Civic Intelligence

Bergmann Associates, Inc.

Plan context: Bergmann Associates Retirement Savings Plan

EIN 25-1407718 • Rochester, NY • 73 filings • 10 plans

280 East Broad StSuite 200Rochester, NY 14604
Current Snapshot

Latest Year

2022

2022 Participants

479

2022 Assets

$93,707,768

2022 Contributions

$140,095

Historical Graphs

Total Assets Over Time

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

$93,707,768$46,853,884$0199920102021YearValue
$93,707,768Latest year 2021

Participants Over Time

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

6433220199920102021YearValue
479Latest year 2021

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
202220$0$140,095-
Bergmann Associates Retirement Savings Plan-0-$140,095-
Bergmann Associates Health Insurance Plan-0---
20212479$93,707,768$6,457,953$13,482iApproximate average salary by contribution assumption: employee only about $337,054 at 4% or $224,703 at 6%; with 50% employer match about $224,703 at 4% or $149,802 at 6%; with 100% employer match about $168,527 at 4% or $112,351 at 6%.
Bergmann Associates Retirement Savings Plan-479$93,707,768$6,457,953$13,482iApproximate average salary by contribution assumption: employee only about $337,054 at 4% or $224,703 at 6%; with 50% employer match about $224,703 at 4% or $149,802 at 6%; with 100% employer match about $168,527 at 4% or $112,351 at 6%.
Bergmann Associates Health Insurance Plan-466---
20202441$81,421,614$7,119,425$16,144iApproximate average salary by contribution assumption: employee only about $403,596 at 4% or $269,064 at 6%; with 50% employer match about $269,064 at 4% or $179,376 at 6%; with 100% employer match about $201,798 at 4% or $134,532 at 6%.
Bergmann Associates Retirement Savings Plan-441$81,421,614$7,119,425$16,144iApproximate average salary by contribution assumption: employee only about $403,596 at 4% or $269,064 at 6%; with 50% employer match about $269,064 at 4% or $179,376 at 6%; with 100% employer match about $201,798 at 4% or $134,532 at 6%.
Bergmann Associates Health Insurance Plan-417---
20192408$70,151,080$4,475,728$10,970iApproximate average salary by contribution assumption: employee only about $274,248 at 4% or $182,832 at 6%; with 50% employer match about $182,832 at 4% or $121,888 at 6%; with 100% employer match about $137,124 at 4% or $91,416 at 6%.
Bergmann Associates Retirement Savings Plan-408$70,151,080$4,475,728$10,970iApproximate average salary by contribution assumption: employee only about $274,248 at 4% or $182,832 at 6%; with 50% employer match about $182,832 at 4% or $121,888 at 6%; with 100% employer match about $137,124 at 4% or $91,416 at 6%.
Bergmann Associates Health Insurance Plan-399---
20182351$55,547,956$4,135,009$11,781iApproximate average salary by contribution assumption: employee only about $294,516 at 4% or $196,344 at 6%; with 50% employer match about $196,344 at 4% or $130,896 at 6%; with 100% employer match about $147,258 at 4% or $98,172 at 6%.
Bergmann Associates Retirement Savings Plan-351$55,547,956$4,135,009$11,781iApproximate average salary by contribution assumption: employee only about $294,516 at 4% or $196,344 at 6%; with 50% employer match about $196,344 at 4% or $130,896 at 6%; with 100% employer match about $147,258 at 4% or $98,172 at 6%.
Bergmann Associates Health Insurance Plan-347---
20172381$61,809,700$5,682,165$14,914iApproximate average salary by contribution assumption: employee only about $372,845 at 4% or $248,564 at 6%; with 50% employer match about $248,564 at 4% or $165,709 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%.
Bergmann Associates Retirement Savings Plan-381$61,809,700$5,682,165$14,914iApproximate average salary by contribution assumption: employee only about $372,845 at 4% or $248,564 at 6%; with 50% employer match about $248,564 at 4% or $165,709 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%.
Bergmann Associates Health Insurance Plan-355---
20162379$51,132,630$4,192,950$11,063iApproximate average salary by contribution assumption: employee only about $276,580 at 4% or $184,387 at 6%; with 50% employer match about $184,387 at 4% or $122,924 at 6%; with 100% employer match about $138,290 at 4% or $92,193 at 6%.
