Civic Intelligence

Glenn, Burdette, Phillips & Bryson

Plan context: Glenn Burdette Inc. Employee Stock Ownership Plan

EIN 95-2772601 • San Luis Obispo, CA • 52 filings • 10 plans

1150 Palm StSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$11,037,887

2024 Contributions

$17,655

Historical Graphs

Total Assets Over Time

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

$17,659,746$8,829,873$0199920152024YearValue
$11,037,887Latest year 2024

Participants Over Time

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

81410199920122024YearValue
74Latest 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
2024274$11,037,887$17,655$239iApproximate average salary by contribution assumption: employee only about $5,965 at 4% or $3,976 at 6%; with 50% employer match about $3,976 at 4% or $2,651 at 6%; with 100% employer match about $2,982 at 4% or $1,988 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-74$11,037,887$17,655$239iApproximate average salary by contribution assumption: employee only about $5,965 at 4% or $3,976 at 6%; with 50% employer match about $3,976 at 4% or $2,651 at 6%; with 100% employer match about $2,982 at 4% or $1,988 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-0$0--
2023278$16,203,709$587,572$7,533iApproximate average salary by contribution assumption: employee only about $188,324 at 4% or $125,550 at 6%; with 50% employer match about $125,550 at 4% or $83,700 at 6%; with 100% employer match about $94,162 at 4% or $62,775 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-78$10,178,213$250,000$3,205iApproximate average salary by contribution assumption: employee only about $80,128 at 4% or $53,419 at 6%; with 50% employer match about $53,419 at 4% or $35,613 at 6%; with 100% employer match about $40,064 at 4% or $26,709 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-56$6,025,496$337,572$6,028iApproximate average salary by contribution assumption: employee only about $150,702 at 4% or $100,468 at 6%; with 50% employer match about $100,468 at 4% or $66,979 at 6%; with 100% employer match about $75,351 at 4% or $50,234 at 6%.
2022274$17,633,153$1,257,913$16,999iApproximate average salary by contribution assumption: employee only about $424,971 at 4% or $283,314 at 6%; with 50% employer match about $283,314 at 4% or $188,876 at 6%; with 100% employer match about $212,485 at 4% or $141,657 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-74$12,597,194$880,000$11,892iApproximate average salary by contribution assumption: employee only about $297,297 at 4% or $198,198 at 6%; with 50% employer match about $198,198 at 4% or $132,132 at 6%; with 100% employer match about $148,649 at 4% or $99,099 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-54$5,035,959$377,913$6,998iApproximate average salary by contribution assumption: employee only about $174,960 at 4% or $116,640 at 6%; with 50% employer match about $116,640 at 4% or $77,760 at 6%; with 100% employer match about $87,480 at 4% or $58,320 at 6%.
2021268$16,961,904$964,724$14,187iApproximate average salary by contribution assumption: employee only about $354,678 at 4% or $236,452 at 6%; with 50% employer match about $236,452 at 4% or $157,635 at 6%; with 100% employer match about $177,339 at 4% or $118,226 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-68$11,411,470$680,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-51$5,550,434$284,724$5,583iApproximate average salary by contribution assumption: employee only about $139,571 at 4% or $93,047 at 6%; with 50% employer match about $93,047 at 4% or $62,031 at 6%; with 100% employer match about $69,785 at 4% or $46,524 at 6%.
2020272$17,659,746$1,891,757$26,274iApproximate average salary by contribution assumption: employee only about $656,860 at 4% or $437,907 at 6%; with 50% employer match about $437,907 at 4% or $291,938 at 6%; with 100% employer match about $328,430 at 4% or $218,953 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-72$10,671,413$1,439,723$19,996iApproximate average salary by contribution assumption: employee only about $499,904 at 4% or $333,269 at 6%; with 50% employer match about $333,269 at 4% or $222,179 at 6%; with 100% employer match about $249,952 at 4% or $166,635 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-52$6,988,333$452,034$8,693iApproximate average salary by contribution assumption: employee only about $217,324 at 4% or $144,883 at 6%; with 50% employer match about $144,883 at 4% or $96,588 at 6%; with 100% employer match about $108,662 at 4% or $72,441 at 6%.
2019277$16,022,136$1,194,200$15,509iApproximate average salary by contribution assumption: employee only about $387,727 at 4% or $258,485 at 6%; with 50% employer match about $258,485 at 4% or $172,323 at 6%; with 100% employer match about $193,864 at 4% or $129,242 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-77$10,902,940$900,000$11,688iApproximate average salary by contribution assumption: employee only about $292,208 at 4% or $194,805 at 6%; with 50% employer match about $194,805 at 4% or $129,870 at 6%; with 100% employer match about $146,104 at 4% or $97,403 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-49$5,119,196$294,200$6,004iApproximate average salary by contribution assumption: employee only about $150,102 at 4% or $100,068 at 6%; with 50% employer match about $100,068 at 4% or $66,712 at 6%; with 100% employer match about $75,051 at 4% or $50,034 at 6%.
2018277$13,622,521$1,204,845$15,647iApproximate average salary by contribution assumption: employee only about $391,183 at 4% or $260,789 at 6%; with 50% employer match about $260,789 at 4% or $173,859 at 6%; with 100% employer match about $195,592 at 4% or $130,394 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-77$8,961,089$900,000$11,688iApproximate average salary by contribution assumption: employee only about $292,208 at 4% or $194,805 at 6%; with 50% employer match about $194,805 at 4% or $129,870 at 6%; with 100% employer match about $146,104 at 4% or $97,403 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-45$4,661,432$304,845$6,774iApproximate average salary by contribution assumption: employee only about $169,358 at 4% or $112,906 at 6%; with 50% employer match about $112,906 at 4% or $75,270 at 6%; with 100% employer match about $84,679 at 4% or $56,453 at 6%.
2017281$12,926,666$971,767$11,997iApproximate average salary by contribution assumption: employee only about $299,928 at 4% or $199,952 at 6%; with 50% employer match about $199,952 at 4% or $133,301 at 6%; with 100% employer match about $149,964 at 4% or $99,976 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-81$8,245,229$720,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-56$4,681,437$251,767$4,496iApproximate average salary by contribution assumption: employee only about $112,396 at 4% or $74,931 at 6%; with 50% employer match about $74,931 at 4% or $49,954 at 6%; with 100% employer match about $56,198 at 4% or $37,465 at 6%.
2016259$12,849,754$1,521,351$25,786iApproximate average salary by contribution assumption: employee only about $644,640 at 4% or $429,760 at 6%; with 50% employer match about $429,760 at 4% or $286,507 at 6%; with 100% employer match about $322,320 at 4% or $214,880 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-59$8,254,673$720,000$12,203iApproximate average salary by contribution assumption: employee only about $305,085 at 4% or $203,390 at 6%; with 50% employer match about $203,390 at 4% or $135,593 at 6%; with 100% employer match about $152,542 at 4% or $101,695 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-53$4,595,081$801,351$15,120iApproximate average salary by contribution assumption: employee only about $377,996 at 4% or $251,997 at 6%; with 50% employer match about $251,997 at 4% or $167,998 at 6%; with 100% employer match about $188,998 at 4% or $125,999 at 6%.
2015260$13,160,781$886,211$14,770iApproximate average salary by contribution assumption: employee only about $369,255 at 4% or $246,170 at 6%; with 50% employer match about $246,170 at 4% or $164,113 at 6%; with 100% employer match about $184,627 at 4% or $123,085 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-60$8,923,819$700,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-54$4,236,962$186,211$3,448iApproximate average salary by contribution assumption: employee only about $86,209 at 4% or $57,473 at 6%; with 50% employer match about $57,473 at 4% or $38,315 at 6%; with 100% employer match about $43,104 at 4% or $28,736 at 6%.
2014260$12,783,943$838,802$13,980iApproximate average salary by contribution assumption: employee only about $349,501 at 4% or $233,001 at 6%; with 50% employer match about $233,001 at 4% or $155,334 at 6%; with 100% employer match about $174,750 at 4% or $116,500 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-60$8,402,312$600,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-54$4,381,631$238,802$4,422iApproximate average salary by contribution assumption: employee only about $110,556 at 4% or $73,704 at 6%; with 50% employer match about $73,704 at 4% or $49,136 at 6%; with 100% employer match about $55,278 at 4% or $36,852 at 6%.
2013250$11,654,060$725,234$14,505iApproximate average salary by contribution assumption: employee only about $362,617 at 4% or $241,745 at 6%; with 50% employer match about $241,745 at 4% or $161,163 at 6%; with 100% employer match about $181,309 at 4% or $120,872 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-50$7,764,461$600,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-45$3,889,599$125,234$2,783iApproximate average salary by contribution assumption: employee only about $69,574 at 4% or $46,383 at 6%; with 50% employer match about $46,383 at 4% or $30,922 at 6%; with 100% employer match about $34,787 at 4% or $23,191 at 6%.
2012251$10,334,337$461,730$9,054iApproximate average salary by contribution assumption: employee only about $226,338 at 4% or $150,892 at 6%; with 50% employer match about $150,892 at 4% or $100,595 at 6%; with 100% employer match about $113,169 at 4% or $75,446 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-51$7,016,784$300,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-46$3,317,553$161,730$3,516iApproximate average salary by contribution assumption: employee only about $87,897 at 4% or $58,598 at 6%; with 50% employer match about $58,598 at 4% or $39,065 at 6%; with 100% employer match about $43,948 at 4% or $29,299 at 6%.
2011248$10,382,793$442,507$9,219iApproximate average salary by contribution assumption: employee only about $230,472 at 4% or $153,648 at 6%; with 50% employer match about $153,648 at 4% or $102,432 at 6%; with 100% employer match about $115,236 at 4% or $76,824 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-48$6,153,327$300,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-47$4,229,466$142,507$3,032iApproximate average salary by contribution assumption: employee only about $75,802 at 4% or $50,534 at 6%; with 50% employer match about $50,534 at 4% or $33,690 at 6%; with 100% employer match about $37,901 at 4% or $25,267 at 6%.
2010251$11,025,009$262,728$5,152iApproximate average salary by contribution assumption: employee only about $128,788 at 4% or $85,859 at 6%; with 50% employer match about $85,859 at 4% or $57,239 at 6%; with 100% employer match about $64,394 at 4% or $42,929 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-47$6,358,738$100,000$2,128iApproximate average salary by contribution assumption: employee only about $53,191 at 4% or $35,461 at 6%; with 50% employer match about $35,461 at 4% or $23,641 at 6%; with 100% employer match about $26,596 at 4% or $17,730 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-51$4,666,271$162,728$3,191iApproximate average salary by contribution assumption: employee only about $79,769 at 4% or $53,179 at 6%; with 50% employer match about $53,179 at 4% or $35,453 at 6%; with 100% employer match about $39,884 at 4% or $26,590 at 6%.
2009255$10,975,242$892,979$16,236iApproximate average salary by contribution assumption: employee only about $405,900 at 4% or $270,600 at 6%; with 50% employer match about $270,600 at 4% or $180,400 at 6%; with 100% employer match about $202,950 at 4% or $135,300 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-46$7,013,874$619,991$13,478iApproximate average salary by contribution assumption: employee only about $336,952 at 4% or $224,634 at 6%; with 50% employer match about $224,634 at 4% or $149,756 at 6%; with 100% employer match about $168,476 at 4% or $112,317 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-55$3,961,368$272,988$4,963iApproximate average salary by contribution assumption: employee only about $124,085 at 4% or $82,724 at 6%; with 50% employer match about $82,724 at 4% or $55,149 at 6%; with 100% employer match about $62,043 at 4% or $41,362 at 6%.
2008252$0$0-
Glenn Burdette Inc. Employee Stock Ownership Plan-52---
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-51---
2007256$0$0-
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-56---
Glenn Burdette Inc. Employee Stock Ownership Plan-53---
2006250$0$0-
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-50---
Glenn Burdette Inc. Employee Stock Ownership Plan-50---
2005251$9,587,149$839,186$16,455iApproximate average salary by contribution assumption: employee only about $411,366 at 4% or $274,244 at 6%; with 50% employer match about $274,244 at 4% or $182,829 at 6%; with 100% employer match about $205,683 at 4% or $137,122 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-51$5,673,433$700,900$13,743iApproximate average salary by contribution assumption: employee only about $343,578 at 4% or $229,052 at 6%; with 50% employer match about $229,052 at 4% or $152,702 at 6%; with 100% employer match about $171,789 at 4% or $114,526 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-51$3,913,716$138,286$2,711iApproximate average salary by contribution assumption: employee only about $67,787 at 4% or $45,192 at 6%; with 50% employer match about $45,192 at 4% or $30,128 at 6%; with 100% employer match about $33,894 at 4% or $22,596 at 6%.
2004257$9,332,100$839,021$14,720iApproximate average salary by contribution assumption: employee only about $367,992 at 4% or $245,328 at 6%; with 50% employer match about $245,328 at 4% or $163,552 at 6%; with 100% employer match about $183,996 at 4% or $122,664 at 6%.
Glenn Burdette Inc. Employee Stock Ownership Plan-57$5,849,965$700,000$12,281iApproximate average salary by contribution assumption: employee only about $307,018 at 4% or $204,678 at 6%; with 50% employer match about $204,678 at 4% or $136,452 at 6%; with 100% employer match about $153,509 at 4% or $102,339 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-57$3,482,135$139,021$2,439iApproximate average salary by contribution assumption: employee only about $60,974 at 4% or $40,649 at 6%; with 50% employer match about $40,649 at 4% or $27,100 at 6%; with 100% employer match about $30,487 at 4% or $20,325 at 6%.
2003252$0$0-
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-45---
Glenn Burdette Inc. Employee Stock Ownership Plan-52---
2002354$0$0-
Glenn Burdette Inc. Employee Stock Ownership Plan-54---
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-51---
GLENN, BURDETTE, PHILLIPS & BRYSON FLEXIBLE BENEFIT PLAN-0---
2001262$0$0-
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-53---
Glenn Burdette Inc. Employee Stock Ownership Plan-62---
2000258$0$0-
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-46---
Glenn Burdette Inc. Employee Stock Ownership Plan-58---
1999140$4,027,757$287,235$7,181iApproximate average salary by contribution assumption: employee only about $179,522 at 4% or $119,681 at 6%; with 50% employer match about $119,681 at 4% or $79,788 at 6%; with 100% employer match about $89,761 at 4% or $59,841 at 6%.
Glenn, Burdette, Phillips & Bryson 401K Profit Sharing Plan-40$4,027,757$287,235$7,181iApproximate average salary by contribution assumption: employee only about $179,522 at 4% or $119,681 at 6%; with 50% employer match about $119,681 at 4% or $79,788 at 6%; with 100% employer match about $89,761 at 4% or $59,841 at 6%.