2023 Form 5500 filing — The Bay 101 401(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 20240807131652NAL0002085411001) for The Bay 101 401(K) Plan, reported by Bay 101 under EIN 77-0187274 and plan number 001. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807131652NAL0002085411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bay 101
- EIN
- 77-0187274
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,287,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,287,168
- Employer contributions
- $0
- Participant contributions
- $2,902,373
- Total income / additions
- $5,598,229
- Benefits paid
- $1,493,189
- Administrative expenses
- $73,518
- Total expenses
- $1,566,707
- Net increase / (decrease)
- $4,031,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $35,931 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,100 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,195 | $0 |
| Bpm Llp | AUDITOR | $8,292 | not reported in the loaded dataset |