Bergerson-Caswell Inc.
Plan context: Bergerson-Caswell Inc. Profit Sharing Plan and Trust
EIN 41-0671042 • Maple Plain, MN • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
25
2025 Assets
$1,816,838
2025 Contributions
$158,068
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 25 | $1,816,838 | $158,068 | $6,323iApproximate average salary by contribution assumption: employee only about $158,068 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,252 at 6%; with 100% employer match about $79,034 at 4% or $52,689 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 25 | $1,816,838 | $158,068 | $6,323iApproximate average salary by contribution assumption: employee only about $158,068 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,252 at 6%; with 100% employer match about $79,034 at 4% or $52,689 at 6%. |
| 2024 | 1 | 22 | $2,000,616 | $94,439 | $4,293iApproximate average salary by contribution assumption: employee only about $107,317 at 4% or $71,545 at 6%; with 50% employer match about $71,545 at 4% or $47,696 at 6%; with 100% employer match about $53,659 at 4% or $35,772 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 22 | $2,000,616 | $94,439 | $4,293iApproximate average salary by contribution assumption: employee only about $107,317 at 4% or $71,545 at 6%; with 50% employer match about $71,545 at 4% or $47,696 at 6%; with 100% employer match about $53,659 at 4% or $35,772 at 6%. |
| 2023 | 1 | 22 | $1,982,852 | $138,882 | $6,313iApproximate average salary by contribution assumption: employee only about $157,820 at 4% or $105,214 at 6%; with 50% employer match about $105,214 at 4% or $70,142 at 6%; with 100% employer match about $78,910 at 4% or $52,607 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 22 | $1,982,852 | $138,882 | $6,313iApproximate average salary by contribution assumption: employee only about $157,820 at 4% or $105,214 at 6%; with 50% employer match about $105,214 at 4% or $70,142 at 6%; with 100% employer match about $78,910 at 4% or $52,607 at 6%. |
| 2022 | 1 | 22 | $1,797,132 | $113,892 | $5,177iApproximate average salary by contribution assumption: employee only about $129,423 at 4% or $86,282 at 6%; with 50% employer match about $86,282 at 4% or $57,521 at 6%; with 100% employer match about $64,711 at 4% or $43,141 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 22 | $1,797,132 | $113,892 | $5,177iApproximate average salary by contribution assumption: employee only about $129,423 at 4% or $86,282 at 6%; with 50% employer match about $86,282 at 4% or $57,521 at 6%; with 100% employer match about $64,711 at 4% or $43,141 at 6%. |
| 2021 | 1 | 24 | $1,674,422 | $103,703 | $4,321iApproximate average salary by contribution assumption: employee only about $108,024 at 4% or $72,016 at 6%; with 50% employer match about $72,016 at 4% or $48,011 at 6%; with 100% employer match about $54,012 at 4% or $36,008 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 24 | $1,674,422 | $103,703 | $4,321iApproximate average salary by contribution assumption: employee only about $108,024 at 4% or $72,016 at 6%; with 50% employer match about $72,016 at 4% or $48,011 at 6%; with 100% employer match about $54,012 at 4% or $36,008 at 6%. |
| 2020 | 1 | 21 | $1,748,545 | $80,226 | $3,820iApproximate average salary by contribution assumption: employee only about $95,507 at 4% or $63,671 at 6%; with 50% employer match about $63,671 at 4% or $42,448 at 6%; with 100% employer match about $47,754 at 4% or $31,836 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 21 | $1,748,545 | $80,226 | $3,820iApproximate average salary by contribution assumption: employee only about $95,507 at 4% or $63,671 at 6%; with 50% employer match about $63,671 at 4% or $42,448 at 6%; with 100% employer match about $47,754 at 4% or $31,836 at 6%. |
| 2019 | 1 | 23 | $1,394,723 | $93,260 | $4,055iApproximate average salary by contribution assumption: employee only about $101,370 at 4% or $67,580 at 6%; with 50% employer match about $67,580 at 4% or $45,053 at 6%; with 100% employer match about $50,685 at 4% or $33,790 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 23 | $1,394,723 | $93,260 | $4,055iApproximate average salary by contribution assumption: employee only about $101,370 at 4% or $67,580 at 6%; with 50% employer match about $67,580 at 4% or $45,053 at 6%; with 100% employer match about $50,685 at 4% or $33,790 at 6%. |
| 2018 | 1 | 25 | $2,216,128 | $102,245 | $4,090iApproximate average salary by contribution assumption: employee only about $102,245 at 4% or $68,163 at 6%; with 50% employer match about $68,163 at 4% or $45,442 at 6%; with 100% employer match about $51,123 at 4% or $34,082 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 25 | $2,216,128 | $102,245 | $4,090iApproximate average salary by contribution assumption: employee only about $102,245 at 4% or $68,163 at 6%; with 50% employer match about $68,163 at 4% or $45,442 at 6%; with 100% employer match about $51,123 at 4% or $34,082 at 6%. |
| 2017 | 1 | 25 | $2,402,723 | $125,175 | $5,007iApproximate average salary by contribution assumption: employee only about $125,175 at 4% or $83,450 at 6%; with 50% employer match about $83,450 at 4% or $55,633 at 6%; with 100% employer match about $62,588 at 4% or $41,725 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 25 | $2,402,723 | $125,175 | $5,007iApproximate average salary by contribution assumption: employee only about $125,175 at 4% or $83,450 at 6%; with 50% employer match about $83,450 at 4% or $55,633 at 6%; with 100% employer match about $62,588 at 4% or $41,725 at 6%. |
| 2016 | 1 | 35 | $2,626,711 | $170,843 | $4,881iApproximate average salary by contribution assumption: employee only about $122,031 at 4% or $81,354 at 6%; with 50% employer match about $81,354 at 4% or $54,236 at 6%; with 100% employer match about $61,015 at 4% or $40,677 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 35 | $2,626,711 | $170,843 | $4,881iApproximate average salary by contribution assumption: employee only about $122,031 at 4% or $81,354 at 6%; with 50% employer match about $81,354 at 4% or $54,236 at 6%; with 100% employer match about $61,015 at 4% or $40,677 at 6%. |
| 2015 | 1 | 37 | $2,500,918 | $164,941 | $4,458iApproximate average salary by contribution assumption: employee only about $111,447 at 4% or $74,298 at 6%; with 50% employer match about $74,298 at 4% or $49,532 at 6%; with 100% employer match about $55,723 at 4% or $37,149 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 37 | $2,500,918 | $164,941 | $4,458iApproximate average salary by contribution assumption: employee only about $111,447 at 4% or $74,298 at 6%; with 50% employer match about $74,298 at 4% or $49,532 at 6%; with 100% employer match about $55,723 at 4% or $37,149 at 6%. |
| 2014 | 1 | 35 | $2,594,218 | $156,341 | $4,467iApproximate average salary by contribution assumption: employee only about $111,672 at 4% or $74,448 at 6%; with 50% employer match about $74,448 at 4% or $49,632 at 6%; with 100% employer match about $55,836 at 4% or $37,224 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 35 | $2,594,218 | $156,341 | $4,467iApproximate average salary by contribution assumption: employee only about $111,672 at 4% or $74,448 at 6%; with 50% employer match about $74,448 at 4% or $49,632 at 6%; with 100% employer match about $55,836 at 4% or $37,224 at 6%. |
| 2013 | 1 | 39 | $2,661,925 | $172,465 | $4,422iApproximate average salary by contribution assumption: employee only about $110,554 at 4% or $73,703 at 6%; with 50% employer match about $73,703 at 4% or $49,135 at 6%; with 100% employer match about $55,277 at 4% or $36,851 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 39 | $2,661,925 | $172,465 | $4,422iApproximate average salary by contribution assumption: employee only about $110,554 at 4% or $73,703 at 6%; with 50% employer match about $73,703 at 4% or $49,135 at 6%; with 100% employer match about $55,277 at 4% or $36,851 at 6%. |
| 2012 | 1 | 41 | $2,430,545 | $206,225 | $5,030iApproximate average salary by contribution assumption: employee only about $125,747 at 4% or $83,831 at 6%; with 50% employer match about $83,831 at 4% or $55,888 at 6%; with 100% employer match about $62,873 at 4% or $41,916 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 41 | $2,430,545 | $206,225 | $5,030iApproximate average salary by contribution assumption: employee only about $125,747 at 4% or $83,831 at 6%; with 50% employer match about $83,831 at 4% or $55,888 at 6%; with 100% employer match about $62,873 at 4% or $41,916 at 6%. |
| 2011 | 1 | 39 | $2,409,915 | $171,539 | $4,398iApproximate average salary by contribution assumption: employee only about $109,961 at 4% or $73,307 at 6%; with 50% employer match about $73,307 at 4% or $48,872 at 6%; with 100% employer match about $54,980 at 4% or $36,654 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 39 | $2,409,915 | $171,539 | $4,398iApproximate average salary by contribution assumption: employee only about $109,961 at 4% or $73,307 at 6%; with 50% employer match about $73,307 at 4% or $48,872 at 6%; with 100% employer match about $54,980 at 4% or $36,654 at 6%. |
| 2010 | 2 | 46 | $4,910,650 | $340,446 | $7,401iApproximate average salary by contribution assumption: employee only about $185,025 at 4% or $123,350 at 6%; with 50% employer match about $123,350 at 4% or $82,233 at 6%; with 100% employer match about $92,513 at 4% or $61,675 at 6%. |
| BERGERSON-CASWELL, INC. PROFIT SHARING PLAN AND TRUST | - | 46 | $2,455,325 | $170,223 | $3,701iApproximate average salary by contribution assumption: employee only about $92,513 at 4% or $61,675 at 6%; with 50% employer match about $61,675 at 4% or $41,117 at 6%; with 100% employer match about $46,256 at 4% or $30,838 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 46 | $2,455,325 | $170,223 | $3,701iApproximate average salary by contribution assumption: employee only about $92,513 at 4% or $61,675 at 6%; with 50% employer match about $61,675 at 4% or $41,117 at 6%; with 100% employer match about $46,256 at 4% or $30,838 at 6%. |
| 2009 | 1 | 49 | $1,984,350 | $203,775 | $4,159iApproximate average salary by contribution assumption: employee only about $103,967 at 4% or $69,311 at 6%; with 50% employer match about $69,311 at 4% or $46,207 at 6%; with 100% employer match about $51,983 at 4% or $34,656 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 49 | $1,984,350 | $203,775 | $4,159iApproximate average salary by contribution assumption: employee only about $103,967 at 4% or $69,311 at 6%; with 50% employer match about $69,311 at 4% or $46,207 at 6%; with 100% employer match about $51,983 at 4% or $34,656 at 6%. |
| 2008 | 1 | 40 | $1,325,107 | $183,353 | $4,584iApproximate average salary by contribution assumption: employee only about $114,596 at 4% or $76,397 at 6%; with 50% employer match about $76,397 at 4% or $50,931 at 6%; with 100% employer match about $57,298 at 4% or $38,199 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 40 | $1,325,107 | $183,353 | $4,584iApproximate average salary by contribution assumption: employee only about $114,596 at 4% or $76,397 at 6%; with 50% employer match about $76,397 at 4% or $50,931 at 6%; with 100% employer match about $57,298 at 4% or $38,199 at 6%. |
| 2007 | 1 | 39 | $0 | $0 | - |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 39 | - | - | - |
| 2006 | 1 | 36 | $1,631,667 | $133,326 | $3,704iApproximate average salary by contribution assumption: employee only about $92,588 at 4% or $61,725 at 6%; with 50% employer match about $61,725 at 4% or $41,150 at 6%; with 100% employer match about $46,294 at 4% or $30,863 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 36 | $1,631,667 | $133,326 | $3,704iApproximate average salary by contribution assumption: employee only about $92,588 at 4% or $61,725 at 6%; with 50% employer match about $61,725 at 4% or $41,150 at 6%; with 100% employer match about $46,294 at 4% or $30,863 at 6%. |
| 2005 | 1 | 31 | $1,425,525 | $124,942 | $4,030iApproximate average salary by contribution assumption: employee only about $100,760 at 4% or $67,173 at 6%; with 50% employer match about $67,173 at 4% or $44,782 at 6%; with 100% employer match about $50,380 at 4% or $33,587 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 31 | $1,425,525 | $124,942 | $4,030iApproximate average salary by contribution assumption: employee only about $100,760 at 4% or $67,173 at 6%; with 50% employer match about $67,173 at 4% or $44,782 at 6%; with 100% employer match about $50,380 at 4% or $33,587 at 6%. |
| 2004 | 1 | 34 | $1,153,519 | $125,741 | $3,698iApproximate average salary by contribution assumption: employee only about $92,457 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 34 | $1,153,519 | $125,741 | $3,698iApproximate average salary by contribution assumption: employee only about $92,457 at 4% or $61,638 at 6%; with 50% employer match about $61,638 at 4% or $41,092 at 6%; with 100% employer match about $46,228 at 4% or $30,819 at 6%. |
| 2003 | 1 | 31 | $0 | $0 | - |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 31 | - | - | - |
| 2002 | 1 | 30 | $0 | $0 | - |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 30 | - | - | - |
| 2001 | 1 | 30 | $0 | $0 | - |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 30 | - | - | - |
| 2000 | 1 | 26 | $778,715 | $80,198 | $3,085iApproximate average salary by contribution assumption: employee only about $77,113 at 4% or $51,409 at 6%; with 50% employer match about $51,409 at 4% or $34,273 at 6%; with 100% employer match about $38,557 at 4% or $25,704 at 6%. |
| Bergerson-Caswell Inc. Profit Sharing Plan and Trust | - | 26 | $778,715 | $80,198 | $3,085iApproximate average salary by contribution assumption: employee only about $77,113 at 4% or $51,409 at 6%; with 50% employer match about $51,409 at 4% or $34,273 at 6%; with 100% employer match about $38,557 at 4% or $25,704 at 6%. |