2023 Form 5500 filing — Bay Area Environmental Research Institute Tda

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 20241015113644NAL0016240803005) for Bay Area Environmental Research Institute Tda, reported by Bay Area Environmental Research Institute under EIN 94-3176058 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,456,068
Participants175
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015113644NAL0016240803005
Plan sponsor
Bay Area Environmental Research Institute
EIN
94-3176058
Plan number
002
Location
Moffett Field, 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)$12.5M total assets
Net assets$12.5MLiabilities
Money in vs. money out
Total income / additions$2.8M
Total expenses$127.3K
Benefits paid / distributions$127.3K
Contributions
EmployerNot reported
Participant$1M
Full reported line items
Total assets (EOY)
$12,456,068
Net assets (EOY)
$12,456,068
Participant contributions
$1,013,344
Total income / additions
$2,776,912
Benefits paid
$127,299
Administrative expenses
$50
Total expenses
$127,349
Net increase / (decrease)
$2,649,563

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113644NAL0016240803005 cover?
It is the 2023 Form 5500 filing for Bay Area Environmental Research Institute Tda, reported by Bay Area Environmental Research Institute (EIN 94-3176058).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages