Bass Medical Group 401(K) Plan I — Form 5500 plan (Bass Medical Group, 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, Bass Medical Group 401(K) Plan I is a benefit plan reported by Bass Medical Group, Inc. under EIN 56-2605608 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,151 participants and $131,991,155 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bass Medical Group, Inc.
EIN
56-2605608
Plan number
001
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
Participants
1,151
End-of-year plan assets
$131,991,155

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,151H, C20241015154205NAL0028975057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,991,155
Total liabilities (EOY)
$0
Net assets (EOY)
$131,991,155
Net assets (BOY)
$98,973,070

Income & contributions

Employer contributions
$9,022,920
Participant contributions
$6,840,358
Total contributions
$18,797,528
Total income / additions
$36,042,358

Expenses & distributions

Benefits paid
$4,212,976
Administrative expenses
$187,904
Total expenses
$4,400,880
Net increase / (decrease)
$31,641,478

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CoRECORDKEEPER$106,393$02023
Wealth Plan Partner Inc.RETAINED BY EMPLOYER$81,511not reported in the loaded dataset2023

Related Form 5500 pages