JENNIFER BERGSTROM DDS, LLC
Plan context: JENNIFER BERGSTROM DDS, LLC 401(K) PLAN
EIN 27-4526338 • Fitchburg, WI • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$299,501
2025 Contributions
$43,543
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $299,501 | $43,543 | $3,958iApproximate average salary by contribution assumption: employee only about $98,961 at 4% or $65,974 at 6%; with 50% employer match about $65,974 at 4% or $43,983 at 6%; with 100% employer match about $49,481 at 4% or $32,987 at 6%. |
| JENNIFER BERGSTROM DDS, LLC 401(K) PLAN | - | 11 | $299,501 | $43,543 | $3,958iApproximate average salary by contribution assumption: employee only about $98,961 at 4% or $65,974 at 6%; with 50% employer match about $65,974 at 4% or $43,983 at 6%; with 100% employer match about $49,481 at 4% or $32,987 at 6%. |
| 2024 | 1 | 11 | $215,980 | $49,251 | $4,477iApproximate average salary by contribution assumption: employee only about $111,934 at 4% or $74,623 at 6%; with 50% employer match about $74,623 at 4% or $49,748 at 6%; with 100% employer match about $55,967 at 4% or $37,311 at 6%. |
| JENNIFER BERGSTROM DDS, LLC 401(K) PLAN | - | 11 | $215,980 | $49,251 | $4,477iApproximate average salary by contribution assumption: employee only about $111,934 at 4% or $74,623 at 6%; with 50% employer match about $74,623 at 4% or $49,748 at 6%; with 100% employer match about $55,967 at 4% or $37,311 at 6%. |
| 2023 | 1 | 10 | $156,749 | $55,156 | $5,516iApproximate average salary by contribution assumption: employee only about $137,890 at 4% or $91,927 at 6%; with 50% employer match about $91,927 at 4% or $61,284 at 6%; with 100% employer match about $68,945 at 4% or $45,963 at 6%. |
| JENNIFER BERGSTROM DDS, LLC 401(K) PLAN | - | 10 | $156,749 | $55,156 | $5,516iApproximate average salary by contribution assumption: employee only about $137,890 at 4% or $91,927 at 6%; with 50% employer match about $91,927 at 4% or $61,284 at 6%; with 100% employer match about $68,945 at 4% or $45,963 at 6%. |
| 2022 | 1 | 11 | $84,071 | $86,139 | $7,831iApproximate average salary by contribution assumption: employee only about $195,770 at 4% or $130,514 at 6%; with 50% employer match about $130,514 at 4% or $87,009 at 6%; with 100% employer match about $97,885 at 4% or $65,257 at 6%. |
| JENNIFER BERGSTROM DDS, LLC 401(K) PLAN | - | 11 | $84,071 | $86,139 | $7,831iApproximate average salary by contribution assumption: employee only about $195,770 at 4% or $130,514 at 6%; with 50% employer match about $130,514 at 4% or $87,009 at 6%; with 100% employer match about $97,885 at 4% or $65,257 at 6%. |