Bergstrom-Mahler Museum
Plan context: Bergstrom-Mahler Museum Retirement Plan
EIN 39-0958257 • Neenah, WI • 28 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$511,678
2024 Contributions
$41,752
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 | 14 | $511,678 | $41,752 | $2,982iApproximate average salary by contribution assumption: employee only about $74,557 at 4% or $49,705 at 6%; with 50% employer match about $49,705 at 4% or $33,137 at 6%; with 100% employer match about $37,279 at 4% or $24,852 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 14 | $511,678 | $41,752 | $2,982iApproximate average salary by contribution assumption: employee only about $74,557 at 4% or $49,705 at 6%; with 50% employer match about $49,705 at 4% or $33,137 at 6%; with 100% employer match about $37,279 at 4% or $24,852 at 6%. |
| 2023 | 1 | 12 | $406,233 | $66,038 | $5,503iApproximate average salary by contribution assumption: employee only about $137,579 at 4% or $91,719 at 6%; with 50% employer match about $91,719 at 4% or $61,146 at 6%; with 100% employer match about $68,790 at 4% or $45,860 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 12 | $406,233 | $66,038 | $5,503iApproximate average salary by contribution assumption: employee only about $137,579 at 4% or $91,719 at 6%; with 50% employer match about $91,719 at 4% or $61,146 at 6%; with 100% employer match about $68,790 at 4% or $45,860 at 6%. |
| 2022 | 1 | 12 | $273,770 | $47,932 | $3,994iApproximate average salary by contribution assumption: employee only about $99,858 at 4% or $66,572 at 6%; with 50% employer match about $66,572 at 4% or $44,381 at 6%; with 100% employer match about $49,929 at 4% or $33,286 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 12 | $273,770 | $47,932 | $3,994iApproximate average salary by contribution assumption: employee only about $99,858 at 4% or $66,572 at 6%; with 50% employer match about $66,572 at 4% or $44,381 at 6%; with 100% employer match about $49,929 at 4% or $33,286 at 6%. |
| 2021 | 1 | 11 | $337,831 | $24,532 | $2,230iApproximate average salary by contribution assumption: employee only about $55,755 at 4% or $37,170 at 6%; with 50% employer match about $37,170 at 4% or $24,780 at 6%; with 100% employer match about $27,877 at 4% or $18,585 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 11 | $337,831 | $24,532 | $2,230iApproximate average salary by contribution assumption: employee only about $55,755 at 4% or $37,170 at 6%; with 50% employer match about $37,170 at 4% or $24,780 at 6%; with 100% employer match about $27,877 at 4% or $18,585 at 6%. |
| 2020 | 1 | 11 | $336,225 | $33,337 | $3,031iApproximate average salary by contribution assumption: employee only about $75,766 at 4% or $50,511 at 6%; with 50% employer match about $50,511 at 4% or $33,674 at 6%; with 100% employer match about $37,883 at 4% or $25,255 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 11 | $336,225 | $33,337 | $3,031iApproximate average salary by contribution assumption: employee only about $75,766 at 4% or $50,511 at 6%; with 50% employer match about $50,511 at 4% or $33,674 at 6%; with 100% employer match about $37,883 at 4% or $25,255 at 6%. |
| 2019 | 1 | 12 | $627,420 | $47,555 | $3,963iApproximate average salary by contribution assumption: employee only about $99,073 at 4% or $66,049 at 6%; with 50% employer match about $66,049 at 4% or $44,032 at 6%; with 100% employer match about $49,536 at 4% or $33,024 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 12 | $627,420 | $47,555 | $3,963iApproximate average salary by contribution assumption: employee only about $99,073 at 4% or $66,049 at 6%; with 50% employer match about $66,049 at 4% or $44,032 at 6%; with 100% employer match about $49,536 at 4% or $33,024 at 6%. |
| 2018 | 1 | 11 | $484,145 | $51,087 | $4,644iApproximate average salary by contribution assumption: employee only about $116,107 at 4% or $77,405 at 6%; with 50% employer match about $77,405 at 4% or $51,603 at 6%; with 100% employer match about $58,053 at 4% or $38,702 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 11 | $484,145 | $51,087 | $4,644iApproximate average salary by contribution assumption: employee only about $116,107 at 4% or $77,405 at 6%; with 50% employer match about $77,405 at 4% or $51,603 at 6%; with 100% employer match about $58,053 at 4% or $38,702 at 6%. |
| 2017 | 1 | 12 | $482,066 | $68,407 | $5,701iApproximate average salary by contribution assumption: employee only about $142,515 at 4% or $95,010 at 6%; with 50% employer match about $95,010 at 4% or $63,340 at 6%; with 100% employer match about $71,257 at 4% or $47,505 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 12 | $482,066 | $68,407 | $5,701iApproximate average salary by contribution assumption: employee only about $142,515 at 4% or $95,010 at 6%; with 50% employer match about $95,010 at 4% or $63,340 at 6%; with 100% employer match about $71,257 at 4% or $47,505 at 6%. |
| 2016 | 1 | 11 | $346,362 | $53,397 | $4,854iApproximate average salary by contribution assumption: employee only about $121,357 at 4% or $80,905 at 6%; with 50% employer match about $80,905 at 4% or $53,936 at 6%; with 100% employer match about $60,678 at 4% or $40,452 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 11 | $346,362 | $53,397 | $4,854iApproximate average salary by contribution assumption: employee only about $121,357 at 4% or $80,905 at 6%; with 50% employer match about $80,905 at 4% or $53,936 at 6%; with 100% employer match about $60,678 at 4% or $40,452 at 6%. |
| 2015 | 1 | 10 | $268,555 | $48,216 | $4,822iApproximate average salary by contribution assumption: employee only about $120,540 at 4% or $80,360 at 6%; with 50% employer match about $80,360 at 4% or $53,573 at 6%; with 100% employer match about $60,270 at 4% or $40,180 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 10 | $268,555 | $48,216 | $4,822iApproximate average salary by contribution assumption: employee only about $120,540 at 4% or $80,360 at 6%; with 50% employer match about $80,360 at 4% or $53,573 at 6%; with 100% employer match about $60,270 at 4% or $40,180 at 6%. |
| 2014 | 1 | 8 | $225,254 | $34,378 | $4,297iApproximate average salary by contribution assumption: employee only about $107,431 at 4% or $71,621 at 6%; with 50% employer match about $71,621 at 4% or $47,747 at 6%; with 100% employer match about $53,716 at 4% or $35,810 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 8 | $225,254 | $34,378 | $4,297iApproximate average salary by contribution assumption: employee only about $107,431 at 4% or $71,621 at 6%; with 50% employer match about $71,621 at 4% or $47,747 at 6%; with 100% employer match about $53,716 at 4% or $35,810 at 6%. |
| 2013 | 1 | 5 | $177,691 | $27,671 | $5,534iApproximate average salary by contribution assumption: employee only about $138,355 at 4% or $92,237 at 6%; with 50% employer match about $92,237 at 4% or $61,491 at 6%; with 100% employer match about $69,178 at 4% or $46,118 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 5 | $177,691 | $27,671 | $5,534iApproximate average salary by contribution assumption: employee only about $138,355 at 4% or $92,237 at 6%; with 50% employer match about $92,237 at 4% or $61,491 at 6%; with 100% employer match about $69,178 at 4% or $46,118 at 6%. |
| 2012 | 1 | 3 | $124,525 | $20,863 | $6,954iApproximate average salary by contribution assumption: employee only about $173,858 at 4% or $115,906 at 6%; with 50% employer match about $115,906 at 4% or $77,270 at 6%; with 100% employer match about $86,929 at 4% or $57,953 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 3 | $124,525 | $20,863 | $6,954iApproximate average salary by contribution assumption: employee only about $173,858 at 4% or $115,906 at 6%; with 50% employer match about $115,906 at 4% or $77,270 at 6%; with 100% employer match about $86,929 at 4% or $57,953 at 6%. |
| 2011 | 1 | 3 | $91,321 | $22,675 | $7,558iApproximate average salary by contribution assumption: employee only about $188,958 at 4% or $125,972 at 6%; with 50% employer match about $125,972 at 4% or $83,981 at 6%; with 100% employer match about $94,479 at 4% or $62,986 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 3 | $91,321 | $22,675 | $7,558iApproximate average salary by contribution assumption: employee only about $188,958 at 4% or $125,972 at 6%; with 50% employer match about $125,972 at 4% or $83,981 at 6%; with 100% employer match about $94,479 at 4% or $62,986 at 6%. |
| 2010 | 1 | 4 | $149,000 | $23,528 | $5,882iApproximate average salary by contribution assumption: employee only about $147,050 at 4% or $98,033 at 6%; with 50% employer match about $98,033 at 4% or $65,356 at 6%; with 100% employer match about $73,525 at 4% or $49,017 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 4 | $149,000 | $23,528 | $5,882iApproximate average salary by contribution assumption: employee only about $147,050 at 4% or $98,033 at 6%; with 50% employer match about $98,033 at 4% or $65,356 at 6%; with 100% employer match about $73,525 at 4% or $49,017 at 6%. |
| 2009 | 1 | 3 | $110,687 | $19,647 | $6,549iApproximate average salary by contribution assumption: employee only about $163,725 at 4% or $109,150 at 6%; with 50% employer match about $109,150 at 4% or $72,767 at 6%; with 100% employer match about $81,863 at 4% or $54,575 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 3 | $110,687 | $19,647 | $6,549iApproximate average salary by contribution assumption: employee only about $163,725 at 4% or $109,150 at 6%; with 50% employer match about $109,150 at 4% or $72,767 at 6%; with 100% employer match about $81,863 at 4% or $54,575 at 6%. |
| 2008 | 1 | 4 | $69,908 | $18,347 | $4,587iApproximate average salary by contribution assumption: employee only about $114,669 at 4% or $76,446 at 6%; with 50% employer match about $76,446 at 4% or $50,964 at 6%; with 100% employer match about $57,334 at 4% or $38,223 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 4 | $69,908 | $18,347 | $4,587iApproximate average salary by contribution assumption: employee only about $114,669 at 4% or $76,446 at 6%; with 50% employer match about $76,446 at 4% or $50,964 at 6%; with 100% employer match about $57,334 at 4% or $38,223 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Bergstrom-Mahler Museum Retirement Plan | - | 2 | - | - | - |
| 2006 | 1 | 4 | $91,172 | $17,606 | $4,402iApproximate average salary by contribution assumption: employee only about $110,038 at 4% or $73,358 at 6%; with 50% employer match about $73,358 at 4% or $48,906 at 6%; with 100% employer match about $55,019 at 4% or $36,679 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 4 | $91,172 | $17,606 | $4,402iApproximate average salary by contribution assumption: employee only about $110,038 at 4% or $73,358 at 6%; with 50% employer match about $73,358 at 4% or $48,906 at 6%; with 100% employer match about $55,019 at 4% or $36,679 at 6%. |
| 2005 | 1 | 6 | $74,200 | $14,612 | $2,435iApproximate average salary by contribution assumption: employee only about $60,883 at 4% or $40,589 at 6%; with 50% employer match about $40,589 at 4% or $27,059 at 6%; with 100% employer match about $30,442 at 4% or $20,294 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 6 | $74,200 | $14,612 | $2,435iApproximate average salary by contribution assumption: employee only about $60,883 at 4% or $40,589 at 6%; with 50% employer match about $40,589 at 4% or $27,059 at 6%; with 100% employer match about $30,442 at 4% or $20,294 at 6%. |
| 2004 | 1 | 5 | $55,637 | $7,706 | $1,541iApproximate average salary by contribution assumption: employee only about $38,530 at 4% or $25,687 at 6%; with 50% employer match about $25,687 at 4% or $17,124 at 6%; with 100% employer match about $19,265 at 4% or $12,843 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 5 | $55,637 | $7,706 | $1,541iApproximate average salary by contribution assumption: employee only about $38,530 at 4% or $25,687 at 6%; with 50% employer match about $25,687 at 4% or $17,124 at 6%; with 100% employer match about $19,265 at 4% or $12,843 at 6%. |
| 2003 | 1 | 4 | $42,886 | $6,201 | $1,550iApproximate average salary by contribution assumption: employee only about $38,756 at 4% or $25,838 at 6%; with 50% employer match about $25,838 at 4% or $17,225 at 6%; with 100% employer match about $19,378 at 4% or $12,919 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 4 | $42,886 | $6,201 | $1,550iApproximate average salary by contribution assumption: employee only about $38,756 at 4% or $25,838 at 6%; with 50% employer match about $25,838 at 4% or $17,225 at 6%; with 100% employer match about $19,378 at 4% or $12,919 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Bergstrom-Mahler Museum Retirement Plan | - | 4 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| BERSTROM-MAHLER MUSEUM, INC. SECTION 125 CAFETERIA PLAN ARRANGEMENT | - | 2 | - | - | - |
| Bergstrom-Mahler Museum Retirement Plan | - | 4 | - | - | - |
| 2000 | 2 | 5 | $23,555 | $9,633 | $1,927iApproximate average salary by contribution assumption: employee only about $48,165 at 4% or $32,110 at 6%; with 50% employer match about $32,110 at 4% or $21,407 at 6%; with 100% employer match about $24,083 at 4% or $16,055 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 5 | $23,555 | $8,463 | $1,693iApproximate average salary by contribution assumption: employee only about $42,315 at 4% or $28,210 at 6%; with 50% employer match about $28,210 at 4% or $18,807 at 6%; with 100% employer match about $21,158 at 4% or $14,105 at 6%. |
| BERGSTROM-MAHLER MUSEUM, INC. SECTION 125 CAFETERIA PLAN ARRANGEMENT | - | 2 | - | $1,170 | $585iApproximate average salary by contribution assumption: employee only about $14,625 at 4% or $9,750 at 6%; with 50% employer match about $9,750 at 4% or $6,500 at 6%; with 100% employer match about $7,313 at 4% or $4,875 at 6%. |
| 1999 | 1 | 5 | $17,937 | $6,726 | $1,345iApproximate average salary by contribution assumption: employee only about $33,630 at 4% or $22,420 at 6%; with 50% employer match about $22,420 at 4% or $14,947 at 6%; with 100% employer match about $16,815 at 4% or $11,210 at 6%. |
| Bergstrom-Mahler Museum Retirement Plan | - | 5 | $17,937 | $6,726 | $1,345iApproximate average salary by contribution assumption: employee only about $33,630 at 4% or $22,420 at 6%; with 50% employer match about $22,420 at 4% or $14,947 at 6%; with 100% employer match about $16,815 at 4% or $11,210 at 6%. |