2023 Form 5500 filing — Bergstrom Corporation 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730162834NAL0034929584003) for Bergstrom Corporation 401(K) Plan, reported by Bergstrom Corporation, Inc. under EIN 39-1202572 and plan number 001. It reports 1,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730162834NAL0034929584003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergstrom Corporation, Inc.
- EIN
- 39-1202572
- Plan number
- 001
- Location
- Neenah, WI
- Participants
- 1,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,431,655
- Net assets (EOY)
- $86,431,655
- Employer contributions
- $910,836
- Participant contributions
- $4,715,568
- Total income / additions
- $22,283,076
- Benefits paid
- $5,212,423
- Administrative expenses
- $204,694
- Total expenses
- $5,444,036
- Net increase / (decrease)
- $16,839,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $212,105 | $0 |