2023 Form 5500 filing — Bass Underwriters, Inc. 401(K) P.S. 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 20240926095015NAL0000313203001) for Bass Underwriters, Inc. 401(K) P.S. Plan, reported by Bass Underwriters, Inc. under EIN 65-0514182 and plan number 001. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926095015NAL0000313203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bass Underwriters, Inc.
- EIN
- 65-0514182
- Plan number
- 001
- Location
- Plantation, FL
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,987,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,987,377
- Employer contributions
- $1,251,146
- Participant contributions
- $2,256,035
- Total income / additions
- $8,934,742
- Benefits paid
- $1,068,432
- Administrative expenses
- $140,762
- Total expenses
- $1,209,194
- Net increase / (decrease)
- $7,725,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assetmark Retirement Services, Inc. | NONE | $140,762 | not reported in the loaded dataset |