2023 Form 5500 filing — Baader North America Corporation 401(K) Retirement Plan
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 20240725171526NAL0008467875001) for Baader North America Corporation 401(K) Retirement Plan, reported by Baader North America Corporation 401(K) Retirement Plan under EIN 04-2694739 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725171526NAL0008467875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baader North America Corporation 401(K) Retirement Plan
- EIN
- 04-2694739
- Plan number
- 002
- Location
- Kansas City, KS
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,468,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,468,256
- Employer contributions
- $596,304
- Participant contributions
- $1,321,313
- Total income / additions
- $5,729,581
- Benefits paid
- $4,016,976
- Administrative expenses
- $84,951
- Total expenses
- $4,101,927
- Net increase / (decrease)
- $1,627,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $84,977 | $0 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $45,593 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 |