Civic Intelligence

Cliff Bergin & Associates Inc

Plan context: Cliff Bergin & Associates Inc 401K Plan

EIN 39-1409411 • Mequon, WI • 30 filings • 5 plans

6300 W. Donges Bay RoadMequon, WI 53092-4457
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$5,126,124

2024 Contributions

$424,584

Historical Graphs

Total Assets Over Time

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

$5,148,699$2,574,350$0199920132024YearValue
$5,126,124Latest year 2024

Participants Over Time

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

31160199920122024YearValue
28Latest 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
2024128$5,126,124$424,584$15,164iApproximate average salary by contribution assumption: employee only about $379,093 at 4% or $252,729 at 6%; with 50% employer match about $252,729 at 4% or $168,486 at 6%; with 100% employer match about $189,546 at 4% or $126,364 at 6%.
Cliff Bergin & Associates Inc 401K Plan-28$5,126,124$424,584$15,164iApproximate average salary by contribution assumption: employee only about $379,093 at 4% or $252,729 at 6%; with 50% employer match about $252,729 at 4% or $168,486 at 6%; with 100% employer match about $189,546 at 4% or $126,364 at 6%.
2023131$5,148,699$382,008$12,323iApproximate average salary by contribution assumption: employee only about $308,071 at 4% or $205,381 at 6%; with 50% employer match about $205,381 at 4% or $136,920 at 6%; with 100% employer match about $154,035 at 4% or $102,690 at 6%.
Cliff Bergin & Associates Inc 401K Plan-31$5,148,699$382,008$12,323iApproximate average salary by contribution assumption: employee only about $308,071 at 4% or $205,381 at 6%; with 50% employer match about $205,381 at 4% or $136,920 at 6%; with 100% employer match about $154,035 at 4% or $102,690 at 6%.
2022129$4,916,186$344,080$11,865iApproximate average salary by contribution assumption: employee only about $296,621 at 4% or $197,747 at 6%; with 50% employer match about $197,747 at 4% or $131,831 at 6%; with 100% employer match about $148,310 at 4% or $98,874 at 6%.
Cliff Bergin & Associates Inc 401K Plan-29$4,916,186$344,080$11,865iApproximate average salary by contribution assumption: employee only about $296,621 at 4% or $197,747 at 6%; with 50% employer match about $197,747 at 4% or $131,831 at 6%; with 100% employer match about $148,310 at 4% or $98,874 at 6%.
2021127$4,722,529$376,256$13,935iApproximate average salary by contribution assumption: employee only about $348,385 at 4% or $232,257 at 6%; with 50% employer match about $232,257 at 4% or $154,838 at 6%; with 100% employer match about $174,193 at 4% or $116,128 at 6%.
Cliff Bergin & Associates Inc 401K Plan-27$4,722,529$376,256$13,935iApproximate average salary by contribution assumption: employee only about $348,385 at 4% or $232,257 at 6%; with 50% employer match about $232,257 at 4% or $154,838 at 6%; with 100% employer match about $174,193 at 4% or $116,128 at 6%.
2020124$4,659,989$307,631$12,818iApproximate average salary by contribution assumption: employee only about $320,449 at 4% or $213,633 at 6%; with 50% employer match about $213,633 at 4% or $142,422 at 6%; with 100% employer match about $160,224 at 4% or $106,816 at 6%.
Cliff Bergin & Associates Inc 401K Plan-24$4,659,989$307,631$12,818iApproximate average salary by contribution assumption: employee only about $320,449 at 4% or $213,633 at 6%; with 50% employer match about $213,633 at 4% or $142,422 at 6%; with 100% employer match about $160,224 at 4% or $106,816 at 6%.
2019124$4,045,368$271,366$11,307iApproximate average salary by contribution assumption: employee only about $282,673 at 4% or $188,449 at 6%; with 50% employer match about $188,449 at 4% or $125,632 at 6%; with 100% employer match about $141,336 at 4% or $94,224 at 6%.
