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BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN
Plan identification number 001

BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERGMANN ASSOC, ARCHITECTS,ENGINEER LANDSCAPE ARCHITECTS&SURVEYORS,DPC has sponsored the creation of one or more 401k plans.

Company Name:BERGMANN ASSOC, ARCHITECTS,ENGINEER LANDSCAPE ARCHITECTS&SURVEYORS,DPC
Employer identification number (EIN):251407718
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about BERGMANN ASSOC, ARCHITECTS,ENGINEER LANDSCAPE ARCHITECTS&SURVEYORS,DPC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3099366

More information about BERGMANN ASSOC, ARCHITECTS,ENGINEER LANDSCAPE ARCHITECTS&SURVEYORS,DPC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SCOTT W. LOCKWOOD SCOTT W. LOCKWOOD2018-07-27
0012016-01-01SCOTT W. LOCKWOOD SCOTT W. LOCKWOOD2017-07-24
0012015-01-01ROBERT MCCUBBIN ROBERT MCCUBBIN2016-07-29
0012014-01-01ROBERT MCCUBBIN ROBERT MCCUBBIN2015-10-05
0012013-01-01ROBERT MCCUBBIN ROBERT MCCUBBIN2014-10-07
0012012-01-01ROBERT K MCCUBBIN
0012011-01-01ROBERT MCCUBBIN
0012010-01-01ROBERT MCCUBBIN
0012009-01-01ROBERT MCCUBBIN

