401k Plan data: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN plan

BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
Plan identification number	001

BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERGSTROM INC. has sponsored the creation of one or more 401k plans.

Company Name: BERGSTROM INC.

Employer identification number (EIN): 362138104

NAIC Classification: 336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 DANIEL GIOVANNETTI
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEVEN L. BOYLE
001 2011-01-01 STEVEN L. BOYLE
001 2009-01-01 STEVEN L. BOYLE

Plan Statistics for BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 615
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 422
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 141
Total of all active and inactive participants 2022-01-01 570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 575
Number of participants with account balances 2022-01-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 594
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 433
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 142
Total of all active and inactive participants 2021-01-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 585
Number of participants with account balances 2021-01-01 504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 442
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 144
Total of all active and inactive participants 2020-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 592
Number of participants with account balances 2020-01-01 494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 27
2019: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 655
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 518
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 139
Total of all active and inactive participants 2019-01-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 668
Number of participants with account balances 2019-01-01 536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 648
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 492
Number of retired or separated participants receiving benefits 2018-01-01 15
Number of other retired or separated participants entitled to future benefits 2018-01-01 122
Total of all active and inactive participants 2018-01-01 629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 629
Number of participants with account balances 2018-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 620
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 487
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 122
Total of all active and inactive participants 2017-01-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 615
Number of participants with account balances 2017-01-01 522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 705
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 479
Number of retired or separated participants receiving benefits 2016-01-01 28
Number of other retired or separated participants entitled to future benefits 2016-01-01 105
Total of all active and inactive participants 2016-01-01 612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 613
Number of participants with account balances 2016-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 834
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 590
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 107
Total of all active and inactive participants 2015-01-01 697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 697
Number of participants with account balances 2015-01-01 572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 807
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 668
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 148
Total of all active and inactive participants 2014-01-01 816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 816
Number of participants with account balances 2014-01-01 678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 844
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 678
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 101
Total of all active and inactive participants 2013-01-01 779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 780
Number of participants with account balances 2013-01-01 632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 777
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 734
Number of retired or separated participants receiving benefits 2012-01-01 25
Number of other retired or separated participants entitled to future benefits 2012-01-01 81
Total of all active and inactive participants 2012-01-01 840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 840
Number of participants with account balances 2012-01-01 604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 670
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 726
Number of retired or separated participants receiving benefits 2011-01-01 74
Total of all active and inactive participants 2011-01-01 800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 800
Number of participants with account balances 2011-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 643
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 470
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 522
Number of participants with account balances 2009-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	615
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	422
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	141
Total of all active and inactive participants	2022-01-01	570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	575
Number of participants with account balances	2022-01-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	594
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	433
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	142
Total of all active and inactive participants	2021-01-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	585
Number of participants with account balances	2021-01-01	504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	442
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	144
Total of all active and inactive participants	2020-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	592
Number of participants with account balances	2020-01-01	494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	27
2019: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	655
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	518
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	139
Total of all active and inactive participants	2019-01-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	668
Number of participants with account balances	2019-01-01	536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	648
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	492
Number of retired or separated participants receiving benefits	2018-01-01	15
Number of other retired or separated participants entitled to future benefits	2018-01-01	122
Total of all active and inactive participants	2018-01-01	629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	629
Number of participants with account balances	2018-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	620
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	487
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	122
Total of all active and inactive participants	2017-01-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	615
Number of participants with account balances	2017-01-01	522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	705
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	479
Number of retired or separated participants receiving benefits	2016-01-01	28
Number of other retired or separated participants entitled to future benefits	2016-01-01	105
Total of all active and inactive participants	2016-01-01	612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	613
Number of participants with account balances	2016-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	834
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	590
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	107
Total of all active and inactive participants	2015-01-01	697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	697
Number of participants with account balances	2015-01-01	572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	807
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	668
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	148
Total of all active and inactive participants	2014-01-01	816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	816
Number of participants with account balances	2014-01-01	678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	844
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	678
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	101
Total of all active and inactive participants	2013-01-01	779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	780
Number of participants with account balances	2013-01-01	632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	777
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	734
Number of retired or separated participants receiving benefits	2012-01-01	25
Number of other retired or separated participants entitled to future benefits	2012-01-01	81
Total of all active and inactive participants	2012-01-01	840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	840
Number of participants with account balances	2012-01-01	604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	670
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	726
Number of retired or separated participants receiving benefits	2011-01-01	74
Total of all active and inactive participants	2011-01-01	800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	800
Number of participants with account balances	2011-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	643
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	470
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	522
Number of participants with account balances	2009-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-6,269,233
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,452,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,370,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,063,118
Value of total assets at end of year	2022-12-31	$51,656,286
Value of total assets at beginning of year	2022-12-31	$62,378,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,239
Total interest from all sources	2022-12-31	$33,749
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,485,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,485,535
Administrative expenses professional fees incurred	2022-12-31	$21,850
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,031,311
Participant contributions at end of year	2022-12-31	$654,242
Participant contributions at beginning of year	2022-12-31	$737,296
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,863
Total non interest bearing cash at end of year	2022-12-31	$43,721
Total non interest bearing cash at beginning of year	2022-12-31	$36,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-10,721,811
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$51,656,286
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$62,378,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$20,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$45,319,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$55,590,582
Interest on participant loans	2022-12-31	$33,749
Value of interest in common/collective trusts at end of year	2022-12-31	$5,638,968
Value of interest in common/collective trusts at beginning of year	2022-12-31	$6,013,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,963,184
Net investment gain or loss from common/collective trusts	2022-12-31	$111,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,019,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,370,339
Contract administrator fees	2022-12-31	$39,689
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$11,635,975
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,263,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,176,973
Value of total corrective distributions	2021-12-31	$5,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,731,772
Value of total assets at end of year	2021-12-31	$62,378,097
Value of total assets at beginning of year	2021-12-31	$53,005,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,453
Total interest from all sources	2021-12-31	$45,643
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,022,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,022,834
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,851,535
Participant contributions at end of year	2021-12-31	$737,296
Participant contributions at beginning of year	2021-12-31	$929,572
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$15,734
Total non interest bearing cash at end of year	2021-12-31	$36,967
Total non interest bearing cash at beginning of year	2021-12-31	$30,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,372,537
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$62,378,097
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$53,005,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$20,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$55,590,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$44,894,884
Interest on participant loans	2021-12-31	$45,643
Value of interest in common/collective trusts at end of year	2021-12-31	$6,013,252
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,150,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,728,660
Net investment gain or loss from common/collective trusts	2021-12-31	$107,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$864,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,176,973
Contract administrator fees	2021-12-31	$60,753
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$7,355,077
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$8,128,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,043,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,781,147
Value of total assets at end of year	2020-12-31	$53,005,560
Value of total assets at beginning of year	2020-12-31	$53,778,502
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$84,592
Total interest from all sources	2020-12-31	$51,435
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,088,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,088,011
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,483,420
Participant contributions at end of year	2020-12-31	$929,572
Participant contributions at beginning of year	2020-12-31	$1,002,966
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$42,747
Total non interest bearing cash at end of year	2020-12-31	$30,499
Total non interest bearing cash at beginning of year	2020-12-31	$23,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-772,942
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$53,005,560
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$53,778,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$44,894,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$49,051,507
Interest on participant loans	2020-12-31	$51,435
Value of interest in common/collective trusts at end of year	2020-12-31	$7,150,605
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,700,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,321,610
Net investment gain or loss from common/collective trusts	2020-12-31	$112,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$254,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,043,427
Contract administrator fees	2020-12-31	$58,717
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$12,920,073
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,465,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,387,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,569,258
Value of total assets at end of year	2019-12-31	$53,778,502
Value of total assets at beginning of year	2019-12-31	$43,323,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$77,395
Total interest from all sources	2019-12-31	$44,607
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,401,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,401,997
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,054,748
Participant contributions at end of year	2019-12-31	$1,002,966
Participant contributions at beginning of year	2019-12-31	$813,342
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$496,076
Total non interest bearing cash at end of year	2019-12-31	$23,651
Total non interest bearing cash at beginning of year	2019-12-31	$15,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$10,454,688
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$53,778,502
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$43,323,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$16,275
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$49,051,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$38,581,009
Interest on participant loans	2019-12-31	$44,607
Value of interest in common/collective trusts at end of year	2019-12-31	$3,700,378
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,914,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,814,092
Net investment gain or loss from common/collective trusts	2019-12-31	$90,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,018,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,387,990
Contract administrator fees	2019-12-31	$61,120
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$549,092
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,138,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,050,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,066,436
Value of total assets at end of year	2018-12-31	$43,323,814
Value of total assets at beginning of year	2018-12-31	$44,913,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$88,416
Total interest from all sources	2018-12-31	$33,952
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,458,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,458,464
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,827,528
Participant contributions at end of year	2018-12-31	$813,342
Participant contributions at beginning of year	2018-12-31	$718,199
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$7,125
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$313,851
Total non interest bearing cash at end of year	2018-12-31	$15,099
Total non interest bearing cash at beginning of year	2018-12-31	$31,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,589,602
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$43,323,814
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$44,913,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$28,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$38,581,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$39,997,672
Interest on participant loans	2018-12-31	$33,952
Value of interest in common/collective trusts at end of year	2018-12-31	$3,914,364
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,939,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,087,371
Net investment gain or loss from common/collective trusts	2018-12-31	$77,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$925,057
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$219,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,050,278
Contract administrator fees	2018-12-31	$60,216
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$8,536,463
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,149,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,087,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,670,458
Value of total assets at end of year	2017-12-31	$44,913,416
Value of total assets at beginning of year	2017-12-31	$39,526,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$61,784
Total interest from all sources	2017-12-31	$32,119
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,689,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,689,130
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,681,675
Participant contributions at end of year	2017-12-31	$718,199
Participant contributions at beginning of year	2017-12-31	$763,377
Participant contributions at end of year	2017-12-31	$7,125
Participant contributions at beginning of year	2017-12-31	$6,293
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$86,580
Administrative expenses (other) incurred	2017-12-31	$2,923
Total non interest bearing cash at end of year	2017-12-31	$31,688
Total non interest bearing cash at beginning of year	2017-12-31	$7,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,387,193
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$44,913,416
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$39,526,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$24,804
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$39,997,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$34,053,084
Interest on participant loans	2017-12-31	$32,119
Value of interest in common/collective trusts at end of year	2017-12-31	$3,939,003
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,492,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,074,437
Net investment gain or loss from common/collective trusts	2017-12-31	$70,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$902,203
Employer contributions (assets) at end of year	2017-12-31	$219,729
Employer contributions (assets) at beginning of year	2017-12-31	$204,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,087,486
Contract administrator fees	2017-12-31	$34,057
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$6,120,566
Total of all expenses incurred	2016-12-31	$2,431,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,310,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,734,959
Value of total assets at end of year	2016-12-31	$39,526,223
Value of total assets at beginning of year	2016-12-31	$35,836,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$120,953
Total interest from all sources	2016-12-31	$35,549
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,120,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,120,733
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,672,230
Participant contributions at end of year	2016-12-31	$763,377
Participant contributions at beginning of year	2016-12-31	$919,289
Participant contributions at end of year	2016-12-31	$6,293
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$158,828
