Civic Intelligence

Berglund Management Group Inc.

Plan context: Berglund Management Group 401K Plan

EIN 54-1375337 • 25 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

405

2024 Assets

$16,806,616

2024 Contributions

$1,802,663

Historical Graphs

Total Assets Over Time

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

$16,806,616$8,403,308$0199920132024YearValue
$16,806,616Latest year 2024

Participants Over Time

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

8254130199920122024YearValue
405Latest 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
20241405$16,806,616$1,802,663$4,451iApproximate average salary by contribution assumption: employee only about $111,275 at 4% or $74,184 at 6%; with 50% employer match about $74,184 at 4% or $49,456 at 6%; with 100% employer match about $55,638 at 4% or $37,092 at 6%.
Berglund Management Group 401K Plan-405$16,806,616$1,802,663$4,451iApproximate average salary by contribution assumption: employee only about $111,275 at 4% or $74,184 at 6%; with 50% employer match about $74,184 at 4% or $49,456 at 6%; with 100% employer match about $55,638 at 4% or $37,092 at 6%.
20231382$14,277,860$1,357,238$3,553iApproximate average salary by contribution assumption: employee only about $88,824 at 4% or $59,216 at 6%; with 50% employer match about $59,216 at 4% or $39,478 at 6%; with 100% employer match about $44,412 at 4% or $29,608 at 6%.
Berglund Management Group 401K Plan-382$14,277,860$1,357,238$3,553iApproximate average salary by contribution assumption: employee only about $88,824 at 4% or $59,216 at 6%; with 50% employer match about $59,216 at 4% or $39,478 at 6%; with 100% employer match about $44,412 at 4% or $29,608 at 6%.
20221409$13,297,588$1,280,018$3,130iApproximate average salary by contribution assumption: employee only about $78,241 at 4% or $52,160 at 6%; with 50% employer match about $52,160 at 4% or $34,774 at 6%; with 100% employer match about $39,120 at 4% or $26,080 at 6%.
Berglund Management Group 401K Plan-409$13,297,588$1,280,018$3,130iApproximate average salary by contribution assumption: employee only about $78,241 at 4% or $52,160 at 6%; with 50% employer match about $52,160 at 4% or $34,774 at 6%; with 100% employer match about $39,120 at 4% or $26,080 at 6%.
20211459$15,596,060$1,393,351$3,036iApproximate average salary by contribution assumption: employee only about $75,891 at 4% or $50,594 at 6%; with 50% employer match about $50,594 at 4% or $33,729 at 6%; with 100% employer match about $37,945 at 4% or $25,297 at 6%.
Berglund Management Group 401K Plan-459$15,596,060$1,393,351$3,036iApproximate average salary by contribution assumption: employee only about $75,891 at 4% or $50,594 at 6%; with 50% employer match about $50,594 at 4% or $33,729 at 6%; with 100% employer match about $37,945 at 4% or $25,297 at 6%.
20201669$14,276,422$923,134$1,380iApproximate average salary by contribution assumption: employee only about $34,497 at 4% or $22,998 at 6%; with 50% employer match about $22,998 at 4% or $15,332 at 6%; with 100% employer match about $17,248 at 4% or $11,499 at 6%.
Berglund Management Group 401K Plan-669$14,276,422$923,134$1,380iApproximate average salary by contribution assumption: employee only about $34,497 at 4% or $22,998 at 6%; with 50% employer match about $22,998 at 4% or $15,332 at 6%; with 100% employer match about $17,248 at 4% or $11,499 at 6%.
20191696$12,419,525$2,300,917$3,306iApproximate average salary by contribution assumption: employee only about $82,648 at 4% or $55,099 at 6%; with 50% employer match about $55,099 at 4% or $36,732 at 6%; with 100% employer match about $41,324 at 4% or $27,549 at 6%.
Berglund Management Group 401K Plan-696$12,419,525$2,300,917$3,306iApproximate average salary by contribution assumption: employee only about $82,648 at 4% or $55,099 at 6%; with 50% employer match about $55,099 at 4% or $36,732 at 6%; with 100% employer match about $41,324 at 4% or $27,549 at 6%.
20181470$9,655,243$755,043$1,606iApproximate average salary by contribution assumption: employee only about $40,162 at 4% or $26,775 at 6%; with 50% employer match about $26,775 at 4% or $17,850 at 6%; with 100% employer match about $20,081 at 4% or $13,387 at 6%.
Berglund Management Group 401K Plan-470$9,655,243$755,043$1,606iApproximate average salary by contribution assumption: employee only about $40,162 at 4% or $26,775 at 6%; with 50% employer match about $26,775 at 4% or $17,850 at 6%; with 100% employer match about $20,081 at 4% or $13,387 at 6%.
