2023 Form 5500 filing — Bass River, Inc Profit Sharing 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 20240821081343NAL0006603600001) for Bass River, Inc Profit Sharing Plan, reported by Bass River, Inc. under EIN 04-2512466 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821081343NAL0006603600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bass River, Inc.
- EIN
- 04-2512466
- Plan number
- 001
- Location
- Beverly, MA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,785,840
- Net assets (EOY)
- $2,785,840
- Employer contributions
- $193,456
- Participant contributions
- $186,866
- Total income / additions
- $701,524
- Benefits paid
- $125,617
- Administrative expenses
- $35,641
- Total expenses
- $161,258
- Net increase / (decrease)
- $540,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $17,791 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDIT | $15,750 | not reported in the loaded dataset |
| Setaway LLC | RECORDKEEPER | $2,100 | not reported in the loaded dataset |