2023 Form 5500 filing — Bard Financial Services, Inc. 401(K) Profit Sharing Plan And Trust
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 20240927131106NAL0002315729001) for Bard Financial Services, Inc. 401(K) Profit Sharing Plan And Trust, reported by Bard Financial Services, Inc. under EIN 06-1101625 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927131106NAL0002315729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bard Financial Services, Inc.
- EIN
- 06-1101625
- Plan number
- 001
- Location
- Branford, CT
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,895,295
- Net assets (EOY)
- $9,895,295
- Employer contributions
- $105,213
- Participant contributions
- $91,949
- Total income / additions
- $1,546,771
- Total expenses
- $0
- Net increase / (decrease)
- $1,546,771
- Schedule source
- Schedule I