Civic Intelligence

Burgess & Company, Cpas Inc.

Plan context: Burgess Company 401K Profit Sharing Plan

EIN 94-3045739 • San Mateo, CA • 26 filings • 4 plans

63 East Fourth AvenueSan Mateo, CA 94401
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$4,400,202

2024 Contributions

$118,000

Historical Graphs

Total Assets Over Time

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

$4,400,202$2,200,101$0199920122024YearValue
$4,400,202Latest year 2024

Participants Over Time

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

630199920122024YearValue
5Latest 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
202415$4,400,202$118,000$23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%.
Burgess Company 401K Profit Sharing Plan-5$4,400,202$118,000$23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%.
202314$4,213,147$132,128$33,032iApproximate average salary by contribution assumption: employee only about $825,800 at 4% or $550,533 at 6%; with 50% employer match about $550,533 at 4% or $367,022 at 6%; with 100% employer match about $412,900 at 4% or $275,267 at 6%.
Burgess Company 401K Profit Sharing Plan-4$4,213,147$132,128$33,032iApproximate average salary by contribution assumption: employee only about $825,800 at 4% or $550,533 at 6%; with 50% employer match about $550,533 at 4% or $367,022 at 6%; with 100% employer match about $412,900 at 4% or $275,267 at 6%.
202214$3,176,425$1,199,125$299,781iApproximate average salary by contribution assumption: employee only about $7,494,531 at 4% or $4,996,354 at 6%; with 50% employer match about $4,996,354 at 4% or $3,330,903 at 6%; with 100% employer match about $3,747,266 at 4% or $2,498,177 at 6%.
Burgess Company 401K Profit Sharing Plan-4$3,176,425$1,199,125$299,781iApproximate average salary by contribution assumption: employee only about $7,494,531 at 4% or $4,996,354 at 6%; with 50% employer match about $4,996,354 at 4% or $3,330,903 at 6%; with 100% employer match about $3,747,266 at 4% or $2,498,177 at 6%.
202114$3,035,235$73,500$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%.
Burgess Company 401K Profit Sharing Plan-4$3,035,235$73,500$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%.
202013$3,016,939$66,100$22,033iApproximate average salary by contribution assumption: employee only about $550,833 at 4% or $367,222 at 6%; with 50% employer match about $367,222 at 4% or $244,815 at 6%; with 100% employer match about $275,417 at 4% or $183,611 at 6%.
Burgess Company 401K Profit Sharing Plan-3$3,016,939$66,100$22,033iApproximate average salary by contribution assumption: employee only about $550,833 at 4% or $367,222 at 6%; with 50% employer match about $367,222 at 4% or $244,815 at 6%; with 100% employer match about $275,417 at 4% or $183,611 at 6%.
201914$2,033,523$61,881$15,470iApproximate average salary by contribution assumption: employee only about $386,756 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,378 at 4% or $128,919 at 6%.
Burgess Company 401K Profit Sharing Plan-4$2,033,523$61,881$15,470iApproximate average salary by contribution assumption: employee only about $386,756 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,378 at 4% or $128,919 at 6%.
201816$1,528,666$78,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Burgess Company 401K Profit Sharing Plan-6$1,528,666$78,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201715$1,600,386$83,050$16,610iApproximate average salary by contribution assumption: employee only about $415,250 at 4% or $276,833 at 6%; with 50% employer match about $276,833 at 4% or $184,556 at 6%; with 100% employer match about $207,625 at 4% or $138,417 at 6%.
Burgess Company 401K Profit Sharing Plan-5$1,600,386$83,050$16,610iApproximate average salary by contribution assumption: employee only about $415,250 at 4% or $276,833 at 6%; with 50% employer match about $276,833 at 4% or $184,556 at 6%; with 100% employer match about $207,625 at 4% or $138,417 at 6%.
201616$1,221,699$82,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
Burgess Company 401K Profit Sharing Plan-6$1,221,699$82,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
201515$1,063,983$84,000$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
Burgess Company 401K Profit Sharing Plan-5$1,063,983$84,000$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
201415$985,976$81,480$16,296iApproximate average salary by contribution assumption: employee only about $407,400 at 4% or $271,600 at 6%; with 50% employer match about $271,600 at 4% or $181,067 at 6%; with 100% employer match about $203,700 at 4% or $135,800 at 6%.
Burgess Company 401K Profit Sharing Plan-5$985,976$81,480$16,296iApproximate average salary by contribution assumption: employee only about $407,400 at 4% or $271,600 at 6%; with 50% employer match about $271,600 at 4% or $181,067 at 6%; with 100% employer match about $203,700 at 4% or $135,800 at 6%.
201313$815,420$53,100$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Burgess Company 401K Profit Sharing Plan-3$815,420$53,100$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
201213$693,185$51,500$17,167iApproximate average salary by contribution assumption: employee only about $429,167 at 4% or $286,111 at 6%; with 50% employer match about $286,111 at 4% or $190,741 at 6%; with 100% employer match about $214,583 at 4% or $143,056 at 6%.
Burgess Company 401K Profit Sharing Plan-3$693,185$51,500$17,167iApproximate average salary by contribution assumption: employee only about $429,167 at 4% or $286,111 at 6%; with 50% employer match about $286,111 at 4% or $190,741 at 6%; with 100% employer match about $214,583 at 4% or $143,056 at 6%.
201113$592,787$63,660$21,220iApproximate average salary by contribution assumption: employee only about $530,500 at 4% or $353,667 at 6%; with 50% employer match about $353,667 at 4% or $235,778 at 6%; with 100% employer match about $265,250 at 4% or $176,833 at 6%.
Burgess Company 401K Profit Sharing Plan-3$592,787$63,660$21,220iApproximate average salary by contribution assumption: employee only about $530,500 at 4% or $353,667 at 6%; with 50% employer match about $353,667 at 4% or $235,778 at 6%; with 100% employer match about $265,250 at 4% or $176,833 at 6%.
201015$787,659$91,151$18,230iApproximate average salary by contribution assumption: employee only about $455,755 at 4% or $303,837 at 6%; with 50% employer match about $303,837 at 4% or $202,558 at 6%; with 100% employer match about $227,878 at 4% or $151,918 at 6%.
Burgess Company 401K Profit Sharing Plan-5$787,659$91,151$18,230iApproximate average salary by contribution assumption: employee only about $455,755 at 4% or $303,837 at 6%; with 50% employer match about $303,837 at 4% or $202,558 at 6%; with 100% employer match about $227,878 at 4% or $151,918 at 6%.
200915$631,269$100,498$20,100iApproximate average salary by contribution assumption: employee only about $502,490 at 4% or $334,993 at 6%; with 50% employer match about $334,993 at 4% or $223,329 at 6%; with 100% employer match about $251,245 at 4% or $167,497 at 6%.
Burgess Company 401K Profit Sharing Plan-5$631,269$100,498$20,100iApproximate average salary by contribution assumption: employee only about $502,490 at 4% or $334,993 at 6%; with 50% employer match about $334,993 at 4% or $223,329 at 6%; with 100% employer match about $251,245 at 4% or $167,497 at 6%.
200815$753,905$95,322$19,064iApproximate average salary by contribution assumption: employee only about $476,610 at 4% or $317,740 at 6%; with 50% employer match about $317,740 at 4% or $211,827 at 6%; with 100% employer match about $238,305 at 4% or $158,870 at 6%.
Burgess Company 401K Profit Sharing Plan-5$753,905$95,322$19,064iApproximate average salary by contribution assumption: employee only about $476,610 at 4% or $317,740 at 6%; with 50% employer match about $317,740 at 4% or $211,827 at 6%; with 100% employer match about $238,305 at 4% or $158,870 at 6%.
200715$806,704$93,906$18,781iApproximate average salary by contribution assumption: employee only about $469,530 at 4% or $313,020 at 6%; with 50% employer match about $313,020 at 4% or $208,680 at 6%; with 100% employer match about $234,765 at 4% or $156,510 at 6%.
Burgess Company 401K Profit Sharing Plan-5$806,704$93,906$18,781iApproximate average salary by contribution assumption: employee only about $469,530 at 4% or $313,020 at 6%; with 50% employer match about $313,020 at 4% or $208,680 at 6%; with 100% employer match about $234,765 at 4% or $156,510 at 6%.
