2023 Form 5500 filing — Baker Tilly Advisory Group Parent, Lp
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 20250919093540NAL0002884803001) for Baker Tilly Advisory Group Parent, Lp, reported by Baker Tilly Advisory Group Parent, Lp under EIN 39-0859910 and plan number 002. It reports 9,868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250919093540NAL0002884803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Tilly Advisory Group Parent, Lp
- EIN
- 39-0859910
- Plan number
- 002
- Location
- Madison, WI
- Participants
- 9,868
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,183,574,569
- Total liabilities (EOY)
- $26
- Net assets (EOY)
- $1,183,574,543
- Employer contributions
- $53,818,632
- Participant contributions
- $69,415,719
- Total income / additions
- $320,682,861
- Benefits paid
- $82,585,147
- Administrative expenses
- $381,644
- Total expenses
- $83,029,753
- Net increase / (decrease)
- $237,653,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $265,825 | $0 |
| Nfp Retirement Inc | ADVISOR | $118,747 | not reported in the loaded dataset |