Bernier Carr And Associates 401(K) Plan — Form 5500 plan (Bernier Carr And Associates)
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, Bernier Carr And Associates 401(K) Plan is a benefit plan reported by Bernier Carr And Associates under EIN 16-1337922 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $10,374,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bernier Carr And Associates
- EIN
- 16-1337922
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $10,374,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20241010152337NAL0020423297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,374,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,374,809
- Net assets (BOY)
- $10,456,966
Income & contributions
- Employer contributions
- $252,476
- Participant contributions
- $710,238
- Total contributions
- $1,022,212
- Total income / additions
- $2,755,542
Expenses & distributions
- Benefits paid
- $2,800,827
- Administrative expenses
- $36,872
- Total expenses
- $2,837,699
- Net increase / (decrease)
- -$82,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,872 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |