2023 Form 5500 filing — Bass Cash Balance 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 20250401192641NAL0007513089001) for Bass Cash Balance Plan, reported by Bass Medical Group, Inc. under EIN 56-2605608 and plan number 003. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250401192641NAL0007513089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bass Medical Group, Inc.
- EIN
- 56-2605608
- Plan number
- 003
- Location
- Walnut Creek, CA
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,268,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,268,954
- Employer contributions
- $12,694,694
- Total income / additions
- $16,449,095
- Benefits paid
- $1,184,703
- Administrative expenses
- $329,695
- Total expenses
- $1,514,398
- Net increase / (decrease)
- $14,934,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Td Ameritrade | RECORDKEEPER | $107,161 | $0 |
| Futureplan By Ascensus | NONE | $60,018 | not reported in the loaded dataset |
| Armanino Llp | AUDITOR | $18,900 | not reported in the loaded dataset |