Civic Intelligence

Bergen James, D.D.S.

Plan context: Bergen James, D.D.S. Profit Sharing/401K Plan

EIN 94-3152758 • 10 filings • 5 plans

Current Snapshot

Latest Year

2005

2005 Participants

8

2005 Assets

$632,662

2005 Contributions

$63,990

Historical Graphs

Total Assets Over Time

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

$632,662$316,331$0199920032005YearValue
$632,662Latest year 2005

Participants Over Time

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

840199920032005YearValue
8Latest year 2005

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
200518$632,662$63,990$7,999iApproximate average salary by contribution assumption: employee only about $199,969 at 4% or $133,313 at 6%; with 50% employer match about $133,313 at 4% or $88,875 at 6%; with 100% employer match about $99,984 at 4% or $66,656 at 6%.
Bergen James, D.D.S. Profit Sharing/401K Plan-8$632,662$63,990$7,999iApproximate average salary by contribution assumption: employee only about $199,969 at 4% or $133,313 at 6%; with 50% employer match about $133,313 at 4% or $88,875 at 6%; with 100% employer match about $99,984 at 4% or $66,656 at 6%.
200417$543,708$56,612$8,087iApproximate average salary by contribution assumption: employee only about $202,186 at 4% or $134,790 at 6%; with 50% employer match about $134,790 at 4% or $89,860 at 6%; with 100% employer match about $101,093 at 4% or $67,395 at 6%.
Bergen James, D.D.S. Profit Sharing/401K Plan-7$543,708$56,612$8,087iApproximate average salary by contribution assumption: employee only about $202,186 at 4% or $134,790 at 6%; with 50% employer match about $134,790 at 4% or $89,860 at 6%; with 100% employer match about $101,093 at 4% or $67,395 at 6%.
200317$439,949$56,369$8,053iApproximate average salary by contribution assumption: employee only about $201,318 at 4% or $134,212 at 6%; with 50% employer match about $134,212 at 4% or $89,475 at 6%; with 100% employer match about $100,659 at 4% or $67,106 at 6%.
Bergen James, D.D.S. Profit Sharing/401K Plan-7$439,949$56,369$8,053iApproximate average salary by contribution assumption: employee only about $201,318 at 4% or $134,212 at 6%; with 50% employer match about $134,212 at 4% or $89,475 at 6%; with 100% employer match about $100,659 at 4% or $67,106 at 6%.
200216$316,414$53,506$8,918iApproximate average salary by contribution assumption: employee only about $222,942 at 4% or $148,628 at 6%; with 50% employer match about $148,628 at 4% or $99,085 at 6%; with 100% employer match about $111,471 at 4% or $74,314 at 6%.
Bergen James, D.D.S. Profit Sharing/401K Plan-6$316,414$53,506$8,918iApproximate average salary by contribution assumption: employee only about $222,942 at 4% or $148,628 at 6%; with 50% employer match about $148,628 at 4% or $99,085 at 6%; with 100% employer match about $111,471 at 4% or $74,314 at 6%.
200120$0$0-
Bergen James, D.D.S. Profit Sharing/401K Plan-0---
Bergen James, D.D.S. Money Purchase Pension Plan-0---
200024$349,914$32,002$8,001iApproximate average salary by contribution assumption: employee only about $200,013 at 4% or $133,342 at 6%; with 50% employer match about $133,342 at 4% or $88,894 at 6%; with 100% employer match about $100,006 at 4% or $66,671 at 6%.
Bergen James, D.D.S. Money Purchase Pension Plan-4$203,213$23,403$5,851iApproximate average salary by contribution assumption: employee only about $146,269 at 4% or $97,513 at 6%; with 50% employer match about $97,513 at 4% or $65,008 at 6%; with 100% employer match about $73,134 at 4% or $48,756 at 6%.
Bergen James, D.D.S. Profit Sharing/401K Plan-4$146,701$8,599$2,150iApproximate average salary by contribution assumption: employee only about $53,744 at 4% or $35,829 at 6%; with 50% employer match about $35,829 at 4% or $23,886 at 6%; with 100% employer match about $26,872 at 4% or $17,915 at 6%.
199923$340,678$38,856$12,952iApproximate average salary by contribution assumption: employee only about $323,800 at 4% or $215,867 at 6%; with 50% employer match about $215,867 at 4% or $143,911 at 6%; with 100% employer match about $161,900 at 4% or $107,933 at 6%.
Bergen James, D.D.S. Money Purchase Pension Plan-3$192,001$23,944$7,981iApproximate average salary by contribution assumption: employee only about $199,533 at 4% or $133,022 at 6%; with 50% employer match about $133,022 at 4% or $88,681 at 6%; with 100% employer match about $99,767 at 4% or $66,511 at 6%.
Bergen James, D.D.S. Profit Sharing/401K Plan-3$148,677$14,912$4,971iApproximate average salary by contribution assumption: employee only about $124,267 at 4% or $82,844 at 6%; with 50% employer match about $82,844 at 4% or $55,230 at 6%; with 100% employer match about $62,133 at 4% or $41,422 at 6%.