Original filing (PDF)20250714150747NAL0001196065001

Bay Valley Mortgage Group DBA Pacific Bay Lending Group

Name: Bay Valley Mortgage Group DBA Pacific Bay Lending Group — Form 5500 Plan 001 (2024)
Creator: Bay Valley Mortgage Group DBA Pacific Bay Lending Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PBLG 401(k) Profit Sharing Plan

401(k) retirement plan · Bay Valley Mortgage Group DBA Pacific Bay Lending Group's PBLG 401(k) Profit Sharing Plan held $1.9M in plan assets for 266 participants in 2024.

Signals · 1

No auditor on file

Active participants

266

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Shane Park signed Bay Valley Mortgage Group DBA Pacific Bay Lending Group's 2024 Form 5500 as plan administrator.

Shane Park — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bay Valley Mortgage Group DBA Pacific Bay Lending Group's EIN is 94-3169132.

EIN 94-3169132

Plan number 001

Plan year 2024

ACK ID 20250714150747NAL0001196065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bay Valley Mortgage Group DBA Pacific Bay Lending Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bay Valley Mortgage Group DBA Pacific Bay Lending Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY VALLEY MORTGAGE GROUP DBA PACIFIC BAY LENDING GROUP.

Finding similar companies…

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score