401k Plan data: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN plan

BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Life insurance

401k Sponsoring company profile

BERTREM PRODUCTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BERTREM PRODUCTS, INC.

Employer identification number (EIN): 731239143

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01 JEFF BERTREM 2015-10-14
002 2013-01-01 JEFF BERTREM 2015-10-14
002 2012-01-01 JEFF BERTREM
002 2011-01-01 JEFF BERTREM

Plan Statistics for BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$45,320
Total plan assets at end of year	2012-12-31	$79,899
Total plan assets at beginning of year	2012-12-31	$34,579
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$8,864
Other income received	2012-12-31	$-2,949
Net income (gross income less expenses)	2012-12-31	$45,320
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$79,899
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$34,579
Total contributions received or receivable from employer(s)	2012-12-31	$39,405
2011 : BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,579
Total plan assets at end of year	2011-12-31	$34,579
Total plan assets at beginning of year	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$34,579
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$34,579
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$34,579

Form 5500 Responses for BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

2012: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERTREM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

Policy instance

Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,204
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,024
Insurance broker organization code?	3
Insurance broker name	NFP INSURANCE SERVICES INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

107120

Policy instance

Insurance contract or identification number	107120
Number of Individuals Covered	10
Insurance policy start date	2012-09-05
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $42
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41
Insurance broker organization code?	7
Insurance broker name	THE SENEX GROUP

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Company Name:	BERTREM PRODUCTS, INC.
Employer identification number (EIN):	731239143
NAIC Classification:	339900

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01	JEFF BERTREM	2015-10-14
002	2013-01-01	JEFF BERTREM	2015-10-14
002	2012-01-01	JEFF BERTREM
002	2011-01-01	JEFF BERTREM