401k Plan data: NED BARD & SON CO. 401(K) PROFIT SHARING PLAN plan

NED BARD & SON CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NED BARD & SON CO. 401(K) PROFIT SHARING PLAN
Plan identification number	001

NED BARD & SON CO. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

NED E. BARD & SON CO. has sponsored the creation of one or more 401k plans.

Company Name: NED E. BARD & SON CO.

Employer identification number (EIN): 232120072

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NED BARD & SON CO. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DYLAN BARD 2024-07-23
001 2022-01-01 DYLAN BARD 2023-05-17
001 2021-01-01 DYLAN BARD 2022-10-10
001 2020-01-01 DYLAN BARD 2021-10-06
001 2019-01-01 DYLAN BARD 2020-10-13
001 2018-01-01 DYLAN BARD 2019-06-25
001 2017-01-01 DYLAN BARD 2018-04-25
001 2016-01-01 DYLAN BARD 2017-06-01
001 2015-01-01 DYLAN BARD 2016-07-11
001 2014-01-01 DYLAN BARD 2015-05-20 DYLAN BARD 2015-05-20
001 2013-01-01 DYLAN BARD 2014-07-28 DYLAN BARD 2014-07-28
001 2012-01-01 DYLAN BARD 2013-09-20
001 2011-01-01 ROBERT BARD 2012-07-26
001 2010-01-01 ROBERT BARD 2011-07-25 ROBERT BARD 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DYLAN BARD	2024-07-23
001	2022-01-01	DYLAN BARD	2023-05-17
001	2021-01-01	DYLAN BARD	2022-10-10
001	2020-01-01	DYLAN BARD	2021-10-06
001	2019-01-01	DYLAN BARD	2020-10-13
001	2018-01-01	DYLAN BARD	2019-06-25
001	2017-01-01	DYLAN BARD	2018-04-25
001	2016-01-01	DYLAN BARD	2017-06-01
001	2015-01-01	DYLAN BARD	2016-07-11
001	2014-01-01	DYLAN BARD	2015-05-20	DYLAN BARD	2015-05-20
001	2013-01-01	DYLAN BARD	2014-07-28	DYLAN BARD	2014-07-28
001	2012-01-01	DYLAN BARD	2013-09-20
001	2011-01-01	ROBERT BARD	2012-07-26
001	2010-01-01	ROBERT BARD	2011-07-25	ROBERT BARD	2011-07-15

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Company Name:	NED E. BARD & SON CO.
Employer identification number (EIN):	232120072
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance