Civic Intelligence

Berger Financial Group Inc.

Plan context: Berger Financial Group Employee Stock Ownership Plan

EIN 41-1856827 • Plymouth, MN • 25 filings • 6 plans

1695 State Highway 169Plymouth, MN 55441
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$21,939,808

2024 Contributions

$1,239,708

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$21,939,808$10,969,904$0200620152024YearValue
$21,939,808Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

67340200620152024YearValue
67Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024267$21,939,808$1,239,708$18,503iApproximate average salary by contribution assumption: employee only about $462,578 at 4% or $308,385 at 6%; with 50% employer match about $308,385 at 4% or $205,590 at 6%; with 100% employer match about $231,289 at 4% or $154,193 at 6%.
Berger Financial Group Employee Stock Ownership Plan-67$15,700,003$438,522$6,545iApproximate average salary by contribution assumption: employee only about $163,628 at 4% or $109,085 at 6%; with 50% employer match about $109,085 at 4% or $72,723 at 6%; with 100% employer match about $81,814 at 4% or $54,543 at 6%.
Berger Financial Group 401(K) Plan-53$6,239,805$801,186$15,117iApproximate average salary by contribution assumption: employee only about $377,918 at 4% or $251,945 at 6%; with 50% employer match about $251,945 at 4% or $167,964 at 6%; with 100% employer match about $188,959 at 4% or $125,973 at 6%.
2023258$14,687,962$962,256$16,591iApproximate average salary by contribution assumption: employee only about $414,766 at 4% or $276,510 at 6%; with 50% employer match about $276,510 at 4% or $184,340 at 6%; with 100% employer match about $207,383 at 4% or $138,255 at 6%.
Berger Financial Group Employee Stock Ownership Plan-58$9,791,776$439,880$7,584iApproximate average salary by contribution assumption: employee only about $189,603 at 4% or $126,402 at 6%; with 50% employer match about $126,402 at 4% or $84,268 at 6%; with 100% employer match about $94,802 at 4% or $63,201 at 6%.
Berger Financial Group 401(K) Plan-48$4,896,186$522,376$10,883iApproximate average salary by contribution assumption: employee only about $272,071 at 4% or $181,381 at 6%; with 50% employer match about $181,381 at 4% or $120,920 at 6%; with 100% employer match about $136,035 at 4% or $90,690 at 6%.
2022259$12,494,796$939,378$15,922iApproximate average salary by contribution assumption: employee only about $398,042 at 4% or $265,361 at 6%; with 50% employer match about $265,361 at 4% or $176,907 at 6%; with 100% employer match about $199,021 at 4% or $132,681 at 6%.
Berger Financial Group Employee Stock Ownership Plan-59$8,800,002$438,557$7,433iApproximate average salary by contribution assumption: employee only about $185,829 at 4% or $123,886 at 6%; with 50% employer match about $123,886 at 4% or $82,591 at 6%; with 100% employer match about $92,915 at 4% or $61,943 at 6%.
Berger Financial Group 401(K) Plan-48$3,694,794$500,821$10,434iApproximate average salary by contribution assumption: employee only about $260,844 at 4% or $173,896 at 6%; with 50% employer match about $173,896 at 4% or $115,931 at 6%; with 100% employer match about $130,422 at 4% or $86,948 at 6%.
2021249$12,268,072$828,475$16,908iApproximate average salary by contribution assumption: employee only about $422,691 at 4% or $281,794 at 6%; with 50% employer match about $281,794 at 4% or $187,863 at 6%; with 100% employer match about $211,346 at 4% or $140,897 at 6%.
Berger Financial Group Employee Stock Ownership Plan-49$8,200,029$446,618$9,115iApproximate average salary by contribution assumption: employee only about $227,866 at 4% or $151,911 at 6%; with 50% employer match about $151,911 at 4% or $101,274 at 6%; with 100% employer match about $113,933 at 4% or $75,955 at 6%.
Berger Financial Group 401(K) Plan-39$4,068,043$381,857$9,791iApproximate average salary by contribution assumption: employee only about $244,780 at 4% or $163,187 at 6%; with 50% employer match about $163,187 at 4% or $108,791 at 6%; with 100% employer match about $122,390 at 4% or $81,593 at 6%.
2020238$8,837,509$784,969$20,657iApproximate average salary by contribution assumption: employee only about $516,427 at 4% or $344,285 at 6%; with 50% employer match about $344,285 at 4% or $229,523 at 6%; with 100% employer match about $258,213 at 4% or $172,142 at 6%.
