Shamberg, Johnson & Bergman, Charte
Plan context: Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan
EIN 48-0798720 • Kansas City, MO • 27 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
28
2025 Assets
$13,911,734
2025 Contributions
$70,445
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 | 28 | $13,911,734 | $70,445 | $2,516iApproximate average salary by contribution assumption: employee only about $62,897 at 4% or $41,932 at 6%; with 50% employer match about $41,932 at 4% or $27,954 at 6%; with 100% employer match about $31,449 at 4% or $20,966 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 28 | $13,911,734 | $70,445 | $2,516iApproximate average salary by contribution assumption: employee only about $62,897 at 4% or $41,932 at 6%; with 50% employer match about $41,932 at 4% or $27,954 at 6%; with 100% employer match about $31,449 at 4% or $20,966 at 6%. |
| 2024 | 1 | 28 | $14,163,965 | $261,667 | $9,345iApproximate average salary by contribution assumption: employee only about $233,631 at 4% or $155,754 at 6%; with 50% employer match about $155,754 at 4% or $103,836 at 6%; with 100% employer match about $116,816 at 4% or $77,877 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 28 | $14,163,965 | $261,667 | $9,345iApproximate average salary by contribution assumption: employee only about $233,631 at 4% or $155,754 at 6%; with 50% employer match about $155,754 at 4% or $103,836 at 6%; with 100% employer match about $116,816 at 4% or $77,877 at 6%. |
| 2023 | 1 | 30 | $13,142,133 | $446,894 | $14,896iApproximate average salary by contribution assumption: employee only about $372,412 at 4% or $248,274 at 6%; with 50% employer match about $248,274 at 4% or $165,516 at 6%; with 100% employer match about $186,206 at 4% or $124,137 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 30 | $13,142,133 | $446,894 | $14,896iApproximate average salary by contribution assumption: employee only about $372,412 at 4% or $248,274 at 6%; with 50% employer match about $248,274 at 4% or $165,516 at 6%; with 100% employer match about $186,206 at 4% or $124,137 at 6%. |
| 2022 | 1 | 31 | $12,067,476 | $390,819 | $12,607iApproximate average salary by contribution assumption: employee only about $315,177 at 4% or $210,118 at 6%; with 50% employer match about $210,118 at 4% or $140,078 at 6%; with 100% employer match about $157,588 at 4% or $105,059 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 31 | $12,067,476 | $390,819 | $12,607iApproximate average salary by contribution assumption: employee only about $315,177 at 4% or $210,118 at 6%; with 50% employer match about $210,118 at 4% or $140,078 at 6%; with 100% employer match about $157,588 at 4% or $105,059 at 6%. |
| 2021 | 1 | 30 | $13,622,301 | $435,470 | $14,516iApproximate average salary by contribution assumption: employee only about $362,892 at 4% or $241,928 at 6%; with 50% employer match about $241,928 at 4% or $161,285 at 6%; with 100% employer match about $181,446 at 4% or $120,964 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 30 | $13,622,301 | $435,470 | $14,516iApproximate average salary by contribution assumption: employee only about $362,892 at 4% or $241,928 at 6%; with 50% employer match about $241,928 at 4% or $161,285 at 6%; with 100% employer match about $181,446 at 4% or $120,964 at 6%. |
| 2020 | 1 | 30 | $12,051,251 | $392,428 | $13,081iApproximate average salary by contribution assumption: employee only about $327,023 at 4% or $218,016 at 6%; with 50% employer match about $218,016 at 4% or $145,344 at 6%; with 100% employer match about $163,512 at 4% or $109,008 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 30 | $12,051,251 | $392,428 | $13,081iApproximate average salary by contribution assumption: employee only about $327,023 at 4% or $218,016 at 6%; with 50% employer match about $218,016 at 4% or $145,344 at 6%; with 100% employer match about $163,512 at 4% or $109,008 at 6%. |
| 2019 | 1 | 32 | $11,283,008 | $3,240,360 | $101,261iApproximate average salary by contribution assumption: employee only about $2,531,531 at 4% or $1,687,688 at 6%; with 50% employer match about $1,687,688 at 4% or $1,125,125 at 6%; with 100% employer match about $1,265,766 at 4% or $843,844 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 32 | $11,283,008 | $3,240,360 | $101,261iApproximate average salary by contribution assumption: employee only about $2,531,531 at 4% or $1,687,688 at 6%; with 50% employer match about $1,687,688 at 4% or $1,125,125 at 6%; with 100% employer match about $1,265,766 at 4% or $843,844 at 6%. |
| 2018 | 1 | 28 | $7,089,317 | $0 | - |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 28 | $7,089,317 | $0 | - |
| 2017 | 1 | 29 | $7,665,131 | $290,100 | $10,003iApproximate average salary by contribution assumption: employee only about $250,086 at 4% or $166,724 at 6%; with 50% employer match about $166,724 at 4% or $111,149 at 6%; with 100% employer match about $125,043 at 4% or $83,362 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 29 | $7,665,131 | $290,100 | $10,003iApproximate average salary by contribution assumption: employee only about $250,086 at 4% or $166,724 at 6%; with 50% employer match about $166,724 at 4% or $111,149 at 6%; with 100% employer match about $125,043 at 4% or $83,362 at 6%. |
| 2016 | 1 | 35 | $6,756,695 | $278,290 | $7,951iApproximate average salary by contribution assumption: employee only about $198,779 at 4% or $132,519 at 6%; with 50% employer match about $132,519 at 4% or $88,346 at 6%; with 100% employer match about $99,389 at 4% or $66,260 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 35 | $6,756,695 | $278,290 | $7,951iApproximate average salary by contribution assumption: employee only about $198,779 at 4% or $132,519 at 6%; with 50% employer match about $132,519 at 4% or $88,346 at 6%; with 100% employer match about $99,389 at 4% or $66,260 at 6%. |
| 2015 | 1 | 31 | $6,107,204 | $163,199 | $5,264iApproximate average salary by contribution assumption: employee only about $131,612 at 4% or $87,741 at 6%; with 50% employer match about $87,741 at 4% or $58,494 at 6%; with 100% employer match about $65,806 at 4% or $43,871 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 31 | $6,107,204 | $163,199 | $5,264iApproximate average salary by contribution assumption: employee only about $131,612 at 4% or $87,741 at 6%; with 50% employer match about $87,741 at 4% or $58,494 at 6%; with 100% employer match about $65,806 at 4% or $43,871 at 6%. |
| 2014 | 1 | 30 | $6,012,667 | $309,792 | $10,326iApproximate average salary by contribution assumption: employee only about $258,160 at 4% or $172,107 at 6%; with 50% employer match about $172,107 at 4% or $114,738 at 6%; with 100% employer match about $129,080 at 4% or $86,053 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 30 | $6,012,667 | $309,792 | $10,326iApproximate average salary by contribution assumption: employee only about $258,160 at 4% or $172,107 at 6%; with 50% employer match about $172,107 at 4% or $114,738 at 6%; with 100% employer match about $129,080 at 4% or $86,053 at 6%. |
| 2013 | 1 | 31 | $6,288,466 | $167,499 | $5,403iApproximate average salary by contribution assumption: employee only about $135,080 at 4% or $90,053 at 6%; with 50% employer match about $90,053 at 4% or $60,035 at 6%; with 100% employer match about $67,540 at 4% or $45,027 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 31 | $6,288,466 | $167,499 | $5,403iApproximate average salary by contribution assumption: employee only about $135,080 at 4% or $90,053 at 6%; with 50% employer match about $90,053 at 4% or $60,035 at 6%; with 100% employer match about $67,540 at 4% or $45,027 at 6%. |
| 2012 | 1 | 28 | $5,657,469 | $380,527 | $13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,003 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 28 | $5,657,469 | $380,527 | $13,590iApproximate average salary by contribution assumption: employee only about $339,756 at 4% or $226,504 at 6%; with 50% employer match about $226,504 at 4% or $151,003 at 6%; with 100% employer match about $169,878 at 4% or $113,252 at 6%. |
| 2011 | 1 | 27 | $5,439,685 | $210,120 | $7,782iApproximate average salary by contribution assumption: employee only about $194,556 at 4% or $129,704 at 6%; with 50% employer match about $129,704 at 4% or $86,469 at 6%; with 100% employer match about $97,278 at 4% or $64,852 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 27 | $5,439,685 | $210,120 | $7,782iApproximate average salary by contribution assumption: employee only about $194,556 at 4% or $129,704 at 6%; with 50% employer match about $129,704 at 4% or $86,469 at 6%; with 100% employer match about $97,278 at 4% or $64,852 at 6%. |
| 2010 | 1 | 29 | $5,285,469 | $326,273 | $11,251iApproximate average salary by contribution assumption: employee only about $281,270 at 4% or $187,513 at 6%; with 50% employer match about $187,513 at 4% or $125,009 at 6%; with 100% employer match about $140,635 at 4% or $93,757 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 29 | $5,285,469 | $326,273 | $11,251iApproximate average salary by contribution assumption: employee only about $281,270 at 4% or $187,513 at 6%; with 50% employer match about $187,513 at 4% or $125,009 at 6%; with 100% employer match about $140,635 at 4% or $93,757 at 6%. |
| 2009 | 1 | 30 | $4,792,680 | $366,230 | $12,208iApproximate average salary by contribution assumption: employee only about $305,192 at 4% or $203,461 at 6%; with 50% employer match about $203,461 at 4% or $135,641 at 6%; with 100% employer match about $152,596 at 4% or $101,731 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 30 | $4,792,680 | $366,230 | $12,208iApproximate average salary by contribution assumption: employee only about $305,192 at 4% or $203,461 at 6%; with 50% employer match about $203,461 at 4% or $135,641 at 6%; with 100% employer match about $152,596 at 4% or $101,731 at 6%. |
| 2008 | 1 | 16 | $3,780,334 | $0 | - |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 16 | $3,780,334 | - | - |
