Civic Intelligence

Michael G. Berger

Plan context: Michael G. Berger Retirement Trust

EIN 13-3247932 • New York, NY • 19 filings • 1 plans

250 Park Avenue20th FloorNew York, NY 10177
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$1,717,403

2017 Contributions

$2,664

Historical Graphs

Total Assets Over Time

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

$2,017,242$1,008,621$0199920082016YearValue
$1,717,403Latest year 2016

Participants Over Time

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

1050199920082016YearValue
10Latest year 2016

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
201710$0$0-
Michael G. Berger Retirement Trust-0$0$0-
2016110$1,717,403$0-
Michael G. Berger Retirement Trust-10$1,717,403$0-
2015110$1,771,350$0-
Michael G. Berger Retirement Trust-10$1,771,350$0-
2014110$1,771,439$0-
Michael G. Berger Retirement Trust-10$1,771,439$0-
2013110$1,771,476$2,664$266iApproximate average salary by contribution assumption: employee only about $6,660 at 4% or $4,440 at 6%; with 50% employer match about $4,440 at 4% or $2,960 at 6%; with 100% employer match about $3,330 at 4% or $2,220 at 6%.
Michael G. Berger Retirement Trust-10$1,771,476$2,664$266iApproximate average salary by contribution assumption: employee only about $6,660 at 4% or $4,440 at 6%; with 50% employer match about $4,440 at 4% or $2,960 at 6%; with 100% employer match about $3,330 at 4% or $2,220 at 6%.
2012110$1,768,819$2,736$274iApproximate average salary by contribution assumption: employee only about $6,840 at 4% or $4,560 at 6%; with 50% employer match about $4,560 at 4% or $3,040 at 6%; with 100% employer match about $3,420 at 4% or $2,280 at 6%.
Michael G. Berger Retirement Trust-10$1,768,819$2,736$274iApproximate average salary by contribution assumption: employee only about $6,840 at 4% or $4,560 at 6%; with 50% employer match about $4,560 at 4% or $3,040 at 6%; with 100% employer match about $3,420 at 4% or $2,280 at 6%.
201119$2,017,242$61,455$6,828iApproximate average salary by contribution assumption: employee only about $170,708 at 4% or $113,806 at 6%; with 50% employer match about $113,806 at 4% or $75,870 at 6%; with 100% employer match about $85,354 at 4% or $56,903 at 6%.
Michael G. Berger Retirement Trust-9$2,017,242$61,455$6,828iApproximate average salary by contribution assumption: employee only about $170,708 at 4% or $113,806 at 6%; with 50% employer match about $113,806 at 4% or $75,870 at 6%; with 100% employer match about $85,354 at 4% or $56,903 at 6%.
201019$1,959,439$61,702$6,856iApproximate average salary by contribution assumption: employee only about $171,394 at 4% or $114,263 at 6%; with 50% employer match about $114,263 at 4% or $76,175 at 6%; with 100% employer match about $85,697 at 4% or $57,131 at 6%.
Michael G. Berger Retirement Trust-9$1,959,439$61,702$6,856iApproximate average salary by contribution assumption: employee only about $171,394 at 4% or $114,263 at 6%; with 50% employer match about $114,263 at 4% or $76,175 at 6%; with 100% employer match about $85,697 at 4% or $57,131 at 6%.
200919$1,893,549$64,332$7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%.
Michael G. Berger Retirement Trust-9$1,893,549$64,332$7,148iApproximate average salary by contribution assumption: employee only about $178,700 at 4% or $119,133 at 6%; with 50% employer match about $119,133 at 4% or $79,422 at 6%; with 100% employer match about $89,350 at 4% or $59,567 at 6%.
200814$1,823,376$59,637$14,909iApproximate average salary by contribution assumption: employee only about $372,731 at 4% or $248,488 at 6%; with 50% employer match about $248,488 at 4% or $165,658 at 6%; with 100% employer match about $186,366 at 4% or $124,244 at 6%.
Michael G. Berger Retirement Trust-4$1,823,376$59,637$14,909iApproximate average salary by contribution assumption: employee only about $372,731 at 4% or $248,488 at 6%; with 50% employer match about $248,488 at 4% or $165,658 at 6%; with 100% employer match about $186,366 at 4% or $124,244 at 6%.
200714$0$0-
Michael G. Berger Retirement Trust-4---
200610$1,843,431$53,265-
Michael G. Berger Retirement Trust-0$1,843,431$53,265-
200512$1,615,379$51,294$25,647iApproximate average salary by contribution assumption: employee only about $641,175 at 4% or $427,450 at 6%; with 50% employer match about $427,450 at 4% or $284,967 at 6%; with 100% employer match about $320,588 at 4% or $213,725 at 6%.
Michael G. Berger Retirement Trust-2$1,615,379$51,294$25,647iApproximate average salary by contribution assumption: employee only about $641,175 at 4% or $427,450 at 6%; with 50% employer match about $427,450 at 4% or $284,967 at 6%; with 100% employer match about $320,588 at 4% or $213,725 at 6%.
200412$1,497,702$36,301$18,151iApproximate average salary by contribution assumption: employee only about $453,763 at 4% or $302,508 at 6%; with 50% employer match about $302,508 at 4% or $201,672 at 6%; with 100% employer match about $226,881 at 4% or $151,254 at 6%.
Michael G. Berger Retirement Trust-2$1,497,702$36,301$18,151iApproximate average salary by contribution assumption: employee only about $453,763 at 4% or $302,508 at 6%; with 50% employer match about $302,508 at 4% or $201,672 at 6%; with 100% employer match about $226,881 at 4% or $151,254 at 6%.
200313$1,369,665$53,243$17,748iApproximate average salary by contribution assumption: employee only about $443,692 at 4% or $295,794 at 6%; with 50% employer match about $295,794 at 4% or $197,196 at 6%; with 100% employer match about $221,846 at 4% or $147,897 at 6%.
Michael G. Berger Retirement Trust-3$1,369,665$53,243$17,748iApproximate average salary by contribution assumption: employee only about $443,692 at 4% or $295,794 at 6%; with 50% employer match about $295,794 at 4% or $197,196 at 6%; with 100% employer match about $221,846 at 4% or $147,897 at 6%.
200214$1,141,347$44,400$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
Michael G. Berger Retirement Trust-4$1,141,347$44,400$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
200114$1,144,440$44,737$11,184iApproximate average salary by contribution assumption: employee only about $279,606 at 4% or $186,404 at 6%; with 50% employer match about $186,404 at 4% or $124,269 at 6%; with 100% employer match about $139,803 at 4% or $93,202 at 6%.
Michael G. Berger Retirement Trust-4$1,144,440$44,737$11,184iApproximate average salary by contribution assumption: employee only about $279,606 at 4% or $186,404 at 6%; with 50% employer match about $186,404 at 4% or $124,269 at 6%; with 100% employer match about $139,803 at 4% or $93,202 at 6%.
200013$1,086,816$33,916$11,305iApproximate average salary by contribution assumption: employee only about $282,633 at 4% or $188,422 at 6%; with 50% employer match about $188,422 at 4% or $125,615 at 6%; with 100% employer match about $141,317 at 4% or $94,211 at 6%.
Michael G. Berger Retirement Trust-3$1,086,816$33,916$11,305iApproximate average salary by contribution assumption: employee only about $282,633 at 4% or $188,422 at 6%; with 50% employer match about $188,422 at 4% or $125,615 at 6%; with 100% employer match about $141,317 at 4% or $94,211 at 6%.
199915$980,575$39,242$7,848iApproximate average salary by contribution assumption: employee only about $196,210 at 4% or $130,807 at 6%; with 50% employer match about $130,807 at 4% or $87,204 at 6%; with 100% employer match about $98,105 at 4% or $65,403 at 6%.
Michael G. Berger Retirement Trust-5$980,575$39,242$7,848iApproximate average salary by contribution assumption: employee only about $196,210 at 4% or $130,807 at 6%; with 50% employer match about $130,807 at 4% or $87,204 at 6%; with 100% employer match about $98,105 at 4% or $65,403 at 6%.