Bay Medical Management, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Bay Medical Management, LLC)
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 Medical Management, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Bay Medical Management, LLC under EIN 68-0423282 and plan number 005. The latest loaded filing year is 2023. The filing reports 380 participants and $181,419,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay Medical Management, LLC
- EIN
- 68-0423282
- Plan number
- 005
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $181,419,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241011174046NAL0045336066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,419,263
- Net assets (EOY)
- $181,419,263
- Net assets (BOY)
- $143,649,894
Income & contributions
- Employer contributions
- $5,108,953
- Participant contributions
- $4,187,531
- Total contributions
- $11,891,412
- Total income / additions
- $38,935,675
Expenses & distributions
- Benefits paid
- $969,647
- Administrative expenses
- $180,645
- Total expenses
- $1,166,306
- Net increase / (decrease)
- $37,769,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $93,771 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Se | NONE | $20,952 | not reported in the loaded dataset | 2023 |
| Capital Advantage Inc | NONE | $20,163 | not reported in the loaded dataset | 2023 |
| Pacific Global Investment Mana | NONE | $17,356 | not reported in the loaded dataset | 2023 |
| Harry Keir Oxley Dba Double Ba | NONE | $9,403 | not reported in the loaded dataset | 2023 |
| Equius Partners Inc | NONE | $6,690 | not reported in the loaded dataset | 2023 |
| Destination Wealth Management | NONE | $6,406 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,357 | $0 | 2023 |
| Morling Financial Advisors LLC | NONE | $5,275 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay Medical Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Capital Advantage Inc — Schedule C compensation
- Pacific Global Investment Mana — Schedule C compensation
- Harry Keir Oxley Dba Double Ba — Schedule C compensation
- Equius Partners Inc — Schedule C compensation
- Destination Wealth Management — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Morling Financial Advisors LLC — Schedule C compensation