Berg Mortuary Inc.
Plan context: Berg Mortuary Inc. Profit Sharing Plan
EIN 87-0115290 • Provo, UT • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$4,875,779
2024 Contributions
$100,067
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $4,875,779 | $100,067 | $10,007iApproximate average salary by contribution assumption: employee only about $250,168 at 4% or $166,778 at 6%; with 50% employer match about $166,778 at 4% or $111,186 at 6%; with 100% employer match about $125,084 at 4% or $83,389 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 10 | $4,875,779 | $100,067 | $10,007iApproximate average salary by contribution assumption: employee only about $250,168 at 4% or $166,778 at 6%; with 50% employer match about $166,778 at 4% or $111,186 at 6%; with 100% employer match about $125,084 at 4% or $83,389 at 6%. |
| 2023 | 1 | 12 | $4,895,366 | $80,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $4,895,366 | $80,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2022 | 1 | 12 | $4,365,467 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $4,365,467 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2021 | 1 | 12 | $4,579,183 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $4,579,183 | $100,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2020 | 1 | 13 | $3,774,682 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 13 | $3,774,682 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| 2019 | 1 | 12 | $3,525,171 | $70,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $3,525,171 | $70,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| 2018 | 1 | 11 | $2,967,707 | $71,000 | $6,455iApproximate average salary by contribution assumption: employee only about $161,364 at 4% or $107,576 at 6%; with 50% employer match about $107,576 at 4% or $71,717 at 6%; with 100% employer match about $80,682 at 4% or $53,788 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 11 | $2,967,707 | $71,000 | $6,455iApproximate average salary by contribution assumption: employee only about $161,364 at 4% or $107,576 at 6%; with 50% employer match about $107,576 at 4% or $71,717 at 6%; with 100% employer match about $80,682 at 4% or $53,788 at 6%. |
| 2017 | 1 | 9 | $3,225,639 | $71,000 | $7,889iApproximate average salary by contribution assumption: employee only about $197,222 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,741 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $3,225,639 | $71,000 | $7,889iApproximate average salary by contribution assumption: employee only about $197,222 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,741 at 6%. |
| 2016 | 1 | 9 | $2,803,876 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $2,803,876 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| 2015 | 1 | 12 | $2,544,266 | $68,224 | $5,685iApproximate average salary by contribution assumption: employee only about $142,133 at 4% or $94,756 at 6%; with 50% employer match about $94,756 at 4% or $63,170 at 6%; with 100% employer match about $71,067 at 4% or $47,378 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $2,544,266 | $68,224 | $5,685iApproximate average salary by contribution assumption: employee only about $142,133 at 4% or $94,756 at 6%; with 50% employer match about $94,756 at 4% or $63,170 at 6%; with 100% employer match about $71,067 at 4% or $47,378 at 6%. |
| 2014 | 1 | 12 | $2,533,501 | $66,816 | $5,568iApproximate average salary by contribution assumption: employee only about $139,200 at 4% or $92,800 at 6%; with 50% employer match about $92,800 at 4% or $61,867 at 6%; with 100% employer match about $69,600 at 4% or $46,400 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $2,533,501 | $66,816 | $5,568iApproximate average salary by contribution assumption: employee only about $139,200 at 4% or $92,800 at 6%; with 50% employer match about $92,800 at 4% or $61,867 at 6%; with 100% employer match about $69,600 at 4% or $46,400 at 6%. |
| 2013 | 1 | 15 | $2,495,096 | $60,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 15 | $2,495,096 | $60,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2012 | 1 | 12 | $2,006,674 | $50,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 12 | $2,006,674 | $50,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2011 | 1 | 14 | $1,883,050 | $94,829 | $6,774iApproximate average salary by contribution assumption: employee only about $169,338 at 4% or $112,892 at 6%; with 50% employer match about $112,892 at 4% or $75,261 at 6%; with 100% employer match about $84,669 at 4% or $56,446 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 14 | $1,883,050 | $94,829 | $6,774iApproximate average salary by contribution assumption: employee only about $169,338 at 4% or $112,892 at 6%; with 50% employer match about $112,892 at 4% or $75,261 at 6%; with 100% employer match about $84,669 at 4% or $56,446 at 6%. |
| 2010 | 1 | 15 | $1,804,022 | $119,000 | $7,933iApproximate average salary by contribution assumption: employee only about $198,333 at 4% or $132,222 at 6%; with 50% employer match about $132,222 at 4% or $88,148 at 6%; with 100% employer match about $99,167 at 4% or $66,111 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 15 | $1,804,022 | $119,000 | $7,933iApproximate average salary by contribution assumption: employee only about $198,333 at 4% or $132,222 at 6%; with 50% employer match about $132,222 at 4% or $88,148 at 6%; with 100% employer match about $99,167 at 4% or $66,111 at 6%. |
| 2009 | 1 | 15 | $1,525,026 | $60,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 15 | $1,525,026 | $60,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2008 | 1 | 8 | $1,288,659 | $95,173 | $11,897iApproximate average salary by contribution assumption: employee only about $297,416 at 4% or $198,277 at 6%; with 50% employer match about $198,277 at 4% or $132,185 at 6%; with 100% employer match about $148,708 at 4% or $99,139 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 8 | $1,288,659 | $95,173 | $11,897iApproximate average salary by contribution assumption: employee only about $297,416 at 4% or $198,277 at 6%; with 50% employer match about $198,277 at 4% or $132,185 at 6%; with 100% employer match about $148,708 at 4% or $99,139 at 6%. |
| 2007 | 1 | 7 | $1,553,875 | $43,422 | $6,203iApproximate average salary by contribution assumption: employee only about $155,079 at 4% or $103,386 at 6%; with 50% employer match about $103,386 at 4% or $68,924 at 6%; with 100% employer match about $77,539 at 4% or $51,693 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 7 | $1,553,875 | $43,422 | $6,203iApproximate average salary by contribution assumption: employee only about $155,079 at 4% or $103,386 at 6%; with 50% employer match about $103,386 at 4% or $68,924 at 6%; with 100% employer match about $77,539 at 4% or $51,693 at 6%. |
| 2006 | 1 | 13 | $1,381,418 | $64,406 | $4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 13 | $1,381,418 | $64,406 | $4,954iApproximate average salary by contribution assumption: employee only about $123,858 at 4% or $82,572 at 6%; with 50% employer match about $82,572 at 4% or $55,048 at 6%; with 100% employer match about $61,929 at 4% or $41,286 at 6%. |
| 2005 | 1 | 9 | $1,162,093 | $50,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $1,162,093 | $50,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| 2004 | 1 | 9 | $1,104,253 | $59,408 | $6,601iApproximate average salary by contribution assumption: employee only about $165,022 at 4% or $110,015 at 6%; with 50% employer match about $110,015 at 4% or $73,343 at 6%; with 100% employer match about $82,511 at 4% or $55,007 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $1,104,253 | $59,408 | $6,601iApproximate average salary by contribution assumption: employee only about $165,022 at 4% or $110,015 at 6%; with 50% employer match about $110,015 at 4% or $73,343 at 6%; with 100% employer match about $82,511 at 4% or $55,007 at 6%. |
| 2003 | 1 | 9 | $1,099,746 | $41,869 | $4,652iApproximate average salary by contribution assumption: employee only about $116,303 at 4% or $77,535 at 6%; with 50% employer match about $77,535 at 4% or $51,690 at 6%; with 100% employer match about $58,151 at 4% or $38,768 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $1,099,746 | $41,869 | $4,652iApproximate average salary by contribution assumption: employee only about $116,303 at 4% or $77,535 at 6%; with 50% employer match about $77,535 at 4% or $51,690 at 6%; with 100% employer match about $58,151 at 4% or $38,768 at 6%. |
| 2002 | 1 | 9 | $881,339 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $881,339 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| 2001 | 1 | 7 | $987,150 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 7 | $987,150 | $35,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 9 | $1,001,026 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $1,001,026 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| 1999 | 1 | 9 | $1,649,859 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |
| Berg Mortuary Inc. Profit Sharing Plan | - | 9 | $1,649,859 | $35,000 | $3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%. |