K.A. Bergquist Inc.
Plan context: The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan
EIN 34-0928060 • Toledo, OH • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
75
2024 Assets
$6,748,683
2024 Contributions
$465,588
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 75 | $6,748,683 | $465,588 | $6,208iApproximate average salary by contribution assumption: employee only about $155,196 at 4% or $103,464 at 6%; with 50% employer match about $103,464 at 4% or $68,976 at 6%; with 100% employer match about $77,598 at 4% or $51,732 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 75 | $6,748,683 | $465,588 | $6,208iApproximate average salary by contribution assumption: employee only about $155,196 at 4% or $103,464 at 6%; with 50% employer match about $103,464 at 4% or $68,976 at 6%; with 100% employer match about $77,598 at 4% or $51,732 at 6%. |
| 2023 | 1 | 70 | $6,540,552 | $551,394 | $7,877iApproximate average salary by contribution assumption: employee only about $196,926 at 4% or $131,284 at 6%; with 50% employer match about $131,284 at 4% or $87,523 at 6%; with 100% employer match about $98,463 at 4% or $65,642 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 70 | $6,540,552 | $551,394 | $7,877iApproximate average salary by contribution assumption: employee only about $196,926 at 4% or $131,284 at 6%; with 50% employer match about $131,284 at 4% or $87,523 at 6%; with 100% employer match about $98,463 at 4% or $65,642 at 6%. |
| 2022 | 1 | 75 | $6,449,962 | $458,651 | $6,115iApproximate average salary by contribution assumption: employee only about $152,884 at 4% or $101,922 at 6%; with 50% employer match about $101,922 at 4% or $67,948 at 6%; with 100% employer match about $76,442 at 4% or $50,961 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 75 | $6,449,962 | $458,651 | $6,115iApproximate average salary by contribution assumption: employee only about $152,884 at 4% or $101,922 at 6%; with 50% employer match about $101,922 at 4% or $67,948 at 6%; with 100% employer match about $76,442 at 4% or $50,961 at 6%. |
| 2021 | 1 | 64 | $7,506,387 | $459,452 | $7,179iApproximate average salary by contribution assumption: employee only about $179,473 at 4% or $119,649 at 6%; with 50% employer match about $119,649 at 4% or $79,766 at 6%; with 100% employer match about $89,737 at 4% or $59,824 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 64 | $7,506,387 | $459,452 | $7,179iApproximate average salary by contribution assumption: employee only about $179,473 at 4% or $119,649 at 6%; with 50% employer match about $119,649 at 4% or $79,766 at 6%; with 100% employer match about $89,737 at 4% or $59,824 at 6%. |
| 2020 | 1 | 67 | $9,796,709 | $506,327 | $7,557iApproximate average salary by contribution assumption: employee only about $188,928 at 4% or $125,952 at 6%; with 50% employer match about $125,952 at 4% or $83,968 at 6%; with 100% employer match about $94,464 at 4% or $62,976 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 67 | $9,796,709 | $506,327 | $7,557iApproximate average salary by contribution assumption: employee only about $188,928 at 4% or $125,952 at 6%; with 50% employer match about $125,952 at 4% or $83,968 at 6%; with 100% employer match about $94,464 at 4% or $62,976 at 6%. |
| 2019 | 1 | 64 | $8,669,159 | $370,051 | $5,782iApproximate average salary by contribution assumption: employee only about $144,551 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,245 at 6%; with 100% employer match about $72,276 at 4% or $48,184 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 64 | $8,669,159 | $370,051 | $5,782iApproximate average salary by contribution assumption: employee only about $144,551 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,245 at 6%; with 100% employer match about $72,276 at 4% or $48,184 at 6%. |
| 2018 | 1 | 58 | $7,253,152 | $313,652 | $5,408iApproximate average salary by contribution assumption: employee only about $135,195 at 4% or $90,130 at 6%; with 50% employer match about $90,130 at 4% or $60,087 at 6%; with 100% employer match about $67,597 at 4% or $45,065 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 58 | $7,253,152 | $313,652 | $5,408iApproximate average salary by contribution assumption: employee only about $135,195 at 4% or $90,130 at 6%; with 50% employer match about $90,130 at 4% or $60,087 at 6%; with 100% employer match about $67,597 at 4% or $45,065 at 6%. |
| 2017 | 1 | 56 | $7,917,899 | $309,325 | $5,524iApproximate average salary by contribution assumption: employee only about $138,092 at 4% or $92,061 at 6%; with 50% employer match about $92,061 at 4% or $61,374 at 6%; with 100% employer match about $69,046 at 4% or $46,031 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 56 | $7,917,899 | $309,325 | $5,524iApproximate average salary by contribution assumption: employee only about $138,092 at 4% or $92,061 at 6%; with 50% employer match about $92,061 at 4% or $61,374 at 6%; with 100% employer match about $69,046 at 4% or $46,031 at 6%. |
| 2016 | 1 | 62 | $7,815,970 | $331,354 | $5,344iApproximate average salary by contribution assumption: employee only about $133,610 at 4% or $89,074 at 6%; with 50% employer match about $89,074 at 4% or $59,382 at 6%; with 100% employer match about $66,805 at 4% or $44,537 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 62 | $7,815,970 | $331,354 | $5,344iApproximate average salary by contribution assumption: employee only about $133,610 at 4% or $89,074 at 6%; with 50% employer match about $89,074 at 4% or $59,382 at 6%; with 100% employer match about $66,805 at 4% or $44,537 at 6%. |
| 2015 | 1 | 79 | $8,238,230 | $422,025 | $5,342iApproximate average salary by contribution assumption: employee only about $133,552 at 4% or $89,035 at 6%; with 50% employer match about $89,035 at 4% or $59,357 at 6%; with 100% employer match about $66,776 at 4% or $44,517 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 79 | $8,238,230 | $422,025 | $5,342iApproximate average salary by contribution assumption: employee only about $133,552 at 4% or $89,035 at 6%; with 50% employer match about $89,035 at 4% or $59,357 at 6%; with 100% employer match about $66,776 at 4% or $44,517 at 6%. |
| 2014 | 1 | 71 | $8,022,893 | $279,890 | $3,942iApproximate average salary by contribution assumption: employee only about $98,553 at 4% or $65,702 at 6%; with 50% employer match about $65,702 at 4% or $43,801 at 6%; with 100% employer match about $49,276 at 4% or $32,851 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 71 | $8,022,893 | $279,890 | $3,942iApproximate average salary by contribution assumption: employee only about $98,553 at 4% or $65,702 at 6%; with 50% employer match about $65,702 at 4% or $43,801 at 6%; with 100% employer match about $49,276 at 4% or $32,851 at 6%. |
| 2013 | 1 | 74 | $8,627,282 | $280,012 | $3,784iApproximate average salary by contribution assumption: employee only about $94,599 at 4% or $63,066 at 6%; with 50% employer match about $63,066 at 4% or $42,044 at 6%; with 100% employer match about $47,299 at 4% or $31,533 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 74 | $8,627,282 | $280,012 | $3,784iApproximate average salary by contribution assumption: employee only about $94,599 at 4% or $63,066 at 6%; with 50% employer match about $63,066 at 4% or $42,044 at 6%; with 100% employer match about $47,299 at 4% or $31,533 at 6%. |
| 2012 | 1 | 82 | $8,070,439 | $456,125 | $5,563iApproximate average salary by contribution assumption: employee only about $139,063 at 4% or $92,708 at 6%; with 50% employer match about $92,708 at 4% or $61,806 at 6%; with 100% employer match about $69,531 at 4% or $46,354 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 82 | $8,070,439 | $456,125 | $5,563iApproximate average salary by contribution assumption: employee only about $139,063 at 4% or $92,708 at 6%; with 50% employer match about $92,708 at 4% or $61,806 at 6%; with 100% employer match about $69,531 at 4% or $46,354 at 6%. |
| 2011 | 1 | 70 | $7,082,958 | $685,041 | $9,786iApproximate average salary by contribution assumption: employee only about $244,657 at 4% or $163,105 at 6%; with 50% employer match about $163,105 at 4% or $108,737 at 6%; with 100% employer match about $122,329 at 4% or $81,553 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 70 | $7,082,958 | $685,041 | $9,786iApproximate average salary by contribution assumption: employee only about $244,657 at 4% or $163,105 at 6%; with 50% employer match about $163,105 at 4% or $108,737 at 6%; with 100% employer match about $122,329 at 4% or $81,553 at 6%. |
| 2010 | 1 | 63 | $6,509,351 | $658,734 | $10,456iApproximate average salary by contribution assumption: employee only about $261,402 at 4% or $174,268 at 6%; with 50% employer match about $174,268 at 4% or $116,179 at 6%; with 100% employer match about $130,701 at 4% or $87,134 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 63 | $6,509,351 | $658,734 | $10,456iApproximate average salary by contribution assumption: employee only about $261,402 at 4% or $174,268 at 6%; with 50% employer match about $174,268 at 4% or $116,179 at 6%; with 100% employer match about $130,701 at 4% or $87,134 at 6%. |