Bergmann Associates Retirement Savings Plan-379$51,132,630$4,192,950$11,063iApproximate average salary by contribution assumption: employee only about $276,580 at 4% or $184,387 at 6%; with 50% employer match about $184,387 at 4% or $122,924 at 6%; with 100% employer match about $138,290 at 4% or $92,193 at 6%.
Bergmann Associates Health Insurance Plan-358---
20152397$45,428,935$3,494,752$8,803iApproximate average salary by contribution assumption: employee only about $220,073 at 4% or $146,715 at 6%; with 50% employer match about $146,715 at 4% or $97,810 at 6%; with 100% employer match about $110,036 at 4% or $73,358 at 6%.
Bergmann Associates Retirement Savings Plan-397$45,428,935$3,494,752$8,803iApproximate average salary by contribution assumption: employee only about $220,073 at 4% or $146,715 at 6%; with 50% employer match about $146,715 at 4% or $97,810 at 6%; with 100% employer match about $110,036 at 4% or $73,358 at 6%.
Bergmann Associates Health Insurance Plan-374---
20142358$44,405,421$3,378,250$9,436iApproximate average salary by contribution assumption: employee only about $235,911 at 4% or $157,274 at 6%; with 50% employer match about $157,274 at 4% or $104,849 at 6%; with 100% employer match about $117,956 at 4% or $78,637 at 6%.
Bergmann Associates Retirement Savings Plan-358$44,405,421$3,378,250$9,436iApproximate average salary by contribution assumption: employee only about $235,911 at 4% or $157,274 at 6%; with 50% employer match about $157,274 at 4% or $104,849 at 6%; with 100% employer match about $117,956 at 4% or $78,637 at 6%.
Bergmann Associates Health Insurance Plan-349---
20132369$41,109,426$3,108,204$8,423iApproximate average salary by contribution assumption: employee only about $210,583 at 4% or $140,389 at 6%; with 50% employer match about $140,389 at 4% or $93,592 at 6%; with 100% employer match about $105,291 at 4% or $70,194 at 6%.
Bergmann Associates Retirement Savings Plan-369$41,109,426$3,108,204$8,423iApproximate average salary by contribution assumption: employee only about $210,583 at 4% or $140,389 at 6%; with 50% employer match about $140,389 at 4% or $93,592 at 6%; with 100% employer match about $105,291 at 4% or $70,194 at 6%.
Bergmann Associates Health Insurance Plan-345---
20122425$34,148,467$3,105,974$7,308iApproximate average salary by contribution assumption: employee only about $182,704 at 4% or $121,803 at 6%; with 50% employer match about $121,803 at 4% or $81,202 at 6%; with 100% employer match about $91,352 at 4% or $60,901 at 6%.
Bergmann Associates Retirement Savings Plan-425$34,148,467$3,105,974$7,308iApproximate average salary by contribution assumption: employee only about $182,704 at 4% or $121,803 at 6%; with 50% employer match about $121,803 at 4% or $81,202 at 6%; with 100% employer match about $91,352 at 4% or $60,901 at 6%.
Bergmann Associates Health Insurance Plan-356---
20113347$28,441,270$3,261,530$9,399iApproximate average salary by contribution assumption: employee only about $234,981 at 4% or $156,654 at 6%; with 50% employer match about $156,654 at 4% or $104,436 at 6%; with 100% employer match about $117,490 at 4% or $78,327 at 6%.
Bergmann Associates Retirement Savings Plan-347$28,441,270$3,261,530$9,399iApproximate average salary by contribution assumption: employee only about $234,981 at 4% or $156,654 at 6%; with 50% employer match about $156,654 at 4% or $104,436 at 6%; with 100% employer match about $117,490 at 4% or $78,327 at 6%.
Bergmann Associates Health Insurance Plan-318---
BERGMANN ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUNT-101---
20106643$27,859,884$3,089,692$4,805iApproximate average salary by contribution assumption: employee only about $120,128 at 4% or $80,085 at 6%; with 50% employer match about $80,085 at 4% or $53,390 at 6%; with 100% employer match about $60,064 at 4% or $40,043 at 6%.
Bergmann Associates Retirement Savings Plan-353$27,859,884$3,089,692$8,753iApproximate average salary by contribution assumption: employee only about $218,817 at 4% or $145,878 at 6%; with 50% employer match about $145,878 at 4% or $97,252 at 6%; with 100% employer match about $109,408 at 4% or $72,939 at 6%.
Bergmann Associates Health Insurance Plan-643---
Bergmann Associates Health Insurance Plan-117---
BERGMANN ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUN-117---
BERGMANN ASSOCIATES DISABILITY PLAN-0---
Bergmann Associates Life Insurance Plan-0---
20095359$23,162,985$2,971,722$8,278iApproximate average salary by contribution assumption: employee only about $206,944 at 4% or $137,963 at 6%; with 50% employer match about $137,963 at 4% or $91,975 at 6%; with 100% employer match about $103,472 at 4% or $68,981 at 6%.
Bergmann Associates Retirement Savings Plan-353$23,162,985$2,971,722$8,418iApproximate average salary by contribution assumption: employee only about $210,462 at 4% or $140,308 at 6%; with 50% employer match about $140,308 at 4% or $93,539 at 6%; with 100% employer match about $105,231 at 4% or $70,154 at 6%.
Bergmann Associates Health Insurance Plan-359---
BERGMANN ASSOCIATES DISABILITY PLAN-311---
Bergmann Associates Life Insurance Plan-311---
BERGMANN ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUN-96---
20085602$15,711,506$2,936,085$4,877iApproximate average salary by contribution assumption: employee only about $121,930 at 4% or $81,287 at 6%; with 50% employer match about $81,287 at 4% or $54,191 at 6%; with 100% employer match about $60,965 at 4% or $40,643 at 6%.
Bergmann Associates Retirement Savings Plan-337$15,711,506$2,936,085$8,712iApproximate average salary by contribution assumption: employee only about $217,810 at 4% or $145,207 at 6%; with 50% employer match about $145,207 at 4% or $96,805 at 6%; with 100% employer match about $108,905 at 4% or $72,603 at 6%.
BERGMANN ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUN-87---
BERGMANN ASSOCIATES DISABILITY PLAN-338---
Bergmann Associates Health Insurance Plan-602---
Bergmann Associates Life Insurance Plan-312---
20075517$20,823,997$2,470,042$4,778iApproximate average salary by contribution assumption: employee only about $119,441 at 4% or $79,627 at 6%; with 50% employer match about $79,627 at 4% or $53,085 at 6%; with 100% employer match about $59,721 at 4% or $39,814 at 6%.
Bergmann Associates Retirement Savings Plan-273$20,823,997$2,470,042$9,048iApproximate average salary by contribution assumption: employee only about $226,194 at 4% or $150,796 at 6%; with 50% employer match about $150,796 at 4% or $100,531 at 6%; with 100% employer match about $113,097 at 4% or $75,398 at 6%.
BERGMANN ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUN-107---
Bergmann Associates Health Insurance Plan-517---
Bergmann Associates Life Insurance Plan-277---
BERGMANN ASSOCIATES DISABILITY PLAN-292---
20064504$17,588,070$2,287,332$4,538iApproximate average salary by contribution assumption: employee only about $113,459 at 4% or $75,639 at 6%; with 50% employer match about $75,639 at 4% or $50,426 at 6%; with 100% employer match about $56,729 at 4% or $37,820 at 6%.
Bergmann Associates Retirement Savings Plan-260$17,588,070$2,287,332$8,797iApproximate average salary by contribution assumption: employee only about $219,936 at 4% or $146,624 at 6%; with 50% employer match about $146,624 at 4% or $97,749 at 6%; with 100% employer match about $109,968 at 4% or $73,312 at 6%.
Bergmann Associates Life Insurance Plan-255---
Bergmann Associates Health Insurance Plan-504---
BERGMANN ASSOCIATES DISABILITY PLAN-255---
20054459$13,971,102$1,905,337$4,151iApproximate average salary by contribution assumption: employee only about $103,777 at 4% or $69,184 at 6%; with 50% employer match about $69,184 at 4% or $46,123 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
Bergmann Associates Retirement Savings Plan-248$13,971,102$1,905,337$7,683iApproximate average salary by contribution assumption: employee only about $192,070 at 4% or $128,047 at 6%; with 50% employer match about $128,047 at 4% or $85,365 at 6%; with 100% employer match about $96,035 at 4% or $64,023 at 6%.
Bergmann Associates Health Insurance Plan-459---
Bergmann Associates Life Insurance Plan-243---
BERGMANN ASSOCIATES DISABILITY PLAN-262---
20044233$11,710,877$1,227,838$5,270iApproximate average salary by contribution assumption: employee only about $131,742 at 4% or $87,828 at 6%; with 50% employer match about $87,828 at 4% or $58,552 at 6%; with 100% employer match about $65,871 at 4% or $43,914 at 6%.
Bergmann Associates Retirement Savings Plan-221$11,710,877$1,227,838$5,556iApproximate average salary by contribution assumption: employee only about $138,896 at 4% or $92,597 at 6%; with 50% employer match about $92,597 at 4% or $61,731 at 6%; with 100% employer match about $69,448 at 4% or $46,299 at 6%.
Bergmann Associates Life Insurance Plan-211---
BERGMANN ASSOCIATES DISABILITY PLAN-233---
Bergmann Associates Health Insurance Plan-169---
20034263$10,074,951$1,581,686$6,014iApproximate average salary by contribution assumption: employee only about $150,350 at 4% or $100,234 at 6%; with 50% employer match about $100,234 at 4% or $66,822 at 6%; with 100% employer match about $75,175 at 4% or $50,117 at 6%.
Bergmann Associates Retirement Savings Plan-222$10,074,951$1,581,686$7,125iApproximate average salary by contribution assumption: employee only about $178,118 at 4% or $118,745 at 6%; with 50% employer match about $118,745 at 4% or $79,163 at 6%; with 100% employer match about $89,059 at 4% or $59,373 at 6%.
Bergmann Associates Health Insurance Plan-263---
Bergmann Associates Life Insurance Plan-215---
BERGMANN ASSOCIATES DISABILITY PLAN-215---
20024327$7,187,318$1,476,236$4,514iApproximate average salary by contribution assumption: employee only about $112,862 at 4% or $75,241 at 6%; with 50% employer match about $75,241 at 4% or $50,161 at 6%; with 100% employer match about $56,431 at 4% or $37,621 at 6%.
Bergmann Associates Retirement Savings Plan-257$7,187,318$1,476,236$5,744iApproximate average salary by contribution assumption: employee only about $143,603 at 4% or $95,735 at 6%; with 50% employer match about $95,735 at 4% or $63,823 at 6%; with 100% employer match about $71,801 at 4% or $47,868 at 6%.
BERGMANN ASSOCIATES DISABILITY PLAN-244---
Bergmann Associates Life Insurance Plan-244---
Bergmann Associates Health Insurance Plan-327---
20013304$7,404,533$1,663,394$5,472iApproximate average salary by contribution assumption: employee only about $136,792 at 4% or $91,195 at 6%; with 50% employer match about $91,195 at 4% or $60,797 at 6%; with 100% employer match about $68,396 at 4% or $45,597 at 6%.
Bergmann Associates Retirement Savings Plan-304$7,404,533$1,663,394$5,472iApproximate average salary by contribution assumption: employee only about $136,792 at 4% or $91,195 at 6%; with 50% employer match about $91,195 at 4% or $60,797 at 6%; with 100% employer match about $68,396 at 4% or $45,597 at 6%.
Bergmann Associates Life Insurance Plan-274---
BERGMANN ASSOCIATES DISABILITY PLAN-300---
20003240$6,880,919$876,479$3,652iApproximate average salary by contribution assumption: employee only about $91,300 at 4% or $60,867 at 6%; with 50% employer match about $60,867 at 4% or $40,578 at 6%; with 100% employer match about $45,650 at 4% or $30,433 at 6%.
Bergmann Associates Retirement Savings Plan-240$6,880,919$876,479$3,652iApproximate average salary by contribution assumption: employee only about $91,300 at 4% or $60,867 at 6%; with 50% employer match about $60,867 at 4% or $40,578 at 6%; with 100% employer match about $45,650 at 4% or $30,433 at 6%.
BERGMANN ASSOCIATES DISABILITY PLAN-0---
Bergmann Associates Life Insurance Plan-0---
19991208$6,721,723$1,081,931$5,202iApproximate average salary by contribution assumption: employee only about $130,040 at 4% or $86,693 at 6%; with 50% employer match about $86,693 at 4% or $57,795 at 6%; with 100% employer match about $65,020 at 4% or $43,347 at 6%.
Bergmann Associates Retirement Savings Plan-208$6,721,723$1,081,931$5,202iApproximate average salary by contribution assumption: employee only about $130,040 at 4% or $86,693 at 6%; with 50% employer match about $86,693 at 4% or $57,795 at 6%; with 100% employer match about $65,020 at 4% or $43,347 at 6%.