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BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBERGMANN PRECISION 401(K) PROFIT SHARING PLAN
Plan identification number 001

BERGMANN PRECISION 401(K) PROFIT SHARING 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BERGMANN PRECISION has sponsored the creation of one or more 401k plans.

Company Name:BERGMANN PRECISION
Employer identification number (EIN):860461898
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGMANN PRECISION 401(K) PROFIT SHARING 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
0012018-01-01ANDREW WILDRIDGE
0012017-01-01JOHN BERGMANN
0012016-01-01JOHN BERGMANN
0012015-01-01JOHN BERGMANN
0012014-01-01JOHN BERGMANN
0012013-01-01HEATHER ROTHMAN
0012012-01-01JOHN BERGMANN JOHN BERGMANN2013-06-04
0012011-01-01JOHN BERGMANN
0012009-01-01JOHN BERGMANN
0012008-01-01JOHN BERGMANN

Plan Statistics for BERGMANN PRECISION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BERGMANN PRECISION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0181
Total number of active participants reported on line 7a of the Form 55002023-01-0179
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0186
Number of participants with account balances2023-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0187
Total number of active participants reported on line 7a of the Form 55002022-01-0174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0181
Number of participants with account balances2022-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0190
Total number of active participants reported on line 7a of the Form 55002021-01-0180
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0187
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0180
Total number of active participants reported on line 7a of the Form 55002020-01-0183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0190
Number of participants with account balances2020-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0180
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01113
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01106
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01100
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01113
Number of participants with account balances2017-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0189
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01100
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0185
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0189
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0191
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0185
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0190
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0191
Number of participants with account balances2013-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0189
Total number of active participants reported on line 7a of the Form 55002012-01-0185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0190
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0175
Total number of active participants reported on line 7a of the Form 55002011-01-0184
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0189
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01100
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0198
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2008: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01128
Total number of active participants reported on line 7a of the Form 55002008-01-0193
Number of other retired or separated participants entitled to future benefits2008-01-017
Total of all active and inactive participants2008-01-01100
Total participants2008-01-01100
Number of participants with account balances2008-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0113

