Bard Financial Services, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bard Financial Services, Inc.)
Plain-English plan 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, Bard Financial Services, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bard Financial Services, Inc. under EIN 06-1101625 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $9,895,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bard Financial Services, Inc.
- EIN
- 06-1101625
- Plan number
- 001
- Plan type
- 2
- Location
- Branford, CT
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $9,895,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240927131106NAL0002315729001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,895,295
- Net assets (EOY)
- $9,895,295
- Net assets (BOY)
- $8,348,524
Income & contributions
- Employer contributions
- $105,213
- Participant contributions
- $91,949
- Total income / additions
- $1,546,771
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $1,546,771
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.