2023 Form 5500 filing — Bay Medical Management, LLC 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 20241011174046NAL0045336066001) for Bay Medical Management, LLC 401(K) Profit Sharing Plan, reported by Bay Medical Management, LLC under EIN 68-0423282 and plan number 005. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011174046NAL0045336066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bay Medical Management, LLC
- EIN
- 68-0423282
- Plan number
- 005
- Location
- Walnut Creek, CA
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,419,263
- Net assets (EOY)
- $181,419,263
- Employer contributions
- $5,108,953
- Participant contributions
- $4,187,531
- Total income / additions
- $38,935,675
- Benefits paid
- $969,647
- Administrative expenses
- $180,645
- Total expenses
- $1,166,306
- Net increase / (decrease)
- $37,769,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $93,771 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Se | NONE | $20,952 | not reported in the loaded dataset |
| Capital Advantage Inc | NONE | $20,163 | not reported in the loaded dataset |
| Pacific Global Investment Mana | NONE | $17,356 | not reported in the loaded dataset |
| Harry Keir Oxley Dba Double Ba | NONE | $9,403 | not reported in the loaded dataset |
| Equius Partners Inc | NONE | $6,690 | not reported in the loaded dataset |
| Destination Wealth Management | NONE | $6,406 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,357 | $0 |
| Morling Financial Advisors LLC | NONE | $5,275 | not reported in the loaded dataset |