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BAY HUMAN SERVICES 403(B) 401k Plan overview

Plan NameBAY HUMAN SERVICES 403(B)
Plan identification number 001

BAY HUMAN SERVICES 403(B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAY HUMAN SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAY HUMAN SERVICES, INC.
Employer identification number (EIN):382335441
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY HUMAN SERVICES 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01KORRIE SCHARICH KORRIE SCHARICH2018-11-20
0012016-06-01KORRIE SCHARICH
0012015-06-01KORRIE SCHARICH
0012014-06-01KORRIE SCHARICH
0012013-06-01KORRIE SCHARICH
0012012-06-01KORRIE SCHARICH
0012011-06-01KORRIE SCHARICH KORRIE SCHARICH2012-10-11
0012009-06-01KORRIE SCHARICH KORRIE SCHARICH2011-02-08
0012009-06-01 KORRIE SCHARICH2011-02-08
0012009-06-01KORRIE SCHARICH

Plan Statistics for BAY HUMAN SERVICES 403(B)

401k plan membership statisitcs for BAY HUMAN SERVICES 403(B)

Measure Date Value
2022: BAY HUMAN SERVICES 403(B) 2022 401k membership
Total participants, beginning-of-year2022-06-01543
Total number of active participants reported on line 7a of the Form 55002022-06-01536
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-0112
Total of all active and inactive participants2022-06-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-01548
Number of participants with account balances2022-06-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-0110
2021: BAY HUMAN SERVICES 403(B) 2021 401k membership
Total participants, beginning-of-year2021-06-01498
Total number of active participants reported on line 7a of the Form 55002021-06-01554
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-016
Total of all active and inactive participants2021-06-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-01560
Number of participants with account balances2021-06-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-016
2020: BAY HUMAN SERVICES 403(B) 2020 401k membership
Total participants, beginning-of-year2020-06-01503
Total number of active participants reported on line 7a of the Form 55002020-06-01480
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-0111
Total of all active and inactive participants2020-06-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-01491
Number of participants with account balances2020-06-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-0111
2019: BAY HUMAN SERVICES 403(B) 2019 401k membership
Total participants, beginning-of-year2019-06-01459
Total number of active participants reported on line 7a of the Form 55002019-06-01498
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-015
Total of all active and inactive participants2019-06-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01503
Number of participants with account balances2019-06-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-018
2018: BAY HUMAN SERVICES 403(B) 2018 401k membership
Total participants, beginning-of-year2018-06-01422
Total number of active participants reported on line 7a of the Form 55002018-06-01434
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-016
Total of all active and inactive participants2018-06-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01440
Number of participants with account balances2018-06-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-019
2017: BAY HUMAN SERVICES 403(B) 2017 401k membership
Total participants, beginning-of-year2017-06-01415
Total number of active participants reported on line 7a of the Form 55002017-06-01424
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-011
Total of all active and inactive participants2017-06-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01425
Number of participants with account balances2017-06-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: BAY HUMAN SERVICES 403(B) 2016 401k membership
Total participants, beginning-of-year2016-06-01428
Total number of active participants reported on line 7a of the Form 55002016-06-01424
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01424
Total participants2016-06-01424
Number of participants with account balances2016-06-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: BAY HUMAN SERVICES 403(B) 2015 401k membership
Total participants, beginning-of-year2015-06-01537
Total number of active participants reported on line 7a of the Form 55002015-06-01404
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01404
Number of participants with account balances2015-06-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: BAY HUMAN SERVICES 403(B) 2014 401k membership
Total participants, beginning-of-year2014-06-01411
Total number of active participants reported on line 7a of the Form 55002014-06-01537
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01537
Number of participants with account balances2014-06-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: BAY HUMAN SERVICES 403(B) 2013 401k membership
Total participants, beginning-of-year2013-06-01451
Total number of active participants reported on line 7a of the Form 55002013-06-01411
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01411
Number of participants with account balances2013-06-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: BAY HUMAN SERVICES 403(B) 2012 401k membership
Total participants, beginning-of-year2012-06-01489
Total number of active participants reported on line 7a of the Form 55002012-06-01451
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01451
Number of participants with account balances2012-06-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: BAY HUMAN SERVICES 403(B) 2011 401k membership
Total participants, beginning-of-year2011-06-01468
Total number of active participants reported on line 7a of the Form 55002011-06-01469
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-010
Total of all active and inactive participants2011-06-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01469
Number of participants with account balances2011-06-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: BAY HUMAN SERVICES 403(B) 2009 401k membership
Total participants, beginning-of-year2009-06-01402
Total number of active participants reported on line 7a of the Form 55002009-06-01399
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-010
Total of all active and inactive participants2009-06-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01399
Number of participants with account balances2009-06-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on BAY HUMAN SERVICES 403(B)

Measure Date Value
2023 : BAY HUMAN SERVICES 403(B) 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total income from all sources (including contributions)2023-05-31$255,695
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$94,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$77,058
Value of total corrective distributions2023-05-31$5,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$259,551
Value of total assets at end of year2023-05-31$1,151,701
Value of total assets at beginning of year2023-05-31$990,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$11,254
Total interest from all sources2023-05-31$1,117
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$10,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$10,005
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$100,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$259,551
Participant contributions at end of year2023-05-31$26,810
Participant contributions at beginning of year2023-05-31$23,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$161,444
Value of net assets at end of year (total assets less liabilities)2023-05-31$1,151,701
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$990,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$1,124,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$967,074
Interest on participant loans2023-05-31$1,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-14,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31Yes
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$77,058
Contract administrator fees2023-05-31$11,254
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31WEINLANDER FITZHUGH
Accountancy firm EIN2023-05-31382272300
2022 : BAY HUMAN SERVICES 403(B) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$246,532
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$236,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$220,023
Value of total corrective distributions2022-05-31$2,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$335,162
Value of total assets at end of year2022-05-31$990,257
Value of total assets at beginning of year2022-05-31$980,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$14,651
Total interest from all sources2022-05-31$799
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$22,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$22,192
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$100,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$212,421
Participant contributions at end of year2022-05-31$23,183
Participant contributions at beginning of year2022-05-31$12,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$9,798
Value of net assets at end of year (total assets less liabilities)2022-05-31$990,257
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$980,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$967,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$905,328
Interest on participant loans2022-05-31$799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-111,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31Yes
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$122,741
Employer contributions (assets) at beginning of year2022-05-31$62,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$220,023
Contract administrator fees2022-05-31$14,651
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31WEINLANDER FITZHUGH
Accountancy firm EIN2022-05-31382272300
2021 : BAY HUMAN SERVICES 403(B) 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$0
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total transfer of assets to this plan2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$493,400
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$153,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$138,941
Expenses. Certain deemed distributions of participant loans2021-05-31$642
Value of total corrective distributions2021-05-31$1,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$275,620
Value of total assets at end of year2021-05-31$980,459
Value of total assets at beginning of year2021-05-31$640,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$12,134
Total income from rents2021-05-31$0
Total interest from all sources2021-05-31$647
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$9,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$9,039
Administrative expenses professional fees incurred2021-05-31$0
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Amount of non-exempt transactions with any party-in-interest2021-05-31$0
Contributions received from participants2021-05-31$156,346
Participant contributions at end of year2021-05-31$12,893
Participant contributions at beginning of year2021-05-31$10,736
Participant contributions at end of year2021-05-31$0
Participant contributions at beginning of year2021-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$35
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$0
Other income not declared elsewhere2021-05-31$0
Administrative expenses (other) incurred2021-05-31$0
Liabilities. Value of operating payables at beginning of year2021-05-31$0
Total non interest bearing cash at end of year2021-05-31$0
Total non interest bearing cash at beginning of year2021-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$339,821
Value of net assets at end of year (total assets less liabilities)2021-05-31$980,459
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$640,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-05-31$0
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2021-05-31$0
Investment advisory and management fees2021-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$905,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$629,902
Interest on participant loans2021-05-31$647
Income. Interest from loans (other than to participants)2021-05-31$0
Interest earned on other investments2021-05-31$0
Income. Interest from US Government securities2021-05-31$0
Income. Interest from corporate debt instruments2021-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$208,094
Net investment gain/loss from pooled separate accounts2021-05-31$0
Net investment gain or loss from common/collective trusts2021-05-31$0
Net gain/loss from 103.12 investment entities2021-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$119,274
Employer contributions (assets) at end of year2021-05-31$62,238
Employer contributions (assets) at beginning of year2021-05-31$0
Income. Dividends from preferred stock2021-05-31$0
Income. Dividends from common stock2021-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$138,906
Contract administrator fees2021-05-31$12,134
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$0
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$0
Aggregate carrying amount (costs) on sale of assets2021-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-05-31$0
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31WEINLANDER FITZHUGH
Accountancy firm EIN2021-05-31382272300
2020 : BAY HUMAN SERVICES 403(B) 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$0
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total transfer of assets to this plan2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$220,410
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$44,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$34,688
Expenses. Certain deemed distributions of participant loans2020-05-31$0
Value of total corrective distributions2020-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$190,769
Value of total assets at end of year2020-05-31$640,638
Value of total assets at beginning of year2020-05-31$464,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$9,321
Total income from rents2020-05-31$0
Total interest from all sources2020-05-31$636
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$8,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$8,942
Administrative expenses professional fees incurred2020-05-31$0
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-05-31$0
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Amount of non-exempt transactions with any party-in-interest2020-05-31$0
Contributions received from participants2020-05-31$129,395
Participant contributions at end of year2020-05-31$10,736
Participant contributions at beginning of year2020-05-31$3,158
Participant contributions at end of year2020-05-31$0
Participant contributions at beginning of year2020-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$2,240
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$0
Other income not declared elsewhere2020-05-31$22
Administrative expenses (other) incurred2020-05-31$0
Liabilities. Value of operating payables at beginning of year2020-05-31$0
Total non interest bearing cash at end of year2020-05-31$0
Total non interest bearing cash at beginning of year2020-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$176,401
Value of net assets at end of year (total assets less liabilities)2020-05-31$640,638
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$464,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-05-31$0
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-05-31$0
Investment advisory and management fees2020-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$629,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$461,079
Interest on participant loans2020-05-31$636
Income. Interest from loans (other than to participants)2020-05-31$0
Interest earned on other investments2020-05-31$0
Income. Interest from US Government securities2020-05-31$0
Income. Interest from corporate debt instruments2020-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$20,041
Net investment gain/loss from pooled separate accounts2020-05-31$0
Net investment gain or loss from common/collective trusts2020-05-31$0
Net gain/loss from 103.12 investment entities2020-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31Yes
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$59,134
Employer contributions (assets) at end of year2020-05-31$0
Employer contributions (assets) at beginning of year2020-05-31$0
Income. Dividends from preferred stock2020-05-31$0
Income. Dividends from common stock2020-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$34,688
Contract administrator fees2020-05-31$9,321
Liabilities. Value of benefit claims payable at beginning of year2020-05-31$0
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$0
Aggregate carrying amount (costs) on sale of assets2020-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31WEINLANDER FITZHUGH
Accountancy firm EIN2020-05-31382272300
2019 : BAY HUMAN SERVICES 403(B) 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : BAY HUMAN SERVICES 403(B) 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$0
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total transfer of assets to this plan2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$1,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Expenses. Interest paid2018-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-05-31$0
Total income from all sources (including contributions)2018-05-31$169,122
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$39,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$34,624
Expenses. Certain deemed distributions of participant loans2018-05-31$0
Value of total corrective distributions2018-05-31$1,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$146,964
Value of total assets at end of year2018-05-31$324,330
Value of total assets at beginning of year2018-05-31$193,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$3,401
Total income from rents2018-05-31$0
Total interest from all sources2018-05-31$2,079
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$4,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$4,062
Administrative expenses professional fees incurred2018-05-31$0
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Amount of non-exempt transactions with any party-in-interest2018-05-31$0
Contributions received from participants2018-05-31$101,021
Participant contributions at end of year2018-05-31$568
Participant contributions at end of year2018-05-31$0
Participant contributions at beginning of year2018-05-31$0
Assets. Other investments not covered elsewhere at end of year2018-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$182,869
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$1,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$0
Other income not declared elsewhere2018-05-31$0
Administrative expenses (other) incurred2018-05-31$0
Liabilities. Value of operating payables at beginning of year2018-05-31$0
Total non interest bearing cash at end of year2018-05-31$0
Total non interest bearing cash at beginning of year2018-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Income. Non cash contributions2018-05-31$0
Value of net income/loss2018-05-31$129,468
Value of net assets at end of year (total assets less liabilities)2018-05-31$322,701
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$193,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-05-31$0
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-05-31$0
Investment advisory and management fees2018-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$277,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$0
Interest on participant loans2018-05-31$4
Income. Interest from loans (other than to participants)2018-05-31$0
Interest earned on other investments2018-05-31$2,075
Income. Interest from US Government securities2018-05-31$0
Income. Interest from corporate debt instruments2018-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$10,364
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$16,017
Net investment gain/loss from pooled separate accounts2018-05-31$0
Net investment gain or loss from common/collective trusts2018-05-31$0
Net gain/loss from 103.12 investment entities2018-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$45,943
Employer contributions (assets) at end of year2018-05-31$45,943
Employer contributions (assets) at beginning of year2018-05-31$0
Income. Dividends from preferred stock2018-05-31$0
Income. Dividends from common stock2018-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$34,624
Contract administrator fees2018-05-31$3,401
Liabilities. Value of benefit claims payable at beginning of year2018-05-31$0
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$0
Aggregate carrying amount (costs) on sale of assets2018-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31WEINLANDER FITZHUGH
Accountancy firm EIN2018-05-31382272300
2017 : BAY HUMAN SERVICES 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$49,554
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$5,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$4,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$30,279
Value of total assets at end of year2017-05-31$193,233
Value of total assets at beginning of year2017-05-31$148,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$652
Total interest from all sources2017-05-31$300
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$30,279
Participant contributions at end of year2017-05-31$0
Participant contributions at beginning of year2017-05-31$1,637
Assets. Other investments not covered elsewhere at end of year2017-05-31$182,869
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$139,866
Other income not declared elsewhere2017-05-31$18,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$44,235
Value of net assets at end of year (total assets less liabilities)2017-05-31$193,233
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$148,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Interest on participant loans2017-05-31$31
Interest earned on other investments2017-05-31$269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$10,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$7,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$4,667
Contract administrator fees2017-05-31$652
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2017-05-31382272300
2016 : BAY HUMAN SERVICES 403(B) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$25,892
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$31,352
Value of total assets at end of year2016-05-31$148,998
Value of total assets at beginning of year2016-05-31$123,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$549
Total interest from all sources2016-05-31$220
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$31,352
Participant contributions at end of year2016-05-31$1,637
Participant contributions at beginning of year2016-05-31$2,044
Assets. Other investments not covered elsewhere at end of year2016-05-31$139,866
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$117,665
Other income not declared elsewhere2016-05-31$-5,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$25,343
Value of net assets at end of year (total assets less liabilities)2016-05-31$148,998
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$123,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Interest on participant loans2016-05-31$51
Interest earned on other investments2016-05-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$7,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$3,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contract administrator fees2016-05-31$549
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2016-05-31382272300
2015 : BAY HUMAN SERVICES 403(B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$35,470
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$1,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$1,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$29,896
Value of total assets at end of year2015-05-31$123,655
Value of total assets at beginning of year2015-05-31$89,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$465
Total interest from all sources2015-05-31$139
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$29,896
Participant contributions at end of year2015-05-31$2,044
Participant contributions at beginning of year2015-05-31$2,046
Assets. Other investments not covered elsewhere at end of year2015-05-31$117,665
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$86,904
Other income not declared elsewhere2015-05-31$5,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$33,838
Value of net assets at end of year (total assets less liabilities)2015-05-31$123,655
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$89,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Interest on participant loans2015-05-31$70
Interest earned on other investments2015-05-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$3,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$1,167
Contract administrator fees2015-05-31$465
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2015-05-31382272300
2014 : BAY HUMAN SERVICES 403(B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$35,021
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$26,521
Value of total assets at end of year2014-05-31$89,817
Value of total assets at beginning of year2014-05-31$55,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$372
Total interest from all sources2014-05-31$45
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$372
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$26,521
Participant contributions at end of year2014-05-31$2,046
Participant contributions at beginning of year2014-05-31$0
Assets. Other investments not covered elsewhere at end of year2014-05-31$86,904
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$55,168
Other income not declared elsewhere2014-05-31$8,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$34,649
Value of net assets at end of year (total assets less liabilities)2014-05-31$89,817
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$55,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Interest on participant loans2014-05-31$38
Interest earned on other investments2014-05-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2014-05-31382272300
2013 : BAY HUMAN SERVICES 403(B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$20,638
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$12,851
Value of total assets at end of year2013-05-31$55,168
Value of total assets at beginning of year2013-05-31$34,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$210
Total interest from all sources2013-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$12,851
Assets. Other investments not covered elsewhere at end of year2013-05-31$55,168
Assets. Other investments not covered elsewhere at beginning of year2013-05-31$34,740
Other income not declared elsewhere2013-05-31$7,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$20,428
Value of net assets at end of year (total assets less liabilities)2013-05-31$55,168
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$34,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contract administrator fees2013-05-31$210
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2013-05-31382272300
2012 : BAY HUMAN SERVICES 403(B) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$13,880
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$15,220
Value of total assets at end of year2012-05-31$34,740
Value of total assets at beginning of year2012-05-31$21,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$197
Total interest from all sources2012-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$197
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$15,220
Assets. Other investments not covered elsewhere at end of year2012-05-31$34,740
Assets. Other investments not covered elsewhere at beginning of year2012-05-31$21,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$0
Other income not declared elsewhere2012-05-31$-1,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$13,683
Value of net assets at end of year (total assets less liabilities)2012-05-31$34,740
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$21,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contract administrator fees2012-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2012-05-31382272300
2011 : BAY HUMAN SERVICES 403(B) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$9,891
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$6,914
Value of total assets at end of year2011-05-31$21,057
Value of total assets at beginning of year2011-05-31$11,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$211
Total interest from all sources2011-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$6,914
Assets. Other investments not covered elsewhere at end of year2011-05-31$21,057
Assets. Other investments not covered elsewhere at beginning of year2011-05-31$11,377
Other income not declared elsewhere2011-05-31$2,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$9,680
Value of net assets at end of year (total assets less liabilities)2011-05-31$21,057
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$11,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contract administrator fees2011-05-31$211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31WEINLANDER AND FITZHUGH
Accountancy firm EIN2011-05-31382272300

Form 5500 Responses for BAY HUMAN SERVICES 403(B)

2022: BAY HUMAN SERVICES 403(B) 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: BAY HUMAN SERVICES 403(B) 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: BAY HUMAN SERVICES 403(B) 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: BAY HUMAN SERVICES 403(B) 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: BAY HUMAN SERVICES 403(B) 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: BAY HUMAN SERVICES 403(B) 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: BAY HUMAN SERVICES 403(B) 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: BAY HUMAN SERVICES 403(B) 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: BAY HUMAN SERVICES 403(B) 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: BAY HUMAN SERVICES 403(B) 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: BAY HUMAN SERVICES 403(B) 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: BAY HUMAN SERVICES 403(B) 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2009: BAY HUMAN SERVICES 403(B) 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number8037431
Policy instance 1
Insurance contract or identification number8037431
Number of Individuals Covered0
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0837431
Policy instance 1
Insurance contract or identification number0837431
Number of Individuals Covered12
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0837431
Policy instance 1
Insurance contract or identification number0837431
Number of Individuals Covered12
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0837431
Policy instance 1
Insurance contract or identification number0837431
Number of Individuals Covered1
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.

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