2023 Form 5500 filing — Bertram Electric Inc. Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730104607NAL0013288115001) for Bertram Electric Inc. Profit Sharing Plan, reported by Bertram Electric, Inc. under EIN 41-1354836 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730104607NAL0013288115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bertram Electric, Inc.
- EIN
- 41-1354836
- Plan number
- 001
- Location
- Cold Spring, MN
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,321,510
- Net assets (EOY)
- $1,321,510
- Employer contributions
- $30,348
- Total income / additions
- $378,649
- Total expenses
- $0
- Net increase / (decrease)
- $378,649
- Schedule source
- Schedule I