Civic Intelligence

Michael H. Bergman, Clu

Plan context: Michael H. Bergman Clu Pension Plan

EIN 22-3809022 • Danbury, CT • 12 filings • 2 plans

7 Kenosia AvenueSuite 2CDanbury, CT 06810
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,203,651

2023 Contributions

$77,008

Historical Graphs

Total Assets Over Time

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

$1,203,651$601,826$0201220182023YearValue
$1,203,651Latest year 2023

Participants Over Time

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

210201220182023YearValue
2Latest 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
202312$1,203,651$77,008$38,504iApproximate average salary by contribution assumption: employee only about $962,600 at 4% or $641,733 at 6%; with 50% employer match about $641,733 at 4% or $427,822 at 6%; with 100% employer match about $481,300 at 4% or $320,867 at 6%.
Michael H. Bergman Clu Pension Plan-2$1,203,651$77,008$38,504iApproximate average salary by contribution assumption: employee only about $962,600 at 4% or $641,733 at 6%; with 50% employer match about $641,733 at 4% or $427,822 at 6%; with 100% employer match about $481,300 at 4% or $320,867 at 6%.
202212$1,067,297$62,500$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Michael H. Bergman Clu Pension Plan-2$1,067,297$62,500$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
202112$1,185,691$70,850$35,425iApproximate average salary by contribution assumption: employee only about $885,625 at 4% or $590,417 at 6%; with 50% employer match about $590,417 at 4% or $393,611 at 6%; with 100% employer match about $442,813 at 4% or $295,208 at 6%.
Michael H. Bergman Clu Pension Plan-2$1,185,691$70,850$35,425iApproximate average salary by contribution assumption: employee only about $885,625 at 4% or $590,417 at 6%; with 50% employer match about $590,417 at 4% or $393,611 at 6%; with 100% employer match about $442,813 at 4% or $295,208 at 6%.
202012$1,037,839$63,350$31,675iApproximate average salary by contribution assumption: employee only about $791,875 at 4% or $527,917 at 6%; with 50% employer match about $527,917 at 4% or $351,944 at 6%; with 100% employer match about $395,938 at 4% or $263,958 at 6%.
Michael H. Bergman Clu Pension Plan-2$1,037,839$63,350$31,675iApproximate average salary by contribution assumption: employee only about $791,875 at 4% or $527,917 at 6%; with 50% employer match about $527,917 at 4% or $351,944 at 6%; with 100% employer match about $395,938 at 4% or $263,958 at 6%.
201912$948,485$70,992$35,496iApproximate average salary by contribution assumption: employee only about $887,400 at 4% or $591,600 at 6%; with 50% employer match about $591,600 at 4% or $394,400 at 6%; with 100% employer match about $443,700 at 4% or $295,800 at 6%.
Michael H. Bergman Clu Pension Plan-2$948,485$70,992$35,496iApproximate average salary by contribution assumption: employee only about $887,400 at 4% or $591,600 at 6%; with 50% employer match about $591,600 at 4% or $394,400 at 6%; with 100% employer match about $443,700 at 4% or $295,800 at 6%.
201812$1,035,065$56,350$28,175iApproximate average salary by contribution assumption: employee only about $704,375 at 4% or $469,583 at 6%; with 50% employer match about $469,583 at 4% or $313,056 at 6%; with 100% employer match about $352,188 at 4% or $234,792 at 6%.
Michael H. Bergman Clu Pension Plan-2$1,035,065$56,350$28,175iApproximate average salary by contribution assumption: employee only about $704,375 at 4% or $469,583 at 6%; with 50% employer match about $469,583 at 4% or $313,056 at 6%; with 100% employer match about $352,188 at 4% or $234,792 at 6%.
201712$990,383$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
Michael H. Bergman Clu Pension Plan-2$990,383$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
201612$924,107$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
Michael H. Bergman Clu Pension Plan-2$924,107$26,350$13,175iApproximate average salary by contribution assumption: employee only about $329,375 at 4% or $219,583 at 6%; with 50% employer match about $219,583 at 4% or $146,389 at 6%; with 100% employer match about $164,688 at 4% or $109,792 at 6%.
201512$871,452$16,350$8,175iApproximate average salary by contribution assumption: employee only about $204,375 at 4% or $136,250 at 6%; with 50% employer match about $136,250 at 4% or $90,833 at 6%; with 100% employer match about $102,188 at 4% or $68,125 at 6%.
Michael H. Bergman Clu Pension Plan-2$871,452$16,350$8,175iApproximate average salary by contribution assumption: employee only about $204,375 at 4% or $136,250 at 6%; with 50% employer match about $136,250 at 4% or $90,833 at 6%; with 100% employer match about $102,188 at 4% or $68,125 at 6%.
201412$862,323$7,141$3,571iApproximate average salary by contribution assumption: employee only about $89,263 at 4% or $59,508 at 6%; with 50% employer match about $59,508 at 4% or $39,672 at 6%; with 100% employer match about $44,631 at 4% or $29,754 at 6%.
Michael H. Bergman Clu Pension Plan-2$862,323$7,141$3,571iApproximate average salary by contribution assumption: employee only about $89,263 at 4% or $59,508 at 6%; with 50% employer match about $59,508 at 4% or $39,672 at 6%; with 100% employer match about $44,631 at 4% or $29,754 at 6%.
201312$821,542$6,950$3,475iApproximate average salary by contribution assumption: employee only about $86,875 at 4% or $57,917 at 6%; with 50% employer match about $57,917 at 4% or $38,611 at 6%; with 100% employer match about $43,438 at 4% or $28,958 at 6%.
Michael H. Bergman Clu Pension Plan-2$821,542$6,950$3,475iApproximate average salary by contribution assumption: employee only about $86,875 at 4% or $57,917 at 6%; with 50% employer match about $57,917 at 4% or $38,611 at 6%; with 100% employer match about $43,438 at 4% or $28,958 at 6%.
201212$763,476$763,476$381,738iApproximate average salary by contribution assumption: employee only about $9,543,450 at 4% or $6,362,300 at 6%; with 50% employer match about $6,362,300 at 4% or $4,241,533 at 6%; with 100% employer match about $4,771,725 at 4% or $3,181,150 at 6%.
Michael H. Bergman Clu Pension Plan-2$763,476$763,476$381,738iApproximate average salary by contribution assumption: employee only about $9,543,450 at 4% or $6,362,300 at 6%; with 50% employer match about $6,362,300 at 4% or $4,241,533 at 6%; with 100% employer match about $4,771,725 at 4% or $3,181,150 at 6%.