2023 Form 5500 filing — Bas Financial Holdings Employee Stock Ownership 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 20251015110017NAL0002289491001) for Bas Financial Holdings Employee Stock Ownership 401(K) Plan, reported by Bas Financial Holdings, Inc. under EIN 88-3707979 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20251015110017NAL0002289491001
Filing year
2023
Form type
2
Plan sponsor
Bas Financial Holdings, Inc.
EIN
88-3707979
Plan number
001
Location
Ellsworth, ME
Participants
11
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,987,752
Total liabilities (EOY)
$473
Net assets (EOY)
$2,987,279
Employer contributions
$19,907
Participant contributions
$31,632
Total income / additions
$2,896,416
Benefits paid
$10,262
Administrative expenses
$442
Total expenses
$10,704
Net increase / (decrease)
$2,885,712
Schedule source
Schedule I

Related Form 5500 pages