Baywood Court Employee Savings Plan — Form 5500 plan (Baywood Court)
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, Baywood Court Employee Savings Plan is a benefit plan reported by Baywood Court under EIN 94-2940176 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $8,103,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baywood Court
- EIN
- 94-2940176
- Plan number
- 001
- Plan type
- 2
- Location
- Castro Valley, CA
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $8,103,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20250407150300NAL0010194579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,103,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,103,819
- Net assets (BOY)
- $5,894,294
Income & contributions
- Employer contributions
- $285,537
- Participant contributions
- $657,013
- Total contributions
- $1,809,778
- Total income / additions
- $2,902,688
Expenses & distributions
- Benefits paid
- $646,965
- Administrative expenses
- $46,198
- Total expenses
- $693,163
- Net increase / (decrease)
- $2,209,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,397 | $0 | 2023 |
| Kestra Advisory Services | INVESTMENT ADVISORY | $0 | $18,980 | 2023 |
| Relation Insurance Services Of Cali | CONTRACT ADMINISTRATOR | $5,000 | $6,526 | 2023 |
| Kestra Investment Services | OTHER SERVICES | $0 | $5,361 | 2023 |
| Willshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baywood Court
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Castro Valley, CA
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services — Schedule C compensation
- Relation Insurance Services Of Cali — Schedule C compensation
- Kestra Investment Services — Schedule C compensation
- Willshire Advisors LLC — Schedule C compensation