Plan5500

Bergstrom Corporation 401(K) Plan — Form 5500 plan (Bergstrom Corporation, Inc.)

Plain-English plan 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, Bergstrom Corporation 401(K) Plan is a benefit plan reported by Bergstrom Corporation, Inc. under EIN 39-1202572 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,975 participants and $86,431,655 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bergstrom Corporation, Inc.
EIN
39-1202572
Plan number
001
Plan type
2
Location
Neenah, WI
Latest filing year
2023
Participants
1,975
End-of-year plan assets
$86,431,655

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,975H, C20240730162834NAL0034929584003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$86,431,655
Net assets (EOY)
$86,431,655
Net assets (BOY)
$69,592,615

Income & contributions

Employer contributions
$910,836
Participant contributions
$4,715,568
Total contributions
$8,286,691
Total income / additions
$22,283,076

Expenses & distributions

Benefits paid
$5,212,423
Administrative expenses
$204,694
Total expenses
$5,444,036
Net increase / (decrease)
$16,839,040

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$212,105$02023

Related Form 5500 pages