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BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameBERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN
Plan identification number 003

BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERGELECTRIC, CORP. has sponsored the creation of one or more 401k plans.

Company Name:BERGELECTRIC, CORP.
Employer identification number (EIN):951459684
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about BERGELECTRIC, CORP.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 280843

More information about BERGELECTRIC, CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01STEVE BUHR
0032016-01-01STEVE BUHR
0032015-01-01STEVE BUHR
0032014-01-01STEVE BUHR
0032013-01-01STEVE BUHR
0032012-01-01STEVE BUHR
0032011-01-01STEVE BUHR
0032009-01-01STEVE BUHR

Plan Statistics for BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,340
Total number of active participants reported on line 7a of the Form 55002022-01-011,528
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01679
Total of all active and inactive participants2022-01-012,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,214
Number of participants with account balances2022-01-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,282
Total number of active participants reported on line 7a of the Form 55002021-01-011,737
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01597
Total of all active and inactive participants2021-01-012,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,340
Number of participants with account balances2021-01-011,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,366
Total number of active participants reported on line 7a of the Form 55002020-01-011,714
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01563
Total of all active and inactive participants2020-01-012,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,282
Number of participants with account balances2020-01-011,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,313
Total number of active participants reported on line 7a of the Form 55002019-01-011,837
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01522
Total of all active and inactive participants2019-01-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-012,366
Number of participants with account balances2019-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,441
Total number of active participants reported on line 7a of the Form 55002018-01-011,773
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01536
Total of all active and inactive participants2018-01-012,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-012,313
Number of participants with account balances2018-01-011,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,375
Total number of active participants reported on line 7a of the Form 55002017-01-011,936
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01499
Total of all active and inactive participants2017-01-012,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-012,441
Number of participants with account balances2017-01-011,732
2016: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,399
Total number of active participants reported on line 7a of the Form 55002016-01-011,897
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01472
Total of all active and inactive participants2016-01-012,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,375
Number of participants with account balances2016-01-011,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,558
Total number of active participants reported on line 7a of the Form 55002015-01-011,893
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01501
Total of all active and inactive participants2015-01-012,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,399
Number of participants with account balances2015-01-011,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,079
Total number of active participants reported on line 7a of the Form 55002014-01-012,090
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01465
Total of all active and inactive participants2014-01-012,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,558
Number of participants with account balances2014-01-011,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,431
Total number of active participants reported on line 7a of the Form 55002013-01-012,592
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01487
Total of all active and inactive participants2013-01-013,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,079
Number of participants with account balances2013-01-012,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,345
Total number of active participants reported on line 7a of the Form 55002012-01-012,050
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01381
Total of all active and inactive participants2012-01-012,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,431
Number of participants with account balances2012-01-011,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,434
Total number of active participants reported on line 7a of the Form 55002011-01-011,813
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01532
Total of all active and inactive participants2011-01-012,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,345
Number of participants with account balances2011-01-011,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,849
Total number of active participants reported on line 7a of the Form 55002009-01-011,679
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01657
Total of all active and inactive participants2009-01-012,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,336
Number of participants with account balances2009-01-011,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$152
Total income from all sources (including contributions)2022-12-31$-4,612,370
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,282,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,936,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,609,207
Value of total assets at end of year2022-12-31$102,258,953
Value of total assets at beginning of year2022-12-31$120,154,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$346,127
Total interest from all sources2022-12-31$132,464
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,376,631
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$2,376,631
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
Participant contributions at end of year2022-12-31$3,150,547
Participant contributions at beginning of year2022-12-31$3,294,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$152
Other income not declared elsewhere2022-12-31$1,043
Administrative expenses (other) incurred2022-12-31$346,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,895,159
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,258,953
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$120,154,112
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$86,700,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$108,732,800
Interest on participant loans2022-12-31$130,840
Value of interest in common/collective trusts at end of year2022-12-31$11,275,919
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,796,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,796,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,866,351
Net investment gain or loss from common/collective trusts2022-12-31$134,636
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,609,207
Employer contributions (assets) at end of year2022-12-31$1,131,502
Employer contributions (assets) at beginning of year2022-12-31$1,330,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,936,662
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 name2022-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN2022-12-31330690020
2021 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,524,719
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,706,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,338,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,206,554
Value of total assets at end of year2021-12-31$120,154,264
Value of total assets at beginning of year2021-12-31$106,336,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$368,095
Total interest from all sources2021-12-31$140,703
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,861,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,861,341
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$14,206,554
Amount contributed by the employer to the plan for this plan year2021-12-31$14,206,554
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$3,294,473
Participant contributions at beginning of year2021-12-31$3,008,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$117
