Berg, Ettleman & Berg, P.A.
Plan context: Berg, Ettleman & Berg Retirement Trust
EIN 59-1360556 • Miami, FL • 26 filings • 13 plans
Current Snapshot
Latest Year
2020
2020 Participants
4
2020 Assets
$1,517,960
2020 Contributions
$67,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 0 | $0 | $0 | - |
| 2019 | 1 | 4 | $1,517,960 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $1,517,960 | $0 | - |
| 2018 | 1 | 4 | $1,190,875 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $1,190,875 | $0 | - |
| 2017 | 1 | 4 | $1,188,265 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $1,188,265 | $0 | - |
| 2016 | 1 | 4 | $1,038,897 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $1,038,897 | $0 | - |
| 2015 | 1 | 4 | $891,808 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $891,808 | $0 | - |
| 2014 | 1 | 4 | $882,246 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $882,246 | $0 | - |
| 2013 | 1 | 4 | $770,151 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $770,151 | - | - |
| 2012 | 1 | 5 | $598,766 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $598,766 | - | - |
| 2011 | 1 | 5 | $599,169 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $599,169 | - | - |
| 2010 | 1 | 5 | $555,151 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $555,151 | - | - |
| 2009 | 1 | 5 | $634,865 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $634,865 | - | - |
| 2008 | 1 | 5 | $692,125 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $692,125 | $67,000 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | - | - | - |
| 2006 | 1 | 5 | $738,910 | $97,000 | $19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%. |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $738,910 | $97,000 | $19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%. |
| 2005 | 1 | 5 | $628,998 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $628,998 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2004 | 1 | 5 | $508,382 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Berg, Ettleman & Berg Retirement Trust | - | 5 | $508,382 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2003 | 2 | 4 | $473,756 | $0 | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | $473,756 | - | - |
| B.E.B Retirement Trust | - | 0 | - | - | - |
| 2002 | 2 | 4 | $0 | $0 | - |
| B.E.B Retirement Trust | - | 4 | - | - | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| B.E.B Retirement Trust | - | 4 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| B.E.B Retirement Trust | - | 4 | - | - | - |
| Berg, Ettleman & Berg Retirement Trust | - | 4 | - | - | - |
| 1999 | 2 | 3 | $753,661 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Berg, Ettleman & Berg Retirement Trust | - | 3 | $716,748 | $18,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| B.E.B Retirement Trust | - | 3 | $36,913 | $12,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |