· 2022–2024 · DOL EFAST2

BAYVIEW HUNTER'S POINT FOUNDATION FOR COMMUNITY IMPROVEMENT, INC. — BAYVIEW HUNTER'S POINT FOUNDATION FOR COMMUNITY IMPROVEMENT, INC. 403(B) PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20241014140050NAL0013411379002

BAYVIEW HUNTER'S POINT FOUNDATION FOR COMMUNITY IMPROVEMENT, INC.

Form 5500-SF

FILING_RECEIVED

BAYVIEW HUNTER'S POINT FOUNDATION FOR COMMUNITY IMPROVEMENT, INC. 403(B) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

153

Accounts w/ balance

19

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan health score (directional)

72

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

60

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYVIEW HUNTER'S POINT FOUNDATION FOR COMMUNITY IMPROVEMENT, INC..

Plan sponsor

Name

BAYVIEW HUNTER'S POINT FOUNDATION FOR COMMUNITY IMPROVEMENT, INC.

EIN

94-1747575

Address

150 EXECUTIVE PARK BOULEVARD · SUITE 2800 · SAN FRANCISCO, CA · 94134

Phone

(415) 468-5100

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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