2023 Form 5500 filing — Bailey Mortgage Enterprises, Inc. Safe Harbor 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 20241014081418NAL0026801057001) for Bailey Mortgage Enterprises, Inc. Safe Harbor 401(K) Plan, reported by Bailey Mortgage Enterprises, Inc. under EIN 26-4589244 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014081418NAL0026801057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bailey Mortgage Enterprises, Inc.
- EIN
- 26-4589244
- Plan number
- 001
- Location
- Arcata, CA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $440,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $440,867
- Employer contributions
- $3,723
- Total income / additions
- $63,015
- Benefits paid
- $73
- Total expenses
- $5,806
- Net increase / (decrease)
- $57,209
- Schedule source
- Schedule I