2023 Form 5500 filing — Baker Donelson Bearman Caldwell & Berkowitz 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 20241014102022NAL0014760435001) for Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan, reported by Baker Donelson Bearman Caldwell & Berkowitz P.C. under EIN 62-1047356 and plan number 002. It reports 1,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102022NAL0014760435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Donelson Bearman Caldwell & Berkowitz P.C.
- EIN
- 62-1047356
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 1,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $556,940,884
- Net assets (EOY)
- $556,940,884
- Employer contributions
- $16,831,124
- Participant contributions
- $14,953,709
- Total income / additions
- $115,228,716
- Benefits paid
- $59,493,065
- Administrative expenses
- $123,294
- Total expenses
- $59,616,359
- Net increase / (decrease)
- $55,612,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eudaimonia Advisors LLC | SELF-DIRECTED INV. ADVIS | $90,869 | $0 |
| Raymond James Financial Inc | INVESTMENT ADVISOR | $69,645 | $0 |
| Empower Annuity Ins. Co. Of America | RECORD KEEPER | $55,245 | $0 |
| Rfg Advisory LLC | SELF-DIRECTED INV. ADVIS | $36,896 | $0 |
| Buckingham Strategic Partners | SELF-DIRECTED INV. ADVIS | $35,174 | $0 |
| Delta Asset Management LLC | SELF-DIRECTED INV. ADVIS | $30,228 | $0 |
| Soundpath Investment Advisors | SELF-DIRECTED INV. ADVIS | $21,591 | $0 |
| Bay Harbor Wealth Management | SELF-DIRECTED INV. ADVIS | $15,885 | $0 |
| Waddell & Associates LLC | SELF-DIRECTED INV. ADVIS | $11,093 | $0 |
| Envestnet Asset Management Inc | SELF-DIRECTED INV. ADVIS | $11,020 | $0 |
| Lmcg Investments LLC | SELF-DIRECTED INV. ADVIS | $10,482 | $0 |
| Axxcess Wealth Management LLC | SELF-DIRECTED INV. ADVIS | $9,607 | $0 |
| Howard Capital Mangaement Inc | SELF-DIRECTED INV. ADVIS | $9,175 | $0 |
| Cap Partners LLC | SELF-DIRECTED INV. ADVIS | $8,570 | $0 |
| Lbmc Investment Advisors LLC | SELF-DIRECTED INV. ADVIS | $6,869 | $0 |
| Patten & Patten Inc | SELF-DIRECTED INV. ADVIS | $6,558 | $0 |
| Capital Mgmt Services Inc. | SELF-DIRECTED INV. ADVIS | $6,109 | $0 |
| Charles Schwab & Co., Inc | INVESTMENT ADVISOR | $1,866 | $0 |
| Burleigh Consulting Group | THIRD PARTY ADMINISTRATO | $19 | $0 |