Bergstrom Enterprises, INC. Dba Northwest Homes 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bergstrom Enterprises, INC. Dba Northwest Homes
  • Sponsor EIN: 943300033
  • Sponsor Address: 1822 BUENAVENTURA BLVD, SUITE 105, REDDING, CA, 96001
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$3.1M$41,406$122,953
20236$2.6M$15,717$121,852
20227$2.4M$13,959$92,400

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