Bailey Mortgage Enterprises, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Bailey Mortgage Enterprises, Inc.)
Plain-English plan 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, Bailey Mortgage Enterprises, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Bailey Mortgage Enterprises, Inc. under EIN 26-4589244 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $440,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bailey Mortgage Enterprises, Inc.
- EIN
- 26-4589244
- Plan number
- 001
- Plan type
- 2
- Location
- Arcata, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $440,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241014081418NAL0026801057001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $440,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $440,867
- Net assets (BOY)
- $383,658
Income & contributions
- Employer contributions
- $3,723
- Total income / additions
- $63,015
Expenses & distributions
- Benefits paid
- $73
- Total expenses
- $5,806
- Net increase / (decrease)
- $57,209
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.