Civic Intelligence

Ian-Conrad Bergan LLC

Plan context: Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust

EIN 59-2020151 • Pensacola, FL • 12 filings • 2 plans

1001 East Belmont StPensacola, FL 32501
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$1,020,599

2024 Contributions

$273,956

Historical Graphs

Total Assets Over Time

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

$1,020,599$510,300$0201320192024YearValue
$1,020,599Latest year 2024

Participants Over Time

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

27140201320192024YearValue
24Latest 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
2024124$1,020,599$273,956$11,415iApproximate average salary by contribution assumption: employee only about $285,371 at 4% or $190,247 at 6%; with 50% employer match about $190,247 at 4% or $126,831 at 6%; with 100% employer match about $142,685 at 4% or $95,124 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-24$1,020,599$273,956$11,415iApproximate average salary by contribution assumption: employee only about $285,371 at 4% or $190,247 at 6%; with 50% employer match about $190,247 at 4% or $126,831 at 6%; with 100% employer match about $142,685 at 4% or $95,124 at 6%.
2023124$832,426$251,968$10,499iApproximate average salary by contribution assumption: employee only about $262,467 at 4% or $174,978 at 6%; with 50% employer match about $174,978 at 4% or $116,652 at 6%; with 100% employer match about $131,233 at 4% or $87,489 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-24$832,426$251,968$10,499iApproximate average salary by contribution assumption: employee only about $262,467 at 4% or $174,978 at 6%; with 50% employer match about $174,978 at 4% or $116,652 at 6%; with 100% employer match about $131,233 at 4% or $87,489 at 6%.
2022126$646,127$243,619$9,370iApproximate average salary by contribution assumption: employee only about $234,249 at 4% or $156,166 at 6%; with 50% employer match about $156,166 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-26$646,127$243,619$9,370iApproximate average salary by contribution assumption: employee only about $234,249 at 4% or $156,166 at 6%; with 50% employer match about $156,166 at 4% or $104,111 at 6%; with 100% employer match about $117,125 at 4% or $78,083 at 6%.
2021123$528,058$105,338$4,580iApproximate average salary by contribution assumption: employee only about $114,498 at 4% or $76,332 at 6%; with 50% employer match about $76,332 at 4% or $50,888 at 6%; with 100% employer match about $57,249 at 4% or $38,166 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-23$528,058$105,338$4,580iApproximate average salary by contribution assumption: employee only about $114,498 at 4% or $76,332 at 6%; with 50% employer match about $76,332 at 4% or $50,888 at 6%; with 100% employer match about $57,249 at 4% or $38,166 at 6%.
2020118$372,404$97,962$5,442iApproximate average salary by contribution assumption: employee only about $136,058 at 4% or $90,706 at 6%; with 50% employer match about $90,706 at 4% or $60,470 at 6%; with 100% employer match about $68,029 at 4% or $45,353 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-18$372,404$97,962$5,442iApproximate average salary by contribution assumption: employee only about $136,058 at 4% or $90,706 at 6%; with 50% employer match about $90,706 at 4% or $60,470 at 6%; with 100% employer match about $68,029 at 4% or $45,353 at 6%.
2019118$882,813$81,357$4,520iApproximate average salary by contribution assumption: employee only about $112,996 at 4% or $75,331 at 6%; with 50% employer match about $75,331 at 4% or $50,220 at 6%; with 100% employer match about $56,498 at 4% or $37,665 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-18$882,813$81,357$4,520iApproximate average salary by contribution assumption: employee only about $112,996 at 4% or $75,331 at 6%; with 50% employer match about $75,331 at 4% or $50,220 at 6%; with 100% employer match about $56,498 at 4% or $37,665 at 6%.
2018117$718,689$86,245$5,073iApproximate average salary by contribution assumption: employee only about $126,831 at 4% or $84,554 at 6%; with 50% employer match about $84,554 at 4% or $56,369 at 6%; with 100% employer match about $63,415 at 4% or $42,277 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-17$718,689$86,245$5,073iApproximate average salary by contribution assumption: employee only about $126,831 at 4% or $84,554 at 6%; with 50% employer match about $84,554 at 4% or $56,369 at 6%; with 100% employer match about $63,415 at 4% or $42,277 at 6%.
2017119$722,752$123,218$6,485iApproximate average salary by contribution assumption: employee only about $162,129 at 4% or $108,086 at 6%; with 50% employer match about $108,086 at 4% or $72,057 at 6%; with 100% employer match about $81,064 at 4% or $54,043 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-19$722,752$123,218$6,485iApproximate average salary by contribution assumption: employee only about $162,129 at 4% or $108,086 at 6%; with 50% employer match about $108,086 at 4% or $72,057 at 6%; with 100% employer match about $81,064 at 4% or $54,043 at 6%.
2016124$570,045$108,621$4,526iApproximate average salary by contribution assumption: employee only about $113,147 at 4% or $75,431 at 6%; with 50% employer match about $75,431 at 4% or $50,288 at 6%; with 100% employer match about $56,573 at 4% or $37,716 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-24$570,045$108,621$4,526iApproximate average salary by contribution assumption: employee only about $113,147 at 4% or $75,431 at 6%; with 50% employer match about $75,431 at 4% or $50,288 at 6%; with 100% employer match about $56,573 at 4% or $37,716 at 6%.
2015124$449,005$230,495$9,604iApproximate average salary by contribution assumption: employee only about $240,099 at 4% or $160,066 at 6%; with 50% employer match about $160,066 at 4% or $106,711 at 6%; with 100% employer match about $120,049 at 4% or $80,033 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-24$449,005$230,495$9,604iApproximate average salary by contribution assumption: employee only about $240,099 at 4% or $160,066 at 6%; with 50% employer match about $160,066 at 4% or $106,711 at 6%; with 100% employer match about $120,049 at 4% or $80,033 at 6%.
2014127$262,547$201,841$7,476iApproximate average salary by contribution assumption: employee only about $186,890 at 4% or $124,593 at 6%; with 50% employer match about $124,593 at 4% or $83,062 at 6%; with 100% employer match about $93,445 at 4% or $62,297 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-27$262,547$201,841$7,476iApproximate average salary by contribution assumption: employee only about $186,890 at 4% or $124,593 at 6%; with 50% employer match about $124,593 at 4% or $83,062 at 6%; with 100% employer match about $93,445 at 4% or $62,297 at 6%.
2013118$66,411$63,428$3,524iApproximate average salary by contribution assumption: employee only about $88,094 at 4% or $58,730 at 6%; with 50% employer match about $58,730 at 4% or $39,153 at 6%; with 100% employer match about $44,047 at 4% or $29,365 at 6%.
Ian-Conrad Bergan LLC 401 K Profit Sharing Plan Trust-18$66,411$63,428$3,524iApproximate average salary by contribution assumption: employee only about $88,094 at 4% or $58,730 at 6%; with 50% employer match about $58,730 at 4% or $39,153 at 6%; with 100% employer match about $44,047 at 4% or $29,365 at 6%.