Walling & Berg, P.A.
Plan context: Walling & Berg, P.A. 401K Profit Sharing Plan
EIN 41-1681711 • Minneapolis, MN • 19 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
28
2017 Assets
$2,855,985
2017 Contributions
$121,497
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $121,497 | - |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 0 | $0 | $121,497 | - |
| 2016 | 1 | 28 | $2,855,985 | $183,808 | $6,565iApproximate average salary by contribution assumption: employee only about $164,114 at 4% or $109,410 at 6%; with 50% employer match about $109,410 at 4% or $72,940 at 6%; with 100% employer match about $82,057 at 4% or $54,705 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 28 | $2,855,985 | $183,808 | $6,565iApproximate average salary by contribution assumption: employee only about $164,114 at 4% or $109,410 at 6%; with 50% employer match about $109,410 at 4% or $72,940 at 6%; with 100% employer match about $82,057 at 4% or $54,705 at 6%. |
| 2015 | 1 | 33 | $3,706,000 | $231,281 | $7,009iApproximate average salary by contribution assumption: employee only about $175,213 at 4% or $116,809 at 6%; with 50% employer match about $116,809 at 4% or $77,872 at 6%; with 100% employer match about $87,606 at 4% or $58,404 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 33 | $3,706,000 | $231,281 | $7,009iApproximate average salary by contribution assumption: employee only about $175,213 at 4% or $116,809 at 6%; with 50% employer match about $116,809 at 4% or $77,872 at 6%; with 100% employer match about $87,606 at 4% or $58,404 at 6%. |
| 2014 | 1 | 32 | $3,690,132 | $276,313 | $8,635iApproximate average salary by contribution assumption: employee only about $215,870 at 4% or $143,913 at 6%; with 50% employer match about $143,913 at 4% or $95,942 at 6%; with 100% employer match about $107,935 at 4% or $71,957 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 32 | $3,690,132 | $276,313 | $8,635iApproximate average salary by contribution assumption: employee only about $215,870 at 4% or $143,913 at 6%; with 50% employer match about $143,913 at 4% or $95,942 at 6%; with 100% employer match about $107,935 at 4% or $71,957 at 6%. |
| 2013 | 1 | 35 | $3,491,311 | $312,497 | $8,928iApproximate average salary by contribution assumption: employee only about $223,212 at 4% or $148,808 at 6%; with 50% employer match about $148,808 at 4% or $99,205 at 6%; with 100% employer match about $111,606 at 4% or $74,404 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 35 | $3,491,311 | $312,497 | $8,928iApproximate average salary by contribution assumption: employee only about $223,212 at 4% or $148,808 at 6%; with 50% employer match about $148,808 at 4% or $99,205 at 6%; with 100% employer match about $111,606 at 4% or $74,404 at 6%. |
| 2012 | 1 | 38 | $2,835,675 | $279,193 | $7,347iApproximate average salary by contribution assumption: employee only about $183,680 at 4% or $122,453 at 6%; with 50% employer match about $122,453 at 4% or $81,635 at 6%; with 100% employer match about $91,840 at 4% or $61,227 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 38 | $2,835,675 | $279,193 | $7,347iApproximate average salary by contribution assumption: employee only about $183,680 at 4% or $122,453 at 6%; with 50% employer match about $122,453 at 4% or $81,635 at 6%; with 100% employer match about $91,840 at 4% or $61,227 at 6%. |
| 2011 | 1 | 37 | $2,328,467 | $208,276 | $5,629iApproximate average salary by contribution assumption: employee only about $140,727 at 4% or $93,818 at 6%; with 50% employer match about $93,818 at 4% or $62,545 at 6%; with 100% employer match about $70,364 at 4% or $46,909 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 37 | $2,328,467 | $208,276 | $5,629iApproximate average salary by contribution assumption: employee only about $140,727 at 4% or $93,818 at 6%; with 50% employer match about $93,818 at 4% or $62,545 at 6%; with 100% employer match about $70,364 at 4% or $46,909 at 6%. |
| 2010 | 1 | 36 | $2,156,181 | $247,441 | $6,873iApproximate average salary by contribution assumption: employee only about $171,834 at 4% or $114,556 at 6%; with 50% employer match about $114,556 at 4% or $76,371 at 6%; with 100% employer match about $85,917 at 4% or $57,278 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 36 | $2,156,181 | $247,441 | $6,873iApproximate average salary by contribution assumption: employee only about $171,834 at 4% or $114,556 at 6%; with 50% employer match about $114,556 at 4% or $76,371 at 6%; with 100% employer match about $85,917 at 4% or $57,278 at 6%. |
| 2009 | 1 | 38 | $1,813,077 | $243,936 | $6,419iApproximate average salary by contribution assumption: employee only about $160,484 at 4% or $106,989 at 6%; with 50% employer match about $106,989 at 4% or $71,326 at 6%; with 100% employer match about $80,242 at 4% or $53,495 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 38 | $1,813,077 | $243,936 | $6,419iApproximate average salary by contribution assumption: employee only about $160,484 at 4% or $106,989 at 6%; with 50% employer match about $106,989 at 4% or $71,326 at 6%; with 100% employer match about $80,242 at 4% or $53,495 at 6%. |
