Plain-English plan 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, Bernie & Phyl'S Furniture Retirement Plan is a benefit plan reported by Convertible Castle, Inc. Dba Bernie & Phyl'S Furni under EIN 04-2789202 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $15,695,093 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,695,093
- Total liabilities (EOY)
- $25,615
- Net assets (EOY)
- $15,669,478
- Net assets (BOY)
- $13,839,549
Income & contributions
- Employer contributions
- $106,759
- Participant contributions
- $1,030,533
- Total contributions
- $1,214,055
- Total income / additions
- $3,879,196
Expenses & distributions
- Benefits paid
- $2,004,260
- Administrative expenses
- $43,438
- Total expenses
- $2,049,267
- Net increase / (decrease)
- $1,829,929