2023 Form 5500 filing — Byer California Retirement Savings 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 20250610191845NAL0015137873001) for Byer California Retirement Savings Plan, reported by Byer California under EIN 94-1582944 and plan number 001. It reports 471 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)$108.2MReported net assets$108,244,314
Participants471
Provider compensation$451.6K6 Schedule C row(s)$451,593
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250610191845NAL0015137873001
- Plan sponsor
- Byer California
- EIN
- 94-1582944
- Plan number
- 001
- Location
- San Francisco, CA
- 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)$108.2M total assets
Net assets$108.2MLiabilities$3.9K
Full reported line items
- Total assets (EOY)
- $108,248,253
- Total liabilities (EOY)
- $3,939
- Net assets (EOY)
- $108,244,314
- Employer contributions
- $723,351
- Total income / additions
- $22,889,803
- Benefits paid
- $25,003,962
- Administrative expenses
- $456,732
- Total expenses
- $25,460,694
- Net increase / (decrease)
- -$2,570,891
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $223,987 | not reported in the loaded dataset |
| Lazard Global Equity | NONE | $81,731 | not reported in the loaded dataset |
| Milliman | NONE | $66,324 | not reported in the loaded dataset |
| Principal | NONE | $39,011 | not reported in the loaded dataset |
| Abrams & Associates | NONE | $24,340 | not reported in the loaded dataset |
| Comyns Smith Mccleary & Deaver, Llp | NONE | $16,200 | not reported in the loaded dataset |