Total non interest bearing cash at end of year	2016-12-31	$7,031
Total non interest bearing cash at beginning of year	2016-12-31	$5,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,689,225
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$39,526,223
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$35,836,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$26,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$34,053,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,750,807
Interest on participant loans	2016-12-31	$35,549
Value of interest in common/collective trusts at end of year	2016-12-31	$4,492,095
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,920,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,162,157
Net investment gain or loss from common/collective trusts	2016-12-31	$67,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$903,901
Employer contributions (assets) at end of year	2016-12-31	$204,343
Employer contributions (assets) at beginning of year	2016-12-31	$240,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,310,388
Contract administrator fees	2016-12-31	$94,453
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2015 401k financial data
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	$2,802,237
Total of all expenses incurred	2015-12-31	$2,732,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,616,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,322,648
Value of total assets at end of year	2015-12-31	$35,836,998
Value of total assets at beginning of year	2015-12-31	$35,766,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$115,263
Total interest from all sources	2015-12-31	$37,168
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,242,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,242,604
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,858,825
Participant contributions at end of year	2015-12-31	$919,289
Participant contributions at beginning of year	2015-12-31	$973,415
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$538
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$436,856
Total non interest bearing cash at end of year	2015-12-31	$5,454
Total non interest bearing cash at beginning of year	2015-12-31	$2,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$70,074
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$35,836,998
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$35,766,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$29,384
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$30,750,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$30,634,985
Interest on participant loans	2015-12-31	$37,168
Value of interest in common/collective trusts at end of year	2015-12-31	$3,920,456
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,883,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,853,842
Net investment gain or loss from common/collective trusts	2015-12-31	$53,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,026,967
Employer contributions (assets) at end of year	2015-12-31	$240,992
Employer contributions (assets) at beginning of year	2015-12-31	$271,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,616,900
Contract administrator fees	2015-12-31	$85,879
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2014 401k financial data
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	$5,893
Total income from all sources (including contributions)	2014-12-31	$5,057,218
Total of all expenses incurred	2014-12-31	$1,370,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,246,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,952,857
Value of total assets at end of year	2014-12-31	$35,766,924
Value of total assets at beginning of year	2014-12-31	$32,086,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$124,198
Total interest from all sources	2014-12-31	$36,616
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,084,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,084,044
Administrative expenses professional fees incurred	2014-12-31	$102,548
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,833,910
Participant contributions at end of year	2014-12-31	$973,415
Participant contributions at beginning of year	2014-12-31	$929,114
Participant contributions at end of year	2014-12-31	$538
Participant contributions at beginning of year	2014-12-31	$35,337
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$78,678
Other income not declared elsewhere	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$4,410
Total non interest bearing cash at end of year	2014-12-31	$2,474
Total non interest bearing cash at beginning of year	2014-12-31	$11,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,686,517
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$35,766,924
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$32,080,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$30,634,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$27,078,957
Interest on participant loans	2014-12-31	$36,616
Value of interest in common/collective trusts at end of year	2014-12-31	$3,883,899
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,795,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$983,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,040,269
Employer contributions (assets) at end of year	2014-12-31	$271,613
Employer contributions (assets) at beginning of year	2014-12-31	$235,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,246,503
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$1,483
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$27,272
Total income from all sources (including contributions)	2013-12-31	$7,773,884
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,111,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,014,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,716,851
Value of total assets at end of year	2013-12-31	$32,086,300
Value of total assets at beginning of year	2013-12-31	$25,444,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$96,610
Total interest from all sources	2013-12-31	$32,010
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$777,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$81,085
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,697,115
Participant contributions at end of year	2013-12-31	$929,114
Participant contributions at beginning of year	2013-12-31	$744,167
Participant contributions at end of year	2013-12-31	$35,337
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$80,149
Liabilities. Value of operating payables at end of year	2013-12-31	$4,410
Liabilities. Value of operating payables at beginning of year	2013-12-31	$3,803
Total non interest bearing cash at end of year	2013-12-31	$11,940
Total non interest bearing cash at beginning of year	2013-12-31	$74,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,662,780
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$32,080,407
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$25,417,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$15,525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$27,078,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,284,834
Interest on participant loans	2013-12-31	$32,010
Interest earned on other investments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$3,795,911
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,122,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,200,002
Net investment gain or loss from common/collective trusts	2013-12-31	$47,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$939,587
Employer contributions (assets) at end of year	2013-12-31	$235,041
Employer contributions (assets) at beginning of year	2013-12-31	$219,255
Income. Dividends from common stock	2013-12-31	$777,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,014,494
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$1,483
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$23,469
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTON GUNDERSON LLP
Accountancy firm EIN	2013-12-31	370802863
2012 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$27,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,067
Total income from all sources (including contributions)	2012-12-31	$5,505,628
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,183,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,090,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,779,890
Value of total assets at end of year	2012-12-31	$25,444,899
Value of total assets at beginning of year	2012-12-31	$21,096,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$92,939
Total interest from all sources	2012-12-31	$32,025
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$434,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$434,585
Administrative expenses professional fees incurred	2012-12-31	$4,950
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,748,265
Participant contributions at end of year	2012-12-31	$744,167
Participant contributions at beginning of year	2012-12-31	$763,043
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$64,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$167
Administrative expenses (other) incurred	2012-12-31	$67
Liabilities. Value of operating payables at end of year	2012-12-31	$3,803
Liabilities. Value of operating payables at beginning of year	2012-12-31	$900
Total non interest bearing cash at end of year	2012-12-31	$74,264
Total non interest bearing cash at beginning of year	2012-12-31	$2,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,322,305
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$25,417,627
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,095,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$5,175
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,284,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,558,925
Interest on participant loans	2012-12-31	$32,025
Value of interest in common/collective trusts at end of year	2012-12-31	$4,122,379
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,548,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,192,591
Net investment gain or loss from common/collective trusts	2012-12-31	$66,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$966,728
Employer contributions (assets) at end of year	2012-12-31	$219,255
Employer contributions (assets) at beginning of year	2012-12-31	$223,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,090,384
Contract administrator fees	2012-12-31	$82,747
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$23,469
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTON GUNDERSON, LLP
Accountancy firm EIN	2012-12-31	370802863
2011 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$212
Total income from all sources (including contributions)	2011-12-31	$2,027,840
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$741,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$663,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,368,426
Value of total assets at end of year	2011-12-31	$21,096,389
Value of total assets at beginning of year	2011-12-31	$19,808,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$77,255
Total interest from all sources	2011-12-31	$32,217
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$374,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$374,687
Administrative expenses professional fees incurred	2011-12-31	$4,800
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,516,677
Participant contributions at end of year	2011-12-31	$763,043
Participant contributions at beginning of year	2011-12-31	$691,597
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$17,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$212
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at end of year	2011-12-31	$900
Total non interest bearing cash at end of year	2011-12-31	$2,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,286,625
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,095,322
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,808,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$21,236
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,558,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,041,551
Interest on participant loans	2011-12-31	$32,217
Value of interest in common/collective trusts at end of year	2011-12-31	$3,548,250
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,899,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-812,317
Net investment gain or loss from common/collective trusts	2011-12-31	$64,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$834,555
Employer contributions (assets) at end of year	2011-12-31	$223,830
Employer contributions (assets) at beginning of year	2011-12-31	$176,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$663,960
Contract administrator fees	2011-12-31	$51,219
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$4,150
Total income from all sources (including contributions)	2010-12-31	$4,064,884
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$623,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$544,875
Value of total corrective distributions	2010-12-31	$212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,815,939
Value of total assets at end of year	2010-12-31	$19,808,909
Value of total assets at beginning of year	2010-12-31	$16,370,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$77,921
Total interest from all sources	2010-12-31	$36,856
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,197,935
Participant contributions at end of year	2010-12-31	$691,597
Participant contributions at beginning of year	2010-12-31	$656,951
Participant contributions at beginning of year	2010-12-31	$20,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$4,150
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,441,876
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,808,697
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$16,366,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$77,921
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,041,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$12,981,841
Interest on participant loans	2010-12-31	$36,856
Value of interest in common/collective trusts at end of year	2010-12-31	$2,899,350
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,712,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,148,160
Net investment gain or loss from common/collective trusts	2010-12-31	$63,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$618,004
Employer contributions (assets) at end of year	2010-12-31	$176,411
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$544,875
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON, LLP
Accountancy firm EIN	2010-12-31	370802863
2009 : BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN

2022: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BERGSTROM INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERGSTROM INC.
Employer identification number (EIN):	362138104
NAIC Classification:	336300