Civic Intelligence

Nai Bergman Inc

Plan context: Nai Bergman 401K Plan

EIN 31-1311872 • Blue Ash, OH • 17 filings • 4 plans

4695 Lake Forest Dr Ste 100Blue Ash, OH 45242
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$7,810,765

2024 Contributions

$275,972

Historical Graphs

Total Assets Over Time

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

$7,810,765$3,905,383$0200820162024YearValue
$7,810,765Latest year 2024

Participants Over Time

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

1580200820162024YearValue
13Latest 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
2024113$7,810,765$275,972$21,229iApproximate average salary by contribution assumption: employee only about $530,715 at 4% or $353,810 at 6%; with 50% employer match about $353,810 at 4% or $235,874 at 6%; with 100% employer match about $265,358 at 4% or $176,905 at 6%.
Nai Bergman 401K Plan-13$7,810,765$275,972$21,229iApproximate average salary by contribution assumption: employee only about $530,715 at 4% or $353,810 at 6%; with 50% employer match about $353,810 at 4% or $235,874 at 6%; with 100% employer match about $265,358 at 4% or $176,905 at 6%.
2023113$6,812,299$270,496$20,807iApproximate average salary by contribution assumption: employee only about $520,185 at 4% or $346,790 at 6%; with 50% employer match about $346,790 at 4% or $231,193 at 6%; with 100% employer match about $260,092 at 4% or $173,395 at 6%.
Nai Bergman 401K Plan-13$6,812,299$270,496$20,807iApproximate average salary by contribution assumption: employee only about $520,185 at 4% or $346,790 at 6%; with 50% employer match about $346,790 at 4% or $231,193 at 6%; with 100% employer match about $260,092 at 4% or $173,395 at 6%.
2022113$5,559,690$255,786$19,676iApproximate average salary by contribution assumption: employee only about $491,896 at 4% or $327,931 at 6%; with 50% employer match about $327,931 at 4% or $218,621 at 6%; with 100% employer match about $245,948 at 4% or $163,965 at 6%.
Nai Bergman 401K Plan-13$5,559,690$255,786$19,676iApproximate average salary by contribution assumption: employee only about $491,896 at 4% or $327,931 at 6%; with 50% employer match about $327,931 at 4% or $218,621 at 6%; with 100% employer match about $245,948 at 4% or $163,965 at 6%.
2021112$6,524,961$243,067$20,256iApproximate average salary by contribution assumption: employee only about $506,390 at 4% or $337,593 at 6%; with 50% employer match about $337,593 at 4% or $225,062 at 6%; with 100% employer match about $253,195 at 4% or $168,797 at 6%.
Nai Bergman 401K Plan-12$6,524,961$243,067$20,256iApproximate average salary by contribution assumption: employee only about $506,390 at 4% or $337,593 at 6%; with 50% employer match about $337,593 at 4% or $225,062 at 6%; with 100% employer match about $253,195 at 4% or $168,797 at 6%.
2020113$5,875,108$244,829$18,833iApproximate average salary by contribution assumption: employee only about $470,825 at 4% or $313,883 at 6%; with 50% employer match about $313,883 at 4% or $209,256 at 6%; with 100% employer match about $235,413 at 4% or $156,942 at 6%.
Nai Bergman 401K Plan-13$5,875,108$244,829$18,833iApproximate average salary by contribution assumption: employee only about $470,825 at 4% or $313,883 at 6%; with 50% employer match about $313,883 at 4% or $209,256 at 6%; with 100% employer match about $235,413 at 4% or $156,942 at 6%.
2019113$4,589,296$228,190$17,553iApproximate average salary by contribution assumption: employee only about $438,827 at 4% or $292,551 at 6%; with 50% employer match about $292,551 at 4% or $195,034 at 6%; with 100% employer match about $219,413 at 4% or $146,276 at 6%.
Nai Bergman 401K Plan-13$4,589,296$228,190$17,553iApproximate average salary by contribution assumption: employee only about $438,827 at 4% or $292,551 at 6%; with 50% employer match about $292,551 at 4% or $195,034 at 6%; with 100% employer match about $219,413 at 4% or $146,276 at 6%.
2018112$3,500,365$224,497$18,708iApproximate average salary by contribution assumption: employee only about $467,702 at 4% or $311,801 at 6%; with 50% employer match about $311,801 at 4% or $207,868 at 6%; with 100% employer match about $233,851 at 4% or $155,901 at 6%.
Nai Bergman 401K Plan-12$3,500,365$224,497$18,708iApproximate average salary by contribution assumption: employee only about $467,702 at 4% or $311,801 at 6%; with 50% employer match about $311,801 at 4% or $207,868 at 6%; with 100% employer match about $233,851 at 4% or $155,901 at 6%.
2017112$3,563,717$191,417$15,951iApproximate average salary by contribution assumption: employee only about $398,785 at 4% or $265,857 at 6%; with 50% employer match about $265,857 at 4% or $177,238 at 6%; with 100% employer match about $199,393 at 4% or $132,928 at 6%.
Nai Bergman 401K Plan-12$3,563,717$191,417$15,951iApproximate average salary by contribution assumption: employee only about $398,785 at 4% or $265,857 at 6%; with 50% employer match about $265,857 at 4% or $177,238 at 6%; with 100% employer match about $199,393 at 4% or $132,928 at 6%.
2016113$3,100,751$220,177$16,937iApproximate average salary by contribution assumption: employee only about $423,417 at 4% or $282,278 at 6%; with 50% employer match about $282,278 at 4% or $188,185 at 6%; with 100% employer match about $211,709 at 4% or $141,139 at 6%.
Nai Bergman 401K Plan-13$3,100,751$220,177$16,937iApproximate average salary by contribution assumption: employee only about $423,417 at 4% or $282,278 at 6%; with 50% employer match about $282,278 at 4% or $188,185 at 6%; with 100% employer match about $211,709 at 4% or $141,139 at 6%.
2015113$2,635,278$208,656$16,050iApproximate average salary by contribution assumption: employee only about $401,262 at 4% or $267,508 at 6%; with 50% employer match about $267,508 at 4% or $178,338 at 6%; with 100% employer match about $200,631 at 4% or $133,754 at 6%.
Nai Bergman 401K Plan-13$2,635,278$208,656$16,050iApproximate average salary by contribution assumption: employee only about $401,262 at 4% or $267,508 at 6%; with 50% employer match about $267,508 at 4% or $178,338 at 6%; with 100% employer match about $200,631 at 4% or $133,754 at 6%.
2014113$2,510,831$228,264$17,559iApproximate average salary by contribution assumption: employee only about $438,969 at 4% or $292,646 at 6%; with 50% employer match about $292,646 at 4% or $195,097 at 6%; with 100% employer match about $219,485 at 4% or $146,323 at 6%.
Nai Bergman 401K Plan-13$2,510,831$228,264$17,559iApproximate average salary by contribution assumption: employee only about $438,969 at 4% or $292,646 at 6%; with 50% employer match about $292,646 at 4% or $195,097 at 6%; with 100% employer match about $219,485 at 4% or $146,323 at 6%.
2013112$2,195,426$206,088$17,174iApproximate average salary by contribution assumption: employee only about $429,350 at 4% or $286,233 at 6%; with 50% employer match about $286,233 at 4% or $190,822 at 6%; with 100% employer match about $214,675 at 4% or $143,117 at 6%.
Nai Bergman 401K Plan-12$2,195,426$206,088$17,174iApproximate average salary by contribution assumption: employee only about $429,350 at 4% or $286,233 at 6%; with 50% employer match about $286,233 at 4% or $190,822 at 6%; with 100% employer match about $214,675 at 4% or $143,117 at 6%.
2012111$1,700,562$179,058$16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%.
Nai Bergman 401K Plan-11$1,700,562$179,058$16,278iApproximate average salary by contribution assumption: employee only about $406,950 at 4% or $271,300 at 6%; with 50% employer match about $271,300 at 4% or $180,867 at 6%; with 100% employer match about $203,475 at 4% or $135,650 at 6%.
2011112$1,361,924$181,923$15,160iApproximate average salary by contribution assumption: employee only about $379,006 at 4% or $252,671 at 6%; with 50% employer match about $252,671 at 4% or $168,447 at 6%; with 100% employer match about $189,503 at 4% or $126,335 at 6%.
Nai Bergman 401K Plan-12$1,361,924$181,923$15,160iApproximate average salary by contribution assumption: employee only about $379,006 at 4% or $252,671 at 6%; with 50% employer match about $252,671 at 4% or $168,447 at 6%; with 100% employer match about $189,503 at 4% or $126,335 at 6%.
2010111$1,248,341$185,871$16,897iApproximate average salary by contribution assumption: employee only about $422,434 at 4% or $281,623 at 6%; with 50% employer match about $281,623 at 4% or $187,748 at 6%; with 100% employer match about $211,217 at 4% or $140,811 at 6%.
Nai Bergman 401K Plan-11$1,248,341$185,871$16,897iApproximate average salary by contribution assumption: employee only about $422,434 at 4% or $281,623 at 6%; with 50% employer match about $281,623 at 4% or $187,748 at 6%; with 100% employer match about $211,217 at 4% or $140,811 at 6%.
2009112$1,141,393$190,364$15,864iApproximate average salary by contribution assumption: employee only about $396,592 at 4% or $264,394 at 6%; with 50% employer match about $264,394 at 4% or $176,263 at 6%; with 100% employer match about $198,296 at 4% or $132,197 at 6%.
Nai Bergman 401K Plan-12$1,141,393$190,364$15,864iApproximate average salary by contribution assumption: employee only about $396,592 at 4% or $264,394 at 6%; with 50% employer match about $264,394 at 4% or $176,263 at 6%; with 100% employer match about $198,296 at 4% or $132,197 at 6%.
2008115$729,775$953,379$63,559iApproximate average salary by contribution assumption: employee only about $1,588,965 at 4% or $1,059,310 at 6%; with 50% employer match about $1,059,310 at 4% or $706,207 at 6%; with 100% employer match about $794,483 at 4% or $529,655 at 6%.
Nai Bergman 401K Plan-15$729,775$953,379$63,559iApproximate average salary by contribution assumption: employee only about $1,588,965 at 4% or $1,059,310 at 6%; with 50% employer match about $1,059,310 at 4% or $706,207 at 6%; with 100% employer match about $794,483 at 4% or $529,655 at 6%.