Jay M. Bergmeier Insurance Agency Inc.
Plan context: Jay M. Bergmeier Insurance Agency Inc 401(K) Plan
EIN 47-0775302 • Omaha, NE • 26 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$81,566
2025 Contributions
$17,942
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 | 10 | $81,566 | $17,942 | $1,794iApproximate average salary by contribution assumption: employee only about $44,855 at 4% or $29,903 at 6%; with 50% employer match about $29,903 at 4% or $19,936 at 6%; with 100% employer match about $22,428 at 4% or $14,952 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 10 | $81,566 | $17,942 | $1,794iApproximate average salary by contribution assumption: employee only about $44,855 at 4% or $29,903 at 6%; with 50% employer match about $29,903 at 4% or $19,936 at 6%; with 100% employer match about $22,428 at 4% or $14,952 at 6%. |
| 2024 | 1 | 13 | $136,189 | $18,061 | $1,389iApproximate average salary by contribution assumption: employee only about $34,733 at 4% or $23,155 at 6%; with 50% employer match about $23,155 at 4% or $15,437 at 6%; with 100% employer match about $17,366 at 4% or $11,578 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 13 | $136,189 | $18,061 | $1,389iApproximate average salary by contribution assumption: employee only about $34,733 at 4% or $23,155 at 6%; with 50% employer match about $23,155 at 4% or $15,437 at 6%; with 100% employer match about $17,366 at 4% or $11,578 at 6%. |
| 2023 | 1 | 13 | $118,366 | $19,464 | $1,497iApproximate average salary by contribution assumption: employee only about $37,431 at 4% or $24,954 at 6%; with 50% employer match about $24,954 at 4% or $16,636 at 6%; with 100% employer match about $18,715 at 4% or $12,477 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 13 | $118,366 | $19,464 | $1,497iApproximate average salary by contribution assumption: employee only about $37,431 at 4% or $24,954 at 6%; with 50% employer match about $24,954 at 4% or $16,636 at 6%; with 100% employer match about $18,715 at 4% or $12,477 at 6%. |
| 2022 | 1 | 14 | $141,727 | $20,743 | $1,482iApproximate average salary by contribution assumption: employee only about $37,041 at 4% or $24,694 at 6%; with 50% employer match about $24,694 at 4% or $16,463 at 6%; with 100% employer match about $18,521 at 4% or $12,347 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 14 | $141,727 | $20,743 | $1,482iApproximate average salary by contribution assumption: employee only about $37,041 at 4% or $24,694 at 6%; with 50% employer match about $24,694 at 4% or $16,463 at 6%; with 100% employer match about $18,521 at 4% or $12,347 at 6%. |
| 2021 | 1 | 13 | $137,315 | $21,757 | $1,674iApproximate average salary by contribution assumption: employee only about $41,840 at 4% or $27,894 at 6%; with 50% employer match about $27,894 at 4% or $18,596 at 6%; with 100% employer match about $20,920 at 4% or $13,947 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 13 | $137,315 | $21,757 | $1,674iApproximate average salary by contribution assumption: employee only about $41,840 at 4% or $27,894 at 6%; with 50% employer match about $27,894 at 4% or $18,596 at 6%; with 100% employer match about $20,920 at 4% or $13,947 at 6%. |
| 2020 | 1 | 11 | $138,861 | $21,910 | $1,992iApproximate average salary by contribution assumption: employee only about $49,795 at 4% or $33,197 at 6%; with 50% employer match about $33,197 at 4% or $22,131 at 6%; with 100% employer match about $24,898 at 4% or $16,598 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 11 | $138,861 | $21,910 | $1,992iApproximate average salary by contribution assumption: employee only about $49,795 at 4% or $33,197 at 6%; with 50% employer match about $33,197 at 4% or $22,131 at 6%; with 100% employer match about $24,898 at 4% or $16,598 at 6%. |
| 2019 | 1 | 13 | $116,539 | $23,043 | $1,773iApproximate average salary by contribution assumption: employee only about $44,313 at 4% or $29,542 at 6%; with 50% employer match about $29,542 at 4% or $19,695 at 6%; with 100% employer match about $22,157 at 4% or $14,771 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 13 | $116,539 | $23,043 | $1,773iApproximate average salary by contribution assumption: employee only about $44,313 at 4% or $29,542 at 6%; with 50% employer match about $29,542 at 4% or $19,695 at 6%; with 100% employer match about $22,157 at 4% or $14,771 at 6%. |
| 2018 | 1 | 12 | $74,829 | $24,515 | $2,043iApproximate average salary by contribution assumption: employee only about $51,073 at 4% or $34,049 at 6%; with 50% employer match about $34,049 at 4% or $22,699 at 6%; with 100% employer match about $25,536 at 4% or $17,024 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 12 | $74,829 | $24,515 | $2,043iApproximate average salary by contribution assumption: employee only about $51,073 at 4% or $34,049 at 6%; with 50% employer match about $34,049 at 4% or $22,699 at 6%; with 100% employer match about $25,536 at 4% or $17,024 at 6%. |
