2023 Form 5500 filing — Bernards Holdings, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723150439NAL0007420211001) for Bernards Holdings, Inc. Employee Stock Ownership Plan, reported by Bernards Holdings, Inc. under EIN 81-4725849 and plan number 002. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240723150439NAL0007420211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bernards Holdings, Inc.
- EIN
- 81-4725849
- Plan number
- 002
- Location
- San Fernando, CA
- Participants
- 412
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,550,000
- Total liabilities (EOY)
- $353,213
- Net assets (EOY)
- $16,196,787
- Employer contributions
- $127,169
- Total income / additions
- -$2,922,832
- Benefits paid
- $94,250
- Administrative expenses
- $0
- Total expenses
- $104,983
- Net increase / (decrease)
- -$3,027,815
- Schedule source
- Schedule H