Plan5500

Upper Bay Counseling And Support Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Upper Bay Counseling And Support Services, Inc. (EIN 51-0329224) is a plan sponsor located in Elkton, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0329224
Location
Elkton, MD
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Upper Bay Counseling And Support Services, Inc.

  • 2 loaded plans hold $5.7M in reported assets.
  • The largest, Upper Bay 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 260 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,682,871
Total reported assets$5.7M$5,682,871
Total reported participants260
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$131.6K
Participant contributions$233.1K
Total income / additions$999.5K
Expenses & distributions
Benefits paid / distributions$659.7K
Total expenses$706.5K
Net increase / (decrease)$292.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Upper Bay 403(B) Plan
Participants per plan130Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Upper Bay 403(B) Plan$5.7M
    Plan #001 · 195 participants · 2023
  2. 2
    Upper Bay Counseling And Support Services, Inc. Section 125 Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 65 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Upper Bay Counseling And Support Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Upper Bay 403(B) Plan195 participants · 2Sch HSch C
    View filing →
  2. 2023
    Upper Bay Counseling And Support Services, Inc. Section 125 Flexible Benefits Plan65 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Upper Bay Counseling And Support Services, Inc. report on Form 5500?
Upper Bay Counseling And Support Services, Inc. (EIN 51-0329224) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Upper Bay Counseling And Support Services, Inc.?
The Employer Identification Number (EIN) reported for Upper Bay Counseling And Support Services, Inc. is 51-0329224.
What is the latest Form 5500 filing year for Upper Bay Counseling And Support Services, Inc.?
The latest loaded Form 5500 filing year for Upper Bay Counseling And Support Services, Inc. is 2023.

Related Form 5500 pages