The Burstein Company
Plan context: THE BURSTEIN COMPANY CASH BALANCE PLAN
EIN 95-4504432 • Santa Monica, CA • 38 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$5,106,151
2024 Contributions
$443,347
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $5,106,151 | $443,347 | $147,782iApproximate average salary by contribution assumption: employee only about $3,694,558 at 4% or $2,463,039 at 6%; with 50% employer match about $2,463,039 at 4% or $1,642,026 at 6%; with 100% employer match about $1,847,279 at 4% or $1,231,519 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $3,093,275 | $298,961 | $99,654iApproximate average salary by contribution assumption: employee only about $2,491,342 at 4% or $1,660,894 at 6%; with 50% employer match about $1,660,894 at 4% or $1,107,263 at 6%; with 100% employer match about $1,245,671 at 4% or $830,447 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $2,012,876 | $144,386 | $48,129iApproximate average salary by contribution assumption: employee only about $1,203,217 at 4% or $802,144 at 6%; with 50% employer match about $802,144 at 4% or $534,763 at 6%; with 100% employer match about $601,608 at 4% or $401,072 at 6%. |
| 2023 | 2 | 3 | $4,394,132 | $511,645 | $170,548iApproximate average salary by contribution assumption: employee only about $4,263,708 at 4% or $2,842,472 at 6%; with 50% employer match about $2,842,472 at 4% or $1,894,981 at 6%; with 100% employer match about $2,131,854 at 4% or $1,421,236 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $2,643,134 | $375,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $1,750,998 | $136,645 | $45,548iApproximate average salary by contribution assumption: employee only about $1,138,708 at 4% or $759,139 at 6%; with 50% employer match about $759,139 at 4% or $506,093 at 6%; with 100% employer match about $569,354 at 4% or $379,569 at 6%. |
| 2022 | 2 | 3 | $3,563,864 | $441,115 | $147,038iApproximate average salary by contribution assumption: employee only about $3,675,958 at 4% or $2,450,639 at 6%; with 50% employer match about $2,450,639 at 4% or $1,633,759 at 6%; with 100% employer match about $1,837,979 at 4% or $1,225,319 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $2,096,965 | $314,320 | $104,773iApproximate average salary by contribution assumption: employee only about $2,619,333 at 4% or $1,746,222 at 6%; with 50% employer match about $1,746,222 at 4% or $1,164,148 at 6%; with 100% employer match about $1,309,667 at 4% or $873,111 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $1,466,899 | $126,795 | $42,265iApproximate average salary by contribution assumption: employee only about $1,056,625 at 4% or $704,417 at 6%; with 50% employer match about $704,417 at 4% or $469,611 at 6%; with 100% employer match about $528,313 at 4% or $352,208 at 6%. |
| 2021 | 2 | 3 | $3,563,466 | $395,310 | $131,770iApproximate average salary by contribution assumption: employee only about $3,294,250 at 4% or $2,196,167 at 6%; with 50% employer match about $2,196,167 at 4% or $1,464,111 at 6%; with 100% employer match about $1,647,125 at 4% or $1,098,083 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $2,036,142 | $275,321 | $91,774iApproximate average salary by contribution assumption: employee only about $2,294,342 at 4% or $1,529,561 at 6%; with 50% employer match about $1,529,561 at 4% or $1,019,707 at 6%; with 100% employer match about $1,147,171 at 4% or $764,781 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $1,527,324 | $119,989 | $39,996iApproximate average salary by contribution assumption: employee only about $999,908 at 4% or $666,606 at 6%; with 50% employer match about $666,606 at 4% or $444,404 at 6%; with 100% employer match about $499,954 at 4% or $333,303 at 6%. |
| 2020 | 2 | 3 | $3,180,811 | $201,467 | $67,156iApproximate average salary by contribution assumption: employee only about $1,678,892 at 4% or $1,119,261 at 6%; with 50% employer match about $1,119,261 at 4% or $746,174 at 6%; with 100% employer match about $839,446 at 4% or $559,631 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $1,747,532 | $82,000 | $27,333iApproximate average salary by contribution assumption: employee only about $683,333 at 4% or $455,556 at 6%; with 50% employer match about $455,556 at 4% or $303,704 at 6%; with 100% employer match about $341,667 at 4% or $227,778 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $1,433,279 | $119,467 | $39,822iApproximate average salary by contribution assumption: employee only about $995,558 at 4% or $663,706 at 6%; with 50% employer match about $663,706 at 4% or $442,470 at 6%; with 100% employer match about $497,779 at 4% or $331,853 at 6%. |
