2023 Form 5500 filing — Baker & Taylor Retirement Savings 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 20240910145158NAL0011842658001) for Baker & Taylor Retirement Savings Plan, reported by Baker & Taylor, LLC under EIN 47-3179974 and plan number 002. It reports 1,409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910145158NAL0011842658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker & Taylor, LLC
- EIN
- 47-3179974
- Plan number
- 002
- Location
- Charlotte, NC
- Participants
- 1,409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,875,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,875,680
- Employer contributions
- $1,309,316
- Participant contributions
- $2,630,913
- Total income / additions
- $14,906,774
- Benefits paid
- $8,308,245
- Administrative expenses
- $68,625
- Total expenses
- $8,376,870
- Net increase / (decrease)
- $6,529,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $35,341 | $0 |
| Rpa Financial LLC | NONE | $33,332 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |