Civic Intelligence

Siegel & Bergman LLC

Plan context: Siegel & Bergman LLC 401(K) Profit Sharing Plan

EIN 20-4864930 • Morristown, NJ • 18 filings • 2 plans

365 South StreetMorristown, NJ 07960
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,933,980

2024 Contributions

$54,003

Historical Graphs

Total Assets Over Time

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

$2,933,980$1,466,990$0200620152023YearValue
$2,933,980Latest year 2023

Participants Over Time

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

530200620152023YearValue
4Latest year 2023

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
202410$0$54,003-
Siegel & Bergman LLC 401(K) Profit Sharing Plan-0$0$54,003-
202314$2,933,980$115,729$28,932iApproximate average salary by contribution assumption: employee only about $723,306 at 4% or $482,204 at 6%; with 50% employer match about $482,204 at 4% or $321,469 at 6%; with 100% employer match about $361,653 at 4% or $241,102 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$2,933,980$115,729$28,932iApproximate average salary by contribution assumption: employee only about $723,306 at 4% or $482,204 at 6%; with 50% employer match about $482,204 at 4% or $321,469 at 6%; with 100% employer match about $361,653 at 4% or $241,102 at 6%.
202215$2,561,788$112,427$22,485iApproximate average salary by contribution assumption: employee only about $562,135 at 4% or $374,757 at 6%; with 50% employer match about $374,757 at 4% or $249,838 at 6%; with 100% employer match about $281,068 at 4% or $187,378 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$2,561,788$112,427$22,485iApproximate average salary by contribution assumption: employee only about $562,135 at 4% or $374,757 at 6%; with 50% employer match about $374,757 at 4% or $249,838 at 6%; with 100% employer match about $281,068 at 4% or $187,378 at 6%.
202115$2,763,466$115,781$23,156iApproximate average salary by contribution assumption: employee only about $578,905 at 4% or $385,937 at 6%; with 50% employer match about $385,937 at 4% or $257,291 at 6%; with 100% employer match about $289,453 at 4% or $192,968 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$2,763,466$115,781$23,156iApproximate average salary by contribution assumption: employee only about $578,905 at 4% or $385,937 at 6%; with 50% employer match about $385,937 at 4% or $257,291 at 6%; with 100% employer match about $289,453 at 4% or $192,968 at 6%.
202015$2,267,810$114,592$22,918iApproximate average salary by contribution assumption: employee only about $572,960 at 4% or $381,973 at 6%; with 50% employer match about $381,973 at 4% or $254,649 at 6%; with 100% employer match about $286,480 at 4% or $190,987 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$2,267,810$114,592$22,918iApproximate average salary by contribution assumption: employee only about $572,960 at 4% or $381,973 at 6%; with 50% employer match about $381,973 at 4% or $254,649 at 6%; with 100% employer match about $286,480 at 4% or $190,987 at 6%.
201915$1,970,440$112,699$22,540iApproximate average salary by contribution assumption: employee only about $563,495 at 4% or $375,663 at 6%; with 50% employer match about $375,663 at 4% or $250,442 at 6%; with 100% employer match about $281,748 at 4% or $187,832 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$1,970,440$112,699$22,540iApproximate average salary by contribution assumption: employee only about $563,495 at 4% or $375,663 at 6%; with 50% employer match about $375,663 at 4% or $250,442 at 6%; with 100% employer match about $281,748 at 4% or $187,832 at 6%.
201815$1,561,896$117,465$23,493iApproximate average salary by contribution assumption: employee only about $587,325 at 4% or $391,550 at 6%; with 50% employer match about $391,550 at 4% or $261,033 at 6%; with 100% employer match about $293,663 at 4% or $195,775 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$1,561,896$117,465$23,493iApproximate average salary by contribution assumption: employee only about $587,325 at 4% or $391,550 at 6%; with 50% employer match about $391,550 at 4% or $261,033 at 6%; with 100% employer match about $293,663 at 4% or $195,775 at 6%.
201714$1,532,341$112,337$28,084iApproximate average salary by contribution assumption: employee only about $702,106 at 4% or $468,071 at 6%; with 50% employer match about $468,071 at 4% or $312,047 at 6%; with 100% employer match about $351,053 at 4% or $234,035 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$1,532,341$112,337$28,084iApproximate average salary by contribution assumption: employee only about $702,106 at 4% or $468,071 at 6%; with 50% employer match about $468,071 at 4% or $312,047 at 6%; with 100% employer match about $351,053 at 4% or $234,035 at 6%.
201615$1,276,859$113,351$22,670iApproximate average salary by contribution assumption: employee only about $566,755 at 4% or $377,837 at 6%; with 50% employer match about $377,837 at 4% or $251,891 at 6%; with 100% employer match about $283,378 at 4% or $188,918 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$1,276,859$113,351$22,670iApproximate average salary by contribution assumption: employee only about $566,755 at 4% or $377,837 at 6%; with 50% employer match about $377,837 at 4% or $251,891 at 6%; with 100% employer match about $283,378 at 4% or $188,918 at 6%.
