Civic Intelligence

David H. Berg & Associates PC.

Plan context: David H. Berg & Associates PC. 401K Plan

EIN 74-2001905 • Houston, TX • 24 filings • 2 plans

3704 TravisHouston, TX 77002
Current Snapshot

Latest Year

2023

2023 Participants

27

2023 Assets

$1,589,261

2023 Contributions

$584,273

Historical Graphs

Total Assets Over Time

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

$4,225,300$2,112,650$0199920132022YearValue
$1,589,261Latest year 2022

Participants Over Time

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

28140199920112022YearValue
27Latest year 2022

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
202310$0$0-
David H. Berg & Associates PC. 401K Plan-0$0$0-
2022127$1,589,261$584,273$21,640iApproximate average salary by contribution assumption: employee only about $540,994 at 4% or $360,662 at 6%; with 50% employer match about $360,662 at 4% or $240,442 at 6%; with 100% employer match about $270,497 at 4% or $180,331 at 6%.
David H. Berg & Associates PC. 401K Plan-27$1,589,261$584,273$21,640iApproximate average salary by contribution assumption: employee only about $540,994 at 4% or $360,662 at 6%; with 50% employer match about $360,662 at 4% or $240,442 at 6%; with 100% employer match about $270,497 at 4% or $180,331 at 6%.
2021128$2,079,538$197,529$7,055iApproximate average salary by contribution assumption: employee only about $176,365 at 4% or $117,577 at 6%; with 50% employer match about $117,577 at 4% or $78,385 at 6%; with 100% employer match about $88,183 at 4% or $58,788 at 6%.
David H. Berg & Associates PC. 401K Plan-28$2,079,538$197,529$7,055iApproximate average salary by contribution assumption: employee only about $176,365 at 4% or $117,577 at 6%; with 50% employer match about $117,577 at 4% or $78,385 at 6%; with 100% employer match about $88,183 at 4% or $58,788 at 6%.
2020125$1,697,246$163,345$6,534iApproximate average salary by contribution assumption: employee only about $163,345 at 4% or $108,897 at 6%; with 50% employer match about $108,897 at 4% or $72,598 at 6%; with 100% employer match about $81,673 at 4% or $54,448 at 6%.
David H. Berg & Associates PC. 401K Plan-25$1,697,246$163,345$6,534iApproximate average salary by contribution assumption: employee only about $163,345 at 4% or $108,897 at 6%; with 50% employer match about $108,897 at 4% or $72,598 at 6%; with 100% employer match about $81,673 at 4% or $54,448 at 6%.
2019123$3,326,904$173,523$7,544iApproximate average salary by contribution assumption: employee only about $188,612 at 4% or $125,741 at 6%; with 50% employer match about $125,741 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
David H. Berg & Associates PC. 401K Plan-23$3,326,904$173,523$7,544iApproximate average salary by contribution assumption: employee only about $188,612 at 4% or $125,741 at 6%; with 50% employer match about $125,741 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
2018123$2,664,655$135,462$5,890iApproximate average salary by contribution assumption: employee only about $147,241 at 4% or $98,161 at 6%; with 50% employer match about $98,161 at 4% or $65,441 at 6%; with 100% employer match about $73,621 at 4% or $49,080 at 6%.
David H. Berg & Associates PC. 401K Plan-23$2,664,655$135,462$5,890iApproximate average salary by contribution assumption: employee only about $147,241 at 4% or $98,161 at 6%; with 50% employer match about $98,161 at 4% or $65,441 at 6%; with 100% employer match about $73,621 at 4% or $49,080 at 6%.
2017126$2,777,486$247,580$9,522iApproximate average salary by contribution assumption: employee only about $238,058 at 4% or $158,705 at 6%; with 50% employer match about $158,705 at 4% or $105,803 at 6%; with 100% employer match about $119,029 at 4% or $79,353 at 6%.
David H. Berg & Associates PC. 401K Plan-26$2,777,486$247,580$9,522iApproximate average salary by contribution assumption: employee only about $238,058 at 4% or $158,705 at 6%; with 50% employer match about $158,705 at 4% or $105,803 at 6%; with 100% employer match about $119,029 at 4% or $79,353 at 6%.
