Jeffrey a. Berger, Phd.
Plan context: Jeffrey a. Berger, Phd. Money Purchase Plan
EIN 22-2775231 • 7 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
1
2004 Assets
$657,639
2004 Contributions
$35,000
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $35,000 | - |
| Jeffrey a. Berger, Phd. Money Purchase Plan | - | 0 | - | $35,000 | - |
| 2003 | 1 | 1 | $657,639 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Jeffrey a. Berger, Phd. Money Purchase Plan | - | 1 | $657,639 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2002 | 1 | 1 | $459,295 | $35,997 | $35,997iApproximate average salary by contribution assumption: employee only about $899,925 at 4% or $599,950 at 6%; with 50% employer match about $599,950 at 4% or $399,967 at 6%; with 100% employer match about $449,963 at 4% or $299,975 at 6%. |
| Jeffrey a. Berger, Phd. Money Purchase Plan | - | 1 | $459,295 | $35,997 | $35,997iApproximate average salary by contribution assumption: employee only about $899,925 at 4% or $599,950 at 6%; with 50% employer match about $599,950 at 4% or $399,967 at 6%; with 100% employer match about $449,963 at 4% or $299,975 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Jeffrey a. Berger, Phd. Money Purchase Plan | - | 1 | - | - | - |
| 2000 | 1 | 1 | $759,082 | $24,046 | $24,046iApproximate average salary by contribution assumption: employee only about $601,150 at 4% or $400,767 at 6%; with 50% employer match about $400,767 at 4% or $267,178 at 6%; with 100% employer match about $300,575 at 4% or $200,383 at 6%. |
| Jeffrey a. Berger, Phd. Money Purchase Plan | - | 1 | $759,082 | $24,046 | $24,046iApproximate average salary by contribution assumption: employee only about $601,150 at 4% or $400,767 at 6%; with 50% employer match about $400,767 at 4% or $267,178 at 6%; with 100% employer match about $300,575 at 4% or $200,383 at 6%. |
| 1999 | 2 | 1 | $936,113 | $23,788 | $23,788iApproximate average salary by contribution assumption: employee only about $594,700 at 4% or $396,467 at 6%; with 50% employer match about $396,467 at 4% or $264,311 at 6%; with 100% employer match about $297,350 at 4% or $198,233 at 6%. |
| Jeffrey a. Berger, Phd. Money Purchase Plan | - | 1 | $936,113 | $23,788 | $23,788iApproximate average salary by contribution assumption: employee only about $594,700 at 4% or $396,467 at 6%; with 50% employer match about $396,467 at 4% or $264,311 at 6%; with 100% employer match about $297,350 at 4% or $198,233 at 6%. |
| Jeffrey a. Berger, Phd. Pension Plan | - | 0 | - | - | - |