201515$1,071,656$113,446$22,689iApproximate average salary by contribution assumption: employee only about $567,230 at 4% or $378,153 at 6%; with 50% employer match about $378,153 at 4% or $252,102 at 6%; with 100% employer match about $283,615 at 4% or $189,077 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$1,071,656$113,446$22,689iApproximate average salary by contribution assumption: employee only about $567,230 at 4% or $378,153 at 6%; with 50% employer match about $378,153 at 4% or $252,102 at 6%; with 100% employer match about $283,615 at 4% or $189,077 at 6%.
201415$964,901$104,478$20,896iApproximate average salary by contribution assumption: employee only about $522,390 at 4% or $348,260 at 6%; with 50% employer match about $348,260 at 4% or $232,173 at 6%; with 100% employer match about $261,195 at 4% or $174,130 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$964,901$104,478$20,896iApproximate average salary by contribution assumption: employee only about $522,390 at 4% or $348,260 at 6%; with 50% employer match about $348,260 at 4% or $232,173 at 6%; with 100% employer match about $261,195 at 4% or $174,130 at 6%.
201315$802,613$103,529$20,706iApproximate average salary by contribution assumption: employee only about $517,645 at 4% or $345,097 at 6%; with 50% employer match about $345,097 at 4% or $230,064 at 6%; with 100% employer match about $258,823 at 4% or $172,548 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$802,613$103,529$20,706iApproximate average salary by contribution assumption: employee only about $517,645 at 4% or $345,097 at 6%; with 50% employer match about $345,097 at 4% or $230,064 at 6%; with 100% employer match about $258,823 at 4% or $172,548 at 6%.
201215$646,420$135,037$27,007iApproximate average salary by contribution assumption: employee only about $675,185 at 4% or $450,123 at 6%; with 50% employer match about $450,123 at 4% or $300,082 at 6%; with 100% employer match about $337,593 at 4% or $225,062 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-5$646,420$135,037$27,007iApproximate average salary by contribution assumption: employee only about $675,185 at 4% or $450,123 at 6%; with 50% employer match about $450,123 at 4% or $300,082 at 6%; with 100% employer match about $337,593 at 4% or $225,062 at 6%.
201114$500,469$96,438$24,110iApproximate average salary by contribution assumption: employee only about $602,738 at 4% or $401,825 at 6%; with 50% employer match about $401,825 at 4% or $267,883 at 6%; with 100% employer match about $301,369 at 4% or $200,913 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$500,469$96,438$24,110iApproximate average salary by contribution assumption: employee only about $602,738 at 4% or $401,825 at 6%; with 50% employer match about $401,825 at 4% or $267,883 at 6%; with 100% employer match about $301,369 at 4% or $200,913 at 6%.
201014$373,809$86,325$21,581iApproximate average salary by contribution assumption: employee only about $539,531 at 4% or $359,688 at 6%; with 50% employer match about $359,688 at 4% or $239,792 at 6%; with 100% employer match about $269,766 at 4% or $179,844 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$373,809$86,325$21,581iApproximate average salary by contribution assumption: employee only about $539,531 at 4% or $359,688 at 6%; with 50% employer match about $359,688 at 4% or $239,792 at 6%; with 100% employer match about $269,766 at 4% or $179,844 at 6%.
200914$284,151$111,717$27,929iApproximate average salary by contribution assumption: employee only about $698,231 at 4% or $465,488 at 6%; with 50% employer match about $465,488 at 4% or $310,325 at 6%; with 100% employer match about $349,116 at 4% or $232,744 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$284,151$111,717$27,929iApproximate average salary by contribution assumption: employee only about $698,231 at 4% or $465,488 at 6%; with 50% employer match about $465,488 at 4% or $310,325 at 6%; with 100% employer match about $349,116 at 4% or $232,744 at 6%.
200814$153,430$84,312$21,078iApproximate average salary by contribution assumption: employee only about $526,950 at 4% or $351,300 at 6%; with 50% employer match about $351,300 at 4% or $234,200 at 6%; with 100% employer match about $263,475 at 4% or $175,650 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$153,430$84,312$21,078iApproximate average salary by contribution assumption: employee only about $526,950 at 4% or $351,300 at 6%; with 50% employer match about $351,300 at 4% or $234,200 at 6%; with 100% employer match about $263,475 at 4% or $175,650 at 6%.
200614$22,418$23,069$5,767iApproximate average salary by contribution assumption: employee only about $144,181 at 4% or $96,121 at 6%; with 50% employer match about $96,121 at 4% or $64,081 at 6%; with 100% employer match about $72,091 at 4% or $48,060 at 6%.
Siegel & Bergman LLC 401(K) Profit Sharing Plan-4$22,418$23,069$5,767iApproximate average salary by contribution assumption: employee only about $144,181 at 4% or $96,121 at 6%; with 50% employer match about $96,121 at 4% or $64,081 at 6%; with 100% employer match about $72,091 at 4% or $48,060 at 6%.