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Plan Name | J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-02-01 | CHARLES VICTOR VINCENT | 2023-06-28 | ||
001 | 2021-02-01 | CHARLES VICTOR VINCENT | 2022-05-17 | ||
001 | 2020-02-01 | CHARLES VICTOR VINCENT | 2021-08-05 | ||
001 | 2019-02-01 | CHARLES VICTOR VINCENT | 2020-08-26 | CHARLES VICTOR VINCENT | 2020-08-26 |
001 | 2018-02-01 | CHARLES VINCENT | 2019-08-26 | ||
001 | 2017-02-01 | ||||
001 | 2016-02-01 | ||||
001 | 2015-02-01 | CHARLES VINCENT | |||
001 | 2014-02-01 | CHARLES VINCENT | |||
001 | 2013-02-01 | CHARLES VINCENT | |||
001 | 2012-02-01 | CHARLES VINCENT | |||
001 | 2011-02-01 | CHARLES VINCENT | |||
001 | 2009-02-01 | CHARLES VINCENT |
Measure | Date | Value |
---|---|---|
2019: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-02-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 13 |
Total of all active and inactive participants | 2019-02-01 | 13 |
Total participants | 2019-02-01 | 13 |
Number of participants with account balances | 2019-02-01 | 13 |
2018: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-02-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 16 |
Total of all active and inactive participants | 2018-02-01 | 16 |
Total participants | 2018-02-01 | 16 |
Number of participants with account balances | 2018-02-01 | 16 |
2017: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-02-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-02-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 0 |
Total of all active and inactive participants | 2017-02-01 | 17 |
Total participants | 2017-02-01 | 17 |
Number of participants with account balances | 2017-02-01 | 16 |
2016: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-02-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 2 |
Total of all active and inactive participants | 2016-02-01 | 16 |
Total participants | 2016-02-01 | 16 |
Number of participants with account balances | 2016-02-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 2 |
2015: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-02-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 14 |
Total of all active and inactive participants | 2015-02-01 | 14 |
Total participants | 2015-02-01 | 14 |
2014: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-02-01 | 21 |
Number of retired or separated participants receiving benefits | 2014-02-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-02-01 | 1 |
Total of all active and inactive participants | 2014-02-01 | 2 |
Total participants | 2014-02-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-02-01 | 1 |
2013: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-02-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 22 |
Total of all active and inactive participants | 2013-02-01 | 22 |
Total participants | 2013-02-01 | 22 |
Number of participants with account balances | 2013-02-01 | 17 |
2012: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-02-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 18 |
Total of all active and inactive participants | 2012-02-01 | 18 |
Total participants | 2012-02-01 | 18 |
Number of participants with account balances | 2012-02-01 | 17 |
2011: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-02-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 18 |
Total of all active and inactive participants | 2011-02-01 | 18 |
Total participants | 2011-02-01 | 18 |
Number of participants with account balances | 2011-02-01 | 9 |
2009: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-02-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 9 |
Total of all active and inactive participants | 2009-02-01 | 9 |
Total participants | 2009-02-01 | 9 |
Measure | Date | Value |
---|---|---|
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 |
2019: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
---|---|---|
2019-02-01 | Type of plan entity | Single employer plan |
2019-02-01 | Submission has been amended | No |
2019-02-01 | This submission is the final filing | No |
2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-02-01 | Plan is a collectively bargained plan | No |
2019-02-01 | Plan funding arrangement – Trust | Yes |
2019-02-01 | Plan benefit arrangement - Trust | Yes |
2018: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-02-01 | Type of plan entity | Single employer plan |
2018-02-01 | Plan funding arrangement – Trust | Yes |
2018-02-01 | Plan benefit arrangement - Trust | Yes |
2017: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-02-01 | Type of plan entity | Single employer plan |
2017-02-01 | Plan funding arrangement – Trust | Yes |
2017-02-01 | Plan benefit arrangement - Trust | Yes |
2016: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-02-01 | Type of plan entity | Single employer plan |
2016-02-01 | Plan funding arrangement – Trust | Yes |
2016-02-01 | Plan benefit arrangement - Trust | Yes |
2015: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-02-01 | Type of plan entity | Single employer plan |
2015-02-01 | Plan funding arrangement – Trust | Yes |
2015-02-01 | Plan benefit arrangement - Trust | Yes |
2014: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-02-01 | Type of plan entity | Single employer plan |
2014-02-01 | Plan funding arrangement – Trust | Yes |
2014-02-01 | Plan benefit arrangement - Trust | Yes |
2013: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-02-01 | Type of plan entity | Single employer plan |
2013-02-01 | Plan funding arrangement – Trust | Yes |
2013-02-01 | Plan benefit arrangement - Trust | Yes |
2012: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-02-01 | Type of plan entity | Single employer plan |
2012-02-01 | Plan funding arrangement – Trust | Yes |
2012-02-01 | Plan benefit arrangement - Trust | Yes |
2011: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
2011-02-01 | Type of plan entity | Single employer plan |
2011-02-01 | Plan funding arrangement – Trust | Yes |
2011-02-01 | Plan benefit arrangement - Trust | Yes |
2009: J. C. BERNARD & ASSOCIATES INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | Plan funding arrangement – Trust | Yes |
2009-02-01 | Plan benefit arrangement - Trust | Yes |