Bernards Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bernards Holdings, 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, Bernards Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bernards Holdings, Inc. under EIN 81-4725849 and plan number 002. The latest loaded filing year is 2023. The filing reports 412 participants and $16,550,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bernards Holdings, Inc.
- EIN
- 81-4725849
- Plan number
- 002
- Plan type
- 2
- Location
- San Fernando, CA
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $16,550,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H | 20240723150439NAL0007420211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,550,000
- Total liabilities (EOY)
- $353,213
- Net assets (EOY)
- $16,196,787
- Net assets (BOY)
- $19,224,602
Income & contributions
- Employer contributions
- $127,169
- Total contributions
- $127,169
- Total income / additions
- -$2,922,832
Expenses & distributions
- Benefits paid
- $94,250
- Administrative expenses
- $0
- Total expenses
- $104,983
- Net increase / (decrease)
- -$3,027,815
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.