2023 Form 5500 filing — Bayside Solutions Inc 401k Profit Sharing Plan & 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 20241005051855NAL0006258867001) for Bayside Solutions Inc 401k Profit Sharing Plan & Trust, reported by Bayside Solutions Inc under EIN 94-3389041 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005051855NAL0006258867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bayside Solutions Inc
- EIN
- 94-3389041
- Plan number
- 001
- Location
- Tracy, CA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,052,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,052,961
- Participant contributions
- $974,185
- Total income / additions
- $1,515,399
- Benefits paid
- $385,051
- Administrative expenses
- $11,021
- Total expenses
- $396,072
- Net increase / (decrease)
- $1,119,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockefeller Financial LLC | INVESTMENT/FINANCIAL ADVI | $9,096 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,924 | $0 |