BERNARDAUD NA INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-26 | 691100 |
| Net assets as of the end of the plan year | 2025-08-26 | 2186569 |
| Total assets as of the beginning of the plan year | 2025-08-26 | 2481894 |
| Value of plan covered by a fidelity bond | 2025-08-26 | 260000 |
| Participant contributions to plan in this plan year | 2025-08-26 | 72305 |
| Other income to plan in this plan year | 2025-08-26 | 214358 |
| Plan net income in this plan year | 2025-08-26 | -295325 |
| Net assets as of the end of the plan year | 2025-08-26 | 2186569 |
| Net assets as of the beginning of the plan year | 2025-08-26 | 2481894 |
| Employer contributions to plan in this plan year | 2025-08-26 | 109112 |
| 2024 : BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-23 | 59303 |
| Net assets as of the end of the plan year | 2024-07-23 | 2481894 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 2098792 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 260000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 88521 |
| Other income to plan in this plan year | 2024-07-23 | 257911 |
| Plan net income in this plan year | 2024-07-23 | 383102 |
| Net assets as of the end of the plan year | 2024-07-23 | 2481894 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 2098792 |
| Employer contributions to plan in this plan year | 2024-07-23 | 95973 |
| 2022 : BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-15 | 74002 |
| Net assets as of the end of the plan year | 2022-06-15 | 2287140 |
| Total assets as of the beginning of the plan year | 2022-06-15 | 1942919 |
| Value of plan covered by a fidelity bond | 2022-06-15 | 260000 |
| Participant contributions to plan in this plan year | 2022-06-15 | 58558 |
| Other contributions to plan in this plan year | 2022-06-15 | 35718 |
| Other income to plan in this plan year | 2022-06-15 | 268676 |
| Plan net income in this plan year | 2022-06-15 | 344221 |
| Net assets as of the end of the plan year | 2022-06-15 | 2287140 |
| Net assets as of the beginning of the plan year | 2022-06-15 | 1942919 |
| Employer contributions to plan in this plan year | 2022-06-15 | 55271 |
| Fees paid to broker by Benefit Provider | 2022-06-15 | 1976 |
| 2010 : BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $189,605 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,460 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,020,450 |
| Total plan assets at beginning of year | 2010-12-31 | $837,305 |
| Value of fidelity bond covering the plan | 2010-12-31 | $260,000 |
| Assets. Value of tangible personal property | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $61,260 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $114,644 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $183,145 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,020,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $837,305 |
| Assets. Value of participant loans | 2010-12-31 | $40,110 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $0 |
| Assets. Value of employer securities | 2010-12-31 | $0 |
| Assets. Value of employer real property | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,701 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $6,460 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2009 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2009-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2010: BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: BERNARDAUD NA INC 401(K) SAVINGS PLAN AND TRUST 2007 form 5500 responses |
|---|
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
