2023 Form 5500 filing — Baker Tilly Advisory Group Parent, Lp Market Based Cash Balance 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 20251012150630NAL0000106563001) for Baker Tilly Advisory Group Parent, Lp Market Based Cash Balance Plan, reported by Baker Tilly Advisory Group Parent, Lp under EIN 39-0859910 and plan number 005. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35.2MReported net assets$35,171,589
Participants415
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20251012150630NAL0000106563001
- Plan sponsor
- Baker Tilly Advisory Group Parent, Lp
- EIN
- 39-0859910
- Plan number
- 005
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$35.2M total assets
Net assets$35.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,171,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,171,589
- Employer contributions
- $21,421,005
- Total income / additions
- $22,541,968
- Benefits paid
- $237,422
- Administrative expenses
- $0
- Total expenses
- $237,422
- Net increase / (decrease)
- $22,304,546