Administrative expenses (other) incurred2021-12-31$368,095
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$23
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$13,817,790
Value of net assets at end of year (total assets less liabilities)2021-12-31$120,154,112
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$106,336,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$108,732,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,576,112
Interest on participant loans2021-12-31$132,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,796,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,610,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,610,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,316,004
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$14,206,554
Employer contributions (assets) at end of year2021-12-31$1,330,715
Employer contributions (assets) at beginning of year2021-12-31$1,141,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,338,834
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 name2021-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN2021-12-31330690020
2020 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$88,895
Total income from all sources (including contributions)2020-12-31$25,334,498
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,223,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,924,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,388,341
Value of total assets at end of year2020-12-31$106,336,322
Value of total assets at beginning of year2020-12-31$90,314,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$298,854
Total interest from all sources2020-12-31$161,553
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,355,087
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$1,355,087
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$13,247,025
Amount contributed by the employer to the plan for this plan year2020-12-31$13,247,025
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$3,008,658
Participant contributions at beginning of year2020-12-31$2,711,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$88,895
Other income not declared elsewhere2020-12-31$601
Administrative expenses (other) incurred2020-12-31$298,854
Total non interest bearing cash at end of year2020-12-31$23
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,110,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$106,336,322
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$90,225,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,576,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,225,987
Interest on participant loans2020-12-31$142,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,610,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,598,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,598,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$18,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,428,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,388,341
Employer contributions (assets) at end of year2020-12-31$1,141,338
Employer contributions (assets) at beginning of year2020-12-31$777,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,924,715
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 name2020-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN2020-12-31330690020
2019 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,067,963
Total income from all sources (including contributions)2019-12-31$23,067,963
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,829,929
Total of all expenses incurred2019-12-31$7,829,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,534,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,534,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,627,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,627,140
Value of total assets at end of year2019-12-31$90,314,288
Value of total assets at end of year2019-12-31$90,314,288
Value of total assets at beginning of year2019-12-31$74,987,359
Value of total assets at beginning of year2019-12-31$74,987,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$295,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$295,690
Total interest from all sources2019-12-31$187,245
Total interest from all sources2019-12-31$187,245
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,771,610
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,771,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,771,610
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,771,610
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$8,627,139
Amount contributed by the employer to the plan for this plan year2019-12-31$8,627,139
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,711,678
Participant contributions at end of year2019-12-31$2,711,678
Participant contributions at beginning of year2019-12-31$2,417,926
Participant contributions at beginning of year2019-12-31$2,417,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$88,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$88,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$442
Other income not declared elsewhere2019-12-31$442
Administrative expenses (other) incurred2019-12-31$295,690
Administrative expenses (other) incurred2019-12-31$295,690
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
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$15,238,034
Value of net income/loss2019-12-31$15,238,034
Value of net assets at end of year (total assets less liabilities)2019-12-31$90,225,393
Value of net assets at end of year (total assets less liabilities)2019-12-31$90,225,393
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,987,359
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,987,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,225,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,225,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$68,192,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$68,192,547
Interest on participant loans2019-12-31$128,726
Interest on participant loans2019-12-31$128,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,598,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,598,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,784,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,784,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,784,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,784,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$58,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$58,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,481,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,481,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,627,139
Contributions received in cash from employer2019-12-31$8,627,139
Employer contributions (assets) at end of year2019-12-31$777,907
Employer contributions (assets) at end of year2019-12-31$777,907
Employer contributions (assets) at beginning of year2019-12-31$592,626
Employer contributions (assets) at beginning of year2019-12-31$592,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,534,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,534,239
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm name2019-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN2019-12-31330690020
Accountancy firm EIN2019-12-31330690020
2018 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,060,585
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,737,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,402,162
Value of total corrective distributions2018-12-31$2,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,299,630
Value of total assets at end of year2018-12-31$74,987,359
Value of total assets at beginning of year2018-12-31$82,663,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$332,263
Total interest from all sources2018-12-31$145,569
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,534,244
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$1,534,244
Administrative expenses professional fees incurred2018-12-31$9,832
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$8,299,630
Amount contributed by the employer to the plan for this plan year2018-12-31$8,299,630
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,417,926
Participant contributions at beginning of year2018-12-31$2,329,548
Administrative expenses (other) incurred2018-12-31$322,431
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,676,554
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,987,359
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$82,663,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$68,192,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,667,617
Interest on participant loans2018-12-31$107,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,784,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,755,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,755,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$38,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,918,858
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$8,299,630
Employer contributions (assets) at end of year2018-12-31$592,626
Employer contributions (assets) at beginning of year2018-12-31$911,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,402,162
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 name2018-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2018-12-31753194011
2017 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$22,094,372
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,732,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,381,656
Value of total corrective distributions2017-12-31$32,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,272,299
Value of total assets at end of year2017-12-31$82,663,913
Value of total assets at beginning of year2017-12-31$70,302,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$319,204
Total interest from all sources2017-12-31$65,398
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,343,339
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$1,343,339
Administrative expenses professional fees incurred2017-12-31$9,350
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$12,267,491
Amount contributed by the employer to the plan for this plan year2017-12-31$12,267,491
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$2,329,548
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,808
Administrative expenses (other) incurred2017-12-31$309,854
Total non interest bearing cash at end of year2017-12-31$137
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,361,497
Value of net assets at end of year (total assets less liabilities)2017-12-31$82,663,913
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,302,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,667,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,263,264
Interest on participant loans2017-12-31$42,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,755,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,225,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,225,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,413,336
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$12,267,491
Employer contributions (assets) at end of year2017-12-31$911,408
Employer contributions (assets) at beginning of year2017-12-31$814,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,381,656
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 name2017-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2017-12-31753194011
2016 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,926,856
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,806,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,527,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,828,713
Value of total assets at end of year2016-12-31$70,302,416
Value of total assets at beginning of year2016-12-31$70,181,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$279,299
Total interest from all sources2016-12-31$12,235
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,171,682
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$1,171,682
Administrative expenses professional fees incurred2016-12-31$5,534
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$10,828,713
Amount contributed by the employer to the plan for this plan year2016-12-31$10,828,713
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$273,765
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$120,546
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,302,416
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,181,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,263,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,093,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,225,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,851,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,851,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,914,226
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$10,828,713
Employer contributions (assets) at end of year2016-12-31$814,138
Employer contributions (assets) at beginning of year2016-12-31$1,236,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,527,011
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 name2016-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2016-12-31753194011
2015 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,498,903
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,345,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,028,937
Value of total corrective distributions2015-12-31$20,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,190,307
Value of total assets at end of year2015-12-31$70,181,870
Value of total assets at beginning of year2015-12-31$71,028,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$296,421
Total interest from all sources2015-12-31$4,969
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,636,017
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$1,636,017
Administrative expenses professional fees incurred2015-12-31$1,500
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$15,190,307
Amount contributed by the employer to the plan for this plan year2015-12-31$15,190,307
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$294,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-846,623
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,181,870
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$71,028,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,093,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,550,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,851,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,251,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,251,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,332,390
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$15,190,307
Employer contributions (assets) at end of year2015-12-31$1,236,531
Employer contributions (assets) at beginning of year2015-12-31$1,226,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,028,937
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 name2015-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2015-12-31753194011
2014 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,953,295
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$16,838,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,736,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,866,450
Value of total assets at end of year2014-12-31$71,028,493
Value of total assets at beginning of year2014-12-31$68,913,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$101,670
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$1,410,916
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,300,499
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$1,300,499
Administrative expenses professional fees incurred2014-12-31$6,054
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$13,640,203
Amount contributed by the employer to the plan for this plan year2014-12-31$13,640,203
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$95,616
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$2,115,207
Value of net assets at end of year (total assets less liabilities)2014-12-31$71,028,493
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$68,913,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,550,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$40,263,330
Interest earned on other investments2014-12-31$1,408,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,251,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$27,541,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-747,459
Net investment gain/loss from pooled separate accounts2014-12-31$2,122,889
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$14,866,450
Employer contributions (assets) at end of year2014-12-31$1,226,246
Employer contributions (assets) at beginning of year2014-12-31$1,108,780
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,736,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2014-12-31753194011
2013 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$14,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,848,704
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,723,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,677,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,200,319
Value of total assets at end of year2013-12-31$68,913,286
Value of total assets at beginning of year2013-12-31$55,802,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,050
Total interest from all sources2013-12-31$847,972
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$15,173,846
Amount contributed by the employer to the plan for this plan year2013-12-31$15,173,846
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$13,983
Administrative expenses (other) incurred2013-12-31$46,050
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$13,124,995
Value of net assets at end of year (total assets less liabilities)2013-12-31$68,913,286
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,802,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$40,263,330
Value of interest in pooled separate accounts at beginning of year2013-12-31$26,665,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$847,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$27,541,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,040,176
Net investment gain/loss from pooled separate accounts2013-12-31$6,786,430
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$15,173,846
Employer contributions (assets) at end of year2013-12-31$1,108,780
Employer contributions (assets) at beginning of year2013-12-31$1,096,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,677,659
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 name2013-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2013-12-31753194011
2012 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$17,605,811
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,338,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,290,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,511,033
Value of total assets at end of year2012-12-31$55,802,486
Value of total assets at beginning of year2012-12-31$47,535,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$48,750
Total interest from all sources2012-12-31$837,120
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$13,511,033
Amount contributed by the employer to the plan for this plan year2012-12-31$13,511,033
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$48,750
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$8,266,897
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,802,486
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,535,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$26,665,557
Value of interest in pooled separate accounts at beginning of year2012-12-31$20,498,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$837,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,040,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,904,016
Net investment gain/loss from pooled separate accounts2012-12-31$3,257,658
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$13,511,033
Employer contributions (assets) at end of year2012-12-31$1,096,753
Employer contributions (assets) at beginning of year2012-12-31$1,133,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,290,164
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 name2012-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2012-12-31753194011
2011 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$32,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,639
Total income from all sources (including contributions)2011-12-31$13,940,890
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,572,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,540,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,080,587
Value of total assets at end of year2011-12-31$47,535,589
Value of total assets at beginning of year2011-12-31$42,202,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,675
Total interest from all sources2011-12-31$806,759
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$14,049,078
Amount contributed by the employer to the plan for this plan year2011-12-31$14,049,078
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,639
Administrative expenses (other) incurred2011-12-31$15,838
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$5,368,625
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,535,589
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,199,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$20,498,076
Value of interest in pooled separate accounts at beginning of year2011-12-31$18,016,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$806,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,904,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,761,133
Net investment gain/loss from pooled separate accounts2011-12-31$-946,456
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$14,049,078
Employer contributions (assets) at end of year2011-12-31$1,133,497
Employer contributions (assets) at beginning of year2011-12-31$1,425,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,540,590
Contract administrator fees2011-12-31$15,837
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 name2011-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2011-12-31753194011
2010 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION 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$3,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,853,750
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,590,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,552,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,052,887
Value of total assets at end of year2010-12-31$42,202,915
Value of total assets at beginning of year2010-12-31$32,936,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,400
Total interest from all sources2010-12-31$708,977
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$13,020,417
Amount contributed by the employer to the plan for this plan year2010-12-31$13,020,417
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,639
Administrative expenses (other) incurred2010-12-31$21,700
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$9,263,221
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,199,276
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,936,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$18,016,420
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,092,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$708,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,761,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,043,508
Net investment gain/loss from pooled separate accounts2010-12-31$2,091,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,052,887
Employer contributions (assets) at end of year2010-12-31$1,425,362
Employer contributions (assets) at beginning of year2010-12-31$799,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,552,129
Contract administrator fees2010-12-31$16,700
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 name2010-12-31MOSS, LEVY & HARTZHEIM, LLP
Accountancy firm EIN2010-12-31753194011
2009 : BERGELECTRIC CORPORATION MONEY PURCHASE PENSION 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$9,195,035
Amount contributed by the employer to the plan for this plan year2009-12-31$9,195,035

Form 5500 Responses for BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888137
Policy instance 1
Insurance contract or identification number888137
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888137
Policy instance 1
Insurance contract or identification number888137
Number of Individuals Covered2138
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $30,082
Total amount of fees paid to insurance companyUSD $29,070
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees29070
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $15,041
Insurance broker nameLAWRENCE MANN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888137
Policy instance 1
Insurance contract or identification number888137
Number of Individuals Covered1889
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,506
Total amount of fees paid to insurance companyUSD $24,885
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24885
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $12,753
Insurance broker nameLAWRENCE MANN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888137
Policy instance 1
Insurance contract or identification number888137
Number of Individuals Covered1907
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $36,368
Total amount of fees paid to insurance companyUSD $21,483
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number888137
Policy instance 1
Insurance contract or identification number888137
Number of Individuals Covered1916
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $50,846
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,423
Insurance broker organization code?3
Insurance broker nameMARK J. GREENBERG

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