Civic Intelligence

Jane S. Bergstrom, M.D.

Plan context: Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan

EIN 77-0596962 • Livermore, CA • 12 filings • 3 plans

2046 Lawson CircleLivermore, CA 94550
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$829,025

2015 Contributions

$57,010

Historical Graphs

Total Assets Over Time

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

$911,557$455,779$0200420092014YearValue
$829,025Latest year 2014

Participants Over Time

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

1260200420092014YearValue
5Latest year 2014

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
201510$0$0-
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-0$0$0-
201415$829,025$57,010$11,402iApproximate average salary by contribution assumption: employee only about $285,050 at 4% or $190,033 at 6%; with 50% employer match about $190,033 at 4% or $126,689 at 6%; with 100% employer match about $142,525 at 4% or $95,017 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-5$829,025$57,010$11,402iApproximate average salary by contribution assumption: employee only about $285,050 at 4% or $190,033 at 6%; with 50% employer match about $190,033 at 4% or $126,689 at 6%; with 100% employer match about $142,525 at 4% or $95,017 at 6%.
201315$711,194$63,417$12,683iApproximate average salary by contribution assumption: employee only about $317,085 at 4% or $211,390 at 6%; with 50% employer match about $211,390 at 4% or $140,927 at 6%; with 100% employer match about $158,543 at 4% or $105,695 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-5$711,194$63,417$12,683iApproximate average salary by contribution assumption: employee only about $317,085 at 4% or $211,390 at 6%; with 50% employer match about $211,390 at 4% or $140,927 at 6%; with 100% employer match about $158,543 at 4% or $105,695 at 6%.
201213$529,175$72,967$24,322iApproximate average salary by contribution assumption: employee only about $608,058 at 4% or $405,372 at 6%; with 50% employer match about $405,372 at 4% or $270,248 at 6%; with 100% employer match about $304,029 at 4% or $202,686 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-3$529,175$72,967$24,322iApproximate average salary by contribution assumption: employee only about $608,058 at 4% or $405,372 at 6%; with 50% employer match about $405,372 at 4% or $270,248 at 6%; with 100% employer match about $304,029 at 4% or $202,686 at 6%.
2011112$911,557$120,036$10,003iApproximate average salary by contribution assumption: employee only about $250,075 at 4% or $166,717 at 6%; with 50% employer match about $166,717 at 4% or $111,144 at 6%; with 100% employer match about $125,038 at 4% or $83,358 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-12$911,557$120,036$10,003iApproximate average salary by contribution assumption: employee only about $250,075 at 4% or $166,717 at 6%; with 50% employer match about $166,717 at 4% or $111,144 at 6%; with 100% employer match about $125,038 at 4% or $83,358 at 6%.
2010112$799,415$124,897$10,408iApproximate average salary by contribution assumption: employee only about $260,202 at 4% or $173,468 at 6%; with 50% employer match about $173,468 at 4% or $115,645 at 6%; with 100% employer match about $130,101 at 4% or $86,734 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-12$799,415$124,897$10,408iApproximate average salary by contribution assumption: employee only about $260,202 at 4% or $173,468 at 6%; with 50% employer match about $173,468 at 4% or $115,645 at 6%; with 100% employer match about $130,101 at 4% or $86,734 at 6%.
2009111$613,971$122,749$11,159iApproximate average salary by contribution assumption: employee only about $278,975 at 4% or $185,983 at 6%; with 50% employer match about $185,983 at 4% or $123,989 at 6%; with 100% employer match about $139,488 at 4% or $92,992 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-11$613,971$122,749$11,159iApproximate average salary by contribution assumption: employee only about $278,975 at 4% or $185,983 at 6%; with 50% employer match about $185,983 at 4% or $123,989 at 6%; with 100% employer match about $139,488 at 4% or $92,992 at 6%.
2008111$406,078$116,823$10,620iApproximate average salary by contribution assumption: employee only about $265,507 at 4% or $177,005 at 6%; with 50% employer match about $177,005 at 4% or $118,003 at 6%; with 100% employer match about $132,753 at 4% or $88,502 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-11$406,078$116,823$10,620iApproximate average salary by contribution assumption: employee only about $265,507 at 4% or $177,005 at 6%; with 50% employer match about $177,005 at 4% or $118,003 at 6%; with 100% employer match about $132,753 at 4% or $88,502 at 6%.
200718$424,413$105,108$13,139iApproximate average salary by contribution assumption: employee only about $328,463 at 4% or $218,975 at 6%; with 50% employer match about $218,975 at 4% or $145,983 at 6%; with 100% employer match about $164,231 at 4% or $109,488 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-8$424,413$105,108$13,139iApproximate average salary by contribution assumption: employee only about $328,463 at 4% or $218,975 at 6%; with 50% employer match about $218,975 at 4% or $145,983 at 6%; with 100% employer match about $164,231 at 4% or $109,488 at 6%.
200615$300,398$95,333$19,067iApproximate average salary by contribution assumption: employee only about $476,665 at 4% or $317,777 at 6%; with 50% employer match about $317,777 at 4% or $211,851 at 6%; with 100% employer match about $238,332 at 4% or $158,888 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-5$300,398$95,333$19,067iApproximate average salary by contribution assumption: employee only about $476,665 at 4% or $317,777 at 6%; with 50% employer match about $317,777 at 4% or $211,851 at 6%; with 100% employer match about $238,332 at 4% or $158,888 at 6%.
200515$183,011$91,147$18,229iApproximate average salary by contribution assumption: employee only about $455,735 at 4% or $303,823 at 6%; with 50% employer match about $303,823 at 4% or $202,549 at 6%; with 100% employer match about $227,868 at 4% or $151,912 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-5$183,011$91,147$18,229iApproximate average salary by contribution assumption: employee only about $455,735 at 4% or $303,823 at 6%; with 50% employer match about $303,823 at 4% or $202,549 at 6%; with 100% employer match about $227,868 at 4% or $151,912 at 6%.
200415$87,700$87,520$17,504iApproximate average salary by contribution assumption: employee only about $437,600 at 4% or $291,733 at 6%; with 50% employer match about $291,733 at 4% or $194,489 at 6%; with 100% employer match about $218,800 at 4% or $145,867 at 6%.
Jane S. Bergstrom, M.D. 401(K) Profit Sharing Plan-5$87,700$87,520$17,504iApproximate average salary by contribution assumption: employee only about $437,600 at 4% or $291,733 at 6%; with 50% employer match about $291,733 at 4% or $194,489 at 6%; with 100% employer match about $218,800 at 4% or $145,867 at 6%.