Byer California Retirement Savings Plan — Form 5500 plan (Byer California)
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, Byer California Retirement Savings Plan is a benefit plan reported by Byer California under EIN 94-1582944 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $108,248,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Byer California
- EIN
- 94-1582944
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 471
- End-of-year plan assets
- $108,248,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 471 | H, C | 20250610191845NAL0015137873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,248,253
- Total liabilities (EOY)
- $3,939
- Net assets (EOY)
- $108,244,314
- Net assets (BOY)
- $110,815,205
Income & contributions
- Employer contributions
- $723,351
- Total contributions
- $723,351
- Total income / additions
- $22,889,803
Expenses & distributions
- Benefits paid
- $25,003,962
- Administrative expenses
- $456,732
- Total expenses
- $25,460,694
- Net increase / (decrease)
- -$2,570,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $223,987 | not reported in the loaded dataset | 2023 |
| Lazard Global Equity | NONE | $81,731 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $66,324 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $39,011 | not reported in the loaded dataset | 2023 |
| Abrams & Associates | NONE | $24,340 | not reported in the loaded dataset | 2023 |
| Comyns Smith Mccleary & Deaver, Llp | NONE | $16,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Byer California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Morgan Stanley — Schedule C compensation
- Lazard Global Equity — Schedule C compensation
- Milliman — Schedule C compensation
- Principal — Schedule C compensation
- Abrams & Associates — Schedule C compensation
- Comyns Smith Mccleary & Deaver, Llp — Schedule C compensation