The Bassham Family Trust Dated M 401(k) Plan: Login, Facts & Contact Information

The Bassham Family Trust Dated M 401(k) Plan Facts

Plan name
BASSHAM PROPERTIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE BASSHAM FAMILY TRUST DATED M
Participants
123 (52 active employees)
Plan assets
$1,192,638 at Dec 31, 2024
Average account balance
$18,931 across 63 accounts
Employer contributions
$27,411 in plan year 2024 (32% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2018
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $85,196 went into the plan in contributions, $27,411 of it from the employer (32%).
  • $299,258 was paid out to participants.
  • Investment and other income added $141,283.

How the The Bassham Family Trust Dated M 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019127$444,592$95,568$12,488
2020157$741,108$105,509$86,757
2021147$987,081$102,517$137,411
2022122$934,809$84,087$116,343
2023117$1.28 million$91,863$89,654
2024123$1.19 million$27,411$299,258

The Bassham Family Trust Dated M 401(k) Contact Information

Phone
858-842-4469
Mailing address
12315 OAK KNOLL RD. STE. 100, SAN DIEGO CA 92064
Plan sponsor
THE BASSHAM FAMILY TRUST DATED M
Employer identification number (EIN)
42-6654500
Plan number
001

Questions about the The Bassham Family Trust Dated M 401(k)

Does The Bassham Family Trust Dated M contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $27,411, 32% of all contributions.

Does the The Bassham Family Trust Dated M 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Bassham Family Trust Dated M 401(k) plan?

123 participants at the start of plan year 2024, 52 of them active employees.

What is the average 401(k) balance at The Bassham Family Trust Dated M?

About $18,931 per account: $1.19 million in plan assets across 63 accounts with a balance at the end of plan year 2024.

Who manages the The Bassham Family Trust Dated M 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Bassham Family Trust Dated M. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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