Bernards Bros. Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bernards Bros. 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, Bernards Bros. Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bernards Bros. Inc. under EIN 95-2920045 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $52,809,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bernards Bros. Inc.
- EIN
- 95-2920045
- Plan number
- 001
- Plan type
- 2
- Location
- San Fernando, CA
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $52,809,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241001100025NAL0011322704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,809,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,809,465
- Net assets (BOY)
- $44,580,760
Income & contributions
- Employer contributions
- $1,133,433
- Participant contributions
- $3,335,289
- Total contributions
- $5,065,577
- Total income / additions
- $14,440,324
Expenses & distributions
- Benefits paid
- $6,185,733
- Administrative expenses
- $15,861
- Total expenses
- $6,211,619
- Net increase / (decrease)
- $8,228,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lucas, Horsfall, Murphy & Pindroh, | ACCOUNTANT/AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,633 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,280 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bernards Bros. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Fernando, CA
- Lucas, Horsfall, Murphy & Pindroh, — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation