2023 Form 5500 filing — Baker Companies 401(K) 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 20240812130431NAL0005174211001) for Baker Companies 401(K) Plan, reported by Baker Construction Enterprises Inc. under EIN 81-4294887 and plan number 002. It reports 8,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812130431NAL0005174211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Construction Enterprises Inc.
- EIN
- 81-4294887
- Plan number
- 002
- Location
- Monroe, OH
- Participants
- 8,080
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,094,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,094,756
- Employer contributions
- $4,794,620
- Participant contributions
- $11,084,529
- Total income / additions
- $40,920,778
- Benefits paid
- $13,482,683
- Administrative expenses
- $60,232
- Total expenses
- $13,566,129
- Net increase / (decrease)
- $27,354,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $42,586 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $25,746 | not reported in the loaded dataset |
| Forvis | ACCOUNTANT/AUDITOR | $25,331 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$32,831 | $0 |