2023 Form 5500 filing — Bay Aging 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 20240918095259NAL0004093345001) for Bay Aging 401(K) Plan, reported by Bay Aging under EIN 54-1085032 and plan number 002. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.7MReported net assets$6,687,323
Participants355
Provider compensation$21.1K2 Schedule C row(s)$21,126
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918095259NAL0004093345001
- Plan sponsor
- Bay Aging
- EIN
- 54-1085032
- Plan number
- 002
- Location
- Urbanna, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,687,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,687,323
- Employer contributions
- $253,377
- Participant contributions
- $484,465
- Total income / additions
- $1,661,562
- Benefits paid
- $174,983
- Administrative expenses
- $21,126
- Total expenses
- $196,109
- Net increase / (decrease)
- $1,465,453
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Davenport & Company LLC | INVESTMENT ADVISOR | $19,801 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,325 | $0 |