Bay Alarm Company Profit Sharing Plan — Form 5500 plan (Bay Alarm Co.)

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, Bay Alarm Company Profit Sharing Plan is a benefit plan reported by Bay Alarm Co. under EIN 68-0462287 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,601 participants and $113,575,065 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bay Alarm Co.
EIN
68-0462287
Plan number
001
Plan type
2
Location
Concord, CA
Latest filing year
2023
Participants
1,601
End-of-year plan assets
$113,575,065

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,601H, C20241004102820NAL0011305297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,575,065
Total liabilities (EOY)
$0
Net assets (EOY)
$113,575,065
Net assets (BOY)
$95,811,981

Income & contributions

Employer contributions
$2,476,931
Participant contributions
$7,943,484
Total contributions
$10,557,272
Total income / additions
$30,435,916

Expenses & distributions

Benefits paid
$8,060,805
Administrative expenses
-$24,202
Total expenses
$8,037,160
Net increase / (decrease)
$22,398,756

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$29,903not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$54,105$02023

Related Form 5500 pages