Bass Cash Balance Plan — 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 Cash Balance Plan is a benefit plan reported by Bass Medical Group, Inc. under EIN 56-2605608 and plan number 003. The latest loaded filing year is 2023. The filing reports 208 participants and $45,268,954 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
003
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
Participants
208
End-of-year plan assets
$45,268,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20250401192641NAL0007513089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,268,954
Total liabilities (EOY)
$0
Net assets (EOY)
$45,268,954
Net assets (BOY)
$30,334,257

Income & contributions

Employer contributions
$12,694,694
Total contributions
$12,694,694
Total income / additions
$16,449,095

Expenses & distributions

Benefits paid
$1,184,703
Administrative expenses
$329,695
Total expenses
$1,514,398
Net increase / (decrease)
$14,934,697

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Td AmeritradeRECORDKEEPER$107,161$02023
Futureplan By AscensusNONE$60,018not reported in the loaded dataset2023
Armanino LlpAUDITOR$18,900not reported in the loaded dataset2023

Related Form 5500 pages