Cliff Bergin & Associates Inc 401K Plan-24$4,045,368$271,366$11,307iApproximate average salary by contribution assumption: employee only about $282,673 at 4% or $188,449 at 6%; with 50% employer match about $188,449 at 4% or $125,632 at 6%; with 100% employer match about $141,336 at 4% or $94,224 at 6%.
2018121$3,803,666$299,955$14,284iApproximate average salary by contribution assumption: employee only about $357,089 at 4% or $238,060 at 6%; with 50% employer match about $238,060 at 4% or $158,706 at 6%; with 100% employer match about $178,545 at 4% or $119,030 at 6%.
Cliff Bergin & Associates Inc 401K Plan-21$3,803,666$299,955$14,284iApproximate average salary by contribution assumption: employee only about $357,089 at 4% or $238,060 at 6%; with 50% employer match about $238,060 at 4% or $158,706 at 6%; with 100% employer match about $178,545 at 4% or $119,030 at 6%.
2017122$4,770,241$389,576$17,708iApproximate average salary by contribution assumption: employee only about $442,700 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,756 at 6%; with 100% employer match about $221,350 at 4% or $147,567 at 6%.
Cliff Bergin & Associates Inc 401K Plan-22$4,770,241$389,576$17,708iApproximate average salary by contribution assumption: employee only about $442,700 at 4% or $295,133 at 6%; with 50% employer match about $295,133 at 4% or $196,756 at 6%; with 100% employer match about $221,350 at 4% or $147,567 at 6%.
2016123$4,072,529$269,552$11,720iApproximate average salary by contribution assumption: employee only about $292,991 at 4% or $195,328 at 6%; with 50% employer match about $195,328 at 4% or $130,218 at 6%; with 100% employer match about $146,496 at 4% or $97,664 at 6%.
Cliff Bergin & Associates Inc 401K Plan-23$4,072,529$269,552$11,720iApproximate average salary by contribution assumption: employee only about $292,991 at 4% or $195,328 at 6%; with 50% employer match about $195,328 at 4% or $130,218 at 6%; with 100% employer match about $146,496 at 4% or $97,664 at 6%.
2015122$4,746,999$243,193$11,054iApproximate average salary by contribution assumption: employee only about $276,356 at 4% or $184,237 at 6%; with 50% employer match about $184,237 at 4% or $122,825 at 6%; with 100% employer match about $138,178 at 4% or $92,119 at 6%.
Cliff Bergin & Associates Inc 401K Plan-22$4,746,999$243,193$11,054iApproximate average salary by contribution assumption: employee only about $276,356 at 4% or $184,237 at 6%; with 50% employer match about $184,237 at 4% or $122,825 at 6%; with 100% employer match about $138,178 at 4% or $92,119 at 6%.
2014123$4,658,893$248,213$10,792iApproximate average salary by contribution assumption: employee only about $269,797 at 4% or $179,864 at 6%; with 50% employer match about $179,864 at 4% or $119,910 at 6%; with 100% employer match about $134,898 at 4% or $89,932 at 6%.
Cliff Bergin & Associates Inc 401K Plan-23$4,658,893$248,213$10,792iApproximate average salary by contribution assumption: employee only about $269,797 at 4% or $179,864 at 6%; with 50% employer match about $179,864 at 4% or $119,910 at 6%; with 100% employer match about $134,898 at 4% or $89,932 at 6%.
2013122$4,272,985$240,546$10,934iApproximate average salary by contribution assumption: employee only about $273,348 at 4% or $182,232 at 6%; with 50% employer match about $182,232 at 4% or $121,488 at 6%; with 100% employer match about $136,674 at 4% or $91,116 at 6%.
Cliff Bergin & Associates Inc 401K Plan-22$4,272,985$240,546$10,934iApproximate average salary by contribution assumption: employee only about $273,348 at 4% or $182,232 at 6%; with 50% employer match about $182,232 at 4% or $121,488 at 6%; with 100% employer match about $136,674 at 4% or $91,116 at 6%.
