Marcia Bergtraum, MD
Plan context: Marcia Bergtraum, MD 401(K) Profit Sharing Plan
EIN 11-2838056 • New Hyde Park, NY • 21 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$1,247,917
2020 Contributions
$26,689
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 6 | $1,247,917 | $26,689 | $4,448iApproximate average salary by contribution assumption: employee only about $111,204 at 4% or $74,136 at 6%; with 50% employer match about $74,136 at 4% or $49,424 at 6%; with 100% employer match about $55,602 at 4% or $37,068 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 6 | $1,247,917 | $26,689 | $4,448iApproximate average salary by contribution assumption: employee only about $111,204 at 4% or $74,136 at 6%; with 50% employer match about $74,136 at 4% or $49,424 at 6%; with 100% employer match about $55,602 at 4% or $37,068 at 6%. |
| 2018 | 1 | 5 | $977,678 | $27,339 | $5,468iApproximate average salary by contribution assumption: employee only about $136,695 at 4% or $91,130 at 6%; with 50% employer match about $91,130 at 4% or $60,753 at 6%; with 100% employer match about $68,348 at 4% or $45,565 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 5 | $977,678 | $27,339 | $5,468iApproximate average salary by contribution assumption: employee only about $136,695 at 4% or $91,130 at 6%; with 50% employer match about $91,130 at 4% or $60,753 at 6%; with 100% employer match about $68,348 at 4% or $45,565 at 6%. |
| 2017 | 1 | 6 | $1,019,565 | $26,724 | $4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 6 | $1,019,565 | $26,724 | $4,454iApproximate average salary by contribution assumption: employee only about $111,350 at 4% or $74,233 at 6%; with 50% employer match about $74,233 at 4% or $49,489 at 6%; with 100% employer match about $55,675 at 4% or $37,117 at 6%. |
| 2016 | 1 | 6 | $831,205 | $3,460 | $577iApproximate average salary by contribution assumption: employee only about $14,417 at 4% or $9,611 at 6%; with 50% employer match about $9,611 at 4% or $6,407 at 6%; with 100% employer match about $7,208 at 4% or $4,806 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 6 | $831,205 | $3,460 | $577iApproximate average salary by contribution assumption: employee only about $14,417 at 4% or $9,611 at 6%; with 50% employer match about $9,611 at 4% or $6,407 at 6%; with 100% employer match about $7,208 at 4% or $4,806 at 6%. |
| 2015 | 1 | 5 | $762,468 | $27,679 | $5,536iApproximate average salary by contribution assumption: employee only about $138,395 at 4% or $92,263 at 6%; with 50% employer match about $92,263 at 4% or $61,509 at 6%; with 100% employer match about $69,198 at 4% or $46,132 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 5 | $762,468 | $27,679 | $5,536iApproximate average salary by contribution assumption: employee only about $138,395 at 4% or $92,263 at 6%; with 50% employer match about $92,263 at 4% or $61,509 at 6%; with 100% employer match about $69,198 at 4% or $46,132 at 6%. |
| 2014 | 1 | 5 | $732,728 | $29,009 | $5,802iApproximate average salary by contribution assumption: employee only about $145,045 at 4% or $96,697 at 6%; with 50% employer match about $96,697 at 4% or $64,464 at 6%; with 100% employer match about $72,523 at 4% or $48,348 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 5 | $732,728 | $29,009 | $5,802iApproximate average salary by contribution assumption: employee only about $145,045 at 4% or $96,697 at 6%; with 50% employer match about $96,697 at 4% or $64,464 at 6%; with 100% employer match about $72,523 at 4% or $48,348 at 6%. |
| 2013 | 1 | 5 | $641,579 | $28,496 | $5,699iApproximate average salary by contribution assumption: employee only about $142,480 at 4% or $94,987 at 6%; with 50% employer match about $94,987 at 4% or $63,324 at 6%; with 100% employer match about $71,240 at 4% or $47,493 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 5 | $641,579 | $28,496 | $5,699iApproximate average salary by contribution assumption: employee only about $142,480 at 4% or $94,987 at 6%; with 50% employer match about $94,987 at 4% or $63,324 at 6%; with 100% employer match about $71,240 at 4% or $47,493 at 6%. |
| 2012 | 1 | 5 | $561,639 | $27,685 | $5,537iApproximate average salary by contribution assumption: employee only about $138,425 at 4% or $92,283 at 6%; with 50% employer match about $92,283 at 4% or $61,522 at 6%; with 100% employer match about $69,213 at 4% or $46,142 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 5 | $561,639 | $27,685 | $5,537iApproximate average salary by contribution assumption: employee only about $138,425 at 4% or $92,283 at 6%; with 50% employer match about $92,283 at 4% or $61,522 at 6%; with 100% employer match about $69,213 at 4% or $46,142 at 6%. |
| 2011 | 1 | 4 | $491,733 | $28,045 | $7,011iApproximate average salary by contribution assumption: employee only about $175,281 at 4% or $116,854 at 6%; with 50% employer match about $116,854 at 4% or $77,903 at 6%; with 100% employer match about $87,641 at 4% or $58,427 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 4 | $491,733 | $28,045 | $7,011iApproximate average salary by contribution assumption: employee only about $175,281 at 4% or $116,854 at 6%; with 50% employer match about $116,854 at 4% or $77,903 at 6%; with 100% employer match about $87,641 at 4% or $58,427 at 6%. |
| 2010 | 1 | 4 | $463,850 | $32,255 | $8,064iApproximate average salary by contribution assumption: employee only about $201,594 at 4% or $134,396 at 6%; with 50% employer match about $134,396 at 4% or $89,597 at 6%; with 100% employer match about $100,797 at 4% or $67,198 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 4 | $463,850 | $32,255 | $8,064iApproximate average salary by contribution assumption: employee only about $201,594 at 4% or $134,396 at 6%; with 50% employer match about $134,396 at 4% or $89,597 at 6%; with 100% employer match about $100,797 at 4% or $67,198 at 6%. |
| 2009 | 1 | 4 | $385,737 | $30,238 | $7,560iApproximate average salary by contribution assumption: employee only about $188,988 at 4% or $125,992 at 6%; with 50% employer match about $125,992 at 4% or $83,994 at 6%; with 100% employer match about $94,494 at 4% or $62,996 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 4 | $385,737 | $30,238 | $7,560iApproximate average salary by contribution assumption: employee only about $188,988 at 4% or $125,992 at 6%; with 50% employer match about $125,992 at 4% or $83,994 at 6%; with 100% employer match about $94,494 at 4% or $62,996 at 6%. |
| 2008 | 1 | 2 | $361,006 | $0 | - |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 2 | $361,006 | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 2 | $417,725 | $23,013 | $11,507iApproximate average salary by contribution assumption: employee only about $287,663 at 4% or $191,775 at 6%; with 50% employer match about $191,775 at 4% or $127,850 at 6%; with 100% employer match about $143,831 at 4% or $95,888 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 2 | $417,725 | $23,013 | $11,507iApproximate average salary by contribution assumption: employee only about $287,663 at 4% or $191,775 at 6%; with 50% employer match about $191,775 at 4% or $127,850 at 6%; with 100% employer match about $143,831 at 4% or $95,888 at 6%. |
| 2005 | 1 | 2 | $378,937 | $23,429 | $11,715iApproximate average salary by contribution assumption: employee only about $292,863 at 4% or $195,242 at 6%; with 50% employer match about $195,242 at 4% or $130,161 at 6%; with 100% employer match about $146,431 at 4% or $97,621 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 2 | $378,937 | $23,429 | $11,715iApproximate average salary by contribution assumption: employee only about $292,863 at 4% or $195,242 at 6%; with 50% employer match about $195,242 at 4% or $130,161 at 6%; with 100% employer match about $146,431 at 4% or $97,621 at 6%. |
| 2004 | 1 | 2 | $340,321 | $24,429 | $12,215iApproximate average salary by contribution assumption: employee only about $305,363 at 4% or $203,575 at 6%; with 50% employer match about $203,575 at 4% or $135,717 at 6%; with 100% employer match about $152,681 at 4% or $101,788 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 2 | $340,321 | $24,429 | $12,215iApproximate average salary by contribution assumption: employee only about $305,363 at 4% or $203,575 at 6%; with 50% employer match about $203,575 at 4% or $135,717 at 6%; with 100% employer match about $152,681 at 4% or $101,788 at 6%. |
| 2003 | 1 | 3 | $288,048 | $6,851 | $2,284iApproximate average salary by contribution assumption: employee only about $57,092 at 4% or $38,061 at 6%; with 50% employer match about $38,061 at 4% or $25,374 at 6%; with 100% employer match about $28,546 at 4% or $19,031 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 3 | $288,048 | $6,851 | $2,284iApproximate average salary by contribution assumption: employee only about $57,092 at 4% or $38,061 at 6%; with 50% employer match about $38,061 at 4% or $25,374 at 6%; with 100% employer match about $28,546 at 4% or $19,031 at 6%. |
| 2002 | 1 | 3 | $238,970 | $28,440 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 3 | $238,970 | $28,440 | $9,480iApproximate average salary by contribution assumption: employee only about $237,000 at 4% or $158,000 at 6%; with 50% employer match about $158,000 at 4% or $105,333 at 6%; with 100% employer match about $118,500 at 4% or $79,000 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Marcia Bergtraum, MD 401(K) Profit Sharing Plan | - | 2 | - | - | - |