2023 Form 5500 filing — Bass Medical Group 401(K) Plan I
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 20241015154205NAL0028975057001) for Bass Medical Group 401(K) Plan I, reported by Bass Medical Group, Inc. under EIN 56-2605608 and plan number 001. It reports 1,151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154205NAL0028975057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bass Medical Group, Inc.
- EIN
- 56-2605608
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 1,151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,991,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,991,155
- Employer contributions
- $9,022,920
- Participant contributions
- $6,840,358
- Total income / additions
- $36,042,358
- Benefits paid
- $4,212,976
- Administrative expenses
- $187,904
- Total expenses
- $4,400,880
- Net increase / (decrease)
- $31,641,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $106,393 | $0 |
| Wealth Plan Partner Inc. | RETAINED BY EMPLOYER | $81,511 | not reported in the loaded dataset |