Civic Intelligence

Duggan Bertsch LLC

Plan context: Duggan Bertsch 401(K) Plan

EIN 26-3963060 • Chicago, IL • 14 filings • 2 plans

303 West Madison Suite 1000Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$13,022,692

2024 Contributions

$1,600,349

Historical Graphs

Total Assets Over Time

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

$13,022,692$6,511,346$0201220182024YearValue
$13,022,692Latest year 2024

Participants Over Time

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

74370201220182024YearValue
74Latest year 2024

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
2024174$13,022,692$1,600,349$21,626iApproximate average salary by contribution assumption: employee only about $540,658 at 4% or $360,439 at 6%; with 50% employer match about $360,439 at 4% or $240,293 at 6%; with 100% employer match about $270,329 at 4% or $180,219 at 6%.
Duggan Bertsch 401(K) Plan-74$13,022,692$1,600,349$21,626iApproximate average salary by contribution assumption: employee only about $540,658 at 4% or $360,439 at 6%; with 50% employer match about $360,439 at 4% or $240,293 at 6%; with 100% employer match about $270,329 at 4% or $180,219 at 6%.
2023162$10,367,941$1,178,407$19,007iApproximate average salary by contribution assumption: employee only about $475,164 at 4% or $316,776 at 6%; with 50% employer match about $316,776 at 4% or $211,184 at 6%; with 100% employer match about $237,582 at 4% or $158,388 at 6%.
Duggan Bertsch 401(K) Plan-62$10,367,941$1,178,407$19,007iApproximate average salary by contribution assumption: employee only about $475,164 at 4% or $316,776 at 6%; with 50% employer match about $316,776 at 4% or $211,184 at 6%; with 100% employer match about $237,582 at 4% or $158,388 at 6%.
2022158$7,828,482$917,938$15,827iApproximate average salary by contribution assumption: employee only about $395,663 at 4% or $263,775 at 6%; with 50% employer match about $263,775 at 4% or $175,850 at 6%; with 100% employer match about $197,831 at 4% or $131,888 at 6%.
Duggan Bertsch 401(K) Plan-58$7,828,482$917,938$15,827iApproximate average salary by contribution assumption: employee only about $395,663 at 4% or $263,775 at 6%; with 50% employer match about $263,775 at 4% or $175,850 at 6%; with 100% employer match about $197,831 at 4% or $131,888 at 6%.
2021154$9,565,864$777,219$14,393iApproximate average salary by contribution assumption: employee only about $359,824 at 4% or $239,882 at 6%; with 50% employer match about $239,882 at 4% or $159,922 at 6%; with 100% employer match about $179,912 at 4% or $119,941 at 6%.
Duggan Bertsch 401(K) Plan-54$9,565,864$777,219$14,393iApproximate average salary by contribution assumption: employee only about $359,824 at 4% or $239,882 at 6%; with 50% employer match about $239,882 at 4% or $159,922 at 6%; with 100% employer match about $179,912 at 4% or $119,941 at 6%.
2020149$7,579,235$733,758$14,975iApproximate average salary by contribution assumption: employee only about $374,366 at 4% or $249,578 at 6%; with 50% employer match about $249,578 at 4% or $166,385 at 6%; with 100% employer match about $187,183 at 4% or $124,789 at 6%.
Duggan Bertsch 401(K) Plan-49$7,579,235$733,758$14,975iApproximate average salary by contribution assumption: employee only about $374,366 at 4% or $249,578 at 6%; with 50% employer match about $249,578 at 4% or $166,385 at 6%; with 100% employer match about $187,183 at 4% or $124,789 at 6%.
2019147$5,893,714$854,528$18,181iApproximate average salary by contribution assumption: employee only about $454,536 at 4% or $303,024 at 6%; with 50% employer match about $303,024 at 4% or $202,016 at 6%; with 100% employer match about $227,268 at 4% or $151,512 at 6%.
Duggan Bertsch 401(K) Plan-47$5,893,714$854,528$18,181iApproximate average salary by contribution assumption: employee only about $454,536 at 4% or $303,024 at 6%; with 50% employer match about $303,024 at 4% or $202,016 at 6%; with 100% employer match about $227,268 at 4% or $151,512 at 6%.
