Civic Intelligence

Terry E. Burris, M.D.

Plan context: Terry E. Burris, M.D. Employees Profit Sharing Plan

EIN 94-3074231 • Lake Oswego, OR • 23 filings • 2 plans

2341 Palisades Crest DrLake Oswego, OR 97034-7503
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,348,095

2020 Contributions

$62,000

Historical Graphs

Total Assets Over Time

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

$1,424,154$712,077$0199920112020YearValue
$1,348,095Latest year 2020

Participants Over Time

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

630199920102020YearValue
3Latest year 2020

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
202023$1,348,095$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$1,348,095$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-0$0$0-
201913$1,366,284$61,561$20,520iApproximate average salary by contribution assumption: employee only about $513,008 at 4% or $342,006 at 6%; with 50% employer match about $342,006 at 4% or $228,004 at 6%; with 100% employer match about $256,504 at 4% or $171,003 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$1,366,284$61,561$20,520iApproximate average salary by contribution assumption: employee only about $513,008 at 4% or $342,006 at 6%; with 50% employer match about $342,006 at 4% or $228,004 at 6%; with 100% employer match about $256,504 at 4% or $171,003 at 6%.
201813$1,424,154$63,996$21,332iApproximate average salary by contribution assumption: employee only about $533,300 at 4% or $355,533 at 6%; with 50% employer match about $355,533 at 4% or $237,022 at 6%; with 100% employer match about $266,650 at 4% or $177,767 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$1,424,154$63,996$21,332iApproximate average salary by contribution assumption: employee only about $533,300 at 4% or $355,533 at 6%; with 50% employer match about $355,533 at 4% or $237,022 at 6%; with 100% employer match about $266,650 at 4% or $177,767 at 6%.
201713$1,395,147$52,068$17,356iApproximate average salary by contribution assumption: employee only about $433,900 at 4% or $289,267 at 6%; with 50% employer match about $289,267 at 4% or $192,844 at 6%; with 100% employer match about $216,950 at 4% or $144,633 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$1,395,147$52,068$17,356iApproximate average salary by contribution assumption: employee only about $433,900 at 4% or $289,267 at 6%; with 50% employer match about $289,267 at 4% or $192,844 at 6%; with 100% employer match about $216,950 at 4% or $144,633 at 6%.
201612$1,253,432$49,044$24,522iApproximate average salary by contribution assumption: employee only about $613,050 at 4% or $408,700 at 6%; with 50% employer match about $408,700 at 4% or $272,467 at 6%; with 100% employer match about $306,525 at 4% or $204,350 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-2$1,253,432$49,044$24,522iApproximate average salary by contribution assumption: employee only about $613,050 at 4% or $408,700 at 6%; with 50% employer match about $408,700 at 4% or $272,467 at 6%; with 100% employer match about $306,525 at 4% or $204,350 at 6%.
201513$1,168,524$55,269$18,423iApproximate average salary by contribution assumption: employee only about $460,575 at 4% or $307,050 at 6%; with 50% employer match about $307,050 at 4% or $204,700 at 6%; with 100% employer match about $230,288 at 4% or $153,525 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$1,168,524$55,269$18,423iApproximate average salary by contribution assumption: employee only about $460,575 at 4% or $307,050 at 6%; with 50% employer match about $307,050 at 4% or $204,700 at 6%; with 100% employer match about $230,288 at 4% or $153,525 at 6%.
201413$1,136,905$37,424$12,475iApproximate average salary by contribution assumption: employee only about $311,867 at 4% or $207,911 at 6%; with 50% employer match about $207,911 at 4% or $138,607 at 6%; with 100% employer match about $155,933 at 4% or $103,956 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$1,136,905$37,424$12,475iApproximate average salary by contribution assumption: employee only about $311,867 at 4% or $207,911 at 6%; with 50% employer match about $207,911 at 4% or $138,607 at 6%; with 100% employer match about $155,933 at 4% or $103,956 at 6%.
201312$1,061,653$43,637$21,819iApproximate average salary by contribution assumption: employee only about $545,463 at 4% or $363,642 at 6%; with 50% employer match about $363,642 at 4% or $242,428 at 6%; with 100% employer match about $272,731 at 4% or $181,821 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-2$1,061,653$43,637$21,819iApproximate average salary by contribution assumption: employee only about $545,463 at 4% or $363,642 at 6%; with 50% employer match about $363,642 at 4% or $242,428 at 6%; with 100% employer match about $272,731 at 4% or $181,821 at 6%.
201212$982,444$43,719$21,860iApproximate average salary by contribution assumption: employee only about $546,488 at 4% or $364,325 at 6%; with 50% employer match about $364,325 at 4% or $242,883 at 6%; with 100% employer match about $273,244 at 4% or $182,163 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-2$982,444$43,719$21,860iApproximate average salary by contribution assumption: employee only about $546,488 at 4% or $364,325 at 6%; with 50% employer match about $364,325 at 4% or $242,883 at 6%; with 100% employer match about $273,244 at 4% or $182,163 at 6%.
201113$916,122$40,894$13,631iApproximate average salary by contribution assumption: employee only about $340,783 at 4% or $227,189 at 6%; with 50% employer match about $227,189 at 4% or $151,459 at 6%; with 100% employer match about $170,392 at 4% or $113,594 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$916,122$40,894$13,631iApproximate average salary by contribution assumption: employee only about $340,783 at 4% or $227,189 at 6%; with 50% employer match about $227,189 at 4% or $151,459 at 6%; with 100% employer match about $170,392 at 4% or $113,594 at 6%.
201013$859,589$46,712$15,571iApproximate average salary by contribution assumption: employee only about $389,267 at 4% or $259,511 at 6%; with 50% employer match about $259,511 at 4% or $173,007 at 6%; with 100% employer match about $194,633 at 4% or $129,756 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$859,589$46,712$15,571iApproximate average salary by contribution assumption: employee only about $389,267 at 4% or $259,511 at 6%; with 50% employer match about $259,511 at 4% or $173,007 at 6%; with 100% employer match about $194,633 at 4% or $129,756 at 6%.
200913$782,797$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$782,797$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200812$731,976$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-2$731,976$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200711$0$0-
Terry E. Burris, M.D. Employees Profit Sharing Plan-1---
200611$713,579$2,450$2,450iApproximate average salary by contribution assumption: employee only about $61,250 at 4% or $40,833 at 6%; with 50% employer match about $40,833 at 4% or $27,222 at 6%; with 100% employer match about $30,625 at 4% or $20,417 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-1$713,579$2,450$2,450iApproximate average salary by contribution assumption: employee only about $61,250 at 4% or $40,833 at 6%; with 50% employer match about $40,833 at 4% or $27,222 at 6%; with 100% employer match about $30,625 at 4% or $20,417 at 6%.
200512$658,118$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-2$658,118$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200412$649,308$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-2$649,308$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
200313$583,840$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$583,840$16,000$5,333iApproximate average salary by contribution assumption: employee only about $133,333 at 4% or $88,889 at 6%; with 50% employer match about $88,889 at 4% or $59,259 at 6%; with 100% employer match about $66,667 at 4% or $44,444 at 6%.
200213$495,632$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-3$495,632$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200113$0$0-
Terry E. Burris, M.D. Employees Profit Sharing Plan-3---
200013$0$0-
Terry E. Burris, M.D. Employees Profit Sharing Plan-3---
199916$512,276$16,929$2,822iApproximate average salary by contribution assumption: employee only about $70,538 at 4% or $47,025 at 6%; with 50% employer match about $47,025 at 4% or $31,350 at 6%; with 100% employer match about $35,269 at 4% or $23,513 at 6%.
Terry E. Burris, M.D. Employees Profit Sharing Plan-6$512,276$16,929$2,822iApproximate average salary by contribution assumption: employee only about $70,538 at 4% or $47,025 at 6%; with 50% employer match about $47,025 at 4% or $31,350 at 6%; with 100% employer match about $35,269 at 4% or $23,513 at 6%.