200615$658,762$84,350$16,870iApproximate average salary by contribution assumption: employee only about $421,750 at 4% or $281,167 at 6%; with 50% employer match about $281,167 at 4% or $187,444 at 6%; with 100% employer match about $210,875 at 4% or $140,583 at 6%.
Burgess Company 401K Profit Sharing Plan-5$658,762$84,350$16,870iApproximate average salary by contribution assumption: employee only about $421,750 at 4% or $281,167 at 6%; with 50% employer match about $281,167 at 4% or $187,444 at 6%; with 100% employer match about $210,875 at 4% or $140,583 at 6%.
200514$526,881$68,900$17,225iApproximate average salary by contribution assumption: employee only about $430,625 at 4% or $287,083 at 6%; with 50% employer match about $287,083 at 4% or $191,389 at 6%; with 100% employer match about $215,313 at 4% or $143,542 at 6%.
Burgess Company 401K Profit Sharing Plan-4$526,881$68,900$17,225iApproximate average salary by contribution assumption: employee only about $430,625 at 4% or $287,083 at 6%; with 50% employer match about $287,083 at 4% or $191,389 at 6%; with 100% employer match about $215,313 at 4% or $143,542 at 6%.
200415$475,513$71,200$14,240iApproximate average salary by contribution assumption: employee only about $356,000 at 4% or $237,333 at 6%; with 50% employer match about $237,333 at 4% or $158,222 at 6%; with 100% employer match about $178,000 at 4% or $118,667 at 6%.
Burgess Company 401K Profit Sharing Plan-5$475,513$71,200$14,240iApproximate average salary by contribution assumption: employee only about $356,000 at 4% or $237,333 at 6%; with 50% employer match about $237,333 at 4% or $158,222 at 6%; with 100% employer match about $178,000 at 4% or $118,667 at 6%.
200315$396,497$62,600$12,520iApproximate average salary by contribution assumption: employee only about $313,000 at 4% or $208,667 at 6%; with 50% employer match about $208,667 at 4% or $139,111 at 6%; with 100% employer match about $156,500 at 4% or $104,333 at 6%.
Burgess Company 401K Profit Sharing Plan-5$396,497$62,600$12,520iApproximate average salary by contribution assumption: employee only about $313,000 at 4% or $208,667 at 6%; with 50% employer match about $208,667 at 4% or $139,111 at 6%; with 100% employer match about $156,500 at 4% or $104,333 at 6%.
200215$318,200$55,730$11,146iApproximate average salary by contribution assumption: employee only about $278,650 at 4% or $185,767 at 6%; with 50% employer match about $185,767 at 4% or $123,844 at 6%; with 100% employer match about $139,325 at 4% or $92,883 at 6%.
Burgess Company 401K Profit Sharing Plan-5$318,200$55,730$11,146iApproximate average salary by contribution assumption: employee only about $278,650 at 4% or $185,767 at 6%; with 50% employer match about $185,767 at 4% or $123,844 at 6%; with 100% employer match about $139,325 at 4% or $92,883 at 6%.
200115$277,793$46,204$9,241iApproximate average salary by contribution assumption: employee only about $231,020 at 4% or $154,013 at 6%; with 50% employer match about $154,013 at 4% or $102,676 at 6%; with 100% employer match about $115,510 at 4% or $77,007 at 6%.
Burgess Company 401K Profit Sharing Plan-5$277,793$46,204$9,241iApproximate average salary by contribution assumption: employee only about $231,020 at 4% or $154,013 at 6%; with 50% employer match about $154,013 at 4% or $102,676 at 6%; with 100% employer match about $115,510 at 4% or $77,007 at 6%.
200014$237,874$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Burgess Company 401K Profit Sharing Plan-4$237,874$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
199914$280,436$46,763$11,691iApproximate average salary by contribution assumption: employee only about $292,269 at 4% or $194,846 at 6%; with 50% employer match about $194,846 at 4% or $129,897 at 6%; with 100% employer match about $146,134 at 4% or $97,423 at 6%.
Burgess Company 401K Profit Sharing Plan-4$280,436$46,763$11,691iApproximate average salary by contribution assumption: employee only about $292,269 at 4% or $194,846 at 6%; with 50% employer match about $194,846 at 4% or $129,897 at 6%; with 100% employer match about $146,134 at 4% or $97,423 at 6%.