2023 Form 5500 filing — Bay Village Of Sarasota Inc. Tax Sheltered Annuity 403b Plan

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 20240910081332NAL0002860771001) for Bay Village Of Sarasota Inc. Tax Sheltered Annuity 403b Plan, reported by Bay Village Of Sarasota Inc. under EIN 59-1453706 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,319,134
Participants222
Provider compensation$3781 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240910081332NAL0002860771001
Plan sponsor
Bay Village Of Sarasota Inc.
EIN
59-1453706
Plan number
001
Location
Sarasota, FL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$533.3K
Total expenses$224.1K
Benefits paid / distributions$220.2K
Contributions
Employer$204.3K
Participant$0
Full reported line items
Total assets (EOY)
$3,319,134
Total liabilities (EOY)
$0
Net assets (EOY)
$3,319,134
Employer contributions
$204,315
Participant contributions
$0
Total income / additions
$533,258
Benefits paid
$220,156
Administrative expenses
$17
Total expenses
$224,099
Net increase / (decrease)
$309,159
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $378 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240910081332NAL0002860771001 cover?
It is the 2023 Form 5500 filing for Bay Village Of Sarasota Inc. Tax Sheltered Annuity 403b Plan, reported by Bay Village Of Sarasota Inc. (EIN 59-1453706).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages