2023 Form 5500 filing — Baker Boyer Bancorp 401(K) Profit Sharing Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628113119NAL0000580593001) for Baker Boyer Bancorp 401(K) Profit Sharing Plan & Trust, reported by Baker Boyer Bancorp under EIN 91-1334541 and plan number 002. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628113119NAL0000580593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Boyer Bancorp
- EIN
- 91-1334541
- Plan number
- 002
- Location
- Walla Walla, WA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,737,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,737,072
- Employer contributions
- $1,673,974
- Participant contributions
- $1,201,543
- Total income / additions
- $13,019,673
- Benefits paid
- $2,514,414
- Administrative expenses
- $82,967
- Total expenses
- $2,609,895
- Net increase / (decrease)
- $10,409,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Administrativesrvcsinc | NONE | $67,917 | $0 |
| Clark Nuber, Ps | NONE | $15,050 | not reported in the loaded dataset |