2023 Form 5500 filing — The Bay State Milling Company Retirement 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 20241011121920NAL0012474435001) for The Bay State Milling Company Retirement Plan, reported by Bay State Milling Company under EIN 41-0141850 and plan number 003. It reports 777 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)$80.2MReported net assets$80,210,530
Participants777
Provider compensation$47.5K3 Schedule C row(s)$47,459
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121920NAL0012474435001
- Plan sponsor
- Bay State Milling Company
- EIN
- 41-0141850
- Plan number
- 003
- Location
- Quincy, MA
- 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)$80.2M total assets
Net assets$80.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $80,210,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,210,530
- Employer contributions
- $2,342,401
- Participant contributions
- $5,794,948
- Total income / additions
- $20,730,408
- Benefits paid
- $8,754,658
- Administrative expenses
- $47,466
- Total expenses
- $8,802,124
- Net increase / (decrease)
- $11,928,284
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors | NONE | $32,469 | not reported in the loaded dataset |
| Napatree Capital LLC | NONE | $7,500 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $7,490 | $0 |