2023 Form 5500 filing — Baywood Court Employee Savings 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 20250407150300NAL0010194579001) for Baywood Court Employee Savings Plan, reported by Baywood Court under EIN 94-2940176 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250407150300NAL0010194579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baywood Court
- EIN
- 94-2940176
- Plan number
- 001
- Location
- Castro Valley, CA
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,103,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,103,819
- Employer contributions
- $285,537
- Participant contributions
- $657,013
- Total income / additions
- $2,902,688
- Benefits paid
- $646,965
- Administrative expenses
- $46,198
- Total expenses
- $693,163
- Net increase / (decrease)
- $2,209,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,397 | $0 |
| Kestra Advisory Services | INVESTMENT ADVISORY | $0 | $18,980 |
| Relation Insurance Services Of Cali | CONTRACT ADMINISTRATOR | $5,000 | $6,526 |
| Kestra Investment Services | OTHER SERVICES | $0 | $5,361 |
| Willshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |