Civic Intelligence

David Berg Foundation

Plan context: David Berg Foundation Retirement Plan

EIN 13-3753217 • New York, NY • 32 filings • 2 plans

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800 Fifth AvenueSuite 4GNew York, NY 10065
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$6,009,827

2024 Contributions

$798,378

Historical Graphs

Total Assets Over Time

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

$6,009,827$3,004,914$0200020132024YearValue
$6,009,827Latest year 2024

Participants Over Time

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

420200020132024YearValue
4Latest year 2024

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
202424$6,009,827$798,378$199,595iApproximate average salary by contribution assumption: employee only about $4,989,863 at 4% or $3,326,575 at 6%; with 50% employer match about $3,326,575 at 4% or $2,217,717 at 6%; with 100% employer match about $2,494,931 at 4% or $1,663,288 at 6%.
David Berg Foundation Retirement Plan-4$5,823,881$493,805$123,451iApproximate average salary by contribution assumption: employee only about $3,086,281 at 4% or $2,057,521 at 6%; with 50% employer match about $2,057,521 at 4% or $1,371,681 at 6%; with 100% employer match about $1,543,141 at 4% or $1,028,760 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-4$185,946$304,573$76,143iApproximate average salary by contribution assumption: employee only about $1,903,581 at 4% or $1,269,054 at 6%; with 50% employer match about $1,269,054 at 4% or $846,036 at 6%; with 100% employer match about $951,791 at 4% or $634,527 at 6%.
202323$5,210,230$881,598$293,866iApproximate average salary by contribution assumption: employee only about $7,346,650 at 4% or $4,897,767 at 6%; with 50% employer match about $4,897,767 at 4% or $3,265,178 at 6%; with 100% employer match about $3,673,325 at 4% or $2,448,883 at 6%.
David Berg Foundation Retirement Plan-3$4,984,032$521,742$173,914iApproximate average salary by contribution assumption: employee only about $4,347,850 at 4% or $2,898,567 at 6%; with 50% employer match about $2,898,567 at 4% or $1,932,378 at 6%; with 100% employer match about $2,173,925 at 4% or $1,449,283 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-3$226,198$359,856$119,952iApproximate average salary by contribution assumption: employee only about $2,998,800 at 4% or $1,999,200 at 6%; with 50% employer match about $1,999,200 at 4% or $1,332,800 at 6%; with 100% employer match about $1,499,400 at 4% or $999,600 at 6%.
202223$4,194,890$794,111$264,704iApproximate average salary by contribution assumption: employee only about $6,617,592 at 4% or $4,411,728 at 6%; with 50% employer match about $4,411,728 at 4% or $2,941,152 at 6%; with 100% employer match about $3,308,796 at 4% or $2,205,864 at 6%.
David Berg Foundation Retirement Plan-3$3,986,562$434,789$144,930iApproximate average salary by contribution assumption: employee only about $3,623,242 at 4% or $2,415,494 at 6%; with 50% employer match about $2,415,494 at 4% or $1,610,330 at 6%; with 100% employer match about $1,811,621 at 4% or $1,207,747 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-3$208,328$359,322$119,774iApproximate average salary by contribution assumption: employee only about $2,994,350 at 4% or $1,996,233 at 6%; with 50% employer match about $1,996,233 at 4% or $1,330,822 at 6%; with 100% employer match about $1,497,175 at 4% or $998,117 at 6%.
202123$4,157,069$807,440$269,147iApproximate average salary by contribution assumption: employee only about $6,728,667 at 4% or $4,485,778 at 6%; with 50% employer match about $4,485,778 at 4% or $2,990,519 at 6%; with 100% employer match about $3,364,333 at 4% or $2,242,889 at 6%.
David Berg Foundation Retirement Plan-3$3,948,628$448,863$149,621iApproximate average salary by contribution assumption: employee only about $3,740,525 at 4% or $2,493,683 at 6%; with 50% employer match about $2,493,683 at 4% or $1,662,456 at 6%; with 100% employer match about $1,870,263 at 4% or $1,246,842 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-3$208,441$358,577$119,526iApproximate average salary by contribution assumption: employee only about $2,988,142 at 4% or $1,992,094 at 6%; with 50% employer match about $1,992,094 at 4% or $1,328,063 at 6%; with 100% employer match about $1,494,071 at 4% or $996,047 at 6%.
