401k Plan data: BERGEN ASSET MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST plan

BERGEN ASSET MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	BERGEN ASSET MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

BERGEN ASSET MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

BERGEN ASSET MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: BERGEN ASSET MANAGEMENT LLC

Employer identification number (EIN): 371625481

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGEN ASSET MANAGEMENT, LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EDWARD ROJAS 2024-05-20
001 2022-01-01 EDWARD ROJAS 2023-04-04
001 2021-01-01 EDWARD ROJAS 2022-04-20
001 2020-01-01 EDWARD ROJAS 2021-04-19
001 2019-01-01 EDWARD ROJAS 2020-04-14
001 2018-01-01 EDWARD ROJAS 2019-04-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	EDWARD ROJAS	2024-05-20
001	2022-01-01	EDWARD ROJAS	2023-04-04
001	2021-01-01	EDWARD ROJAS	2022-04-20
001	2020-01-01	EDWARD ROJAS	2021-04-19
001	2019-01-01	EDWARD ROJAS	2020-04-14
001	2018-01-01	EDWARD ROJAS	2019-04-22

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Company Name:	BERGEN ASSET MANAGEMENT LLC
Employer identification number (EIN):	371625481
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services