Plan5500

Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid — Form 5500 plan (Bay Area Legal Aid)

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, Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid is a benefit plan reported by Bay Area Legal Aid under EIN 94-1631316 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $16,925,770 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.9MPlan net assets, end of year$16,925,770
Participants247Covered participants reported
Assets / participant$68.5KComputed: assets ÷ participants$68,525 (computed)
Provider compensation$1.4K1 Schedule C provider row(s)$1,394
Plan sponsor
Bay Area Legal Aid
EIN
94-1631316
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    247 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$346.2K
Benefits paid / distributions$344.8K
Contributions
Employer$531.6K
Participant$791.7K
Full reported line items

Net assets

Total assets (EOY)
$16,925,770
Total liabilities (EOY)
$0
Net assets (EOY)
$16,925,770
Net assets (BOY)
$13,501,061

Income & contributions

Employer contributions
$531,564
Participant contributions
$791,696
Total contributions
$1,415,385
Total income / additions
$3,770,931

Expenses & distributions

Benefits paid
$344,828
Administrative expenses
$1,394
Total expenses
$346,222
Net increase / (decrease)
$3,424,709
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Investment Corp$1.4K
    RECORD KEEPER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid?
Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid is reported as sponsored by Bay Area Legal Aid (EIN 94-1631316, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid?
The latest Form 5500 filing year loaded for Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid is 2023.
How many participants does Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid report?
Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid reports 247 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid?
Safe-Harbor 401(K) Profit-Sharing Plan For Employees Of Bay Area Legal Aid reports $16,925,770 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages