Civic Intelligence

David M. Berg Ltd

Plan context: David M. Berg Ltd 401(K) Plan

EIN 31-1699894 • Columbus, OH • 16 filings • 1 plans

1057 Goodale BlvdColumbus, OH 43212
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$942,458

2024 Contributions

$71,726

Historical Graphs

Total Assets Over Time

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

$942,458$471,229$0200920172024YearValue
$942,458Latest year 2024

Participants Over Time

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

630200920172024YearValue
5Latest 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
202415$942,458$71,726$14,345iApproximate average salary by contribution assumption: employee only about $358,630 at 4% or $239,087 at 6%; with 50% employer match about $239,087 at 4% or $159,391 at 6%; with 100% employer match about $179,315 at 4% or $119,543 at 6%.
David M. Berg Ltd 401(K) Plan-5$942,458$71,726$14,345iApproximate average salary by contribution assumption: employee only about $358,630 at 4% or $239,087 at 6%; with 50% employer match about $239,087 at 4% or $159,391 at 6%; with 100% employer match about $179,315 at 4% or $119,543 at 6%.
202315$765,130$55,768$11,154iApproximate average salary by contribution assumption: employee only about $278,840 at 4% or $185,893 at 6%; with 50% employer match about $185,893 at 4% or $123,929 at 6%; with 100% employer match about $139,420 at 4% or $92,947 at 6%.
David M. Berg Ltd 401(K) Plan-5$765,130$55,768$11,154iApproximate average salary by contribution assumption: employee only about $278,840 at 4% or $185,893 at 6%; with 50% employer match about $185,893 at 4% or $123,929 at 6%; with 100% employer match about $139,420 at 4% or $92,947 at 6%.
202215$611,298$46,214$9,243iApproximate average salary by contribution assumption: employee only about $231,070 at 4% or $154,047 at 6%; with 50% employer match about $154,047 at 4% or $102,698 at 6%; with 100% employer match about $115,535 at 4% or $77,023 at 6%.
David M. Berg Ltd 401(K) Plan-5$611,298$46,214$9,243iApproximate average salary by contribution assumption: employee only about $231,070 at 4% or $154,047 at 6%; with 50% employer match about $154,047 at 4% or $102,698 at 6%; with 100% employer match about $115,535 at 4% or $77,023 at 6%.
202115$716,958$43,215$8,643iApproximate average salary by contribution assumption: employee only about $216,075 at 4% or $144,050 at 6%; with 50% employer match about $144,050 at 4% or $96,033 at 6%; with 100% employer match about $108,038 at 4% or $72,025 at 6%.
David M. Berg Ltd 401(K) Plan-5$716,958$43,215$8,643iApproximate average salary by contribution assumption: employee only about $216,075 at 4% or $144,050 at 6%; with 50% employer match about $144,050 at 4% or $96,033 at 6%; with 100% employer match about $108,038 at 4% or $72,025 at 6%.
202015$630,452$42,610$8,522iApproximate average salary by contribution assumption: employee only about $213,050 at 4% or $142,033 at 6%; with 50% employer match about $142,033 at 4% or $94,689 at 6%; with 100% employer match about $106,525 at 4% or $71,017 at 6%.
David M. Berg Ltd 401(K) Plan-5$630,452$42,610$8,522iApproximate average salary by contribution assumption: employee only about $213,050 at 4% or $142,033 at 6%; with 50% employer match about $142,033 at 4% or $94,689 at 6%; with 100% employer match about $106,525 at 4% or $71,017 at 6%.
201916$531,273$45,675$7,613iApproximate average salary by contribution assumption: employee only about $190,313 at 4% or $126,875 at 6%; with 50% employer match about $126,875 at 4% or $84,583 at 6%; with 100% employer match about $95,156 at 4% or $63,438 at 6%.
David M. Berg Ltd 401(K) Plan-6$531,273$45,675$7,613iApproximate average salary by contribution assumption: employee only about $190,313 at 4% or $126,875 at 6%; with 50% employer match about $126,875 at 4% or $84,583 at 6%; with 100% employer match about $95,156 at 4% or $63,438 at 6%.
201815$410,703$48,209$9,642iApproximate average salary by contribution assumption: employee only about $241,045 at 4% or $160,697 at 6%; with 50% employer match about $160,697 at 4% or $107,131 at 6%; with 100% employer match about $120,522 at 4% or $80,348 at 6%.
David M. Berg Ltd 401(K) Plan-5$410,703$48,209$9,642iApproximate average salary by contribution assumption: employee only about $241,045 at 4% or $160,697 at 6%; with 50% employer match about $160,697 at 4% or $107,131 at 6%; with 100% employer match about $120,522 at 4% or $80,348 at 6%.
