Original filing (PDF)20251015074253NAL0003995553001

B & D INDUSTRIAL ENTERPRISES, INC.

Name: B & D INDUSTRIAL ENTERPRISES, INC. — B & D INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: B & D INDUSTRIAL ENTERPRISES, INC.

Form 5500

FILING_RECEIVED

B & D INDUSTRIAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

243

Accounts w/ balance

332

Plan assets (EOY)

$17.1M

Net assets (EOY)

$11.4M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B & D INDUSTRIAL ENTERPRISES, INC..

Plan sponsor

Name

B & D INDUSTRIAL ENTERPRISES, INC.

EIN

20-8250839

Address

P O BOX 4325 · MACON, GA · 31208

Phone

(478) 746-7624

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

MAULDIN & JENKINS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
RELIANCE	58-1428634	—	NONE	$5K	—

Investments

1 direct security· $17.0M(99% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Party-In-Interest Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value * B & D Industrial, Inc. Common stock (447,513.3974 shares)	—	—	$11.0M	$17.0M	99.5%