Plan5500

Bay-Vanguard Federal Savings Bank — 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, Bay-Vanguard Federal Savings Bank (EIN 52-0390295) is a plan sponsor located in Baltimore, 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
52-0390295
Location
Baltimore, 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 Bay-Vanguard Federal Savings Bank

  • 2 loaded plans hold $17M in reported assets.
  • The largest, Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan, holds 72% of this company's reported plan assets.
  • Plans cover 195 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17MSummed across loaded plans$17,013,237
Total reported assets$17M$17,013,237
Total reported participants195
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$17M total assets
Net assets$17MLiabilities—
Contributions & income
Employer contributions$869.9K
Participant contributions$423.9K
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$35.8K
Total expenses$45.6K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets72%Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan
Participants per plan98Average 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
    Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan$12.3M
    Plan #002 · 81 participants · 2023
  2. 2
    Bay-Vanguard Federal Savings Bank 401(K) Profit Sharing Plan$4.7M
    Plan #001 · 114 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 Bay-Vanguard Federal Savings Bank. Open one for its full reported snapshot.

  1. 2023
    Bay-Vanguard Federal Savings Bank 401(K) Profit Sharing Plan114 participants · 2Sch I
    View filing →
  2. 2023
    Bay-Vanguard Federal Savings Bank Employee Stock Ownership Plan81 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bay-Vanguard Federal Savings Bank report on Form 5500?
Bay-Vanguard Federal Savings Bank (EIN 52-0390295) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bay-Vanguard Federal Savings Bank?
The Employer Identification Number (EIN) reported for Bay-Vanguard Federal Savings Bank is 52-0390295.
What is the latest Form 5500 filing year for Bay-Vanguard Federal Savings Bank?
The latest loaded Form 5500 filing year for Bay-Vanguard Federal Savings Bank is 2023.

Related Form 5500 pages