202024$3,507,212$807,325$201,831iApproximate average salary by contribution assumption: employee only about $5,045,781 at 4% or $3,363,854 at 6%; with 50% employer match about $3,363,854 at 4% or $2,242,569 at 6%; with 100% employer match about $2,522,891 at 4% or $1,681,927 at 6%.
David Berg Foundation Retirement Plan-4$3,287,939$450,389$112,597iApproximate average salary by contribution assumption: employee only about $2,814,931 at 4% or $1,876,621 at 6%; with 50% employer match about $1,876,621 at 4% or $1,251,081 at 6%; with 100% employer match about $1,407,466 at 4% or $938,310 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-4$219,273$356,936$89,234iApproximate average salary by contribution assumption: employee only about $2,230,850 at 4% or $1,487,233 at 6%; with 50% employer match about $1,487,233 at 4% or $991,489 at 6%; with 100% employer match about $1,115,425 at 4% or $743,617 at 6%.
201924$2,704,450$784,565$196,141iApproximate average salary by contribution assumption: employee only about $4,903,531 at 4% or $3,269,021 at 6%; with 50% employer match about $3,269,021 at 4% or $2,179,347 at 6%; with 100% employer match about $2,451,766 at 4% or $1,634,510 at 6%.
David Berg Foundation Retirement Plan-4$2,500,826$454,702$113,676iApproximate average salary by contribution assumption: employee only about $2,841,888 at 4% or $1,894,592 at 6%; with 50% employer match about $1,894,592 at 4% or $1,263,061 at 6%; with 100% employer match about $1,420,944 at 4% or $947,296 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-4$203,624$329,863$82,466iApproximate average salary by contribution assumption: employee only about $2,061,644 at 4% or $1,374,429 at 6%; with 50% employer match about $1,374,429 at 4% or $916,286 at 6%; with 100% employer match about $1,030,822 at 4% or $687,215 at 6%.
201823$1,938,392$971,068$323,689iApproximate average salary by contribution assumption: employee only about $8,092,233 at 4% or $5,394,822 at 6%; with 50% employer match about $5,394,822 at 4% or $3,596,548 at 6%; with 100% employer match about $4,046,117 at 4% or $2,697,411 at 6%.
David Berg Foundation Retirement Plan-3$1,717,631$613,938$204,646iApproximate average salary by contribution assumption: employee only about $5,116,150 at 4% or $3,410,767 at 6%; with 50% employer match about $3,410,767 at 4% or $2,273,844 at 6%; with 100% employer match about $2,558,075 at 4% or $1,705,383 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-3$220,761$357,130$119,043iApproximate average salary by contribution assumption: employee only about $2,976,083 at 4% or $1,984,056 at 6%; with 50% employer match about $1,984,056 at 4% or $1,322,704 at 6%; with 100% employer match about $1,488,042 at 4% or $992,028 at 6%.
201723$1,619,054$479,939$159,980iApproximate average salary by contribution assumption: employee only about $3,999,492 at 4% or $2,666,328 at 6%; with 50% employer match about $2,666,328 at 4% or $1,777,552 at 6%; with 100% employer match about $1,999,746 at 4% or $1,333,164 at 6%.
David Berg Foundation Retirement Plan-3$1,232,627$93,512$31,171iApproximate average salary by contribution assumption: employee only about $779,267 at 4% or $519,511 at 6%; with 50% employer match about $519,511 at 4% or $346,341 at 6%; with 100% employer match about $389,633 at 4% or $259,756 at 6%.
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN-3$386,427$386,427$128,809iApproximate average salary by contribution assumption: employee only about $3,220,225 at 4% or $2,146,817 at 6%; with 50% employer match about $2,146,817 at 4% or $1,431,211 at 6%; with 100% employer match about $1,610,113 at 4% or $1,073,408 at 6%.
201613$979,858$80,190$26,730iApproximate average salary by contribution assumption: employee only about $668,250 at 4% or $445,500 at 6%; with 50% employer match about $445,500 at 4% or $297,000 at 6%; with 100% employer match about $334,125 at 4% or $222,750 at 6%.
