Civic Intelligence

David L. Berg, D.D.S., P.S. Inc.

Plan context: Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust

EIN 91-0996172 • Tacoma, WA • 27 filings • 7 plans

3610 S 17th St Suite 100Tacoma, WA 98405
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,946,698

2024 Contributions

$63,468

Historical Graphs

Total Assets Over Time

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

$2,934,402$1,467,201$0199920122024YearValue
$1,946,698Latest year 2024

Participants Over Time

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

950199920122024YearValue
3Latest year 2024

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
202413$1,946,698$63,468$21,156iApproximate average salary by contribution assumption: employee only about $528,900 at 4% or $352,600 at 6%; with 50% employer match about $352,600 at 4% or $235,067 at 6%; with 100% employer match about $264,450 at 4% or $176,300 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-3$1,946,698$63,468$21,156iApproximate average salary by contribution assumption: employee only about $528,900 at 4% or $352,600 at 6%; with 50% employer match about $352,600 at 4% or $235,067 at 6%; with 100% employer match about $264,450 at 4% or $176,300 at 6%.
202313$1,711,229$80,991$26,997iApproximate average salary by contribution assumption: employee only about $674,925 at 4% or $449,950 at 6%; with 50% employer match about $449,950 at 4% or $299,967 at 6%; with 100% employer match about $337,463 at 4% or $224,975 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-3$1,711,229$80,991$26,997iApproximate average salary by contribution assumption: employee only about $674,925 at 4% or $449,950 at 6%; with 50% employer match about $449,950 at 4% or $299,967 at 6%; with 100% employer match about $337,463 at 4% or $224,975 at 6%.
202213$1,468,740$84,397$28,132iApproximate average salary by contribution assumption: employee only about $703,308 at 4% or $468,872 at 6%; with 50% employer match about $468,872 at 4% or $312,581 at 6%; with 100% employer match about $351,654 at 4% or $234,436 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-3$1,468,740$84,397$28,132iApproximate average salary by contribution assumption: employee only about $703,308 at 4% or $468,872 at 6%; with 50% employer match about $468,872 at 4% or $312,581 at 6%; with 100% employer match about $351,654 at 4% or $234,436 at 6%.
202113$1,522,351$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-3$1,522,351$18,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
202013$1,311,965$43,147$14,382iApproximate average salary by contribution assumption: employee only about $359,558 at 4% or $239,706 at 6%; with 50% employer match about $239,706 at 4% or $159,804 at 6%; with 100% employer match about $179,779 at 4% or $119,853 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-3$1,311,965$43,147$14,382iApproximate average salary by contribution assumption: employee only about $359,558 at 4% or $239,706 at 6%; with 50% employer match about $239,706 at 4% or $159,804 at 6%; with 100% employer match about $179,779 at 4% or $119,853 at 6%.
201914$1,634,979$47,093$11,773iApproximate average salary by contribution assumption: employee only about $294,331 at 4% or $196,221 at 6%; with 50% employer match about $196,221 at 4% or $130,814 at 6%; with 100% employer match about $147,166 at 4% or $98,110 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,634,979$47,093$11,773iApproximate average salary by contribution assumption: employee only about $294,331 at 4% or $196,221 at 6%; with 50% employer match about $196,221 at 4% or $130,814 at 6%; with 100% employer match about $147,166 at 4% or $98,110 at 6%.
201814$1,349,740$76,233$19,058iApproximate average salary by contribution assumption: employee only about $476,456 at 4% or $317,638 at 6%; with 50% employer match about $317,638 at 4% or $211,758 at 6%; with 100% employer match about $238,228 at 4% or $158,819 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,349,740$76,233$19,058iApproximate average salary by contribution assumption: employee only about $476,456 at 4% or $317,638 at 6%; with 50% employer match about $317,638 at 4% or $211,758 at 6%; with 100% employer match about $238,228 at 4% or $158,819 at 6%.
201714$1,406,251$72,810$18,203iApproximate average salary by contribution assumption: employee only about $455,063 at 4% or $303,375 at 6%; with 50% employer match about $303,375 at 4% or $202,250 at 6%; with 100% employer match about $227,531 at 4% or $151,688 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,406,251$72,810$18,203iApproximate average salary by contribution assumption: employee only about $455,063 at 4% or $303,375 at 6%; with 50% employer match about $303,375 at 4% or $202,250 at 6%; with 100% employer match about $227,531 at 4% or $151,688 at 6%.
201614$1,831,291$72,797$18,199iApproximate average salary by contribution assumption: employee only about $454,981 at 4% or $303,321 at 6%; with 50% employer match about $303,321 at 4% or $202,214 at 6%; with 100% employer match about $227,491 at 4% or $151,660 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,831,291$72,797$18,199iApproximate average salary by contribution assumption: employee only about $454,981 at 4% or $303,321 at 6%; with 50% employer match about $303,321 at 4% or $202,214 at 6%; with 100% employer match about $227,491 at 4% or $151,660 at 6%.
201514$1,664,125$54,917$13,729iApproximate average salary by contribution assumption: employee only about $343,231 at 4% or $228,821 at 6%; with 50% employer match about $228,821 at 4% or $152,547 at 6%; with 100% employer match about $171,616 at 4% or $114,410 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,664,125$54,917$13,729iApproximate average salary by contribution assumption: employee only about $343,231 at 4% or $228,821 at 6%; with 50% employer match about $228,821 at 4% or $152,547 at 6%; with 100% employer match about $171,616 at 4% or $114,410 at 6%.
201414$1,614,791$70,820$17,705iApproximate average salary by contribution assumption: employee only about $442,625 at 4% or $295,083 at 6%; with 50% employer match about $295,083 at 4% or $196,722 at 6%; with 100% employer match about $221,313 at 4% or $147,542 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,614,791$70,820$17,705iApproximate average salary by contribution assumption: employee only about $442,625 at 4% or $295,083 at 6%; with 50% employer match about $295,083 at 4% or $196,722 at 6%; with 100% employer match about $221,313 at 4% or $147,542 at 6%.
201314$1,460,395$70,689$17,672iApproximate average salary by contribution assumption: employee only about $441,806 at 4% or $294,538 at 6%; with 50% employer match about $294,538 at 4% or $196,358 at 6%; with 100% employer match about $220,903 at 4% or $147,269 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-4$1,460,395$70,689$17,672iApproximate average salary by contribution assumption: employee only about $441,806 at 4% or $294,538 at 6%; with 50% employer match about $294,538 at 4% or $196,358 at 6%; with 100% employer match about $220,903 at 4% or $147,269 at 6%.
201215$1,213,604$72,427$14,485iApproximate average salary by contribution assumption: employee only about $362,135 at 4% or $241,423 at 6%; with 50% employer match about $241,423 at 4% or $160,949 at 6%; with 100% employer match about $181,068 at 4% or $120,712 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-5$1,213,604$72,427$14,485iApproximate average salary by contribution assumption: employee only about $362,135 at 4% or $241,423 at 6%; with 50% employer match about $241,423 at 4% or $160,949 at 6%; with 100% employer match about $181,068 at 4% or $120,712 at 6%.
201115$1,059,416$70,559$14,112iApproximate average salary by contribution assumption: employee only about $352,795 at 4% or $235,197 at 6%; with 50% employer match about $235,197 at 4% or $156,798 at 6%; with 100% employer match about $176,398 at 4% or $117,598 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-5$1,059,416$70,559$14,112iApproximate average salary by contribution assumption: employee only about $352,795 at 4% or $235,197 at 6%; with 50% employer match about $235,197 at 4% or $156,798 at 6%; with 100% employer match about $176,398 at 4% or $117,598 at 6%.
201015$1,013,067$70,655$14,131iApproximate average salary by contribution assumption: employee only about $353,275 at 4% or $235,517 at 6%; with 50% employer match about $235,517 at 4% or $157,011 at 6%; with 100% employer match about $176,638 at 4% or $117,758 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-5$1,013,067$70,655$14,131iApproximate average salary by contribution assumption: employee only about $353,275 at 4% or $235,517 at 6%; with 50% employer match about $235,517 at 4% or $157,011 at 6%; with 100% employer match about $176,638 at 4% or $117,758 at 6%.
200916$914,927$64,392$10,732iApproximate average salary by contribution assumption: employee only about $268,300 at 4% or $178,867 at 6%; with 50% employer match about $178,867 at 4% or $119,244 at 6%; with 100% employer match about $134,150 at 4% or $89,433 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-6$914,927$64,392$10,732iApproximate average salary by contribution assumption: employee only about $268,300 at 4% or $178,867 at 6%; with 50% employer match about $178,867 at 4% or $119,244 at 6%; with 100% employer match about $134,150 at 4% or $89,433 at 6%.
