Bardex Corporation Employee Stock Ownership Plan — Form 5500 plan (Bardex Corporation)
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, Bardex Corporation Employee Stock Ownership Plan is a benefit plan reported by Bardex Corporation under EIN 95-3793000 and plan number 003. The latest loaded filing year is 2023. The filing reports 81 participants and $28,255,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bardex Corporation
- EIN
- 95-3793000
- Plan number
- 003
- Plan type
- 2
- Location
- Goleta, CA
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $28,255,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I | 20241015161028NAL0016845027001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $28,255,262
- Total liabilities (EOY)
- $9,876,570
- Net assets (EOY)
- $18,378,692
- Net assets (BOY)
- $12,197,544
Income & contributions
- Employer contributions
- $1,381,364
- Total income / additions
- $7,530,194
Expenses & distributions
- Benefits paid
- $1,059,748
- Administrative expenses
- $365
- Total expenses
- $1,349,046
- Net increase / (decrease)
- $6,181,148
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.