20171737$10,512,975$778,476$1,056iApproximate average salary by contribution assumption: employee only about $26,407 at 4% or $17,605 at 6%; with 50% employer match about $17,605 at 4% or $11,736 at 6%; with 100% employer match about $13,203 at 4% or $8,802 at 6%.
Berglund Management Group 401K Plan-737$10,512,975$778,476$1,056iApproximate average salary by contribution assumption: employee only about $26,407 at 4% or $17,605 at 6%; with 50% employer match about $17,605 at 4% or $11,736 at 6%; with 100% employer match about $13,203 at 4% or $8,802 at 6%.
20161825$9,493,151$928,562$1,126iApproximate average salary by contribution assumption: employee only about $28,138 at 4% or $18,759 at 6%; with 50% employer match about $18,759 at 4% or $12,506 at 6%; with 100% employer match about $14,069 at 4% or $9,379 at 6%.
Berglund Management Group 401K Plan-825$9,493,151$928,562$1,126iApproximate average salary by contribution assumption: employee only about $28,138 at 4% or $18,759 at 6%; with 50% employer match about $18,759 at 4% or $12,506 at 6%; with 100% employer match about $14,069 at 4% or $9,379 at 6%.
20151780$8,423,144$692,923$888iApproximate average salary by contribution assumption: employee only about $22,209 at 4% or $14,806 at 6%; with 50% employer match about $14,806 at 4% or $9,871 at 6%; with 100% employer match about $11,105 at 4% or $7,403 at 6%.
Berglund Management Group 401K Plan-780$8,423,144$692,923$888iApproximate average salary by contribution assumption: employee only about $22,209 at 4% or $14,806 at 6%; with 50% employer match about $14,806 at 4% or $9,871 at 6%; with 100% employer match about $11,105 at 4% or $7,403 at 6%.
20141644$8,684,608$893,409$1,387iApproximate average salary by contribution assumption: employee only about $34,682 at 4% or $23,121 at 6%; with 50% employer match about $23,121 at 4% or $15,414 at 6%; with 100% employer match about $17,341 at 4% or $11,561 at 6%.
Berglund Management Group 401K Plan-644$8,684,608$893,409$1,387iApproximate average salary by contribution assumption: employee only about $34,682 at 4% or $23,121 at 6%; with 50% employer match about $23,121 at 4% or $15,414 at 6%; with 100% employer match about $17,341 at 4% or $11,561 at 6%.
20131403$8,405,801$434,783$1,079iApproximate average salary by contribution assumption: employee only about $26,972 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,987 at 6%; with 100% employer match about $13,486 at 4% or $8,991 at 6%.
Berglund Management Group 401K Plan-403$8,405,801$434,783$1,079iApproximate average salary by contribution assumption: employee only about $26,972 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,987 at 6%; with 100% employer match about $13,486 at 4% or $8,991 at 6%.
20121493$7,880,936$277,383$563iApproximate average salary by contribution assumption: employee only about $14,066 at 4% or $9,377 at 6%; with 50% employer match about $9,377 at 4% or $6,252 at 6%; with 100% employer match about $7,033 at 4% or $4,689 at 6%.
Berglund Management Group 401K Plan-493$7,880,936$277,383$563iApproximate average salary by contribution assumption: employee only about $14,066 at 4% or $9,377 at 6%; with 50% employer match about $9,377 at 4% or $6,252 at 6%; with 100% employer match about $7,033 at 4% or $4,689 at 6%.
20111666$7,669,116$479,978$721iApproximate average salary by contribution assumption: employee only about $18,017 at 4% or $12,011 at 6%; with 50% employer match about $12,011 at 4% or $8,008 at 6%; with 100% employer match about $9,009 at 4% or $6,006 at 6%.
Berglund Management Group 401K Plan-666$7,669,116$479,978$721iApproximate average salary by contribution assumption: employee only about $18,017 at 4% or $12,011 at 6%; with 50% employer match about $12,011 at 4% or $8,008 at 6%; with 100% employer match about $9,009 at 4% or $6,006 at 6%.
20101616$7,806,658$543,987$883iApproximate average salary by contribution assumption: employee only about $22,077 at 4% or $14,718 at 6%; with 50% employer match about $14,718 at 4% or $9,812 at 6%; with 100% employer match about $11,039 at 4% or $7,359 at 6%.
Berglund Management Group 401K Plan-616$7,806,658$543,987$883iApproximate average salary by contribution assumption: employee only about $22,077 at 4% or $14,718 at 6%; with 50% employer match about $14,718 at 4% or $9,812 at 6%; with 100% employer match about $11,039 at 4% or $7,359 at 6%.
20091417$7,048,432$451,932$1,084iApproximate average salary by contribution assumption: employee only about $27,094 at 4% or $18,063 at 6%; with 50% employer match about $18,063 at 4% or $12,042 at 6%; with 100% employer match about $13,547 at 4% or $9,031 at 6%.
Berglund Management Group 401K Plan-417$7,048,432$451,932$1,084iApproximate average salary by contribution assumption: employee only about $27,094 at 4% or $18,063 at 6%; with 50% employer match about $18,063 at 4% or $12,042 at 6%; with 100% employer match about $13,547 at 4% or $9,031 at 6%.
20081709$6,072,534$675,728$953iApproximate average salary by contribution assumption: employee only about $23,827 at 4% or $15,885 at 6%; with 50% employer match about $15,885 at 4% or $10,590 at 6%; with 100% employer match about $11,913 at 4% or $7,942 at 6%.
Berglund Management Group 401K Plan-709$6,072,534$675,728$953iApproximate average salary by contribution assumption: employee only about $23,827 at 4% or $15,885 at 6%; with 50% employer match about $15,885 at 4% or $10,590 at 6%; with 100% employer match about $11,913 at 4% or $7,942 at 6%.
20071759$8,156,992$890,149$1,173iApproximate average salary by contribution assumption: employee only about $29,320 at 4% or $19,547 at 6%; with 50% employer match about $19,547 at 4% or $13,031 at 6%; with 100% employer match about $14,660 at 4% or $9,773 at 6%.
Berglund Management Group 401K Plan-759$8,156,992$890,149$1,173iApproximate average salary by contribution assumption: employee only about $29,320 at 4% or $19,547 at 6%; with 50% employer match about $19,547 at 4% or $13,031 at 6%; with 100% employer match about $14,660 at 4% or $9,773 at 6%.
20061752$7,791,981$1,340,467$1,783iApproximate average salary by contribution assumption: employee only about $44,563 at 4% or $29,709 at 6%; with 50% employer match about $29,709 at 4% or $19,806 at 6%; with 100% employer match about $22,282 at 4% or $14,854 at 6%.
Berglund Management Group 401K Plan-752$7,791,981$1,340,467$1,783iApproximate average salary by contribution assumption: employee only about $44,563 at 4% or $29,709 at 6%; with 50% employer match about $29,709 at 4% or $19,806 at 6%; with 100% employer match about $22,282 at 4% or $14,854 at 6%.
20041606$5,268,734$855,242$1,411iApproximate average salary by contribution assumption: employee only about $35,282 at 4% or $23,522 at 6%; with 50% employer match about $23,522 at 4% or $15,681 at 6%; with 100% employer match about $17,641 at 4% or $11,761 at 6%.
Berglund Management Group 401K Plan-606$5,268,734$855,242$1,411iApproximate average salary by contribution assumption: employee only about $35,282 at 4% or $23,522 at 6%; with 50% employer match about $23,522 at 4% or $15,681 at 6%; with 100% employer match about $17,641 at 4% or $11,761 at 6%.
20031600$4,767,455$746,096$1,243iApproximate average salary by contribution assumption: employee only about $31,087 at 4% or $20,725 at 6%; with 50% employer match about $20,725 at 4% or $13,817 at 6%; with 100% employer match about $15,544 at 4% or $10,362 at 6%.
Berglund Management Group 401K Plan-600$4,767,455$746,096$1,243iApproximate average salary by contribution assumption: employee only about $31,087 at 4% or $20,725 at 6%; with 50% employer match about $20,725 at 4% or $13,817 at 6%; with 100% employer match about $15,544 at 4% or $10,362 at 6%.
20021471$3,962,974$516,553$1,097iApproximate average salary by contribution assumption: employee only about $27,418 at 4% or $18,279 at 6%; with 50% employer match about $18,279 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,139 at 6%.
Berglund Management Group 401K Plan-471$3,962,974$516,553$1,097iApproximate average salary by contribution assumption: employee only about $27,418 at 4% or $18,279 at 6%; with 50% employer match about $18,279 at 4% or $12,186 at 6%; with 100% employer match about $13,709 at 4% or $9,139 at 6%.
20011584$0$0-
Berglund Management Group 401K Plan-584---
20001465$0$0-
Berglund Management Group 401K Plan-465---
19991284$4,610,886$496,920$1,750iApproximate average salary by contribution assumption: employee only about $43,743 at 4% or $29,162 at 6%; with 50% employer match about $29,162 at 4% or $19,441 at 6%; with 100% employer match about $21,871 at 4% or $14,581 at 6%.
Berglund Management Group 401K Plan-284$4,610,886$496,920$1,750iApproximate average salary by contribution assumption: employee only about $43,743 at 4% or $29,162 at 6%; with 50% employer match about $29,162 at 4% or $19,441 at 6%; with 100% employer match about $21,871 at 4% or $14,581 at 6%.