Civic Intelligence

M.Z. Berger & Co. Inc.

Plan context: M.Z. Berger & Co. Inc 401(K) Plan

EIN 13-1975194 • 18 filings • 4 plans

Current Snapshot

Latest Year

2018

2018 Participants

76

2018 Assets

$5,915,338

2018 Contributions

$352,979

Historical Graphs

Total Assets Over Time

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

$7,608,021$3,804,011$0199920082017YearValue
$5,915,338Latest year 2017

Participants Over Time

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

3771890200120092017YearValue
76Latest 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-
M.Z. Berger & Co. Inc 401(K) Plan-0---
2017176$5,915,338$352,979$4,644iApproximate average salary by contribution assumption: employee only about $116,112 at 4% or $77,408 at 6%; with 50% employer match about $77,408 at 4% or $51,605 at 6%; with 100% employer match about $58,056 at 4% or $38,704 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-76$5,915,338$352,979$4,644iApproximate average salary by contribution assumption: employee only about $116,112 at 4% or $77,408 at 6%; with 50% employer match about $77,408 at 4% or $51,605 at 6%; with 100% employer match about $58,056 at 4% or $38,704 at 6%.
20161103$5,900,369$444,468$4,315iApproximate average salary by contribution assumption: employee only about $107,881 at 4% or $71,920 at 6%; with 50% employer match about $71,920 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-103$5,900,369$444,468$4,315iApproximate average salary by contribution assumption: employee only about $107,881 at 4% or $71,920 at 6%; with 50% employer match about $71,920 at 4% or $47,947 at 6%; with 100% employer match about $53,940 at 4% or $35,960 at 6%.
20151118$6,868,650$560,208$4,748iApproximate average salary by contribution assumption: employee only about $118,688 at 4% or $79,125 at 6%; with 50% employer match about $79,125 at 4% or $52,750 at 6%; with 100% employer match about $59,344 at 4% or $39,563 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-118$6,868,650$560,208$4,748iApproximate average salary by contribution assumption: employee only about $118,688 at 4% or $79,125 at 6%; with 50% employer match about $79,125 at 4% or $52,750 at 6%; with 100% employer match about $59,344 at 4% or $39,563 at 6%.
20141171$7,608,021$642,273$3,756iApproximate average salary by contribution assumption: employee only about $93,900 at 4% or $62,600 at 6%; with 50% employer match about $62,600 at 4% or $41,733 at 6%; with 100% employer match about $46,950 at 4% or $31,300 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-171$7,608,021$642,273$3,756iApproximate average salary by contribution assumption: employee only about $93,900 at 4% or $62,600 at 6%; with 50% employer match about $62,600 at 4% or $41,733 at 6%; with 100% employer match about $46,950 at 4% or $31,300 at 6%.
20131197$7,020,257$725,603$3,683iApproximate average salary by contribution assumption: employee only about $92,082 at 4% or $61,388 at 6%; with 50% employer match about $61,388 at 4% or $40,925 at 6%; with 100% employer match about $46,041 at 4% or $30,694 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-197$7,020,257$725,603$3,683iApproximate average salary by contribution assumption: employee only about $92,082 at 4% or $61,388 at 6%; with 50% employer match about $61,388 at 4% or $40,925 at 6%; with 100% employer match about $46,041 at 4% or $30,694 at 6%.
20111157$4,637,207$819,760$5,221iApproximate average salary by contribution assumption: employee only about $130,535 at 4% or $87,023 at 6%; with 50% employer match about $87,023 at 4% or $58,016 at 6%; with 100% employer match about $65,268 at 4% or $43,512 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-157$4,637,207$819,760$5,221iApproximate average salary by contribution assumption: employee only about $130,535 at 4% or $87,023 at 6%; with 50% employer match about $87,023 at 4% or $58,016 at 6%; with 100% employer match about $65,268 at 4% or $43,512 at 6%.
20101137$4,056,129$502,649$3,669iApproximate average salary by contribution assumption: employee only about $91,724 at 4% or $61,150 at 6%; with 50% employer match about $61,150 at 4% or $40,766 at 6%; with 100% employer match about $45,862 at 4% or $30,575 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-137$4,056,129$502,649$3,669iApproximate average salary by contribution assumption: employee only about $91,724 at 4% or $61,150 at 6%; with 50% employer match about $61,150 at 4% or $40,766 at 6%; with 100% employer match about $45,862 at 4% or $30,575 at 6%.
