Brown Schwab Bergquist & Company
Plan context: Brown Schwab Bergquist & Company 401K Plan
EIN 25-1249913 • Pittsburgh, PA • 28 filings • 6 plans
Current Snapshot
Latest Year
2019
2019 Participants
19
2019 Assets
$1,305,391
2019 Contributions
$144,582
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 0 | $0 | - | - |
| 2018 | 1 | 19 | $1,305,391 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 19 | $1,305,391 | - | - |
| 2017 | 1 | 19 | $1,351,064 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 19 | $1,351,064 | - | - |
| 2016 | 1 | 24 | $1,564,388 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 24 | $1,564,388 | - | - |
| 2015 | 1 | 28 | $1,991,034 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 28 | $1,991,034 | $0 | - |
| 2014 | 1 | 83 | $4,115,105 | $144,582 | $1,742iApproximate average salary by contribution assumption: employee only about $43,549 at 4% or $29,033 at 6%; with 50% employer match about $29,033 at 4% or $19,355 at 6%; with 100% employer match about $21,774 at 4% or $14,516 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 83 | $4,115,105 | $144,582 | $1,742iApproximate average salary by contribution assumption: employee only about $43,549 at 4% or $29,033 at 6%; with 50% employer match about $29,033 at 4% or $19,355 at 6%; with 100% employer match about $21,774 at 4% or $14,516 at 6%. |
| 2013 | 1 | 83 | $9,866,699 | $603,011 | $7,265iApproximate average salary by contribution assumption: employee only about $181,630 at 4% or $121,087 at 6%; with 50% employer match about $121,087 at 4% or $80,724 at 6%; with 100% employer match about $90,815 at 4% or $60,543 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 83 | $9,866,699 | $603,011 | $7,265iApproximate average salary by contribution assumption: employee only about $181,630 at 4% or $121,087 at 6%; with 50% employer match about $121,087 at 4% or $80,724 at 6%; with 100% employer match about $90,815 at 4% or $60,543 at 6%. |
| 2012 | 1 | 99 | $8,369,656 | $694,049 | $7,011iApproximate average salary by contribution assumption: employee only about $175,265 at 4% or $116,843 at 6%; with 50% employer match about $116,843 at 4% or $77,896 at 6%; with 100% employer match about $87,632 at 4% or $58,422 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 99 | $8,369,656 | $694,049 | $7,011iApproximate average salary by contribution assumption: employee only about $175,265 at 4% or $116,843 at 6%; with 50% employer match about $116,843 at 4% or $77,896 at 6%; with 100% employer match about $87,632 at 4% or $58,422 at 6%. |
| 2011 | 1 | 106 | $6,905,614 | $766,752 | $7,234iApproximate average salary by contribution assumption: employee only about $180,838 at 4% or $120,558 at 6%; with 50% employer match about $120,558 at 4% or $80,372 at 6%; with 100% employer match about $90,419 at 4% or $60,279 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 106 | $6,905,614 | $766,752 | $7,234iApproximate average salary by contribution assumption: employee only about $180,838 at 4% or $120,558 at 6%; with 50% employer match about $120,558 at 4% or $80,372 at 6%; with 100% employer match about $90,419 at 4% or $60,279 at 6%. |
| 2010 | 1 | 102 | $6,421,171 | $727,439 | $7,132iApproximate average salary by contribution assumption: employee only about $178,294 at 4% or $118,863 at 6%; with 50% employer match about $118,863 at 4% or $79,242 at 6%; with 100% employer match about $89,147 at 4% or $59,431 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 102 | $6,421,171 | $727,439 | $7,132iApproximate average salary by contribution assumption: employee only about $178,294 at 4% or $118,863 at 6%; with 50% employer match about $118,863 at 4% or $79,242 at 6%; with 100% employer match about $89,147 at 4% or $59,431 at 6%. |
| 2009 | 1 | 99 | $5,021,589 | $786,200 | $7,941iApproximate average salary by contribution assumption: employee only about $198,535 at 4% or $132,357 at 6%; with 50% employer match about $132,357 at 4% or $88,238 at 6%; with 100% employer match about $99,268 at 4% or $66,178 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 99 | $5,021,589 | $786,200 | $7,941iApproximate average salary by contribution assumption: employee only about $198,535 at 4% or $132,357 at 6%; with 50% employer match about $132,357 at 4% or $88,238 at 6%; with 100% employer match about $99,268 at 4% or $66,178 at 6%. |
| 2008 | 1 | 85 | $0 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 85 | - | - | - |
| 2007 | 1 | 75 | $0 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 75 | - | - | - |
| 2006 | 2 | 46 | $2,627,879 | $294,441 | $6,401iApproximate average salary by contribution assumption: employee only about $160,022 at 4% or $106,682 at 6%; with 50% employer match about $106,682 at 4% or $71,121 at 6%; with 100% employer match about $80,011 at 4% or $53,341 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 46 | $2,627,879 | $294,441 | $6,401iApproximate average salary by contribution assumption: employee only about $160,022 at 4% or $106,682 at 6%; with 50% employer match about $106,682 at 4% or $71,121 at 6%; with 100% employer match about $80,011 at 4% or $53,341 at 6%. |
| MALIN, BERGQUIST & CO ASSUMED BENEFIT RETIREMENT PL | - | 0 | - | - | - |
| 2005 | 2 | 43 | $3,272,587 | $443,854 | $10,322iApproximate average salary by contribution assumption: employee only about $258,055 at 4% or $172,036 at 6%; with 50% employer match about $172,036 at 4% or $114,691 at 6%; with 100% employer match about $129,027 at 4% or $86,018 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 43 | $2,074,596 | $268,935 | $6,254iApproximate average salary by contribution assumption: employee only about $156,358 at 4% or $104,238 at 6%; with 50% employer match about $104,238 at 4% or $69,492 at 6%; with 100% employer match about $78,179 at 4% or $52,119 at 6%. |
| MALIN, BERGQUIST & CO ASSUMED BENEFIT RETIREMENT PL | - | 38 | $1,197,991 | $174,919 | $4,603iApproximate average salary by contribution assumption: employee only about $115,078 at 4% or $76,719 at 6%; with 50% employer match about $76,719 at 4% or $51,146 at 6%; with 100% employer match about $57,539 at 4% or $38,359 at 6%. |
| 2004 | 2 | 42 | $2,637,783 | $394,737 | $9,399iApproximate average salary by contribution assumption: employee only about $234,963 at 4% or $156,642 at 6%; with 50% employer match about $156,642 at 4% or $104,428 at 6%; with 100% employer match about $117,481 at 4% or $78,321 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 42 | $1,683,817 | $246,425 | $5,867iApproximate average salary by contribution assumption: employee only about $146,682 at 4% or $97,788 at 6%; with 50% employer match about $97,788 at 4% or $65,192 at 6%; with 100% employer match about $73,341 at 4% or $48,894 at 6%. |
| MALIN, BERGQUIST & CO ASSUMED BENEFIT RETIREMENT PL | - | 38 | $953,966 | $148,312 | $3,903iApproximate average salary by contribution assumption: employee only about $97,574 at 4% or $65,049 at 6%; with 50% employer match about $65,049 at 4% or $43,366 at 6%; with 100% employer match about $48,787 at 4% or $32,525 at 6%. |
| 2003 | 2 | 45 | $2,066,998 | $391,397 | $8,698iApproximate average salary by contribution assumption: employee only about $217,443 at 4% or $144,962 at 6%; with 50% employer match about $144,962 at 4% or $96,641 at 6%; with 100% employer match about $108,721 at 4% or $72,481 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 45 | $1,352,642 | $259,075 | $5,757iApproximate average salary by contribution assumption: employee only about $143,931 at 4% or $95,954 at 6%; with 50% employer match about $95,954 at 4% or $63,969 at 6%; with 100% employer match about $71,965 at 4% or $47,977 at 6%. |
| MALIN, BERGQUIST & CO ASSUMED BENEFIT RETIREMENT PL | - | 39 | $714,356 | $132,322 | $3,393iApproximate average salary by contribution assumption: employee only about $84,822 at 4% or $56,548 at 6%; with 50% employer match about $56,548 at 4% or $37,699 at 6%; with 100% employer match about $42,411 at 4% or $28,274 at 6%. |
| 2002 | 2 | 44 | $0 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 44 | - | - | - |
| MALIN, BERGQUIST & CO ASSUMED BENEFIT RETIREMENT PL | - | 34 | - | - | - |
| 2001 | 2 | 18 | $0 | $0 | - |
| Brown Schwab Bergquist & Company 401K Plan | - | 18 | - | - | - |
| BROWN SCHWAB BERGQUIST & CO ASSUMED BENEFIT RETIRE | - | 0 | - | - | - |
| 2000 | 2 | 21 | $337,310 | $87,690 | $4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,196 at 4% or $34,798 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 20 | $337,310 | $87,690 | $4,385iApproximate average salary by contribution assumption: employee only about $109,613 at 4% or $73,075 at 6%; with 50% employer match about $73,075 at 4% or $48,717 at 6%; with 100% employer match about $54,806 at 4% or $36,538 at 6%. |
| BROWN SCHWAB BERGQUIST & CO ASSUMED BENEFIT RETIRE | - | 21 | - | - | - |
| 1999 | 1 | 12 | $286,838 | $48,420 | $4,035iApproximate average salary by contribution assumption: employee only about $100,875 at 4% or $67,250 at 6%; with 50% employer match about $67,250 at 4% or $44,833 at 6%; with 100% employer match about $50,438 at 4% or $33,625 at 6%. |
| Brown Schwab Bergquist & Company 401K Plan | - | 12 | $286,838 | $48,420 | $4,035iApproximate average salary by contribution assumption: employee only about $100,875 at 4% or $67,250 at 6%; with 50% employer match about $67,250 at 4% or $44,833 at 6%; with 100% employer match about $50,438 at 4% or $33,625 at 6%. |