2023 Form 5500 filing — Bay Ship & Yacht Company 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 20241017100041NAL0018404579001) for Bay Ship & Yacht Company 401(K) Profit Sharing Plan, reported by Bay Ship And Yacht Company under EIN 94-3129531 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017100041NAL0018404579001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bay Ship And Yacht Company
- EIN
- 94-3129531
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,594,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,594,432
- Employer contributions
- $325,694
- Participant contributions
- $2,297,259
- Total income / additions
- $6,649,712
- Benefits paid
- $1,412,367
- Administrative expenses
- $140,466
- Total expenses
- $1,570,909
- Net increase / (decrease)
- $5,078,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $51,395 | not reported in the loaded dataset |
| Singer Lewak Llp | AUDITOR | $23,946 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $23,343 | not reported in the loaded dataset |
| Uniglobal Pension Planning, Inc | CONTRACT ADMIN | $14,567 | $5,000 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | $0 |