The Bay Club Company 401(K) Plan — Form 5500 plan (The Bay Club Company)
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, The Bay Club Company 401(K) Plan is a benefit plan reported by The Bay Club Company under EIN 94-2546868 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,369 participants and $28,121,577 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bay Club Company
- EIN
- 94-2546868
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 1,369
- End-of-year plan assets
- $28,121,577
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,369 | H, C | 20241010155919NAL0010224691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,121,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,121,577
- Net assets (BOY)
- $24,395,929
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,407,615
- Total contributions
- $1,659,443
- Total income / additions
- $5,755,168
Expenses & distributions
- Benefits paid
- $1,917,508
- Administrative expenses
- $112,012
- Total expenses
- $2,029,520
- Net increase / (decrease)
- $3,725,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advocates Investment Mana | INVESTMENT ADVISOR | $53,884 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,582 | not reported in the loaded dataset | 2023 |
| Silicon Valley Accountancy Corp | AUDITOR | $21,546 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Bay Club Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Financial Advocates Investment Mana — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Silicon Valley Accountancy Corp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation