Civic Intelligence

Samuel J. Berngard, D.D.S. PC

Plan context: Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan

EIN 38-2423203 • Cape Coral, FL • 20 filings • 3 plans

5386 Coral AvenueCape Coral, FL 33904
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$2,207,659

2009 Contributions

$160,836

Historical Graphs

Total Assets Over Time

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

$2,207,659$1,103,830$0199920042006YearValue
$2,207,659Latest year 2006

Participants Over Time

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

530199920032007YearValue
2Latest year 2007

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
200910$0$0-
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-----
200810$0$0-
SAMUEL J. BERNGARD, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN-0---
200722$0$0-
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-2---
SAMUEL J. BERNGARD, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN-1---
200622$2,207,659$160,836$80,418iApproximate average salary by contribution assumption: employee only about $2,010,450 at 4% or $1,340,300 at 6%; with 50% employer match about $1,340,300 at 4% or $893,533 at 6%; with 100% employer match about $1,005,225 at 4% or $670,150 at 6%.
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-2$1,718,890--
SAMUEL J. BERNGARD, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN-1$488,769$160,836$160,836iApproximate average salary by contribution assumption: employee only about $4,020,900 at 4% or $2,680,600 at 6%; with 50% employer match about $2,680,600 at 4% or $1,787,067 at 6%; with 100% employer match about $2,010,450 at 4% or $1,340,300 at 6%.
200524$1,766,480$144,374$36,094iApproximate average salary by contribution assumption: employee only about $902,338 at 4% or $601,558 at 6%; with 50% employer match about $601,558 at 4% or $401,039 at 6%; with 100% employer match about $451,169 at 4% or $300,779 at 6%.
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-4$1,445,248--
SAMUEL J. BERNGARD, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN-3$321,232$144,374$48,125iApproximate average salary by contribution assumption: employee only about $1,203,117 at 4% or $802,078 at 6%; with 50% employer match about $802,078 at 4% or $534,719 at 6%; with 100% employer match about $601,558 at 4% or $401,039 at 6%.
200424$1,409,326$148,256$37,064iApproximate average salary by contribution assumption: employee only about $926,600 at 4% or $617,733 at 6%; with 50% employer match about $617,733 at 4% or $411,822 at 6%; with 100% employer match about $463,300 at 4% or $308,867 at 6%.
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-4$1,242,993--
SAMUEL J. BERNGARD, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN-3$166,333$148,256$49,419iApproximate average salary by contribution assumption: employee only about $1,235,467 at 4% or $823,644 at 6%; with 50% employer match about $823,644 at 4% or $549,096 at 6%; with 100% employer match about $617,733 at 4% or $411,822 at 6%.
200324$1,142,669$48,386$12,097iApproximate average salary by contribution assumption: employee only about $302,413 at 4% or $201,608 at 6%; with 50% employer match about $201,608 at 4% or $134,406 at 6%; with 100% employer match about $151,206 at 4% or $100,804 at 6%.
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-4$1,142,669$48,386$12,097iApproximate average salary by contribution assumption: employee only about $302,413 at 4% or $201,608 at 6%; with 50% employer match about $201,608 at 4% or $134,406 at 6%; with 100% employer match about $151,206 at 4% or $100,804 at 6%.
SAMUEL J. BERNGARD, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN-4---
200225$1,071,484$48,481$9,696iApproximate average salary by contribution assumption: employee only about $242,405 at 4% or $161,603 at 6%; with 50% employer match about $161,603 at 4% or $107,736 at 6%; with 100% employer match about $121,203 at 4% or $80,802 at 6%.
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-5$1,071,484$48,481$9,696iApproximate average salary by contribution assumption: employee only about $242,405 at 4% or $161,603 at 6%; with 50% employer match about $161,603 at 4% or $107,736 at 6%; with 100% employer match about $121,203 at 4% or $80,802 at 6%.
Samuel J. Berngard, D.D.S. PC. Money Purchase Pension Plan-0---
200125$0$0-
Samuel J. Berngard, D.D.S. PC. Money Purchase Pension Plan-5---
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-5---
200024$0$0-
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-4---
Samuel J. Berngard, D.D.S. PC. Money Purchase Pension Plan-4---
199924$1,863,599$39,848$9,962iApproximate average salary by contribution assumption: employee only about $249,050 at 4% or $166,033 at 6%; with 50% employer match about $166,033 at 4% or $110,689 at 6%; with 100% employer match about $124,525 at 4% or $83,017 at 6%.
Samuel J. Berngard, D.D.S. PC. Money Purchase Pension Plan-4$1,091,954$22,288$5,572iApproximate average salary by contribution assumption: employee only about $139,300 at 4% or $92,867 at 6%; with 50% employer match about $92,867 at 4% or $61,911 at 6%; with 100% employer match about $69,650 at 4% or $46,433 at 6%.
Samuel J. Berngard, D.D.S. PC. Profit Sharing Plan-4$771,645$17,560$4,390iApproximate average salary by contribution assumption: employee only about $109,750 at 4% or $73,167 at 6%; with 50% employer match about $73,167 at 4% or $48,778 at 6%; with 100% employer match about $54,875 at 4% or $36,583 at 6%.