Bergman & Associates Inc.
Plan context: Bergman & Associates Inc. 401K Profit Sharing Plan
EIN 04-3388641 • 9 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
6
2007 Assets
$249,771
2007 Contributions
$11,020
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $11,020 | - |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 0 | - | $11,020 | - |
| 2006 | 1 | 6 | $249,771 | $20,556 | $3,426iApproximate average salary by contribution assumption: employee only about $85,650 at 4% or $57,100 at 6%; with 50% employer match about $57,100 at 4% or $38,067 at 6%; with 100% employer match about $42,825 at 4% or $28,550 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 6 | $249,771 | $20,556 | $3,426iApproximate average salary by contribution assumption: employee only about $85,650 at 4% or $57,100 at 6%; with 50% employer match about $57,100 at 4% or $38,067 at 6%; with 100% employer match about $42,825 at 4% or $28,550 at 6%. |
| 2005 | 1 | 7 | $199,678 | $19,494 | $2,785iApproximate average salary by contribution assumption: employee only about $69,621 at 4% or $46,414 at 6%; with 50% employer match about $46,414 at 4% or $30,943 at 6%; with 100% employer match about $34,811 at 4% or $23,207 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 7 | $199,678 | $19,494 | $2,785iApproximate average salary by contribution assumption: employee only about $69,621 at 4% or $46,414 at 6%; with 50% employer match about $46,414 at 4% or $30,943 at 6%; with 100% employer match about $34,811 at 4% or $23,207 at 6%. |
| 2004 | 1 | 5 | $213,791 | $24,626 | $4,925iApproximate average salary by contribution assumption: employee only about $123,130 at 4% or $82,087 at 6%; with 50% employer match about $82,087 at 4% or $54,724 at 6%; with 100% employer match about $61,565 at 4% or $41,043 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 5 | $213,791 | $24,626 | $4,925iApproximate average salary by contribution assumption: employee only about $123,130 at 4% or $82,087 at 6%; with 50% employer match about $82,087 at 4% or $54,724 at 6%; with 100% employer match about $61,565 at 4% or $41,043 at 6%. |
| 2003 | 1 | 7 | $211,624 | $26,150 | $3,736iApproximate average salary by contribution assumption: employee only about $93,393 at 4% or $62,262 at 6%; with 50% employer match about $62,262 at 4% or $41,508 at 6%; with 100% employer match about $46,696 at 4% or $31,131 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 7 | $211,624 | $26,150 | $3,736iApproximate average salary by contribution assumption: employee only about $93,393 at 4% or $62,262 at 6%; with 50% employer match about $62,262 at 4% or $41,508 at 6%; with 100% employer match about $46,696 at 4% or $31,131 at 6%. |
| 2002 | 1 | 9 | $173,523 | $36,944 | $4,105iApproximate average salary by contribution assumption: employee only about $102,622 at 4% or $68,415 at 6%; with 50% employer match about $68,415 at 4% or $45,610 at 6%; with 100% employer match about $51,311 at 4% or $34,207 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $173,523 | $36,944 | $4,105iApproximate average salary by contribution assumption: employee only about $102,622 at 4% or $68,415 at 6%; with 50% employer match about $68,415 at 4% or $45,610 at 6%; with 100% employer match about $51,311 at 4% or $34,207 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 9 | $154,040 | $73,748 | $8,194iApproximate average salary by contribution assumption: employee only about $204,856 at 4% or $136,570 at 6%; with 50% employer match about $136,570 at 4% or $91,047 at 6%; with 100% employer match about $102,428 at 4% or $68,285 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $154,040 | $73,748 | $8,194iApproximate average salary by contribution assumption: employee only about $204,856 at 4% or $136,570 at 6%; with 50% employer match about $136,570 at 4% or $91,047 at 6%; with 100% employer match about $102,428 at 4% or $68,285 at 6%. |
| 1999 | 1 | 9 | $149,694 | $62,549 | $6,950iApproximate average salary by contribution assumption: employee only about $173,747 at 4% or $115,831 at 6%; with 50% employer match about $115,831 at 4% or $77,221 at 6%; with 100% employer match about $86,874 at 4% or $57,916 at 6%. |
| Bergman & Associates Inc. 401K Profit Sharing Plan | - | 9 | $149,694 | $62,549 | $6,950iApproximate average salary by contribution assumption: employee only about $173,747 at 4% or $115,831 at 6%; with 50% employer match about $115,831 at 4% or $77,221 at 6%; with 100% employer match about $86,874 at 4% or $57,916 at 6%. |