2023 Form 5500 filing — Bay State Community Services, Inc. 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 20241009140503NAL0031508848001) for Bay State Community Services, Inc. Retirement Plan, reported by Bay State Community Services, Inc. under EIN 04-2468492 and plan number 001. It reports 485 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)$6MReported net assets$5,974,825
Participants485
Provider compensation$12.9K2 Schedule C row(s)$12,935
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009140503NAL0031508848001
Plan sponsor
Bay State Community Services, Inc.
EIN
04-2468492
Plan number
001
Location
Quincy, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$964.4K
Benefits paid / distributions$947K
Contributions
Employer$193.4K
Participant$615.7K
Full reported line items
Total assets (EOY)
$5,974,825
Total liabilities (EOY)
$0
Net assets (EOY)
$5,974,825
Employer contributions
$193,414
Participant contributions
$615,675
Total income / additions
$1,742,188
Benefits paid
$947,022
Administrative expenses
$12,935
Total expenses
$964,351
Net increase / (decrease)
$777,837
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $12.7K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $187

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009140503NAL0031508848001 cover?
It is the 2023 Form 5500 filing for Bay State Community Services, Inc. Retirement Plan, reported by Bay State Community Services, Inc. (EIN 04-2468492).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages