Civic Intelligence

DONALD D. BERG, M.D., P.C.

Plan context: Donald D. Berg, M.D. PC. Pension Plan

EIN 42-1084084 • Ottumwa, IA • 26 filings • 4 plans

1005 Pennsylvania Avenue, Suite 212Ottumwa, IA 52501
Current Snapshot

Latest Year

2017

2017 Participants

5

2017 Assets

$1,029,924

2017 Contributions

$45,790

Historical Graphs

Total Assets Over Time

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

$2,258,995$1,129,498$0200020102017YearValue
$1,029,924Latest year 2017

Participants Over Time

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

1050200020092017YearValue
5Latest year 2017

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
201725$1,029,924$45,790$9,158iApproximate average salary by contribution assumption: employee only about $228,950 at 4% or $152,633 at 6%; with 50% employer match about $152,633 at 4% or $101,756 at 6%; with 100% employer match about $114,475 at 4% or $76,317 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-5$1,029,924$45,790$9,158iApproximate average salary by contribution assumption: employee only about $228,950 at 4% or $152,633 at 6%; with 50% employer match about $152,633 at 4% or $101,756 at 6%; with 100% employer match about $114,475 at 4% or $76,317 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-0$0--
201615$1,039,962$42,093$8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-5$1,039,962$42,093$8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%.
201525$1,054,053$21,885$4,377iApproximate average salary by contribution assumption: employee only about $109,425 at 4% or $72,950 at 6%; with 50% employer match about $72,950 at 4% or $48,633 at 6%; with 100% employer match about $54,713 at 4% or $36,475 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-5$1,054,053$21,885$4,377iApproximate average salary by contribution assumption: employee only about $109,425 at 4% or $72,950 at 6%; with 50% employer match about $72,950 at 4% or $48,633 at 6%; with 100% employer match about $54,713 at 4% or $36,475 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-0---
201427$2,258,995$12,778$1,825iApproximate average salary by contribution assumption: employee only about $45,636 at 4% or $30,424 at 6%; with 50% employer match about $30,424 at 4% or $20,283 at 6%; with 100% employer match about $22,818 at 4% or $15,212 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-7$1,158,613$12,778$1,825iApproximate average salary by contribution assumption: employee only about $45,636 at 4% or $30,424 at 6%; with 50% employer match about $30,424 at 4% or $20,283 at 6%; with 100% employer match about $22,818 at 4% or $15,212 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-7$1,100,382--
201327$2,252,860$158,893$22,699iApproximate average salary by contribution assumption: employee only about $567,475 at 4% or $378,317 at 6%; with 50% employer match about $378,317 at 4% or $252,211 at 6%; with 100% employer match about $283,738 at 4% or $189,158 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-7$1,224,040$158,893$22,699iApproximate average salary by contribution assumption: employee only about $567,475 at 4% or $378,317 at 6%; with 50% employer match about $378,317 at 4% or $252,211 at 6%; with 100% employer match about $283,738 at 4% or $189,158 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-7$1,028,820--
201227$1,905,809$256,125$36,589iApproximate average salary by contribution assumption: employee only about $914,732 at 4% or $609,821 at 6%; with 50% employer match about $609,821 at 4% or $406,548 at 6%; with 100% employer match about $457,366 at 4% or $304,911 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-7$1,036,867$256,125$36,589iApproximate average salary by contribution assumption: employee only about $914,732 at 4% or $609,821 at 6%; with 50% employer match about $609,821 at 4% or $406,548 at 6%; with 100% employer match about $457,366 at 4% or $304,911 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-7$868,942--
201129$1,703,673$283,895$31,544iApproximate average salary by contribution assumption: employee only about $788,597 at 4% or $525,731 at 6%; with 50% employer match about $525,731 at 4% or $350,488 at 6%; with 100% employer match about $394,299 at 4% or $262,866 at 6%.
Donald D. Berg, M.D. PC. Pension Plan-9$856,021$283,895$31,544iApproximate average salary by contribution assumption: employee only about $788,597 at 4% or $525,731 at 6%; with 50% employer match about $525,731 at 4% or $350,488 at 6%; with 100% employer match about $394,299 at 4% or $262,866 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-8$847,652--
201029$1,377,326$282,853$31,428iApproximate average salary by contribution assumption: employee only about $785,703 at 4% or $523,802 at 6%; with 50% employer match about $523,802 at 4% or $349,201 at 6%; with 100% employer match about $392,851 at 4% or $261,901 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-9$818,425--
Donald D. Berg, M.D. PC. Pension Plan-9$558,901$282,853$31,428iApproximate average salary by contribution assumption: employee only about $785,703 at 4% or $523,802 at 6%; with 50% employer match about $523,802 at 4% or $349,201 at 6%; with 100% employer match about $392,851 at 4% or $261,901 at 6%.
2009210$1,011,176$269,641$26,964iApproximate average salary by contribution assumption: employee only about $674,103 at 4% or $449,402 at 6%; with 50% employer match about $449,402 at 4% or $299,601 at 6%; with 100% employer match about $337,051 at 4% or $224,701 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-10$741,535--
Donald D. Berg, M.D. PC. Pension Plan-9$269,641$269,641$29,960iApproximate average salary by contribution assumption: employee only about $749,003 at 4% or $499,335 at 6%; with 50% employer match about $499,335 at 4% or $332,890 at 6%; with 100% employer match about $374,501 at 4% or $249,668 at 6%.
200819$636,569$77,949$8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-9$636,569$77,949$8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
200719$0$0-
Profit Sharing Plan of Donald D Berg MD PC-9---
200618$710,045$66,172$8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-8$710,045$66,172$8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%.
200518$560,079$63,630$7,954iApproximate average salary by contribution assumption: employee only about $198,844 at 4% or $132,563 at 6%; with 50% employer match about $132,563 at 4% or $88,375 at 6%; with 100% employer match about $99,422 at 4% or $66,281 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-8$560,079$63,630$7,954iApproximate average salary by contribution assumption: employee only about $198,844 at 4% or $132,563 at 6%; with 50% employer match about $132,563 at 4% or $88,375 at 6%; with 100% employer match about $99,422 at 4% or $66,281 at 6%.
200418$470,875$61,473$7,684iApproximate average salary by contribution assumption: employee only about $192,103 at 4% or $128,069 at 6%; with 50% employer match about $128,069 at 4% or $85,379 at 6%; with 100% employer match about $96,052 at 4% or $64,034 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-8$470,875$61,473$7,684iApproximate average salary by contribution assumption: employee only about $192,103 at 4% or $128,069 at 6%; with 50% employer match about $128,069 at 4% or $85,379 at 6%; with 100% employer match about $96,052 at 4% or $64,034 at 6%.
200318$0$0-
Profit Sharing Plan of Donald D Berg MD PC-8---
200218$274,636$62,108$7,764iApproximate average salary by contribution assumption: employee only about $194,088 at 4% or $129,392 at 6%; with 50% employer match about $129,392 at 4% or $86,261 at 6%; with 100% employer match about $97,044 at 4% or $64,696 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-8$274,636$62,108$7,764iApproximate average salary by contribution assumption: employee only about $194,088 at 4% or $129,392 at 6%; with 50% employer match about $129,392 at 4% or $86,261 at 6%; with 100% employer match about $97,044 at 4% or $64,696 at 6%.
200117$0$0-
Profit Sharing Plan of Donald D Berg MD PC-7---
200017$205,255$45,938$6,563iApproximate average salary by contribution assumption: employee only about $164,064 at 4% or $109,376 at 6%; with 50% employer match about $109,376 at 4% or $72,917 at 6%; with 100% employer match about $82,032 at 4% or $54,688 at 6%.
Profit Sharing Plan of Donald D Berg MD PC-7$205,255$45,938$6,563iApproximate average salary by contribution assumption: employee only about $164,064 at 4% or $109,376 at 6%; with 50% employer match about $109,376 at 4% or $72,917 at 6%; with 100% employer match about $82,032 at 4% or $54,688 at 6%.