How big is Robert Q. Bergstrom, Esquire, Inc.'s plan?

Robert Q. Bergstrom, Esquire, Inc.'s plan reported $379K in assets and 3 participants for 2023.

Original filing (PDF)20241014164035NAL0027882241001

Robert Q. Bergstrom, Esquire, Inc.

Name: Robert Q. Bergstrom, Esquire, Inc. — Robert Q., Form 5500 (2023)
Creator: Robert Q. Bergstrom, Esquire, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Q. Bergstrom, Esquire, Inc. Cash Balance Plan

Defined-benefit pension plan · Robert Q. Bergstrom, Esquire, Inc.'s Robert Q. Bergstrom, Esquire, Inc. Cash Balance Plan held $379K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

Plan identifiers

Robert Q. Bergstrom, Esquire, Inc.'s EIN is 20-5150518.

EIN 20-5150518

Plan number 001

Plan year 2023

ACK ID 20241014164035NAL0027882241001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert Q. Bergstrom, Esquire, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert Q. Bergstrom, Esquire, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT Q. BERGSTROM, ESQUIRE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score