Civic Intelligence

Berg & Associates Inc.

Plan context: Berg & Associates Inc. 401(K)/ Profit Sharing Plan

EIN 33-0075557 • San Pedro, CA • 21 filings • 3 plans

302 W. 5th StreetSuite 210San Pedro, CA 90731
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$5,424,499

2024 Contributions

$403,204

Historical Graphs

Total Assets Over Time

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

$7,065,634$3,532,817$0200420142024YearValue
$5,424,499Latest year 2024

Participants Over Time

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

34170200420142024YearValue
34Latest 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
2024134$5,424,499$403,204$11,859iApproximate average salary by contribution assumption: employee only about $296,474 at 4% or $197,649 at 6%; with 50% employer match about $197,649 at 4% or $131,766 at 6%; with 100% employer match about $148,237 at 4% or $98,825 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-34$5,424,499$403,204$11,859iApproximate average salary by contribution assumption: employee only about $296,474 at 4% or $197,649 at 6%; with 50% employer match about $197,649 at 4% or $131,766 at 6%; with 100% employer match about $148,237 at 4% or $98,825 at 6%.
2023133$6,996,385$376,322$11,404iApproximate average salary by contribution assumption: employee only about $285,092 at 4% or $190,062 at 6%; with 50% employer match about $190,062 at 4% or $126,708 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-33$6,996,385$376,322$11,404iApproximate average salary by contribution assumption: employee only about $285,092 at 4% or $190,062 at 6%; with 50% employer match about $190,062 at 4% or $126,708 at 6%; with 100% employer match about $142,546 at 4% or $95,031 at 6%.
2022132$5,861,351$373,828$11,682iApproximate average salary by contribution assumption: employee only about $292,053 at 4% or $194,702 at 6%; with 50% employer match about $194,702 at 4% or $129,801 at 6%; with 100% employer match about $146,027 at 4% or $97,351 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-32$5,861,351$373,828$11,682iApproximate average salary by contribution assumption: employee only about $292,053 at 4% or $194,702 at 6%; with 50% employer match about $194,702 at 4% or $129,801 at 6%; with 100% employer match about $146,027 at 4% or $97,351 at 6%.
2021132$7,065,634$438,136$13,692iApproximate average salary by contribution assumption: employee only about $342,294 at 4% or $228,196 at 6%; with 50% employer match about $228,196 at 4% or $152,131 at 6%; with 100% employer match about $171,147 at 4% or $114,098 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-32$7,065,634$438,136$13,692iApproximate average salary by contribution assumption: employee only about $342,294 at 4% or $228,196 at 6%; with 50% employer match about $228,196 at 4% or $152,131 at 6%; with 100% employer match about $171,147 at 4% or $114,098 at 6%.
2020133$6,117,909$377,899$11,451iApproximate average salary by contribution assumption: employee only about $286,287 at 4% or $190,858 at 6%; with 50% employer match about $190,858 at 4% or $127,239 at 6%; with 100% employer match about $143,144 at 4% or $95,429 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-33$6,117,909$377,899$11,451iApproximate average salary by contribution assumption: employee only about $286,287 at 4% or $190,858 at 6%; with 50% employer match about $190,858 at 4% or $127,239 at 6%; with 100% employer match about $143,144 at 4% or $95,429 at 6%.
2019128$5,263,330$333,635$11,916iApproximate average salary by contribution assumption: employee only about $297,888 at 4% or $198,592 at 6%; with 50% employer match about $198,592 at 4% or $132,395 at 6%; with 100% employer match about $148,944 at 4% or $99,296 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-28$5,263,330$333,635$11,916iApproximate average salary by contribution assumption: employee only about $297,888 at 4% or $198,592 at 6%; with 50% employer match about $198,592 at 4% or $132,395 at 6%; with 100% employer match about $148,944 at 4% or $99,296 at 6%.
2018127$4,342,910$363,572$13,466iApproximate average salary by contribution assumption: employee only about $336,641 at 4% or $224,427 at 6%; with 50% employer match about $224,427 at 4% or $149,618 at 6%; with 100% employer match about $168,320 at 4% or $112,214 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-27$4,342,910$363,572$13,466iApproximate average salary by contribution assumption: employee only about $336,641 at 4% or $224,427 at 6%; with 50% employer match about $224,427 at 4% or $149,618 at 6%; with 100% employer match about $168,320 at 4% or $112,214 at 6%.
2017126$4,254,707$318,590$12,253iApproximate average salary by contribution assumption: employee only about $306,337 at 4% or $204,224 at 6%; with 50% employer match about $204,224 at 4% or $136,150 at 6%; with 100% employer match about $153,168 at 4% or $102,112 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-26$4,254,707$318,590$12,253iApproximate average salary by contribution assumption: employee only about $306,337 at 4% or $204,224 at 6%; with 50% employer match about $204,224 at 4% or $136,150 at 6%; with 100% employer match about $153,168 at 4% or $102,112 at 6%.
2016123$3,405,212$286,372$12,451iApproximate average salary by contribution assumption: employee only about $311,274 at 4% or $207,516 at 6%; with 50% employer match about $207,516 at 4% or $138,344 at 6%; with 100% employer match about $155,637 at 4% or $103,758 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-23$3,405,212$286,372$12,451iApproximate average salary by contribution assumption: employee only about $311,274 at 4% or $207,516 at 6%; with 50% employer match about $207,516 at 4% or $138,344 at 6%; with 100% employer match about $155,637 at 4% or $103,758 at 6%.
2015123$3,092,130$293,393$12,756iApproximate average salary by contribution assumption: employee only about $318,905 at 4% or $212,604 at 6%; with 50% employer match about $212,604 at 4% or $141,736 at 6%; with 100% employer match about $159,453 at 4% or $106,302 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-23$3,092,130$293,393$12,756iApproximate average salary by contribution assumption: employee only about $318,905 at 4% or $212,604 at 6%; with 50% employer match about $212,604 at 4% or $141,736 at 6%; with 100% employer match about $159,453 at 4% or $106,302 at 6%.
2014124$2,832,736$267,118$11,130iApproximate average salary by contribution assumption: employee only about $278,248 at 4% or $185,499 at 6%; with 50% employer match about $185,499 at 4% or $123,666 at 6%; with 100% employer match about $139,124 at 4% or $92,749 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-24$2,832,736$267,118$11,130iApproximate average salary by contribution assumption: employee only about $278,248 at 4% or $185,499 at 6%; with 50% employer match about $185,499 at 4% or $123,666 at 6%; with 100% employer match about $139,124 at 4% or $92,749 at 6%.
2013123$2,608,533$220,019$9,566iApproximate average salary by contribution assumption: employee only about $239,151 at 4% or $159,434 at 6%; with 50% employer match about $159,434 at 4% or $106,289 at 6%; with 100% employer match about $119,576 at 4% or $79,717 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-23$2,608,533$220,019$9,566iApproximate average salary by contribution assumption: employee only about $239,151 at 4% or $159,434 at 6%; with 50% employer match about $159,434 at 4% or $106,289 at 6%; with 100% employer match about $119,576 at 4% or $79,717 at 6%.
2012122$2,071,800$196,996$8,954iApproximate average salary by contribution assumption: employee only about $223,859 at 4% or $149,239 at 6%; with 50% employer match about $149,239 at 4% or $99,493 at 6%; with 100% employer match about $111,930 at 4% or $74,620 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-22$2,071,800$196,996$8,954iApproximate average salary by contribution assumption: employee only about $223,859 at 4% or $149,239 at 6%; with 50% employer match about $149,239 at 4% or $99,493 at 6%; with 100% employer match about $111,930 at 4% or $74,620 at 6%.
2011121$1,786,430$191,681$9,128iApproximate average salary by contribution assumption: employee only about $228,192 at 4% or $152,128 at 6%; with 50% employer match about $152,128 at 4% or $101,419 at 6%; with 100% employer match about $114,096 at 4% or $76,064 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-21$1,786,430$191,681$9,128iApproximate average salary by contribution assumption: employee only about $228,192 at 4% or $152,128 at 6%; with 50% employer match about $152,128 at 4% or $101,419 at 6%; with 100% employer match about $114,096 at 4% or $76,064 at 6%.
2010120$1,646,236$189,615$9,481iApproximate average salary by contribution assumption: employee only about $237,019 at 4% or $158,013 at 6%; with 50% employer match about $158,013 at 4% or $105,342 at 6%; with 100% employer match about $118,509 at 4% or $79,006 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-20$1,646,236$189,615$9,481iApproximate average salary by contribution assumption: employee only about $237,019 at 4% or $158,013 at 6%; with 50% employer match about $158,013 at 4% or $105,342 at 6%; with 100% employer match about $118,509 at 4% or $79,006 at 6%.
2009119$1,392,803$186,618$9,822iApproximate average salary by contribution assumption: employee only about $245,550 at 4% or $163,700 at 6%; with 50% employer match about $163,700 at 4% or $109,133 at 6%; with 100% employer match about $122,775 at 4% or $81,850 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-19$1,392,803$186,618$9,822iApproximate average salary by contribution assumption: employee only about $245,550 at 4% or $163,700 at 6%; with 50% employer match about $163,700 at 4% or $109,133 at 6%; with 100% employer match about $122,775 at 4% or $81,850 at 6%.
2008122$1,095,540$169,464$7,703iApproximate average salary by contribution assumption: employee only about $192,573 at 4% or $128,382 at 6%; with 50% employer match about $128,382 at 4% or $85,588 at 6%; with 100% employer match about $96,286 at 4% or $64,191 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-22$1,095,540$169,464$7,703iApproximate average salary by contribution assumption: employee only about $192,573 at 4% or $128,382 at 6%; with 50% employer match about $128,382 at 4% or $85,588 at 6%; with 100% employer match about $96,286 at 4% or $64,191 at 6%.
2007119$1,108,477$139,374$7,335iApproximate average salary by contribution assumption: employee only about $183,387 at 4% or $122,258 at 6%; with 50% employer match about $122,258 at 4% or $81,505 at 6%; with 100% employer match about $91,693 at 4% or $61,129 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-19$1,108,477$139,374$7,335iApproximate average salary by contribution assumption: employee only about $183,387 at 4% or $122,258 at 6%; with 50% employer match about $122,258 at 4% or $81,505 at 6%; with 100% employer match about $91,693 at 4% or $61,129 at 6%.
2006113$904,234$141,996$10,923iApproximate average salary by contribution assumption: employee only about $273,069 at 4% or $182,046 at 6%; with 50% employer match about $182,046 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-13$904,234$141,996$10,923iApproximate average salary by contribution assumption: employee only about $273,069 at 4% or $182,046 at 6%; with 50% employer match about $182,046 at 4% or $121,364 at 6%; with 100% employer match about $136,535 at 4% or $91,023 at 6%.
2005112$791,527$183,694$15,308iApproximate average salary by contribution assumption: employee only about $382,696 at 4% or $255,131 at 6%; with 50% employer match about $255,131 at 4% or $170,087 at 6%; with 100% employer match about $191,348 at 4% or $127,565 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-12$791,527$183,694$15,308iApproximate average salary by contribution assumption: employee only about $382,696 at 4% or $255,131 at 6%; with 50% employer match about $255,131 at 4% or $170,087 at 6%; with 100% employer match about $191,348 at 4% or $127,565 at 6%.
2004117$605,967$186,407$10,965iApproximate average salary by contribution assumption: employee only about $274,128 at 4% or $182,752 at 6%; with 50% employer match about $182,752 at 4% or $121,835 at 6%; with 100% employer match about $137,064 at 4% or $91,376 at 6%.
Berg & Associates Inc. 401(K)/ Profit Sharing Plan-17$605,967$186,407$10,965iApproximate average salary by contribution assumption: employee only about $274,128 at 4% or $182,752 at 6%; with 50% employer match about $182,752 at 4% or $121,835 at 6%; with 100% employer match about $137,064 at 4% or $91,376 at 6%.