2023 Form 5500 filing — Baker Drywall Partnership, Llp 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 20240919131334NAL0002365155001) for Baker Drywall Partnership, Llp 401(K) Plan, reported by Baker Drywall Partnership, Llp under EIN 20-0967512 and plan number 001. It reports 1,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919131334NAL0002365155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Drywall Partnership, Llp
- EIN
- 20-0967512
- Plan number
- 001
- Location
- Mesquite, TX
- Participants
- 1,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,142,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,142,449
- Employer contributions
- $1,112,044
- Participant contributions
- $1,813,662
- Total income / additions
- $8,398,368
- Benefits paid
- $2,636,487
- Administrative expenses
- $64,395
- Total expenses
- $2,700,882
- Net increase / (decrease)
- $5,697,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost Bank | ADVISOR | $46,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,895 | $0 |