2023 Form 5500 filing — Base Line Data Profit Sharing And 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710150221NAL0030694226001) for Base Line Data Profit Sharing And 401(K) Plan, reported by Base Line Data, Inc. under EIN 74-2373550 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,469,382
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710150221NAL0030694226001
Plan sponsor
Base Line Data, Inc.
EIN
74-2373550
Plan number
001
Location
Portland, TX
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$893.6K
Total expenses$485.6K
Benefits paid / distributions$485.3K
Contributions
Employer$61.8K
Participant$159.7K
Full reported line items
Total assets (EOY)
$5,469,382
Total liabilities (EOY)
$0
Net assets (EOY)
$5,469,382
Employer contributions
$61,845
Participant contributions
$159,718
Total income / additions
$893,600
Benefits paid
$485,315
Administrative expenses
$325
Total expenses
$485,640
Net increase / (decrease)
$407,960

Related Form 5500 pages