Bayview Services Group Employee Stock Ownership Plan — Form 5500 plan (Bayview Services, Inc.)

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, Bayview Services Group Employee Stock Ownership Plan is a benefit plan reported by Bayview Services, Inc. under EIN 94-3226187 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $23,915,298 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bayview Services, Inc.
EIN
94-3226187
Plan number
002
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
182
End-of-year plan assets
$23,915,298

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20250114123713NAL0019821761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,915,298
Total liabilities (EOY)
$0
Net assets (EOY)
$23,915,298
Net assets (BOY)
$21,693,586

Income & contributions

Employer contributions
$1,377,846
Total contributions
$1,377,846
Total income / additions
$2,694,953

Expenses & distributions

Benefits paid
$402,870
Administrative expenses
$70,371
Total expenses
$473,241
Net increase / (decrease)
$2,221,712

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Securities LLCINVESTMENT ADVISOR$70,371$02023

Related Form 5500 pages