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BERGSTROM CORPORATION 401(K) PLAN 401k Plan overview

Plan NameBERGSTROM CORPORATION 401(K) PLAN
Plan identification number 001

BERGSTROM CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BERGSTROM CORPORATION, INC.
Employer identification number (EIN):391202572
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGSTROM CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARC SNYDER
0012016-01-01MARC SNYDER
0012015-01-01MARC SNYDER
0012014-01-01MARC SNYDER
0012013-01-01MARC SNYDER
0012012-01-01MARC SNYDER
0012011-01-01MARC SNYDER MARC SNYDER2012-07-27
0012010-01-01MARC SNYDER MARC SNYDER2011-07-26
0012009-01-01MARC SNYDER MARC SNYDER2010-07-20

Plan Statistics for BERGSTROM CORPORATION 401(K) PLAN

401k plan membership statisitcs for BERGSTROM CORPORATION 401(K) PLAN

Measure Date Value
2022: BERGSTROM CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,897
Total number of active participants reported on line 7a of the Form 55002022-01-011,587
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-01312
Total of all active and inactive participants2022-01-011,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,929
Number of participants with account balances2022-01-011,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: BERGSTROM CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,966
Total number of active participants reported on line 7a of the Form 55002021-01-011,523
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01286
Total of all active and inactive participants2021-01-011,833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-011,841
Number of participants with account balances2021-01-011,233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: BERGSTROM CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,575
Total number of active participants reported on line 7a of the Form 55002020-01-011,551
Number of retired or separated participants receiving benefits2020-01-0159
Number of other retired or separated participants entitled to future benefits2020-01-01310
Total of all active and inactive participants2020-01-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,923
Number of participants with account balances2020-01-011,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: BERGSTROM CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,613
Total number of active participants reported on line 7a of the Form 55002019-01-011,507
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-011,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,537
Number of participants with account balances2019-01-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: BERGSTROM CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,766
Total number of active participants reported on line 7a of the Form 55002018-01-011,452
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01114
Total of all active and inactive participants2018-01-011,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,574
Number of participants with account balances2018-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0154
2017: BERGSTROM CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,658
Total number of active participants reported on line 7a of the Form 55002017-01-011,477
Number of retired or separated participants receiving benefits2017-01-0131
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-011,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,706
Number of participants with account balances2017-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0189
2016: BERGSTROM CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,583
Total number of active participants reported on line 7a of the Form 55002016-01-011,430
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01166
Total of all active and inactive participants2016-01-011,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,618
Number of participants with account balances2016-01-011,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0155
2015: BERGSTROM CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,506
Total number of active participants reported on line 7a of the Form 55002015-01-011,286
Number of retired or separated participants receiving benefits2015-01-0135
Number of other retired or separated participants entitled to future benefits2015-01-01172
Total of all active and inactive participants2015-01-011,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,495
Number of participants with account balances2015-01-01997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0139
2014: BERGSTROM CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,385
Total number of active participants reported on line 7a of the Form 55002014-01-011,213
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01159
Total of all active and inactive participants2014-01-011,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,389
Number of participants with account balances2014-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: BERGSTROM CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,297
Total number of active participants reported on line 7a of the Form 55002013-01-011,134
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,292
Number of participants with account balances2013-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: BERGSTROM CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,248
Total number of active participants reported on line 7a of the Form 55002012-01-011,075
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01137
Total of all active and inactive participants2012-01-011,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,226
Number of participants with account balances2012-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: BERGSTROM CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,161
Total number of active participants reported on line 7a of the Form 55002011-01-011,031
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,162
Number of participants with account balances2011-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: BERGSTROM CORPORATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,099
Total number of active participants reported on line 7a of the Form 55002010-01-01946
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-01128
Total of all active and inactive participants2010-01-011,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,087
Number of participants with account balances2010-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: BERGSTROM CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,291
Total number of active participants reported on line 7a of the Form 55002009-01-01878
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-01154
Total of all active and inactive participants2009-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,043
Number of participants with account balances2009-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on BERGSTROM CORPORATION 401(K) PLAN

Measure Date Value
2022 : BERGSTROM CORPORATION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,619,104
Total of all expenses incurred2022-12-31$4,651,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,435,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,394,929
Value of total assets at end of year2022-12-31$69,592,615
Value of total assets at beginning of year2022-12-31$84,863,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$216,250
Total interest from all sources2022-12-31$20,096
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$381,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$381,665
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,445,254
Participant contributions at end of year2022-12-31$391,893
Participant contributions at beginning of year2022-12-31$379,678
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$139,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,197
Administrative expenses (other) incurred2022-12-31$13,544
Total non interest bearing cash at end of year2022-12-31$4,562
Total non interest bearing cash at beginning of year2022-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,270,701
Value of net assets at end of year (total assets less liabilities)2022-12-31$69,592,615
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,863,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$202,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,407,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,175,100
Interest on participant loans2022-12-31$20,096
Value of interest in common/collective trusts at end of year2022-12-31$32,785,370
Value of interest in common/collective trusts at beginning of year2022-12-31$36,303,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,836,493
Net investment gain or loss from common/collective trusts2022-12-31$-5,579,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$809,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,435,347
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : BERGSTROM CORPORATION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$16,639,207
Total of all expenses incurred2021-12-31$5,076,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,818,596
Value of total corrective distributions2021-12-31$12,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,787,182
Value of total assets at end of year2021-12-31$84,863,316
Value of total assets at beginning of year2021-12-31$73,300,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$245,519
Total interest from all sources2021-12-31$20,911
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$375,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$375,428
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,162,674
Participant contributions at end of year2021-12-31$379,678
Participant contributions at beginning of year2021-12-31$441,768
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$832,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,726
Other income not declared elsewhere2021-12-31$104
Administrative expenses (other) incurred2021-12-31$16,825
Total non interest bearing cash at end of year2021-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,562,915
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,863,316
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,300,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$228,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,175,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,663,535
Interest on participant loans2021-12-31$20,911
Value of interest in common/collective trusts at end of year2021-12-31$36,303,341
Value of interest in common/collective trusts at beginning of year2021-12-31$32,193,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,732,301
Net investment gain or loss from common/collective trusts2021-12-31$3,723,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$792,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,818,596
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : BERGSTROM CORPORATION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,651,958
Total of all expenses incurred2020-12-31$5,605,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,385,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,944,039
Value of total assets at end of year2020-12-31$73,300,401
Value of total assets at beginning of year2020-12-31$61,253,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$219,545
Total interest from all sources2020-12-31$30,270
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$372,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$372,945
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,476,682
Participant contributions at end of year2020-12-31$441,768
Participant contributions at beginning of year2020-12-31$518,017
Participant contributions at beginning of year2020-12-31$12,266
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$614,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,875
Other income not declared elsewhere2020-12-31$283
Administrative expenses (other) incurred2020-12-31$11,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,046,733
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,300,401
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$61,253,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$207,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,663,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,358,303
Interest on participant loans2020-12-31$30,270
Value of interest in common/collective trusts at end of year2020-12-31$32,193,372
Value of interest in common/collective trusts at beginning of year2020-12-31$25,363,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,642,470
Net investment gain or loss from common/collective trusts2020-12-31$4,661,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$852,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,385,680
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : BERGSTROM CORPORATION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$17,024,394
Total of all expenses incurred2019-12-31$3,368,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,164,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,096,248
Value of total assets at end of year2019-12-31$61,253,668
Value of total assets at beginning of year2019-12-31$47,597,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$204,380
Total interest from all sources2019-12-31$26,879
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$446,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$446,131
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,946,077
Participant contributions at end of year2019-12-31$518,017
Participant contributions at beginning of year2019-12-31$383,769
Participant contributions at end of year2019-12-31$12,266
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$319,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,733
Administrative expenses (other) incurred2019-12-31$13,267
Total non interest bearing cash at beginning of year2019-12-31$1,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,655,679
Value of net assets at end of year (total assets less liabilities)2019-12-31$61,253,668
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,597,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$191,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,358,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,639,020
Interest on participant loans2019-12-31$26,879
Value of interest in common/collective trusts at end of year2019-12-31$25,363,207
Value of interest in common/collective trusts at beginning of year2019-12-31$18,572,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,574,246
Net investment gain or loss from common/collective trusts2019-12-31$3,880,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$830,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,164,335
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : BERGSTROM CORPORATION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,316,620
Total of all expenses incurred2018-12-31$4,754,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,551,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,944,921
Value of total assets at end of year2018-12-31$47,597,989
Value of total assets at beginning of year2018-12-31$50,035,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$202,827
Total interest from all sources2018-12-31$17,989
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$328,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$328,749
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,238,580
Participant contributions at end of year2018-12-31$383,769
Participant contributions at beginning of year2018-12-31$362,473
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,043,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,733
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,743
Administrative expenses (other) incurred2018-12-31$15,586
Total non interest bearing cash at end of year2018-12-31$1,090
Total non interest bearing cash at beginning of year2018-12-31$16,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,437,742
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,597,989
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,035,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$187,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,639,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,480,853
Interest on participant loans2018-12-31$17,989
Value of interest in common/collective trusts at end of year2018-12-31$18,572,377
Value of interest in common/collective trusts at beginning of year2018-12-31$18,174,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,229,020
Net investment gain or loss from common/collective trusts2018-12-31$-746,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$663,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,551,535
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : BERGSTROM CORPORATION 401(K) PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$59,949
Total income from all sources (including contributions)2017-12-31$11,749,863
Total of all expenses incurred2017-12-31$3,866,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,676,133
Value of total corrective distributions2017-12-31$443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,057,186
Value of total assets at end of year2017-12-31$50,035,731
Value of total assets at beginning of year2017-12-31$42,212,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$189,843
Total interest from all sources2017-12-31$18,652
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$368,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$368,503
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,184,146
Participant contributions at end of year2017-12-31$362,473
Participant contributions at beginning of year2017-12-31$366,797
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$226,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$59,949
Administrative expenses (other) incurred2017-12-31$14,680
Total non interest bearing cash at end of year2017-12-31$16,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,883,444
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,035,731
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,152,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$175,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,480,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,624,839
Interest on participant loans2017-12-31$18,652
Value of interest in common/collective trusts at end of year2017-12-31$18,174,522
Value of interest in common/collective trusts at beginning of year2017-12-31$15,218,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,042,872
Net investment gain or loss from common/collective trusts2017-12-31$2,262,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$647,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,676,133
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : BERGSTROM CORPORATION 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,682
Total income from all sources (including contributions)2016-12-31$7,182,901
Total of all expenses incurred2016-12-31$3,718,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,488,101
Value of total corrective distributions2016-12-31$59,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,003,302
Value of total assets at end of year2016-12-31$42,212,236
Value of total assets at beginning of year2016-12-31$38,710,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$170,253
Total interest from all sources2016-12-31$14,953
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$316,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$316,581
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,008,563
Participant contributions at end of year2016-12-31$366,797
Participant contributions at beginning of year2016-12-31$345,560
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$351,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,865
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$59,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,682
Administrative expenses (other) incurred2016-12-31$15,517
Total non interest bearing cash at beginning of year2016-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,464,645
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,152,287
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,687,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$154,736
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,624,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,065,556
Interest on participant loans2016-12-31$14,953
Value of interest in common/collective trusts at end of year2016-12-31$15,218,964
Value of interest in common/collective trusts at beginning of year2016-12-31$13,297,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,047,754
Net investment gain or loss from common/collective trusts2016-12-31$800,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$643,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,488,101
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : BERGSTROM CORPORATION 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$59,028
Total income from all sources (including contributions)2015-12-31$3,636,592
Total of all expenses incurred2015-12-31$3,808,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,617,967
Value of total corrective distributions2015-12-31$23,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,933,533
Value of total assets at end of year2015-12-31$38,710,324
Value of total assets at beginning of year2015-12-31$38,918,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$167,048
Total interest from all sources2015-12-31$17,630
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$320,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$320,280
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,796,637
Participant contributions at end of year2015-12-31$345,560
Participant contributions at beginning of year2015-12-31$398,593
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$535,199
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$59,028
Administrative expenses (other) incurred2015-12-31$12,008
Total non interest bearing cash at end of year2015-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-171,643
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,687,642
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,859,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$155,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,065,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,640,409
Interest on participant loans2015-12-31$17,630
Value of interest in common/collective trusts at end of year2015-12-31$13,297,318
Value of interest in common/collective trusts at beginning of year2015-12-31$12,873,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-638,290
Net investment gain or loss from common/collective trusts2015-12-31$3,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$601,697
Employer contributions (assets) at beginning of year2015-12-31$3,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,617,967
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : BERGSTROM CORPORATION 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,746
Total income from all sources (including contributions)2014-12-31$5,780,880
Total of all expenses incurred2014-12-31$1,708,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,497,265
Value of total corrective distributions2014-12-31$60,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,313,620
Value of total assets at end of year2014-12-31$38,918,313
Value of total assets at beginning of year2014-12-31$34,791,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$150,999
Total interest from all sources2014-12-31$18,767
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$374,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$374,018
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,443,877
Participant contributions at end of year2014-12-31$398,593
Participant contributions at beginning of year2014-12-31$363,379
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$306,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$59,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,746
Administrative expenses (other) incurred2014-12-31$10,228
Total non interest bearing cash at beginning of year2014-12-31$-144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,072,319
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,859,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,786,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$140,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,640,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,694,591
Interest on participant loans2014-12-31$18,767
Value of interest in common/collective trusts at end of year2014-12-31$12,873,991
Value of interest in common/collective trusts at beginning of year2014-12-31$11,730,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,427,408
Net investment gain or loss from common/collective trusts2014-12-31$647,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$562,864
Employer contributions (assets) at end of year2014-12-31$3,610
Employer contributions (assets) at beginning of year2014-12-31$1,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,497,265
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : BERGSTROM CORPORATION 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,746
Total income from all sources (including contributions)2013-12-31$9,501,011
