Plan5500

Bay Point, CA Form 5500 retirement and benefit plan filings

City Form 5500 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, Bay Point, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $413,501 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Bay Point

  • 1 loaded plans hold $413.5K in reported assets across 1 sponsors.
  • The largest, Kat Electric Service, Inc. 401k Profit Sharing Plan, holds 100% of reported Bay Point plan assets.
  • Plans cover 14 participants — about 14 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$413.5KSummed across loaded plans$413,501
Total reported assets$413.5K$413,501
Total reported participants14
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$413.5K total assets
Net assets$413.5KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$27.4K
Total income / additions$143.6K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$25
Net increase / (decrease)$143.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bay Point, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Bay Point market comparison

Largest plan share of assets100%Kat Electric Service, Inc. 401k Profit Sharing Plan
Participants per plan14Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bay Point

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kat Electric Service, Inc. 401k Profit Sharing Plan$413.5K
    Kat Electric Service, Inc. · 2023

Largest plans in Bay Point → · Bay Point plans by participants → · Bay Point plans with financial data → · Bay Point plans with provider compensation → · $1B+ plans in Bay Point →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bay Point, CA?
1 plan(s) reported by 1 sponsor(s) are loaded for Bay Point, CA.

Related Form 5500 pages