Berger Financial Group Employee Stock Ownership Plan-38$5,599,983$438,980$11,552iApproximate average salary by contribution assumption: employee only about $288,803 at 4% or $192,535 at 6%; with 50% employer match about $192,535 at 4% or $128,357 at 6%; with 100% employer match about $144,401 at 4% or $96,268 at 6%.
Berger Financial Group 401(K) Plan-38$3,237,526$345,989$9,105iApproximate average salary by contribution assumption: employee only about $227,624 at 4% or $151,750 at 6%; with 50% employer match about $151,750 at 4% or $101,166 at 6%; with 100% employer match about $113,812 at 4% or $75,875 at 6%.
2019238$5,734,954$779,610$20,516iApproximate average salary by contribution assumption: employee only about $512,901 at 4% or $341,934 at 6%; with 50% employer match about $341,934 at 4% or $227,956 at 6%; with 100% employer match about $256,451 at 4% or $170,967 at 6%.
Berger Financial Group Employee Stock Ownership Plan-38$3,200,020$438,522$11,540iApproximate average salary by contribution assumption: employee only about $288,501 at 4% or $192,334 at 6%; with 50% employer match about $192,334 at 4% or $128,223 at 6%; with 100% employer match about $144,251 at 4% or $96,167 at 6%.
Berger Financial Group 401(K) Plan-37$2,534,934$341,088$9,219iApproximate average salary by contribution assumption: employee only about $230,465 at 4% or $153,643 at 6%; with 50% employer match about $153,643 at 4% or $102,429 at 6%; with 100% employer match about $115,232 at 4% or $76,822 at 6%.
2018137$1,855,090$413,438$11,174iApproximate average salary by contribution assumption: employee only about $279,350 at 4% or $186,233 at 6%; with 50% employer match about $186,233 at 4% or $124,156 at 6%; with 100% employer match about $139,675 at 4% or $93,117 at 6%.
Berger Financial Group 401(K) Plan-37$1,855,090$413,438$11,174iApproximate average salary by contribution assumption: employee only about $279,350 at 4% or $186,233 at 6%; with 50% employer match about $186,233 at 4% or $124,156 at 6%; with 100% employer match about $139,675 at 4% or $93,117 at 6%.
2017138$1,750,703$467,470$12,302iApproximate average salary by contribution assumption: employee only about $307,546 at 4% or $205,031 at 6%; with 50% employer match about $205,031 at 4% or $136,687 at 6%; with 100% employer match about $153,773 at 4% or $102,515 at 6%.
Berger Financial Group 401(K) Plan-38$1,750,703$467,470$12,302iApproximate average salary by contribution assumption: employee only about $307,546 at 4% or $205,031 at 6%; with 50% employer match about $205,031 at 4% or $136,687 at 6%; with 100% employer match about $153,773 at 4% or $102,515 at 6%.
2016127$1,234,319$399,592$14,800iApproximate average salary by contribution assumption: employee only about $369,993 at 4% or $246,662 at 6%; with 50% employer match about $246,662 at 4% or $164,441 at 6%; with 100% employer match about $184,996 at 4% or $123,331 at 6%.
Berger Financial Group 401(K) Plan-27$1,234,319$399,592$14,800iApproximate average salary by contribution assumption: employee only about $369,993 at 4% or $246,662 at 6%; with 50% employer match about $246,662 at 4% or $164,441 at 6%; with 100% employer match about $184,996 at 4% or $123,331 at 6%.
2015128$1,041,923$252,828$9,030iApproximate average salary by contribution assumption: employee only about $225,739 at 4% or $150,493 at 6%; with 50% employer match about $150,493 at 4% or $100,329 at 6%; with 100% employer match about $112,870 at 4% or $75,246 at 6%.
Berger Financial Group 401(K) Plan-28$1,041,923$252,828$9,030iApproximate average salary by contribution assumption: employee only about $225,739 at 4% or $150,493 at 6%; with 50% employer match about $150,493 at 4% or $100,329 at 6%; with 100% employer match about $112,870 at 4% or $75,246 at 6%.
2014122$955,378$214,480$9,749iApproximate average salary by contribution assumption: employee only about $243,727 at 4% or $162,485 at 6%; with 50% employer match about $162,485 at 4% or $108,323 at 6%; with 100% employer match about $121,864 at 4% or $81,242 at 6%.
Berger Financial Group 401(K) Plan-22$955,378$214,480$9,749iApproximate average salary by contribution assumption: employee only about $243,727 at 4% or $162,485 at 6%; with 50% employer match about $162,485 at 4% or $108,323 at 6%; with 100% employer match about $121,864 at 4% or $81,242 at 6%.
