Bard Manufacturing Company, Inc. Savings And Profit Sharing Plan — Form 5500 plan (Bard Manufacturing Company, 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, Bard Manufacturing Company, Inc. Savings And Profit Sharing Plan is a benefit plan reported by Bard Manufacturing Company, Inc. under EIN 76-0816472 and plan number 003. The latest loaded filing year is 2023. The filing reports 571 participants and $41,637,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bard Manufacturing Company, Inc.
- EIN
- 76-0816472
- Plan number
- 003
- Plan type
- 2
- Location
- Bryan, OH
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $41,637,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20240830140531NAL0007175267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,637,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,637,570
- Net assets (BOY)
- $36,778,524
Income & contributions
- Employer contributions
- $2,185,876
- Participant contributions
- $1,726,577
- Total contributions
- $4,622,503
- Total income / additions
- $10,216,812
Expenses & distributions
- Benefits paid
- $5,322,375
- Administrative expenses
- $30,141
- Total expenses
- $5,357,766
- Net increase / (decrease)
- $4,859,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | BROKER/DEALER | $0 | $69,849 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $19,063 | $0 | 2023 |
| Baden Gage And Schroeder LLC | SERVICE PROVIDER | $7,572 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bard Manufacturing Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Bryan, OH
- Lincoln Financial Advisors Corp. — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Baden Gage And Schroeder LLC — Schedule C compensation