2023 Form 5500 filing — Bertram Associates Employee Benefits 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 20250407133410NAL0016299905001) for Bertram Associates Employee Benefits Plan, reported by Bertram Associates under EIN 22-2449020 and plan number 504. It reports 232 participants. Attached schedule details are not reported in the loaded dataset.
Filing snapshot
- EFAST2 acknowledgement
- 20250407133410NAL0016299905001
- Plan sponsor
- Bertram Associates
- EIN
- 22-2449020
- Plan number
- 504
- Location
- Livingston, NJ
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Frequently asked questions
- What does EFAST2 acknowledgement 20250407133410NAL0016299905001 cover?
- It is the 2023 Form 5500 filing for Bertram Associates Employee Benefits Plan, reported by Bertram Associates (EIN 22-2449020).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedule details are not reported in the loaded dataset.