Original filing (PDF)20250725120536NAL0007372224001

BACK BAY ASSOCIATES INC.

Name: BACK BAY ASSOCIATES INC. — BACK BAY ASSOCIATES INC. OFB BENEFIT PLAN, Form 5500 (2024)
Creator: BACK BAY ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

BACK BAY ASSOCIATES INC. OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BACK BAY ASSOCIATES INC..

Plan sponsor

Name

BACK BAY ASSOCIATES INC.

EIN

34-1411657

Address

20325 CENTER RIDGE RD · STE 515 · ROCKY RIVER, OH · 441163554

Phone

(440) 333-5840

Industry

Finance & Insurancesee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MAGNUM HOME LOAN, INC.

MAGNUM HOME LOAN, INC. DEFINED BENEFIT PLAN

DAIMLER TRUCK FINANCIAL SERVICES US

DAIMLER TRUCK FINANCIAL SERVICES RETIREMENT SAVINGS PLAN

AMERICAN DREAM HOME MORTGAGE INC

AMERICAN DREAM HOME MORTGAGE RETIREMENT PLAN

GLOBAL HOLDINGS TULSA LLC

GLOBAL HOLDINGS TULSA LLC 401(K) PROFIT SHARING PLAN AND TRUST

GRAND VALLEY CONSULTING, LLC

GRAND VALLEY CONSULTING, LLC 401(K) & PROFIT SHARING PLAN