The Bernard Group Inc. Employee Stock Ownership Plan — Form 5500 plan (The Bernard Group Inc.)
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, The Bernard Group Inc. Employee Stock Ownership Plan is a benefit plan reported by The Bernard Group Inc. under EIN 41-1944077 and plan number 002. The latest loaded filing year is 2023. The filing reports 836 participants and $116,400,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bernard Group Inc.
- EIN
- 41-1944077
- Plan number
- 002
- Plan type
- 2
- Location
- Chanhassen, MN
- Latest filing year
- 2023
- Participants
- 836
- End-of-year plan assets
- $116,400,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 836 | H | 20241010090816NAL0020731153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,400,000
- Total liabilities (EOY)
- $5,676,790
- Net assets (EOY)
- $110,723,210
- Net assets (BOY)
- $101,790,489
Income & contributions
- Employer contributions
- $707,977
- Total contributions
- $707,977
- Total income / additions
- $9,407,977
Expenses & distributions
- Benefits paid
- $327,518
- Administrative expenses
- $0
- Total expenses
- $475,256
- Net increase / (decrease)
- $8,932,721
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.