| 2017 | 1 | 11 | $64,027 | $22,647 | $2,059iApproximate average salary by contribution assumption: employee only about $51,470 at 4% or $34,314 at 6%; with 50% employer match about $34,314 at 4% or $22,876 at 6%; with 100% employer match about $25,735 at 4% or $17,157 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 11 | $64,027 | $22,647 | $2,059iApproximate average salary by contribution assumption: employee only about $51,470 at 4% or $34,314 at 6%; with 50% employer match about $34,314 at 4% or $22,876 at 6%; with 100% employer match about $25,735 at 4% or $17,157 at 6%. |
| 2016 | 1 | 10 | $303,798 | $21,070 | $2,107iApproximate average salary by contribution assumption: employee only about $52,675 at 4% or $35,117 at 6%; with 50% employer match about $35,117 at 4% or $23,411 at 6%; with 100% employer match about $26,338 at 4% or $17,558 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 10 | $303,798 | $21,070 | $2,107iApproximate average salary by contribution assumption: employee only about $52,675 at 4% or $35,117 at 6%; with 50% employer match about $35,117 at 4% or $23,411 at 6%; with 100% employer match about $26,338 at 4% or $17,558 at 6%. |
| 2015 | 1 | 7 | $256,942 | $19,151 | $2,736iApproximate average salary by contribution assumption: employee only about $68,396 at 4% or $45,598 at 6%; with 50% employer match about $45,598 at 4% or $30,398 at 6%; with 100% employer match about $34,198 at 4% or $22,799 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 7 | $256,942 | $19,151 | $2,736iApproximate average salary by contribution assumption: employee only about $68,396 at 4% or $45,598 at 6%; with 50% employer match about $45,598 at 4% or $30,398 at 6%; with 100% employer match about $34,198 at 4% or $22,799 at 6%. |
| 2014 | 1 | 6 | $248,339 | $22,482 | $3,747iApproximate average salary by contribution assumption: employee only about $93,675 at 4% or $62,450 at 6%; with 50% employer match about $62,450 at 4% or $41,633 at 6%; with 100% employer match about $46,838 at 4% or $31,225 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 6 | $248,339 | $22,482 | $3,747iApproximate average salary by contribution assumption: employee only about $93,675 at 4% or $62,450 at 6%; with 50% employer match about $62,450 at 4% or $41,633 at 6%; with 100% employer match about $46,838 at 4% or $31,225 at 6%. |
| 2013 | 1 | 6 | $227,147 | $17,504 | $2,917iApproximate average salary by contribution assumption: employee only about $72,933 at 4% or $48,622 at 6%; with 50% employer match about $48,622 at 4% or $32,415 at 6%; with 100% employer match about $36,467 at 4% or $24,311 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 6 | $227,147 | $17,504 | $2,917iApproximate average salary by contribution assumption: employee only about $72,933 at 4% or $48,622 at 6%; with 50% employer match about $48,622 at 4% or $32,415 at 6%; with 100% employer match about $36,467 at 4% or $24,311 at 6%. |
| 2012 | 1 | 8 | $233,102 | $15,541 | $1,943iApproximate average salary by contribution assumption: employee only about $48,566 at 4% or $32,377 at 6%; with 50% employer match about $32,377 at 4% or $21,585 at 6%; with 100% employer match about $24,283 at 4% or $16,189 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 8 | $233,102 | $15,541 | $1,943iApproximate average salary by contribution assumption: employee only about $48,566 at 4% or $32,377 at 6%; with 50% employer match about $32,377 at 4% or $21,585 at 6%; with 100% employer match about $24,283 at 4% or $16,189 at 6%. |
| 2011 | 1 | 5 | $214,323 | $31,538 | $6,308iApproximate average salary by contribution assumption: employee only about $157,690 at 4% or $105,127 at 6%; with 50% employer match about $105,127 at 4% or $70,084 at 6%; with 100% employer match about $78,845 at 4% or $52,563 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $214,323 | $31,538 | $6,308iApproximate average salary by contribution assumption: employee only about $157,690 at 4% or $105,127 at 6%; with 50% employer match about $105,127 at 4% or $70,084 at 6%; with 100% employer match about $78,845 at 4% or $52,563 at 6%. |
| 2010 | 1 | 6 | $177,289 | $14,888 | $2,481iApproximate average salary by contribution assumption: employee only about $62,033 at 4% or $41,356 at 6%; with 50% employer match about $41,356 at 4% or $27,570 at 6%; with 100% employer match about $31,017 at 4% or $20,678 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 6 | $177,289 | $14,888 | $2,481iApproximate average salary by contribution assumption: employee only about $62,033 at 4% or $41,356 at 6%; with 50% employer match about $41,356 at 4% or $27,570 at 6%; with 100% employer match about $31,017 at 4% or $20,678 at 6%. |
| 2009 | 1 | 5 | $201,198 | $22,401 | $4,480iApproximate average salary by contribution assumption: employee only about $112,005 at 4% or $74,670 at 6%; with 50% employer match about $74,670 at 4% or $49,780 at 6%; with 100% employer match about $56,003 at 4% or $37,335 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $201,198 | $22,401 | $4,480iApproximate average salary by contribution assumption: employee only about $112,005 at 4% or $74,670 at 6%; with 50% employer match about $74,670 at 4% or $49,780 at 6%; with 100% employer match about $56,003 at 4% or $37,335 at 6%. |
| 2008 | 1 | 5 | $170,460 | $26,303 | $5,261iApproximate average salary by contribution assumption: employee only about $131,515 at 4% or $87,677 at 6%; with 50% employer match about $87,677 at 4% or $58,451 at 6%; with 100% employer match about $65,758 at 4% or $43,838 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $170,460 | $26,303 | $5,261iApproximate average salary by contribution assumption: employee only about $131,515 at 4% or $87,677 at 6%; with 50% employer match about $87,677 at 4% or $58,451 at 6%; with 100% employer match about $65,758 at 4% or $43,838 at 6%. |
| 2007 | 1 | 7 | $181,358 | $24,575 | $3,511iApproximate average salary by contribution assumption: employee only about $87,768 at 4% or $58,512 at 6%; with 50% employer match about $58,512 at 4% or $39,008 at 6%; with 100% employer match about $43,884 at 4% or $29,256 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 7 | $181,358 | $24,575 | $3,511iApproximate average salary by contribution assumption: employee only about $87,768 at 4% or $58,512 at 6%; with 50% employer match about $58,512 at 4% or $39,008 at 6%; with 100% employer match about $43,884 at 4% or $29,256 at 6%. |
| 2006 | 1 | 6 | $140,679 | $23,810 | $3,968iApproximate average salary by contribution assumption: employee only about $99,208 at 4% or $66,139 at 6%; with 50% employer match about $66,139 at 4% or $44,093 at 6%; with 100% employer match about $49,604 at 4% or $33,069 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 6 | $140,679 | $23,810 | $3,968iApproximate average salary by contribution assumption: employee only about $99,208 at 4% or $66,139 at 6%; with 50% employer match about $66,139 at 4% or $44,093 at 6%; with 100% employer match about $49,604 at 4% or $33,069 at 6%. |
| 2005 | 1 | 5 | $99,951 | $12,225 | $2,445iApproximate average salary by contribution assumption: employee only about $61,125 at 4% or $40,750 at 6%; with 50% employer match about $40,750 at 4% or $27,167 at 6%; with 100% employer match about $30,563 at 4% or $20,375 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $99,951 | $12,225 | $2,445iApproximate average salary by contribution assumption: employee only about $61,125 at 4% or $40,750 at 6%; with 50% employer match about $40,750 at 4% or $27,167 at 6%; with 100% employer match about $30,563 at 4% or $20,375 at 6%. |
| 2004 | 2 | 5 | $168,936 | $23,476 | $4,695iApproximate average salary by contribution assumption: employee only about $117,380 at 4% or $78,253 at 6%; with 50% employer match about $78,253 at 4% or $52,169 at 6%; with 100% employer match about $58,690 at 4% or $39,127 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 0 | $84,468 | $11,738 | - |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $84,468 | $11,738 | $2,348iApproximate average salary by contribution assumption: employee only about $58,690 at 4% or $39,127 at 6%; with 50% employer match about $39,127 at 4% or $26,084 at 6%; with 100% employer match about $29,345 at 4% or $19,563 at 6%. |
| 2002 | 1 | 5 | $48,561 | $10,248 | $2,050iApproximate average salary by contribution assumption: employee only about $51,240 at 4% or $34,160 at 6%; with 50% employer match about $34,160 at 4% or $22,773 at 6%; with 100% employer match about $25,620 at 4% or $17,080 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $48,561 | $10,248 | $2,050iApproximate average salary by contribution assumption: employee only about $51,240 at 4% or $34,160 at 6%; with 50% employer match about $34,160 at 4% or $22,773 at 6%; with 100% employer match about $25,620 at 4% or $17,080 at 6%. |
| 2001 | 1 | 5 | $41,824 | $9,958 | $1,992iApproximate average salary by contribution assumption: employee only about $49,790 at 4% or $33,193 at 6%; with 50% employer match about $33,193 at 4% or $22,129 at 6%; with 100% employer match about $24,895 at 4% or $16,597 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 5 | $41,824 | $9,958 | $1,992iApproximate average salary by contribution assumption: employee only about $49,790 at 4% or $33,193 at 6%; with 50% employer match about $33,193 at 4% or $22,129 at 6%; with 100% employer match about $24,895 at 4% or $16,597 at 6%. |
| 1999 | 1 | 4 | $29,100 | $6,452 | $1,613iApproximate average salary by contribution assumption: employee only about $40,325 at 4% or $26,883 at 6%; with 50% employer match about $26,883 at 4% or $17,922 at 6%; with 100% employer match about $20,163 at 4% or $13,442 at 6%. |
| Jay M. Bergmeier Insurance Agency Inc 401(K) Plan | - | 4 | $29,100 | $6,452 | $1,613iApproximate average salary by contribution assumption: employee only about $40,325 at 4% or $26,883 at 6%; with 50% employer match about $26,883 at 4% or $17,922 at 6%; with 100% employer match about $20,163 at 4% or $13,442 at 6%. |