2023 Form 5500 filing — Baird, Hampton & Brown Savings & 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 20240730111516NAL0013315523001) for Baird, Hampton & Brown Savings & Retirement Plan, reported by Baird, Hampton & Brown, Inc. under EIN 75-2426876 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730111516NAL0013315523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baird, Hampton & Brown, Inc.
- EIN
- 75-2426876
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,096,241
- Net assets (EOY)
- $15,096,241
- Employer contributions
- $315,883
- Participant contributions
- $1,079,734
- Total income / additions
- $3,528,171
- Benefits paid
- $1,789,331
- Administrative expenses
- $51,095
- Total expenses
- $1,840,426
- Net increase / (decrease)
- $1,687,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $46,751 | $0 |
| Raymond James & Associates | INVESTMENT ADVISOR | $20,400 | $0 |
| Baker Tilly Virchow Krause, Llp | AUDIT FIRM | $14,250 | $0 |
| Retirementplans.Com, LLC | THIRD PARTY ADMINISTRATOR | $2,692 | $5,378 |
| The Travelers Indemnity Company | INSURANCE SERVICES | $293 | $0 |