David Berg Foundation Retirement Plan-3$979,858$80,190$26,730iApproximate average salary by contribution assumption: employee only about $668,250 at 4% or $445,500 at 6%; with 50% employer match about $445,500 at 4% or $297,000 at 6%; with 100% employer match about $334,125 at 4% or $222,750 at 6%.
201513$853,735$80,291$26,764iApproximate average salary by contribution assumption: employee only about $669,092 at 4% or $446,061 at 6%; with 50% employer match about $446,061 at 4% or $297,374 at 6%; with 100% employer match about $334,546 at 4% or $223,031 at 6%.
David Berg Foundation Retirement Plan-3$853,735$80,291$26,764iApproximate average salary by contribution assumption: employee only about $669,092 at 4% or $446,061 at 6%; with 50% employer match about $446,061 at 4% or $297,374 at 6%; with 100% employer match about $334,546 at 4% or $223,031 at 6%.
201413$789,617$67,167$22,389iApproximate average salary by contribution assumption: employee only about $559,725 at 4% or $373,150 at 6%; with 50% employer match about $373,150 at 4% or $248,767 at 6%; with 100% employer match about $279,863 at 4% or $186,575 at 6%.
David Berg Foundation Retirement Plan-3$789,617$67,167$22,389iApproximate average salary by contribution assumption: employee only about $559,725 at 4% or $373,150 at 6%; with 50% employer match about $373,150 at 4% or $248,767 at 6%; with 100% employer match about $279,863 at 4% or $186,575 at 6%.
201312$733,289$60,897$30,449iApproximate average salary by contribution assumption: employee only about $761,213 at 4% or $507,475 at 6%; with 50% employer match about $507,475 at 4% or $338,317 at 6%; with 100% employer match about $380,606 at 4% or $253,738 at 6%.
David Berg Foundation Retirement Plan-2$733,289$60,897$30,449iApproximate average salary by contribution assumption: employee only about $761,213 at 4% or $507,475 at 6%; with 50% employer match about $507,475 at 4% or $338,317 at 6%; with 100% employer match about $380,606 at 4% or $253,738 at 6%.
201213$684,529$71,599$23,866iApproximate average salary by contribution assumption: employee only about $596,658 at 4% or $397,772 at 6%; with 50% employer match about $397,772 at 4% or $265,181 at 6%; with 100% employer match about $298,329 at 4% or $198,886 at 6%.
David Berg Foundation Retirement Plan-3$684,529$71,599$23,866iApproximate average salary by contribution assumption: employee only about $596,658 at 4% or $397,772 at 6%; with 50% employer match about $397,772 at 4% or $265,181 at 6%; with 100% employer match about $298,329 at 4% or $198,886 at 6%.
201112$571,174$62,503$31,252iApproximate average salary by contribution assumption: employee only about $781,288 at 4% or $520,858 at 6%; with 50% employer match about $520,858 at 4% or $347,239 at 6%; with 100% employer match about $390,644 at 4% or $260,429 at 6%.
David Berg Foundation Retirement Plan-2$571,174$62,503$31,252iApproximate average salary by contribution assumption: employee only about $781,288 at 4% or $520,858 at 6%; with 50% employer match about $520,858 at 4% or $347,239 at 6%; with 100% employer match about $390,644 at 4% or $260,429 at 6%.
201012$568,961$61,553$30,777iApproximate average salary by contribution assumption: employee only about $769,413 at 4% or $512,942 at 6%; with 50% employer match about $512,942 at 4% or $341,961 at 6%; with 100% employer match about $384,706 at 4% or $256,471 at 6%.
David Berg Foundation Retirement Plan-2$568,961$61,553$30,777iApproximate average salary by contribution assumption: employee only about $769,413 at 4% or $512,942 at 6%; with 50% employer match about $512,942 at 4% or $341,961 at 6%; with 100% employer match about $384,706 at 4% or $256,471 at 6%.
200912$491,462$61,286$30,643iApproximate average salary by contribution assumption: employee only about $766,075 at 4% or $510,717 at 6%; with 50% employer match about $510,717 at 4% or $340,478 at 6%; with 100% employer match about $383,038 at 4% or $255,358 at 6%.
