2023 Form 5500 filing — Bergstrom Inc Profit Sharing And Employee Savings 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 20250320081953NAL0006546385001) for Bergstrom Inc Profit Sharing And Employee Savings Plan, reported by Bergstrom Inc under EIN 36-2138104 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320081953NAL0006546385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bergstrom Inc
- EIN
- 36-2138104
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,824,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,824,418
- Employer contributions
- $1,129,874
- Participant contributions
- $2,224,576
- Total income / additions
- $12,025,837
- Benefits paid
- $3,759,474
- Administrative expenses
- $98,231
- Total expenses
- $3,857,705
- Net increase / (decrease)
- $8,168,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $72,604 | $0 |
| Clifton Larson Allen, Llp | NONE | $12,600 | not reported in the loaded dataset |
| Newport Trust Company | NONE | $10,469 | $0 |