The Bergquist Company
Plan context: The Bergquist Company Profit Sharing & 401K Plan and Trust
EIN 41-0901713 • Chanhassen, MN • 40 filings • 10 plans
Current Snapshot
Latest Year
2015
2015 Participants
785
2015 Assets
$44,475,580
2015 Contributions
$716,198
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 |
|---|---|---|---|---|---|
| 2015 | 3 | 0 | $0 | $716,198 | - |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 0 | - | $716,198 | - |
| The Bergquist Co. H C & Dep D C Exp Reimb Plan | - | 0 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 0 | - | - | - |
| 2014 | 2 | 785 | $44,475,580 | $4,346,585 | $5,537iApproximate average salary by contribution assumption: employee only about $138,426 at 4% or $92,284 at 6%; with 50% employer match about $92,284 at 4% or $61,523 at 6%; with 100% employer match about $69,213 at 4% or $46,142 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 785 | $44,475,580 | $4,346,585 | $5,537iApproximate average salary by contribution assumption: employee only about $138,426 at 4% or $92,284 at 6%; with 50% employer match about $92,284 at 4% or $61,523 at 6%; with 100% employer match about $69,213 at 4% or $46,142 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | - | - | - | - |
| 2013 | 2 | 731 | $43,025,558 | $5,118,883 | $7,003iApproximate average salary by contribution assumption: employee only about $175,064 at 4% or $116,710 at 6%; with 50% employer match about $116,710 at 4% or $77,806 at 6%; with 100% employer match about $87,532 at 4% or $58,355 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 731 | $43,025,558 | $5,118,883 | $7,003iApproximate average salary by contribution assumption: employee only about $175,064 at 4% or $116,710 at 6%; with 50% employer match about $116,710 at 4% or $77,806 at 6%; with 100% employer match about $87,532 at 4% or $58,355 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 663 | - | - | - |
| 2012 | 2 | 675 | $37,193,516 | $3,818,424 | $5,657iApproximate average salary by contribution assumption: employee only about $141,423 at 4% or $94,282 at 6%; with 50% employer match about $94,282 at 4% or $62,855 at 6%; with 100% employer match about $70,712 at 4% or $47,141 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 675 | $37,193,516 | $3,818,424 | $5,657iApproximate average salary by contribution assumption: employee only about $141,423 at 4% or $94,282 at 6%; with 50% employer match about $94,282 at 4% or $62,855 at 6%; with 100% employer match about $70,712 at 4% or $47,141 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 644 | - | - | - |
| 2011 | 2 | 653 | $30,531,520 | $3,493,556 | $5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,445 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 653 | $30,531,520 | $3,493,556 | $5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,445 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 640 | - | - | - |
| 2010 | 2 | 664 | $26,520,140 | $3,301,419 | $4,972iApproximate average salary by contribution assumption: employee only about $124,300 at 4% or $82,867 at 6%; with 50% employer match about $82,867 at 4% or $55,245 at 6%; with 100% employer match about $62,150 at 4% or $41,433 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 664 | $26,520,140 | $3,301,419 | $4,972iApproximate average salary by contribution assumption: employee only about $124,300 at 4% or $82,867 at 6%; with 50% employer match about $82,867 at 4% or $55,245 at 6%; with 100% employer match about $62,150 at 4% or $41,433 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 640 | - | - | - |
| 2009 | 3 | 648 | $24,163,849 | $2,524,978 | $3,897iApproximate average salary by contribution assumption: employee only about $97,414 at 4% or $64,943 at 6%; with 50% employer match about $64,943 at 4% or $43,295 at 6%; with 100% employer match about $48,707 at 4% or $32,471 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 648 | $24,163,849 | $2,524,978 | $3,897iApproximate average salary by contribution assumption: employee only about $97,414 at 4% or $64,943 at 6%; with 50% employer match about $64,943 at 4% or $43,295 at 6%; with 100% employer match about $48,707 at 4% or $32,471 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 561 | - | - | - |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | - | - | - | - |
| 2008 | 2 | 667 | $0 | $0 | - |
| The Bergquist Co. H C & Dep D C Exp Reimb Plan | - | 103 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 667 | - | - | - |
| 2007 | 3 | 667 | $17,753,652 | $3,250,456 | $4,873iApproximate average salary by contribution assumption: employee only about $121,831 at 4% or $81,221 at 6%; with 50% employer match about $81,221 at 4% or $54,147 at 6%; with 100% employer match about $60,916 at 4% or $40,610 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 667 | $17,753,652 | $3,250,456 | $4,873iApproximate average salary by contribution assumption: employee only about $121,831 at 4% or $81,221 at 6%; with 50% employer match about $81,221 at 4% or $54,147 at 6%; with 100% employer match about $60,916 at 4% or $40,610 at 6%. |
| The Bergquist Co. H C & Dep D C Exp Reimb Plan | - | 116 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 660 | - | - | - |
| 2006 | 3 | 739 | $26,749,683 | $3,420,816 | $4,629iApproximate average salary by contribution assumption: employee only about $115,724 at 4% or $77,150 at 6%; with 50% employer match about $77,150 at 4% or $51,433 at 6%; with 100% employer match about $57,862 at 4% or $38,575 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 739 | $26,749,683 | $3,420,816 | $4,629iApproximate average salary by contribution assumption: employee only about $115,724 at 4% or $77,150 at 6%; with 50% employer match about $77,150 at 4% or $51,433 at 6%; with 100% employer match about $57,862 at 4% or $38,575 at 6%. |
| The Bergquist Co. H C & Dep D C Exp Reimb Plan | - | 109 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 736 | - | - | - |
| 2005 | 3 | 791 | $21,172,778 | $3,498,410 | $4,423iApproximate average salary by contribution assumption: employee only about $110,569 at 4% or $73,713 at 6%; with 50% employer match about $73,713 at 4% or $49,142 at 6%; with 100% employer match about $55,285 at 4% or $36,856 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 742 | $21,172,778 | $3,498,410 | $4,715iApproximate average salary by contribution assumption: employee only about $117,871 at 4% or $78,581 at 6%; with 50% employer match about $78,581 at 4% or $52,387 at 6%; with 100% employer match about $58,935 at 4% or $39,290 at 6%. |
| The Bergquist Co. H C & Dep D C Exp Reimb Plan | - | 109 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 791 | - | - | - |
| 2004 | 2 | 723 | $16,344,281 | $2,852,599 | $3,946iApproximate average salary by contribution assumption: employee only about $98,638 at 4% or $65,758 at 6%; with 50% employer match about $65,758 at 4% or $43,839 at 6%; with 100% employer match about $49,319 at 4% or $32,879 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 723 | $16,344,281 | $2,852,599 | $3,946iApproximate average salary by contribution assumption: employee only about $98,638 at 4% or $65,758 at 6%; with 50% employer match about $65,758 at 4% or $43,839 at 6%; with 100% employer match about $49,319 at 4% or $32,879 at 6%. |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 615 | - | - | - |
| 2003 | 2 | 553 | $0 | $0 | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 553 | - | - | - |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 422 | - | - | - |
| 2002 | 2 | 529 | $0 | $0 | - |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 382 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 529 | - | - | - |
| 2001 | 2 | 607 | $0 | $0 | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 582 | - | - | - |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 607 | - | - | - |
| 2000 | 2 | 733 | $0 | $0 | - |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 733 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 715 | - | - | - |
| 1999 | 3 | 819 | $10,427,341 | $1,381,006 | $1,686iApproximate average salary by contribution assumption: employee only about $42,155 at 4% or $28,104 at 6%; with 50% employer match about $28,104 at 4% or $18,736 at 6%; with 100% employer match about $21,078 at 4% or $14,052 at 6%. |
| The Bergquist Company Profit Sharing & 401K Plan and Trust | - | 819 | $10,427,341 | $1,381,006 | $1,686iApproximate average salary by contribution assumption: employee only about $42,155 at 4% or $28,104 at 6%; with 50% employer match about $28,104 at 4% or $18,736 at 6%; with 100% employer match about $21,078 at 4% or $14,052 at 6%. |
| The Bergquist Co. H C & Dep D C Exp Reimb Plan | - | 441 | - | - | - |
| The Bergquist Co. Inc.Dental, Life, Ad&D, Disability, and Health | - | 444 | - | - | - |