Plan5500

Bacchus Management Group — 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, Bacchus Management Group (EIN 94-3356925) is a plan sponsor located in Woodside, CA with 1 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
94-3356925
Location
Woodside, CA
Loaded plans
6
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 Bacchus Management Group

  • 6 loaded plans hold $4.1M in reported assets.
  • The largest, Bmg 401(K) Plan, holds 97% of this company's reported plan assets.
  • Plans cover 1,219 reported participants.
  • 6 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,127,052
Total reported assets$4.1M$4,127,052
Total reported participants1.2K1,219
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$200.2K
Participant contributions$393K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$320.1K
Total expenses$357.7K
Net increase / (decrease)$896.1K

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation1 / 6 (17%)

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 assets97%Bmg 401(K) Plan
Participants per plan203Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Bmg 401(K) Plan$4M
    Plan #001 · 927 participants · 2023
  2. 2
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 505$109K
    Plan #505 · 54 participants · 2023
  3. 3
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 508$0
    Plan #508 · 91 participants · 2023
  4. 4
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 506$0
    Plan #506 · 66 participants · 2023
  5. 5
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 507$0
    Plan #507 · 61 participants · 2023
  6. 6
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 509$0
    Plan #509 · 20 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 Bacchus Management Group. Open one for its full reported snapshot.

  1. 2023
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 50554 participants · 2Sch I
    View filing →
  2. 2023
    Bmg 401(K) Plan927 participants · 2Sch HSch C
    View filing →
  3. 2023
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 50666 participants · 2Sch I
    View filing →
  4. 2023
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 50761 participants · 2Sch I
    View filing →
  5. 2023
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 50891 participants · 2Sch I
    View filing →
  6. 2023
    Spruce Restaurant (Bacchus Management Group) Health And Welfare Plan 50920 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bacchus Management Group report on Form 5500?
Bacchus Management Group (EIN 94-3356925) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bacchus Management Group?
The Employer Identification Number (EIN) reported for Bacchus Management Group is 94-3356925.
What is the latest Form 5500 filing year for Bacchus Management Group?
The latest loaded Form 5500 filing year for Bacchus Management Group is 2023.

Related Form 5500 pages