2023 Form 5500 filing — The 401(K) Retirement 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 20240910123658NAL0005644929001) for The 401(K) Retirement Plan, reported by Bayberry Financial Services Corporation under EIN 81-1010753 and plan number 005. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910123658NAL0005644929001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bayberry Financial Services Corporation
- EIN
- 81-1010753
- Plan number
- 005
- Location
- Seabrook, NH
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,542,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,542,961
- Employer contributions
- $198,172
- Participant contributions
- $503,796
- Total income / additions
- $3,207,239
- Benefits paid
- $2,101,464
- Administrative expenses
- $15,577
- Total expenses
- $2,117,041
- Net increase / (decrease)
- $1,090,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $15,577 | $0 |