2016120$4,103,178$111,669$5,583iApproximate average salary by contribution assumption: employee only about $139,586 at 4% or $93,058 at 6%; with 50% employer match about $93,058 at 4% or $62,038 at 6%; with 100% employer match about $69,793 at 4% or $46,529 at 6%.
David H. Berg & Associates PC. 401K Plan-20$4,103,178$111,669$5,583iApproximate average salary by contribution assumption: employee only about $139,586 at 4% or $93,058 at 6%; with 50% employer match about $93,058 at 4% or $62,038 at 6%; with 100% employer match about $69,793 at 4% or $46,529 at 6%.
2015118$3,872,661$75,163$4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,197 at 4% or $34,798 at 6%.
David H. Berg & Associates PC. 401K Plan-18$3,872,661$75,163$4,176iApproximate average salary by contribution assumption: employee only about $104,393 at 4% or $69,595 at 6%; with 50% employer match about $69,595 at 4% or $46,397 at 6%; with 100% employer match about $52,197 at 4% or $34,798 at 6%.
2014122$4,225,300$168,255$7,648iApproximate average salary by contribution assumption: employee only about $191,199 at 4% or $127,466 at 6%; with 50% employer match about $127,466 at 4% or $84,977 at 6%; with 100% employer match about $95,599 at 4% or $63,733 at 6%.
David H. Berg & Associates PC. 401K Plan-22$4,225,300$168,255$7,648iApproximate average salary by contribution assumption: employee only about $191,199 at 4% or $127,466 at 6%; with 50% employer match about $127,466 at 4% or $84,977 at 6%; with 100% employer match about $95,599 at 4% or $63,733 at 6%.
2013123$3,852,173$89,081$3,873iApproximate average salary by contribution assumption: employee only about $96,827 at 4% or $64,551 at 6%; with 50% employer match about $64,551 at 4% or $43,034 at 6%; with 100% employer match about $48,414 at 4% or $32,276 at 6%.
David H. Berg & Associates PC. 401K Plan-23$3,852,173$89,081$3,873iApproximate average salary by contribution assumption: employee only about $96,827 at 4% or $64,551 at 6%; with 50% employer match about $64,551 at 4% or $43,034 at 6%; with 100% employer match about $48,414 at 4% or $32,276 at 6%.
2012122$3,166,155$170,776$7,763iApproximate average salary by contribution assumption: employee only about $194,064 at 4% or $129,376 at 6%; with 50% employer match about $129,376 at 4% or $86,251 at 6%; with 100% employer match about $97,032 at 4% or $64,688 at 6%.
David H. Berg & Associates PC. 401K Plan-22$3,166,155$170,776$7,763iApproximate average salary by contribution assumption: employee only about $194,064 at 4% or $129,376 at 6%; with 50% employer match about $129,376 at 4% or $86,251 at 6%; with 100% employer match about $97,032 at 4% or $64,688 at 6%.
2011123$2,839,500$114,143$4,963iApproximate average salary by contribution assumption: employee only about $124,068 at 4% or $82,712 at 6%; with 50% employer match about $82,712 at 4% or $55,142 at 6%; with 100% employer match about $62,034 at 4% or $41,356 at 6%.
David H. Berg & Associates PC. 401K Plan-23$2,839,500$114,143$4,963iApproximate average salary by contribution assumption: employee only about $124,068 at 4% or $82,712 at 6%; with 50% employer match about $82,712 at 4% or $55,142 at 6%; with 100% employer match about $62,034 at 4% or $41,356 at 6%.
2010120$2,872,558$157,556$7,878iApproximate average salary by contribution assumption: employee only about $196,945 at 4% or $131,297 at 6%; with 50% employer match about $131,297 at 4% or $87,531 at 6%; with 100% employer match about $98,473 at 4% or $65,648 at 6%.
David H. Berg & Associates PC. 401K Plan-20$2,872,558$157,556$7,878iApproximate average salary by contribution assumption: employee only about $196,945 at 4% or $131,297 at 6%; with 50% employer match about $131,297 at 4% or $87,531 at 6%; with 100% employer match about $98,473 at 4% or $65,648 at 6%.
2009120$2,342,395$146,735$7,337iApproximate average salary by contribution assumption: employee only about $183,419 at 4% or $122,279 at 6%; with 50% employer match about $122,279 at 4% or $81,519 at 6%; with 100% employer match about $91,709 at 4% or $61,140 at 6%.
