2023 Form 5500 filing — Bay Towel, Inc. 401(K) Profit Sharing 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 20241009105626NAL0010542003001) for Bay Towel, Inc. 401(K) Profit Sharing Plan, reported by Bay Towel, Inc. under EIN 39-1027487 and plan number 001. It reports 276 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)$5.1MReported net assets$5,066,729
Participants276
Provider compensation$39.5K3 Schedule C row(s)$39,476
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009105626NAL0010542003001
Plan sponsor
Bay Towel, Inc.
EIN
39-1027487
Plan number
001
Location
Little Chute, WI
Received date
not reported in the loaded dataset
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$459.5K
Benefits paid / distributions$423.2K
Contributions
Employer$65.9K
Participant$395.7K
Full reported line items
Total assets (EOY)
$5,066,729
Total liabilities (EOY)
$0
Net assets (EOY)
$5,066,729
Employer contributions
$65,856
Participant contributions
$395,712
Total income / additions
$1,273,280
Benefits paid
$423,176
Administrative expenses
$35,795
Total expenses
$459,470
Net increase / (decrease)
$813,810

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard GroupRECORDKEEPER$19,533not reported in the loaded dataset
Nicolt National BankADVISOR$15,744not reported in the loaded dataset
Retirement Strategies LLCTPA$4,199not reported in the loaded dataset

Related Form 5500 pages