?>
Logo

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
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3