Civic Intelligence

DM BERG CONSULTANTS, P.C .

Plan context: DM Berg Consultants PC. 401(K) Plan

EIN 04-3497375 • Needham, MA • 20 filings • 2 plans

100 Crescent Road, Suite 1ANeedham, MA 02494
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,245,063

2024 Contributions

$99,429

Historical Graphs

Total Assets Over Time

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

$5,282,546$2,641,273$0200520162024YearValue
$5,245,063Latest year 2024

Participants Over Time

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

1790200520152024YearValue
4Latest 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
202414$5,245,063$99,429$24,857iApproximate average salary by contribution assumption: employee only about $621,431 at 4% or $414,288 at 6%; with 50% employer match about $414,288 at 4% or $276,192 at 6%; with 100% employer match about $310,716 at 4% or $207,144 at 6%.
DM Berg Consultants PC. 401(K) Plan-4$5,245,063$99,429$24,857iApproximate average salary by contribution assumption: employee only about $621,431 at 4% or $414,288 at 6%; with 50% employer match about $414,288 at 4% or $276,192 at 6%; with 100% employer match about $310,716 at 4% or $207,144 at 6%.
202315$4,865,998$93,550$18,710iApproximate average salary by contribution assumption: employee only about $467,750 at 4% or $311,833 at 6%; with 50% employer match about $311,833 at 4% or $207,889 at 6%; with 100% employer match about $233,875 at 4% or $155,917 at 6%.
DM Berg Consultants PC. 401(K) Plan-5$4,865,998$93,550$18,710iApproximate average salary by contribution assumption: employee only about $467,750 at 4% or $311,833 at 6%; with 50% employer match about $311,833 at 4% or $207,889 at 6%; with 100% employer match about $233,875 at 4% or $155,917 at 6%.
202215$4,026,802$81,384$16,277iApproximate average salary by contribution assumption: employee only about $406,920 at 4% or $271,280 at 6%; with 50% employer match about $271,280 at 4% or $180,853 at 6%; with 100% employer match about $203,460 at 4% or $135,640 at 6%.
DM Berg Consultants PC. 401(K) Plan-5$4,026,802$81,384$16,277iApproximate average salary by contribution assumption: employee only about $406,920 at 4% or $271,280 at 6%; with 50% employer match about $271,280 at 4% or $180,853 at 6%; with 100% employer match about $203,460 at 4% or $135,640 at 6%.
202116$5,282,546$80,794$13,466iApproximate average salary by contribution assumption: employee only about $336,642 at 4% or $224,428 at 6%; with 50% employer match about $224,428 at 4% or $149,619 at 6%; with 100% employer match about $168,321 at 4% or $112,214 at 6%.
DM Berg Consultants PC. 401(K) Plan-6$5,282,546$80,794$13,466iApproximate average salary by contribution assumption: employee only about $336,642 at 4% or $224,428 at 6%; with 50% employer match about $224,428 at 4% or $149,619 at 6%; with 100% employer match about $168,321 at 4% or $112,214 at 6%.
202017$4,387,650$77,260$11,037iApproximate average salary by contribution assumption: employee only about $275,929 at 4% or $183,952 at 6%; with 50% employer match about $183,952 at 4% or $122,635 at 6%; with 100% employer match about $137,964 at 4% or $91,976 at 6%.
DM Berg Consultants PC. 401(K) Plan-7$4,387,650$77,260$11,037iApproximate average salary by contribution assumption: employee only about $275,929 at 4% or $183,952 at 6%; with 50% employer match about $183,952 at 4% or $122,635 at 6%; with 100% employer match about $137,964 at 4% or $91,976 at 6%.
201917$3,206,299$71,868$10,267iApproximate average salary by contribution assumption: employee only about $256,671 at 4% or $171,114 at 6%; with 50% employer match about $171,114 at 4% or $114,076 at 6%; with 100% employer match about $128,336 at 4% or $85,557 at 6%.
