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BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameBAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:BAYVIEW SERVICES, INC.
Employer identification number (EIN):943226187
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01
0022021-04-01
0022020-04-01
0022019-04-01
0022018-04-01
0022017-04-01RICHARD CLEVELAND
0022016-04-01RICHARD CLEVELAND
0022015-04-01RICHARD CLEVELAND
0022014-04-01RICHARD CLEVELAND
0022013-04-01RICHARD CLEVELAND
0022012-04-01RICHARD CLEVELAND
0022011-04-01RICHARD CLEVELAND
0022009-04-01 RICHARD CLEVELAND2011-01-14
0022009-04-01RICHARD CLEVELAND

Plan Statistics for BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01149
Total number of active participants reported on line 7a of the Form 55002022-04-01133
Number of retired or separated participants receiving benefits2022-04-0111
Number of other retired or separated participants entitled to future benefits2022-04-0137
Total of all active and inactive participants2022-04-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-01182
Number of participants with account balances2022-04-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-013
2021: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01123
Total number of active participants reported on line 7a of the Form 55002021-04-01100
Number of retired or separated participants receiving benefits2021-04-019
Number of other retired or separated participants entitled to future benefits2021-04-0140
Total of all active and inactive participants2021-04-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01149
Number of participants with account balances2021-04-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-018
2020: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01133
Total number of active participants reported on line 7a of the Form 55002020-04-0190
Number of retired or separated participants receiving benefits2020-04-014
Number of other retired or separated participants entitled to future benefits2020-04-0129
Total of all active and inactive participants2020-04-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01123
Number of participants with account balances2020-04-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-017
2019: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01120
Total number of active participants reported on line 7a of the Form 55002019-04-0197
Number of retired or separated participants receiving benefits2019-04-0114
Number of other retired or separated participants entitled to future benefits2019-04-0122
Total of all active and inactive participants2019-04-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01133
Number of participants with account balances2019-04-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-015
2018: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01104
Total number of active participants reported on line 7a of the Form 55002018-04-0188
Number of retired or separated participants receiving benefits2018-04-0110
Number of other retired or separated participants entitled to future benefits2018-04-0121
Total of all active and inactive participants2018-04-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-011
Total participants2018-04-01120
Number of participants with account balances2018-04-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-016
2017: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0189
Total number of active participants reported on line 7a of the Form 55002017-04-0175
Number of retired or separated participants receiving benefits2017-04-014
Number of other retired or separated participants entitled to future benefits2017-04-0125
Total of all active and inactive participants2017-04-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01104
Number of participants with account balances2017-04-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-012
2016: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0174
Total number of active participants reported on line 7a of the Form 55002016-04-0161
Number of retired or separated participants receiving benefits2016-04-014
Number of other retired or separated participants entitled to future benefits2016-04-0124
Total of all active and inactive participants2016-04-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0189
Number of participants with account balances2016-04-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-011
2015: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0165
Total number of active participants reported on line 7a of the Form 55002015-04-0144
Number of retired or separated participants receiving benefits2015-04-013
Number of other retired or separated participants entitled to future benefits2015-04-0127
Total of all active and inactive participants2015-04-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0174
Number of participants with account balances2015-04-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-011
2014: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0151
Total number of active participants reported on line 7a of the Form 55002014-04-0141
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0124
Total of all active and inactive participants2014-04-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0165
Number of participants with account balances2014-04-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-014
2013: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0151
Total number of active participants reported on line 7a of the Form 55002013-04-0128
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0123
Total of all active and inactive participants2013-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0151
Number of participants with account balances2013-04-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-012
2012: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0150
Total number of active participants reported on line 7a of the Form 55002012-04-0133
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0118
Total of all active and inactive participants2012-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0151
Number of participants with account balances2012-04-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-012
2011: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0144
Total number of active participants reported on line 7a of the Form 55002011-04-0132
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0118
Total of all active and inactive participants2011-04-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0150
Number of participants with account balances2011-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-012
2009: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0138
Total number of active participants reported on line 7a of the Form 55002009-04-0137
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-017
Total of all active and inactive participants2009-04-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0144
Number of participants with account balances2009-04-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-011

Financial Data on BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$2,589,361
Total unrealized appreciation/depreciation of assets2023-03-31$2,589,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$4,121,312
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$214,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$154,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,237,549
Value of total assets at end of year2023-03-31$21,693,586
Value of total assets at beginning of year2023-03-31$17,786,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$59,788
Total interest from all sources2023-03-31$2,659
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$291,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$291,743
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$3,907,099
Value of net assets at end of year (total assets less liabilities)2023-03-31$21,693,586
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$17,786,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$59,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$6,040,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$5,786,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$849,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$323,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$323,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$2,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$14,746,052
Assets. Invements in employer securities at beginning of year2023-03-31$11,581,374
Contributions received in cash from employer2023-03-31$1,237,549
Employer contributions (assets) at end of year2023-03-31$57,192
Employer contributions (assets) at beginning of year2023-03-31$95,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$154,425
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31SINGERLEWAK LLP
Accountancy firm EIN2023-03-31952302617
2022 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$1,823,676
Total unrealized appreciation/depreciation of assets2022-03-31$1,823,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$4,691,526
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$127,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$76,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$2,650,997
Value of total assets at end of year2022-03-31$17,786,487
Value of total assets at beginning of year2022-03-31$13,222,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$50,767
Total interest from all sources2022-03-31$52
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$216,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$216,801
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$4,564,462
Value of net assets at end of year (total assets less liabilities)2022-03-31$17,786,487
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$13,222,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$50,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$5,786,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$3,763,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$323,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$33,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$33,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$52
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$11,581,374
Assets. Invements in employer securities at beginning of year2022-03-31$9,424,923
Contributions received in cash from employer2022-03-31$2,650,997
Employer contributions (assets) at end of year2022-03-31$95,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$76,297
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31SINGERLEWAK LLP
Accountancy firm EIN2022-03-31952302617
2021 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$3,632,196
Total unrealized appreciation/depreciation of assets2021-03-31$3,632,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$5,832,218
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$1,459,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$1,428,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$1,662,292
Value of total assets at end of year2021-03-31$13,222,025
Value of total assets at beginning of year2021-03-31$8,849,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$31,688
Total interest from all sources2021-03-31$218
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$80,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$80,671
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$4,372,427
Value of net assets at end of year (total assets less liabilities)2021-03-31$13,222,025
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$8,849,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$31,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$3,763,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$2,432,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$33,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$277,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$277,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$456,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$9,424,923
Assets. Invements in employer securities at beginning of year2021-03-31$5,792,727
Contributions received in cash from employer2021-03-31$1,662,292
Employer contributions (assets) at beginning of year2021-03-31$346,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$1,428,103
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31SINGERLEWAK LLP
Accountancy firm EIN2021-03-31952302617
2020 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-03-31$-142,129
Expenses. Total of all expenses incurred2020-03-31$320,112
Benefits paid (including direct rollovers)2020-03-31$320,112
Total plan assets at end of year2020-03-31$8,849,598
Total plan assets at beginning of year2020-03-31$9,311,839
Value of fidelity bond covering the plan2020-03-31$1,000,000
Other income received2020-03-31$-1,494,211
Net income (gross income less expenses)2020-03-31$-462,241
Net plan assets at end of year (total assets less liabilities)2020-03-31$8,849,598
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$9,311,839
Assets. Value of employer securities2020-03-31$5,792,727
Total contributions received or receivable from employer(s)2020-03-31$1,352,082
2019 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-03-31$609,460
Total income from all sources2019-03-31$1,757,207
Expenses. Total of all expenses incurred2019-03-31$122,180
Benefits paid (including direct rollovers)2019-03-31$113,911
Total plan assets at end of year2019-03-31$9,311,839
Total plan assets at beginning of year2019-03-31$8,286,272
Value of fidelity bond covering the plan2019-03-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-03-31$8,269
Other income received2019-03-31$446,173
Net income (gross income less expenses)2019-03-31$1,635,027
Net plan assets at end of year (total assets less liabilities)2019-03-31$9,311,839
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$7,676,812
Assets. Value of employer securities2019-03-31$1,311,034
Total contributions received or receivable from employer(s)2019-03-31$1,311,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-03-31$609,460
Total plan liabilities at beginning of year2018-03-31$992,854
Total income from all sources2018-03-31$1,037,773
Expenses. Total of all expenses incurred2018-03-31$77,506
Benefits paid (including direct rollovers)2018-03-31$77,506
Total plan assets at end of year2018-03-31$8,286,272
Total plan assets at beginning of year2018-03-31$7,709,399
Value of fidelity bond covering the plan2018-03-31$1,000,000
Other income received2018-03-31$148,714
Net income (gross income less expenses)2018-03-31$960,267
Net plan assets at end of year (total assets less liabilities)2018-03-31$7,676,812
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$6,716,545
Assets. Value of employer securities2018-03-31$6,700,776
Total contributions received or receivable from employer(s)2018-03-31$889,059
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$992,854
Total income from all sources2017-03-31$-82,131
Expenses. Total of all expenses incurred2017-03-31$71,076
Benefits paid (including direct rollovers)2017-03-31$33,957
Total plan assets at end of year2017-03-31$7,709,399
Total plan assets at beginning of year2017-03-31$6,869,752
Value of fidelity bond covering the plan2017-03-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-03-31$37,119
Other income received2017-03-31$-909,812
Net income (gross income less expenses)2017-03-31$-153,207
Net plan assets at end of year (total assets less liabilities)2017-03-31$6,716,545
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$6,869,752
Assets. Value of employer securities2017-03-31$6,571,056
Total contributions received or receivable from employer(s)2017-03-31$827,681
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
2016 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-03-31$1,074,692
Expenses. Total of all expenses incurred2016-03-31$16,279
Benefits paid (including direct rollovers)2016-03-31$16,279
Total plan assets at end of year2016-03-31$6,869,752
Total plan assets at beginning of year2016-03-31$5,811,339
Value of fidelity bond covering the plan2016-03-31$500,000
Other income received2016-03-31$482,654
Net income (gross income less expenses)2016-03-31$1,058,413
Net plan assets at end of year (total assets less liabilities)2016-03-31$6,869,752
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$5,811,339
Assets. Value of employer securities2016-03-31$5,830,856
Total contributions received or receivable from employer(s)2016-03-31$592,038
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-03-31$1,234,042
Expenses. Total of all expenses incurred2015-03-31$7,200
Benefits paid (including direct rollovers)2015-03-31$7,200
Total plan assets at end of year2015-03-31$5,811,339
Total plan assets at beginning of year2015-03-31$4,584,497
Value of fidelity bond covering the plan2015-03-31$500,000
Other income received2015-03-31$819,912
Net income (gross income less expenses)2015-03-31$1,226,842
Net plan assets at end of year (total assets less liabilities)2015-03-31$5,811,339
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$4,584,497
Assets. Value of employer securities2015-03-31$5,633,832
Total contributions received or receivable from employer(s)2015-03-31$414,130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-03-31$629,456
Total income from all sources2014-03-31$2,415,414
Expenses. Total of all expenses incurred2014-03-31$0
Total plan assets at end of year2014-03-31$4,584,497
Total plan assets at beginning of year2014-03-31$2,798,539
Value of fidelity bond covering the plan2014-03-31$500,000
Contributions received from other sources (not participants or employers)2014-03-31$1,700,807
Net income (gross income less expenses)2014-03-31$2,415,414
Net plan assets at end of year (total assets less liabilities)2014-03-31$4,584,497
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$2,169,083
Assets. Value of employer securities2014-03-31$4,499,347
Total contributions received or receivable from employer(s)2014-03-31$714,607
2013 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$162,991
Total plan liabilities at end of year2013-03-31$629,456
Total plan liabilities at beginning of year2013-03-31$944,185
Total income from all sources2013-03-31$-1,475,275
Expenses. Total of all expenses incurred2013-03-31$0
Total plan assets at end of year2013-03-31$2,798,539
Total plan assets at beginning of year2013-03-31$4,425,552
Value of fidelity bond covering the plan2013-03-31$500,000
Other income received2013-03-31$-1,790,003
Net income (gross income less expenses)2013-03-31$-1,475,275
Net plan assets at end of year (total assets less liabilities)2013-03-31$2,169,083
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$3,481,367
Assets. Value of employer securities2013-03-31$2,798,539
Total contributions received or receivable from employer(s)2013-03-31$314,728
2012 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$944,185
Total plan liabilities at beginning of year2012-03-31$1,258,913
Total income from all sources2012-03-31$1,255,996
Expenses. Total of all expenses incurred2012-03-31$0
Total plan assets at end of year2012-03-31$4,425,552
Total plan assets at beginning of year2012-03-31$3,484,284
Value of fidelity bond covering the plan2012-03-31$500,000
Other income received2012-03-31$941,268
Net income (gross income less expenses)2012-03-31$1,255,996
Net plan assets at end of year (total assets less liabilities)2012-03-31$3,481,367
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$2,225,371
Assets. Value of employer securities2012-03-31$4,425,552
Total contributions received or receivable from employer(s)2012-03-31$314,728
2011 : BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$1,258,913
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$198,066
Expenses. Total of all expenses incurred2011-03-31$0
Total plan assets at end of year2011-03-31$3,484,284
Total plan assets at beginning of year2011-03-31$2,027,305
Value of fidelity bond covering the plan2011-03-31$500,000
Other income received2011-03-31$-116,663
Net income (gross income less expenses)2011-03-31$198,066
Net plan assets at end of year (total assets less liabilities)2011-03-31$2,225,371
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$2,027,305
Assets. Value of employer securities2011-03-31$3,484,284
Total contributions received or receivable from employer(s)2011-03-31$314,729

Form 5500 Responses for BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN

2022: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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