Bernards Holdings Inc.
Plan context: Bernards Holdings Inc. Employee Stock Ownership Plan
EIN 81-4725849 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
470
2024 Assets
$12,100,000
2024 Contributions
$353,636
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 470 | $12,100,000 | $353,636 | $752iApproximate average salary by contribution assumption: employee only about $18,810 at 4% or $12,540 at 6%; with 50% employer match about $12,540 at 4% or $8,360 at 6%; with 100% employer match about $9,405 at 4% or $6,270 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 470 | $12,100,000 | $353,636 | $752iApproximate average salary by contribution assumption: employee only about $18,810 at 4% or $12,540 at 6%; with 50% employer match about $12,540 at 4% or $8,360 at 6%; with 100% employer match about $9,405 at 4% or $6,270 at 6%. |
| 2023 | 1 | 334 | $16,550,000 | $127,169 | $381iApproximate average salary by contribution assumption: employee only about $9,519 at 4% or $6,346 at 6%; with 50% employer match about $6,346 at 4% or $4,231 at 6%; with 100% employer match about $4,759 at 4% or $3,173 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 334 | $16,550,000 | $127,169 | $381iApproximate average salary by contribution assumption: employee only about $9,519 at 4% or $6,346 at 6%; with 50% employer match about $6,346 at 4% or $4,231 at 6%; with 100% employer match about $4,759 at 4% or $3,173 at 6%. |
| 2022 | 1 | 267 | $19,600,000 | $50,721 | $190iApproximate average salary by contribution assumption: employee only about $4,749 at 4% or $3,166 at 6%; with 50% employer match about $3,166 at 4% or $2,111 at 6%; with 100% employer match about $2,375 at 4% or $1,583 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 267 | $19,600,000 | $50,721 | $190iApproximate average salary by contribution assumption: employee only about $4,749 at 4% or $3,166 at 6%; with 50% employer match about $3,166 at 4% or $2,111 at 6%; with 100% employer match about $2,375 at 4% or $1,583 at 6%. |
| 2021 | 1 | 307 | $21,400,000 | $41,224 | $134iApproximate average salary by contribution assumption: employee only about $3,357 at 4% or $2,238 at 6%; with 50% employer match about $2,238 at 4% or $1,492 at 6%; with 100% employer match about $1,679 at 4% or $1,119 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 307 | $21,400,000 | $41,224 | $134iApproximate average salary by contribution assumption: employee only about $3,357 at 4% or $2,238 at 6%; with 50% employer match about $2,238 at 4% or $1,492 at 6%; with 100% employer match about $1,679 at 4% or $1,119 at 6%. |
| 2020 | 1 | 324 | $14,530,000 | $37,475 | $116iApproximate average salary by contribution assumption: employee only about $2,892 at 4% or $1,928 at 6%; with 50% employer match about $1,928 at 4% or $1,285 at 6%; with 100% employer match about $1,446 at 4% or $964 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 324 | $14,530,000 | $37,475 | $116iApproximate average salary by contribution assumption: employee only about $2,892 at 4% or $1,928 at 6%; with 50% employer match about $1,928 at 4% or $1,285 at 6%; with 100% employer match about $1,446 at 4% or $964 at 6%. |
| 2019 | 1 | 271 | $12,150,000 | $37,754 | $139iApproximate average salary by contribution assumption: employee only about $3,483 at 4% or $2,322 at 6%; with 50% employer match about $2,322 at 4% or $1,548 at 6%; with 100% employer match about $1,741 at 4% or $1,161 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 271 | $12,150,000 | $37,754 | $139iApproximate average salary by contribution assumption: employee only about $3,483 at 4% or $2,322 at 6%; with 50% employer match about $2,322 at 4% or $1,548 at 6%; with 100% employer match about $1,741 at 4% or $1,161 at 6%. |
| 2018 | 1 | 259 | $7,950,000 | $32,919 | $127iApproximate average salary by contribution assumption: employee only about $3,178 at 4% or $2,118 at 6%; with 50% employer match about $2,118 at 4% or $1,412 at 6%; with 100% employer match about $1,589 at 4% or $1,059 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 259 | $7,950,000 | $32,919 | $127iApproximate average salary by contribution assumption: employee only about $3,178 at 4% or $2,118 at 6%; with 50% employer match about $2,118 at 4% or $1,412 at 6%; with 100% employer match about $1,589 at 4% or $1,059 at 6%. |
| 2017 | 1 | 216 | $5,300,000 | $1,745,919 | $8,083iApproximate average salary by contribution assumption: employee only about $202,074 at 4% or $134,716 at 6%; with 50% employer match about $134,716 at 4% or $89,811 at 6%; with 100% employer match about $101,037 at 4% or $67,358 at 6%. |
| Bernards Holdings Inc. Employee Stock Ownership Plan | - | 216 | $5,300,000 | $1,745,919 | $8,083iApproximate average salary by contribution assumption: employee only about $202,074 at 4% or $134,716 at 6%; with 50% employer match about $134,716 at 4% or $89,811 at 6%; with 100% employer match about $101,037 at 4% or $67,358 at 6%. |