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BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameBERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN
Plan identification number 001

BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERGLUND MANAGEMENT GROUP has sponsored the creation of one or more 401k plans.

Company Name:BERGLUND MANAGEMENT GROUP
Employer identification number (EIN):541375337
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about BERGLUND MANAGEMENT GROUP

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1986-05-05
Company Identification Number: 0286542
Legal Registered Office Address: 1824 WILLIAMSON RD

ROANOKE
United States of America (USA)
24012

More information about BERGLUND MANAGEMENT GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01A LEE FONACIER
0012017-01-01A LEE FONACIER
0012016-01-01A LEE FONACIER
0012015-01-01A. LEE FONACIER
0012014-01-01A LEE FONACIER A LEE FONACIER2015-10-13
0012013-01-01A. LEE FONACIER
0012012-05-01R GENE MCGUIRE R GENE MCGUIRE2013-10-15
0012011-05-01A. LEE FONACIER A. LEE FONACIER2013-02-13
0012010-05-01A LEE FONACIER
0012009-05-01GENE MCGUIRE

Plan Statistics for BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN

Measure Date Value
2023: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01479
Total number of active participants reported on line 7a of the Form 55002023-01-01382
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0162
Total of all active and inactive participants2023-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01444
Number of participants with account balances2023-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01536
Total number of active participants reported on line 7a of the Form 55002022-01-01409
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01468
Number of participants with account balances2022-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01579
Total number of active participants reported on line 7a of the Form 55002021-01-01459
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01549
Number of participants with account balances2021-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01825
Total number of active participants reported on line 7a of the Form 55002020-01-01669
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01745
Number of participants with account balances2020-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01619
Total number of active participants reported on line 7a of the Form 55002019-01-01696
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01797
Number of participants with account balances2019-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01835
Total number of active participants reported on line 7a of the Form 55002018-01-01470
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01596
Number of participants with account balances2018-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01927
Total number of active participants reported on line 7a of the Form 55002017-01-01737
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01811
Number of participants with account balances2017-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01872
Total number of active participants reported on line 7a of the Form 55002016-01-01825
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01912
Number of participants with account balances2016-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01743
Total number of active participants reported on line 7a of the Form 55002015-01-01780
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01839
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01551
Total number of active participants reported on line 7a of the Form 55002014-01-01644
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01698
Number of participants with account balances2014-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01557
Total number of active participants reported on line 7a of the Form 55002013-01-01403
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01493
Number of participants with account balances2013-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01828
Total number of active participants reported on line 7a of the Form 55002012-05-01493
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0143
Total of all active and inactive participants2012-05-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-011
Total participants2012-05-01537
Number of participants with account balances2012-05-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
2011: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01783
Total number of active participants reported on line 7a of the Form 55002011-05-01666
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-01160
Total of all active and inactive participants2011-05-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-012
Total participants2011-05-01828
Number of participants with account balances2011-05-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2010: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01531
Total number of active participants reported on line 7a of the Form 55002010-05-01616
Number of retired or separated participants receiving benefits2010-05-017
Number of other retired or separated participants entitled to future benefits2010-05-01158
Total of all active and inactive participants2010-05-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-012
Total participants2010-05-01783
Number of participants with account balances2010-05-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-010
2009: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01813
Total number of active participants reported on line 7a of the Form 55002009-05-01417
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-01114
Total of all active and inactive participants2009-05-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01531
Number of participants with account balances2009-05-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-011