2012123$3,574,193$223,749$9,728iApproximate average salary by contribution assumption: employee only about $243,205 at 4% or $162,137 at 6%; with 50% employer match about $162,137 at 4% or $108,091 at 6%; with 100% employer match about $121,603 at 4% or $81,068 at 6%.
Cliff Bergin & Associates Inc 401K Plan-23$3,574,193$223,749$9,728iApproximate average salary by contribution assumption: employee only about $243,205 at 4% or $162,137 at 6%; with 50% employer match about $162,137 at 4% or $108,091 at 6%; with 100% employer match about $121,603 at 4% or $81,068 at 6%.
2011122$3,017,348$197,071$8,958iApproximate average salary by contribution assumption: employee only about $223,944 at 4% or $149,296 at 6%; with 50% employer match about $149,296 at 4% or $99,531 at 6%; with 100% employer match about $111,972 at 4% or $74,648 at 6%.
Cliff Bergin & Associates Inc 401K Plan-22$3,017,348$197,071$8,958iApproximate average salary by contribution assumption: employee only about $223,944 at 4% or $149,296 at 6%; with 50% employer match about $149,296 at 4% or $99,531 at 6%; with 100% employer match about $111,972 at 4% or $74,648 at 6%.
2010122$2,928,003$240,561$10,935iApproximate average salary by contribution assumption: employee only about $273,365 at 4% or $182,243 at 6%; with 50% employer match about $182,243 at 4% or $121,495 at 6%; with 100% employer match about $136,682 at 4% or $91,122 at 6%.
Cliff Bergin & Associates Inc 401K Plan-22$2,928,003$240,561$10,935iApproximate average salary by contribution assumption: employee only about $273,365 at 4% or $182,243 at 6%; with 50% employer match about $182,243 at 4% or $121,495 at 6%; with 100% employer match about $136,682 at 4% or $91,122 at 6%.
2009123$2,351,942$210,250$9,141iApproximate average salary by contribution assumption: employee only about $228,533 at 4% or $152,355 at 6%; with 50% employer match about $152,355 at 4% or $101,570 at 6%; with 100% employer match about $114,266 at 4% or $76,178 at 6%.
Cliff Bergin & Associates Inc 401K Plan-23$2,351,942$210,250$9,141iApproximate average salary by contribution assumption: employee only about $228,533 at 4% or $152,355 at 6%; with 50% employer match about $152,355 at 4% or $101,570 at 6%; with 100% employer match about $114,266 at 4% or $76,178 at 6%.
2008122$0$0-
Cliff Bergin & Associates Inc 401K Plan-22---
2007121$0$0-
Cliff Bergin & Associates Inc 401K Plan-21---
2006122$1,847,341$86,248$3,920iApproximate average salary by contribution assumption: employee only about $98,009 at 4% or $65,339 at 6%; with 50% employer match about $65,339 at 4% or $43,560 at 6%; with 100% employer match about $49,005 at 4% or $32,670 at 6%.
Cliff Bergin & Associates Inc 401K Plan-22$1,847,341$86,248$3,920iApproximate average salary by contribution assumption: employee only about $98,009 at 4% or $65,339 at 6%; with 50% employer match about $65,339 at 4% or $43,560 at 6%; with 100% employer match about $49,005 at 4% or $32,670 at 6%.
2005121$1,612,226$159,399$7,590iApproximate average salary by contribution assumption: employee only about $189,761 at 4% or $126,507 at 6%; with 50% employer match about $126,507 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,254 at 6%.
Cliff Bergin & Associates Inc 401K Plan-21$1,612,226$159,399$7,590iApproximate average salary by contribution assumption: employee only about $189,761 at 4% or $126,507 at 6%; with 50% employer match about $126,507 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,254 at 6%.
2004123$1,791,063$143,226$6,227iApproximate average salary by contribution assumption: employee only about $155,680 at 4% or $103,787 at 6%; with 50% employer match about $103,787 at 4% or $69,191 at 6%; with 100% employer match about $77,840 at 4% or $51,893 at 6%.