| 2007 | 1 | 15 | $4,936,355 | $72,900 | $4,860iApproximate average salary by contribution assumption: employee only about $121,500 at 4% or $81,000 at 6%; with 50% employer match about $81,000 at 4% or $54,000 at 6%; with 100% employer match about $60,750 at 4% or $40,500 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 15 | $4,936,355 | $72,900 | $4,860iApproximate average salary by contribution assumption: employee only about $121,500 at 4% or $81,000 at 6%; with 50% employer match about $81,000 at 4% or $54,000 at 6%; with 100% employer match about $60,750 at 4% or $40,500 at 6%. |
| 2006 | 1 | 14 | $4,559,616 | $67,243 | $4,803iApproximate average salary by contribution assumption: employee only about $120,077 at 4% or $80,051 at 6%; with 50% employer match about $80,051 at 4% or $53,367 at 6%; with 100% employer match about $60,038 at 4% or $40,026 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 14 | $4,559,616 | $67,243 | $4,803iApproximate average salary by contribution assumption: employee only about $120,077 at 4% or $80,051 at 6%; with 50% employer match about $80,051 at 4% or $53,367 at 6%; with 100% employer match about $60,038 at 4% or $40,026 at 6%. |
| 2005 | 1 | 15 | $5,834,818 | $237,206 | $15,814iApproximate average salary by contribution assumption: employee only about $395,343 at 4% or $263,562 at 6%; with 50% employer match about $263,562 at 4% or $175,708 at 6%; with 100% employer match about $197,672 at 4% or $131,781 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 15 | $5,834,818 | $237,206 | $15,814iApproximate average salary by contribution assumption: employee only about $395,343 at 4% or $263,562 at 6%; with 50% employer match about $263,562 at 4% or $175,708 at 6%; with 100% employer match about $197,672 at 4% or $131,781 at 6%. |
| 2004 | 1 | 20 | $5,519,473 | $174,103 | $8,705iApproximate average salary by contribution assumption: employee only about $217,629 at 4% or $145,086 at 6%; with 50% employer match about $145,086 at 4% or $96,724 at 6%; with 100% employer match about $108,814 at 4% or $72,543 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 20 | $5,519,473 | $174,103 | $8,705iApproximate average salary by contribution assumption: employee only about $217,629 at 4% or $145,086 at 6%; with 50% employer match about $145,086 at 4% or $96,724 at 6%; with 100% employer match about $108,814 at 4% or $72,543 at 6%. |
| 2003 | 1 | 19 | $5,057,237 | $230,965 | $12,156iApproximate average salary by contribution assumption: employee only about $303,901 at 4% or $202,601 at 6%; with 50% employer match about $202,601 at 4% or $135,067 at 6%; with 100% employer match about $151,951 at 4% or $101,300 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 19 | $5,057,237 | $230,965 | $12,156iApproximate average salary by contribution assumption: employee only about $303,901 at 4% or $202,601 at 6%; with 50% employer match about $202,601 at 4% or $135,067 at 6%; with 100% employer match about $151,951 at 4% or $101,300 at 6%. |
| 2002 | 1 | 17 | $4,306,291 | $130,219 | $7,660iApproximate average salary by contribution assumption: employee only about $191,499 at 4% or $127,666 at 6%; with 50% employer match about $127,666 at 4% or $85,110 at 6%; with 100% employer match about $95,749 at 4% or $63,833 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 17 | $4,306,291 | $130,219 | $7,660iApproximate average salary by contribution assumption: employee only about $191,499 at 4% or $127,666 at 6%; with 50% employer match about $127,666 at 4% or $85,110 at 6%; with 100% employer match about $95,749 at 4% or $63,833 at 6%. |
| 2001 | 1 | 16 | $4,420,151 | $214,285 | $13,393iApproximate average salary by contribution assumption: employee only about $334,820 at 4% or $223,214 at 6%; with 50% employer match about $223,214 at 4% or $148,809 at 6%; with 100% employer match about $167,410 at 4% or $111,607 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 16 | $4,420,151 | $214,285 | $13,393iApproximate average salary by contribution assumption: employee only about $334,820 at 4% or $223,214 at 6%; with 50% employer match about $223,214 at 4% or $148,809 at 6%; with 100% employer match about $167,410 at 4% or $111,607 at 6%. |
| 2000 | 1 | 20 | $4,297,811 | $0 | - |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 20 | $4,297,811 | - | - |
| 1999 | 1 | 17 | $4,268,707 | $215,143 | $12,655iApproximate average salary by contribution assumption: employee only about $316,387 at 4% or $210,925 at 6%; with 50% employer match about $210,925 at 4% or $140,616 at 6%; with 100% employer match about $158,193 at 4% or $105,462 at 6%. |
| Shamberg, Johnson & Bergman, Chartered Profit Sharing Plan | - | 17 | $4,268,707 | $215,143 | $12,655iApproximate average salary by contribution assumption: employee only about $316,387 at 4% or $210,925 at 6%; with 50% employer match about $210,925 at 4% or $140,616 at 6%; with 100% employer match about $158,193 at 4% or $105,462 at 6%. |