Total of all expenses incurred2013-12-31$1,551,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,413,028
Value of total corrective distributions2013-12-31$4,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,924,024
Value of total assets at end of year2013-12-31$34,791,712
Value of total assets at beginning of year2013-12-31$26,837,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,115
Total interest from all sources2013-12-31$16,535
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$217,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$217,967
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,116,147
Participant contributions at end of year2013-12-31$363,379
Participant contributions at beginning of year2013-12-31$333,480
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$242,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,746
Administrative expenses (other) incurred2013-12-31$9,395
Total non interest bearing cash at end of year2013-12-31$-144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,949,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,786,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,837,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$124,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,694,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,482,584
Interest on participant loans2013-12-31$16,535
Value of interest in common/collective trusts at end of year2013-12-31$11,730,643
Value of interest in common/collective trusts at beginning of year2013-12-31$10,020,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,716,811
Net investment gain or loss from common/collective trusts2013-12-31$1,625,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$565,177
Employer contributions (assets) at end of year2013-12-31$1,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,413,028
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : BERGSTROM CORPORATION 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$724
Total income from all sources (including contributions)2012-12-31$5,846,104
Total of all expenses incurred2012-12-31$1,866,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,748,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,707,523
Value of total assets at end of year2012-12-31$26,837,948
Value of total assets at beginning of year2012-12-31$22,859,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,540
Total interest from all sources2012-12-31$16,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$216,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$216,128
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,850,378
Participant contributions at end of year2012-12-31$333,480
Participant contributions at beginning of year2012-12-31$398,506
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$358,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,698
Administrative expenses (other) incurred2012-12-31$6,894
Total non interest bearing cash at beginning of year2012-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,979,633
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,837,948
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,858,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$110,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,482,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,028,075
Interest on participant loans2012-12-31$16,568
Value of interest in common/collective trusts at end of year2012-12-31$10,020,411
Value of interest in common/collective trusts at beginning of year2012-12-31$8,430,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,001,830
Net investment gain or loss from common/collective trusts2012-12-31$904,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$499,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,748,931
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$724
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : BERGSTROM CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,318
Total income from all sources (including contributions)2011-12-31$1,931,552
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,454,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,329,930
Value of total corrective distributions2011-12-31$724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,478,775
Value of total assets at end of year2011-12-31$22,859,039
Value of total assets at beginning of year2011-12-31$22,388,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$123,990
Total interest from all sources2011-12-31$16,226
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$222,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$222,197
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,648,471
Participant contributions at end of year2011-12-31$398,506
Participant contributions at beginning of year2011-12-31$329,066
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$353,077
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,491
Administrative expenses (other) incurred2011-12-31$3,749
Total non interest bearing cash at end of year2011-12-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$476,908
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,858,315
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,381,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$120,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,028,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,802,335
Interest on participant loans2011-12-31$16,226
Value of interest in common/collective trusts at end of year2011-12-31$8,430,751
Value of interest in common/collective trusts at beginning of year2011-12-31$8,255,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-680,622
Net investment gain or loss from common/collective trusts2011-12-31$-105,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$477,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,329,930
Liabilities. Value of benefit claims payable at end of year2011-12-31$724
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$7,318
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31390859910
2010 : BERGSTROM CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,871
Total income from all sources (including contributions)2010-12-31$4,066,622
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,361,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,218,729
Value of total corrective distributions2010-12-31$7,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,373,227
Value of total assets at end of year2010-12-31$22,388,725
Value of total assets at beginning of year2010-12-31$19,703,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$135,406
Total interest from all sources2010-12-31$12,001
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$172,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$172,942
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,321,578
Participant contributions at end of year2010-12-31$329,066
Participant contributions at beginning of year2010-12-31$198,309
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$51,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,585
Administrative expenses (other) incurred2010-12-31$4,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,705,169
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,381,407
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,676,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$131,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,802,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,260,764
Interest on participant loans2010-12-31$12,001
Value of interest in common/collective trusts at end of year2010-12-31$8,255,833
Value of interest in common/collective trusts at beginning of year2010-12-31$10,242,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,276,999
Net investment gain or loss from common/collective trusts2010-12-31$1,231,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,218,729
Liabilities. Value of benefit claims payable at end of year2010-12-31$7,318
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$26,871
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2010-12-31390859910
2009 : BERGSTROM CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BERGSTROM CORPORATION 401(K) PLAN

2022: BERGSTROM CORPORATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGSTROM CORPORATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGSTROM CORPORATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGSTROM CORPORATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGSTROM CORPORATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERGSTROM CORPORATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGSTROM CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGSTROM CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGSTROM CORPORATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGSTROM CORPORATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERGSTROM CORPORATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERGSTROM CORPORATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERGSTROM CORPORATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BERGSTROM CORPORATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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