Plan5500

Bernard Robinson & Company Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bernard Robinson & Company Llp (EIN 56-0571159) is a plan sponsor located in Greensboro, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0571159
Location
Greensboro, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bernard Robinson & Company Llp

  • 2 loaded plans hold $33.3M in reported assets.
  • The largest, Bernard Robinson & Company, Llp 401(K) And Profit Sharing Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 382 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.3MSummed across loaded plans$33,286,504
Total reported assets$33.3M$33,286,504
Total reported participants382
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$33.3M total assets
Net assets$33.3MLiabilities—
Contributions & income
Employer contributions$1.2M
Participant contributions$1.6M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bernard Robinson & Company, Llp 401(K) And Profit Sharing Retirement Plan
Participants per plan191Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bernard Robinson & Company, Llp 401(K) And Profit Sharing Retirement Plan$33.3M
    Plan #001 · 220 participants · 2023
  2. 2
    Bernard Robinson & Company Llp Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 162 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bernard Robinson & Company Llp. Open one for its full reported snapshot.

  1. 2023
    Bernard Robinson & Company Llp Health & Welfare Plan162 participants · 2Sch C
    View filing →
  2. 2023
    Bernard Robinson & Company, Llp 401(K) And Profit Sharing Retirement Plan220 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bernard Robinson & Company Llp report on Form 5500?
Bernard Robinson & Company Llp (EIN 56-0571159) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bernard Robinson & Company Llp?
The Employer Identification Number (EIN) reported for Bernard Robinson & Company Llp is 56-0571159.
What is the latest Form 5500 filing year for Bernard Robinson & Company Llp?
The latest loaded Form 5500 filing year for Bernard Robinson & Company Llp is 2023.

Related Form 5500 pages