| Company Name: | MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING |
| Employer identification number (EIN): | 770159010 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2011-07-13 | |||||
| Date last seen: 2013-08-02 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING 401(K) PROFIT SHARING PLAN | 2012-01-01 | 2008-01-01 |
| 002 | MICHAEL J. BERGQUIST FINANCIAL & ESTATE PLANNING CASH BALANCE PLAN | 2012-01-01 | 2008-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2013-06-20 | Employer Contributions | $ 20,000 | |||
| 2013-06-20 | Employee Contributions | $ 20,000 | |||
| 2013-06-11 | Employer Contributions | $ 20,000 | |||
| 2013-06-11 | Employee Contributions | $ 20,000 | |||
| 2013-06-04 | Employer Contributions | $ 40,000 | |||
| 2013-06-04 | Employee Contributions | $ 40,000 | |||
| 2013-05-22 | Employer Contributions | $ 40,000 | |||
| 2013-05-22 | Employee Contributions | $ 40,000 | |||
| 2013-05-09 | Employer Contributions | $ 20,000 | |||
| 2013-05-09 | Employee Contributions | $ 20,000 | |||
| 2013-04-15 | Employer Contributions | $ 20,000 | |||
| 2013-04-15 | Employee Contributions | $ 20,000 | |||
| 2013-04-02 | Employer Contributions | $ 20,000 | |||
| 2013-04-02 | Employee Contributions | $ 20,000 | |||
| 2013-03-15 | Employer Contributions | $ 20,000 | |||
| 2013-03-15 | Employee Contributions | $ 20,000 | |||
| 2013-02-25 | Employer Contributions | $ 20,000 | |||
| 2013-02-25 | Employee Contributions | $ 20,000 | |||
| 2013-02-08 | Employer Contributions | $ 20,000 | |||
| 2013-02-08 | Employee Contributions | $ 20,000 | |||
| 2013-01-30 | Employer Contributions | $ 20,000 | |||
| 2013-01-30 | Employee Contributions | $ 20,000 | |||
| 2013-01-15 | Employer Contributions | $ 20,000 | |||
| 2013-01-15 | Employee Contributions | $ 20,000 | |||
| 2012-12-21 | Employer Contributions | $ 30,000 | |||
| 2012-12-21 | Employee Contributions | $ 30,000 | |||
| 2012-12-10 | Employer Contributions | $ 20,000 | |||
| 2012-12-10 | Employee Contributions | $ 20,000 | |||
| 2012-11-07 | Employer Contributions | $ 20,000 | |||
| 2012-11-07 | Employee Contributions | $ 20,000 | |||
| 2012-06-13 | Employer Contributions | $ 15,000 | |||
| 2012-06-13 | Employee Contributions | $ 15,000 | |||
| 2012-06-01 | Employer Contributions | $ 20,000 | |||
| 2012-06-01 | Employee Contributions | $ 20,000 | |||
| 2012-05-15 | Employer Contributions | $ 15,000 | |||
| 2012-05-15 | Employee Contributions | $ 15,000 | |||
| 2012-05-02 | Employer Contributions | $ 15,000 | |||
| 2012-05-02 | Employee Contributions | $ 15,000 | |||
| 2012-04-17 | Employer Contributions | $ 15,000 | |||
| 2012-04-17 | Employee Contributions | $ 15,000 | |||
| 2012-04-04 | Employer Contributions | $ 15,000 | |||
| 2012-04-04 | Employee Contributions | $ 15,000 | |||
| 2012-03-20 | Employer Contributions | $ 15,000 | |||
| 2012-03-20 | Employee Contributions | $ 15,000 | |||
| 2012-03-06 | Employer Contributions | $ 15,000 | |||
| 2012-03-06 | Employee Contributions | $ 15,000 | |||
| 2012-02-29 | Employer Contributions | $ 15,000 | |||
| 2012-02-29 | Employee Contributions | $ 15,000 | |||
| 2012-02-10 | Employer Contributions | $ 15,000 | |||
| 2012-02-10 | Employee Contributions | $ 15,000 | |||
| 2012-01-27 | Employer Contributions | $ 15,000 | |||
| 2012-01-27 | Employee Contributions | $ 15,000 | |||
| 2012-01-13 | Employer Contributions | $ 15,000 | |||
| 2012-01-13 | Employee Contributions | $ 15,000 | |||
| 2011-12-28 | Employer Contributions | $ 15,000 | |||
| 2011-12-28 | Employee Contributions | $ 15,000 | |||
| 2011-12-19 | Employer Contributions | $ 15,000 | |||
| 2011-12-19 | Employee Contributions | $ 15,000 | |||
| 2011-12-08 | Employer Contributions | $ 15,000 | |||
| 2011-12-08 | Employee Contributions | $ 15,000 | |||
| 2011-11-18 | Employer Contributions | $ 15,000 | |||
| 2011-11-18 | Employee Contributions | $ 15,000 | |||
| 2011-06-10 | Employer Contributions | $ 48,982 | |||
| 2011-06-10 | Employee Contributions | $ 48,982 | |||
| 2011-06-01 | Employer Contributions | $ 20,000 | |||
| 2011-06-01 | Employee Contributions | $ 20,000 | |||
| 2011-05-23 | Employer Contributions | $ 20,000 | |||
| 2011-05-23 | Employee Contributions | $ 20,000 | |||
| 2011-05-05 | Employer Contributions | $ 20,000 | |||
| 2011-05-05 | Employee Contributions | $ 20,000 | |||
| 2011-04-11 | Employer Contributions | $ 20,000 | |||
| 2011-04-11 | Employee Contributions | $ 20,000 | |||
| 2011-03-09 | Employer Contributions | $ 20,000 | |||
| 2011-03-09 | Employee Contributions | $ 20,000 | |||
| 2011-02-17 | Employer Contributions | $ 20,000 | |||
| 2011-02-17 | Employee Contributions | $ 20,000 | |||
| 2011-01-21 | Employer Contributions | $ 20,000 | |||
| 2011-01-21 | Employee Contributions | $ 20,000 | |||
| 2010-12-09 | Employer Contributions | $ 20,000 | |||
| 2010-12-09 | Employee Contributions | $ 20,000 | |||
| 2010-11-12 | Employer Contributions | $ 20,000 | |||
| 2010-11-12 | Employee Contributions | $ 20,000 | |||
| 2010-10-15 | Employer Contributions | $ 20,000 | |||
| 2010-10-15 | Employee Contributions | $ 20,000 | |||
| 2010-06-18 | Employer Contributions | $ 23,840 | |||
| 2010-06-18 | Employee Contributions | $ 23,840 | |||
| 2010-06-09 | Employer Contributions | $ 30,000 | |||
| 2010-06-09 | Employee Contributions | $ 30,000 | |||
| 2010-05-28 | Employer Contributions | $ 30,000 | |||
| 2010-05-28 | Employee Contributions | $ 30,000 | |||
| 2010-05-06 | Employer Contributions | $ 30,000 | |||
| 2010-05-06 | Employee Contributions | $ 30,000 | |||
| 2010-04-19 | Employer Contributions | $ 30,000 | |||
| 2010-04-19 | Employee Contributions | $ 30,000 | |||
| 2010-04-09 | Employer Contributions | $ 15,000 | |||
| 2010-04-09 | Employee Contributions | $ 15,000 | |||
| 2010-03-30 | Employer Contributions | $ 15,000 | |||
| 2010-03-30 | Employee Contributions | $ 15,000 | |||
| 2010-03-11 | Employer Contributions | $ 10,000 | |||
| 2010-03-11 | Employee Contributions | $ 10,000 | |||
| 2010-02-24 | Employer Contributions | $ 10,000 | |||
| 2010-02-24 | Employee Contributions | $ 10,000 | |||
| 2010-01-22 | Employer Contributions | $ 10,000 | |||
| 2010-01-22 | Employee Contributions | $ 10,000 | |||
| 2009-09-14 | Employer Contributions | $ 3,184 | 2 | $ 1,592 | |
| 2009-09-14 | Employee Contributions | $ 3,184 | 2 | $ 1,592 |