Bas Financial Holdings Employee Stock Ownership 401(K) Plan — Form 5500 plan (Bas Financial Holdings, 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, Bas Financial Holdings Employee Stock Ownership 401(K) Plan is a benefit plan reported by Bas Financial Holdings, Inc. under EIN 88-3707979 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $2,987,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bas Financial Holdings, Inc.
- EIN
- 88-3707979
- Plan number
- 001
- Plan type
- 2
- Location
- Ellsworth, ME
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $2,987,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20251015110017NAL0002289491001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,987,752
- Total liabilities (EOY)
- $473
- Net assets (EOY)
- $2,987,279
- Net assets (BOY)
- $43,119
Income & contributions
- Employer contributions
- $19,907
- Participant contributions
- $31,632
- Total income / additions
- $2,896,416
Expenses & distributions
- Benefits paid
- $10,262
- Administrative expenses
- $442
- Total expenses
- $10,704
- Net increase / (decrease)
- $2,885,712
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.