2018138$4,027,325$509,980$13,421iApproximate average salary by contribution assumption: employee only about $335,513 at 4% or $223,675 at 6%; with 50% employer match about $223,675 at 4% or $149,117 at 6%; with 100% employer match about $167,757 at 4% or $111,838 at 6%.
Duggan Bertsch 401(K) Plan-38$4,027,325$509,980$13,421iApproximate average salary by contribution assumption: employee only about $335,513 at 4% or $223,675 at 6%; with 50% employer match about $223,675 at 4% or $149,117 at 6%; with 100% employer match about $167,757 at 4% or $111,838 at 6%.
2017131$3,799,749$436,011$14,065iApproximate average salary by contribution assumption: employee only about $351,622 at 4% or $234,415 at 6%; with 50% employer match about $234,415 at 4% or $156,276 at 6%; with 100% employer match about $175,811 at 4% or $117,207 at 6%.
Duggan Bertsch 401(K) Plan-31$3,799,749$436,011$14,065iApproximate average salary by contribution assumption: employee only about $351,622 at 4% or $234,415 at 6%; with 50% employer match about $234,415 at 4% or $156,276 at 6%; with 100% employer match about $175,811 at 4% or $117,207 at 6%.
2016130$2,836,707$363,710$12,124iApproximate average salary by contribution assumption: employee only about $303,092 at 4% or $202,061 at 6%; with 50% employer match about $202,061 at 4% or $134,707 at 6%; with 100% employer match about $151,546 at 4% or $101,031 at 6%.
Duggan Bertsch 401(K) Plan-30$2,836,707$363,710$12,124iApproximate average salary by contribution assumption: employee only about $303,092 at 4% or $202,061 at 6%; with 50% employer match about $202,061 at 4% or $134,707 at 6%; with 100% employer match about $151,546 at 4% or $101,031 at 6%.
2015220$2,272,616$332,416$16,621iApproximate average salary by contribution assumption: employee only about $415,520 at 4% or $277,013 at 6%; with 50% employer match about $277,013 at 4% or $184,676 at 6%; with 100% employer match about $207,760 at 4% or $138,507 at 6%.
Duggan Bertsch 401(K) Plan-20$2,272,616$237,325$11,866iApproximate average salary by contribution assumption: employee only about $296,656 at 4% or $197,771 at 6%; with 50% employer match about $197,771 at 4% or $131,847 at 6%; with 100% employer match about $148,328 at 4% or $98,885 at 6%.
DUGGAN BERTSCH, LLC GROUP BENEFITS PLAN-0-$95,091-
2014118$2,089,424$215,886$11,994iApproximate average salary by contribution assumption: employee only about $299,842 at 4% or $199,894 at 6%; with 50% employer match about $199,894 at 4% or $133,263 at 6%; with 100% employer match about $149,921 at 4% or $99,947 at 6%.
Duggan Bertsch 401(K) Plan-18$2,089,424$215,886$11,994iApproximate average salary by contribution assumption: employee only about $299,842 at 4% or $199,894 at 6%; with 50% employer match about $199,894 at 4% or $133,263 at 6%; with 100% employer match about $149,921 at 4% or $99,947 at 6%.
2013116$1,806,363$204,138$12,759iApproximate average salary by contribution assumption: employee only about $318,966 at 4% or $212,644 at 6%; with 50% employer match about $212,644 at 4% or $141,763 at 6%; with 100% employer match about $159,483 at 4% or $106,322 at 6%.
Duggan Bertsch 401(K) Plan-16$1,806,363$204,138$12,759iApproximate average salary by contribution assumption: employee only about $318,966 at 4% or $212,644 at 6%; with 50% employer match about $212,644 at 4% or $141,763 at 6%; with 100% employer match about $159,483 at 4% or $106,322 at 6%.
2012116$1,344,794$1,253,843$78,365iApproximate average salary by contribution assumption: employee only about $1,959,130 at 4% or $1,306,086 at 6%; with 50% employer match about $1,306,086 at 4% or $870,724 at 6%; with 100% employer match about $979,565 at 4% or $653,043 at 6%.
Duggan Bertsch 401(K) Plan-16$1,344,794$1,253,843$78,365iApproximate average salary by contribution assumption: employee only about $1,959,130 at 4% or $1,306,086 at 6%; with 50% employer match about $1,306,086 at 4% or $870,724 at 6%; with 100% employer match about $979,565 at 4% or $653,043 at 6%.