Civic Intelligence

Berger & Oneal Insurance Group LLC

Plan context: Berger & O'Neal Insurance Group LLC Retirement Plan

EIN 58-2617485 • Alpharetta, GA • 20 filings • 5 plans

10425 Old Alabama Connector RdAlpharetta, GA 30022-1120
Current Snapshot

Latest Year

2019

2019 Participants

10

2019 Assets

$871,979

2019 Contributions

$40,583

Historical Graphs

Total Assets Over Time

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

$1,121,206$560,603$0200220112018YearValue
$871,979Latest year 2018

Participants Over Time

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

1260200220102018YearValue
10Latest year 2018

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
201910$0$40,583-
Berger & O'Neal Insurance Group LLC Retirement Plan-0$0$40,583-
2018110$871,979$66,241$6,624iApproximate average salary by contribution assumption: employee only about $165,603 at 4% or $110,402 at 6%; with 50% employer match about $110,402 at 4% or $73,601 at 6%; with 100% employer match about $82,801 at 4% or $55,201 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-10$871,979$66,241$6,624iApproximate average salary by contribution assumption: employee only about $165,603 at 4% or $110,402 at 6%; with 50% employer match about $110,402 at 4% or $73,601 at 6%; with 100% employer match about $82,801 at 4% or $55,201 at 6%.
2017112$1,121,206$73,021$6,085iApproximate average salary by contribution assumption: employee only about $152,127 at 4% or $101,418 at 6%; with 50% employer match about $101,418 at 4% or $67,612 at 6%; with 100% employer match about $76,064 at 4% or $50,709 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-12$1,121,206$73,021$6,085iApproximate average salary by contribution assumption: employee only about $152,127 at 4% or $101,418 at 6%; with 50% employer match about $101,418 at 4% or $67,612 at 6%; with 100% employer match about $76,064 at 4% or $50,709 at 6%.
2016111$938,555$56,953$5,178iApproximate average salary by contribution assumption: employee only about $129,439 at 4% or $86,292 at 6%; with 50% employer match about $86,292 at 4% or $57,528 at 6%; with 100% employer match about $64,719 at 4% or $43,146 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-11$938,555$56,953$5,178iApproximate average salary by contribution assumption: employee only about $129,439 at 4% or $86,292 at 6%; with 50% employer match about $86,292 at 4% or $57,528 at 6%; with 100% employer match about $64,719 at 4% or $43,146 at 6%.
2015110$887,313$53,099$5,310iApproximate average salary by contribution assumption: employee only about $132,748 at 4% or $88,498 at 6%; with 50% employer match about $88,498 at 4% or $58,999 at 6%; with 100% employer match about $66,374 at 4% or $44,249 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-10$887,313$53,099$5,310iApproximate average salary by contribution assumption: employee only about $132,748 at 4% or $88,498 at 6%; with 50% employer match about $88,498 at 4% or $58,999 at 6%; with 100% employer match about $66,374 at 4% or $44,249 at 6%.
201419$843,919$67,700$7,522iApproximate average salary by contribution assumption: employee only about $188,056 at 4% or $125,370 at 6%; with 50% employer match about $125,370 at 4% or $83,580 at 6%; with 100% employer match about $94,028 at 4% or $62,685 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-9$843,919$67,700$7,522iApproximate average salary by contribution assumption: employee only about $188,056 at 4% or $125,370 at 6%; with 50% employer match about $125,370 at 4% or $83,580 at 6%; with 100% employer match about $94,028 at 4% or $62,685 at 6%.
201318$735,275$69,976$8,747iApproximate average salary by contribution assumption: employee only about $218,675 at 4% or $145,783 at 6%; with 50% employer match about $145,783 at 4% or $97,189 at 6%; with 100% employer match about $109,338 at 4% or $72,892 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-8$735,275$69,976$8,747iApproximate average salary by contribution assumption: employee only about $218,675 at 4% or $145,783 at 6%; with 50% employer match about $145,783 at 4% or $97,189 at 6%; with 100% employer match about $109,338 at 4% or $72,892 at 6%.
201218$578,021$62,331$7,791iApproximate average salary by contribution assumption: employee only about $194,784 at 4% or $129,856 at 6%; with 50% employer match about $129,856 at 4% or $86,571 at 6%; with 100% employer match about $97,392 at 4% or $64,928 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-8$578,021$62,331$7,791iApproximate average salary by contribution assumption: employee only about $194,784 at 4% or $129,856 at 6%; with 50% employer match about $129,856 at 4% or $86,571 at 6%; with 100% employer match about $97,392 at 4% or $64,928 at 6%.
201119$469,948$48,375$5,375iApproximate average salary by contribution assumption: employee only about $134,375 at 4% or $89,583 at 6%; with 50% employer match about $89,583 at 4% or $59,722 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-9$469,948$48,375$5,375iApproximate average salary by contribution assumption: employee only about $134,375 at 4% or $89,583 at 6%; with 50% employer match about $89,583 at 4% or $59,722 at 6%; with 100% employer match about $67,188 at 4% or $44,792 at 6%.
201019$489,559$58,624$6,514iApproximate average salary by contribution assumption: employee only about $162,844 at 4% or $108,563 at 6%; with 50% employer match about $108,563 at 4% or $72,375 at 6%; with 100% employer match about $81,422 at 4% or $54,281 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-9$489,559$58,624$6,514iApproximate average salary by contribution assumption: employee only about $162,844 at 4% or $108,563 at 6%; with 50% employer match about $108,563 at 4% or $72,375 at 6%; with 100% employer match about $81,422 at 4% or $54,281 at 6%.
2009111$400,262$48,405$4,400iApproximate average salary by contribution assumption: employee only about $110,011 at 4% or $73,341 at 6%; with 50% employer match about $73,341 at 4% or $48,894 at 6%; with 100% employer match about $55,006 at 4% or $36,670 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-11$400,262$48,405$4,400iApproximate average salary by contribution assumption: employee only about $110,011 at 4% or $73,341 at 6%; with 50% employer match about $73,341 at 4% or $48,894 at 6%; with 100% employer match about $55,006 at 4% or $36,670 at 6%.
2008110$295,559$52,978$5,298iApproximate average salary by contribution assumption: employee only about $132,445 at 4% or $88,297 at 6%; with 50% employer match about $88,297 at 4% or $58,864 at 6%; with 100% employer match about $66,223 at 4% or $44,148 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-10$295,559$52,978$5,298iApproximate average salary by contribution assumption: employee only about $132,445 at 4% or $88,297 at 6%; with 50% employer match about $88,297 at 4% or $58,864 at 6%; with 100% employer match about $66,223 at 4% or $44,148 at 6%.
2007110$0$0-
Berger & O'Neal Insurance Group LLC Retirement Plan-10---
200618$257,867$34,608$4,326iApproximate average salary by contribution assumption: employee only about $108,150 at 4% or $72,100 at 6%; with 50% employer match about $72,100 at 4% or $48,067 at 6%; with 100% employer match about $54,075 at 4% or $36,050 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-8$257,867$34,608$4,326iApproximate average salary by contribution assumption: employee only about $108,150 at 4% or $72,100 at 6%; with 50% employer match about $72,100 at 4% or $48,067 at 6%; with 100% employer match about $54,075 at 4% or $36,050 at 6%.
2005110$209,831$21,123$2,112iApproximate average salary by contribution assumption: employee only about $52,808 at 4% or $35,205 at 6%; with 50% employer match about $35,205 at 4% or $23,470 at 6%; with 100% employer match about $26,404 at 4% or $17,603 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-10$209,831$21,123$2,112iApproximate average salary by contribution assumption: employee only about $52,808 at 4% or $35,205 at 6%; with 50% employer match about $35,205 at 4% or $23,470 at 6%; with 100% employer match about $26,404 at 4% or $17,603 at 6%.
2004110$191,772$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-10$191,772$20,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
200329$152,598$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
Berger & O'Neal Insurance Group LLC Retirement Plan-9$152,598$20,000$2,222iApproximate average salary by contribution assumption: employee only about $55,556 at 4% or $37,037 at 6%; with 50% employer match about $37,037 at 4% or $24,691 at 6%; with 100% employer match about $27,778 at 4% or $18,519 at 6%.
BERGER & ONEAL INSURANCE GROUP, LLC PROFIT SHARING PLAN-0---
200227$108,436$22,000$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
BERGER & ONEAL INSURANCE GROUP, LLC PROFIT SHARING PLAN-5$86,436--
Berger & O'Neal Insurance Group LLC Retirement Plan-7$22,000$22,000$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.