Plan5500

Bass River, Inc Profit Sharing Plan — Form 5500 plan (Bass River, Inc.)

Plain-English plan 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, Bass River, Inc Profit Sharing Plan is a benefit plan reported by Bass River, Inc. under EIN 04-2512466 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $2,785,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bass River, Inc.
EIN
04-2512466
Plan number
001
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
146
End-of-year plan assets
$2,785,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20240821081343NAL0006603600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,785,840
Net assets (EOY)
$2,785,840
Net assets (BOY)
$2,245,574

Income & contributions

Employer contributions
$193,456
Participant contributions
$186,866
Total contributions
$380,322
Total income / additions
$701,524

Expenses & distributions

Benefits paid
$125,617
Administrative expenses
$35,641
Total expenses
$161,258
Net increase / (decrease)
$540,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$17,791not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDIT$15,750not reported in the loaded dataset2023
Setaway LLCRECORDKEEPER$2,100not reported in the loaded dataset2023

Related Form 5500 pages