Bailard, Inc. 401(K) Plan — Form 5500 plan (Bailard, 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, Bailard, Inc. 401(K) Plan is a benefit plan reported by Bailard, Inc. under EIN 94-2149863 and plan number 001. The latest loaded filing year is 2023. The filing reports 91 participants and $38,682,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bailard, Inc.
- EIN
- 94-2149863
- Plan number
- 001
- Plan type
- 2
- Location
- Foster City, CA
- Latest filing year
- 2023
- Participants
- 91
- End-of-year plan assets
- $38,682,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91 | I | 20240829195324NAL0022362368001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $38,682,493
- Net assets (EOY)
- $38,682,493
- Net assets (BOY)
- $29,668,211
Income & contributions
- Employer contributions
- $349,722
- Participant contributions
- $1,523,294
- Total income / additions
- $9,079,125
Expenses & distributions
- Benefits paid
- $62,723
- Administrative expenses
- $2,120
- Total expenses
- $64,843
- Net increase / (decrease)
- $9,014,282
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.