Civic Intelligence

Wallace S Berg

Plan context: Wallace S Berg 401 K Profit Sharing Plan Trust

EIN 26-3471238 • Great Falls, VA • 14 filings • 3 plans

752 Walker RoadSte DGreat Falls, VA 22180
Current Snapshot

Latest Year

2025

2025 Participants

41

2025 Assets

$3,599,486

2025 Contributions

$436,690

Historical Graphs

Total Assets Over Time

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

$3,697,683$1,848,842$0201220192025YearValue
$3,599,486Latest year 2025

Participants Over Time

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

50250201220192025YearValue
41Latest year 2025

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
2025141$3,599,486$436,690$10,651iApproximate average salary by contribution assumption: employee only about $266,274 at 4% or $177,516 at 6%; with 50% employer match about $177,516 at 4% or $118,344 at 6%; with 100% employer match about $133,137 at 4% or $88,758 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-41$3,599,486$436,690$10,651iApproximate average salary by contribution assumption: employee only about $266,274 at 4% or $177,516 at 6%; with 50% employer match about $177,516 at 4% or $118,344 at 6%; with 100% employer match about $133,137 at 4% or $88,758 at 6%.
2024146$3,697,683$429,849$9,345iApproximate average salary by contribution assumption: employee only about $233,614 at 4% or $155,742 at 6%; with 50% employer match about $155,742 at 4% or $103,828 at 6%; with 100% employer match about $116,807 at 4% or $77,871 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-46$3,697,683$429,849$9,345iApproximate average salary by contribution assumption: employee only about $233,614 at 4% or $155,742 at 6%; with 50% employer match about $155,742 at 4% or $103,828 at 6%; with 100% employer match about $116,807 at 4% or $77,871 at 6%.
2023149$3,656,024$519,342$10,599iApproximate average salary by contribution assumption: employee only about $264,970 at 4% or $176,647 at 6%; with 50% employer match about $176,647 at 4% or $117,765 at 6%; with 100% employer match about $132,485 at 4% or $88,323 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-49$3,656,024$519,342$10,599iApproximate average salary by contribution assumption: employee only about $264,970 at 4% or $176,647 at 6%; with 50% employer match about $176,647 at 4% or $117,765 at 6%; with 100% employer match about $132,485 at 4% or $88,323 at 6%.
2022150$2,790,152$547,092$10,942iApproximate average salary by contribution assumption: employee only about $273,546 at 4% or $182,364 at 6%; with 50% employer match about $182,364 at 4% or $121,576 at 6%; with 100% employer match about $136,773 at 4% or $91,182 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-50$2,790,152$547,092$10,942iApproximate average salary by contribution assumption: employee only about $273,546 at 4% or $182,364 at 6%; with 50% employer match about $182,364 at 4% or $121,576 at 6%; with 100% employer match about $136,773 at 4% or $91,182 at 6%.
2021148$3,000,817$630,747$13,141iApproximate average salary by contribution assumption: employee only about $328,514 at 4% or $219,009 at 6%; with 50% employer match about $219,009 at 4% or $146,006 at 6%; with 100% employer match about $164,257 at 4% or $109,505 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-48$3,000,817$630,747$13,141iApproximate average salary by contribution assumption: employee only about $328,514 at 4% or $219,009 at 6%; with 50% employer match about $219,009 at 4% or $146,006 at 6%; with 100% employer match about $164,257 at 4% or $109,505 at 6%.
2020143$2,574,619$481,659$11,201iApproximate average salary by contribution assumption: employee only about $280,034 at 4% or $186,690 at 6%; with 50% employer match about $186,690 at 4% or $124,460 at 6%; with 100% employer match about $140,017 at 4% or $93,345 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-43$2,574,619$481,659$11,201iApproximate average salary by contribution assumption: employee only about $280,034 at 4% or $186,690 at 6%; with 50% employer match about $186,690 at 4% or $124,460 at 6%; with 100% employer match about $140,017 at 4% or $93,345 at 6%.
