2023 Form 5500 filing — Baptist Ventures, Inc. 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 20241014111015NAL0027115873001) for Baptist Ventures, Inc. 401(K) Plan, reported by Baptist Ventures Inc. under EIN 63-0837260 and plan number 003. It reports 246 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)$9.8MReported net assets$9,842,288
Participants246
Provider compensation$10.2K2 Schedule C row(s)$10,211
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014111015NAL0027115873001
Plan sponsor
Baptist Ventures Inc.
EIN
63-0837260
Plan number
003
Location
Montgomery, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.8M total assets
Net assets$9.8MLiabilities
Money in vs. money out
Total income / additions$1.7M
Total expenses$793.1K
Benefits paid / distributions$782.9K
Contributions
EmployerNot reported
Participant$397.8K
Full reported line items
Total assets (EOY)
$9,842,288
Net assets (EOY)
$9,842,288
Participant contributions
$397,818
Total income / additions
$1,663,924
Benefits paid
$782,864
Administrative expenses
$10,211
Total expenses
$793,075
Net increase / (decrease)
$870,849
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $10.2K · Indirect $0
  2. 2
    CUSTODIAN · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014111015NAL0027115873001 cover?
It is the 2023 Form 5500 filing for Baptist Ventures, Inc. 401(K) Plan, reported by Baptist Ventures Inc. (EIN 63-0837260).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages