Civic Intelligence

Bernard D. Bergreen And

Plan context: Bernard D. Bergreen PC. Profit Sharing Plan

EIN 13-3072401 • 14 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$481,535

2007 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$3,391,107$1,695,554$0199920032006YearValue
$481,535Latest year 2006

Participants Over Time

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

1050199920032006YearValue
2Latest year 2006

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
200710$0$0-
Bernard D. Bergreen PC. Profit Sharing Plan-0---
200612$481,535$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Bernard D. Bergreen PC. Profit Sharing Plan-2$481,535$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200512$634,234$51,487$25,744iApproximate average salary by contribution assumption: employee only about $643,588 at 4% or $429,058 at 6%; with 50% employer match about $429,058 at 4% or $286,039 at 6%; with 100% employer match about $321,794 at 4% or $214,529 at 6%.
Bernard D. Bergreen PC. Profit Sharing Plan-2$634,234$51,487$25,744iApproximate average salary by contribution assumption: employee only about $643,588 at 4% or $429,058 at 6%; with 50% employer match about $429,058 at 4% or $286,039 at 6%; with 100% employer match about $321,794 at 4% or $214,529 at 6%.
200426$564,884$583,540$97,257iApproximate average salary by contribution assumption: employee only about $2,431,417 at 4% or $1,620,944 at 6%; with 50% employer match about $1,620,944 at 4% or $1,080,630 at 6%; with 100% employer match about $1,215,708 at 4% or $810,472 at 6%.
Bernard D. Bergreen PC. Profit Sharing Plan-6$564,884$55,540$9,257iApproximate average salary by contribution assumption: employee only about $231,417 at 4% or $154,278 at 6%; with 50% employer match about $154,278 at 4% or $102,852 at 6%; with 100% employer match about $115,708 at 4% or $77,139 at 6%.
Bernard D. Bergreen and Bernard D. Bergreen PC. Pension Plan-0-$528,000-
200326$3,391,107$182,948$30,491iApproximate average salary by contribution assumption: employee only about $762,283 at 4% or $508,189 at 6%; with 50% employer match about $508,189 at 4% or $338,793 at 6%; with 100% employer match about $381,142 at 4% or $254,094 at 6%.
Bernard D. Bergreen and Bernard D. Bergreen PC. Pension Plan-5$2,898,135$118,799$23,760iApproximate average salary by contribution assumption: employee only about $593,995 at 4% or $395,997 at 6%; with 50% employer match about $395,997 at 4% or $263,998 at 6%; with 100% employer match about $296,998 at 4% or $197,998 at 6%.
Bernard D. Bergreen PC. Profit Sharing Plan-6$492,972$64,149$10,692iApproximate average salary by contribution assumption: employee only about $267,288 at 4% or $178,192 at 6%; with 50% employer match about $178,192 at 4% or $118,794 at 6%; with 100% employer match about $133,644 at 4% or $89,096 at 6%.
200228$2,946,351$1,090,620$136,328iApproximate average salary by contribution assumption: employee only about $3,408,188 at 4% or $2,272,125 at 6%; with 50% employer match about $2,272,125 at 4% or $1,514,750 at 6%; with 100% employer match about $1,704,094 at 4% or $1,136,063 at 6%.
Bernard D. Bergreen and Bernard D. Bergreen PC. Pension Plan-5$2,946,351$1,090,620$218,124iApproximate average salary by contribution assumption: employee only about $5,453,100 at 4% or $3,635,400 at 6%; with 50% employer match about $3,635,400 at 4% or $2,423,600 at 6%; with 100% employer match about $2,726,550 at 4% or $1,817,700 at 6%.
Bernard D. Bergreen PC. Profit Sharing Plan-8---
2001210$0$0-
Bernard D. Bergreen and Bernard D. Bergreen PC. Pension Plan-7---
Bernard D. Bergreen PC. Profit Sharing Plan-10---
200028$43,304$44,312$5,539iApproximate average salary by contribution assumption: employee only about $138,475 at 4% or $92,317 at 6%; with 50% employer match about $92,317 at 4% or $61,544 at 6%; with 100% employer match about $69,238 at 4% or $46,158 at 6%.
Bernard D. Bergreen PC. Profit Sharing Plan-8$43,304$44,312$5,539iApproximate average salary by contribution assumption: employee only about $138,475 at 4% or $92,317 at 6%; with 50% employer match about $92,317 at 4% or $61,544 at 6%; with 100% employer match about $69,238 at 4% or $46,158 at 6%.
Bernard D. Bergreen and Bernard D. Bergreen PC. Pension Plan-7---
199917$2,146,020$656,991$93,856iApproximate average salary by contribution assumption: employee only about $2,346,396 at 4% or $1,564,264 at 6%; with 50% employer match about $1,564,264 at 4% or $1,042,843 at 6%; with 100% employer match about $1,173,198 at 4% or $782,132 at 6%.
Bernard D. Bergreen and Bernard D. Bergreen PC. Pension Plan-7$2,146,020$656,991$93,856iApproximate average salary by contribution assumption: employee only about $2,346,396 at 4% or $1,564,264 at 6%; with 50% employer match about $1,564,264 at 4% or $1,042,843 at 6%; with 100% employer match about $1,173,198 at 4% or $782,132 at 6%.