Dahlen, Berg & Co. Inc.
Plan context: Dahlen, Berg & Co Inc. 401K Profit Sharing Plan
EIN 41-1571413 • Minneapolis, MN • 26 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$13,330,782
2024 Contributions
$719,564
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 | 54 | $13,330,782 | $719,564 | $13,325iApproximate average salary by contribution assumption: employee only about $333,131 at 4% or $222,088 at 6%; with 50% employer match about $222,088 at 4% or $148,058 at 6%; with 100% employer match about $166,566 at 4% or $111,044 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 54 | $13,330,782 | $719,564 | $13,325iApproximate average salary by contribution assumption: employee only about $333,131 at 4% or $222,088 at 6%; with 50% employer match about $222,088 at 4% or $148,058 at 6%; with 100% employer match about $166,566 at 4% or $111,044 at 6%. |
| 2023 | 1 | 52 | $11,055,619 | $625,373 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 52 | $11,055,619 | $625,373 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| 2022 | 1 | 52 | $9,047,290 | $697,314 | $13,410iApproximate average salary by contribution assumption: employee only about $335,247 at 4% or $223,498 at 6%; with 50% employer match about $223,498 at 4% or $148,999 at 6%; with 100% employer match about $167,624 at 4% or $111,749 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 52 | $9,047,290 | $697,314 | $13,410iApproximate average salary by contribution assumption: employee only about $335,247 at 4% or $223,498 at 6%; with 50% employer match about $223,498 at 4% or $148,999 at 6%; with 100% employer match about $167,624 at 4% or $111,749 at 6%. |
| 2021 | 1 | 56 | $11,109,919 | $608,525 | $10,867iApproximate average salary by contribution assumption: employee only about $271,663 at 4% or $181,109 at 6%; with 50% employer match about $181,109 at 4% or $120,739 at 6%; with 100% employer match about $135,831 at 4% or $90,554 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 56 | $11,109,919 | $608,525 | $10,867iApproximate average salary by contribution assumption: employee only about $271,663 at 4% or $181,109 at 6%; with 50% employer match about $181,109 at 4% or $120,739 at 6%; with 100% employer match about $135,831 at 4% or $90,554 at 6%. |
| 2020 | 1 | 52 | $9,157,249 | $655,773 | $12,611iApproximate average salary by contribution assumption: employee only about $315,275 at 4% or $210,184 at 6%; with 50% employer match about $210,184 at 4% or $140,122 at 6%; with 100% employer match about $157,638 at 4% or $105,092 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 52 | $9,157,249 | $655,773 | $12,611iApproximate average salary by contribution assumption: employee only about $315,275 at 4% or $210,184 at 6%; with 50% employer match about $210,184 at 4% or $140,122 at 6%; with 100% employer match about $157,638 at 4% or $105,092 at 6%. |
| 2019 | 1 | 58 | $9,210,759 | $637,275 | $10,988iApproximate average salary by contribution assumption: employee only about $274,688 at 4% or $183,125 at 6%; with 50% employer match about $183,125 at 4% or $122,083 at 6%; with 100% employer match about $137,344 at 4% or $91,563 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 58 | $9,210,759 | $637,275 | $10,988iApproximate average salary by contribution assumption: employee only about $274,688 at 4% or $183,125 at 6%; with 50% employer match about $183,125 at 4% or $122,083 at 6%; with 100% employer match about $137,344 at 4% or $91,563 at 6%. |
| 2018 | 1 | 57 | $7,391,420 | $543,463 | $9,534iApproximate average salary by contribution assumption: employee only about $238,361 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,454 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 57 | $7,391,420 | $543,463 | $9,534iApproximate average salary by contribution assumption: employee only about $238,361 at 4% or $158,907 at 6%; with 50% employer match about $158,907 at 4% or $105,938 at 6%; with 100% employer match about $119,180 at 4% or $79,454 at 6%. |
| 2017 | 1 | 56 | $7,794,455 | $551,079 | $9,841iApproximate average salary by contribution assumption: employee only about $246,017 at 4% or $164,012 at 6%; with 50% employer match about $164,012 at 4% or $109,341 at 6%; with 100% employer match about $123,009 at 4% or $82,006 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 56 | $7,794,455 | $551,079 | $9,841iApproximate average salary by contribution assumption: employee only about $246,017 at 4% or $164,012 at 6%; with 50% employer match about $164,012 at 4% or $109,341 at 6%; with 100% employer match about $123,009 at 4% or $82,006 at 6%. |
| 2016 | 1 | 51 | $6,492,271 | $480,027 | $9,412iApproximate average salary by contribution assumption: employee only about $235,307 at 4% or $156,872 at 6%; with 50% employer match about $156,872 at 4% or $104,581 at 6%; with 100% employer match about $117,654 at 4% or $78,436 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 51 | $6,492,271 | $480,027 | $9,412iApproximate average salary by contribution assumption: employee only about $235,307 at 4% or $156,872 at 6%; with 50% employer match about $156,872 at 4% or $104,581 at 6%; with 100% employer match about $117,654 at 4% or $78,436 at 6%. |
| 2015 | 1 | 46 | $5,823,011 | $633,100 | $13,763iApproximate average salary by contribution assumption: employee only about $344,076 at 4% or $229,384 at 6%; with 50% employer match about $229,384 at 4% or $152,923 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 46 | $5,823,011 | $633,100 | $13,763iApproximate average salary by contribution assumption: employee only about $344,076 at 4% or $229,384 at 6%; with 50% employer match about $229,384 at 4% or $152,923 at 6%; with 100% employer match about $172,038 at 4% or $114,692 at 6%. |
| 2014 | 1 | 45 | $5,388,935 | $487,618 | $10,836iApproximate average salary by contribution assumption: employee only about $270,899 at 4% or $180,599 at 6%; with 50% employer match about $180,599 at 4% or $120,400 at 6%; with 100% employer match about $135,449 at 4% or $90,300 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 45 | $5,388,935 | $487,618 | $10,836iApproximate average salary by contribution assumption: employee only about $270,899 at 4% or $180,599 at 6%; with 50% employer match about $180,599 at 4% or $120,400 at 6%; with 100% employer match about $135,449 at 4% or $90,300 at 6%. |
| 2013 | 1 | 45 | $4,674,470 | $438,072 | $9,735iApproximate average salary by contribution assumption: employee only about $243,373 at 4% or $162,249 at 6%; with 50% employer match about $162,249 at 4% or $108,166 at 6%; with 100% employer match about $121,687 at 4% or $81,124 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 45 | $4,674,470 | $438,072 | $9,735iApproximate average salary by contribution assumption: employee only about $243,373 at 4% or $162,249 at 6%; with 50% employer match about $162,249 at 4% or $108,166 at 6%; with 100% employer match about $121,687 at 4% or $81,124 at 6%. |
| 2012 | 1 | 42 | $3,423,044 | $381,412 | $9,081iApproximate average salary by contribution assumption: employee only about $227,031 at 4% or $151,354 at 6%; with 50% employer match about $151,354 at 4% or $100,903 at 6%; with 100% employer match about $113,515 at 4% or $75,677 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 42 | $3,423,044 | $381,412 | $9,081iApproximate average salary by contribution assumption: employee only about $227,031 at 4% or $151,354 at 6%; with 50% employer match about $151,354 at 4% or $100,903 at 6%; with 100% employer match about $113,515 at 4% or $75,677 at 6%. |
| 2011 | 1 | 43 | $3,243,615 | $371,095 | $8,630iApproximate average salary by contribution assumption: employee only about $215,753 at 4% or $143,835 at 6%; with 50% employer match about $143,835 at 4% or $95,890 at 6%; with 100% employer match about $107,876 at 4% or $71,918 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 43 | $3,243,615 | $371,095 | $8,630iApproximate average salary by contribution assumption: employee only about $215,753 at 4% or $143,835 at 6%; with 50% employer match about $143,835 at 4% or $95,890 at 6%; with 100% employer match about $107,876 at 4% or $71,918 at 6%. |
| 2010 | 1 | 40 | $3,213,161 | $352,583 | $8,815iApproximate average salary by contribution assumption: employee only about $220,364 at 4% or $146,910 at 6%; with 50% employer match about $146,910 at 4% or $97,940 at 6%; with 100% employer match about $110,182 at 4% or $73,455 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 40 | $3,213,161 | $352,583 | $8,815iApproximate average salary by contribution assumption: employee only about $220,364 at 4% or $146,910 at 6%; with 50% employer match about $146,910 at 4% or $97,940 at 6%; with 100% employer match about $110,182 at 4% or $73,455 at 6%. |
