Berger & Berger
Plan context: Berger & Berger Profit Sharing Plan
EIN 16-1548680 • Williamsville, NY • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,904,945
2024 Contributions
$50,228
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $1,904,945 | $50,228 | $10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 5 | $1,904,945 | $50,228 | $10,046iApproximate average salary by contribution assumption: employee only about $251,140 at 4% or $167,427 at 6%; with 50% employer match about $167,427 at 4% or $111,618 at 6%; with 100% employer match about $125,570 at 4% or $83,713 at 6%. |
| 2023 | 1 | 4 | $1,765,624 | $37,680 | $9,420iApproximate average salary by contribution assumption: employee only about $235,500 at 4% or $157,000 at 6%; with 50% employer match about $157,000 at 4% or $104,667 at 6%; with 100% employer match about $117,750 at 4% or $78,500 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 4 | $1,765,624 | $37,680 | $9,420iApproximate average salary by contribution assumption: employee only about $235,500 at 4% or $157,000 at 6%; with 50% employer match about $157,000 at 4% or $104,667 at 6%; with 100% employer match about $117,750 at 4% or $78,500 at 6%. |
| 2022 | 1 | 4 | $1,477,813 | $39,491 | $9,873iApproximate average salary by contribution assumption: employee only about $246,819 at 4% or $164,546 at 6%; with 50% employer match about $164,546 at 4% or $109,697 at 6%; with 100% employer match about $123,409 at 4% or $82,273 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 4 | $1,477,813 | $39,491 | $9,873iApproximate average salary by contribution assumption: employee only about $246,819 at 4% or $164,546 at 6%; with 50% employer match about $164,546 at 4% or $109,697 at 6%; with 100% employer match about $123,409 at 4% or $82,273 at 6%. |
| 2021 | 1 | 5 | $1,739,494 | $22,637 | $4,527iApproximate average salary by contribution assumption: employee only about $113,185 at 4% or $75,457 at 6%; with 50% employer match about $75,457 at 4% or $50,304 at 6%; with 100% employer match about $56,592 at 4% or $37,728 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 5 | $1,739,494 | $22,637 | $4,527iApproximate average salary by contribution assumption: employee only about $113,185 at 4% or $75,457 at 6%; with 50% employer match about $75,457 at 4% or $50,304 at 6%; with 100% employer match about $56,592 at 4% or $37,728 at 6%. |
| 2020 | 1 | 6 | $1,677,831 | $9,681 | $1,614iApproximate average salary by contribution assumption: employee only about $40,338 at 4% or $26,892 at 6%; with 50% employer match about $26,892 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $1,677,831 | $9,681 | $1,614iApproximate average salary by contribution assumption: employee only about $40,338 at 4% or $26,892 at 6%; with 50% employer match about $26,892 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%. |
| 2019 | 1 | 5 | $1,421,616 | $12,721 | $2,544iApproximate average salary by contribution assumption: employee only about $63,605 at 4% or $42,403 at 6%; with 50% employer match about $42,403 at 4% or $28,269 at 6%; with 100% employer match about $31,802 at 4% or $21,202 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 5 | $1,421,616 | $12,721 | $2,544iApproximate average salary by contribution assumption: employee only about $63,605 at 4% or $42,403 at 6%; with 50% employer match about $42,403 at 4% or $28,269 at 6%; with 100% employer match about $31,802 at 4% or $21,202 at 6%. |
| 2018 | 1 | 6 | $1,309,846 | $38,194 | $6,366iApproximate average salary by contribution assumption: employee only about $159,142 at 4% or $106,094 at 6%; with 50% employer match about $106,094 at 4% or $70,730 at 6%; with 100% employer match about $79,571 at 4% or $53,047 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $1,309,846 | $38,194 | $6,366iApproximate average salary by contribution assumption: employee only about $159,142 at 4% or $106,094 at 6%; with 50% employer match about $106,094 at 4% or $70,730 at 6%; with 100% employer match about $79,571 at 4% or $53,047 at 6%. |
| 2017 | 1 | 5 | $1,345,692 | $10,894 | $2,179iApproximate average salary by contribution assumption: employee only about $54,470 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,209 at 6%; with 100% employer match about $27,235 at 4% or $18,157 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 5 | $1,345,692 | $10,894 | $2,179iApproximate average salary by contribution assumption: employee only about $54,470 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,209 at 6%; with 100% employer match about $27,235 at 4% or $18,157 at 6%. |