Financial Data on BERGMANN PRECISION 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$526,067
Expenses. Total of all expenses incurred2023-12-31$56,675
Benefits paid (including direct rollovers)2023-12-31$52,847
Total plan assets at end of year2023-12-31$2,391,450
Total plan assets at beginning of year2023-12-31$1,922,058
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$137,987
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$363,921
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$469,392
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,391,450
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,922,058
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$24,159
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,828
2022 : BERGMANN PRECISION 401(K) PROFIT SHARING 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$0
Total income from all sources2022-12-31$-304,656
Expenses. Total of all expenses incurred2022-12-31$169,091
Benefits paid (including direct rollovers)2022-12-31$147,701
Total plan assets at end of year2022-12-31$1,922,058
Total plan assets at beginning of year2022-12-31$2,395,805
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$127,662
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-458,347
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-473,747
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,922,058
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,395,805
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$26,029
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$17,471
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,919
2021 : BERGMANN PRECISION 401(K) PROFIT SHARING 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$447,484
Expenses. Total of all expenses incurred2021-12-31$303,070
Benefits paid (including direct rollovers)2021-12-31$282,288
Total plan assets at end of year2021-12-31$2,395,805
Total plan assets at beginning of year2021-12-31$2,251,391
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$137,157
Assets. Value of loans (other than to participants)2021-12-31$0
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$284,038
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$144,414
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,395,805
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,251,391
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$26,289
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$16,783
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,999
2020 : BERGMANN PRECISION 401(K) PROFIT SHARING 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$472,909
Expenses. Total of all expenses incurred2020-12-31$124,021
Benefits paid (including direct rollovers)2020-12-31$97,931
Total plan assets at end of year2020-12-31$2,251,391
Total plan assets at beginning of year2020-12-31$1,902,503
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$141,032
Assets. Value of loans (other than to participants)2020-12-31$0
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$303,608
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$348,888
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,251,391
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,902,503
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$28,269
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$22,152
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,938
2019 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$536,609
Expenses. Total of all expenses incurred2019-12-31$164,372
Benefits paid (including direct rollovers)2019-12-31$149,595
Total plan assets at end of year2019-12-31$1,902,503
Total plan assets at beginning of year2019-12-31$1,530,266
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$154,503
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$357,055
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$372,237
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,902,503
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,530,266
Total contributions received or receivable from employer(s)2019-12-31$25,051
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$10,734
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,043
2018 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$69,263
Expenses. Total of all expenses incurred2018-12-31$98,642
Benefits paid (including direct rollovers)2018-12-31$88,375
Total plan assets at end of year2018-12-31$1,530,266
Total plan assets at beginning of year2018-12-31$1,559,645
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$134,179
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-92,989
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-29,379
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,530,266
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,559,645
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$28,073
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$6,459
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,808
2017 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$387,906
Expenses. Total of all expenses incurred2017-12-31$42,565
Benefits paid (including direct rollovers)2017-12-31$22,567
Total plan assets at end of year2017-12-31$1,559,645
Total plan assets at beginning of year2017-12-31$1,214,304
Value of fidelity bond covering the plan2017-12-31$150,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$122,010
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$240,697
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$345,341
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,559,645
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,214,304
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$25,199
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$16,119
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,879
2016 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$245,526
Expenses. Total of all expenses incurred2016-12-31$70,707
Benefits paid (including direct rollovers)2016-12-31$58,781
Total plan assets at end of year2016-12-31$1,214,304
Total plan assets at beginning of year2016-12-31$1,039,485
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$124,940
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$95,811
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$174,819
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,214,304
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,039,485
Total contributions received or receivable from employer(s)2016-12-31$24,775
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$8,137
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,789
2015 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$132,236
Expenses. Total of all expenses incurred2015-12-31$180,648
Benefits paid (including direct rollovers)2015-12-31$176,939
Total plan assets at end of year2015-12-31$1,039,485
Total plan assets at beginning of year2015-12-31$1,087,897
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$108,030
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$1,637
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-48,412
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,039,485
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,087,897
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$22,569
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,709
2014 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$153,560
Expenses. Total of all expenses incurred2014-12-31$4,351
Benefits paid (including direct rollovers)2014-12-31$702
Total plan assets at end of year2014-12-31$1,087,897
Total plan assets at beginning of year2014-12-31$938,688
Value of fidelity bond covering the plan2014-12-31$95,000
Total contributions received or receivable from participants2014-12-31$75,601
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$59,780
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$149,209
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,087,897
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$938,688
Total contributions received or receivable from employer(s)2014-12-31$18,179
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,649
2013 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$212,145
Expenses. Total of all expenses incurred2013-12-31$46,274
Benefits paid (including direct rollovers)2013-12-31$42,594
Total plan assets at end of year2013-12-31$938,688
Total plan assets at beginning of year2013-12-31$772,817
Value of fidelity bond covering the plan2013-12-31$95,000
Total contributions received or receivable from participants2013-12-31$56,898
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$140,083
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$165,871
Net plan assets at end of year (total assets less liabilities)2013-12-31$938,688
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$772,817
Total contributions received or receivable from employer(s)2013-12-31$15,164
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$3,680
2012 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$142,435
Expenses. Total of all expenses incurred2012-12-31$47,707
Benefits paid (including direct rollovers)2012-12-31$44,148
Total plan assets at end of year2012-12-31$772,817
Total plan assets at beginning of year2012-12-31$678,089
Value of fidelity bond covering the plan2012-12-31$95,000
Total contributions received or receivable from participants2012-12-31$39,937
Other income received2012-12-31$88,920
Net income (gross income less expenses)2012-12-31$94,728
Net plan assets at end of year (total assets less liabilities)2012-12-31$772,817
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$678,089
Total contributions received or receivable from employer(s)2012-12-31$13,578
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$29,959
Expenses. Total of all expenses incurred2011-12-31$13,185
Benefits paid (including direct rollovers)2011-12-31$9,591
Total plan assets at end of year2011-12-31$678,089
Total plan assets at beginning of year2011-12-31$661,315
Value of fidelity bond covering the plan2011-12-31$95,000
Total contributions received or receivable from participants2011-12-31$38,448
Other income received2011-12-31$-19,677
Net income (gross income less expenses)2011-12-31$16,774
Net plan assets at end of year (total assets less liabilities)2011-12-31$678,089
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$661,315
Total contributions received or receivable from employer(s)2011-12-31$11,188
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$122,981
Expenses. Total of all expenses incurred2010-12-31$13,187
Benefits paid (including direct rollovers)2010-12-31$9,601
Total plan assets at end of year2010-12-31$661,315
Total plan assets at beginning of year2010-12-31$551,521
Value of fidelity bond covering the plan2010-12-31$95,000
Total contributions received or receivable from participants2010-12-31$32,272
Other income received2010-12-31$77,732
Net income (gross income less expenses)2010-12-31$109,794
Net plan assets at end of year (total assets less liabilities)2010-12-31$661,315
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$551,521
Total contributions received or receivable from employer(s)2010-12-31$12,977
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,586
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-12-31$-156,223
Total of all expenses incurred2008-12-31$280,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$268,284
Value of total corrective distributions2008-12-31$3,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$86,189
Value of total assets at end of year2008-12-31$499,232
Value of total assets at beginning of year2008-12-31$936,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$9,324
Total interest from all sources2008-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$65,000
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$61,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2008-12-31$223
Other income not declared elsewhere2008-12-31$-185,262
Administrative expenses (other) incurred2008-12-31$1,490
Total non interest bearing cash at end of year2008-12-31$0
Total non interest bearing cash at beginning of year2008-12-31$1,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-436,980
Value of net assets at end of year (total assets less liabilities)2008-12-31$499,232
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$936,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$498,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$0
Value of interest in pooled separate accounts at end of year2008-12-31$0
Value of interest in pooled separate accounts at beginning of year2008-12-31$934,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$1
Net investment gain/loss from pooled separate accounts2008-12-31$-57,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$24,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$268,061
Contract administrator fees2008-12-31$7,834
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31GAINTNER BANDLER REED & PETERS PLC
Accountancy firm EIN2008-12-31860176934

Form 5500 Responses for BERGMANN PRECISION 401(K) PROFIT SHARING PLAN

2023: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BERGMANN PRECISION 401(K) PROFIT SHARING 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: BERGMANN PRECISION 401(K) PROFIT SHARING 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: BERGMANN PRECISION 401(K) PROFIT SHARING 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BERGMANN PRECISION 401(K) PROFIT SHARING 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: BERGMANN PRECISION 401(K) PROFIT SHARING 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: BERGMANN PRECISION 401(K) PROFIT SHARING 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: BERGMANN PRECISION 401(K) PROFIT SHARING 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: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: BERGMANN PRECISION 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21707
Policy instance 1
Insurance contract or identification number21707
Number of Individuals Covered0
Insurance policy start date2008-01-01
Insurance policy end date2008-08-18
Total amount of commissions paid to insurance brokerUSD $3,536
Total amount of fees paid to insurance companyUSD $402
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGUARANTEED INVESTMENT
Commission paid to Insurance BrokerUSD $3,536
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees402
Insurance broker nameMATTHEWS GOLD KENNEDY & SNOW INC.

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