Civic Intelligence

Joan L. Bergstrom, M.D., P.A.

Plan context: Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan

EIN 75-2158687 • Arlington, TX • 20 filings • 3 plans

1001 N. Waldrop Dr., Suite 505Arlington, TX 76012
Current Snapshot

Latest Year

2020

2020 Participants

12

2020 Assets

$268,101

2020 Contributions

$15,744

Historical Graphs

Total Assets Over Time

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

$1,677,398$838,699$0199920122020YearValue
$268,101Latest year 2020

Participants Over Time

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

30150199920112020YearValue
12Latest year 2020

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
2020112$268,101$15,744$1,312iApproximate average salary by contribution assumption: employee only about $32,800 at 4% or $21,867 at 6%; with 50% employer match about $21,867 at 4% or $14,578 at 6%; with 100% employer match about $16,400 at 4% or $10,933 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-12$268,101$15,744$1,312iApproximate average salary by contribution assumption: employee only about $32,800 at 4% or $21,867 at 6%; with 50% employer match about $21,867 at 4% or $14,578 at 6%; with 100% employer match about $16,400 at 4% or $10,933 at 6%.
2019112$214,414$20,776$1,731iApproximate average salary by contribution assumption: employee only about $43,283 at 4% or $28,856 at 6%; with 50% employer match about $28,856 at 4% or $19,237 at 6%; with 100% employer match about $21,642 at 4% or $14,428 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-12$214,414$20,776$1,731iApproximate average salary by contribution assumption: employee only about $43,283 at 4% or $28,856 at 6%; with 50% employer match about $28,856 at 4% or $19,237 at 6%; with 100% employer match about $21,642 at 4% or $14,428 at 6%.
2018114$185,905$28,001$2,000iApproximate average salary by contribution assumption: employee only about $50,002 at 4% or $33,335 at 6%; with 50% employer match about $33,335 at 4% or $22,223 at 6%; with 100% employer match about $25,001 at 4% or $16,667 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-14$185,905$28,001$2,000iApproximate average salary by contribution assumption: employee only about $50,002 at 4% or $33,335 at 6%; with 50% employer match about $33,335 at 4% or $22,223 at 6%; with 100% employer match about $25,001 at 4% or $16,667 at 6%.
2017114$198,722$24,301$1,736iApproximate average salary by contribution assumption: employee only about $43,395 at 4% or $28,930 at 6%; with 50% employer match about $28,930 at 4% or $19,287 at 6%; with 100% employer match about $21,697 at 4% or $14,465 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-14$198,722$24,301$1,736iApproximate average salary by contribution assumption: employee only about $43,395 at 4% or $28,930 at 6%; with 50% employer match about $28,930 at 4% or $19,287 at 6%; with 100% employer match about $21,697 at 4% or $14,465 at 6%.
2016120$424,788$75,561$3,778iApproximate average salary by contribution assumption: employee only about $94,451 at 4% or $62,968 at 6%; with 50% employer match about $62,968 at 4% or $41,978 at 6%; with 100% employer match about $47,226 at 4% or $31,484 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-20$424,788$75,561$3,778iApproximate average salary by contribution assumption: employee only about $94,451 at 4% or $62,968 at 6%; with 50% employer match about $62,968 at 4% or $41,978 at 6%; with 100% employer match about $47,226 at 4% or $31,484 at 6%.
2015126$1,677,398$116,336$4,474iApproximate average salary by contribution assumption: employee only about $111,862 at 4% or $74,574 at 6%; with 50% employer match about $74,574 at 4% or $49,716 at 6%; with 100% employer match about $55,931 at 4% or $37,287 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-26$1,677,398$116,336$4,474iApproximate average salary by contribution assumption: employee only about $111,862 at 4% or $74,574 at 6%; with 50% employer match about $74,574 at 4% or $49,716 at 6%; with 100% employer match about $55,931 at 4% or $37,287 at 6%.
2014125$1,600,435$108,373$4,335iApproximate average salary by contribution assumption: employee only about $108,373 at 4% or $72,249 at 6%; with 50% employer match about $72,249 at 4% or $48,166 at 6%; with 100% employer match about $54,187 at 4% or $36,124 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-25$1,600,435$108,373$4,335iApproximate average salary by contribution assumption: employee only about $108,373 at 4% or $72,249 at 6%; with 50% employer match about $72,249 at 4% or $48,166 at 6%; with 100% employer match about $54,187 at 4% or $36,124 at 6%.
2013125$1,426,799$81,496$3,260iApproximate average salary by contribution assumption: employee only about $81,496 at 4% or $54,331 at 6%; with 50% employer match about $54,331 at 4% or $36,220 at 6%; with 100% employer match about $40,748 at 4% or $27,165 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-25$1,426,799$81,496$3,260iApproximate average salary by contribution assumption: employee only about $81,496 at 4% or $54,331 at 6%; with 50% employer match about $54,331 at 4% or $36,220 at 6%; with 100% employer match about $40,748 at 4% or $27,165 at 6%.
2012118$1,107,657$43,593$2,422iApproximate average salary by contribution assumption: employee only about $60,546 at 4% or $40,364 at 6%; with 50% employer match about $40,364 at 4% or $26,909 at 6%; with 100% employer match about $30,273 at 4% or $20,182 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-18$1,107,657$43,593$2,422iApproximate average salary by contribution assumption: employee only about $60,546 at 4% or $40,364 at 6%; with 50% employer match about $40,364 at 4% or $26,909 at 6%; with 100% employer match about $30,273 at 4% or $20,182 at 6%.
2011118$972,608$53,449$2,969iApproximate average salary by contribution assumption: employee only about $74,235 at 4% or $49,490 at 6%; with 50% employer match about $49,490 at 4% or $32,993 at 6%; with 100% employer match about $37,117 at 4% or $24,745 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-18$972,608$53,449$2,969iApproximate average salary by contribution assumption: employee only about $74,235 at 4% or $49,490 at 6%; with 50% employer match about $49,490 at 4% or $32,993 at 6%; with 100% employer match about $37,117 at 4% or $24,745 at 6%.
2010116$960,309$29,964$1,873iApproximate average salary by contribution assumption: employee only about $46,819 at 4% or $31,213 at 6%; with 50% employer match about $31,213 at 4% or $20,808 at 6%; with 100% employer match about $23,409 at 4% or $15,606 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-16$960,309$29,964$1,873iApproximate average salary by contribution assumption: employee only about $46,819 at 4% or $31,213 at 6%; with 50% employer match about $31,213 at 4% or $20,808 at 6%; with 100% employer match about $23,409 at 4% or $15,606 at 6%.
200918$817,865$32,754$4,094iApproximate average salary by contribution assumption: employee only about $102,356 at 4% or $68,238 at 6%; with 50% employer match about $68,238 at 4% or $45,492 at 6%; with 100% employer match about $51,178 at 4% or $34,119 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-8$817,865$32,754$4,094iApproximate average salary by contribution assumption: employee only about $102,356 at 4% or $68,238 at 6%; with 50% employer match about $68,238 at 4% or $45,492 at 6%; with 100% employer match about $51,178 at 4% or $34,119 at 6%.
2008112$641,585$33,920$2,827iApproximate average salary by contribution assumption: employee only about $70,667 at 4% or $47,111 at 6%; with 50% employer match about $47,111 at 4% or $31,407 at 6%; with 100% employer match about $35,333 at 4% or $23,556 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-12$641,585$33,920$2,827iApproximate average salary by contribution assumption: employee only about $70,667 at 4% or $47,111 at 6%; with 50% employer match about $47,111 at 4% or $31,407 at 6%; with 100% employer match about $35,333 at 4% or $23,556 at 6%.
2007112$0$0-
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-12---
2005130$815,990$44,850$1,495iApproximate average salary by contribution assumption: employee only about $37,375 at 4% or $24,917 at 6%; with 50% employer match about $24,917 at 4% or $16,611 at 6%; with 100% employer match about $18,688 at 4% or $12,458 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-30$815,990$44,850$1,495iApproximate average salary by contribution assumption: employee only about $37,375 at 4% or $24,917 at 6%; with 50% employer match about $24,917 at 4% or $16,611 at 6%; with 100% employer match about $18,688 at 4% or $12,458 at 6%.
2004117$752,267$48,425$2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-17$752,267$48,425$2,849iApproximate average salary by contribution assumption: employee only about $71,213 at 4% or $47,475 at 6%; with 50% employer match about $47,475 at 4% or $31,650 at 6%; with 100% employer match about $35,607 at 4% or $23,738 at 6%.
2003118$644,320$70,511$3,917iApproximate average salary by contribution assumption: employee only about $97,932 at 4% or $65,288 at 6%; with 50% employer match about $65,288 at 4% or $43,525 at 6%; with 100% employer match about $48,966 at 4% or $32,644 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-18$644,320$70,511$3,917iApproximate average salary by contribution assumption: employee only about $97,932 at 4% or $65,288 at 6%; with 50% employer match about $65,288 at 4% or $43,525 at 6%; with 100% employer match about $48,966 at 4% or $32,644 at 6%.
2002121$952,805$33,740$1,607iApproximate average salary by contribution assumption: employee only about $40,167 at 4% or $26,778 at 6%; with 50% employer match about $26,778 at 4% or $17,852 at 6%; with 100% employer match about $20,083 at 4% or $13,389 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-21$952,805$33,740$1,607iApproximate average salary by contribution assumption: employee only about $40,167 at 4% or $26,778 at 6%; with 50% employer match about $26,778 at 4% or $17,852 at 6%; with 100% employer match about $20,083 at 4% or $13,389 at 6%.
2000116$0$0-
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-16---
1999112$952,927$60,001$5,000iApproximate average salary by contribution assumption: employee only about $125,002 at 4% or $83,335 at 6%; with 50% employer match about $83,335 at 4% or $55,556 at 6%; with 100% employer match about $62,501 at 4% or $41,667 at 6%.
Joan L. Bergstrom, M.D., P.A. 401K Profit Sharing Plan-12$952,927$60,001$5,000iApproximate average salary by contribution assumption: employee only about $125,002 at 4% or $83,335 at 6%; with 50% employer match about $83,335 at 4% or $55,556 at 6%; with 100% employer match about $62,501 at 4% or $41,667 at 6%.