2023 Form 5500 filing — Baker Commodities Supplemental Retirement Savings Plan And Trust
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 20241015213816NAL0015437859001) for Baker Commodities Supplemental Retirement Savings Plan And Trust, reported by Baker Commodities, Inc. under EIN 95-2137748 and plan number 003. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213816NAL0015437859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Commodities, Inc.
- EIN
- 95-2137748
- Plan number
- 003
- Location
- Vernon, CA
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,901,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,901,877
- Employer contributions
- $1,096,148
- Participant contributions
- $1,477,819
- Total income / additions
- $5,769,810
- Benefits paid
- $2,129,900
- Administrative expenses
- $135,166
- Total expenses
- $2,363,677
- Net increase / (decrease)
- $3,406,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $70,853 | $0 |
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $51,918 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,545 | not reported in the loaded dataset |