2013121$1,017,720$175,306$8,348iApproximate average salary by contribution assumption: employee only about $208,698 at 4% or $139,132 at 6%; with 50% employer match about $139,132 at 4% or $92,754 at 6%; with 100% employer match about $104,349 at 4% or $69,566 at 6%.
Berger Financial Group 401(K) Plan-21$1,017,720$175,306$8,348iApproximate average salary by contribution assumption: employee only about $208,698 at 4% or $139,132 at 6%; with 50% employer match about $139,132 at 4% or $92,754 at 6%; with 100% employer match about $104,349 at 4% or $69,566 at 6%.
2012121$769,189$142,086$6,766iApproximate average salary by contribution assumption: employee only about $169,150 at 4% or $112,767 at 6%; with 50% employer match about $112,767 at 4% or $75,178 at 6%; with 100% employer match about $84,575 at 4% or $56,383 at 6%.
Berger Financial Group 401(K) Plan-21$769,189$142,086$6,766iApproximate average salary by contribution assumption: employee only about $169,150 at 4% or $112,767 at 6%; with 50% employer match about $112,767 at 4% or $75,178 at 6%; with 100% employer match about $84,575 at 4% or $56,383 at 6%.
2011120$594,200$149,780$7,489iApproximate average salary by contribution assumption: employee only about $187,225 at 4% or $124,817 at 6%; with 50% employer match about $124,817 at 4% or $83,211 at 6%; with 100% employer match about $93,613 at 4% or $62,408 at 6%.
Berger Financial Group 401(K) Plan-20$594,200$149,780$7,489iApproximate average salary by contribution assumption: employee only about $187,225 at 4% or $124,817 at 6%; with 50% employer match about $124,817 at 4% or $83,211 at 6%; with 100% employer match about $93,613 at 4% or $62,408 at 6%.
2010117$563,573$130,439$7,673iApproximate average salary by contribution assumption: employee only about $191,822 at 4% or $127,881 at 6%; with 50% employer match about $127,881 at 4% or $85,254 at 6%; with 100% employer match about $95,911 at 4% or $63,941 at 6%.
Berger Financial Group 401(K) Plan-17$563,573$130,439$7,673iApproximate average salary by contribution assumption: employee only about $191,822 at 4% or $127,881 at 6%; with 50% employer match about $127,881 at 4% or $85,254 at 6%; with 100% employer match about $95,911 at 4% or $63,941 at 6%.
2009116$373,453$55,715$3,482iApproximate average salary by contribution assumption: employee only about $87,055 at 4% or $58,036 at 6%; with 50% employer match about $58,036 at 4% or $38,691 at 6%; with 100% employer match about $43,527 at 4% or $29,018 at 6%.
Berger Financial Group 401(K) Plan-16$373,453$55,715$3,482iApproximate average salary by contribution assumption: employee only about $87,055 at 4% or $58,036 at 6%; with 50% employer match about $58,036 at 4% or $38,691 at 6%; with 100% employer match about $43,527 at 4% or $29,018 at 6%.
2008114$237,403$115,521$8,252iApproximate average salary by contribution assumption: employee only about $206,288 at 4% or $137,525 at 6%; with 50% employer match about $137,525 at 4% or $91,683 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%.
Berger Financial Group 401(K) Plan-14$237,403$115,521$8,252iApproximate average salary by contribution assumption: employee only about $206,288 at 4% or $137,525 at 6%; with 50% employer match about $137,525 at 4% or $91,683 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%.
2007114$232,567$98,951$7,068iApproximate average salary by contribution assumption: employee only about $176,698 at 4% or $117,799 at 6%; with 50% employer match about $117,799 at 4% or $78,533 at 6%; with 100% employer match about $88,349 at 4% or $58,899 at 6%.
Berger Financial Group 401(K) Plan-14$232,567$98,951$7,068iApproximate average salary by contribution assumption: employee only about $176,698 at 4% or $117,799 at 6%; with 50% employer match about $117,799 at 4% or $78,533 at 6%; with 100% employer match about $88,349 at 4% or $58,899 at 6%.
2006112$110,428$102,642$8,554iApproximate average salary by contribution assumption: employee only about $213,838 at 4% or $142,558 at 6%; with 50% employer match about $142,558 at 4% or $95,039 at 6%; with 100% employer match about $106,919 at 4% or $71,279 at 6%.
Berger Financial Group 401(K) Plan-12$110,428$102,642$8,554iApproximate average salary by contribution assumption: employee only about $213,838 at 4% or $142,558 at 6%; with 50% employer match about $142,558 at 4% or $95,039 at 6%; with 100% employer match about $106,919 at 4% or $71,279 at 6%.