Civic Intelligence

Burke Real Estate Group Inc.

Plan context: Burke Real Estate Group Inc. 401(K) Plan & Trust

EIN 95-3850532 • Costa Mesa, CA • 23 filings • 5 plans

260 E Baker St Ste 100Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,623,552

2024 Contributions

$230,938

Historical Graphs

Total Assets Over Time

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

$3,623,552$1,811,776$0199920142024YearValue
$3,623,552Latest year 2024

Participants Over Time

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

21110199920132024YearValue
16Latest 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
2024116$3,623,552$230,938$14,434iApproximate average salary by contribution assumption: employee only about $360,841 at 4% or $240,560 at 6%; with 50% employer match about $240,560 at 4% or $160,374 at 6%; with 100% employer match about $180,420 at 4% or $120,280 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-16$3,623,552$230,938$14,434iApproximate average salary by contribution assumption: employee only about $360,841 at 4% or $240,560 at 6%; with 50% employer match about $240,560 at 4% or $160,374 at 6%; with 100% employer match about $180,420 at 4% or $120,280 at 6%.
2023117$3,322,193$244,101$14,359iApproximate average salary by contribution assumption: employee only about $358,972 at 4% or $239,315 at 6%; with 50% employer match about $239,315 at 4% or $159,543 at 6%; with 100% employer match about $179,486 at 4% or $119,657 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-17$3,322,193$244,101$14,359iApproximate average salary by contribution assumption: employee only about $358,972 at 4% or $239,315 at 6%; with 50% employer match about $239,315 at 4% or $159,543 at 6%; with 100% employer match about $179,486 at 4% or $119,657 at 6%.
2022115$2,751,910$189,207$12,614iApproximate average salary by contribution assumption: employee only about $315,345 at 4% or $210,230 at 6%; with 50% employer match about $210,230 at 4% or $140,153 at 6%; with 100% employer match about $157,673 at 4% or $105,115 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-15$2,751,910$189,207$12,614iApproximate average salary by contribution assumption: employee only about $315,345 at 4% or $210,230 at 6%; with 50% employer match about $210,230 at 4% or $140,153 at 6%; with 100% employer match about $157,673 at 4% or $105,115 at 6%.
2021115$3,112,639$174,590$11,639iApproximate average salary by contribution assumption: employee only about $290,983 at 4% or $193,989 at 6%; with 50% employer match about $193,989 at 4% or $129,326 at 6%; with 100% employer match about $145,492 at 4% or $96,994 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-15$3,112,639$174,590$11,639iApproximate average salary by contribution assumption: employee only about $290,983 at 4% or $193,989 at 6%; with 50% employer match about $193,989 at 4% or $129,326 at 6%; with 100% employer match about $145,492 at 4% or $96,994 at 6%.
2020112$2,583,638$139,261$11,605iApproximate average salary by contribution assumption: employee only about $290,127 at 4% or $193,418 at 6%; with 50% employer match about $193,418 at 4% or $128,945 at 6%; with 100% employer match about $145,064 at 4% or $96,709 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-12$2,583,638$139,261$11,605iApproximate average salary by contribution assumption: employee only about $290,127 at 4% or $193,418 at 6%; with 50% employer match about $193,418 at 4% or $128,945 at 6%; with 100% employer match about $145,064 at 4% or $96,709 at 6%.
2019113$2,431,664$115,155$8,858iApproximate average salary by contribution assumption: employee only about $221,452 at 4% or $147,635 at 6%; with 50% employer match about $147,635 at 4% or $98,423 at 6%; with 100% employer match about $110,726 at 4% or $73,817 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-13$2,431,664$115,155$8,858iApproximate average salary by contribution assumption: employee only about $221,452 at 4% or $147,635 at 6%; with 50% employer match about $147,635 at 4% or $98,423 at 6%; with 100% employer match about $110,726 at 4% or $73,817 at 6%.
2018115$1,946,580$93,141$6,209iApproximate average salary by contribution assumption: employee only about $155,235 at 4% or $103,490 at 6%; with 50% employer match about $103,490 at 4% or $68,993 at 6%; with 100% employer match about $77,618 at 4% or $51,745 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-15$1,946,580$93,141$6,209iApproximate average salary by contribution assumption: employee only about $155,235 at 4% or $103,490 at 6%; with 50% employer match about $103,490 at 4% or $68,993 at 6%; with 100% employer match about $77,618 at 4% or $51,745 at 6%.
2017113$2,040,440$74,034$5,695iApproximate average salary by contribution assumption: employee only about $142,373 at 4% or $94,915 at 6%; with 50% employer match about $94,915 at 4% or $63,277 at 6%; with 100% employer match about $71,187 at 4% or $47,458 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-13$2,040,440$74,034$5,695iApproximate average salary by contribution assumption: employee only about $142,373 at 4% or $94,915 at 6%; with 50% employer match about $94,915 at 4% or $63,277 at 6%; with 100% employer match about $71,187 at 4% or $47,458 at 6%.
2016112$1,642,417$91,567$7,631iApproximate average salary by contribution assumption: employee only about $190,765 at 4% or $127,176 at 6%; with 50% employer match about $127,176 at 4% or $84,784 at 6%; with 100% employer match about $95,382 at 4% or $63,588 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-12$1,642,417$91,567$7,631iApproximate average salary by contribution assumption: employee only about $190,765 at 4% or $127,176 at 6%; with 50% employer match about $127,176 at 4% or $84,784 at 6%; with 100% employer match about $95,382 at 4% or $63,588 at 6%.
2015111$1,400,358$96,122$8,738iApproximate average salary by contribution assumption: employee only about $218,459 at 4% or $145,639 at 6%; with 50% employer match about $145,639 at 4% or $97,093 at 6%; with 100% employer match about $109,230 at 4% or $72,820 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-11$1,400,358$96,122$8,738iApproximate average salary by contribution assumption: employee only about $218,459 at 4% or $145,639 at 6%; with 50% employer match about $145,639 at 4% or $97,093 at 6%; with 100% employer match about $109,230 at 4% or $72,820 at 6%.
2014110$1,350,407$72,347$7,235iApproximate average salary by contribution assumption: employee only about $180,868 at 4% or $120,578 at 6%; with 50% employer match about $120,578 at 4% or $80,386 at 6%; with 100% employer match about $90,434 at 4% or $60,289 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-10$1,350,407$72,347$7,235iApproximate average salary by contribution assumption: employee only about $180,868 at 4% or $120,578 at 6%; with 50% employer match about $120,578 at 4% or $80,386 at 6%; with 100% employer match about $90,434 at 4% or $60,289 at 6%.
2013110$1,232,520$70,954$7,095iApproximate average salary by contribution assumption: employee only about $177,385 at 4% or $118,257 at 6%; with 50% employer match about $118,257 at 4% or $78,838 at 6%; with 100% employer match about $88,693 at 4% or $59,128 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-10$1,232,520$70,954$7,095iApproximate average salary by contribution assumption: employee only about $177,385 at 4% or $118,257 at 6%; with 50% employer match about $118,257 at 4% or $78,838 at 6%; with 100% employer match about $88,693 at 4% or $59,128 at 6%.
2012111$969,122$62,561$5,687iApproximate average salary by contribution assumption: employee only about $142,184 at 4% or $94,789 at 6%; with 50% employer match about $94,789 at 4% or $63,193 at 6%; with 100% employer match about $71,092 at 4% or $47,395 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-11$969,122$62,561$5,687iApproximate average salary by contribution assumption: employee only about $142,184 at 4% or $94,789 at 6%; with 50% employer match about $94,789 at 4% or $63,193 at 6%; with 100% employer match about $71,092 at 4% or $47,395 at 6%.
2011111$806,028$63,198$5,745iApproximate average salary by contribution assumption: employee only about $143,632 at 4% or $95,755 at 6%; with 50% employer match about $95,755 at 4% or $63,836 at 6%; with 100% employer match about $71,816 at 4% or $47,877 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-11$806,028$63,198$5,745iApproximate average salary by contribution assumption: employee only about $143,632 at 4% or $95,755 at 6%; with 50% employer match about $95,755 at 4% or $63,836 at 6%; with 100% employer match about $71,816 at 4% or $47,877 at 6%.
2010112$764,042$69,841$5,820iApproximate average salary by contribution assumption: employee only about $145,502 at 4% or $97,001 at 6%; with 50% employer match about $97,001 at 4% or $64,668 at 6%; with 100% employer match about $72,751 at 4% or $48,501 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-12$764,042$69,841$5,820iApproximate average salary by contribution assumption: employee only about $145,502 at 4% or $97,001 at 6%; with 50% employer match about $97,001 at 4% or $64,668 at 6%; with 100% employer match about $72,751 at 4% or $48,501 at 6%.
2009115$772,676$125,839$8,389iApproximate average salary by contribution assumption: employee only about $209,732 at 4% or $139,821 at 6%; with 50% employer match about $139,821 at 4% or $93,214 at 6%; with 100% employer match about $104,866 at 4% or $69,911 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-15$772,676$125,839$8,389iApproximate average salary by contribution assumption: employee only about $209,732 at 4% or $139,821 at 6%; with 50% employer match about $139,821 at 4% or $93,214 at 6%; with 100% employer match about $104,866 at 4% or $69,911 at 6%.
2008121$483,211$193,991$9,238iApproximate average salary by contribution assumption: employee only about $230,942 at 4% or $153,961 at 6%; with 50% employer match about $153,961 at 4% or $102,641 at 6%; with 100% employer match about $115,471 at 4% or $76,981 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-21$483,211$193,991$9,238iApproximate average salary by contribution assumption: employee only about $230,942 at 4% or $153,961 at 6%; with 50% employer match about $153,961 at 4% or $102,641 at 6%; with 100% employer match about $115,471 at 4% or $76,981 at 6%.
2007120$557,547$114,302$5,715iApproximate average salary by contribution assumption: employee only about $142,878 at 4% or $95,252 at 6%; with 50% employer match about $95,252 at 4% or $63,501 at 6%; with 100% employer match about $71,439 at 4% or $47,626 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-20$557,547$114,302$5,715iApproximate average salary by contribution assumption: employee only about $142,878 at 4% or $95,252 at 6%; with 50% employer match about $95,252 at 4% or $63,501 at 6%; with 100% employer match about $71,439 at 4% or $47,626 at 6%.
2006116$397,842$108,233$6,765iApproximate average salary by contribution assumption: employee only about $169,114 at 4% or $112,743 at 6%; with 50% employer match about $112,743 at 4% or $75,162 at 6%; with 100% employer match about $84,557 at 4% or $56,371 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-16$397,842$108,233$6,765iApproximate average salary by contribution assumption: employee only about $169,114 at 4% or $112,743 at 6%; with 50% employer match about $112,743 at 4% or $75,162 at 6%; with 100% employer match about $84,557 at 4% or $56,371 at 6%.
2004115$214,044$57,529$3,835iApproximate average salary by contribution assumption: employee only about $95,882 at 4% or $63,921 at 6%; with 50% employer match about $63,921 at 4% or $42,614 at 6%; with 100% employer match about $47,941 at 4% or $31,961 at 6%.
Burke Real Estate Group Inc. 401(K) Plan & Trust-15$214,044$57,529$3,835iApproximate average salary by contribution assumption: employee only about $95,882 at 4% or $63,921 at 6%; with 50% employer match about $63,921 at 4% or $42,614 at 6%; with 100% employer match about $47,941 at 4% or $31,961 at 6%.
2002114$0$0-
Burke Real Estate Group 401K/Profit Sharing Plan-14---
2001114$78,456$49,555$3,540iApproximate average salary by contribution assumption: employee only about $88,491 at 4% or $58,994 at 6%; with 50% employer match about $58,994 at 4% or $39,329 at 6%; with 100% employer match about $44,246 at 4% or $29,497 at 6%.
Burke Real Estate Group 401K/Profit Sharing Plan-14$78,456$49,555$3,540iApproximate average salary by contribution assumption: employee only about $88,491 at 4% or $58,994 at 6%; with 50% employer match about $58,994 at 4% or $39,329 at 6%; with 100% employer match about $44,246 at 4% or $29,497 at 6%.
199918$2,704$2,572$322iApproximate average salary by contribution assumption: employee only about $8,038 at 4% or $5,358 at 6%; with 50% employer match about $5,358 at 4% or $3,572 at 6%; with 100% employer match about $4,019 at 4% or $2,679 at 6%.
Burke Real Estate Group 401K/Profit Sharing Plan-8$2,704$2,572$322iApproximate average salary by contribution assumption: employee only about $8,038 at 4% or $5,358 at 6%; with 50% employer match about $5,358 at 4% or $3,572 at 6%; with 100% employer match about $4,019 at 4% or $2,679 at 6%.