Civic Intelligence

Fred Berglund & Sons Inc

Plan context: Fred Berglund & Sons Inc. 401K Retirement Plan

EIN 36-2058060 • Chicago, IL • 26 filings • 6 plans

8410 S. South Chicago AvenueChicago, IL 60617
Current Snapshot

Latest Year

2024

2024 Participants

100

2024 Assets

$17,145,832

2024 Contributions

$1,551,391

Historical Graphs

Total Assets Over Time

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

$17,145,832$8,572,916$0199920132024YearValue
$17,145,832Latest year 2024

Participants Over Time

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

111560199920122024YearValue
100Latest 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
20241100$17,145,832$1,551,391$15,514iApproximate average salary by contribution assumption: employee only about $387,848 at 4% or $258,565 at 6%; with 50% employer match about $258,565 at 4% or $172,377 at 6%; with 100% employer match about $193,924 at 4% or $129,283 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-100$17,145,832$1,551,391$15,514iApproximate average salary by contribution assumption: employee only about $387,848 at 4% or $258,565 at 6%; with 50% employer match about $258,565 at 4% or $172,377 at 6%; with 100% employer match about $193,924 at 4% or $129,283 at 6%.
20231111$16,032,815$1,395,942$12,576iApproximate average salary by contribution assumption: employee only about $314,401 at 4% or $209,601 at 6%; with 50% employer match about $209,601 at 4% or $139,734 at 6%; with 100% employer match about $157,201 at 4% or $104,800 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-111$16,032,815$1,395,942$12,576iApproximate average salary by contribution assumption: employee only about $314,401 at 4% or $209,601 at 6%; with 50% employer match about $209,601 at 4% or $139,734 at 6%; with 100% employer match about $157,201 at 4% or $104,800 at 6%.
2022191$14,952,641$1,158,367$12,729iApproximate average salary by contribution assumption: employee only about $318,233 at 4% or $212,155 at 6%; with 50% employer match about $212,155 at 4% or $141,437 at 6%; with 100% employer match about $159,116 at 4% or $106,078 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-91$14,952,641$1,158,367$12,729iApproximate average salary by contribution assumption: employee only about $318,233 at 4% or $212,155 at 6%; with 50% employer match about $212,155 at 4% or $141,437 at 6%; with 100% employer match about $159,116 at 4% or $106,078 at 6%.
2021199$16,956,752$1,091,618$11,026iApproximate average salary by contribution assumption: employee only about $275,661 at 4% or $183,774 at 6%; with 50% employer match about $183,774 at 4% or $122,516 at 6%; with 100% employer match about $137,831 at 4% or $91,887 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-99$16,956,752$1,091,618$11,026iApproximate average salary by contribution assumption: employee only about $275,661 at 4% or $183,774 at 6%; with 50% employer match about $183,774 at 4% or $122,516 at 6%; with 100% employer match about $137,831 at 4% or $91,887 at 6%.
20201100$15,419,273$1,059,889$10,599iApproximate average salary by contribution assumption: employee only about $264,972 at 4% or $176,648 at 6%; with 50% employer match about $176,648 at 4% or $117,765 at 6%; with 100% employer match about $132,486 at 4% or $88,324 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-100$15,419,273$1,059,889$10,599iApproximate average salary by contribution assumption: employee only about $264,972 at 4% or $176,648 at 6%; with 50% employer match about $176,648 at 4% or $117,765 at 6%; with 100% employer match about $132,486 at 4% or $88,324 at 6%.
2019198$13,218,881$986,596$10,067iApproximate average salary by contribution assumption: employee only about $251,683 at 4% or $167,788 at 6%; with 50% employer match about $167,788 at 4% or $111,859 at 6%; with 100% employer match about $125,841 at 4% or $83,894 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-98$13,218,881$986,596$10,067iApproximate average salary by contribution assumption: employee only about $251,683 at 4% or $167,788 at 6%; with 50% employer match about $167,788 at 4% or $111,859 at 6%; with 100% employer match about $125,841 at 4% or $83,894 at 6%.
2018189$10,591,779$1,006,922$11,314iApproximate average salary by contribution assumption: employee only about $282,843 at 4% or $188,562 at 6%; with 50% employer match about $188,562 at 4% or $125,708 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-89$10,591,779$1,006,922$11,314iApproximate average salary by contribution assumption: employee only about $282,843 at 4% or $188,562 at 6%; with 50% employer match about $188,562 at 4% or $125,708 at 6%; with 100% employer match about $141,422 at 4% or $94,281 at 6%.
2017192$11,347,189$775,998$8,435iApproximate average salary by contribution assumption: employee only about $210,869 at 4% or $140,579 at 6%; with 50% employer match about $140,579 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-92$11,347,189$775,998$8,435iApproximate average salary by contribution assumption: employee only about $210,869 at 4% or $140,579 at 6%; with 50% employer match about $140,579 at 4% or $93,720 at 6%; with 100% employer match about $105,435 at 4% or $70,290 at 6%.
2016192$9,279,985$737,431$8,016iApproximate average salary by contribution assumption: employee only about $200,389 at 4% or $133,593 at 6%; with 50% employer match about $133,593 at 4% or $89,062 at 6%; with 100% employer match about $100,194 at 4% or $66,796 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-92$9,279,985$737,431$8,016iApproximate average salary by contribution assumption: employee only about $200,389 at 4% or $133,593 at 6%; with 50% employer match about $133,593 at 4% or $89,062 at 6%; with 100% employer match about $100,194 at 4% or $66,796 at 6%.
2015193$8,288,264$750,981$8,075iApproximate average salary by contribution assumption: employee only about $201,877 at 4% or $134,584 at 6%; with 50% employer match about $134,584 at 4% or $89,723 at 6%; with 100% employer match about $100,938 at 4% or $67,292 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-93$8,288,264$750,981$8,075iApproximate average salary by contribution assumption: employee only about $201,877 at 4% or $134,584 at 6%; with 50% employer match about $134,584 at 4% or $89,723 at 6%; with 100% employer match about $100,938 at 4% or $67,292 at 6%.
2014185$7,764,175$510,358$6,004iApproximate average salary by contribution assumption: employee only about $150,105 at 4% or $100,070 at 6%; with 50% employer match about $100,070 at 4% or $66,713 at 6%; with 100% employer match about $75,053 at 4% or $50,035 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-85$7,764,175$510,358$6,004iApproximate average salary by contribution assumption: employee only about $150,105 at 4% or $100,070 at 6%; with 50% employer match about $100,070 at 4% or $66,713 at 6%; with 100% employer match about $75,053 at 4% or $50,035 at 6%.
2013190$7,136,130$472,897$5,254iApproximate average salary by contribution assumption: employee only about $131,360 at 4% or $87,574 at 6%; with 50% employer match about $87,574 at 4% or $58,382 at 6%; with 100% employer match about $65,680 at 4% or $43,787 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-90$7,136,130$472,897$5,254iApproximate average salary by contribution assumption: employee only about $131,360 at 4% or $87,574 at 6%; with 50% employer match about $87,574 at 4% or $58,382 at 6%; with 100% employer match about $65,680 at 4% or $43,787 at 6%.
2012189$5,874,094$483,580$5,433iApproximate average salary by contribution assumption: employee only about $135,837 at 4% or $90,558 at 6%; with 50% employer match about $90,558 at 4% or $60,372 at 6%; with 100% employer match about $67,919 at 4% or $45,279 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-89$5,874,094$483,580$5,433iApproximate average salary by contribution assumption: employee only about $135,837 at 4% or $90,558 at 6%; with 50% employer match about $90,558 at 4% or $60,372 at 6%; with 100% employer match about $67,919 at 4% or $45,279 at 6%.
2011183$5,050,846$547,704$6,599iApproximate average salary by contribution assumption: employee only about $164,971 at 4% or $109,981 at 6%; with 50% employer match about $109,981 at 4% or $73,320 at 6%; with 100% employer match about $82,486 at 4% or $54,990 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-83$5,050,846$547,704$6,599iApproximate average salary by contribution assumption: employee only about $164,971 at 4% or $109,981 at 6%; with 50% employer match about $109,981 at 4% or $73,320 at 6%; with 100% employer match about $82,486 at 4% or $54,990 at 6%.
2010181$5,495,272$510,292$6,300iApproximate average salary by contribution assumption: employee only about $157,498 at 4% or $104,998 at 6%; with 50% employer match about $104,998 at 4% or $69,999 at 6%; with 100% employer match about $78,749 at 4% or $52,499 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-81$5,495,272$510,292$6,300iApproximate average salary by contribution assumption: employee only about $157,498 at 4% or $104,998 at 6%; with 50% employer match about $104,998 at 4% or $69,999 at 6%; with 100% employer match about $78,749 at 4% or $52,499 at 6%.
2009157$4,854,535$522,389$9,165iApproximate average salary by contribution assumption: employee only about $229,118 at 4% or $152,745 at 6%; with 50% employer match about $152,745 at 4% or $101,830 at 6%; with 100% employer match about $114,559 at 4% or $76,373 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-57$4,854,535$522,389$9,165iApproximate average salary by contribution assumption: employee only about $229,118 at 4% or $152,745 at 6%; with 50% employer match about $152,745 at 4% or $101,830 at 6%; with 100% employer match about $114,559 at 4% or $76,373 at 6%.
2008180$3,693,348$320,135$4,002iApproximate average salary by contribution assumption: employee only about $100,042 at 4% or $66,695 at 6%; with 50% employer match about $66,695 at 4% or $44,463 at 6%; with 100% employer match about $50,021 at 4% or $33,347 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-80$3,693,348$320,135$4,002iApproximate average salary by contribution assumption: employee only about $100,042 at 4% or $66,695 at 6%; with 50% employer match about $66,695 at 4% or $44,463 at 6%; with 100% employer match about $50,021 at 4% or $33,347 at 6%.
2007166$0$0-
Fred Berglund & Sons Inc. 401K Retirement Plan-66---
2006157$4,676,243$525,630$9,222iApproximate average salary by contribution assumption: employee only about $230,539 at 4% or $153,693 at 6%; with 50% employer match about $153,693 at 4% or $102,462 at 6%; with 100% employer match about $115,270 at 4% or $76,846 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-57$4,676,243$525,630$9,222iApproximate average salary by contribution assumption: employee only about $230,539 at 4% or $153,693 at 6%; with 50% employer match about $153,693 at 4% or $102,462 at 6%; with 100% employer match about $115,270 at 4% or $76,846 at 6%.
2005166$3,901,433$491,800$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,795 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-66$3,901,433$491,800$7,452iApproximate average salary by contribution assumption: employee only about $186,288 at 4% or $124,192 at 6%; with 50% employer match about $124,192 at 4% or $82,795 at 6%; with 100% employer match about $93,144 at 4% or $62,096 at 6%.
2004145$3,409,155$514,217$11,427iApproximate average salary by contribution assumption: employee only about $285,676 at 4% or $190,451 at 6%; with 50% employer match about $190,451 at 4% or $126,967 at 6%; with 100% employer match about $142,838 at 4% or $95,225 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-45$3,409,155$514,217$11,427iApproximate average salary by contribution assumption: employee only about $285,676 at 4% or $190,451 at 6%; with 50% employer match about $190,451 at 4% or $126,967 at 6%; with 100% employer match about $142,838 at 4% or $95,225 at 6%.
2003148$2,701,204$581,474$12,114iApproximate average salary by contribution assumption: employee only about $302,851 at 4% or $201,901 at 6%; with 50% employer match about $201,901 at 4% or $134,600 at 6%; with 100% employer match about $151,426 at 4% or $100,950 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-48$2,701,204$581,474$12,114iApproximate average salary by contribution assumption: employee only about $302,851 at 4% or $201,901 at 6%; with 50% employer match about $201,901 at 4% or $134,600 at 6%; with 100% employer match about $151,426 at 4% or $100,950 at 6%.
2002149$0$0-
Fred Berglund & Sons Inc. 401K Retirement Plan-49---
200110$0$0-
Fred Berglund & Sons Inc. 401K Retirement Plan-0---
2000140$1,430,680$437,967$10,949iApproximate average salary by contribution assumption: employee only about $273,729 at 4% or $182,486 at 6%; with 50% employer match about $182,486 at 4% or $121,658 at 6%; with 100% employer match about $136,865 at 4% or $91,243 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-40$1,430,680$437,967$10,949iApproximate average salary by contribution assumption: employee only about $273,729 at 4% or $182,486 at 6%; with 50% employer match about $182,486 at 4% or $121,658 at 6%; with 100% employer match about $136,865 at 4% or $91,243 at 6%.
1999143$1,085,815$311,528$7,245iApproximate average salary by contribution assumption: employee only about $181,121 at 4% or $120,747 at 6%; with 50% employer match about $120,747 at 4% or $80,498 at 6%; with 100% employer match about $90,560 at 4% or $60,374 at 6%.
Fred Berglund & Sons Inc. 401K Retirement Plan-43$1,085,815$311,528$7,245iApproximate average salary by contribution assumption: employee only about $181,121 at 4% or $120,747 at 6%; with 50% employer match about $120,747 at 4% or $80,498 at 6%; with 100% employer match about $90,560 at 4% or $60,374 at 6%.