2023 Form 5500 filing — Bertram Pearson Inc, Profit Sharing 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 20250429104505NAL0000409441001) for Bertram Pearson Inc, Profit Sharing Plan, reported by Bertram Pearson, Inc under EIN 56-1049680 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250429104505NAL0000409441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bertram Pearson, Inc
- EIN
- 56-1049680
- Plan number
- 001
- Location
- Kinston, NC
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $664,238
- Net assets (EOY)
- $664,238
- Total income / additions
- $22,348
- Benefits paid
- $15,338
- Total expenses
- $15,398
- Net increase / (decrease)
- $6,950
- Schedule source
- Schedule I