Cliff Bergin & Associates Inc 401K Plan-23$1,791,063$143,226$6,227iApproximate average salary by contribution assumption: employee only about $155,680 at 4% or $103,787 at 6%; with 50% employer match about $103,787 at 4% or $69,191 at 6%; with 100% employer match about $77,840 at 4% or $51,893 at 6%.
2003120$1,461,227$125,560$6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%.
Cliff Bergin & Associates Inc 401K Plan-20$1,461,227$125,560$6,278iApproximate average salary by contribution assumption: employee only about $156,950 at 4% or $104,633 at 6%; with 50% employer match about $104,633 at 4% or $69,756 at 6%; with 100% employer match about $78,475 at 4% or $52,317 at 6%.
2002220$1,157,871$164,044$8,202iApproximate average salary by contribution assumption: employee only about $205,055 at 4% or $136,703 at 6%; with 50% employer match about $136,703 at 4% or $91,136 at 6%; with 100% employer match about $102,528 at 4% or $68,352 at 6%.
Cliff Bergin & Associates Inc 401K Plan-20$1,157,871$164,044$8,202iApproximate average salary by contribution assumption: employee only about $205,055 at 4% or $136,703 at 6%; with 50% employer match about $136,703 at 4% or $91,136 at 6%; with 100% employer match about $102,528 at 4% or $68,352 at 6%.
Cliff Bergin & Associates Inc Money Purchase Plan-0---
2001221$1,135,697$130,887$6,233iApproximate average salary by contribution assumption: employee only about $155,818 at 4% or $103,879 at 6%; with 50% employer match about $103,879 at 4% or $69,252 at 6%; with 100% employer match about $77,909 at 4% or $51,939 at 6%.
Cliff Bergin & Associates Inc Money Purchase Plan-21$568,684$61,519$2,929iApproximate average salary by contribution assumption: employee only about $73,237 at 4% or $48,825 at 6%; with 50% employer match about $48,825 at 4% or $32,550 at 6%; with 100% employer match about $36,618 at 4% or $24,412 at 6%.
Cliff Bergin & Associates Inc 401K Plan-20$567,013$69,368$3,468iApproximate average salary by contribution assumption: employee only about $86,710 at 4% or $57,807 at 6%; with 50% employer match about $57,807 at 4% or $38,538 at 6%; with 100% employer match about $43,355 at 4% or $28,903 at 6%.
2000220$1,192,486$128,541$6,427iApproximate average salary by contribution assumption: employee only about $160,676 at 4% or $107,118 at 6%; with 50% employer match about $107,118 at 4% or $71,412 at 6%; with 100% employer match about $80,338 at 4% or $53,559 at 6%.
Cliff Bergin & Associates Inc Money Purchase Plan-20$646,514$63,130$3,157iApproximate average salary by contribution assumption: employee only about $78,913 at 4% or $52,608 at 6%; with 50% employer match about $52,608 at 4% or $35,072 at 6%; with 100% employer match about $39,456 at 4% or $26,304 at 6%.
Cliff Bergin & Associates Inc 401K Plan-19$545,972$65,411$3,443iApproximate average salary by contribution assumption: employee only about $86,067 at 4% or $57,378 at 6%; with 50% employer match about $57,378 at 4% or $38,252 at 6%; with 100% employer match about $43,034 at 4% or $28,689 at 6%.
1999218$1,162,403$115,460$6,414iApproximate average salary by contribution assumption: employee only about $160,361 at 4% or $106,907 at 6%; with 50% employer match about $106,907 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%.
Cliff Bergin & Associates Inc Money Purchase Plan-18$610,052$57,049$3,169iApproximate average salary by contribution assumption: employee only about $79,235 at 4% or $52,823 at 6%; with 50% employer match about $52,823 at 4% or $35,215 at 6%; with 100% employer match about $39,617 at 4% or $26,412 at 6%.
Cliff Bergin & Associates Inc 401K Plan-17$552,351$58,411$3,436iApproximate average salary by contribution assumption: employee only about $85,899 at 4% or $57,266 at 6%; with 50% employer match about $57,266 at 4% or $38,177 at 6%; with 100% employer match about $42,949 at 4% or $28,633 at 6%.