Civic Intelligence

Scot E. Burgess, DMD PC.

Plan context: Scot E. Burgess, DMD PC 401(K) Plan

EIN 93-1284626 • Redmond, OR • 23 filings • 3 plans

PO Box 697Redmond, OR 97756-0157
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$3,450,794

2024 Contributions

$35,325

Historical Graphs

Total Assets Over Time

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

$3,450,794$1,725,397$0200220132024YearValue
$3,450,794Latest year 2024

Participants Over Time

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

840200220132024YearValue
1Latest 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
202411$3,450,794$0-
Scot E. Burgess, DMD PC 401(K) Plan-1$3,450,794--
202311$3,173,089$0-
Scot E. Burgess, DMD PC 401(K) Plan-1$3,173,089--
202211$2,809,037$35,325$35,325iApproximate average salary by contribution assumption: employee only about $883,125 at 4% or $588,750 at 6%; with 50% employer match about $588,750 at 4% or $392,500 at 6%; with 100% employer match about $441,563 at 4% or $294,375 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-1$2,809,037$35,325$35,325iApproximate average salary by contribution assumption: employee only about $883,125 at 4% or $588,750 at 6%; with 50% employer match about $588,750 at 4% or $392,500 at 6%; with 100% employer match about $441,563 at 4% or $294,375 at 6%.
202114$3,063,423$58,622$14,656iApproximate average salary by contribution assumption: employee only about $366,388 at 4% or $244,258 at 6%; with 50% employer match about $244,258 at 4% or $162,839 at 6%; with 100% employer match about $183,194 at 4% or $122,129 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$3,063,423$58,622$14,656iApproximate average salary by contribution assumption: employee only about $366,388 at 4% or $244,258 at 6%; with 50% employer match about $244,258 at 4% or $162,839 at 6%; with 100% employer match about $183,194 at 4% or $122,129 at 6%.
202014$2,545,292$59,140$14,785iApproximate average salary by contribution assumption: employee only about $369,625 at 4% or $246,417 at 6%; with 50% employer match about $246,417 at 4% or $164,278 at 6%; with 100% employer match about $184,813 at 4% or $123,208 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$2,545,292$59,140$14,785iApproximate average salary by contribution assumption: employee only about $369,625 at 4% or $246,417 at 6%; with 50% employer match about $246,417 at 4% or $164,278 at 6%; with 100% employer match about $184,813 at 4% or $123,208 at 6%.
201914$2,365,248$62,450$15,613iApproximate average salary by contribution assumption: employee only about $390,313 at 4% or $260,208 at 6%; with 50% employer match about $260,208 at 4% or $173,472 at 6%; with 100% employer match about $195,156 at 4% or $130,104 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$2,365,248$62,450$15,613iApproximate average salary by contribution assumption: employee only about $390,313 at 4% or $260,208 at 6%; with 50% employer match about $260,208 at 4% or $173,472 at 6%; with 100% employer match about $195,156 at 4% or $130,104 at 6%.
201814$2,000,960$60,093$15,023iApproximate average salary by contribution assumption: employee only about $375,581 at 4% or $250,388 at 6%; with 50% employer match about $250,388 at 4% or $166,925 at 6%; with 100% employer match about $187,791 at 4% or $125,194 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$2,000,960$60,093$15,023iApproximate average salary by contribution assumption: employee only about $375,581 at 4% or $250,388 at 6%; with 50% employer match about $250,388 at 4% or $166,925 at 6%; with 100% employer match about $187,791 at 4% or $125,194 at 6%.
201714$1,971,326$40,099$10,025iApproximate average salary by contribution assumption: employee only about $250,619 at 4% or $167,079 at 6%; with 50% employer match about $167,079 at 4% or $111,386 at 6%; with 100% employer match about $125,309 at 4% or $83,540 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$1,971,326$40,099$10,025iApproximate average salary by contribution assumption: employee only about $250,619 at 4% or $167,079 at 6%; with 50% employer match about $167,079 at 4% or $111,386 at 6%; with 100% employer match about $125,309 at 4% or $83,540 at 6%.
201615$1,736,690$35,422$7,084iApproximate average salary by contribution assumption: employee only about $177,110 at 4% or $118,073 at 6%; with 50% employer match about $118,073 at 4% or $78,716 at 6%; with 100% employer match about $88,555 at 4% or $59,037 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-5$1,736,690$35,422$7,084iApproximate average salary by contribution assumption: employee only about $177,110 at 4% or $118,073 at 6%; with 50% employer match about $118,073 at 4% or $78,716 at 6%; with 100% employer match about $88,555 at 4% or $59,037 at 6%.
201514$1,532,855$50,613$12,653iApproximate average salary by contribution assumption: employee only about $316,331 at 4% or $210,888 at 6%; with 50% employer match about $210,888 at 4% or $140,592 at 6%; with 100% employer match about $158,166 at 4% or $105,444 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$1,532,855$50,613$12,653iApproximate average salary by contribution assumption: employee only about $316,331 at 4% or $210,888 at 6%; with 50% employer match about $210,888 at 4% or $140,592 at 6%; with 100% employer match about $158,166 at 4% or $105,444 at 6%.
201414$1,476,625$44,009$11,002iApproximate average salary by contribution assumption: employee only about $275,056 at 4% or $183,371 at 6%; with 50% employer match about $183,371 at 4% or $122,247 at 6%; with 100% employer match about $137,528 at 4% or $91,685 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-4$1,476,625$44,009$11,002iApproximate average salary by contribution assumption: employee only about $275,056 at 4% or $183,371 at 6%; with 50% employer match about $183,371 at 4% or $122,247 at 6%; with 100% employer match about $137,528 at 4% or $91,685 at 6%.
201315$1,159,673$47,546$9,509iApproximate average salary by contribution assumption: employee only about $237,730 at 4% or $158,487 at 6%; with 50% employer match about $158,487 at 4% or $105,658 at 6%; with 100% employer match about $118,865 at 4% or $79,243 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-5$1,159,673$47,546$9,509iApproximate average salary by contribution assumption: employee only about $237,730 at 4% or $158,487 at 6%; with 50% employer match about $158,487 at 4% or $105,658 at 6%; with 100% employer match about $118,865 at 4% or $79,243 at 6%.
201216$959,233$46,615$7,769iApproximate average salary by contribution assumption: employee only about $194,229 at 4% or $129,486 at 6%; with 50% employer match about $129,486 at 4% or $86,324 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-6$959,233$46,615$7,769iApproximate average salary by contribution assumption: employee only about $194,229 at 4% or $129,486 at 6%; with 50% employer match about $129,486 at 4% or $86,324 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
201116$839,766$43,175$7,196iApproximate average salary by contribution assumption: employee only about $179,896 at 4% or $119,931 at 6%; with 50% employer match about $119,931 at 4% or $79,954 at 6%; with 100% employer match about $89,948 at 4% or $59,965 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-6$839,766$43,175$7,196iApproximate average salary by contribution assumption: employee only about $179,896 at 4% or $119,931 at 6%; with 50% employer match about $119,931 at 4% or $79,954 at 6%; with 100% employer match about $89,948 at 4% or $59,965 at 6%.
201017$868,581$79,922$11,417iApproximate average salary by contribution assumption: employee only about $285,436 at 4% or $190,290 at 6%; with 50% employer match about $190,290 at 4% or $126,860 at 6%; with 100% employer match about $142,718 at 4% or $95,145 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-7$868,581$79,922$11,417iApproximate average salary by contribution assumption: employee only about $285,436 at 4% or $190,290 at 6%; with 50% employer match about $190,290 at 4% or $126,860 at 6%; with 100% employer match about $142,718 at 4% or $95,145 at 6%.
200917$662,940$76,698$10,957iApproximate average salary by contribution assumption: employee only about $273,921 at 4% or $182,614 at 6%; with 50% employer match about $182,614 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-7$662,940$76,698$10,957iApproximate average salary by contribution assumption: employee only about $273,921 at 4% or $182,614 at 6%; with 50% employer match about $182,614 at 4% or $121,743 at 6%; with 100% employer match about $136,961 at 4% or $91,307 at 6%.
200816$498,746$80,304$13,384iApproximate average salary by contribution assumption: employee only about $334,600 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,533 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-6$498,746$80,304$13,384iApproximate average salary by contribution assumption: employee only about $334,600 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,533 at 6%.
200718$802,371$76,328$9,541iApproximate average salary by contribution assumption: employee only about $238,525 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,011 at 6%; with 100% employer match about $119,263 at 4% or $79,508 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-8$802,371$76,328$9,541iApproximate average salary by contribution assumption: employee only about $238,525 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,011 at 6%; with 100% employer match about $119,263 at 4% or $79,508 at 6%.
200617$651,327$73,096$10,442iApproximate average salary by contribution assumption: employee only about $261,057 at 4% or $174,038 at 6%; with 50% employer match about $174,038 at 4% or $116,025 at 6%; with 100% employer match about $130,529 at 4% or $87,019 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-7$651,327$73,096$10,442iApproximate average salary by contribution assumption: employee only about $261,057 at 4% or $174,038 at 6%; with 50% employer match about $174,038 at 4% or $116,025 at 6%; with 100% employer match about $130,529 at 4% or $87,019 at 6%.
200515$556,199$80,856$16,171iApproximate average salary by contribution assumption: employee only about $404,280 at 4% or $269,520 at 6%; with 50% employer match about $269,520 at 4% or $179,680 at 6%; with 100% employer match about $202,140 at 4% or $134,760 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-5$556,199$80,856$16,171iApproximate average salary by contribution assumption: employee only about $404,280 at 4% or $269,520 at 6%; with 50% employer match about $269,520 at 4% or $179,680 at 6%; with 100% employer match about $202,140 at 4% or $134,760 at 6%.
200416$433,628$195,681$32,614iApproximate average salary by contribution assumption: employee only about $815,338 at 4% or $543,558 at 6%; with 50% employer match about $543,558 at 4% or $362,372 at 6%; with 100% employer match about $407,669 at 4% or $271,779 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-6$433,628$195,681$32,614iApproximate average salary by contribution assumption: employee only about $815,338 at 4% or $543,558 at 6%; with 50% employer match about $543,558 at 4% or $362,372 at 6%; with 100% employer match about $407,669 at 4% or $271,779 at 6%.
200315$210,905$70,188$14,038iApproximate average salary by contribution assumption: employee only about $350,940 at 4% or $233,960 at 6%; with 50% employer match about $233,960 at 4% or $155,973 at 6%; with 100% employer match about $175,470 at 4% or $116,980 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-5$210,905$70,188$14,038iApproximate average salary by contribution assumption: employee only about $350,940 at 4% or $233,960 at 6%; with 50% employer match about $233,960 at 4% or $155,973 at 6%; with 100% employer match about $175,470 at 4% or $116,980 at 6%.
200217$105,293$107,934$15,419iApproximate average salary by contribution assumption: employee only about $385,479 at 4% or $256,986 at 6%; with 50% employer match about $256,986 at 4% or $171,324 at 6%; with 100% employer match about $192,739 at 4% or $128,493 at 6%.
Scot E. Burgess, DMD PC 401(K) Plan-7$105,293$107,934$15,419iApproximate average salary by contribution assumption: employee only about $385,479 at 4% or $256,986 at 6%; with 50% employer match about $256,986 at 4% or $171,324 at 6%; with 100% employer match about $192,739 at 4% or $128,493 at 6%.