Bergquist, Wood, Mcintosh & Seto LLP
Plan context: Bergquist, Wood, Mcintosh & Seto LLP 401K Plan
EIN 68-0233863 • Walnut Creek, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
7
2017 Assets
$979,037
2017 Contributions
$246,582
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 7 | $979,037 | $246,582 | $35,226iApproximate average salary by contribution assumption: employee only about $880,650 at 4% or $587,100 at 6%; with 50% employer match about $587,100 at 4% or $391,400 at 6%; with 100% employer match about $440,325 at 4% or $293,550 at 6%. |
| Bergquist, Wood, Mcintosh & Seto LLP 401K Plan | - | 7 | $979,037 | $246,582 | $35,226iApproximate average salary by contribution assumption: employee only about $880,650 at 4% or $587,100 at 6%; with 50% employer match about $587,100 at 4% or $391,400 at 6%; with 100% employer match about $440,325 at 4% or $293,550 at 6%. |
| 2016 | 1 | 6 | $640,259 | $161,087 | $26,848iApproximate average salary by contribution assumption: employee only about $671,196 at 4% or $447,464 at 6%; with 50% employer match about $447,464 at 4% or $298,309 at 6%; with 100% employer match about $335,598 at 4% or $223,732 at 6%. |
| Bergquist, Wood, Mcintosh & Seto LLP 401K Plan | - | 6 | $640,259 | $161,087 | $26,848iApproximate average salary by contribution assumption: employee only about $671,196 at 4% or $447,464 at 6%; with 50% employer match about $447,464 at 4% or $298,309 at 6%; with 100% employer match about $335,598 at 4% or $223,732 at 6%. |
| 2015 | 1 | 7 | $453,870 | $280,501 | $40,072iApproximate average salary by contribution assumption: employee only about $1,001,789 at 4% or $667,860 at 6%; with 50% employer match about $667,860 at 4% or $445,240 at 6%; with 100% employer match about $500,895 at 4% or $333,930 at 6%. |
| Bergquist, Wood, Mcintosh & Seto LLP 401K Plan | - | 7 | $453,870 | $280,501 | $40,072iApproximate average salary by contribution assumption: employee only about $1,001,789 at 4% or $667,860 at 6%; with 50% employer match about $667,860 at 4% or $445,240 at 6%; with 100% employer match about $500,895 at 4% or $333,930 at 6%. |
| 2014 | 1 | 7 | $178,584 | $178,584 | $25,512iApproximate average salary by contribution assumption: employee only about $637,800 at 4% or $425,200 at 6%; with 50% employer match about $425,200 at 4% or $283,467 at 6%; with 100% employer match about $318,900 at 4% or $212,600 at 6%. |
| Bergquist, Wood, Mcintosh & Seto LLP 401K Plan | - | 7 | $178,584 | $178,584 | $25,512iApproximate average salary by contribution assumption: employee only about $637,800 at 4% or $425,200 at 6%; with 50% employer match about $425,200 at 4% or $283,467 at 6%; with 100% employer match about $318,900 at 4% or $212,600 at 6%. |