2023 Form 5500 filing — Safe-Harbor 403(B) Thrift Plan For Employees Of Bay Area Legal Services, Inc.

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 20250324121712NAL0025513746001) for Safe-Harbor 403(B) Thrift Plan For Employees Of Bay Area Legal Services, Inc., reported by Bay Area Legal Services, Inc. under EIN 59-1171886 and plan number 002. It reports 232 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)$15.3MReported net assets$15,258,085
Participants232
Provider compensation$1K1 Schedule C row(s)$1,026
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250324121712NAL0025513746001
Plan sponsor
Bay Area Legal Services, Inc.
EIN
59-1171886
Plan number
002
Location
Tampa, FL
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)$15.3M total assets
Net assets$15.3MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$315.3K
Participant$675.4K
Full reported line items
Total assets (EOY)
$15,258,085
Total liabilities (EOY)
$0
Net assets (EOY)
$15,258,085
Employer contributions
$315,328
Participant contributions
$675,447
Total income / additions
$3,232,121
Benefits paid
$1,974,241
Administrative expenses
$1,051
Total expenses
$1,975,292
Net increase / (decrease)
$1,256,829
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250324121712NAL0025513746001 cover?
It is the 2023 Form 5500 filing for Safe-Harbor 403(B) Thrift Plan For Employees Of Bay Area Legal Services, Inc., reported by Bay Area Legal Services, Inc. (EIN 59-1171886).
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