20091118$3,273,494$431,950$3,661iApproximate average salary by contribution assumption: employee only about $91,515 at 4% or $61,010 at 6%; with 50% employer match about $61,010 at 4% or $40,673 at 6%; with 100% employer match about $45,757 at 4% or $30,505 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-118$3,273,494$431,950$3,661iApproximate average salary by contribution assumption: employee only about $91,515 at 4% or $61,010 at 6%; with 50% employer match about $61,010 at 4% or $40,673 at 6%; with 100% employer match about $45,757 at 4% or $30,505 at 6%.
20081225$2,482,682$617,677$2,745iApproximate average salary by contribution assumption: employee only about $68,631 at 4% or $45,754 at 6%; with 50% employer match about $45,754 at 4% or $30,503 at 6%; with 100% employer match about $34,315 at 4% or $22,877 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-225$2,482,682$617,677$2,745iApproximate average salary by contribution assumption: employee only about $68,631 at 4% or $45,754 at 6%; with 50% employer match about $45,754 at 4% or $30,503 at 6%; with 100% employer match about $34,315 at 4% or $22,877 at 6%.
200710$3,369,136$568,929-
M.Z. Berger & Co. Inc 401(K) Plan-0$3,369,136$568,929-
20061110$2,890,313$586,293$5,330iApproximate average salary by contribution assumption: employee only about $133,248 at 4% or $88,832 at 6%; with 50% employer match about $88,832 at 4% or $59,222 at 6%; with 100% employer match about $66,624 at 4% or $44,416 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-110$2,890,313$586,293$5,330iApproximate average salary by contribution assumption: employee only about $133,248 at 4% or $88,832 at 6%; with 50% employer match about $88,832 at 4% or $59,222 at 6%; with 100% employer match about $66,624 at 4% or $44,416 at 6%.
20051107$2,327,153$504,708$4,717iApproximate average salary by contribution assumption: employee only about $117,922 at 4% or $78,615 at 6%; with 50% employer match about $78,615 at 4% or $52,410 at 6%; with 100% employer match about $58,961 at 4% or $39,307 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-107$2,327,153$504,708$4,717iApproximate average salary by contribution assumption: employee only about $117,922 at 4% or $78,615 at 6%; with 50% employer match about $78,615 at 4% or $52,410 at 6%; with 100% employer match about $58,961 at 4% or $39,307 at 6%.
20041151$2,023,442$560,029$3,709iApproximate average salary by contribution assumption: employee only about $92,720 at 4% or $61,813 at 6%; with 50% employer match about $61,813 at 4% or $41,209 at 6%; with 100% employer match about $46,360 at 4% or $30,907 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-151$2,023,442$560,029$3,709iApproximate average salary by contribution assumption: employee only about $92,720 at 4% or $61,813 at 6%; with 50% employer match about $61,813 at 4% or $41,209 at 6%; with 100% employer match about $46,360 at 4% or $30,907 at 6%.
20031191$1,624,447$529,177$2,771iApproximate average salary by contribution assumption: employee only about $69,264 at 4% or $46,176 at 6%; with 50% employer match about $46,176 at 4% or $30,784 at 6%; with 100% employer match about $34,632 at 4% or $23,088 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-191$1,624,447$529,177$2,771iApproximate average salary by contribution assumption: employee only about $69,264 at 4% or $46,176 at 6%; with 50% employer match about $46,176 at 4% or $30,784 at 6%; with 100% employer match about $34,632 at 4% or $23,088 at 6%.
20021267$1,038,792$659,946$2,472iApproximate average salary by contribution assumption: employee only about $61,793 at 4% or $41,195 at 6%; with 50% employer match about $41,195 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,598 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-267$1,038,792$659,946$2,472iApproximate average salary by contribution assumption: employee only about $61,793 at 4% or $41,195 at 6%; with 50% employer match about $41,195 at 4% or $27,463 at 6%; with 100% employer match about $30,896 at 4% or $20,598 at 6%.
20011377$555,442$555,758$1,474iApproximate average salary by contribution assumption: employee only about $36,854 at 4% or $24,569 at 6%; with 50% employer match about $24,569 at 4% or $16,380 at 6%; with 100% employer match about $18,427 at 4% or $12,285 at 6%.
M.Z. Berger & Co. Inc 401(K) Plan-377$555,442$555,758$1,474iApproximate average salary by contribution assumption: employee only about $36,854 at 4% or $24,569 at 6%; with 50% employer match about $24,569 at 4% or $16,380 at 6%; with 100% employer match about $18,427 at 4% or $12,285 at 6%.
199910$28,380$0-
M.Z. Berger & Co. Inc. Profit Sharing Plan-0$28,380--