Civic Intelligence

Berg & Associates

Plan context: Berg & Associates 401(K) Plan

EIN 82-3190887 • Portland, OR • 7 filings • 1 plans

5335 SW Oleson Rd.Portland, OR 97225
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$337,120

2025 Contributions

$46,855

Historical Graphs

Total Assets Over Time

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

$356,410$178,205$0201920222025YearValue
$337,120Latest year 2025

Participants Over Time

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

740201920222025YearValue
5Latest year 2025

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
202515$337,120$46,855$9,371iApproximate average salary by contribution assumption: employee only about $234,275 at 4% or $156,183 at 6%; with 50% employer match about $156,183 at 4% or $104,122 at 6%; with 100% employer match about $117,138 at 4% or $78,092 at 6%.
Berg & Associates 401(K) Plan-5$337,120$46,855$9,371iApproximate average salary by contribution assumption: employee only about $234,275 at 4% or $156,183 at 6%; with 50% employer match about $156,183 at 4% or $104,122 at 6%; with 100% employer match about $117,138 at 4% or $78,092 at 6%.
202417$356,410$78,869$11,267iApproximate average salary by contribution assumption: employee only about $281,675 at 4% or $187,783 at 6%; with 50% employer match about $187,783 at 4% or $125,189 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
Berg & Associates 401(K) Plan-7$356,410$78,869$11,267iApproximate average salary by contribution assumption: employee only about $281,675 at 4% or $187,783 at 6%; with 50% employer match about $187,783 at 4% or $125,189 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
202314$247,222$61,904$15,476iApproximate average salary by contribution assumption: employee only about $386,900 at 4% or $257,933 at 6%; with 50% employer match about $257,933 at 4% or $171,956 at 6%; with 100% employer match about $193,450 at 4% or $128,967 at 6%.
Berg & Associates 401(K) Plan-4$247,222$61,904$15,476iApproximate average salary by contribution assumption: employee only about $386,900 at 4% or $257,933 at 6%; with 50% employer match about $257,933 at 4% or $171,956 at 6%; with 100% employer match about $193,450 at 4% or $128,967 at 6%.
202215$168,216$47,707$9,541iApproximate average salary by contribution assumption: employee only about $238,535 at 4% or $159,023 at 6%; with 50% employer match about $159,023 at 4% or $106,016 at 6%; with 100% employer match about $119,268 at 4% or $79,512 at 6%.
Berg & Associates 401(K) Plan-5$168,216$47,707$9,541iApproximate average salary by contribution assumption: employee only about $238,535 at 4% or $159,023 at 6%; with 50% employer match about $159,023 at 4% or $106,016 at 6%; with 100% employer match about $119,268 at 4% or $79,512 at 6%.
202114$150,742$62,207$15,552iApproximate average salary by contribution assumption: employee only about $388,794 at 4% or $259,196 at 6%; with 50% employer match about $259,196 at 4% or $172,797 at 6%; with 100% employer match about $194,397 at 4% or $129,598 at 6%.
Berg & Associates 401(K) Plan-4$150,742$62,207$15,552iApproximate average salary by contribution assumption: employee only about $388,794 at 4% or $259,196 at 6%; with 50% employer match about $259,196 at 4% or $172,797 at 6%; with 100% employer match about $194,397 at 4% or $129,598 at 6%.
202012$69,639$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Berg & Associates 401(K) Plan-2$69,639$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201912$51,792$18,962$9,481iApproximate average salary by contribution assumption: employee only about $237,025 at 4% or $158,017 at 6%; with 50% employer match about $158,017 at 4% or $105,344 at 6%; with 100% employer match about $118,513 at 4% or $79,008 at 6%.
Berg & Associates 401(K) Plan-2$51,792$18,962$9,481iApproximate average salary by contribution assumption: employee only about $237,025 at 4% or $158,017 at 6%; with 50% employer match about $158,017 at 4% or $105,344 at 6%; with 100% employer match about $118,513 at 4% or $79,008 at 6%.