Original filing (PDF)20241009110304NAL0009132019001

BERG-NELSON COMPANY, INC.

Name: BERG-NELSON COMPANY, INC. — BERG-NELSON COMPANY, INC. 401(K) PLAN, Form 5500 (2023)
Creator: BERG-NELSON COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

BERG-NELSON COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERG-NELSON COMPANY, INC..

Plan sponsor

Name

BERG-NELSON COMPANY, INC.

EIN

95-3346687

Address

1633 W. 17TH STREET · LONG BEACH, CA · 90813

Phone

(562) 432-3491

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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