| 2008 | 1 | 32 | $1,344,087 | $188,790 | $5,900iApproximate average salary by contribution assumption: employee only about $147,492 at 4% or $98,328 at 6%; with 50% employer match about $98,328 at 4% or $65,552 at 6%; with 100% employer match about $73,746 at 4% or $49,164 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 32 | $1,344,087 | $188,790 | $5,900iApproximate average salary by contribution assumption: employee only about $147,492 at 4% or $98,328 at 6%; with 50% employer match about $98,328 at 4% or $65,552 at 6%; with 100% employer match about $73,746 at 4% or $49,164 at 6%. |
| 2007 | 1 | 30 | $0 | $0 | - |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 30 | - | - | - |
| 2006 | 1 | 29 | $1,335,523 | $205,379 | $7,082iApproximate average salary by contribution assumption: employee only about $177,051 at 4% or $118,034 at 6%; with 50% employer match about $118,034 at 4% or $78,689 at 6%; with 100% employer match about $88,525 at 4% or $59,017 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 29 | $1,335,523 | $205,379 | $7,082iApproximate average salary by contribution assumption: employee only about $177,051 at 4% or $118,034 at 6%; with 50% employer match about $118,034 at 4% or $78,689 at 6%; with 100% employer match about $88,525 at 4% or $59,017 at 6%. |
| 2005 | 1 | 29 | $1,073,246 | $172,374 | $5,944iApproximate average salary by contribution assumption: employee only about $148,598 at 4% or $99,066 at 6%; with 50% employer match about $99,066 at 4% or $66,044 at 6%; with 100% employer match about $74,299 at 4% or $49,533 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 29 | $1,073,246 | $172,374 | $5,944iApproximate average salary by contribution assumption: employee only about $148,598 at 4% or $99,066 at 6%; with 50% employer match about $99,066 at 4% or $66,044 at 6%; with 100% employer match about $74,299 at 4% or $49,533 at 6%. |
| 2004 | 1 | 30 | $835,717 | $129,515 | $4,317iApproximate average salary by contribution assumption: employee only about $107,929 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,976 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 30 | $835,717 | $129,515 | $4,317iApproximate average salary by contribution assumption: employee only about $107,929 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,976 at 6%. |
| 2003 | 1 | 24 | $647,644 | $157,540 | $6,564iApproximate average salary by contribution assumption: employee only about $164,104 at 4% or $109,403 at 6%; with 50% employer match about $109,403 at 4% or $72,935 at 6%; with 100% employer match about $82,052 at 4% or $54,701 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 24 | $647,644 | $157,540 | $6,564iApproximate average salary by contribution assumption: employee only about $164,104 at 4% or $109,403 at 6%; with 50% employer match about $109,403 at 4% or $72,935 at 6%; with 100% employer match about $82,052 at 4% or $54,701 at 6%. |
| 2002 | 1 | 25 | $360,442 | $112,188 | $4,488iApproximate average salary by contribution assumption: employee only about $112,188 at 4% or $74,792 at 6%; with 50% employer match about $74,792 at 4% or $49,861 at 6%; with 100% employer match about $56,094 at 4% or $37,396 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 25 | $360,442 | $112,188 | $4,488iApproximate average salary by contribution assumption: employee only about $112,188 at 4% or $74,792 at 6%; with 50% employer match about $74,792 at 4% or $49,861 at 6%; with 100% employer match about $56,094 at 4% or $37,396 at 6%. |
| 2001 | 1 | 23 | $0 | $0 | - |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 23 | - | - | - |
| 2000 | 1 | 18 | $236,395 | $97,475 | $5,415iApproximate average salary by contribution assumption: employee only about $135,382 at 4% or $90,255 at 6%; with 50% employer match about $90,255 at 4% or $60,170 at 6%; with 100% employer match about $67,691 at 4% or $45,127 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 18 | $236,395 | $97,475 | $5,415iApproximate average salary by contribution assumption: employee only about $135,382 at 4% or $90,255 at 6%; with 50% employer match about $90,255 at 4% or $60,170 at 6%; with 100% employer match about $67,691 at 4% or $45,127 at 6%. |
| 1999 | 1 | 12 | $193,550 | $73,996 | $6,166iApproximate average salary by contribution assumption: employee only about $154,158 at 4% or $102,772 at 6%; with 50% employer match about $102,772 at 4% or $68,515 at 6%; with 100% employer match about $77,079 at 4% or $51,386 at 6%. |
| Walling & Berg, P.A. 401K Profit Sharing Plan | - | 12 | $193,550 | $73,996 | $6,166iApproximate average salary by contribution assumption: employee only about $154,158 at 4% or $102,772 at 6%; with 50% employer match about $102,772 at 4% or $68,515 at 6%; with 100% employer match about $77,079 at 4% or $51,386 at 6%. |