The 401(K) Retirement Plan — Form 5500 plan (Bayberry Financial Services Corporation)
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 401(K) Retirement Plan is a benefit plan reported by Bayberry Financial Services Corporation under EIN 81-1010753 and plan number 005. The latest loaded filing year is 2023. The filing reports 120 participants and $14,542,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bayberry Financial Services Corporation
- EIN
- 81-1010753
- Plan number
- 005
- Plan type
- 3
- Location
- Seabrook, NH
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $14,542,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20240910123658NAL0005644929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,542,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,542,961
- Net assets (BOY)
- $13,452,763
Income & contributions
- Employer contributions
- $198,172
- Participant contributions
- $503,796
- Total contributions
- $911,090
- Total income / additions
- $3,207,239
Expenses & distributions
- Benefits paid
- $2,101,464
- Administrative expenses
- $15,577
- Total expenses
- $2,117,041
- Net increase / (decrease)
- $1,090,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $15,577 | $0 | 2023 |