Bayside Solutions Inc 401k Profit Sharing Plan & Trust — Form 5500 plan (Bayside Solutions 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, Bayside Solutions Inc 401k Profit Sharing Plan & Trust is a benefit plan reported by Bayside Solutions Inc under EIN 94-3389041 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $3,052,961 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bayside Solutions Inc
- EIN
- 94-3389041
- Plan number
- 001
- Plan type
- 2
- Location
- Tracy, CA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $3,052,961
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241005051855NAL0006258867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,052,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,052,961
- Net assets (BOY)
- $1,933,634
Income & contributions
- Participant contributions
- $974,185
- Total contributions
- $1,058,188
- Total income / additions
- $1,515,399
Expenses & distributions
- Benefits paid
- $385,051
- Administrative expenses
- $11,021
- Total expenses
- $396,072
- Net increase / (decrease)
- $1,119,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockefeller Financial LLC | INVESTMENT/FINANCIAL ADVI | $9,096 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,924 | $0 | 2023 |