Civic Intelligence

The Burtson Corporation

Plan context: The Burtson Corporation Defined Benefit Pension Plan

EIN 95-3613432 • Newport Beach, CA • 14 filings • 2 plans

P.O. Box 2847Newport Beach, CA 92659-1047
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$262,908

2015 Contributions

$135,500

Historical Graphs

Total Assets Over Time

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

$1,011,784$505,892$0200220102014YearValue
$262,908Latest year 2014

Participants Over Time

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

210200220082014YearValue
2Latest year 2014

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
201510$0$0-
The Burtson Corporation Defined Benefit Pension Plan-0---
201412$262,908$0-
The Burtson Corporation Defined Benefit Pension Plan-2$262,908--
201312$333,937$135,500$67,750iApproximate average salary by contribution assumption: employee only about $1,693,750 at 4% or $1,129,167 at 6%; with 50% employer match about $1,129,167 at 4% or $752,778 at 6%; with 100% employer match about $846,875 at 4% or $564,583 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$333,937$135,500$67,750iApproximate average salary by contribution assumption: employee only about $1,693,750 at 4% or $1,129,167 at 6%; with 50% employer match about $1,129,167 at 4% or $752,778 at 6%; with 100% employer match about $846,875 at 4% or $564,583 at 6%.
201212$285,659$0-
The Burtson Corporation Defined Benefit Pension Plan-2$285,659--
201112$942,565$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$942,565$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
201012$946,656$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$946,656$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200912$1,011,784$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$1,011,784$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200812$0$0-
The Burtson Corporation Defined Benefit Pension Plan-2---
200712$0$0-
The Burtson Corporation Defined Benefit Pension Plan-2---
200612$947,736$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$947,736$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200512$817,134$116,669$58,335iApproximate average salary by contribution assumption: employee only about $1,458,363 at 4% or $972,242 at 6%; with 50% employer match about $972,242 at 4% or $648,161 at 6%; with 100% employer match about $729,181 at 4% or $486,121 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$817,134$116,669$58,335iApproximate average salary by contribution assumption: employee only about $1,458,363 at 4% or $972,242 at 6%; with 50% employer match about $972,242 at 4% or $648,161 at 6%; with 100% employer match about $729,181 at 4% or $486,121 at 6%.
200412$682,342$112,495$56,248iApproximate average salary by contribution assumption: employee only about $1,406,188 at 4% or $937,458 at 6%; with 50% employer match about $937,458 at 4% or $624,972 at 6%; with 100% employer match about $703,094 at 4% or $468,729 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$682,342$112,495$56,248iApproximate average salary by contribution assumption: employee only about $1,406,188 at 4% or $937,458 at 6%; with 50% employer match about $937,458 at 4% or $624,972 at 6%; with 100% employer match about $703,094 at 4% or $468,729 at 6%.
200312$0$0-
The Burtson Corporation Defined Benefit Pension Plan-2---
200212$516,684$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
The Burtson Corporation Defined Benefit Pension Plan-2$516,684$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.