| 2009 | 1 | 39 | $2,463,117 | $372,393 | $9,549iApproximate average salary by contribution assumption: employee only about $238,713 at 4% or $159,142 at 6%; with 50% employer match about $159,142 at 4% or $106,095 at 6%; with 100% employer match about $119,357 at 4% or $79,571 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 39 | $2,463,117 | $372,393 | $9,549iApproximate average salary by contribution assumption: employee only about $238,713 at 4% or $159,142 at 6%; with 50% employer match about $159,142 at 4% or $106,095 at 6%; with 100% employer match about $119,357 at 4% or $79,571 at 6%. |
| 2008 | 1 | 28 | $1,903,449 | $295,217 | $10,543iApproximate average salary by contribution assumption: employee only about $263,587 at 4% or $175,724 at 6%; with 50% employer match about $175,724 at 4% or $117,150 at 6%; with 100% employer match about $131,793 at 4% or $87,862 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 28 | $1,903,449 | $295,217 | $10,543iApproximate average salary by contribution assumption: employee only about $263,587 at 4% or $175,724 at 6%; with 50% employer match about $175,724 at 4% or $117,150 at 6%; with 100% employer match about $131,793 at 4% or $87,862 at 6%. |
| 2007 | 1 | 28 | $0 | $0 | - |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 28 | - | - | - |
| 2006 | 1 | 30 | $0 | $0 | - |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2005 | 1 | 32 | $2,082,563 | $318,424 | $9,951iApproximate average salary by contribution assumption: employee only about $248,769 at 4% or $165,846 at 6%; with 50% employer match about $165,846 at 4% or $110,564 at 6%; with 100% employer match about $124,384 at 4% or $82,923 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 32 | $2,082,563 | $318,424 | $9,951iApproximate average salary by contribution assumption: employee only about $248,769 at 4% or $165,846 at 6%; with 50% employer match about $165,846 at 4% or $110,564 at 6%; with 100% employer match about $124,384 at 4% or $82,923 at 6%. |
| 2004 | 1 | 31 | $1,756,378 | $264,680 | $8,538iApproximate average salary by contribution assumption: employee only about $213,452 at 4% or $142,301 at 6%; with 50% employer match about $142,301 at 4% or $94,867 at 6%; with 100% employer match about $106,726 at 4% or $71,151 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 31 | $1,756,378 | $264,680 | $8,538iApproximate average salary by contribution assumption: employee only about $213,452 at 4% or $142,301 at 6%; with 50% employer match about $142,301 at 4% or $94,867 at 6%; with 100% employer match about $106,726 at 4% or $71,151 at 6%. |
| 2003 | 1 | 25 | $1,348,982 | $213,716 | $8,549iApproximate average salary by contribution assumption: employee only about $213,716 at 4% or $142,477 at 6%; with 50% employer match about $142,477 at 4% or $94,985 at 6%; with 100% employer match about $106,858 at 4% or $71,239 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 25 | $1,348,982 | $213,716 | $8,549iApproximate average salary by contribution assumption: employee only about $213,716 at 4% or $142,477 at 6%; with 50% employer match about $142,477 at 4% or $94,985 at 6%; with 100% employer match about $106,858 at 4% or $71,239 at 6%. |
| 2002 | 1 | 15 | $0 | $0 | - |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 1 | 9 | $972,126 | $102,641 | $11,405iApproximate average salary by contribution assumption: employee only about $285,114 at 4% or $190,076 at 6%; with 50% employer match about $190,076 at 4% or $126,717 at 6%; with 100% employer match about $142,557 at 4% or $95,038 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 9 | $972,126 | $102,641 | $11,405iApproximate average salary by contribution assumption: employee only about $285,114 at 4% or $190,076 at 6%; with 50% employer match about $190,076 at 4% or $126,717 at 6%; with 100% employer match about $142,557 at 4% or $95,038 at 6%. |
| 1999 | 1 | 8 | $999,586 | $79,470 | $9,934iApproximate average salary by contribution assumption: employee only about $248,344 at 4% or $165,563 at 6%; with 50% employer match about $165,563 at 4% or $110,375 at 6%; with 100% employer match about $124,172 at 4% or $82,781 at 6%. |
| Dahlen, Berg & Co Inc. 401K Profit Sharing Plan | - | 8 | $999,586 | $79,470 | $9,934iApproximate average salary by contribution assumption: employee only about $248,344 at 4% or $165,563 at 6%; with 50% employer match about $165,563 at 4% or $110,375 at 6%; with 100% employer match about $124,172 at 4% or $82,781 at 6%. |