2023 Form 5500 filing — T. Baker Smith, LLC 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 20240906111800NAL0001852658001) for T. Baker Smith, LLC 401(K) Plan, reported by T. Baker Smith, LLC. under EIN 72-0627831 and plan number 003. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906111800NAL0001852658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- T. Baker Smith, LLC.
- EIN
- 72-0627831
- Plan number
- 003
- Location
- Houma, LA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,690,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,690,566
- Employer contributions
- $453,385
- Participant contributions
- $1,733,689
- Total income / additions
- $7,845,899
- Benefits paid
- $2,891,959
- Administrative expenses
- $103,599
- Total expenses
- $3,003,554
- Net increase / (decrease)
- $4,842,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stokes Family Office LLC | ADVISOR | $57,348 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,251 | $0 |