2023 Form 5500 filing — The Bay Club Company 401(K) 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 20241010155919NAL0010224691001) for The Bay Club Company 401(K) Plan, reported by The Bay Club Company under EIN 94-2546868 and plan number 001. It reports 1,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010155919NAL0010224691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bay Club Company
- EIN
- 94-2546868
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 1,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,121,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,121,577
- Employer contributions
- $0
- Participant contributions
- $1,407,615
- Total income / additions
- $5,755,168
- Benefits paid
- $1,917,508
- Administrative expenses
- $112,012
- Total expenses
- $2,029,520
- Net increase / (decrease)
- $3,725,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Advocates Investment Mana | INVESTMENT ADVISOR | $53,884 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,582 | not reported in the loaded dataset |
| Silicon Valley Accountancy Corp | AUDITOR | $21,546 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |