Bay Ship & Yacht Co. Employee Stock Ownership Plan — Form 5500 plan (Bay Ship & Yacht Co.)

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 Co. Employee Stock Ownership Plan is a benefit plan reported by Bay Ship & Yacht Co. under EIN 94-3129531 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $1,564,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$2.1MPlan net assets, end of year-$2,085,978
Participants207Covered participants reported
Assets / participant$7.6KComputed: assets ÷ participants$7,556 (computed)
Provider compensationNone reported
Plan sponsor
Bay Ship & Yacht Co.
EIN
94-3129531
Plan number
002
Plan type
2
Location
Alameda, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H20250402130918NAL0016627618001
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)$1.6M total assets
Net assets-$2.1MLiabilities$3.6M
Money in vs. money out
Total income / additions-$2.1M
Total expenses$22.5K
Benefits paid / distributions$0
Contributions
Employer$236.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,564,000
Total liabilities (EOY)
$3,649,978
Net assets (EOY)
-$2,085,978
Net assets (BOY)
$0

Income & contributions

Employer contributions
$236,520
Total contributions
$236,520
Total income / additions
-$2,063,480

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$22,498
Net increase / (decrease)
-$2,085,978

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages