Bazella Group Retirement Plan — Form 5500 plan (Bazella Works)
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, Bazella Group Retirement Plan is a benefit plan reported by Bazella Works under EIN 82-5235939 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $8,323,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bazella Works
- EIN
- 82-5235939
- Plan number
- 002
- Plan type
- 2
- Location
- Whitehall, PA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $8,323,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241015072357NAL0028923921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,323,664
- Total liabilities (EOY)
- $604
- Net assets (EOY)
- $8,323,060
- Net assets (BOY)
- $6,933,617
Income & contributions
- Employer contributions
- $766,014
- Participant contributions
- $428,035
- Total contributions
- $1,194,049
- Total income / additions
- $2,456,930
Expenses & distributions
- Benefits paid
- $1,024,702
- Administrative expenses
- $40,945
- Total expenses
- $1,067,487
- Net increase / (decrease)
- $1,389,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Bank, N.A. | NONE | $40,946 | $0 | 2023 |