Bay Ship & Yacht Company 401(K) Profit Sharing Plan — Form 5500 plan (Bay Ship And Yacht 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, Bay Ship & Yacht Company 401(K) Profit Sharing Plan is a benefit plan reported by Bay Ship And Yacht Company under EIN 94-3129531 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $30,594,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay Ship And Yacht Company
- EIN
- 94-3129531
- Plan number
- 001
- Plan type
- 3
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 554
- End-of-year plan assets
- $30,594,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20241017100041NAL0018404579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,594,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,594,432
- Net assets (BOY)
- $25,515,629
Income & contributions
- Employer contributions
- $325,694
- Participant contributions
- $2,297,259
- Total contributions
- $2,674,667
- Total income / additions
- $6,649,712
Expenses & distributions
- Benefits paid
- $1,412,367
- Administrative expenses
- $140,466
- Total expenses
- $1,570,909
- Net increase / (decrease)
- $5,078,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $51,395 | not reported in the loaded dataset | 2023 |
| Singer Lewak Llp | AUDITOR | $23,946 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $23,343 | not reported in the loaded dataset | 2023 |
| Uniglobal Pension Planning, Inc | CONTRACT ADMIN | $14,567 | $5,000 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay Ship And Yacht Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Morgan Stanley — Schedule C compensation
- Singer Lewak Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Uniglobal Pension Planning, Inc — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation