Bergen Asset Management, LLC

Form 5500

BERGEN ASSET MANAGEMENT LLC

1800 N Military Trl STE 150, Boca Raton, FL 33431 (561) 210-3123 EIN:37-1625481 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$370,569 / $517,106	2023	BERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$370,569 / $517,106
2022	Plan NameBERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$405,123 / $370,569	2022	BERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$405,123 / $370,569
2021	Plan NameBERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$280,327 / $405,123	2021	BERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	6 / 6	$280,327 / $405,123
2020	Plan NameBERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$199,166 / $280,327	2020	BERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	7 / 6	$199,166 / $280,327
2019	Plan NameBERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$71,313 / $199,166	2019	BERGEN ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	10 / 10	$71,313 / $199,166