2023 Form 5500 filing — Baker Book House Employees' Profit Sharing 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 20240826095414NAL0020217074001) for Baker Book House Employees' Profit Sharing Plan, reported by Baker Book House Company under EIN 38-1714649 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826095414NAL0020217074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Book House Company
- EIN
- 38-1714649
- Plan number
- 001
- Location
- Ada, MI
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,143,579
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,143,579
- Employer contributions
- $60,587
- Participant contributions
- $879,514
- Total income / additions
- $4,320,579
- Benefits paid
- $2,006,154
- Administrative expenses
- $10,705
- Total expenses
- $2,016,859
- Net increase / (decrease)
- $2,303,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $6,614 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $494 | $0 |