BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview
| Plan Name | BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Profit-sharing
- 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.
- Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
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401k Sponsoring company profile
BERGSTROM INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about BERGSTROM INSURANCE AGENCY, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 2000-04-07 |
| Company Identification Number: | 0538260 |
| Legal Registered Office Address: |
6809 PATTERSON AVE
RICHMOND
United States of America (USA)
23226
|
More information about BERGSTROM INSURANCE AGENCY, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2022-07-01 | | | | |
| 001 | 2021-07-01 | | | | |
| 001 | 2020-07-01 | | | | |
| 001 | 2019-07-01 | | | | |
| 001 | 2018-07-01 | | | | |
| 001 | 2017-07-01 | STEVEN BERGSTROM | 2018-11-02 | STEVEN BERGSTROM | 2018-11-02 |
| 001 | 2016-07-01 | STEVEN BERGSTROM | 2017-11-10 | STEVEN BERGSTROM | 2017-11-10 |
| 001 | 2015-07-01 | STEVEN BERGSTROM | 2017-04-10 | STEVEN BERGSTROM | 2017-04-10 |
| 001 | 2010-07-01 | STEVEN BERGSTROM | 2011-11-14 | SAME | 2011-11-14 |
| 001 | 2008-07-01 | STEVEN BERGSTROM | | | |
| 001 | 2008-07-01 | SUSAN STEVENS | | | |
| 001 | 2008-07-01 | SUSAN STEVENS | | | |
| 001 | 2008-07-01 | SUSAN STEVENS | | | |
Plan Statistics for BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2008: BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 1 |
| Total of all active and inactive participants | 2008-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
| Total participants | 2008-07-01 | 5 |
| Number of participants with account balances | 2008-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 0 |
Financial Data on BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2009 : BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-06-30 | $-119,870 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $0 |
| Total plan assets at end of year | 2009-06-30 | $607,564 |
| Total plan assets at beginning of year | 2009-06-30 | $727,534 |
| Value of fidelity bond covering the plan | 2009-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2009-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2009-06-30 | $0 |
| Other income received | 2009-06-30 | $-139,370 |
| Net income (gross income less expenses) | 2009-06-30 | $-119,870 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $607,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $727,534 |
| Total contributions received or receivable from employer(s) | 2009-06-30 | $19,500 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-06-30 | $0 |
Form 5500 Responses for BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN
| 2008: BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | Yes |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
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