| 2019 | 2 | 3 | $2,818,975 | $376,969 | $125,656iApproximate average salary by contribution assumption: employee only about $3,141,408 at 4% or $2,094,272 at 6%; with 50% employer match about $2,094,272 at 4% or $1,396,181 at 6%; with 100% employer match about $1,570,704 at 4% or $1,047,136 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $1,608,646 | $252,753 | $84,251iApproximate average salary by contribution assumption: employee only about $2,106,275 at 4% or $1,404,183 at 6%; with 50% employer match about $1,404,183 at 4% or $936,122 at 6%; with 100% employer match about $1,053,138 at 4% or $702,092 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $1,210,329 | $124,216 | $41,405iApproximate average salary by contribution assumption: employee only about $1,035,133 at 4% or $690,089 at 6%; with 50% employer match about $690,089 at 4% or $460,059 at 6%; with 100% employer match about $517,567 at 4% or $345,044 at 6%. |
| 2018 | 2 | 2 | $2,096,436 | $165,708 | $82,854iApproximate average salary by contribution assumption: employee only about $2,071,350 at 4% or $1,380,900 at 6%; with 50% employer match about $1,380,900 at 4% or $920,600 at 6%; with 100% employer match about $1,035,675 at 4% or $690,450 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 2 | $1,164,020 | $109,010 | $54,505iApproximate average salary by contribution assumption: employee only about $1,362,625 at 4% or $908,417 at 6%; with 50% employer match about $908,417 at 4% or $605,611 at 6%; with 100% employer match about $681,313 at 4% or $454,208 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 2 | $932,416 | $56,698 | $28,349iApproximate average salary by contribution assumption: employee only about $708,725 at 4% or $472,483 at 6%; with 50% employer match about $472,483 at 4% or $314,989 at 6%; with 100% employer match about $354,363 at 4% or $236,242 at 6%. |
| 2017 | 2 | 4 | $2,097,179 | $168,213 | $42,053iApproximate average salary by contribution assumption: employee only about $1,051,331 at 4% or $700,888 at 6%; with 50% employer match about $700,888 at 4% or $467,258 at 6%; with 100% employer match about $525,666 at 4% or $350,444 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 4 | $1,139,254 | $103,600 | $25,900iApproximate average salary by contribution assumption: employee only about $647,500 at 4% or $431,667 at 6%; with 50% employer match about $431,667 at 4% or $287,778 at 6%; with 100% employer match about $323,750 at 4% or $215,833 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $957,925 | $64,613 | $16,153iApproximate average salary by contribution assumption: employee only about $403,831 at 4% or $269,221 at 6%; with 50% employer match about $269,221 at 4% or $179,481 at 6%; with 100% employer match about $201,916 at 4% or $134,610 at 6%. |
| 2016 | 2 | 4 | $1,700,072 | $131,096 | $32,774iApproximate average salary by contribution assumption: employee only about $819,350 at 4% or $546,233 at 6%; with 50% employer match about $546,233 at 4% or $364,156 at 6%; with 100% employer match about $409,675 at 4% or $273,117 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 4 | $912,762 | $68,100 | $17,025iApproximate average salary by contribution assumption: employee only about $425,625 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $787,310 | $62,996 | $15,749iApproximate average salary by contribution assumption: employee only about $393,725 at 4% or $262,483 at 6%; with 50% employer match about $262,483 at 4% or $174,989 at 6%; with 100% employer match about $196,863 at 4% or $131,242 at 6%. |
| 2015 | 2 | 5 | $1,460,584 | $198,475 | $39,695iApproximate average salary by contribution assumption: employee only about $992,375 at 4% or $661,583 at 6%; with 50% employer match about $661,583 at 4% or $441,056 at 6%; with 100% employer match about $496,188 at 4% or $330,792 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 5 | $786,292 | $136,600 | $27,320iApproximate average salary by contribution assumption: employee only about $683,000 at 4% or $455,333 at 6%; with 50% employer match about $455,333 at 4% or $303,556 at 6%; with 100% employer match about $341,500 at 4% or $227,667 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 5 | $674,292 | $61,875 | $12,375iApproximate average salary by contribution assumption: employee only about $309,375 at 4% or $206,250 at 6%; with 50% employer match about $206,250 at 4% or $137,500 at 6%; with 100% employer match about $154,688 at 4% or $103,125 at 6%. |
| 2014 | 2 | 4 | $1,287,203 | $162,475 | $40,619iApproximate average salary by contribution assumption: employee only about $1,015,469 at 4% or $676,979 at 6%; with 50% employer match about $676,979 at 4% or $451,319 at 6%; with 100% employer match about $507,734 at 4% or $338,490 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 4 | $662,610 | $102,000 | $25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $624,593 | $60,475 | $15,119iApproximate average salary by contribution assumption: employee only about $377,969 at 4% or $251,979 at 6%; with 50% employer match about $251,979 at 4% or $167,986 at 6%; with 100% employer match about $188,984 at 4% or $125,990 at 6%. |
| 2013 | 2 | 4 | $1,083,955 | $139,700 | $34,925iApproximate average salary by contribution assumption: employee only about $873,125 at 4% or $582,083 at 6%; with 50% employer match about $582,083 at 4% or $388,056 at 6%; with 100% employer match about $436,563 at 4% or $291,042 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $543,668 | $56,700 | $14,175iApproximate average salary by contribution assumption: employee only about $354,375 at 4% or $236,250 at 6%; with 50% employer match about $236,250 at 4% or $157,500 at 6%; with 100% employer match about $177,188 at 4% or $118,125 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 4 | $540,287 | $83,000 | $20,750iApproximate average salary by contribution assumption: employee only about $518,750 at 4% or $345,833 at 6%; with 50% employer match about $345,833 at 4% or $230,556 at 6%; with 100% employer match about $259,375 at 4% or $172,917 at 6%. |
| 2012 | 2 | 3 | $875,553 | $163,034 | $54,345iApproximate average salary by contribution assumption: employee only about $1,358,617 at 4% or $905,744 at 6%; with 50% employer match about $905,744 at 4% or $603,830 at 6%; with 100% employer match about $679,308 at 4% or $452,872 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $451,635 | $52,095 | $17,365iApproximate average salary by contribution assumption: employee only about $434,125 at 4% or $289,417 at 6%; with 50% employer match about $289,417 at 4% or $192,944 at 6%; with 100% employer match about $217,063 at 4% or $144,708 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $423,918 | $110,939 | $36,980iApproximate average salary by contribution assumption: employee only about $924,492 at 4% or $616,328 at 6%; with 50% employer match about $616,328 at 4% or $410,885 at 6%; with 100% employer match about $462,246 at 4% or $308,164 at 6%. |
| 2011 | 2 | 4 | $765,157 | $147,588 | $36,897iApproximate average salary by contribution assumption: employee only about $922,425 at 4% or $614,950 at 6%; with 50% employer match about $614,950 at 4% or $409,967 at 6%; with 100% employer match about $461,213 at 4% or $307,475 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $445,498 | $53,558 | $13,390iApproximate average salary by contribution assumption: employee only about $334,738 at 4% or $223,158 at 6%; with 50% employer match about $223,158 at 4% or $148,772 at 6%; with 100% employer match about $167,369 at 4% or $111,579 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 3 | $319,659 | $94,030 | $31,343iApproximate average salary by contribution assumption: employee only about $783,583 at 4% or $522,389 at 6%; with 50% employer match about $522,389 at 4% or $348,259 at 6%; with 100% employer match about $391,792 at 4% or $261,194 at 6%. |
| 2010 | 2 | 4 | $602,621 | $168,874 | $42,219iApproximate average salary by contribution assumption: employee only about $1,055,463 at 4% or $703,642 at 6%; with 50% employer match about $703,642 at 4% or $469,094 at 6%; with 100% employer match about $527,731 at 4% or $351,821 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $380,076 | $60,121 | $15,030iApproximate average salary by contribution assumption: employee only about $375,756 at 4% or $250,504 at 6%; with 50% employer match about $250,504 at 4% or $167,003 at 6%; with 100% employer match about $187,878 at 4% or $125,252 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 4 | $222,545 | $108,753 | $27,188iApproximate average salary by contribution assumption: employee only about $679,706 at 4% or $453,138 at 6%; with 50% employer match about $453,138 at 4% or $302,092 at 6%; with 100% employer match about $339,853 at 4% or $226,569 at 6%. |