200817$2,294,248$81,403$11,629iApproximate average salary by contribution assumption: employee only about $290,725 at 4% or $193,817 at 6%; with 50% employer match about $193,817 at 4% or $129,211 at 6%; with 100% employer match about $145,363 at 4% or $96,908 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-7$2,294,248$81,403$11,629iApproximate average salary by contribution assumption: employee only about $290,725 at 4% or $193,817 at 6%; with 50% employer match about $193,817 at 4% or $129,211 at 6%; with 100% employer match about $145,363 at 4% or $96,908 at 6%.
200717$0$0-
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-7---
200619$2,934,402$96,670$10,741iApproximate average salary by contribution assumption: employee only about $268,528 at 4% or $179,019 at 6%; with 50% employer match about $179,019 at 4% or $119,346 at 6%; with 100% employer match about $134,264 at 4% or $89,509 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-9$2,934,402$96,670$10,741iApproximate average salary by contribution assumption: employee only about $268,528 at 4% or $179,019 at 6%; with 50% employer match about $179,019 at 4% or $119,346 at 6%; with 100% employer match about $134,264 at 4% or $89,509 at 6%.
200518$2,335,353$84,108$10,514iApproximate average salary by contribution assumption: employee only about $262,838 at 4% or $175,225 at 6%; with 50% employer match about $175,225 at 4% or $116,817 at 6%; with 100% employer match about $131,419 at 4% or $87,613 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-8$2,335,353$84,108$10,514iApproximate average salary by contribution assumption: employee only about $262,838 at 4% or $175,225 at 6%; with 50% employer match about $175,225 at 4% or $116,817 at 6%; with 100% employer match about $131,419 at 4% or $87,613 at 6%.
200417$2,052,923$82,784$11,826iApproximate average salary by contribution assumption: employee only about $295,657 at 4% or $197,105 at 6%; with 50% employer match about $197,105 at 4% or $131,403 at 6%; with 100% employer match about $147,829 at 4% or $98,552 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-7$2,052,923$82,784$11,826iApproximate average salary by contribution assumption: employee only about $295,657 at 4% or $197,105 at 6%; with 50% employer match about $197,105 at 4% or $131,403 at 6%; with 100% employer match about $147,829 at 4% or $98,552 at 6%.
200318$1,678,693$77,063$9,633iApproximate average salary by contribution assumption: employee only about $240,822 at 4% or $160,548 at 6%; with 50% employer match about $160,548 at 4% or $107,032 at 6%; with 100% employer match about $120,411 at 4% or $80,274 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-8$1,678,693$77,063$9,633iApproximate average salary by contribution assumption: employee only about $240,822 at 4% or $160,548 at 6%; with 50% employer match about $160,548 at 4% or $107,032 at 6%; with 100% employer match about $120,411 at 4% or $80,274 at 6%.
200217$1,183,739$63,846$9,121iApproximate average salary by contribution assumption: employee only about $228,021 at 4% or $152,014 at 6%; with 50% employer match about $152,014 at 4% or $101,343 at 6%; with 100% employer match about $114,011 at 4% or $76,007 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-7$1,183,739$63,846$9,121iApproximate average salary by contribution assumption: employee only about $228,021 at 4% or $152,014 at 6%; with 50% employer match about $152,014 at 4% or $101,343 at 6%; with 100% employer match about $114,011 at 4% or $76,007 at 6%.
200119$1,285,929$4,170$463iApproximate average salary by contribution assumption: employee only about $11,583 at 4% or $7,722 at 6%; with 50% employer match about $7,722 at 4% or $5,148 at 6%; with 100% employer match about $5,792 at 4% or $3,861 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-9$1,285,929$4,170$463iApproximate average salary by contribution assumption: employee only about $11,583 at 4% or $7,722 at 6%; with 50% employer match about $7,722 at 4% or $5,148 at 6%; with 100% employer match about $5,792 at 4% or $3,861 at 6%.
200029$1,190,982$735,321$81,702iApproximate average salary by contribution assumption: employee only about $2,042,558 at 4% or $1,361,706 at 6%; with 50% employer match about $1,361,706 at 4% or $907,804 at 6%; with 100% employer match about $1,021,279 at 4% or $680,853 at 6%.
Brian M. Berg, D.D.S., P, S 401(K) Profit Sharing Plan and Trust-9$1,190,982$735,321$81,702iApproximate average salary by contribution assumption: employee only about $2,042,558 at 4% or $1,361,706 at 6%; with 50% employer match about $1,361,706 at 4% or $907,804 at 6%; with 100% employer match about $1,021,279 at 4% or $680,853 at 6%.
David L. Berg, D.D.S., P.S. Inc. Defined Benefit Pension Plan and Trust-0---
199918$838,451$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
David L. Berg, D.D.S., P.S. Inc. Defined Benefit Pension Plan and Trust-8$838,451$130,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.