Baymark Health Services, Inc. Retirement Savings Plan — Form 5500 plan (Baymark Health Services, 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, Baymark Health Services, Inc. Retirement Savings Plan is a benefit plan reported by Baymark Health Services, Inc. under EIN 47-3508010 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,341 participants and $38,219,175 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baymark Health Services, Inc.
EIN
47-3508010
Plan number
001
Plan type
3
Location
Lewisville, TX
Latest filing year
2023
Participants
3,341
End-of-year plan assets
$38,219,175

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,341H, C20241008092014NAL0028247280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,219,175
Total liabilities (EOY)
$4
Net assets (EOY)
$38,219,171
Net assets (BOY)
$30,988,854

Income & contributions

Employer contributions
$786,821
Participant contributions
$5,891,271
Total contributions
$7,507,818
Total income / additions
$12,749,796

Expenses & distributions

Benefits paid
$5,349,973
Administrative expenses
$131,185
Total expenses
$5,519,479
Net increase / (decrease)
$7,230,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$120,468$02023
Strategic Advisors, Inc.ADVISOR$10,717not reported in the loaded dataset2023

Related Form 5500 pages