2023 Form 5500 filing — Bard Manufacturing Company, Inc. Savings And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830140531NAL0007175267001) for Bard Manufacturing Company, Inc. Savings And Profit Sharing Plan, reported by Bard Manufacturing Company, Inc. under EIN 76-0816472 and plan number 003. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830140531NAL0007175267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bard Manufacturing Company, Inc.
- EIN
- 76-0816472
- Plan number
- 003
- Location
- Bryan, OH
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,637,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,637,570
- Employer contributions
- $2,185,876
- Participant contributions
- $1,726,577
- Total income / additions
- $10,216,812
- Benefits paid
- $5,322,375
- Administrative expenses
- $30,141
- Total expenses
- $5,357,766
- Net increase / (decrease)
- $4,859,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corp. | BROKER/DEALER | $0 | $69,849 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $19,063 | $0 |
| Baden Gage And Schroeder LLC | SERVICE PROVIDER | $7,572 | not reported in the loaded dataset |