Financial Data on BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN

Measure Date Value
2023 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$162
Total income from all sources (including contributions)2023-12-31$3,338,530
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,358,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,258,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,357,238
Value of total assets at end of year2023-12-31$14,277,860
Value of total assets at beginning of year2023-12-31$13,297,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$99,566
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$290,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$290,756
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,352,374
Participant contributions at end of year2023-12-31$24,113
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$4,864
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$37,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$162
Other income not declared elsewhere2023-12-31$16,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$980,434
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,277,860
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,297,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$24,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,044,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,877,831
Value of interest in common/collective trusts at end of year2023-12-31$1,209,248
Value of interest in common/collective trusts at beginning of year2023-12-31$1,419,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,695,986
Net investment gain or loss from common/collective trusts2023-12-31$-22,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,220,533
Contract administrator fees2023-12-31$74,574
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WITHUM, SMITH, + BROWN, P.C.
Accountancy firm EIN2023-12-31222027092
2022 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-859,483
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,439,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,349,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,280,018
Value of total assets at end of year2022-12-31$13,297,588
Value of total assets at beginning of year2022-12-31$15,596,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,378
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$260,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$260,003
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,275,402
Participant contributions at beginning of year2022-12-31$19,245
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$162
Other income not declared elsewhere2022-12-31$16,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,298,634
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,297,426
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,596,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,877,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,257,177
Value of interest in common/collective trusts at end of year2022-12-31$1,419,757
Value of interest in common/collective trusts at beginning of year2022-12-31$1,319,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,357,569
Net investment gain or loss from common/collective trusts2022-12-31$-58,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,347,652
Contract administrator fees2022-12-31$74,384
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM, SMITH, + BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
2021 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,913,565
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,593,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,492,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,393,351
Value of total assets at end of year2021-12-31$15,596,060
Value of total assets at beginning of year2021-12-31$14,276,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,974
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$210,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$210,866
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,161,949
Participant contributions at end of year2021-12-31$19,245
Participant contributions at beginning of year2021-12-31$9,858
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$231,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$69
Other income not declared elsewhere2021-12-31$13,166
Administrative expenses (other) incurred2021-12-31$37,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,319,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,596,060
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,276,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,257,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,960,421
Value of interest in common/collective trusts at end of year2021-12-31$1,319,638
Value of interest in common/collective trusts at beginning of year2021-12-31$1,306,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,272,668
Net investment gain or loss from common/collective trusts2021-12-31$23,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,492,884
Contract administrator fees2021-12-31$53,302
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31O'CONNOR & DREW, P.C.
Accountancy firm EIN2021-12-31043000523
2020 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,776,499
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$919,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$829,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$923,134
Value of total assets at end of year2020-12-31$14,276,422
Value of total assets at beginning of year2020-12-31$12,419,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,280
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$203,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$203,948
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$919,906
Participant contributions at end of year2020-12-31$9,858
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,228
Other income not declared elsewhere2020-12-31$1,221
Administrative expenses (other) incurred2020-12-31$90,280
Total non interest bearing cash at beginning of year2020-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,856,897
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,276,422
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,419,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,960,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,256,417
Value of interest in common/collective trusts at end of year2020-12-31$1,306,143
Value of interest in common/collective trusts at beginning of year2020-12-31$1,163,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,622,004
Net investment gain or loss from common/collective trusts2020-12-31$26,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$829,322
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31O'CONNOR & DREW
Accountancy firm EIN2020-12-31043000523
2019 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,945,593
Total income from all sources (including contributions)2019-12-31$3,945,593
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,181,311
Total of all expenses incurred2019-12-31$1,181,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,103,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,103,641
Value of total corrective distributions2019-12-31$373
Value of total corrective distributions2019-12-31$373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,300,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,300,917
Value of total assets at end of year2019-12-31$12,419,525
Value of total assets at end of year2019-12-31$12,419,525
Value of total assets at beginning of year2019-12-31$9,655,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,297
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$246,766
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$246,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,766
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,766
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$811,880
Contributions received from participants2019-12-31$811,880
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,489,037
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,489,037
Other income not declared elsewhere2019-12-31$2,070
Other income not declared elsewhere2019-12-31$2,070
Administrative expenses (other) incurred2019-12-31$77,297
