Bass Underwriters, Inc. 401(K) P.S. Plan — Form 5500 plan (Bass Underwriters, 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 Underwriters, Inc. 401(K) P.S. Plan is a benefit plan reported by Bass Underwriters, Inc. under EIN 65-0514182 and plan number 001. The latest loaded filing year is 2023. The filing reports 635 participants and $37,987,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bass Underwriters, Inc.
EIN
65-0514182
Plan number
001
Plan type
2
Location
Plantation, FL
Latest filing year
2023
Participants
635
End-of-year plan assets
$37,987,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023635H, C20240926095015NAL0000313203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,987,377
Total liabilities (EOY)
$0
Net assets (EOY)
$37,987,377
Net assets (BOY)
$30,261,829

Income & contributions

Employer contributions
$1,251,146
Participant contributions
$2,256,035
Total contributions
$3,511,062
Total income / additions
$8,934,742

Expenses & distributions

Benefits paid
$1,068,432
Administrative expenses
$140,762
Total expenses
$1,209,194
Net increase / (decrease)
$7,725,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Assetmark Retirement Services, Inc.NONE$140,762not reported in the loaded dataset2023

Related Form 5500 pages