David H. Berg & Associates PC. 401K Plan-20$2,342,395$146,735$7,337iApproximate average salary by contribution assumption: employee only about $183,419 at 4% or $122,279 at 6%; with 50% employer match about $122,279 at 4% or $81,519 at 6%; with 100% employer match about $91,709 at 4% or $61,140 at 6%.
2007113$0$0-
David H. Berg & Associates PC. 401K Plan-13---
200619$2,313,259$26,004$2,889iApproximate average salary by contribution assumption: employee only about $72,233 at 4% or $48,156 at 6%; with 50% employer match about $48,156 at 4% or $32,104 at 6%; with 100% employer match about $36,117 at 4% or $24,078 at 6%.
David H. Berg & Associates PC. 401K Plan-9$2,313,259$26,004$2,889iApproximate average salary by contribution assumption: employee only about $72,233 at 4% or $48,156 at 6%; with 50% employer match about $48,156 at 4% or $32,104 at 6%; with 100% employer match about $36,117 at 4% or $24,078 at 6%.
200519$2,020,535$8,503$945iApproximate average salary by contribution assumption: employee only about $23,619 at 4% or $15,746 at 6%; with 50% employer match about $15,746 at 4% or $10,498 at 6%; with 100% employer match about $11,810 at 4% or $7,873 at 6%.
David H. Berg & Associates PC. 401K Plan-9$2,020,535$8,503$945iApproximate average salary by contribution assumption: employee only about $23,619 at 4% or $15,746 at 6%; with 50% employer match about $15,746 at 4% or $10,498 at 6%; with 100% employer match about $11,810 at 4% or $7,873 at 6%.
200419$1,889,009$88,598$9,844iApproximate average salary by contribution assumption: employee only about $246,106 at 4% or $164,070 at 6%; with 50% employer match about $164,070 at 4% or $109,380 at 6%; with 100% employer match about $123,053 at 4% or $82,035 at 6%.
David H. Berg & Associates PC. 401K Plan-9$1,889,009$88,598$9,844iApproximate average salary by contribution assumption: employee only about $246,106 at 4% or $164,070 at 6%; with 50% employer match about $164,070 at 4% or $109,380 at 6%; with 100% employer match about $123,053 at 4% or $82,035 at 6%.
200317$0$0-
David H. Berg & Associates PC. 401K Plan-7---
200217$0$0-
David H. Berg & Associates PC. 401K Plan-7---
200117$1,753,153$80,016$11,431iApproximate average salary by contribution assumption: employee only about $285,771 at 4% or $190,514 at 6%; with 50% employer match about $190,514 at 4% or $127,010 at 6%; with 100% employer match about $142,886 at 4% or $95,257 at 6%.
David H. Berg & Associates PC. 401K Plan-7$1,753,153$80,016$11,431iApproximate average salary by contribution assumption: employee only about $285,771 at 4% or $190,514 at 6%; with 50% employer match about $190,514 at 4% or $127,010 at 6%; with 100% employer match about $142,886 at 4% or $95,257 at 6%.
200016$1,939,343$112,805$18,801iApproximate average salary by contribution assumption: employee only about $470,021 at 4% or $313,347 at 6%; with 50% employer match about $313,347 at 4% or $208,898 at 6%; with 100% employer match about $235,010 at 4% or $156,674 at 6%.
David H. Berg & Associates PC. 401K Plan-6$1,939,343$112,805$18,801iApproximate average salary by contribution assumption: employee only about $470,021 at 4% or $313,347 at 6%; with 50% employer match about $313,347 at 4% or $208,898 at 6%; with 100% employer match about $235,010 at 4% or $156,674 at 6%.
199916$2,338,516$103,825$17,304iApproximate average salary by contribution assumption: employee only about $432,604 at 4% or $288,403 at 6%; with 50% employer match about $288,403 at 4% or $192,269 at 6%; with 100% employer match about $216,302 at 4% or $144,201 at 6%.
David H. Berg & Associates PC. 401K Plan-6$2,338,516$103,825$17,304iApproximate average salary by contribution assumption: employee only about $432,604 at 4% or $288,403 at 6%; with 50% employer match about $288,403 at 4% or $192,269 at 6%; with 100% employer match about $216,302 at 4% or $144,201 at 6%.