Sathre-Bergquist Inc.
Plan context: Sathre-Bergquist Inc. Employees Savings Plan
EIN 41-1382621 • Plymouth, MN • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
30
2025 Assets
$8,038,127
2025 Contributions
$352,859
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 | 30 | $8,038,127 | $352,859 | $11,762iApproximate average salary by contribution assumption: employee only about $294,049 at 4% or $196,033 at 6%; with 50% employer match about $196,033 at 4% or $130,689 at 6%; with 100% employer match about $147,025 at 4% or $98,016 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 30 | $8,038,127 | $352,859 | $11,762iApproximate average salary by contribution assumption: employee only about $294,049 at 4% or $196,033 at 6%; with 50% employer match about $196,033 at 4% or $130,689 at 6%; with 100% employer match about $147,025 at 4% or $98,016 at 6%. |
| 2024 | 1 | 32 | $7,032,962 | $337,688 | $10,553iApproximate average salary by contribution assumption: employee only about $263,819 at 4% or $175,879 at 6%; with 50% employer match about $175,879 at 4% or $117,253 at 6%; with 100% employer match about $131,909 at 4% or $87,940 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 32 | $7,032,962 | $337,688 | $10,553iApproximate average salary by contribution assumption: employee only about $263,819 at 4% or $175,879 at 6%; with 50% employer match about $175,879 at 4% or $117,253 at 6%; with 100% employer match about $131,909 at 4% or $87,940 at 6%. |
| 2023 | 1 | 34 | $6,561,894 | $332,294 | $9,773iApproximate average salary by contribution assumption: employee only about $244,334 at 4% or $162,889 at 6%; with 50% employer match about $162,889 at 4% or $108,593 at 6%; with 100% employer match about $122,167 at 4% or $81,445 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 34 | $6,561,894 | $332,294 | $9,773iApproximate average salary by contribution assumption: employee only about $244,334 at 4% or $162,889 at 6%; with 50% employer match about $162,889 at 4% or $108,593 at 6%; with 100% employer match about $122,167 at 4% or $81,445 at 6%. |
| 2022 | 1 | 36 | $5,305,647 | $343,429 | $9,540iApproximate average salary by contribution assumption: employee only about $238,492 at 4% or $158,995 at 6%; with 50% employer match about $158,995 at 4% or $105,997 at 6%; with 100% employer match about $119,246 at 4% or $79,497 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 36 | $5,305,647 | $343,429 | $9,540iApproximate average salary by contribution assumption: employee only about $238,492 at 4% or $158,995 at 6%; with 50% employer match about $158,995 at 4% or $105,997 at 6%; with 100% employer match about $119,246 at 4% or $79,497 at 6%. |
| 2021 | 1 | 38 | $5,416,098 | $363,176 | $9,557iApproximate average salary by contribution assumption: employee only about $238,932 at 4% or $159,288 at 6%; with 50% employer match about $159,288 at 4% or $106,192 at 6%; with 100% employer match about $119,466 at 4% or $79,644 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 38 | $5,416,098 | $363,176 | $9,557iApproximate average salary by contribution assumption: employee only about $238,932 at 4% or $159,288 at 6%; with 50% employer match about $159,288 at 4% or $106,192 at 6%; with 100% employer match about $119,466 at 4% or $79,644 at 6%. |
| 2020 | 1 | 37 | $5,089,980 | $302,749 | $8,182iApproximate average salary by contribution assumption: employee only about $204,560 at 4% or $136,373 at 6%; with 50% employer match about $136,373 at 4% or $90,916 at 6%; with 100% employer match about $102,280 at 4% or $68,187 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 37 | $5,089,980 | $302,749 | $8,182iApproximate average salary by contribution assumption: employee only about $204,560 at 4% or $136,373 at 6%; with 50% employer match about $136,373 at 4% or $90,916 at 6%; with 100% employer match about $102,280 at 4% or $68,187 at 6%. |