Plan Statistics for BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01690
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01642
Total number of active participants reported on line 7a of the Form 55002021-01-01479
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01210
Total of all active and inactive participants2021-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01690
Number of participants with account balances2021-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01608
Total number of active participants reported on line 7a of the Form 55002020-01-01441
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01196
Total of all active and inactive participants2020-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01638
Number of participants with account balances2020-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01543
Total number of active participants reported on line 7a of the Form 55002019-01-01408
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01188
Total of all active and inactive participants2019-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01597
Number of participants with account balances2019-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01547
Total number of active participants reported on line 7a of the Form 55002018-01-01351
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01189
Total of all active and inactive participants2018-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01540
Number of participants with account balances2018-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01523
Total number of active participants reported on line 7a of the Form 55002017-01-01381
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01544
Number of participants with account balances2017-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01498
Total number of active participants reported on line 7a of the Form 55002016-01-01379
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01513
Number of participants with account balances2016-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01467
Total number of active participants reported on line 7a of the Form 55002015-01-01397
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01498
Number of participants with account balances2015-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01479
Total number of active participants reported on line 7a of the Form 55002014-01-01358
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01104
Total of all active and inactive participants2014-01-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01462
Number of participants with account balances2014-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01522
Total number of active participants reported on line 7a of the Form 55002013-01-01369
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01478
Number of participants with account balances2013-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01453
Total number of active participants reported on line 7a of the Form 55002012-01-01425
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-01518
Total participants2012-01-01518
Number of participants with account balances2012-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01441
Total number of active participants reported on line 7a of the Form 55002011-01-01347
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01453
Number of participants with account balances2011-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01430
Total number of active participants reported on line 7a of the Form 55002010-01-01353
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01441
Number of participants with account balances2010-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01417
Total number of active participants reported on line 7a of the Form 55002009-01-01353
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01430
Number of participants with account balances2009-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-01$0
Total transfer of assets from this plan2022-03-01$84,895,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-01$0
Total income from all sources (including contributions)2022-03-01$-6,488,156
Total loss/gain on sale of assets2022-03-01$0
Total of all expenses incurred2022-03-01$2,324,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-01$2,301,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-01$140,095
Value of total assets at end of year2022-03-01$0
Value of total assets at beginning of year2022-03-01$93,707,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-01$22,506
Total interest from all sources2022-03-01$21,511
Total dividends received (eg from common stock, registered investment company shares)2022-03-01$38,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-03-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-03-01$38,201
Was this plan covered by a fidelity bond2022-03-01Yes
Value of fidelity bond cover2022-03-01$500,000
If this is an individual account plan, was there a blackout period2022-03-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-01$0
Were there any nonexempt tranactions with any party-in-interest2022-03-01No
Contributions received from participants2022-03-01$126,009
Participant contributions at end of year2022-03-01$0
Participant contributions at beginning of year2022-03-01$385,905
Other income not declared elsewhere2022-03-01$14,145
Administrative expenses (other) incurred2022-03-01$22,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-01No
Value of net income/loss2022-03-01$-8,812,299
Value of net assets at end of year (total assets less liabilities)2022-03-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-03-01$93,707,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-01No
Were any leases to which the plan was party in default or uncollectible2022-03-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-01$85,427,888
Interest on participant loans2022-03-01$3,952
Interest earned on other investments2022-03-01$17,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-01$7,893,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-01$-6,702,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-01No
Was there a failure to transmit to the plan any participant contributions2022-03-01No
Has the plan failed to provide any benefit when due under the plan2022-03-01No
Contributions received in cash from employer2022-03-01$14,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-01$2,301,637
Did the plan have assets held for investment2022-03-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-01Yes
Opinion of an independent qualified public accountant for this plan2022-03-01Unqualified
Accountancy firm name2022-03-01MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2022-03-01161092347
2021 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,381,077
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,094,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,952,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,457,953
Value of total assets at end of year2021-12-31$93,707,768
Value of total assets at beginning of year2021-12-31$81,421,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$142,380
Total interest from all sources2021-12-31$177,728
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,074,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,074,965
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,307,458
Participant contributions at end of year2021-12-31$385,905
Participant contributions at beginning of year2021-12-31$517,069
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$863,895
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$142,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,286,154
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,707,768
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,421,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,427,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,616,685
Interest on participant loans2021-12-31$23,868
Interest earned on other investments2021-12-31$153,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,893,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,287,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,670,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,286,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,952,543
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2021-12-31161092347
2020 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$16,217,502
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,946,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,815,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,119,425
Value of total assets at end of year2020-12-31$81,421,614
Value of total assets at beginning of year2020-12-31$70,151,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$131,672
Total interest from all sources2020-12-31$185,911
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$912,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$912,136
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,748,977
Participant contributions at end of year2020-12-31$517,069
Participant contributions at beginning of year2020-12-31$508,543
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,048,905
Administrative expenses (other) incurred2020-12-31$131,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,270,534
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,421,614
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,151,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,616,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,446,425
Interest on participant loans2020-12-31$33,327
Interest earned on other investments2020-12-31$152,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,287,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,196,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,000,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,321,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,815,296
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2020-12-31161092347
2019 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,305,237
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,702,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,566,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,475,728
Value of total assets at end of year2019-12-31$70,151,080
Value of total assets at beginning of year2019-12-31$55,547,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$136,013
Total interest from all sources2019-12-31$167,620
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,113,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,113,698
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,187,163
Participant contributions at end of year2019-12-31$508,543
Participant contributions at beginning of year2019-12-31$470,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$261,367
Administrative expenses (other) incurred2019-12-31$136,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,603,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,151,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,547,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,446,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,776,104
Interest on participant loans2019-12-31$26,074
Interest earned on other investments2019-12-31$141,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,196,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,301,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,548,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,027,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,566,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2019-12-31161092347
2018 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$651,081
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,912,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,767,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,135,009
Value of total assets at end of year2018-12-31$55,547,956
Value of total assets at beginning of year2018-12-31$61,809,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$145,296
Total interest from all sources2018-12-31$137,930
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$916,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$916,040
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,913,876
Participant contributions at end of year2018-12-31$470,602
Participant contributions at beginning of year2018-12-31$490,200
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$68,733
Other income not declared elsewhere2018-12-31$2,434
Administrative expenses (other) incurred2018-12-31$145,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,261,744
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,547,956
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,809,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,776,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,888,256
Interest on participant loans2018-12-31$21,810
Interest earned on other investments2018-12-31$116,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,301,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,431,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,540,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,152,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,767,529
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2018-12-31161092347
2017 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,430,768
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,763,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,641,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,682,165
Value of total assets at end of year2017-12-31$61,809,700
Value of total assets at beginning of year2017-12-31$51,132,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$122,336
Total interest from all sources2017-12-31$141,565
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$853,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$853,886
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,883,208
Participant contributions at end of year2017-12-31$490,200
Participant contributions at beginning of year2017-12-31$425,084
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,798,325
Administrative expenses (other) incurred2017-12-31$122,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,666,795
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,809,700
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,132,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,888,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,433,353
Interest on participant loans2017-12-31$20,152
Interest earned on other investments2017-12-31$121,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,431,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,274,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,753,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,000,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,641,637
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2017-12-31161092347
2016 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,280,272
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,576,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,454,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,192,950
Value of total assets at end of year2016-12-31$51,132,630
Value of total assets at beginning of year2016-12-31$45,428,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$122,017
Total interest from all sources2016-12-31$130,734
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$796,317
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$796,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,655,071
Participant contributions at end of year2016-12-31$425,084
Participant contributions at beginning of year2016-12-31$505,533
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$570,589
Administrative expenses (other) incurred2016-12-31$122,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,703,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,132,630
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,428,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,433,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,130,143
Interest on participant loans2016-12-31$18,935
Interest earned on other investments2016-12-31$111,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,274,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,793,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,160,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$967,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,454,560
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2016-12-31161092347
2015 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,215,235
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,191,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,056,245
Expenses. Certain deemed distributions of participant loans2015-12-31$3,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,494,752
Value of total assets at end of year2015-12-31$45,428,935
Value of total assets at beginning of year2015-12-31$44,405,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,840
Total interest from all sources2015-12-31$133,884
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$740,369
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$740,369
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,469,690
Participant contributions at end of year2015-12-31$505,533
Participant contributions at beginning of year2015-12-31$547,202
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$147,944
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$131,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,023,514
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,428,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,405,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,130,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,896,655
Interest on participant loans2015-12-31$23,519
Interest earned on other investments2015-12-31$110,365
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,793,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,961,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,153,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$877,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,056,245
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2015-12-31161092347
2014 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,099,303
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,803,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,700,443
Expenses. Certain deemed distributions of participant loans2014-12-31$1,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,378,250
Value of total assets at end of year2014-12-31$44,405,421
Value of total assets at beginning of year2014-12-31$41,109,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,783
Total interest from all sources2014-12-31$78,898
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$667,843
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$667,843
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,328,944
Participant contributions at end of year2014-12-31$547,202
Participant contributions at beginning of year2014-12-31$474,945
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$327,743
Administrative expenses (other) incurred2014-12-31$101,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,295,995
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,405,421
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,109,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$38,896,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,167,180
Interest on participant loans2014-12-31$23,815
Interest earned on other investments2014-12-31$55,083
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$2,294,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,961,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,172,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,964,230
Net investment gain or loss from common/collective trusts2014-12-31$10,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$721,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,700,443
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2014-12-31161092347
2013 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$104,704
Total income from all sources (including contributions)2013-12-31$8,661,399
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,595,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,580,897
Expenses. Certain deemed distributions of participant loans2013-12-31$11,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,108,204
Value of total assets at end of year2013-12-31$41,109,426
Value of total assets at beginning of year2013-12-31$34,148,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,900
Total interest from all sources2013-12-31$27,038
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$489,389
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$489,389
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,200,663
Participant contributions at end of year2013-12-31$474,945
Participant contributions at beginning of year2013-12-31$377,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$81,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$104,704
Other income not declared elsewhere2013-12-31$419
Administrative expenses (other) incurred2013-12-31$2,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,065,663
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,109,426
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,043,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$35,167,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,661,642
Interest on participant loans2013-12-31$16,348
Interest earned on other investments2013-12-31$10,690
Value of interest in common/collective trusts at end of year2013-12-31$2,294,539
Value of interest in common/collective trusts at beginning of year2013-12-31$1,447,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,662,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,662,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,172,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,017,550
Net investment gain or loss from common/collective trusts2013-12-31$18,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$826,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,580,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2013-12-31161092347
2012 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$676,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$104,704
Total income from all sources (including contributions)2012-12-31$6,911,716
Total of all expenses incurred2012-12-31$1,985,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,938,591
Expenses. Certain deemed distributions of participant loans2012-12-31$45,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,105,974
Value of total assets at end of year2012-12-31$34,148,467
Value of total assets at beginning of year2012-12-31$28,441,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,500
Total interest from all sources2012-12-31$19,120
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,000,758
Participant contributions at end of year2012-12-31$377,000
Participant contributions at beginning of year2012-12-31$484,457
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$160,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$104,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,926,178
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,043,763
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,441,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,661,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,779,473
Interest on participant loans2012-12-31$19,120
Value of interest in common/collective trusts at end of year2012-12-31$1,447,599
Value of interest in common/collective trusts at beginning of year2012-12-31$1,302,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,662,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$875,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$875,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,786,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$944,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,938,591
Contract administrator fees2012-12-31$1,500
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MENGEL METZGER BARR & CO LLP
Accountancy firm EIN2012-12-31161092347
2011 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,974,232
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,392,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,359,258
Expenses. Certain deemed distributions of participant loans2011-12-31$30,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,261,530
Value of total assets at end of year2011-12-31$28,441,270
Value of total assets at beginning of year2011-12-31$27,859,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,750
Total interest from all sources2011-12-31$22,307
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,750
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,999,855
Participant contributions at end of year2011-12-31$484,457
Participant contributions at beginning of year2011-12-31$443,801
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$423,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$581,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,441,270
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,859,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,779,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,670,102
Interest on participant loans2011-12-31$22,307
Value of interest in common/collective trusts at end of year2011-12-31$1,302,204
Value of interest in common/collective trusts at beginning of year2011-12-31$604,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$875,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,141,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,141,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,309,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$838,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,359,258
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MENGEL METZGER BARR & CO. LLP
Accountancy firm EIN2011-12-31161092347
2010 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,278,013
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,581,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,563,326
Expenses. Certain deemed distributions of participant loans2010-12-31$15,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,089,692
Value of total assets at end of year2010-12-31$27,859,884
Value of total assets at beginning of year2010-12-31$23,162,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,375
Total interest from all sources2010-12-31$25,371
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,973,425
Participant contributions at end of year2010-12-31$443,801
Participant contributions at beginning of year2010-12-31$418,400
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$97,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,696,899
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,859,884
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,162,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,670,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,657,488
Interest on participant loans2010-12-31$25,371
Value of interest in common/collective trusts at end of year2010-12-31$604,440
Value of interest in common/collective trusts at beginning of year2010-12-31$597,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,141,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,489,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,489,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,162,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,019,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,563,326
Contract administrator fees2010-12-31$2,375
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MENGEL METZGER BARR & CO. LLP
Accountancy firm EIN2010-12-31161092347
2009 : BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN

2022: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERGMANN ASSOCIATES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-03-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered690
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered638
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered597
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered544
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered498
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered462
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074112
Policy instance 1
Insurance contract or identification number074112
Number of Individuals Covered478
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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