2023 Form 5500 filing — Bergstrom Corporation 401(K) 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 20240730162834NAL0034929584003) for Bergstrom Corporation 401(K) Plan, reported by Bergstrom Corporation, Inc. under EIN 39-1202572 and plan number 001. It reports 1,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$86.4MReported net assets$86,431,655
Participants2K1,975
Provider compensation$212.1K1 Schedule C row(s)$212,105
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730162834NAL0034929584003
- Plan sponsor
- Bergstrom Corporation, Inc.
- EIN
- 39-1202572
- Plan number
- 001
- Location
- Neenah, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$86.4M total assets
Net assets$86.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $86,431,655
- Net assets (EOY)
- $86,431,655
- Employer contributions
- $910,836
- Participant contributions
- $4,715,568
- Total income / additions
- $22,283,076
- Benefits paid
- $5,212,423
- Administrative expenses
- $204,694
- Total expenses
- $5,444,036
- Net increase / (decrease)
- $16,839,040
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $212,105 | $0 |