Civic Intelligence

Ronald Berg, D.D.S.

Plan context: Ronald Berg, D.D.S. Defined Benefit Plan

EIN 14-1564795 • Monticello, NY • 20 filings • 5 plans

P.O. Box 1257Monticello, NY 12701
Current Snapshot

Latest Year

2012

2012 Participants

5

2012 Assets

$3,871,356

2012 Contributions

$333,476

Historical Graphs

Total Assets Over Time

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

$3,871,356$1,935,678$0199920052011YearValue
$3,871,356Latest year 2011

Participants Over Time

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

530199920062012YearValue
5Latest year 2012

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
201225$0$0-
RONALD BERG, DDS 401(K) PROFIT SHARING PLAN-5$0--
Ronald Berg, D.D.S. Defined Benefit Plan-4$0--
201124$3,871,356$333,476$83,369iApproximate average salary by contribution assumption: employee only about $2,084,225 at 4% or $1,389,483 at 6%; with 50% employer match about $1,389,483 at 4% or $926,322 at 6%; with 100% employer match about $1,042,113 at 4% or $694,742 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-4$3,494,114$250,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
RONALD BERG, DDS 401(K) PROFIT SHARING PLAN-4$377,242$83,476$20,869iApproximate average salary by contribution assumption: employee only about $521,725 at 4% or $347,817 at 6%; with 50% employer match about $347,817 at 4% or $231,878 at 6%; with 100% employer match about $260,863 at 4% or $173,908 at 6%.
201025$3,556,221$383,830$76,766iApproximate average salary by contribution assumption: employee only about $1,919,150 at 4% or $1,279,433 at 6%; with 50% employer match about $1,279,433 at 4% or $852,956 at 6%; with 100% employer match about $959,575 at 4% or $639,717 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-5$3,260,089$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
RONALD BERG, DDS 401(K) PROFIT SHARING PLAN-5$296,132$83,830$16,766iApproximate average salary by contribution assumption: employee only about $419,150 at 4% or $279,433 at 6%; with 50% employer match about $279,433 at 4% or $186,289 at 6%; with 100% employer match about $209,575 at 4% or $139,717 at 6%.
200925$3,250,957$381,281$76,256iApproximate average salary by contribution assumption: employee only about $1,906,405 at 4% or $1,270,937 at 6%; with 50% employer match about $1,270,937 at 4% or $847,291 at 6%; with 100% employer match about $953,203 at 4% or $635,468 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-4$3,028,500$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
RONALD BERG, DDS 401(K) PROFIT SHARING PLAN-5$222,457$81,281$16,256iApproximate average salary by contribution assumption: employee only about $406,405 at 4% or $270,937 at 6%; with 50% employer match about $270,937 at 4% or $180,624 at 6%; with 100% employer match about $203,203 at 4% or $135,468 at 6%.
200824$2,822,237$75,935$18,984iApproximate average salary by contribution assumption: employee only about $474,594 at 4% or $316,396 at 6%; with 50% employer match about $316,396 at 4% or $210,931 at 6%; with 100% employer match about $237,297 at 4% or $158,198 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-4$2,681,970--
RONALD BERG, DDS 401K PROFIT SHARING PLAN-4$140,267$75,935$18,984iApproximate average salary by contribution assumption: employee only about $474,594 at 4% or $316,396 at 6%; with 50% employer match about $316,396 at 4% or $210,931 at 6%; with 100% employer match about $237,297 at 4% or $158,198 at 6%.
200725$0$0-
Ronald Berg, D.D.S. Defined Benefit Plan-5---
RONALD BERG, DDS 401K PROFIT SHARING PLAN-4---
200614$2,456,764$277,000$69,250iApproximate average salary by contribution assumption: employee only about $1,731,250 at 4% or $1,154,167 at 6%; with 50% employer match about $1,154,167 at 4% or $769,444 at 6%; with 100% employer match about $865,625 at 4% or $577,083 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-4$2,456,764$277,000$69,250iApproximate average salary by contribution assumption: employee only about $1,731,250 at 4% or $1,154,167 at 6%; with 50% employer match about $1,154,167 at 4% or $769,444 at 6%; with 100% employer match about $865,625 at 4% or $577,083 at 6%.
200514$2,059,362$290,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-4$2,059,362$290,000$72,500iApproximate average salary by contribution assumption: employee only about $1,812,500 at 4% or $1,208,333 at 6%; with 50% employer match about $1,208,333 at 4% or $805,556 at 6%; with 100% employer match about $906,250 at 4% or $604,167 at 6%.
200413$1,722,267$222,368$74,123iApproximate average salary by contribution assumption: employee only about $1,853,067 at 4% or $1,235,378 at 6%; with 50% employer match about $1,235,378 at 4% or $823,585 at 6%; with 100% employer match about $926,533 at 4% or $617,689 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-3$1,722,267$222,368$74,123iApproximate average salary by contribution assumption: employee only about $1,853,067 at 4% or $1,235,378 at 6%; with 50% employer match about $1,235,378 at 4% or $823,585 at 6%; with 100% employer match about $926,533 at 4% or $617,689 at 6%.
200313$1,457,062$244,345$81,448iApproximate average salary by contribution assumption: employee only about $2,036,208 at 4% or $1,357,472 at 6%; with 50% employer match about $1,357,472 at 4% or $904,981 at 6%; with 100% employer match about $1,018,104 at 4% or $678,736 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-3$1,457,062$244,345$81,448iApproximate average salary by contribution assumption: employee only about $2,036,208 at 4% or $1,357,472 at 6%; with 50% employer match about $1,357,472 at 4% or $904,981 at 6%; with 100% employer match about $1,018,104 at 4% or $678,736 at 6%.
200212$1,122,328$185,239$92,620iApproximate average salary by contribution assumption: employee only about $2,315,488 at 4% or $1,543,658 at 6%; with 50% employer match about $1,543,658 at 4% or $1,029,106 at 6%; with 100% employer match about $1,157,744 at 4% or $771,829 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-2$1,122,328$185,239$92,620iApproximate average salary by contribution assumption: employee only about $2,315,488 at 4% or $1,543,658 at 6%; with 50% employer match about $1,543,658 at 4% or $1,029,106 at 6%; with 100% employer match about $1,157,744 at 4% or $771,829 at 6%.
200113$957,132$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-3$957,132$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
200013$796,226$132,324$44,108iApproximate average salary by contribution assumption: employee only about $1,102,700 at 4% or $735,133 at 6%; with 50% employer match about $735,133 at 4% or $490,089 at 6%; with 100% employer match about $551,350 at 4% or $367,567 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-3$796,226$132,324$44,108iApproximate average salary by contribution assumption: employee only about $1,102,700 at 4% or $735,133 at 6%; with 50% employer match about $735,133 at 4% or $490,089 at 6%; with 100% employer match about $551,350 at 4% or $367,567 at 6%.
199913$418,289$118,004$39,335iApproximate average salary by contribution assumption: employee only about $983,367 at 4% or $655,578 at 6%; with 50% employer match about $655,578 at 4% or $437,052 at 6%; with 100% employer match about $491,683 at 4% or $327,789 at 6%.
Ronald Berg, D.D.S. Defined Benefit Plan-3$418,289$118,004$39,335iApproximate average salary by contribution assumption: employee only about $983,367 at 4% or $655,578 at 6%; with 50% employer match about $655,578 at 4% or $437,052 at 6%; with 100% employer match about $491,683 at 4% or $327,789 at 6%.