2019138$1,732,467$364,949$9,604iApproximate average salary by contribution assumption: employee only about $240,098 at 4% or $160,065 at 6%; with 50% employer match about $160,065 at 4% or $106,710 at 6%; with 100% employer match about $120,049 at 4% or $80,033 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-38$1,732,467$364,949$9,604iApproximate average salary by contribution assumption: employee only about $240,098 at 4% or $160,065 at 6%; with 50% employer match about $160,065 at 4% or $106,710 at 6%; with 100% employer match about $120,049 at 4% or $80,033 at 6%.
2018134$1,086,584$288,982$8,499iApproximate average salary by contribution assumption: employee only about $212,487 at 4% or $141,658 at 6%; with 50% employer match about $141,658 at 4% or $94,439 at 6%; with 100% employer match about $106,243 at 4% or $70,829 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-34$1,086,584$288,982$8,499iApproximate average salary by contribution assumption: employee only about $212,487 at 4% or $141,658 at 6%; with 50% employer match about $141,658 at 4% or $94,439 at 6%; with 100% employer match about $106,243 at 4% or $70,829 at 6%.
2017119$860,832$187,758$9,882iApproximate average salary by contribution assumption: employee only about $247,050 at 4% or $164,700 at 6%; with 50% employer match about $164,700 at 4% or $109,800 at 6%; with 100% employer match about $123,525 at 4% or $82,350 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-19$860,832$187,758$9,882iApproximate average salary by contribution assumption: employee only about $247,050 at 4% or $164,700 at 6%; with 50% employer match about $164,700 at 4% or $109,800 at 6%; with 100% employer match about $123,525 at 4% or $82,350 at 6%.
2016114$573,370$134,886$9,635iApproximate average salary by contribution assumption: employee only about $240,868 at 4% or $160,579 at 6%; with 50% employer match about $160,579 at 4% or $107,052 at 6%; with 100% employer match about $120,434 at 4% or $80,289 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-14$573,370$134,886$9,635iApproximate average salary by contribution assumption: employee only about $240,868 at 4% or $160,579 at 6%; with 50% employer match about $160,579 at 4% or $107,052 at 6%; with 100% employer match about $120,434 at 4% or $80,289 at 6%.
201519$469,921$112,631$12,515iApproximate average salary by contribution assumption: employee only about $312,864 at 4% or $208,576 at 6%; with 50% employer match about $208,576 at 4% or $139,051 at 6%; with 100% employer match about $156,432 at 4% or $104,288 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-9$469,921$112,631$12,515iApproximate average salary by contribution assumption: employee only about $312,864 at 4% or $208,576 at 6%; with 50% employer match about $208,576 at 4% or $139,051 at 6%; with 100% employer match about $156,432 at 4% or $104,288 at 6%.
201417$356,944$112,615$16,088iApproximate average salary by contribution assumption: employee only about $402,196 at 4% or $268,131 at 6%; with 50% employer match about $268,131 at 4% or $178,754 at 6%; with 100% employer match about $201,098 at 4% or $134,065 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-7$356,944$112,615$16,088iApproximate average salary by contribution assumption: employee only about $402,196 at 4% or $268,131 at 6%; with 50% employer match about $268,131 at 4% or $178,754 at 6%; with 100% employer match about $201,098 at 4% or $134,065 at 6%.
201318$286,803$123,850$15,481iApproximate average salary by contribution assumption: employee only about $387,031 at 4% or $258,021 at 6%; with 50% employer match about $258,021 at 4% or $172,014 at 6%; with 100% employer match about $193,516 at 4% or $129,010 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-8$286,803$123,850$15,481iApproximate average salary by contribution assumption: employee only about $387,031 at 4% or $258,021 at 6%; with 50% employer match about $258,021 at 4% or $172,014 at 6%; with 100% employer match about $193,516 at 4% or $129,010 at 6%.
201216$123,323$119,565$19,928iApproximate average salary by contribution assumption: employee only about $498,188 at 4% or $332,125 at 6%; with 50% employer match about $332,125 at 4% or $221,417 at 6%; with 100% employer match about $249,094 at 4% or $166,063 at 6%.
Wallace S Berg 401 K Profit Sharing Plan Trust-6$123,323$119,565$19,928iApproximate average salary by contribution assumption: employee only about $498,188 at 4% or $332,125 at 6%; with 50% employer match about $332,125 at 4% or $221,417 at 6%; with 100% employer match about $249,094 at 4% or $166,063 at 6%.