2023 Form 5500 filing — Bay Area Industry Promotion Fund Profit Sharing Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240304120008NAL0023085809001) for Bay Area Industry Promotion Fund Profit Sharing Plan And Trust, reported by Bay Area Industry Promotion Fund under EIN 93-1171607 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,737,052
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240304120008NAL0023085809001
Plan sponsor
Bay Area Industry Promotion Fund
EIN
93-1171607
Plan number
001
Location
Pleasanton, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$457.1K
Total expenses$701.6K
Benefits paid / distributions$701.6K
Contributions
Employer$124.6K
Participant$68.3K
Full reported line items
Total assets (EOY)
$1,737,052
Net assets (EOY)
$1,737,052
Employer contributions
$124,590
Participant contributions
$68,300
Total income / additions
$457,089
Benefits paid
$701,566
Total expenses
$701,566
Net increase / (decrease)
-$244,477

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240304120008NAL0023085809001 cover?
It is the 2023 Form 5500 filing for Bay Area Industry Promotion Fund Profit Sharing Plan And Trust, reported by Bay Area Industry Promotion Fund (EIN 93-1171607).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages