Civic Intelligence

Michael J Berger & Company

Plan context: Michael Berger & Company 401K Plan & Trust

EIN 11-2524858 • 10 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

9

2008 Assets

$250,522

2008 Contributions

$54,275

Historical Graphs

Total Assets Over Time

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

$270,739$135,370$0199920052008YearValue
$250,522Latest year 2008

Participants Over Time

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

1790199920042008YearValue
9Latest year 2008

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
200819$250,522$54,275$6,031iApproximate average salary by contribution assumption: employee only about $150,764 at 4% or $100,509 at 6%; with 50% employer match about $100,509 at 4% or $67,006 at 6%; with 100% employer match about $75,382 at 4% or $50,255 at 6%.
Michael Berger & Company 401K Plan & Trust-9$250,522$54,275$6,031iApproximate average salary by contribution assumption: employee only about $150,764 at 4% or $100,509 at 6%; with 50% employer match about $100,509 at 4% or $67,006 at 6%; with 100% employer match about $75,382 at 4% or $50,255 at 6%.
200719$0$0-
Michael Berger & Company 401K Plan & Trust-9---
200619$270,739$47,387$5,265iApproximate average salary by contribution assumption: employee only about $131,631 at 4% or $87,754 at 6%; with 50% employer match about $87,754 at 4% or $58,502 at 6%; with 100% employer match about $65,815 at 4% or $43,877 at 6%.
Michael Berger & Company 401K Plan & Trust-9$270,739$47,387$5,265iApproximate average salary by contribution assumption: employee only about $131,631 at 4% or $87,754 at 6%; with 50% employer match about $87,754 at 4% or $58,502 at 6%; with 100% employer match about $65,815 at 4% or $43,877 at 6%.
200518$180,183$33,160$4,145iApproximate average salary by contribution assumption: employee only about $103,625 at 4% or $69,083 at 6%; with 50% employer match about $69,083 at 4% or $46,056 at 6%; with 100% employer match about $51,813 at 4% or $34,542 at 6%.
Michael Berger & Company 401K Plan & Trust-8$180,183$33,160$4,145iApproximate average salary by contribution assumption: employee only about $103,625 at 4% or $69,083 at 6%; with 50% employer match about $69,083 at 4% or $46,056 at 6%; with 100% employer match about $51,813 at 4% or $34,542 at 6%.
2004112$130,429$30,378$2,532iApproximate average salary by contribution assumption: employee only about $63,288 at 4% or $42,192 at 6%; with 50% employer match about $42,192 at 4% or $28,128 at 6%; with 100% employer match about $31,644 at 4% or $21,096 at 6%.
Michael Berger & Company 401K Plan & Trust-12$130,429$30,378$2,532iApproximate average salary by contribution assumption: employee only about $63,288 at 4% or $42,192 at 6%; with 50% employer match about $42,192 at 4% or $28,128 at 6%; with 100% employer match about $31,644 at 4% or $21,096 at 6%.
2003112$0$0-
Michael Berger & Company 401K Plan & Trust-12---
2002112$58,327$21,285$1,774iApproximate average salary by contribution assumption: employee only about $44,344 at 4% or $29,563 at 6%; with 50% employer match about $29,563 at 4% or $19,708 at 6%; with 100% employer match about $22,172 at 4% or $14,781 at 6%.
Michael Berger & Company 401K Plan & Trust-12$58,327$21,285$1,774iApproximate average salary by contribution assumption: employee only about $44,344 at 4% or $29,563 at 6%; with 50% employer match about $29,563 at 4% or $19,708 at 6%; with 100% employer match about $22,172 at 4% or $14,781 at 6%.
2001112$0$0-
Michael Berger & Company 401K Plan & Trust-12---
2000117$0$0-
Michael Berger & Company 401K Plan & Trust-17---
1999115$55,510$23,085$1,539iApproximate average salary by contribution assumption: employee only about $38,475 at 4% or $25,650 at 6%; with 50% employer match about $25,650 at 4% or $17,100 at 6%; with 100% employer match about $19,238 at 4% or $12,825 at 6%.
Michael Berger & Company 401K Plan & Trust-15$55,510$23,085$1,539iApproximate average salary by contribution assumption: employee only about $38,475 at 4% or $25,650 at 6%; with 50% employer match about $25,650 at 4% or $17,100 at 6%; with 100% employer match about $19,238 at 4% or $12,825 at 6%.