Civic Intelligence

JASON E BERGMAN, DDS, MS MONEY PURCHASE PENSION PLAN

Plan context: Jason E. Bergman, Dds, Ms Profit Sharing Plan

EIN 56-2040024 • 16 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$519,741

2008 Contributions

$79,913

Historical Graphs

Total Assets Over Time

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

$519,741$259,871$0199920042008YearValue
$519,741Latest year 2008

Participants Over Time

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

630199920032008YearValue
5Latest year 2008

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
200815$519,741$79,913$15,983iApproximate average salary by contribution assumption: employee only about $399,565 at 4% or $266,377 at 6%; with 50% employer match about $266,377 at 4% or $177,584 at 6%; with 100% employer match about $199,783 at 4% or $133,188 at 6%.
Jason E. Bergman, Dds, Ms Profit Sharing Plan-5$519,741$79,913$15,983iApproximate average salary by contribution assumption: employee only about $399,565 at 4% or $266,377 at 6%; with 50% employer match about $266,377 at 4% or $177,584 at 6%; with 100% employer match about $199,783 at 4% or $133,188 at 6%.
200716$0$0-
Jason E. Bergman, Dds, Ms Profit Sharing Plan-6---
200526$471,706$73,375$12,229iApproximate average salary by contribution assumption: employee only about $305,729 at 4% or $203,819 at 6%; with 50% employer match about $203,819 at 4% or $135,880 at 6%; with 100% employer match about $152,865 at 4% or $101,910 at 6%.
Jason E. Bergman, Dds, Ms Profit Sharing Plan-6$382,516$73,375$12,229iApproximate average salary by contribution assumption: employee only about $305,729 at 4% or $203,819 at 6%; with 50% employer match about $203,819 at 4% or $135,880 at 6%; with 100% employer match about $152,865 at 4% or $101,910 at 6%.
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-5$89,190--
200424$360,144$68,907$17,227iApproximate average salary by contribution assumption: employee only about $430,669 at 4% or $287,113 at 6%; with 50% employer match about $287,113 at 4% or $191,408 at 6%; with 100% employer match about $215,334 at 4% or $143,556 at 6%.
Jason E. Bergman, Dds, Ms Profit Sharing Plan-4$288,146$56,302$14,076iApproximate average salary by contribution assumption: employee only about $351,888 at 4% or $234,592 at 6%; with 50% employer match about $234,592 at 4% or $156,394 at 6%; with 100% employer match about $175,944 at 4% or $117,296 at 6%.
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-4$71,998$12,605$3,151iApproximate average salary by contribution assumption: employee only about $78,781 at 4% or $52,521 at 6%; with 50% employer match about $52,521 at 4% or $35,014 at 6%; with 100% employer match about $39,391 at 4% or $26,260 at 6%.
200325$257,637$67,785$13,557iApproximate average salary by contribution assumption: employee only about $338,925 at 4% or $225,950 at 6%; with 50% employer match about $225,950 at 4% or $150,633 at 6%; with 100% employer match about $169,463 at 4% or $112,975 at 6%.
Jason E. Bergman, Dds, Ms Profit Sharing Plan-5$205,127$55,075$11,015iApproximate average salary by contribution assumption: employee only about $275,375 at 4% or $183,583 at 6%; with 50% employer match about $183,583 at 4% or $122,389 at 6%; with 100% employer match about $137,688 at 4% or $91,792 at 6%.
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-5$52,510$12,710$2,542iApproximate average salary by contribution assumption: employee only about $63,550 at 4% or $42,367 at 6%; with 50% employer match about $42,367 at 4% or $28,244 at 6%; with 100% employer match about $31,775 at 4% or $21,183 at 6%.
200224$0$0-
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-4---
Jason E. Bergman, Dds, Ms Profit Sharing Plan-4---
200124$0$0-
Jason E. Bergman, Dds, Ms Profit Sharing Plan-4---
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-4---
200025$96,416$56,475$11,295iApproximate average salary by contribution assumption: employee only about $282,375 at 4% or $188,250 at 6%; with 50% employer match about $188,250 at 4% or $125,500 at 6%; with 100% employer match about $141,188 at 4% or $94,125 at 6%.
Jason E. Bergman, Dds, Ms Profit Sharing Plan-5$77,171$45,180$9,036iApproximate average salary by contribution assumption: employee only about $225,900 at 4% or $150,600 at 6%; with 50% employer match about $150,600 at 4% or $100,400 at 6%; with 100% employer match about $112,950 at 4% or $75,300 at 6%.
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-5$19,245$11,295$2,259iApproximate average salary by contribution assumption: employee only about $56,475 at 4% or $37,650 at 6%; with 50% employer match about $37,650 at 4% or $25,100 at 6%; with 100% employer match about $28,238 at 4% or $18,825 at 6%.
199925$49,203$49,203$9,841iApproximate average salary by contribution assumption: employee only about $246,015 at 4% or $164,010 at 6%; with 50% employer match about $164,010 at 4% or $109,340 at 6%; with 100% employer match about $123,008 at 4% or $82,005 at 6%.
Jason E. Bergman, Dds, Ms Profit Sharing Plan-5$39,362$39,362$7,872iApproximate average salary by contribution assumption: employee only about $196,810 at 4% or $131,207 at 6%; with 50% employer match about $131,207 at 4% or $87,471 at 6%; with 100% employer match about $98,405 at 4% or $65,603 at 6%.
Jason E Bergman, Dds, Ms Money Purchase Pension Plan-5$9,841$9,841$1,968iApproximate average salary by contribution assumption: employee only about $49,205 at 4% or $32,803 at 6%; with 50% employer match about $32,803 at 4% or $21,869 at 6%; with 100% employer match about $24,603 at 4% or $16,402 at 6%.