 at 6%; with 50% employer match about $299,217 at 4% or $199,478 at 6%; with 100% employer match about $224,413 at 4% or $149,608 at 6%.
Robert G. Burt PC. 401(K) Plan-2$2,440,313$35,906$17,953iApproximate average salary by contribution assumption: employee only about $448,825 at 4% or $299,217 at 6%; with 50% employer match about $299,217 at 4% or $199,478 at 6%; with 100% employer match about $224,413 at 4% or $149,608 at 6%.
201112$578,267$38,928$19,464iApproximate average salary by contribution assumption: employee only about $486,600 at 4% or $324,400 at 6%; with 50% employer match about $324,400 at 4% or $216,267 at 6%; with 100% employer match about $243,300 at 4% or $162,200 at 6%.
Robert G. Burt PC. 401(K) Plan-2$578,267$38,928$19,464iApproximate average salary by contribution assumption: employee only about $486,600 at 4% or $324,400 at 6%; with 50% employer match about $324,400 at 4% or $216,267 at 6%; with 100% employer match about $243,300 at 4% or $162,200 at 6%.
201022$2,055,758$328,669$164,335iApproximate average salary by contribution assumption: employee only about $4,108,363 at 4% or $2,738,908 at 6%; with 50% employer match about $2,738,908 at 4% or $1,825,939 at 6%; with 100% employer match about $2,054,181 at 4% or $1,369,454 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-1$1,505,121--
Robert G. Burt PC. 401(K) Plan-2$550,637$328,669$164,335iApproximate average salary by contribution assumption: employee only about $4,108,363 at 4% or $2,738,908 at 6%; with 50% employer match about $2,738,908 at 4% or $1,825,939 at 6%; with 100% employer match about $2,054,181 at 4% or $1,369,454 at 6%.
200923$1,562,189$39,367$13,122iApproximate average salary by contribution assumption: employee only about $328,058 at 4% or $218,706 at 6%; with 50% employer match about $218,706 at 4% or $145,804 at 6%; with 100% employer match about $164,029 at 4% or $109,353 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2$1,382,117$0-
Robert G. Burt PC. 401(K) Plan-3$180,072$39,367$13,122iApproximate average salary by contribution assumption: employee only about $328,058 at 4% or $218,706 at 6%; with 50% employer match about $218,706 at 4% or $145,804 at 6%; with 100% employer match about $164,029 at 4% or $109,353 at 6%.
200822$108,608$36,856$18,428iApproximate average salary by contribution assumption: employee only about $460,700 at 4% or $307,133 at 6%; with 50% employer match about $307,133 at 4% or $204,756 at 6%; with 100% employer match about $230,350 at 4% or $153,567 at 6%.
Robert G. Burt PC. 401(K) Plan-2$108,608$36,856$18,428iApproximate average salary by contribution assumption: employee only about $460,700 at 4% or $307,133 at 6%; with 50% employer match about $307,133 at 4% or $204,756 at 6%; with 100% employer match about $230,350 at 4% or $153,567 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2---
200722$0$0-
Robert G. Burt PC. 401(K) Plan-2---
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2---
200622$1,653,313$217,985$108,993iApproximate average salary by contribution assumption: employee only about $2,724,813 at 4% or $1,816,542 at 6%; with 50% employer match about $1,816,542 at 4% or $1,211,028 at 6%; with 100% employer match about $1,362,406 at 4% or $908,271 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2$1,239,168$181,235$90,618iApproximate average salary by contribution assumption: employee only about $2,265,438 at 4% or $1,510,292 at 6%; with 50% employer match about $1,510,292 at 4% or $1,006,861 at 6%; with 100% employer match about $1,132,719 at 4% or $755,146 at 6%.
Robert G. Burt PC. 401(K) Plan-2$414,145$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
200522$944,756$176,274$88,137iApproximate average salary by contribution assumption: employee only about $2,203,425 at 4% or $1,468,950 at 6%; with 50% employer match about $1,468,950 at 4% or $979,300 at 6%; with 100% employer match about $1,101,713 at 4% or $734,475 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2$924,656$156,224$78,112iApproximate average salary by contribution assumption: employee only about $1,952,800 at 4% or $1,301,867 at 6%; with 50% employer match about $1,301,867 at 4% or $867,911 at 6%; with 100% employer match about $976,400 at 4% or $650,933 at 6%.
Robert G. Burt PC. 401(K) Plan-2$20,100$20,050$10,025iApproximate average salary by contribution assumption: employee only about $250,625 at 4% or $167,083 at 6%; with 50% employer match about $167,083 at 4% or $111,389 at 6%; with 100% employer match about $125,313 at 4% or $83,542 at 6%.
200412$695,030$159,577$79,789iApproximate average salary by contribution assumption: employee only about $1,994,713 at 4% or $1,329,808 at 6%; with 50% employer match about $1,329,808 at 4% or $886,539 at 6%; with 100% employer match about $997,356 at 4% or $664,904 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2$695,030$159,577$79,789iApproximate average salary by contribution assumption: employee only about $1,994,713 at 4% or $1,329,808 at 6%; with 50% employer match about $1,329,808 at 4% or $886,539 at 6%; with 100% employer match about $997,356 at 4% or $664,904 at 6%.
200312$457,633$155,248$77,624iApproximate average salary by contribution assumption: employee only about $1,940,600 at 4% or $1,293,733 at 6%; with 50% employer match about $1,293,733 at 4% or $862,489 at 6%; with 100% employer match about $970,300 at 4% or $646,867 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2$457,633$155,248$77,624iApproximate average salary by contribution assumption: employee only about $1,940,600 at 4% or $1,293,733 at 6%; with 50% employer match about $1,293,733 at 4% or $862,489 at 6%; with 100% employer match about $970,300 at 4% or $646,867 at 6%.
200212$268,723$149,271$74,636iApproximate average salary by contribution assumption: employee only about $1,865,888 at 4% or $1,243,925 at 6%; with 50% employer match about $1,243,925 at 4% or $829,283 at 6%; with 100% employer match about $932,944 at 4% or $621,963 at 6%.
Robert G. Burt PC Defined Benefit Pension Plan and Trust-2$268,723$149,271$74,636iApproximate average salary by contribution assumption: employee only about $1,865,888 at 4% or $1,243,925 at 6%; with 50% employer match about $1,243,925 at 4% or $829,283 at 6%; with 100% employer match about $932,944 at 4% or $621,963 at 6%.
200133$0$2,168$723iApproximate average salary by contribution assumption: employee only about $18,067 at 4% or $12,044 at 6%; with 50% employer match about $12,044 at 4% or $8,030 at 6%; with 100% employer match about $9,033 at 4% or $6,022 at 6%.
ROBERT G. BURT, P.C. MONEY PURCHASE PENSION PLAN-0-$2,168-
ROBERT G. BURT P.C. PROFIT SHARING PLAN & TRUST-0---
Robert G. Burt PC Defined Benefit Pension Plan and Trust-3---
200021$326,698$31,431$31,431iApproximate average salary by contribution assumption: employee only about $785,775 at 4% or $523,850 at 6%; with 50% employer match about $523,850 at 4% or $349,233 at 6%; with 100% employer match about $392,888 at 4% or $261,925 at 6%.
ROBERT G. BURT P.C. PROFIT SHARING PLAN & TRUST-1$325,006$26,035$26,035iApproximate average salary by contribution assumption: employee only about $650,875 at 4% or $433,917 at 6%; with 50% employer match about $433,917 at 4% or $289,278 at 6%; with 100% employer match about $325,438 at 4% or $216,958 at 6%.
ROBERT G. BURT, P.C. MONEY PURCHASE PENSION PLAN-1$1,692$5,396$5,396iApproximate average salary by contribution assumption: employee only about $134,900 at 4% or $89,933 at 6%; with 50% employer match about $89,933 at 4% or $59,956 at 6%; with 100% employer match about $67,450 at 4% or $44,967 at 6%.