Bernhardt Furniture Company Retirement Plan — Form 5500 plan (Bernhardt Furniture Company)

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, Bernhardt Furniture Company Retirement Plan is a benefit plan reported by Bernhardt Furniture Company under EIN 56-0671544 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,425 participants and $52,580,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bernhardt Furniture Company
EIN
56-0671544
Plan number
003
Plan type
2
Location
Lenoir, NC
Latest filing year
2023
Participants
1,425
End-of-year plan assets
$52,580,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,425H, C20240925101140NAL0019562832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,580,230
Net assets (EOY)
$52,580,230
Net assets (BOY)
$45,854,964

Income & contributions

Employer contributions
$677,123
Participant contributions
$3,857,917
Total contributions
$4,616,126
Total income / additions
$12,486,134

Expenses & distributions

Benefits paid
$5,636,517
Administrative expenses
$124,351
Total expenses
$5,760,868
Net increase / (decrease)
$6,725,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$75,429not reported in the loaded dataset2023
Captrust Advisors LLCNONE$36,478not reported in the loaded dataset2023
Truist BankNONE$12,370not reported in the loaded dataset2023

Related Form 5500 pages