Administrative expenses (other) incurred2019-12-31$77,297
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at end of year2019-12-31$1
Total non interest bearing cash at beginning of year2019-12-31$57
Total non interest bearing cash at beginning of year2019-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,764,282
Value of net income/loss2019-12-31$2,764,282
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,419,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,419,525
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,655,243
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,655,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,256,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,256,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,313,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,313,430
Value of interest in common/collective trusts at end of year2019-12-31$1,163,107
Value of interest in common/collective trusts at end of year2019-12-31$1,163,107
Value of interest in common/collective trusts at beginning of year2019-12-31$1,341,756
Value of interest in common/collective trusts at beginning of year2019-12-31$1,341,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,364,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,364,993
Net investment gain or loss from common/collective trusts2019-12-31$30,847
Net investment gain or loss from common/collective trusts2019-12-31$30,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,103,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,103,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31O'CONNOR & DREW
Accountancy firm name2019-12-31O'CONNOR & DREW
Accountancy firm EIN2019-12-31043000523
Accountancy firm EIN2019-12-31043000523
2018 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$295,351
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,153,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,059,181
Value of total corrective distributions2018-12-31$19,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$755,043
Value of total assets at end of year2018-12-31$9,655,243
Value of total assets at beginning of year2018-12-31$10,512,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,483
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$150,218
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$755,043
Other income not declared elsewhere2018-12-31$3,633
Administrative expenses (other) incurred2018-12-31$74,483
Total non interest bearing cash at end of year2018-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-857,732
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,655,243
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,512,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,313,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,131,650
Value of interest in common/collective trusts at end of year2018-12-31$1,341,756
Value of interest in common/collective trusts at beginning of year2018-12-31$1,381,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-642,004
Net investment gain or loss from common/collective trusts2018-12-31$28,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,059,181
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31O'CONNOR & DREW
Accountancy firm EIN2018-12-31043000523
2017 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,931,916
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$912,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$828,173
Value of total corrective distributions2017-12-31$13,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$778,476
Value of total assets at end of year2017-12-31$10,512,975
Value of total assets at beginning of year2017-12-31$9,493,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,262
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$143,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$143,935
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$748,355
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,121
Other income not declared elsewhere2017-12-31$700
Administrative expenses (other) incurred2017-12-31$70,262
Total non interest bearing cash at beginning of year2017-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,019,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,512,975
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,493,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,131,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,897,419
Value of interest in common/collective trusts at end of year2017-12-31$1,381,325
Value of interest in common/collective trusts at beginning of year2017-12-31$1,595,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$982,831
Net investment gain or loss from common/collective trusts2017-12-31$25,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$828,173
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31O'CONNOR & DREW
Accountancy firm EIN2017-12-31043000523
2016 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,513,056
Total loss/gain on sale of assets2016-12-31$18
Total of all expenses incurred2016-12-31$443,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$333,280
Value of total corrective distributions2016-12-31$44,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$928,562
Value of total assets at end of year2016-12-31$9,493,151
Value of total assets at beginning of year2016-12-31$8,423,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,289
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$127,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$127,037
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$676,697
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$251,865
Other income not declared elsewhere2016-12-31$2,755
Administrative expenses (other) incurred2016-12-31$65,289
Total non interest bearing cash at end of year2016-12-31$1
Total non interest bearing cash at beginning of year2016-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,070,007
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,493,151
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,423,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,897,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,363,388
Value of interest in common/collective trusts at end of year2016-12-31$1,595,731
Value of interest in common/collective trusts at beginning of year2016-12-31$1,059,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$432,342
Net investment gain or loss from common/collective trusts2016-12-31$22,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$333,280
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$18
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31O'CONNOR & DREW
Accountancy firm EIN2016-12-31043000523
2015 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$510,139
Total loss/gain on sale of assets2015-12-31$10
Total of all expenses incurred2015-12-31$771,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$709,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$692,923
Value of total assets at end of year2015-12-31$8,423,144
Value of total assets at beginning of year2015-12-31$8,684,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,951
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$144,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$144,676
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$644,255
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,668
Other income not declared elsewhere2015-12-31$894
Administrative expenses (other) incurred2015-12-31$61,951
Total non interest bearing cash at end of year2015-12-31$5
Total non interest bearing cash at beginning of year2015-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-261,464
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,423,144
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,684,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,363,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,713,144
Value of interest in common/collective trusts at end of year2015-12-31$1,059,751
Value of interest in common/collective trusts at beginning of year2015-12-31$971,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-344,191
Net investment gain or loss from common/collective trusts2015-12-31$15,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$709,652
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$10
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'CONNOR & DREW
Accountancy firm EIN2015-12-31043000523
2014 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,235,113
Total loss/gain on sale of assets2014-12-31$311
Total of all expenses incurred2014-12-31$956,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$895,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$893,409
Value of total assets at end of year2014-12-31$8,684,608
Value of total assets at beginning of year2014-12-31$8,405,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$60,491
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$363,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$363,274
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$530,931
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$362,478
Other income not declared elsewhere2014-12-31$3,057
Administrative expenses (other) incurred2014-12-31$60,491
Total non interest bearing cash at end of year2014-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$278,807
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,684,608
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,405,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,713,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,429,093
Value of interest in common/collective trusts at end of year2014-12-31$971,454
Value of interest in common/collective trusts at beginning of year2014-12-31$976,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-38,606
Net investment gain or loss from common/collective trusts2014-12-31$13,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$895,815
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$311
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNOR & DREW
Accountancy firm EIN2014-12-31043000523
2013 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,009,549
Total loss/gain on sale of assets2013-12-31$5,547
Total of all expenses incurred2013-12-31$484,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$392,594
Value of total corrective distributions2013-12-31$34,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$434,783
Value of total assets at end of year2013-12-31$8,405,801
Value of total assets at beginning of year2013-12-31$7,880,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,506
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$254,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$254,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$434,783
Other income not declared elsewhere2013-12-31$89
Administrative expenses (other) incurred2013-12-31$57,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$524,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,405,801
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,880,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,429,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,713,026
Value of interest in common/collective trusts at end of year2013-12-31$976,708
Value of interest in common/collective trusts at beginning of year2013-12-31$2,167,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$293,921
Net investment gain or loss from common/collective trusts2013-12-31$21,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$392,594
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,547
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR & DREW
Accountancy firm EIN2013-12-31043000523
2012 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$564,708
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$352,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$314,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$277,383
Value of total assets at end of year2012-12-31$7,880,936
Value of total assets at beginning of year2012-12-31$7,669,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,306
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$119,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$119,637
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$277,383
Other income not declared elsewhere2012-12-31$51
Administrative expenses (other) incurred2012-12-31$38,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$211,820
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,880,936
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,669,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,713,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,508,069
Value of interest in common/collective trusts at end of year2012-12-31$2,167,910
Value of interest in common/collective trusts at beginning of year2012-12-31$2,161,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$138,889
Net investment gain or loss from common/collective trusts2012-12-31$28,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$314,582
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR & DREW
Accountancy firm EIN2012-12-31043000523
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$254,121
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$391,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$310,885
Value of total corrective distributions2012-04-30$22,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$479,978
Value of total assets at end of year2012-04-30$7,669,116
Value of total assets at beginning of year2012-04-30$7,806,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$58,722
Total interest from all sources2012-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$103,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$103,781
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$409,685
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$70,293
Other income not declared elsewhere2012-04-30$20,646
Administrative expenses (other) incurred2012-04-30$58,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-137,542
Value of net assets at end of year (total assets less liabilities)2012-04-30$7,669,116
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$7,806,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$5,508,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$5,810,995
Value of interest in common/collective trusts at end of year2012-04-30$2,161,047
Value of interest in common/collective trusts at beginning of year2012-04-30$1,995,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$-398,290
Net investment gain or loss from common/collective trusts2012-04-30$48,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30Yes
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$310,885
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30O'CONNOR & DREW PC
Accountancy firm EIN2012-04-30043000523
2011 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$1,539,375
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$781,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$718,866
Value of total corrective distributions2011-04-30$7,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$543,987
Value of total assets at end of year2011-04-30$7,806,658
Value of total assets at beginning of year2011-04-30$7,048,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$54,337
Total interest from all sources2011-04-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$92,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$92,610
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$469,115
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$74,872
Other income not declared elsewhere2011-04-30$12,001
Administrative expenses (other) incurred2011-04-30$54,337
Total non interest bearing cash at beginning of year2011-04-30$7,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$758,226
Value of net assets at end of year (total assets less liabilities)2011-04-30$7,806,658
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$7,048,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$5,810,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$5,109,941
Value of interest in common/collective trusts at end of year2011-04-30$1,995,663
Value of interest in common/collective trusts at beginning of year2011-04-30$1,930,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$846,089
Net investment gain or loss from common/collective trusts2011-04-30$44,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30Yes
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$718,866
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30O'CONNOR & DREW PC
Accountancy firm EIN2011-04-30043000523
2010 : BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN

2023: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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