Bay View Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bay View Industries, 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, Bay View Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bay View Industries, Inc. under EIN 39-0874653 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $11,737,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bay View Industries, Inc.
EIN
39-0874653
Plan number
001
Plan type
2
Location
Oak Creek, WI
Latest filing year
2023
Participants
217
End-of-year plan assets
$11,737,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241014141337NAL0013429443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,737,945
Total liabilities (EOY)
$37
Net assets (EOY)
$11,737,908
Net assets (BOY)
$11,108,142

Income & contributions

Employer contributions
$112,492
Participant contributions
$640,511
Total contributions
$976,935
Total income / additions
$2,327,648

Expenses & distributions

Benefits paid
$1,639,698
Administrative expenses
$58,184
Total expenses
$1,697,882
Net increase / (decrease)
$629,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$51,909$02023
E2 Retirement ConsultingNONE$6,275not reported in the loaded dataset2023

Related Form 5500 pages