2023 Form 5500 filing — Bardex Corporation Employee Stock Ownership 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 20241015161028NAL0016845027001) for Bardex Corporation Employee Stock Ownership Plan, reported by Bardex Corporation under EIN 95-3793000 and plan number 003. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015161028NAL0016845027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bardex Corporation
- EIN
- 95-3793000
- Plan number
- 003
- Location
- Goleta, CA
- Participants
- 81
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,255,262
- Total liabilities (EOY)
- $9,876,570
- Net assets (EOY)
- $18,378,692
- Employer contributions
- $1,381,364
- Total income / additions
- $7,530,194
- Benefits paid
- $1,059,748
- Administrative expenses
- $365
- Total expenses
- $1,349,046
- Net increase / (decrease)
- $6,181,148
- Schedule source
- Schedule I