201715$401,897$37,067$7,413iApproximate average salary by contribution assumption: employee only about $185,335 at 4% or $123,557 at 6%; with 50% employer match about $123,557 at 4% or $82,371 at 6%; with 100% employer match about $92,668 at 4% or $61,778 at 6%.
David M. Berg Ltd 401(K) Plan-5$401,897$37,067$7,413iApproximate average salary by contribution assumption: employee only about $185,335 at 4% or $123,557 at 6%; with 50% employer match about $123,557 at 4% or $82,371 at 6%; with 100% employer match about $92,668 at 4% or $61,778 at 6%.
201615$314,538$37,808$7,562iApproximate average salary by contribution assumption: employee only about $189,040 at 4% or $126,027 at 6%; with 50% employer match about $126,027 at 4% or $84,018 at 6%; with 100% employer match about $94,520 at 4% or $63,013 at 6%.
David M. Berg Ltd 401(K) Plan-5$314,538$37,808$7,562iApproximate average salary by contribution assumption: employee only about $189,040 at 4% or $126,027 at 6%; with 50% employer match about $126,027 at 4% or $84,018 at 6%; with 100% employer match about $94,520 at 4% or $63,013 at 6%.
201515$256,939$40,650$8,130iApproximate average salary by contribution assumption: employee only about $203,250 at 4% or $135,500 at 6%; with 50% employer match about $135,500 at 4% or $90,333 at 6%; with 100% employer match about $101,625 at 4% or $67,750 at 6%.
David M. Berg Ltd 401(K) Plan-5$256,939$40,650$8,130iApproximate average salary by contribution assumption: employee only about $203,250 at 4% or $135,500 at 6%; with 50% employer match about $135,500 at 4% or $90,333 at 6%; with 100% employer match about $101,625 at 4% or $67,750 at 6%.
201415$228,353$36,223$7,245iApproximate average salary by contribution assumption: employee only about $181,115 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,496 at 6%; with 100% employer match about $90,558 at 4% or $60,372 at 6%.
David M. Berg Ltd 401(K) Plan-5$228,353$36,223$7,245iApproximate average salary by contribution assumption: employee only about $181,115 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,496 at 6%; with 100% employer match about $90,558 at 4% or $60,372 at 6%.
201315$186,917$29,772$5,954iApproximate average salary by contribution assumption: employee only about $148,860 at 4% or $99,240 at 6%; with 50% employer match about $99,240 at 4% or $66,160 at 6%; with 100% employer match about $74,430 at 4% or $49,620 at 6%.
David M. Berg Ltd 401(K) Plan-5$186,917$29,772$5,954iApproximate average salary by contribution assumption: employee only about $148,860 at 4% or $99,240 at 6%; with 50% employer match about $99,240 at 4% or $66,160 at 6%; with 100% employer match about $74,430 at 4% or $49,620 at 6%.
201213$124,634$23,080$7,693iApproximate average salary by contribution assumption: employee only about $192,333 at 4% or $128,222 at 6%; with 50% employer match about $128,222 at 4% or $85,481 at 6%; with 100% employer match about $96,167 at 4% or $64,111 at 6%.
David M. Berg Ltd 401(K) Plan-3$124,634$23,080$7,693iApproximate average salary by contribution assumption: employee only about $192,333 at 4% or $128,222 at 6%; with 50% employer match about $128,222 at 4% or $85,481 at 6%; with 100% employer match about $96,167 at 4% or $64,111 at 6%.
201115$86,392$23,941$4,788iApproximate average salary by contribution assumption: employee only about $119,705 at 4% or $79,803 at 6%; with 50% employer match about $79,803 at 4% or $53,202 at 6%; with 100% employer match about $59,853 at 4% or $39,902 at 6%.
David M. Berg Ltd 401(K) Plan-5$86,392$23,941$4,788iApproximate average salary by contribution assumption: employee only about $119,705 at 4% or $79,803 at 6%; with 50% employer match about $79,803 at 4% or $53,202 at 6%; with 100% employer match about $59,853 at 4% or $39,902 at 6%.
201013$67,477$25,135$8,378iApproximate average salary by contribution assumption: employee only about $209,458 at 4% or $139,639 at 6%; with 50% employer match about $139,639 at 4% or $93,093 at 6%; with 100% employer match about $104,729 at 4% or $69,819 at 6%.
David M. Berg Ltd 401(K) Plan-3$67,477$25,135$8,378iApproximate average salary by contribution assumption: employee only about $209,458 at 4% or $139,639 at 6%; with 50% employer match about $139,639 at 4% or $93,093 at 6%; with 100% employer match about $104,729 at 4% or $69,819 at 6%.
200913$36,180$19,170$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.
David M. Berg Ltd 401(K) Plan-3$36,180$19,170$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.