Civic Intelligence

Mark S. Berg, D.M.D. PC.

Plan context: Mark S. Berg, D.M.D. PC. Retirement Trust

EIN 11-2544017 • Long Beach, NY • 19 filings • 3 plans

360 Shore RdApt 6GLong Beach, NY 11561
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$2,413,046

2018 Contributions

$40,274

Historical Graphs

Total Assets Over Time

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

$2,413,046$1,206,523$0199920092017YearValue
$2,413,046Latest year 2017

Participants Over Time

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

740199920092017YearValue
6Latest year 2017

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
201810$0$0-
Mark S. Berg, D.M.D. PC. Retirement Trust-0$0$0-
201716$2,413,046$0-
Mark S. Berg, D.M.D. PC. Retirement Trust-6$2,413,046$0-
201617$2,253,903$40,274$5,753iApproximate average salary by contribution assumption: employee only about $143,836 at 4% or $95,890 at 6%; with 50% employer match about $95,890 at 4% or $63,927 at 6%; with 100% employer match about $71,918 at 4% or $47,945 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-7$2,253,903$40,274$5,753iApproximate average salary by contribution assumption: employee only about $143,836 at 4% or $95,890 at 6%; with 50% employer match about $95,890 at 4% or $63,927 at 6%; with 100% employer match about $71,918 at 4% or $47,945 at 6%.
201516$1,900,977$20,656$3,443iApproximate average salary by contribution assumption: employee only about $86,067 at 4% or $57,378 at 6%; with 50% employer match about $57,378 at 4% or $38,252 at 6%; with 100% employer match about $43,033 at 4% or $28,689 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-6$1,900,977$20,656$3,443iApproximate average salary by contribution assumption: employee only about $86,067 at 4% or $57,378 at 6%; with 50% employer match about $57,378 at 4% or $38,252 at 6%; with 100% employer match about $43,033 at 4% or $28,689 at 6%.
201416$2,075,341$43,019$7,170iApproximate average salary by contribution assumption: employee only about $179,246 at 4% or $119,497 at 6%; with 50% employer match about $119,497 at 4% or $79,665 at 6%; with 100% employer match about $89,623 at 4% or $59,749 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-6$2,075,341$43,019$7,170iApproximate average salary by contribution assumption: employee only about $179,246 at 4% or $119,497 at 6%; with 50% employer match about $119,497 at 4% or $79,665 at 6%; with 100% employer match about $89,623 at 4% or $59,749 at 6%.
201315$1,849,623$45,366$9,073iApproximate average salary by contribution assumption: employee only about $226,830 at 4% or $151,220 at 6%; with 50% employer match about $151,220 at 4% or $100,813 at 6%; with 100% employer match about $113,415 at 4% or $75,610 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-5$1,849,623$45,366$9,073iApproximate average salary by contribution assumption: employee only about $226,830 at 4% or $151,220 at 6%; with 50% employer match about $151,220 at 4% or $100,813 at 6%; with 100% employer match about $113,415 at 4% or $75,610 at 6%.
201215$1,741,347$43,656$8,731iApproximate average salary by contribution assumption: employee only about $218,280 at 4% or $145,520 at 6%; with 50% employer match about $145,520 at 4% or $97,013 at 6%; with 100% employer match about $109,140 at 4% or $72,760 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-5$1,741,347$43,656$8,731iApproximate average salary by contribution assumption: employee only about $218,280 at 4% or $145,520 at 6%; with 50% employer match about $145,520 at 4% or $97,013 at 6%; with 100% employer match about $109,140 at 4% or $72,760 at 6%.
201116$1,509,514$54,628$9,105iApproximate average salary by contribution assumption: employee only about $227,617 at 4% or $151,744 at 6%; with 50% employer match about $151,744 at 4% or $101,163 at 6%; with 100% employer match about $113,808 at 4% or $75,872 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-6$1,509,514$54,628$9,105iApproximate average salary by contribution assumption: employee only about $227,617 at 4% or $151,744 at 6%; with 50% employer match about $151,744 at 4% or $101,163 at 6%; with 100% employer match about $113,808 at 4% or $75,872 at 6%.
201016$1,371,226$42,228$7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-6$1,371,226$42,228$7,038iApproximate average salary by contribution assumption: employee only about $175,950 at 4% or $117,300 at 6%; with 50% employer match about $117,300 at 4% or $78,200 at 6%; with 100% employer match about $87,975 at 4% or $58,650 at 6%.
200916$1,163,634$48,059$8,010iApproximate average salary by contribution assumption: employee only about $200,246 at 4% or $133,497 at 6%; with 50% employer match about $133,497 at 4% or $88,998 at 6%; with 100% employer match about $100,123 at 4% or $66,749 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-6$1,163,634$48,059$8,010iApproximate average salary by contribution assumption: employee only about $200,246 at 4% or $133,497 at 6%; with 50% employer match about $133,497 at 4% or $88,998 at 6%; with 100% employer match about $100,123 at 4% or $66,749 at 6%.
200814$904,857$74,195$18,549iApproximate average salary by contribution assumption: employee only about $463,719 at 4% or $309,146 at 6%; with 50% employer match about $309,146 at 4% or $206,097 at 6%; with 100% employer match about $231,859 at 4% or $154,573 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-4$904,857$74,195$18,549iApproximate average salary by contribution assumption: employee only about $463,719 at 4% or $309,146 at 6%; with 50% employer match about $309,146 at 4% or $206,097 at 6%; with 100% employer match about $231,859 at 4% or $154,573 at 6%.
200712$0$0-
Mark S. Berg, D.M.D. PC. Retirement Trust-2---
200612$1,743,817$58,693$29,347iApproximate average salary by contribution assumption: employee only about $733,663 at 4% or $489,108 at 6%; with 50% employer match about $489,108 at 4% or $326,072 at 6%; with 100% employer match about $366,831 at 4% or $244,554 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-2$1,743,817$58,693$29,347iApproximate average salary by contribution assumption: employee only about $733,663 at 4% or $489,108 at 6%; with 50% employer match about $489,108 at 4% or $326,072 at 6%; with 100% employer match about $366,831 at 4% or $244,554 at 6%.
200514$1,540,667$69,185$17,296iApproximate average salary by contribution assumption: employee only about $432,406 at 4% or $288,271 at 6%; with 50% employer match about $288,271 at 4% or $192,181 at 6%; with 100% employer match about $216,203 at 4% or $144,135 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-4$1,540,667$69,185$17,296iApproximate average salary by contribution assumption: employee only about $432,406 at 4% or $288,271 at 6%; with 50% employer match about $288,271 at 4% or $192,181 at 6%; with 100% employer match about $216,203 at 4% or $144,135 at 6%.
200314$1,284,915$0-
Mark S. Berg, D.M.D. PC. Retirement Trust-4$1,284,915--
200212$1,154,032$0-
Mark S. Berg, D.M.D. PC. Retirement Trust-2$1,154,032--
200114$1,146,956$43,594$10,899iApproximate average salary by contribution assumption: employee only about $272,463 at 4% or $181,642 at 6%; with 50% employer match about $181,642 at 4% or $121,094 at 6%; with 100% employer match about $136,231 at 4% or $90,821 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-4$1,146,956$43,594$10,899iApproximate average salary by contribution assumption: employee only about $272,463 at 4% or $181,642 at 6%; with 50% employer match about $181,642 at 4% or $121,094 at 6%; with 100% employer match about $136,231 at 4% or $90,821 at 6%.
200013$1,162,716$38,836$12,945iApproximate average salary by contribution assumption: employee only about $323,633 at 4% or $215,756 at 6%; with 50% employer match about $215,756 at 4% or $143,837 at 6%; with 100% employer match about $161,817 at 4% or $107,878 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-3$1,162,716$38,836$12,945iApproximate average salary by contribution assumption: employee only about $323,633 at 4% or $215,756 at 6%; with 50% employer match about $215,756 at 4% or $143,837 at 6%; with 100% employer match about $161,817 at 4% or $107,878 at 6%.
199913$1,163,125$32,813$10,938iApproximate average salary by contribution assumption: employee only about $273,442 at 4% or $182,294 at 6%; with 50% employer match about $182,294 at 4% or $121,530 at 6%; with 100% employer match about $136,721 at 4% or $91,147 at 6%.
Mark S. Berg, D.M.D. PC. Retirement Trust-3$1,163,125$32,813$10,938iApproximate average salary by contribution assumption: employee only about $273,442 at 4% or $182,294 at 6%; with 50% employer match about $182,294 at 4% or $121,530 at 6%; with 100% employer match about $136,721 at 4% or $91,147 at 6%.