| 2009 | 1 | 61 | $5,250,145 | $761,296 | $12,480iApproximate average salary by contribution assumption: employee only about $312,007 at 4% or $208,004 at 6%; with 50% employer match about $208,004 at 4% or $138,670 at 6%; with 100% employer match about $156,003 at 4% or $104,002 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 61 | $5,250,145 | $761,296 | $12,480iApproximate average salary by contribution assumption: employee only about $312,007 at 4% or $208,004 at 6%; with 50% employer match about $208,004 at 4% or $138,670 at 6%; with 100% employer match about $156,003 at 4% or $104,002 at 6%. |
| 2008 | 1 | 58 | $4,008,719 | $253,737 | $4,375iApproximate average salary by contribution assumption: employee only about $109,369 at 4% or $72,913 at 6%; with 50% employer match about $72,913 at 4% or $48,609 at 6%; with 100% employer match about $54,685 at 4% or $36,456 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 58 | $4,008,719 | $253,737 | $4,375iApproximate average salary by contribution assumption: employee only about $109,369 at 4% or $72,913 at 6%; with 50% employer match about $72,913 at 4% or $48,609 at 6%; with 100% employer match about $54,685 at 4% or $36,456 at 6%. |
| 2007 | 1 | 57 | $5,512,801 | $561,709 | $9,855iApproximate average salary by contribution assumption: employee only about $246,364 at 4% or $164,242 at 6%; with 50% employer match about $164,242 at 4% or $109,495 at 6%; with 100% employer match about $123,182 at 4% or $82,121 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 57 | $5,512,801 | $561,709 | $9,855iApproximate average salary by contribution assumption: employee only about $246,364 at 4% or $164,242 at 6%; with 50% employer match about $164,242 at 4% or $109,495 at 6%; with 100% employer match about $123,182 at 4% or $82,121 at 6%. |
| 2006 | 1 | 52 | $0 | $0 | - |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 52 | - | - | - |
| 2005 | 1 | 48 | $4,068,533 | $561,043 | $11,688iApproximate average salary by contribution assumption: employee only about $292,210 at 4% or $194,807 at 6%; with 50% employer match about $194,807 at 4% or $129,871 at 6%; with 100% employer match about $146,105 at 4% or $97,403 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 48 | $4,068,533 | $561,043 | $11,688iApproximate average salary by contribution assumption: employee only about $292,210 at 4% or $194,807 at 6%; with 50% employer match about $194,807 at 4% or $129,871 at 6%; with 100% employer match about $146,105 at 4% or $97,403 at 6%. |
| 2004 | 1 | 47 | $3,444,830 | $518,072 | $11,023iApproximate average salary by contribution assumption: employee only about $275,570 at 4% or $183,713 at 6%; with 50% employer match about $183,713 at 4% or $122,476 at 6%; with 100% employer match about $137,785 at 4% or $91,857 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 47 | $3,444,830 | $518,072 | $11,023iApproximate average salary by contribution assumption: employee only about $275,570 at 4% or $183,713 at 6%; with 50% employer match about $183,713 at 4% or $122,476 at 6%; with 100% employer match about $137,785 at 4% or $91,857 at 6%. |
| 2003 | 1 | 50 | $2,978,472 | $470,601 | $9,412iApproximate average salary by contribution assumption: employee only about $235,301 at 4% or $156,867 at 6%; with 50% employer match about $156,867 at 4% or $104,578 at 6%; with 100% employer match about $117,650 at 4% or $78,434 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 50 | $2,978,472 | $470,601 | $9,412iApproximate average salary by contribution assumption: employee only about $235,301 at 4% or $156,867 at 6%; with 50% employer match about $156,867 at 4% or $104,578 at 6%; with 100% employer match about $117,650 at 4% or $78,434 at 6%. |
| 2002 | 1 | 47 | $2,712,839 | $409,012 | $8,702iApproximate average salary by contribution assumption: employee only about $217,560 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 47 | $2,712,839 | $409,012 | $8,702iApproximate average salary by contribution assumption: employee only about $217,560 at 4% or $145,040 at 6%; with 50% employer match about $145,040 at 4% or $96,693 at 6%; with 100% employer match about $108,780 at 4% or $72,520 at 6%. |
| 2001 | 1 | 52 | $2,510,732 | $255,740 | $4,918iApproximate average salary by contribution assumption: employee only about $122,952 at 4% or $81,968 at 6%; with 50% employer match about $81,968 at 4% or $54,645 at 6%; with 100% employer match about $61,476 at 4% or $40,984 at 6%. |
| The K.A. Bergquist Inc. Employees 401(K) Profit Sharing Plan | - | 52 | $2,510,732 | $255,740 | $4,918iApproximate average salary by contribution assumption: employee only about $122,952 at 4% or $81,968 at 6%; with 50% employer match about $81,968 at 4% or $54,645 at 6%; with 100% employer match about $61,476 at 4% or $40,984 at 6%. |