| 2019 | 1 | 36 | $3,976,775 | $297,311 | $8,259iApproximate average salary by contribution assumption: employee only about $206,466 at 4% or $137,644 at 6%; with 50% employer match about $137,644 at 4% or $91,763 at 6%; with 100% employer match about $103,233 at 4% or $68,822 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 36 | $3,976,775 | $297,311 | $8,259iApproximate average salary by contribution assumption: employee only about $206,466 at 4% or $137,644 at 6%; with 50% employer match about $137,644 at 4% or $91,763 at 6%; with 100% employer match about $103,233 at 4% or $68,822 at 6%. |
| 2018 | 1 | 34 | $3,941,930 | $235,912 | $6,939iApproximate average salary by contribution assumption: employee only about $173,465 at 4% or $115,643 at 6%; with 50% employer match about $115,643 at 4% or $77,095 at 6%; with 100% employer match about $86,732 at 4% or $57,822 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 34 | $3,941,930 | $235,912 | $6,939iApproximate average salary by contribution assumption: employee only about $173,465 at 4% or $115,643 at 6%; with 50% employer match about $115,643 at 4% or $77,095 at 6%; with 100% employer match about $86,732 at 4% or $57,822 at 6%. |
| 2017 | 1 | 32 | $3,873,775 | $218,513 | $6,829iApproximate average salary by contribution assumption: employee only about $170,713 at 4% or $113,809 at 6%; with 50% employer match about $113,809 at 4% or $75,873 at 6%; with 100% employer match about $85,357 at 4% or $56,904 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 32 | $3,873,775 | $218,513 | $6,829iApproximate average salary by contribution assumption: employee only about $170,713 at 4% or $113,809 at 6%; with 50% employer match about $113,809 at 4% or $75,873 at 6%; with 100% employer match about $85,357 at 4% or $56,904 at 6%. |
| 2016 | 1 | 29 | $3,373,919 | $210,903 | $7,273iApproximate average salary by contribution assumption: employee only about $181,813 at 4% or $121,209 at 6%; with 50% employer match about $121,209 at 4% or $80,806 at 6%; with 100% employer match about $90,906 at 4% or $60,604 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 29 | $3,373,919 | $210,903 | $7,273iApproximate average salary by contribution assumption: employee only about $181,813 at 4% or $121,209 at 6%; with 50% employer match about $121,209 at 4% or $80,806 at 6%; with 100% employer match about $90,906 at 4% or $60,604 at 6%. |
| 2015 | 1 | 29 | $3,241,279 | $192,309 | $6,631iApproximate average salary by contribution assumption: employee only about $165,784 at 4% or $110,522 at 6%; with 50% employer match about $110,522 at 4% or $73,682 at 6%; with 100% employer match about $82,892 at 4% or $55,261 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 29 | $3,241,279 | $192,309 | $6,631iApproximate average salary by contribution assumption: employee only about $165,784 at 4% or $110,522 at 6%; with 50% employer match about $110,522 at 4% or $73,682 at 6%; with 100% employer match about $82,892 at 4% or $55,261 at 6%. |
| 2014 | 1 | 29 | $3,190,673 | $179,661 | $6,195iApproximate average salary by contribution assumption: employee only about $154,880 at 4% or $103,253 at 6%; with 50% employer match about $103,253 at 4% or $68,836 at 6%; with 100% employer match about $77,440 at 4% or $51,627 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 29 | $3,190,673 | $179,661 | $6,195iApproximate average salary by contribution assumption: employee only about $154,880 at 4% or $103,253 at 6%; with 50% employer match about $103,253 at 4% or $68,836 at 6%; with 100% employer match about $77,440 at 4% or $51,627 at 6%. |
