The Bay 101 401(K) Plan — Form 5500 plan (Bay 101)
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, The Bay 101 401(K) Plan is a benefit plan reported by Bay 101 under EIN 77-0187274 and plan number 001. The latest loaded filing year is 2023. The filing reports 560 participants and $18,287,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay 101
- EIN
- 77-0187274
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $18,287,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20240807131652NAL0002085411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,287,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,287,168
- Net assets (BOY)
- $14,255,646
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,902,373
- Total contributions
- $2,922,203
- Total income / additions
- $5,598,229
Expenses & distributions
- Benefits paid
- $1,493,189
- Administrative expenses
- $73,518
- Total expenses
- $1,566,707
- Net increase / (decrease)
- $4,031,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $35,931 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,100 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,195 | $0 | 2023 |
| Bpm Llp | AUDITOR | $8,292 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay 101
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Bpm Llp — Schedule C compensation