Civic Intelligence

Bergman Medical Group

Plan context: Bergman Medical Group 401 K Profit Sharing Plan Trust

EIN 95-1964010 • Whittier, CA • 17 filings • 4 plans

15111 E Whittier BoulevardSuite 102Whittier, CA 90603
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$350,000

2023 Contributions

$53,623

Historical Graphs

Total Assets Over Time

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

$1,279,935$639,968$0200720152022YearValue
$350,000Latest year 2022

Participants Over Time

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

24120200720152022YearValue
5Latest year 2022

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
202310$0$0-
Bergman Medical Group 401 K Profit Sharing Plan Trust-0$0$0-
202215$350,000$0-
Bergman Medical Group 401 K Profit Sharing Plan Trust-5$350,000$0-
2021110$469,129$53,623$5,362iApproximate average salary by contribution assumption: employee only about $134,058 at 4% or $89,372 at 6%; with 50% employer match about $89,372 at 4% or $59,581 at 6%; with 100% employer match about $67,029 at 4% or $44,686 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-10$469,129$53,623$5,362iApproximate average salary by contribution assumption: employee only about $134,058 at 4% or $89,372 at 6%; with 50% employer match about $89,372 at 4% or $59,581 at 6%; with 100% employer match about $67,029 at 4% or $44,686 at 6%.
2020119$1,279,935$190,871$10,046iApproximate average salary by contribution assumption: employee only about $251,146 at 4% or $167,431 at 6%; with 50% employer match about $167,431 at 4% or $111,620 at 6%; with 100% employer match about $125,573 at 4% or $83,715 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-19$1,279,935$190,871$10,046iApproximate average salary by contribution assumption: employee only about $251,146 at 4% or $167,431 at 6%; with 50% employer match about $167,431 at 4% or $111,620 at 6%; with 100% employer match about $125,573 at 4% or $83,715 at 6%.
2019121$960,655$195,157$9,293iApproximate average salary by contribution assumption: employee only about $232,330 at 4% or $154,887 at 6%; with 50% employer match about $154,887 at 4% or $103,258 at 6%; with 100% employer match about $116,165 at 4% or $77,443 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-21$960,655$195,157$9,293iApproximate average salary by contribution assumption: employee only about $232,330 at 4% or $154,887 at 6%; with 50% employer match about $154,887 at 4% or $103,258 at 6%; with 100% employer match about $116,165 at 4% or $77,443 at 6%.
2018124$631,760$183,020$7,626iApproximate average salary by contribution assumption: employee only about $190,646 at 4% or $127,097 at 6%; with 50% employer match about $127,097 at 4% or $84,731 at 6%; with 100% employer match about $95,323 at 4% or $63,549 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-24$631,760$183,020$7,626iApproximate average salary by contribution assumption: employee only about $190,646 at 4% or $127,097 at 6%; with 50% employer match about $127,097 at 4% or $84,731 at 6%; with 100% employer match about $95,323 at 4% or $63,549 at 6%.
2017120$499,264$169,088$8,454iApproximate average salary by contribution assumption: employee only about $211,360 at 4% or $140,907 at 6%; with 50% employer match about $140,907 at 4% or $93,938 at 6%; with 100% employer match about $105,680 at 4% or $70,453 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-20$499,264$169,088$8,454iApproximate average salary by contribution assumption: employee only about $211,360 at 4% or $140,907 at 6%; with 50% employer match about $140,907 at 4% or $93,938 at 6%; with 100% employer match about $105,680 at 4% or $70,453 at 6%.
2016111$277,762$9,835$894iApproximate average salary by contribution assumption: employee only about $22,352 at 4% or $14,902 at 6%; with 50% employer match about $14,902 at 4% or $9,934 at 6%; with 100% employer match about $11,176 at 4% or $7,451 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-11$277,762$9,835$894iApproximate average salary by contribution assumption: employee only about $22,352 at 4% or $14,902 at 6%; with 50% employer match about $14,902 at 4% or $9,934 at 6%; with 100% employer match about $11,176 at 4% or $7,451 at 6%.
2015113$261,536$160,894$12,376iApproximate average salary by contribution assumption: employee only about $309,412 at 4% or $206,274 at 6%; with 50% employer match about $206,274 at 4% or $137,516 at 6%; with 100% employer match about $154,706 at 4% or $103,137 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-13$261,536$160,894$12,376iApproximate average salary by contribution assumption: employee only about $309,412 at 4% or $206,274 at 6%; with 50% employer match about $206,274 at 4% or $137,516 at 6%; with 100% employer match about $154,706 at 4% or $103,137 at 6%.
201419$114,546$8,058$895iApproximate average salary by contribution assumption: employee only about $22,383 at 4% or $14,922 at 6%; with 50% employer match about $14,922 at 4% or $9,948 at 6%; with 100% employer match about $11,192 at 4% or $7,461 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-9$114,546$8,058$895iApproximate average salary by contribution assumption: employee only about $22,383 at 4% or $14,922 at 6%; with 50% employer match about $14,922 at 4% or $9,948 at 6%; with 100% employer match about $11,192 at 4% or $7,461 at 6%.
201318$96,899$7,532$942iApproximate average salary by contribution assumption: employee only about $23,538 at 4% or $15,692 at 6%; with 50% employer match about $15,692 at 4% or $10,461 at 6%; with 100% employer match about $11,769 at 4% or $7,846 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-8$96,899$7,532$942iApproximate average salary by contribution assumption: employee only about $23,538 at 4% or $15,692 at 6%; with 50% employer match about $15,692 at 4% or $10,461 at 6%; with 100% employer match about $11,769 at 4% or $7,846 at 6%.
201219$73,827$6,918$769iApproximate average salary by contribution assumption: employee only about $19,217 at 4% or $12,811 at 6%; with 50% employer match about $12,811 at 4% or $8,541 at 6%; with 100% employer match about $9,608 at 4% or $6,406 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-9$73,827$6,918$769iApproximate average salary by contribution assumption: employee only about $19,217 at 4% or $12,811 at 6%; with 50% employer match about $12,811 at 4% or $8,541 at 6%; with 100% employer match about $9,608 at 4% or $6,406 at 6%.
2011111$64,151$9,149$832iApproximate average salary by contribution assumption: employee only about $20,793 at 4% or $13,862 at 6%; with 50% employer match about $13,862 at 4% or $9,241 at 6%; with 100% employer match about $10,397 at 4% or $6,931 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-11$64,151$9,149$832iApproximate average salary by contribution assumption: employee only about $20,793 at 4% or $13,862 at 6%; with 50% employer match about $13,862 at 4% or $9,241 at 6%; with 100% employer match about $10,397 at 4% or $6,931 at 6%.
2010111$56,701$10,014$910iApproximate average salary by contribution assumption: employee only about $22,759 at 4% or $15,173 at 6%; with 50% employer match about $15,173 at 4% or $10,115 at 6%; with 100% employer match about $11,380 at 4% or $7,586 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-11$56,701$10,014$910iApproximate average salary by contribution assumption: employee only about $22,759 at 4% or $15,173 at 6%; with 50% employer match about $15,173 at 4% or $10,115 at 6%; with 100% employer match about $11,380 at 4% or $7,586 at 6%.
2009112$39,772$10,161$847iApproximate average salary by contribution assumption: employee only about $21,169 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,408 at 6%; with 100% employer match about $10,584 at 4% or $7,056 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-12$39,772$10,161$847iApproximate average salary by contribution assumption: employee only about $21,169 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,408 at 6%; with 100% employer match about $10,584 at 4% or $7,056 at 6%.
2008124$23,683$12,036$502iApproximate average salary by contribution assumption: employee only about $12,538 at 4% or $8,358 at 6%; with 50% employer match about $8,358 at 4% or $5,572 at 6%; with 100% employer match about $6,269 at 4% or $4,179 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-24$23,683$12,036$502iApproximate average salary by contribution assumption: employee only about $12,538 at 4% or $8,358 at 6%; with 50% employer match about $8,358 at 4% or $5,572 at 6%; with 100% employer match about $6,269 at 4% or $4,179 at 6%.
2007124$27,412$20,105$838iApproximate average salary by contribution assumption: employee only about $20,943 at 4% or $13,962 at 6%; with 50% employer match about $13,962 at 4% or $9,308 at 6%; with 100% employer match about $10,471 at 4% or $6,981 at 6%.
Bergman Medical Group 401 K Profit Sharing Plan Trust-24$27,412$20,105$838iApproximate average salary by contribution assumption: employee only about $20,943 at 4% or $13,962 at 6%; with 50% employer match about $13,962 at 4% or $9,308 at 6%; with 100% employer match about $10,471 at 4% or $6,981 at 6%.