Civic Intelligence

George N Burgess

Plan context: George N Helen F Burgess Retirement Plan Profit Sharing Plan

EIN 95-3092110 • 10 filings • 6 plans

Current Snapshot

Latest Year

2003

2003 Participants

2

2003 Assets

$215,481

2003 Contributions

$5,978

Historical Graphs

Total Assets Over Time

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

$394,892$197,446$0199920002002YearValue
$215,481Latest year 2002

Participants Over Time

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

210199920012002YearValue
2Latest year 2002

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
200320$0$0-
George N Helen F Burgess Retirement Plan Profit Sharing Plan-0---
Georgen & Helen F Burgess Retirement Keogh Plan-0---
200222$215,481$5,978$2,989iApproximate average salary by contribution assumption: employee only about $74,725 at 4% or $49,817 at 6%; with 50% employer match about $49,817 at 4% or $33,211 at 6%; with 100% employer match about $37,363 at 4% or $24,908 at 6%.
George N Helen F Burgess Retirement Plan Profit Sharing Plan-1$146,508--
Georgen & Helen F Burgess Retirement Keogh Plan-2$68,973$5,978$2,989iApproximate average salary by contribution assumption: employee only about $74,725 at 4% or $49,817 at 6%; with 50% employer match about $49,817 at 4% or $33,211 at 6%; with 100% employer match about $37,363 at 4% or $24,908 at 6%.
200122$0$0-
Georgen & Helen F Burgess Retirement Keogh Plan-2---
George N Helen F Burgess Retirement Plan Profit Sharing Plan-1---
200022$394,892$15,066$7,533iApproximate average salary by contribution assumption: employee only about $188,325 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 $94,163 at 4% or $62,775 at 6%.
George N Helen F Burgess Retirement Plan Profit Sharing Plan-1$272,605$10,026$10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%.
Georgen & Helen F Burgess Retirement Keogh Plan-2$122,287$5,040$2,520iApproximate average salary by contribution assumption: employee only about $63,000 at 4% or $42,000 at 6%; with 50% employer match about $42,000 at 4% or $28,000 at 6%; with 100% employer match about $31,500 at 4% or $21,000 at 6%.
199922$381,182$195,156$97,578iApproximate average salary by contribution assumption: employee only about $2,439,450 at 4% or $1,626,300 at 6%; with 50% employer match about $1,626,300 at 4% or $1,084,200 at 6%; with 100% employer match about $1,219,725 at 4% or $813,150 at 6%.
George N Helen F Burgess Retirement Plan Profit Sharing Plan-1$262,579$186,552$186,552iApproximate average salary by contribution assumption: employee only about $4,663,800 at 4% or $3,109,200 at 6%; with 50% employer match about $3,109,200 at 4% or $2,072,800 at 6%; with 100% employer match about $2,331,900 at 4% or $1,554,600 at 6%.
Georgen & Helen F Burgess Retirement Keogh Plan-2$118,603$8,604$4,302iApproximate average salary by contribution assumption: employee only about $107,550 at 4% or $71,700 at 6%; with 50% employer match about $71,700 at 4% or $47,800 at 6%; with 100% employer match about $53,775 at 4% or $35,850 at 6%.