2023 Form 5500 filing — Bernhardt Furniture Company Retirement 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 20240925101140NAL0019562832001) for Bernhardt Furniture Company Retirement Plan, reported by Bernhardt Furniture Company under EIN 56-0671544 and plan number 003. It reports 1,425 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925101140NAL0019562832001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bernhardt Furniture Company
- EIN
- 56-0671544
- Plan number
- 003
- Location
- Lenoir, NC
- Participants
- 1,425
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,580,230
- Net assets (EOY)
- $52,580,230
- Employer contributions
- $677,123
- Participant contributions
- $3,857,917
- Total income / additions
- $12,486,134
- Benefits paid
- $5,636,517
- Administrative expenses
- $124,351
- Total expenses
- $5,760,868
- Net increase / (decrease)
- $6,725,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $75,429 | not reported in the loaded dataset |
| Captrust Advisors LLC | NONE | $36,478 | not reported in the loaded dataset |
| Truist Bank | NONE | $12,370 | not reported in the loaded dataset |