Burkell Plumbing & Heating
Plan context: Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust
EIN 94-2885363 • Sausalito, CA • 24 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$1,873,963
2024 Contributions
$46,769
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $1,873,963 | $46,769 | $2,033iApproximate average salary by contribution assumption: employee only about $50,836 at 4% or $33,891 at 6%; with 50% employer match about $33,891 at 4% or $22,594 at 6%; with 100% employer match about $25,418 at 4% or $16,945 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 23 | $1,873,963 | $46,769 | $2,033iApproximate average salary by contribution assumption: employee only about $50,836 at 4% or $33,891 at 6%; with 50% employer match about $33,891 at 4% or $22,594 at 6%; with 100% employer match about $25,418 at 4% or $16,945 at 6%. |
| 2023 | 1 | 26 | $1,640,125 | $84,148 | $3,236iApproximate average salary by contribution assumption: employee only about $80,912 at 4% or $53,941 at 6%; with 50% employer match about $53,941 at 4% or $35,961 at 6%; with 100% employer match about $40,456 at 4% or $26,971 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 26 | $1,640,125 | $84,148 | $3,236iApproximate average salary by contribution assumption: employee only about $80,912 at 4% or $53,941 at 6%; with 50% employer match about $53,941 at 4% or $35,961 at 6%; with 100% employer match about $40,456 at 4% or $26,971 at 6%. |
| 2022 | 1 | 27 | $1,413,820 | $72,411 | $2,682iApproximate average salary by contribution assumption: employee only about $67,047 at 4% or $44,698 at 6%; with 50% employer match about $44,698 at 4% or $29,799 at 6%; with 100% employer match about $33,524 at 4% or $22,349 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 27 | $1,413,820 | $72,411 | $2,682iApproximate average salary by contribution assumption: employee only about $67,047 at 4% or $44,698 at 6%; with 50% employer match about $44,698 at 4% or $29,799 at 6%; with 100% employer match about $33,524 at 4% or $22,349 at 6%. |
| 2021 | 1 | 28 | $2,130,344 | $66,946 | $2,391iApproximate average salary by contribution assumption: employee only about $59,773 at 4% or $39,849 at 6%; with 50% employer match about $39,849 at 4% or $26,566 at 6%; with 100% employer match about $29,887 at 4% or $19,924 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 28 | $2,130,344 | $66,946 | $2,391iApproximate average salary by contribution assumption: employee only about $59,773 at 4% or $39,849 at 6%; with 50% employer match about $39,849 at 4% or $26,566 at 6%; with 100% employer match about $29,887 at 4% or $19,924 at 6%. |
| 2020 | 1 | 24 | $1,858,040 | $149,572 | $6,232iApproximate average salary by contribution assumption: employee only about $155,804 at 4% or $103,869 at 6%; with 50% employer match about $103,869 at 4% or $69,246 at 6%; with 100% employer match about $77,902 at 4% or $51,935 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 24 | $1,858,040 | $149,572 | $6,232iApproximate average salary by contribution assumption: employee only about $155,804 at 4% or $103,869 at 6%; with 50% employer match about $103,869 at 4% or $69,246 at 6%; with 100% employer match about $77,902 at 4% or $51,935 at 6%. |
| 2019 | 1 | 21 | $1,871,535 | $112,453 | $5,355iApproximate average salary by contribution assumption: employee only about $133,873 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 21 | $1,871,535 | $112,453 | $5,355iApproximate average salary by contribution assumption: employee only about $133,873 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%. |
| 2018 | 1 | 16 | $1,494,604 | $99,027 | $6,189iApproximate average salary by contribution assumption: employee only about $154,730 at 4% or $103,153 at 6%; with 50% employer match about $103,153 at 4% or $68,769 at 6%; with 100% employer match about $77,365 at 4% or $51,577 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 16 | $1,494,604 | $99,027 | $6,189iApproximate average salary by contribution assumption: employee only about $154,730 at 4% or $103,153 at 6%; with 50% employer match about $103,153 at 4% or $68,769 at 6%; with 100% employer match about $77,365 at 4% or $51,577 at 6%. |
| 2017 | 1 | 12 | $1,513,853 | $193,324 | $16,110iApproximate average salary by contribution assumption: employee only about $402,758 at 4% or $268,506 at 6%; with 50% employer match about $268,506 at 4% or $179,004 at 6%; with 100% employer match about $201,379 at 4% or $134,253 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 12 | $1,513,853 | $193,324 | $16,110iApproximate average salary by contribution assumption: employee only about $402,758 at 4% or $268,506 at 6%; with 50% employer match about $268,506 at 4% or $179,004 at 6%; with 100% employer match about $201,379 at 4% or $134,253 at 6%. |
| 2016 | 1 | 8 | $1,136,172 | $36,586 | $4,573iApproximate average salary by contribution assumption: employee only about $114,331 at 4% or $76,221 at 6%; with 50% employer match about $76,221 at 4% or $50,814 at 6%; with 100% employer match about $57,166 at 4% or $38,110 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 8 | $1,136,172 | $36,586 | $4,573iApproximate average salary by contribution assumption: employee only about $114,331 at 4% or $76,221 at 6%; with 50% employer match about $76,221 at 4% or $50,814 at 6%; with 100% employer match about $57,166 at 4% or $38,110 at 6%. |
| 2015 | 1 | 9 | $1,036,212 | $18,383 | $2,043iApproximate average salary by contribution assumption: employee only about $51,064 at 4% or $34,043 at 6%; with 50% employer match about $34,043 at 4% or $22,695 at 6%; with 100% employer match about $25,532 at 4% or $17,021 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 9 | $1,036,212 | $18,383 | $2,043iApproximate average salary by contribution assumption: employee only about $51,064 at 4% or $34,043 at 6%; with 50% employer match about $34,043 at 4% or $22,695 at 6%; with 100% employer match about $25,532 at 4% or $17,021 at 6%. |
| 2014 | 1 | 10 | $1,042,571 | $51,277 | $5,128iApproximate average salary by contribution assumption: employee only about $128,193 at 4% or $85,462 at 6%; with 50% employer match about $85,462 at 4% or $56,974 at 6%; with 100% employer match about $64,096 at 4% or $42,731 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 10 | $1,042,571 | $51,277 | $5,128iApproximate average salary by contribution assumption: employee only about $128,193 at 4% or $85,462 at 6%; with 50% employer match about $85,462 at 4% or $56,974 at 6%; with 100% employer match about $64,096 at 4% or $42,731 at 6%. |
| 2013 | 1 | 9 | $968,035 | $44,198 | $4,911iApproximate average salary by contribution assumption: employee only about $122,772 at 4% or $81,848 at 6%; with 50% employer match about $81,848 at 4% or $54,565 at 6%; with 100% employer match about $61,386 at 4% or $40,924 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 9 | $968,035 | $44,198 | $4,911iApproximate average salary by contribution assumption: employee only about $122,772 at 4% or $81,848 at 6%; with 50% employer match about $81,848 at 4% or $54,565 at 6%; with 100% employer match about $61,386 at 4% or $40,924 at 6%. |
| 2012 | 1 | 16 | $806,712 | $23,696 | $1,481iApproximate average salary by contribution assumption: employee only about $37,025 at 4% or $24,683 at 6%; with 50% employer match about $24,683 at 4% or $16,456 at 6%; with 100% employer match about $18,513 at 4% or $12,342 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 16 | $806,712 | $23,696 | $1,481iApproximate average salary by contribution assumption: employee only about $37,025 at 4% or $24,683 at 6%; with 50% employer match about $24,683 at 4% or $16,456 at 6%; with 100% employer match about $18,513 at 4% or $12,342 at 6%. |
| 2011 | 1 | 12 | $771,883 | $25,726 | $2,144iApproximate average salary by contribution assumption: employee only about $53,596 at 4% or $35,731 at 6%; with 50% employer match about $35,731 at 4% or $23,820 at 6%; with 100% employer match about $26,798 at 4% or $17,865 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 12 | $771,883 | $25,726 | $2,144iApproximate average salary by contribution assumption: employee only about $53,596 at 4% or $35,731 at 6%; with 50% employer match about $35,731 at 4% or $23,820 at 6%; with 100% employer match about $26,798 at 4% or $17,865 at 6%. |
| 2010 | 1 | 13 | $805,949 | $23,375 | $1,798iApproximate average salary by contribution assumption: employee only about $44,952 at 4% or $29,968 at 6%; with 50% employer match about $29,968 at 4% or $19,979 at 6%; with 100% employer match about $22,476 at 4% or $14,984 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 13 | $805,949 | $23,375 | $1,798iApproximate average salary by contribution assumption: employee only about $44,952 at 4% or $29,968 at 6%; with 50% employer match about $29,968 at 4% or $19,979 at 6%; with 100% employer match about $22,476 at 4% or $14,984 at 6%. |
| 2009 | 1 | 12 | $737,678 | $32,356 | $2,696iApproximate average salary by contribution assumption: employee only about $67,408 at 4% or $44,939 at 6%; with 50% employer match about $44,939 at 4% or $29,959 at 6%; with 100% employer match about $33,704 at 4% or $22,469 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 12 | $737,678 | $32,356 | $2,696iApproximate average salary by contribution assumption: employee only about $67,408 at 4% or $44,939 at 6%; with 50% employer match about $44,939 at 4% or $29,959 at 6%; with 100% employer match about $33,704 at 4% or $22,469 at 6%. |
| 2008 | 1 | 9 | $594,446 | $37,860 | $4,207iApproximate average salary by contribution assumption: employee only about $105,167 at 4% or $70,111 at 6%; with 50% employer match about $70,111 at 4% or $46,741 at 6%; with 100% employer match about $52,583 at 4% or $35,056 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 9 | $594,446 | $37,860 | $4,207iApproximate average salary by contribution assumption: employee only about $105,167 at 4% or $70,111 at 6%; with 50% employer match about $70,111 at 4% or $46,741 at 6%; with 100% employer match about $52,583 at 4% or $35,056 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 11 | - | - | - |
| 2005 | 1 | 15 | $535,304 | $0 | - |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 15 | $535,304 | - | - |
| 2004 | 1 | 18 | $528,053 | $0 | - |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 18 | $528,053 | - | - |
| 2003 | 1 | 18 | $541,521 | $0 | - |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 18 | $541,521 | - | - |
| 2002 | 1 | 19 | $492,015 | $75,000 | $3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 19 | $492,015 | $75,000 | $3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%. |
| 2001 | 1 | 19 | $110,860 | $58,931 | $3,102iApproximate average salary by contribution assumption: employee only about $77,541 at 4% or $51,694 at 6%; with 50% employer match about $51,694 at 4% or $34,463 at 6%; with 100% employer match about $38,770 at 4% or $25,847 at 6%. |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 19 | $110,860 | $58,931 | $3,102iApproximate average salary by contribution assumption: employee only about $77,541 at 4% or $51,694 at 6%; with 50% employer match about $51,694 at 4% or $34,463 at 6%; with 100% employer match about $38,770 at 4% or $25,847 at 6%. |
| 2000 | 1 | 19 | $508,128 | $0 | - |
| Burkell Plumbing & Heating 401(K) Profit Sharing Plan & Trust | - | 19 | $508,128 | - | - |