Bullard Management Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bullard Management Corporation (EIN 63-0930156) is a plan sponsor located in Mobile, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
63-0930156
Location
Mobile, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,847,130
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,847,130

Contributions & income

Employer contributions
$125,698
Participant contributions
$679,510
Total income / additions
$1,763,705

Expenses & distributions

Benefits paid / distributions
$189,260
Total expenses
$276,130
Net increase / (decrease)
$1,487,575

Coverage

Total reported participants
500
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bullard Management Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bullard Management Corporation 401(K) Savings Plan002210$6,847,1302023
Bullard Management Corporation Welfare Benefit Pla501290not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bullard Management Corporation
YearPlanParticipantsSchedulesFiling
2023Bullard Management Corporation Welfare Benefit Pla29020241007160241NAL0032302258001
2023Bullard Management Corporation 401(K) Savings Plan210H, C20241011145427NAL0022985617001

Related Form 5500 pages