| 2013 | 1 | 22 | $2,857,680 | $181,553 | $8,252iApproximate average salary by contribution assumption: employee only about $206,310 at 4% or $137,540 at 6%; with 50% employer match about $137,540 at 4% or $91,693 at 6%; with 100% employer match about $103,155 at 4% or $68,770 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 22 | $2,857,680 | $181,553 | $8,252iApproximate average salary by contribution assumption: employee only about $206,310 at 4% or $137,540 at 6%; with 50% employer match about $137,540 at 4% or $91,693 at 6%; with 100% employer match about $103,155 at 4% or $68,770 at 6%. |
| 2012 | 1 | 19 | $2,462,187 | $108,809 | $5,727iApproximate average salary by contribution assumption: employee only about $143,170 at 4% or $95,446 at 6%; with 50% employer match about $95,446 at 4% or $63,631 at 6%; with 100% employer match about $71,585 at 4% or $47,723 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 19 | $2,462,187 | $108,809 | $5,727iApproximate average salary by contribution assumption: employee only about $143,170 at 4% or $95,446 at 6%; with 50% employer match about $95,446 at 4% or $63,631 at 6%; with 100% employer match about $71,585 at 4% or $47,723 at 6%. |
| 2011 | 1 | 17 | $2,356,797 | $48,912 | $2,877iApproximate average salary by contribution assumption: employee only about $71,929 at 4% or $47,953 at 6%; with 50% employer match about $47,953 at 4% or $31,969 at 6%; with 100% employer match about $35,965 at 4% or $23,976 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 17 | $2,356,797 | $48,912 | $2,877iApproximate average salary by contribution assumption: employee only about $71,929 at 4% or $47,953 at 6%; with 50% employer match about $47,953 at 4% or $31,969 at 6%; with 100% employer match about $35,965 at 4% or $23,976 at 6%. |
| 2010 | 1 | 17 | $2,316,183 | $31,631 | $1,861iApproximate average salary by contribution assumption: employee only about $46,516 at 4% or $31,011 at 6%; with 50% employer match about $31,011 at 4% or $20,674 at 6%; with 100% employer match about $23,258 at 4% or $15,505 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 17 | $2,316,183 | $31,631 | $1,861iApproximate average salary by contribution assumption: employee only about $46,516 at 4% or $31,011 at 6%; with 50% employer match about $31,011 at 4% or $20,674 at 6%; with 100% employer match about $23,258 at 4% or $15,505 at 6%. |
| 2009 | 1 | 17 | $2,100,662 | $21,013 | $1,236iApproximate average salary by contribution assumption: employee only about $30,901 at 4% or $20,601 at 6%; with 50% employer match about $20,601 at 4% or $13,734 at 6%; with 100% employer match about $15,451 at 4% or $10,300 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 17 | $2,100,662 | $21,013 | $1,236iApproximate average salary by contribution assumption: employee only about $30,901 at 4% or $20,601 at 6%; with 50% employer match about $20,601 at 4% or $13,734 at 6%; with 100% employer match about $15,451 at 4% or $10,300 at 6%. |
| 2008 | 1 | 11 | $1,540,813 | $52,086 | $4,735iApproximate average salary by contribution assumption: employee only about $118,377 at 4% or $78,918 at 6%; with 50% employer match about $78,918 at 4% or $52,612 at 6%; with 100% employer match about $59,189 at 4% or $39,459 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 11 | $1,540,813 | $52,086 | $4,735iApproximate average salary by contribution assumption: employee only about $118,377 at 4% or $78,918 at 6%; with 50% employer match about $78,918 at 4% or $52,612 at 6%; with 100% employer match about $59,189 at 4% or $39,459 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 12 | - | - | - |
| 2006 | 1 | 21 | $2,279,287 | $195,741 | $9,321iApproximate average salary by contribution assumption: employee only about $233,025 at 4% or $155,350 at 6%; with 50% employer match about $155,350 at 4% or $103,567 at 6%; with 100% employer match about $116,513 at 4% or $77,675 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 21 | $2,279,287 | $195,741 | $9,321iApproximate average salary by contribution assumption: employee only about $233,025 at 4% or $155,350 at 6%; with 50% employer match about $155,350 at 4% or $103,567 at 6%; with 100% employer match about $116,513 at 4% or $77,675 at 6%. |
| 2005 | 1 | 18 | $1,956,359 | $234,478 | $13,027iApproximate average salary by contribution assumption: employee only about $325,664 at 4% or $217,109 at 6%; with 50% employer match about $217,109 at 4% or $144,740 at 6%; with 100% employer match about $162,832 at 4% or $108,555 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 18 | $1,956,359 | $234,478 | $13,027iApproximate average salary by contribution assumption: employee only about $325,664 at 4% or $217,109 at 6%; with 50% employer match about $217,109 at 4% or $144,740 at 6%; with 100% employer match about $162,832 at 4% or $108,555 at 6%. |
| 2004 | 1 | 13 | $1,520,066 | $151,955 | $11,689iApproximate average salary by contribution assumption: employee only about $292,221 at 4% or $194,814 at 6%; with 50% employer match about $194,814 at 4% or $129,876 at 6%; with 100% employer match about $146,111 at 4% or $97,407 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 13 | $1,520,066 | $151,955 | $11,689iApproximate average salary by contribution assumption: employee only about $292,221 at 4% or $194,814 at 6%; with 50% employer match about $194,814 at 4% or $129,876 at 6%; with 100% employer match about $146,111 at 4% or $97,407 at 6%. |
| 2003 | 1 | 13 | $1,348,373 | $117,069 | $9,005iApproximate average salary by contribution assumption: employee only about $225,133 at 4% or $150,088 at 6%; with 50% employer match about $150,088 at 4% or $100,059 at 6%; with 100% employer match about $112,566 at 4% or $75,044 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 13 | $1,348,373 | $117,069 | $9,005iApproximate average salary by contribution assumption: employee only about $225,133 at 4% or $150,088 at 6%; with 50% employer match about $150,088 at 4% or $100,059 at 6%; with 100% employer match about $112,566 at 4% or $75,044 at 6%. |
| 2002 | 1 | 13 | $897,104 | $107,635 | $8,280iApproximate average salary by contribution assumption: employee only about $206,990 at 4% or $137,994 at 6%; with 50% employer match about $137,994 at 4% or $91,996 at 6%; with 100% employer match about $103,495 at 4% or $68,997 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 13 | $897,104 | $107,635 | $8,280iApproximate average salary by contribution assumption: employee only about $206,990 at 4% or $137,994 at 6%; with 50% employer match about $137,994 at 4% or $91,996 at 6%; with 100% employer match about $103,495 at 4% or $68,997 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 12 | - | - | - |
| 2000 | 1 | 11 | $923,251 | $114,988 | $10,453iApproximate average salary by contribution assumption: employee only about $261,336 at 4% or $174,224 at 6%; with 50% employer match about $174,224 at 4% or $116,149 at 6%; with 100% employer match about $130,668 at 4% or $87,112 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 11 | $923,251 | $114,988 | $10,453iApproximate average salary by contribution assumption: employee only about $261,336 at 4% or $174,224 at 6%; with 50% employer match about $174,224 at 4% or $116,149 at 6%; with 100% employer match about $130,668 at 4% or $87,112 at 6%. |
| 1999 | 1 | 11 | $1,061,744 | $104,590 | $9,508iApproximate average salary by contribution assumption: employee only about $237,705 at 4% or $158,470 at 6%; with 50% employer match about $158,470 at 4% or $105,646 at 6%; with 100% employer match about $118,852 at 4% or $79,235 at 6%. |
| Sathre-Bergquist Inc. Employees Savings Plan | - | 11 | $1,061,744 | $104,590 | $9,508iApproximate average salary by contribution assumption: employee only about $237,705 at 4% or $158,470 at 6%; with 50% employer match about $158,470 at 4% or $105,646 at 6%; with 100% employer match about $118,852 at 4% or $79,235 at 6%. |