DM Berg Consultants PC. 401(K) Plan-7$3,206,299$71,868$10,267iApproximate average salary by contribution assumption: employee only about $256,671 at 4% or $171,114 at 6%; with 50% employer match about $171,114 at 4% or $114,076 at 6%; with 100% employer match about $128,336 at 4% or $85,557 at 6%.
201818$2,398,276$70,946$8,868iApproximate average salary by contribution assumption: employee only about $221,706 at 4% or $147,804 at 6%; with 50% employer match about $147,804 at 4% or $98,536 at 6%; with 100% employer match about $110,853 at 4% or $73,902 at 6%.
DM Berg Consultants PC. 401(K) Plan-8$2,398,276$70,946$8,868iApproximate average salary by contribution assumption: employee only about $221,706 at 4% or $147,804 at 6%; with 50% employer match about $147,804 at 4% or $98,536 at 6%; with 100% employer match about $110,853 at 4% or $73,902 at 6%.
201716$2,446,205$59,859$9,977iApproximate average salary by contribution assumption: employee only about $249,413 at 4% or $166,275 at 6%; with 50% employer match about $166,275 at 4% or $110,850 at 6%; with 100% employer match about $124,706 at 4% or $83,138 at 6%.
DM Berg Consultants PC. 401(K) Plan-6$2,446,205$59,859$9,977iApproximate average salary by contribution assumption: employee only about $249,413 at 4% or $166,275 at 6%; with 50% employer match about $166,275 at 4% or $110,850 at 6%; with 100% employer match about $124,706 at 4% or $83,138 at 6%.
201615$1,856,257$46,560$9,312iApproximate average salary by contribution assumption: employee only about $232,800 at 4% or $155,200 at 6%; with 50% employer match about $155,200 at 4% or $103,467 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%.
DM Berg Consultants PC. 401(K) Plan-5$1,856,257$46,560$9,312iApproximate average salary by contribution assumption: employee only about $232,800 at 4% or $155,200 at 6%; with 50% employer match about $155,200 at 4% or $103,467 at 6%; with 100% employer match about $116,400 at 4% or $77,600 at 6%.
201515$1,743,287$22,467$4,493iApproximate average salary by contribution assumption: employee only about $112,335 at 4% or $74,890 at 6%; with 50% employer match about $74,890 at 4% or $49,927 at 6%; with 100% employer match about $56,167 at 4% or $37,445 at 6%.
DM Berg Consultants PC. 401(K) Plan-5$1,743,287$22,467$4,493iApproximate average salary by contribution assumption: employee only about $112,335 at 4% or $74,890 at 6%; with 50% employer match about $74,890 at 4% or $49,927 at 6%; with 100% employer match about $56,167 at 4% or $37,445 at 6%.
201415$1,635,957$15,548$3,110iApproximate average salary by contribution assumption: employee only about $77,740 at 4% or $51,827 at 6%; with 50% employer match about $51,827 at 4% or $34,551 at 6%; with 100% employer match about $38,870 at 4% or $25,913 at 6%.
DM Berg Consultants PC. 401(K) Plan-5$1,635,957$15,548$3,110iApproximate average salary by contribution assumption: employee only about $77,740 at 4% or $51,827 at 6%; with 50% employer match about $51,827 at 4% or $34,551 at 6%; with 100% employer match about $38,870 at 4% or $25,913 at 6%.
201315$1,476,318$18,235$3,647iApproximate average salary by contribution assumption: employee only about $91,175 at 4% or $60,783 at 6%; with 50% employer match about $60,783 at 4% or $40,522 at 6%; with 100% employer match about $45,588 at 4% or $30,392 at 6%.
DM Berg Consultants PC. 401(K) Plan-5$1,476,318$18,235$3,647iApproximate average salary by contribution assumption: employee only about $91,175 at 4% or $60,783 at 6%; with 50% employer match about $60,783 at 4% or $40,522 at 6%; with 100% employer match about $45,588 at 4% or $30,392 at 6%.
201216$1,132,547$24,380$4,063iApproximate average salary by contribution assumption: employee only about $101,583 at 4% or $67,722 at 6%; with 50% employer match about $67,722 at 4% or $45,148 at 6%; with 100% employer match about $50,792 at 4% or $33,861 at 6%.
DM Berg Consultants PC. 401(K) Plan-6$1,132,547$24,380$4,063iApproximate average salary by contribution assumption: employee only about $101,583 at 4% or $67,722 at 6%; with 50% employer match about $67,722 at 4% or $45,148 at 6%; with 100% employer match about $50,792 at 4% or $33,861 at 6%.
201116$958,971$12,939$2,157iApproximate average salary by contribution assumption: employee only about $53,913 at 4% or $35,942 at 6%; with 50% employer match about $35,942 at 4% or $23,961 at 6%; with 100% employer match about $26,956 at 4% or $17,971 at 6%.
DM Berg Consultants PC. 401(K) Plan-6$958,971$12,939$2,157iApproximate average salary by contribution assumption: employee only about $53,913 at 4% or $35,942 at 6%; with 50% employer match about $35,942 at 4% or $23,961 at 6%; with 100% employer match about $26,956 at 4% or $17,971 at 6%.
201019$1,320,607$20,767$2,307iApproximate average salary by contribution assumption: employee only about $57,686 at 4% or $38,457 at 6%; with 50% employer match about $38,457 at 4% or $25,638 at 6%; with 100% employer match about $28,843 at 4% or $19,229 at 6%.
DM Berg Consultants PC. 401(K) Plan-9$1,320,607$20,767$2,307iApproximate average salary by contribution assumption: employee only about $57,686 at 4% or $38,457 at 6%; with 50% employer match about $38,457 at 4% or $25,638 at 6%; with 100% employer match about $28,843 at 4% or $19,229 at 6%.
2009111$1,258,475$47,309$4,301iApproximate average salary by contribution assumption: employee only about $107,520 at 4% or $71,680 at 6%; with 50% employer match about $71,680 at 4% or $47,787 at 6%; with 100% employer match about $53,760 at 4% or $35,840 at 6%.
DM Berg Consultants PC. 401(K) Plan-11$1,258,475$47,309$4,301iApproximate average salary by contribution assumption: employee only about $107,520 at 4% or $71,680 at 6%; with 50% employer match about $71,680 at 4% or $47,787 at 6%; with 100% employer match about $53,760 at 4% or $35,840 at 6%.
2008114$0$0-
DM Berg Consultants PC. 401(K) Plan-14---
2007115$0$0-
DM Berg Consultants PC. 401(K) Plan-15---
2006114$1,617,415$142,062$10,147iApproximate average salary by contribution assumption: employee only about $253,682 at 4% or $169,121 at 6%; with 50% employer match about $169,121 at 4% or $112,748 at 6%; with 100% employer match about $126,841 at 4% or $84,561 at 6%.
DM Berg Consultants PC. 401(K) Plan-14$1,617,415$142,062$10,147iApproximate average salary by contribution assumption: employee only about $253,682 at 4% or $169,121 at 6%; with 50% employer match about $169,121 at 4% or $112,748 at 6%; with 100% employer match about $126,841 at 4% or $84,561 at 6%.
2005117$1,399,270$165,477$9,734iApproximate average salary by contribution assumption: employee only about $243,349 at 4% or $162,232 at 6%; with 50% employer match about $162,232 at 4% or $108,155 at 6%; with 100% employer match about $121,674 at 4% or $81,116 at 6%.
DM Berg Consultants PC. 401(K) Plan-17$1,399,270$165,477$9,734iApproximate average salary by contribution assumption: employee only about $243,349 at 4% or $162,232 at 6%; with 50% employer match about $162,232 at 4% or $108,155 at 6%; with 100% employer match about $121,674 at 4% or $81,116 at 6%.