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J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJ. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

J. C. BERNARD & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:J. C. BERNARD & ASSOCIATES, INC.
Employer identification number (EIN):751492866
NAIC Classification:423800

Additional information about J. C. BERNARD & ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-10-08
Company Identification Number: 0036851000
Legal Registered Office Address: 275 BANK ST

SOUTHLAKE
United States of America (USA)
76092

More information about J. C. BERNARD & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-02-01CHARLES VICTOR VINCENT2024-10-07
0012022-02-01CHARLES VICTOR VINCENT2023-06-28
0012021-02-01CHARLES VICTOR VINCENT2022-05-17
0012020-02-01CHARLES VICTOR VINCENT2021-08-05
0012019-02-01CHARLES VICTOR VINCENT2020-08-26 CHARLES VICTOR VINCENT2020-08-26
0012018-02-01CHARLES VINCENT2019-08-26
0012017-02-01
0012016-02-01
0012015-02-01CHARLES VINCENT
0012014-02-01CHARLES VINCENT
0012013-02-01CHARLES VINCENT
0012012-02-01CHARLES VINCENT
0012011-02-01CHARLES VINCENT
0012009-02-01CHARLES VINCENT

Plan Statistics for J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-02-0116
Total number of active participants reported on line 7a of the Form 55002019-02-0113
Total of all active and inactive participants2019-02-0113
Total participants2019-02-0113
Number of participants with account balances2019-02-0113
2018: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-02-0116
Total number of active participants reported on line 7a of the Form 55002018-02-0116
Total of all active and inactive participants2018-02-0116
Total participants2018-02-0116
Number of participants with account balances2018-02-0116
2017: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-02-0114
Total number of active participants reported on line 7a of the Form 55002017-02-0116
Number of retired or separated participants receiving benefits2017-02-011
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-0117
Total participants2017-02-0117
Number of participants with account balances2017-02-0116
2016: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-02-0114
Total number of active participants reported on line 7a of the Form 55002016-02-0114
Number of other retired or separated participants entitled to future benefits2016-02-012
Total of all active and inactive participants2016-02-0116
Total participants2016-02-0116
Number of participants with account balances2016-02-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-012
2015: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-0119
Total number of active participants reported on line 7a of the Form 55002015-02-0114
Total of all active and inactive participants2015-02-0114
Total participants2015-02-0114
2014: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-0121
Number of retired or separated participants receiving benefits2014-02-011
Number of other retired or separated participants entitled to future benefits2014-02-011
Total of all active and inactive participants2014-02-012
Total participants2014-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-011
2013: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-0121
Total number of active participants reported on line 7a of the Form 55002013-02-0122
Total of all active and inactive participants2013-02-0122
Total participants2013-02-0122
Number of participants with account balances2013-02-0117
2012: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-02-0118
Total number of active participants reported on line 7a of the Form 55002012-02-0118
Total of all active and inactive participants2012-02-0118
Total participants2012-02-0118
Number of participants with account balances2012-02-0117
2011: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-02-0111
Total number of active participants reported on line 7a of the Form 55002011-02-0118
Total of all active and inactive participants2011-02-0118
Total participants2011-02-0118
Number of participants with account balances2011-02-019
2009: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-019
Total number of active participants reported on line 7a of the Form 55002009-02-019
Total of all active and inactive participants2009-02-019
Total participants2009-02-019

Financial Data on J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2020 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-01-31$274,753
Expenses. Total of all expenses incurred2020-01-31$69,938
Benefits paid (including direct rollovers)2020-01-31$68,792
Total plan assets at end of year2020-01-31$684,907
Total plan assets at beginning of year2020-01-31$480,092
Value of fidelity bond covering the plan2020-01-31$150,000
Other income received2020-01-31$274,753
Net income (gross income less expenses)2020-01-31$204,815
Net plan assets at end of year (total assets less liabilities)2020-01-31$684,907
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$480,092
Expenses. Administrative service providers (salaries,fees and commissions)2020-01-31$1,146
2019 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-01-31$85,620
Expenses. Total of all expenses incurred2019-01-31$251,573
Benefits paid (including direct rollovers)2019-01-31$248,591
Total plan assets at end of year2019-01-31$480,092
Total plan assets at beginning of year2019-01-31$646,045
Value of fidelity bond covering the plan2019-01-31$150,000
Other income received2019-01-31$-114,380
Net income (gross income less expenses)2019-01-31$-165,953
Net plan assets at end of year (total assets less liabilities)2019-01-31$480,092
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$646,045
Total contributions received or receivable from employer(s)2019-01-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$2,982
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$248,591
2018 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-01-31$191,413
Expenses. Total of all expenses incurred2018-01-31$9,016
Benefits paid (including direct rollovers)2018-01-31$8,445
Total plan assets at end of year2018-01-31$646,045
Total plan assets at beginning of year2018-01-31$463,648
Value of fidelity bond covering the plan2018-01-31$150,000
Other income received2018-01-31$191,413
Net income (gross income less expenses)2018-01-31$182,397
Net plan assets at end of year (total assets less liabilities)2018-01-31$646,045
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$463,648
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$8,445
2017 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-01-31$199,718
Expenses. Total of all expenses incurred2017-01-31$74,617
Benefits paid (including direct rollovers)2017-01-31$74,617
Total plan assets at end of year2017-01-31$463,648
Total plan assets at beginning of year2017-01-31$338,547
Value of fidelity bond covering the plan2017-01-31$150,000
Other income received2017-01-31$103,718
Net income (gross income less expenses)2017-01-31$125,101
Net plan assets at end of year (total assets less liabilities)2017-01-31$463,648
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$338,547
Total contributions received or receivable from employer(s)2017-01-31$96,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$74,617
2016 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-01-31$46,241
Expenses. Total of all expenses incurred2016-01-31$658
Benefits paid (including direct rollovers)2016-01-31$658
Total plan assets at end of year2016-01-31$338,547
Total plan assets at beginning of year2016-01-31$292,964
Value of fidelity bond covering the plan2016-01-31$150,000
Other income received2016-01-31$-49,759
Net income (gross income less expenses)2016-01-31$45,583
Net plan assets at end of year (total assets less liabilities)2016-01-31$338,547
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$292,964
Total contributions received or receivable from employer(s)2016-01-31$96,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$658
2015 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-01-31$37,977
Expenses. Total of all expenses incurred2015-01-31$13,814
Benefits paid (including direct rollovers)2015-01-31$13,814
Total plan assets at end of year2015-01-31$292,964
Total plan assets at beginning of year2015-01-31$268,801
Value of fidelity bond covering the plan2015-01-31$150,000
Other income received2015-01-31$-46,023
Net income (gross income less expenses)2015-01-31$24,163
Net plan assets at end of year (total assets less liabilities)2015-01-31$292,964
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$268,801
Total contributions received or receivable from employer(s)2015-01-31$84,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$13,814
2014 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-01-31$-53,600
Total plan assets at end of year2014-01-31$268,801
Total plan assets at beginning of year2014-01-31$322,401
Value of fidelity bond covering the plan2014-01-31$150,000
Other income received2014-01-31$-53,600
Net income (gross income less expenses)2014-01-31$-53,600
Net plan assets at end of year (total assets less liabilities)2014-01-31$268,801
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$322,401
2013 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-01-31$-29,255
Expenses. Total of all expenses incurred2013-01-31$54,436
Benefits paid (including direct rollovers)2013-01-31$54,436
Total plan assets at end of year2013-01-31$322,401
Total plan assets at beginning of year2013-01-31$406,092
Value of fidelity bond covering the plan2013-01-31$150,000
Other income received2013-01-31$-51,755
Net income (gross income less expenses)2013-01-31$-83,691
Net plan assets at end of year (total assets less liabilities)2013-01-31$322,401
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$406,092
Total contributions received or receivable from employer(s)2013-01-31$22,500
2012 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-01-31$81,892
Total plan assets at end of year2012-01-31$406,092
Total plan assets at beginning of year2012-01-31$324,200
Value of fidelity bond covering the plan2012-01-31$150,000
Other income received2012-01-31$81,892
Net income (gross income less expenses)2012-01-31$81,892
Net plan assets at end of year (total assets less liabilities)2012-01-31$406,092
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$324,200
2011 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-01-31$106,564
Total plan assets at end of year2011-01-31$324,200
Total plan assets at beginning of year2011-01-31$217,636
Value of fidelity bond covering the plan2011-01-31$150,000
Other income received2011-01-31$106,564
Net income (gross income less expenses)2011-01-31$106,564
Net plan assets at end of year (total assets less liabilities)2011-01-31$324,200
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$217,636

Form 5500 Responses for J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST

2019: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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