J. C. BERNARD & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about J. C. BERNARD & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-14 | 7273 |
| Net assets as of the end of the plan year | 2025-04-14 | 954648 |
| Total assets as of the beginning of the plan year | 2025-04-14 | 751887 |
| Value of plan covered by a fidelity bond | 2025-04-14 | 150000 |
| Participant contributions to plan in this plan year | 2025-04-14 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-14 | 0 |
| Other contributions to plan in this plan year | 2025-04-14 | 0 |
| Other income to plan in this plan year | 2025-04-14 | 110034 |
| Plan net income in this plan year | 2025-04-14 | 202761 |
| Net assets as of the end of the plan year | 2025-04-14 | 954648 |
| Net assets as of the beginning of the plan year | 2025-04-14 | 751887 |
| Employer contributions to plan in this plan year | 2025-04-14 | 100000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-14 | 7269 |
| 2024 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-07 | 6789 |
| Net assets as of the end of the plan year | 2024-10-07 | 751887 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 745138 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 150000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 0 |
| Other contributions to plan in this plan year | 2024-10-07 | 0 |
| Other income to plan in this plan year | 2024-10-07 | 13538 |
| Plan net income in this plan year | 2024-10-07 | 6749 |
| Net assets as of the end of the plan year | 2024-10-07 | 751887 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 745138 |
| Employer contributions to plan in this plan year | 2024-10-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 6789 |
| 2022 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-17 | 14352 |
| Net assets as of the end of the plan year | 2022-05-17 | 838474 |
| Total assets as of the beginning of the plan year | 2022-05-17 | 823202 |
| Value of plan covered by a fidelity bond | 2022-05-17 | 150000 |
| Other income to plan in this plan year | 2022-05-17 | 19624 |
| Plan net income in this plan year | 2022-05-17 | 15272 |
| Net assets as of the end of the plan year | 2022-05-17 | 838474 |
| Net assets as of the beginning of the plan year | 2022-05-17 | 823202 |
| Employer contributions to plan in this plan year | 2022-05-17 | 10000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-17 | 8711 |
| 2020 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-01-31 | $274,753 |
| Expenses. Total of all expenses incurred | 2020-01-31 | $69,938 |
| Benefits paid (including direct rollovers) | 2020-01-31 | $68,792 |
| Total plan assets at end of year | 2020-01-31 | $684,907 |
| Total plan assets at beginning of year | 2020-01-31 | $480,092 |
| Value of fidelity bond covering the plan | 2020-01-31 | $150,000 |
| Other income received | 2020-01-31 | $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 sources | 2019-01-31 | $85,620 |
| Expenses. Total of all expenses incurred | 2019-01-31 | $251,573 |
| Benefits paid (including direct rollovers) | 2019-01-31 | $248,591 |
| Total plan assets at end of year | 2019-01-31 | $480,092 |
| Total plan assets at beginning of year | 2019-01-31 | $646,045 |
| Value of fidelity bond covering the plan | 2019-01-31 | $150,000 |
| Other income received | 2019-01-31 | $-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 securities | 2019-01-31 | $248,591 |
| 2018 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-01-31 | $191,413 |
| Expenses. Total of all expenses incurred | 2018-01-31 | $9,016 |
| Benefits paid (including direct rollovers) | 2018-01-31 | $8,445 |
| Total plan assets at end of year | 2018-01-31 | $646,045 |
| Total plan assets at beginning of year | 2018-01-31 | $463,648 |
| Value of fidelity bond covering the plan | 2018-01-31 | $150,000 |
| Other income received | 2018-01-31 | $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 securities | 2018-01-31 | $8,445 |
| 2017 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-01-31 | $199,718 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $74,617 |
| Benefits paid (including direct rollovers) | 2017-01-31 | $74,617 |
| Total plan assets at end of year | 2017-01-31 | $463,648 |
| Total plan assets at beginning of year | 2017-01-31 | $338,547 |
| Value of fidelity bond covering the plan | 2017-01-31 | $150,000 |
| Other income received | 2017-01-31 | $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 securities | 2017-01-31 | $74,617 |
| 2016 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-01-31 | $46,241 |
| Expenses. Total of all expenses incurred | 2016-01-31 | $658 |
| Benefits paid (including direct rollovers) | 2016-01-31 | $658 |
| Total plan assets at end of year | 2016-01-31 | $338,547 |
| Total plan assets at beginning of year | 2016-01-31 | $292,964 |
| Value of fidelity bond covering the plan | 2016-01-31 | $150,000 |
| Other income received | 2016-01-31 | $-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 securities | 2016-01-31 | $658 |
| 2015 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-01-31 | $37,977 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $13,814 |
| Benefits paid (including direct rollovers) | 2015-01-31 | $13,814 |
| Total plan assets at end of year | 2015-01-31 | $292,964 |
| Total plan assets at beginning of year | 2015-01-31 | $268,801 |
| Value of fidelity bond covering the plan | 2015-01-31 | $150,000 |
| Other income received | 2015-01-31 | $-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 securities | 2015-01-31 | $13,814 |
| 2014 : J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-01-31 | $-53,600 |
| Total plan assets at end of year | 2014-01-31 | $268,801 |
| Total plan assets at beginning of year | 2014-01-31 | $322,401 |
| Value of fidelity bond covering the plan | 2014-01-31 | $150,000 |
| Other income received | 2014-01-31 | $-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 sources | 2013-01-31 | $-29,255 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $54,436 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $54,436 |
| Total plan assets at end of year | 2013-01-31 | $322,401 |
| Total plan assets at beginning of year | 2013-01-31 | $406,092 |
| Value of fidelity bond covering the plan | 2013-01-31 | $150,000 |
| Other income received | 2013-01-31 | $-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 sources | 2012-01-31 | $81,892 |
| Total plan assets at end of year | 2012-01-31 | $406,092 |
| Total plan assets at beginning of year | 2012-01-31 | $324,200 |
| Value of fidelity bond covering the plan | 2012-01-31 | $150,000 |
| Other income received | 2012-01-31 | $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 sources | 2011-01-31 | $106,564 |
| Total plan assets at end of year | 2011-01-31 | $324,200 |
| Total plan assets at beginning of year | 2011-01-31 | $217,636 |
| Value of fidelity bond covering the plan | 2011-01-31 | $150,000 |
| Other income received | 2011-01-31 | $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 |
