2023 Form 5500 filing — Baxter Auto Group 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 20241004165526NAL0006863795001) for Baxter Auto Group 401(K) Plan, reported by Baxter Shared Services, LLC under EIN 47-0778355 and plan number 002. It reports 1,349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004165526NAL0006863795001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Baxter Shared Services, LLC
- EIN
- 47-0778355
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 1,349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,277,678
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,277,678
- Employer contributions
- $8,490
- Participant contributions
- $5,382,731
- Total income / additions
- $13,732,429
- Benefits paid
- $9,534,322
- Administrative expenses
- $241,115
- Total expenses
- $9,991,865
- Net increase / (decrease)
- $3,740,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $123,066 | $0 |
| Benefit Plans, Inc. | TPA | $73,161 | $0 |
| Gallagher Fiduciary Advisors | ADVISOR | $31,667 | not reported in the loaded dataset |
| Lutz & Company | AUDITOR | $8,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $650 | $0 |