Civic Intelligence

Richard T. Bergstrom, M.D.

Plan context: Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan

EIN 20-0284750 • Redding, CA • 13 filings • 1 plans

3305 Placer Street, Suite ARedding, CA 96001
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,290,483

2024 Contributions

$106,321

Historical Graphs

Total Assets Over Time

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

$2,290,483$1,145,242$0201220182024YearValue
$2,290,483Latest year 2024

Participants Over Time

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

1260201220182024YearValue
12Latest 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
2024112$2,290,483$106,321$8,860iApproximate average salary by contribution assumption: employee only about $221,502 at 4% or $147,668 at 6%; with 50% employer match about $147,668 at 4% or $98,445 at 6%; with 100% employer match about $110,751 at 4% or $73,834 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-12$2,290,483$106,321$8,860iApproximate average salary by contribution assumption: employee only about $221,502 at 4% or $147,668 at 6%; with 50% employer match about $147,668 at 4% or $98,445 at 6%; with 100% employer match about $110,751 at 4% or $73,834 at 6%.
2023111$1,988,403$102,577$9,325iApproximate average salary by contribution assumption: employee only about $233,130 at 4% or $155,420 at 6%; with 50% employer match about $155,420 at 4% or $103,613 at 6%; with 100% employer match about $116,565 at 4% or $77,710 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-11$1,988,403$102,577$9,325iApproximate average salary by contribution assumption: employee only about $233,130 at 4% or $155,420 at 6%; with 50% employer match about $155,420 at 4% or $103,613 at 6%; with 100% employer match about $116,565 at 4% or $77,710 at 6%.
202219$1,746,996$90,773$10,086iApproximate average salary by contribution assumption: employee only about $252,147 at 4% or $168,098 at 6%; with 50% employer match about $168,098 at 4% or $112,065 at 6%; with 100% employer match about $126,074 at 4% or $84,049 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-9$1,746,996$90,773$10,086iApproximate average salary by contribution assumption: employee only about $252,147 at 4% or $168,098 at 6%; with 50% employer match about $168,098 at 4% or $112,065 at 6%; with 100% employer match about $126,074 at 4% or $84,049 at 6%.
202119$2,031,881$91,951$10,217iApproximate average salary by contribution assumption: employee only about $255,419 at 4% or $170,280 at 6%; with 50% employer match about $170,280 at 4% or $113,520 at 6%; with 100% employer match about $127,710 at 4% or $85,140 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-9$2,031,881$91,951$10,217iApproximate average salary by contribution assumption: employee only about $255,419 at 4% or $170,280 at 6%; with 50% employer match about $170,280 at 4% or $113,520 at 6%; with 100% employer match about $127,710 at 4% or $85,140 at 6%.
202019$1,736,236$81,731$9,081iApproximate average salary by contribution assumption: employee only about $227,031 at 4% or $151,354 at 6%; with 50% employer match about $151,354 at 4% or $100,902 at 6%; with 100% employer match about $113,515 at 4% or $75,677 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-9$1,736,236$81,731$9,081iApproximate average salary by contribution assumption: employee only about $227,031 at 4% or $151,354 at 6%; with 50% employer match about $151,354 at 4% or $100,902 at 6%; with 100% employer match about $113,515 at 4% or $75,677 at 6%.
201918$1,442,226$77,799$9,725iApproximate average salary by contribution assumption: employee only about $243,122 at 4% or $162,081 at 6%; with 50% employer match about $162,081 at 4% or $108,054 at 6%; with 100% employer match about $121,561 at 4% or $81,041 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-8$1,442,226$77,799$9,725iApproximate average salary by contribution assumption: employee only about $243,122 at 4% or $162,081 at 6%; with 50% employer match about $162,081 at 4% or $108,054 at 6%; with 100% employer match about $121,561 at 4% or $81,041 at 6%.
201819$1,133,706$73,185$8,132iApproximate average salary by contribution assumption: employee only about $203,292 at 4% or $135,528 at 6%; with 50% employer match about $135,528 at 4% or $90,352 at 6%; with 100% employer match about $101,646 at 4% or $67,764 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-9$1,133,706$73,185$8,132iApproximate average salary by contribution assumption: employee only about $203,292 at 4% or $135,528 at 6%; with 50% employer match about $135,528 at 4% or $90,352 at 6%; with 100% employer match about $101,646 at 4% or $67,764 at 6%.
201718$1,169,695$64,526$8,066iApproximate average salary by contribution assumption: employee only about $201,644 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,619 at 6%; with 100% employer match about $100,822 at 4% or $67,215 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-8$1,169,695$64,526$8,066iApproximate average salary by contribution assumption: employee only about $201,644 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,619 at 6%; with 100% employer match about $100,822 at 4% or $67,215 at 6%.
2016111$964,178$66,694$6,063iApproximate average salary by contribution assumption: employee only about $151,577 at 4% or $101,052 at 6%; with 50% employer match about $101,052 at 4% or $67,368 at 6%; with 100% employer match about $75,789 at 4% or $50,526 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-11$964,178$66,694$6,063iApproximate average salary by contribution assumption: employee only about $151,577 at 4% or $101,052 at 6%; with 50% employer match about $101,052 at 4% or $67,368 at 6%; with 100% employer match about $75,789 at 4% or $50,526 at 6%.
2015110$819,020$64,090$6,409iApproximate average salary by contribution assumption: employee only about $160,225 at 4% or $106,817 at 6%; with 50% employer match about $106,817 at 4% or $71,211 at 6%; with 100% employer match about $80,113 at 4% or $53,408 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-10$819,020$64,090$6,409iApproximate average salary by contribution assumption: employee only about $160,225 at 4% or $106,817 at 6%; with 50% employer match about $106,817 at 4% or $71,211 at 6%; with 100% employer match about $80,113 at 4% or $53,408 at 6%.
2014110$785,886$64,390$6,439iApproximate average salary by contribution assumption: employee only about $160,975 at 4% or $107,317 at 6%; with 50% employer match about $107,317 at 4% or $71,544 at 6%; with 100% employer match about $80,488 at 4% or $53,658 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-10$785,886$64,390$6,439iApproximate average salary by contribution assumption: employee only about $160,975 at 4% or $107,317 at 6%; with 50% employer match about $107,317 at 4% or $71,544 at 6%; with 100% employer match about $80,488 at 4% or $53,658 at 6%.
2013110$690,828$66,184$6,618iApproximate average salary by contribution assumption: employee only about $165,460 at 4% or $110,307 at 6%; with 50% employer match about $110,307 at 4% or $73,538 at 6%; with 100% employer match about $82,730 at 4% or $55,153 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-10$690,828$66,184$6,618iApproximate average salary by contribution assumption: employee only about $165,460 at 4% or $110,307 at 6%; with 50% employer match about $110,307 at 4% or $73,538 at 6%; with 100% employer match about $82,730 at 4% or $55,153 at 6%.
201217$540,721$46,775$6,682iApproximate average salary by contribution assumption: employee only about $167,054 at 4% or $111,369 at 6%; with 50% employer match about $111,369 at 4% or $74,246 at 6%; with 100% employer match about $83,527 at 4% or $55,685 at 6%.
Richard T. Bergstrom, M.D. 401(K) Profit Sharing Plan-7$540,721$46,775$6,682iApproximate average salary by contribution assumption: employee only about $167,054 at 4% or $111,369 at 6%; with 50% employer match about $111,369 at 4% or $74,246 at 6%; with 100% employer match about $83,527 at 4% or $55,685 at 6%.