2023 Form 5500 filing — The Bernard Group 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 20241010090816NAL0020731153001) for The Bernard Group Inc. Employee Stock Ownership Plan, reported by The Bernard Group Inc. under EIN 41-1944077 and plan number 002. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241010090816NAL0020731153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bernard Group Inc.
- EIN
- 41-1944077
- Plan number
- 002
- Location
- Chanhassen, MN
- Participants
- 836
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,400,000
- Total liabilities (EOY)
- $5,676,790
- Net assets (EOY)
- $110,723,210
- Employer contributions
- $707,977
- Total income / additions
- $9,407,977
- Benefits paid
- $327,518
- Administrative expenses
- $0
- Total expenses
- $475,256
- Net increase / (decrease)
- $8,932,721
- Schedule source
- Schedule H