Bertram Electric Inc. Profit Sharing Plan — Form 5500 plan (Bertram Electric, Inc.)
Plain-English plan 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, Bertram Electric Inc. Profit Sharing Plan is a benefit plan reported by Bertram Electric, Inc. under EIN 41-1354836 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,321,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bertram Electric, Inc.
- EIN
- 41-1354836
- Plan number
- 001
- Plan type
- 2
- Location
- Cold Spring, MN
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $1,321,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240730104607NAL0013288115001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,321,510
- Net assets (EOY)
- $1,321,510
- Net assets (BOY)
- $942,861
Income & contributions
- Employer contributions
- $30,348
- Total income / additions
- $378,649
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $378,649
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.