David Berg Foundation Retirement Plan-2$491,462$61,286$30,643iApproximate average salary by contribution assumption: employee only about $766,075 at 4% or $510,717 at 6%; with 50% employer match about $510,717 at 4% or $340,478 at 6%; with 100% employer match about $383,038 at 4% or $255,358 at 6%.
200812$400,172$57,762$28,881iApproximate average salary by contribution assumption: employee only about $722,025 at 4% or $481,350 at 6%; with 50% employer match about $481,350 at 4% or $320,900 at 6%; with 100% employer match about $361,013 at 4% or $240,675 at 6%.
David Berg Foundation Retirement Plan-2$400,172$57,762$28,881iApproximate average salary by contribution assumption: employee only about $722,025 at 4% or $481,350 at 6%; with 50% employer match about $481,350 at 4% or $320,900 at 6%; with 100% employer match about $361,013 at 4% or $240,675 at 6%.
200712$377,059$56,757$28,379iApproximate average salary by contribution assumption: employee only about $709,463 at 4% or $472,975 at 6%; with 50% employer match about $472,975 at 4% or $315,317 at 6%; with 100% employer match about $354,731 at 4% or $236,488 at 6%.
David Berg Foundation Retirement Plan-2$377,059$56,757$28,379iApproximate average salary by contribution assumption: employee only about $709,463 at 4% or $472,975 at 6%; with 50% employer match about $472,975 at 4% or $315,317 at 6%; with 100% employer match about $354,731 at 4% or $236,488 at 6%.
200612$304,238$54,175$27,088iApproximate average salary by contribution assumption: employee only about $677,188 at 4% or $451,458 at 6%; with 50% employer match about $451,458 at 4% or $300,972 at 6%; with 100% employer match about $338,594 at 4% or $225,729 at 6%.
David Berg Foundation Retirement Plan-2$304,238$54,175$27,088iApproximate average salary by contribution assumption: employee only about $677,188 at 4% or $451,458 at 6%; with 50% employer match about $451,458 at 4% or $300,972 at 6%; with 100% employer match about $338,594 at 4% or $225,729 at 6%.
200512$234,056$50,945$25,473iApproximate average salary by contribution assumption: employee only about $636,813 at 4% or $424,542 at 6%; with 50% employer match about $424,542 at 4% or $283,028 at 6%; with 100% employer match about $318,406 at 4% or $212,271 at 6%.
David Berg Foundation Retirement Plan-2$234,056$50,945$25,473iApproximate average salary by contribution assumption: employee only about $636,813 at 4% or $424,542 at 6%; with 50% employer match about $424,542 at 4% or $283,028 at 6%; with 100% employer match about $318,406 at 4% or $212,271 at 6%.
200412$177,901$47,692$23,846iApproximate average salary by contribution assumption: employee only about $596,150 at 4% or $397,433 at 6%; with 50% employer match about $397,433 at 4% or $264,956 at 6%; with 100% employer match about $298,075 at 4% or $198,717 at 6%.
David Berg Foundation Retirement Plan-2$177,901$47,692$23,846iApproximate average salary by contribution assumption: employee only about $596,150 at 4% or $397,433 at 6%; with 50% employer match about $397,433 at 4% or $264,956 at 6%; with 100% employer match about $298,075 at 4% or $198,717 at 6%.
200211$84,316$34,149$34,149iApproximate average salary by contribution assumption: employee only about $853,725 at 4% or $569,150 at 6%; with 50% employer match about $569,150 at 4% or $379,433 at 6%; with 100% employer match about $426,863 at 4% or $284,575 at 6%.
David Berg Foundation Retirement Plan-1$84,316$34,149$34,149iApproximate average salary by contribution assumption: employee only about $853,725 at 4% or $569,150 at 6%; with 50% employer match about $569,150 at 4% or $379,433 at 6%; with 100% employer match about $426,863 at 4% or $284,575 at 6%.
200111$0$0-
David Berg Foundation Retirement Plan-1---
200011$14,985$14,985$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.
David Berg Foundation Retirement Plan-1$14,985$14,985$14,985iApproximate average salary by contribution assumption: employee only about $374,625 at 4% or $249,750 at 6%; with 50% employer match about $249,750 at 4% or $166,500 at 6%; with 100% employer match about $187,313 at 4% or $124,875 at 6%.