2023 Form 5500 filing — Bayshire 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 20241014194322NAL0028174497001) for Bayshire 401(K) Plan, reported by Bayshire, LLC under EIN 81-4023838 and plan number 001. It reports 750 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)$1.8MReported net assets$1,790,479
Participants750
Provider compensation$6.4K3 Schedule C row(s)$6,443
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014194322NAL0028174497001
Plan sponsor
Bayshire, LLC
EIN
81-4023838
Plan number
001
Location
Escondido, CA
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)$1.8M total assets
Net assets$1.8MLiabilities$489
Money in vs. money out
Total income / additions$1.2M
Total expenses$134.7K
Benefits paid / distributions$115K
Contributions
Employer$130.3K
Participant$624.4K
Full reported line items
Total assets (EOY)
$1,790,968
Total liabilities (EOY)
$489
Net assets (EOY)
$1,790,479
Employer contributions
$130,253
Participant contributions
$624,447
Total income / additions
$1,208,606
Benefits paid
$114,999
Administrative expenses
$19,749
Total expenses
$134,748
Net increase / (decrease)
$1,073,858
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $5.8K
  2. 2
    RECORDKEEPER · Direct $415
  3. 3
    RIA · Direct $232

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014194322NAL0028174497001 cover?
It is the 2023 Form 5500 filing for Bayshire 401(K) Plan, reported by Bayshire, LLC (EIN 81-4023838).
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