| 2009 | 2 | 4 | $401,759 | $166,019 | $41,505iApproximate average salary by contribution assumption: employee only about $1,037,619 at 4% or $691,746 at 6%; with 50% employer match about $691,746 at 4% or $461,164 at 6%; with 100% employer match about $518,809 at 4% or $345,873 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $296,359 | $60,619 | $15,155iApproximate average salary by contribution assumption: employee only about $378,869 at 4% or $252,579 at 6%; with 50% employer match about $252,579 at 4% or $168,386 at 6%; with 100% employer match about $189,434 at 4% or $126,290 at 6%. |
| THE BURSTEIN COMPANY CASH BALANCE PLAN | - | 4 | $105,400 | $105,400 | $26,350iApproximate average salary by contribution assumption: employee only about $658,750 at 4% or $439,167 at 6%; with 50% employer match about $439,167 at 4% or $292,778 at 6%; with 100% employer match about $329,375 at 4% or $219,583 at 6%. |
| 2008 | 1 | 4 | $213,632 | $52,181 | $13,045iApproximate average salary by contribution assumption: employee only about $326,131 at 4% or $217,421 at 6%; with 50% employer match about $217,421 at 4% or $144,947 at 6%; with 100% employer match about $163,066 at 4% or $108,710 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $213,632 | $52,181 | $13,045iApproximate average salary by contribution assumption: employee only about $326,131 at 4% or $217,421 at 6%; with 50% employer match about $217,421 at 4% or $144,947 at 6%; with 100% employer match about $163,066 at 4% or $108,710 at 6%. |
| 2007 | 1 | 4 | $242,362 | $50,656 | $12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $242,362 | $50,656 | $12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%. |
| 2006 | 1 | 4 | $183,455 | $49,113 | $12,278iApproximate average salary by contribution assumption: employee only about $306,956 at 4% or $204,638 at 6%; with 50% employer match about $204,638 at 4% or $136,425 at 6%; with 100% employer match about $153,478 at 4% or $102,319 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $183,455 | $49,113 | $12,278iApproximate average salary by contribution assumption: employee only about $306,956 at 4% or $204,638 at 6%; with 50% employer match about $204,638 at 4% or $136,425 at 6%; with 100% employer match about $153,478 at 4% or $102,319 at 6%. |
| 2005 | 1 | 3 | $141,685 | $45,872 | $15,291iApproximate average salary by contribution assumption: employee only about $382,267 at 4% or $254,844 at 6%; with 50% employer match about $254,844 at 4% or $169,896 at 6%; with 100% employer match about $191,133 at 4% or $127,422 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $141,685 | $45,872 | $15,291iApproximate average salary by contribution assumption: employee only about $382,267 at 4% or $254,844 at 6%; with 50% employer match about $254,844 at 4% or $169,896 at 6%; with 100% employer match about $191,133 at 4% or $127,422 at 6%. |
| 2004 | 1 | 3 | $90,220 | $45,078 | $15,026iApproximate average salary by contribution assumption: employee only about $375,650 at 4% or $250,433 at 6%; with 50% employer match about $250,433 at 4% or $166,956 at 6%; with 100% employer match about $187,825 at 4% or $125,217 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 3 | $90,220 | $45,078 | $15,026iApproximate average salary by contribution assumption: employee only about $375,650 at 4% or $250,433 at 6%; with 50% employer match about $250,433 at 4% or $166,956 at 6%; with 100% employer match about $187,825 at 4% or $125,217 at 6%. |
| 2003 | 1 | 4 | $42,958 | $42,958 | $10,740iApproximate average salary by contribution assumption: employee only about $268,488 at 4% or $178,992 at 6%; with 50% employer match about $178,992 at 4% or $119,328 at 6%; with 100% employer match about $134,244 at 4% or $89,496 at 6%. |
| The Burstein Company Profit Sharing Plan | - | 4 | $42,958 | $42,958 | $10,740iApproximate average salary by contribution assumption: employee only about $268,488 at 4% or $178,992 at 6%; with 50% employer match about $178,992 at 4% or $119,328 at 6%; with 100% employer match about $134,244 at 4% or $89,496 at 6%. |