Bertram Pearson Inc, Profit Sharing Plan — Form 5500 plan (Bertram Pearson, 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, Bertram Pearson Inc, Profit Sharing Plan is a benefit plan reported by Bertram Pearson, Inc under EIN 56-1049680 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $664,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bertram Pearson, Inc
- EIN
- 56-1049680
- Plan number
- 001
- Plan type
- 2
- Location
- Kinston, NC
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $664,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20250429104505NAL0000409441001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $664,238
- Net assets (EOY)
- $664,238
- Net assets (BOY)
- $657,288
Income & contributions
- Total income / additions
- $22,348
Expenses & distributions
- Benefits paid
- $15,338
- Total expenses
- $15,398
- Net increase / (decrease)
- $6,950
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.