| 2016 | 1 | 5 | $1,369,706 | $10,052 | $2,010iApproximate average salary by contribution assumption: employee only about $50,260 at 4% or $33,507 at 6%; with 50% employer match about $33,507 at 4% or $22,338 at 6%; with 100% employer match about $25,130 at 4% or $16,753 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 5 | $1,369,706 | $10,052 | $2,010iApproximate average salary by contribution assumption: employee only about $50,260 at 4% or $33,507 at 6%; with 50% employer match about $33,507 at 4% or $22,338 at 6%; with 100% employer match about $25,130 at 4% or $16,753 at 6%. |
| 2015 | 1 | 6 | $1,300,745 | $15,282 | $2,547iApproximate average salary by contribution assumption: employee only about $63,675 at 4% or $42,450 at 6%; with 50% employer match about $42,450 at 4% or $28,300 at 6%; with 100% employer match about $31,838 at 4% or $21,225 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $1,300,745 | $15,282 | $2,547iApproximate average salary by contribution assumption: employee only about $63,675 at 4% or $42,450 at 6%; with 50% employer match about $42,450 at 4% or $28,300 at 6%; with 100% employer match about $31,838 at 4% or $21,225 at 6%. |
| 2014 | 1 | 6 | $1,262,706 | $14,192 | $2,365iApproximate average salary by contribution assumption: employee only about $59,133 at 4% or $39,422 at 6%; with 50% employer match about $39,422 at 4% or $26,281 at 6%; with 100% employer match about $29,567 at 4% or $19,711 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $1,262,706 | $14,192 | $2,365iApproximate average salary by contribution assumption: employee only about $59,133 at 4% or $39,422 at 6%; with 50% employer match about $39,422 at 4% or $26,281 at 6%; with 100% employer match about $29,567 at 4% or $19,711 at 6%. |
| 2013 | 1 | 6 | $1,243,294 | $22,884 | $3,814iApproximate average salary by contribution assumption: employee only about $95,350 at 4% or $63,567 at 6%; with 50% employer match about $63,567 at 4% or $42,378 at 6%; with 100% employer match about $47,675 at 4% or $31,783 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $1,243,294 | $22,884 | $3,814iApproximate average salary by contribution assumption: employee only about $95,350 at 4% or $63,567 at 6%; with 50% employer match about $63,567 at 4% or $42,378 at 6%; with 100% employer match about $47,675 at 4% or $31,783 at 6%. |
| 2012 | 1 | 6 | $1,056,601 | $24,995 | $4,166iApproximate average salary by contribution assumption: employee only about $104,146 at 4% or $69,431 at 6%; with 50% employer match about $69,431 at 4% or $46,287 at 6%; with 100% employer match about $52,073 at 4% or $34,715 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $1,056,601 | $24,995 | $4,166iApproximate average salary by contribution assumption: employee only about $104,146 at 4% or $69,431 at 6%; with 50% employer match about $69,431 at 4% or $46,287 at 6%; with 100% employer match about $52,073 at 4% or $34,715 at 6%. |
| 2011 | 1 | 6 | $930,377 | $22,314 | $3,719iApproximate average salary by contribution assumption: employee only about $92,975 at 4% or $61,983 at 6%; with 50% employer match about $61,983 at 4% or $41,322 at 6%; with 100% employer match about $46,488 at 4% or $30,992 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $930,377 | $22,314 | $3,719iApproximate average salary by contribution assumption: employee only about $92,975 at 4% or $61,983 at 6%; with 50% employer match about $61,983 at 4% or $41,322 at 6%; with 100% employer match about $46,488 at 4% or $30,992 at 6%. |
| 2010 | 1 | 8 | $1,010,992 | $15,448 | $1,931iApproximate average salary by contribution assumption: employee only about $48,275 at 4% or $32,183 at 6%; with 50% employer match about $32,183 at 4% or $21,456 at 6%; with 100% employer match about $24,138 at 4% or $16,092 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 8 | $1,010,992 | $15,448 | $1,931iApproximate average salary by contribution assumption: employee only about $48,275 at 4% or $32,183 at 6%; with 50% employer match about $32,183 at 4% or $21,456 at 6%; with 100% employer match about $24,138 at 4% or $16,092 at 6%. |
| 2009 | 1 | 7 | $1,000,230 | $21,901 | $3,129iApproximate average salary by contribution assumption: employee only about $78,218 at 4% or $52,145 at 6%; with 50% employer match about $52,145 at 4% or $34,763 at 6%; with 100% employer match about $39,109 at 4% or $26,073 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 7 | $1,000,230 | $21,901 | $3,129iApproximate average salary by contribution assumption: employee only about $78,218 at 4% or $52,145 at 6%; with 50% employer match about $52,145 at 4% or $34,763 at 6%; with 100% employer match about $39,109 at 4% or $26,073 at 6%. |
| 2008 | 1 | 7 | $671,913 | $48,519 | $6,931iApproximate average salary by contribution assumption: employee only about $173,282 at 4% or $115,521 at 6%; with 50% employer match about $115,521 at 4% or $77,014 at 6%; with 100% employer match about $86,641 at 4% or $57,761 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 7 | $671,913 | $48,519 | $6,931iApproximate average salary by contribution assumption: employee only about $173,282 at 4% or $115,521 at 6%; with 50% employer match about $115,521 at 4% or $77,014 at 6%; with 100% employer match about $86,641 at 4% or $57,761 at 6%. |
| 2007 | 1 | 7 | $977,525 | $58,460 | $8,351iApproximate average salary by contribution assumption: employee only about $208,786 at 4% or $139,190 at 6%; with 50% employer match about $139,190 at 4% or $92,794 at 6%; with 100% employer match about $104,393 at 4% or $69,595 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 7 | $977,525 | $58,460 | $8,351iApproximate average salary by contribution assumption: employee only about $208,786 at 4% or $139,190 at 6%; with 50% employer match about $139,190 at 4% or $92,794 at 6%; with 100% employer match about $104,393 at 4% or $69,595 at 6%. |
| 2006 | 1 | 7 | $917,545 | $56,605 | $8,086iApproximate average salary by contribution assumption: employee only about $202,161 at 4% or $134,774 at 6%; with 50% employer match about $134,774 at 4% or $89,849 at 6%; with 100% employer match about $101,080 at 4% or $67,387 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 7 | $917,545 | $56,605 | $8,086iApproximate average salary by contribution assumption: employee only about $202,161 at 4% or $134,774 at 6%; with 50% employer match about $134,774 at 4% or $89,849 at 6%; with 100% employer match about $101,080 at 4% or $67,387 at 6%. |
| 2005 | 1 | 8 | $739,899 | $60,203 | $7,525iApproximate average salary by contribution assumption: employee only about $188,134 at 4% or $125,423 at 6%; with 50% employer match about $125,423 at 4% or $83,615 at 6%; with 100% employer match about $94,067 at 4% or $62,711 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 8 | $739,899 | $60,203 | $7,525iApproximate average salary by contribution assumption: employee only about $188,134 at 4% or $125,423 at 6%; with 50% employer match about $125,423 at 4% or $83,615 at 6%; with 100% employer match about $94,067 at 4% or $62,711 at 6%. |
| 2004 | 1 | 9 | $797,488 | $56,217 | $6,246iApproximate average salary by contribution assumption: employee only about $156,158 at 4% or $104,106 at 6%; with 50% employer match about $104,106 at 4% or $69,404 at 6%; with 100% employer match about $78,079 at 4% or $52,053 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 9 | $797,488 | $56,217 | $6,246iApproximate average salary by contribution assumption: employee only about $156,158 at 4% or $104,106 at 6%; with 50% employer match about $104,106 at 4% or $69,404 at 6%; with 100% employer match about $78,079 at 4% or $52,053 at 6%. |
| 2003 | 1 | 8 | $712,034 | $53,289 | $6,661iApproximate average salary by contribution assumption: employee only about $166,528 at 4% or $111,019 at 6%; with 50% employer match about $111,019 at 4% or $74,013 at 6%; with 100% employer match about $83,264 at 4% or $55,509 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 8 | $712,034 | $53,289 | $6,661iApproximate average salary by contribution assumption: employee only about $166,528 at 4% or $111,019 at 6%; with 50% employer match about $111,019 at 4% or $74,013 at 6%; with 100% employer match about $83,264 at 4% or $55,509 at 6%. |
| 2002 | 1 | 9 | $317,195 | $48,326 | $5,370iApproximate average salary by contribution assumption: employee only about $134,239 at 4% or $89,493 at 6%; with 50% employer match about $89,493 at 4% or $59,662 at 6%; with 100% employer match about $67,119 at 4% or $44,746 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 9 | $317,195 | $48,326 | $5,370iApproximate average salary by contribution assumption: employee only about $134,239 at 4% or $89,493 at 6%; with 50% employer match about $89,493 at 4% or $59,662 at 6%; with 100% employer match about $67,119 at 4% or $44,746 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Berger & Berger Profit Sharing Plan | - | 7 | - | - | - |
| 1999 | 1 | 6 | $227,985 | $32,386 | $5,398iApproximate average salary by contribution assumption: employee only about $134,942 at 4% or $89,961 at 6%; with 50% employer match about $89,961 at 4% or $59,974 at 6%; with 100% employer match about $67,471 at 4% or $44,981 at 6%. |
| Berger & Berger Profit Sharing Plan | - | 6 | $227,985 | $32,386 | $5,398iApproximate average salary by contribution assumption: employee only about $134,942 at 4% or $89,961 at 6%; with 50% employer match about $89,961 at 4% or $59,974 at 6%; with 100% employer match about $67,471 at 4% or $44,981 at 6%. |