Ba Holdings, Inc. Savings Plan — Form 5500 plan (Ba Holdings, 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, Ba Holdings, Inc. Savings Plan is a benefit plan reported by Ba Holdings, Inc. under EIN 33-0712701 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,086 participants and $64,849,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ba Holdings, Inc.
- EIN
- 33-0712701
- Plan number
- 001
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 1,086
- End-of-year plan assets
- $64,849,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,086 | H, C | 20250613092725NAL0017750993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,849,364
- Net assets (EOY)
- $64,849,364
- Net assets (BOY)
- $62,193,680
Income & contributions
- Employer contributions
- $2,036,458
- Participant contributions
- $2,815,340
- Total contributions
- $5,823,982
- Total income / additions
- $15,048,185
Expenses & distributions
- Benefits paid
- $12,307,621
- Administrative expenses
- $80,652
- Total expenses
- $12,392,501
- Net increase / (decrease)
- $2,655,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $45,116 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $20,573 | not reported in the loaded dataset | 2023 |
| Marsh And Mclennan Companies, | NONE | $11,813 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ba Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- T Rowe Price Rps Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Marsh And Mclennan Companies, — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation