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MICHAEL H. BERGMAN CLU PENSION PLAN 401k Plan overview

Plan NameMICHAEL H. BERGMAN CLU PENSION PLAN
Plan identification number 002

MICHAEL H. BERGMAN CLU PENSION 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.
  • 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 covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

MICHAEL H. BERGMAN, CLU has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL H. BERGMAN, CLU
Employer identification number (EIN):223809022
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL H. BERGMAN CLU PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01MICHAEL H. BERGMAN2020-07-07
0022018-01-01MICHAEL H. BERGMAN2019-05-17
0022017-01-01MICHAEL H. BERGMAN2018-07-23
0022016-01-01MICHAEL H. BERGMAN2017-08-03
0022015-01-01MICHAEL H. BERGMAN2016-07-07
0022014-01-01MICHAEL H. BERGMAN2015-08-10
0022013-01-01MICHAEL H. BERGMAN
0022012-01-01MICHAEL H. BERGMAN

Plan Statistics for MICHAEL H. BERGMAN CLU PENSION PLAN

401k plan membership statisitcs for MICHAEL H. BERGMAN CLU PENSION PLAN

Measure Date Value
2022: MICHAEL H. BERGMAN CLU PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MICHAEL H. BERGMAN CLU PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MICHAEL H. BERGMAN CLU PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2013: MICHAEL H. BERGMAN CLU PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL H. BERGMAN CLU PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on MICHAEL H. BERGMAN CLU PENSION PLAN

Measure Date Value
2022 : MICHAEL H. BERGMAN CLU PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-76,171
Expenses. Total of all expenses incurred2022-12-31$42,223
Benefits paid (including direct rollovers)2022-12-31$42,223
Total plan assets at end of year2022-12-31$1,067,297
Total plan assets at beginning of year2022-12-31$1,185,691
Total contributions received or receivable from participants2022-12-31$27,000
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-138,671
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-118,394
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,067,297
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,185,691
Total contributions received or receivable from employer(s)2022-12-31$35,500
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : MICHAEL H. BERGMAN CLU PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$186,505
Expenses. Total of all expenses incurred2021-12-31$38,653
Benefits paid (including direct rollovers)2021-12-31$38,653
Total plan assets at end of year2021-12-31$1,185,691
Total plan assets at beginning of year2021-12-31$1,037,839
Total contributions received or receivable from participants2021-12-31$26,000
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$115,655
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$147,852
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,185,691
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,037,839
Total contributions received or receivable from employer(s)2021-12-31$44,850
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MICHAEL H. BERGMAN CLU PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$89,354
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,037,839
Total plan assets at beginning of year2020-12-31$948,485
Total contributions received or receivable from participants2020-12-31$26,000
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$26,004
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$89,354
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,037,839
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$948,485
Total contributions received or receivable from employer(s)2020-12-31$37,350
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2013 : MICHAEL H. BERGMAN CLU PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$58,066
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$821,542
Total plan assets at beginning of year2013-12-31$763,476
Total contributions received or receivable from participants2013-12-31$1,765
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$51,116
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$58,066
Net plan assets at end of year (total assets less liabilities)2013-12-31$821,542
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$763,476
Total contributions received or receivable from employer(s)2013-12-31$5,185
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : MICHAEL H. BERGMAN CLU PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$763,476
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$763,476
Total plan assets at beginning of year2012-12-31$0
Total contributions received or receivable from participants2012-12-31$24,118
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$700,276
Other income received2012-12-31$0
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$763,476
Net plan assets at end of year (total assets less liabilities)2012-12-31$763,476
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$39,082
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for MICHAEL H. BERGMAN CLU PENSION PLAN

2022: MICHAEL H. BERGMAN CLU PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL H. BERGMAN CLU PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL H. BERGMAN CLU PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL H. BERGMAN CLU PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL H. BERGMAN CLU PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number308629576
Policy instance 1
Insurance contract or identification number308629576
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $105
Commission paid to Insurance BrokerUSD $105
Insurance broker organization code?3
Insurance broker nameMICHAEL BERGMAN
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number308629216
Policy instance 2
Insurance contract or identification number308629216
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $262
Commission paid to Insurance BrokerUSD $262
Insurance broker organization code?3
Insurance broker nameMICHAEL BERGMAN

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