2023 Form 5500 filing — Bayard, P.A. 401k 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 20240913151401NAL0010087969001) for Bayard, P.A. 401k Plan, reported by Bayard, P.A. under EIN 51-0200788 and plan number 001. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.7MReported net assets$19,688,430
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240913151401NAL0010087969001
Plan sponsor
Bayard, P.A.
EIN
51-0200788
Plan number
001
Location
Wilmington, DE
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)$19.7M total assets
Net assets$19.7MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$648K
Benefits paid / distributions$647.6K
Contributions
Employer$409.4K
Participant$554K
Full reported line items
Total assets (EOY)
$19,688,430
Total liabilities (EOY)
$0
Net assets (EOY)
$19,688,430
Employer contributions
$409,402
Participant contributions
$554,034
Total income / additions
$5,300,383
Benefits paid
$647,577
Administrative expenses
$450
Total expenses
$648,027
Net increase / (decrease)
$4,652,356

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913151401NAL0010087969001 cover?
It is the 2023 Form 5500 filing for Bayard, P.A. 401k Plan, reported by Bayard, P.A. (EIN 51-0200788).
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