2023 Form 5500 filing — Bergstrom Electric, Inc. Esop
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 20241001125003NAL0007071617001) for Bergstrom Electric, Inc. Esop, reported by Bergstrom Electric, Inc. under EIN 45-0332406 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.3MReported net assets$15,253,488
Participants131
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241001125003NAL0007071617001
- Plan sponsor
- Bergstrom Electric, Inc.
- EIN
- 45-0332406
- Plan number
- 002
- Location
- Grand Forks, ND
- 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)$18M total assets
Net assets$15.3MLiabilities$2.8M
Full reported line items
- Total assets (EOY)
- $18,019,088
- Total liabilities (EOY)
- $2,765,600
- Net assets (EOY)
- $15,253,488
- Employer contributions
- $923,462
- Total income / additions
- $4,657,949
- Benefits paid
- $615,315
- Administrative expenses
- $0
- Total expenses
- $765,334
- Net increase / (decrease)
- $3,892,615