2023 Form 5500 filing — Baker Places 403(B) 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 20251028185305NAL0010377824001) for Baker Places 403(B) Plan, reported by Baker Places, Inc. under EIN 94-1694551 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.2MReported net assets$5,183,182
Participants287
Provider compensation$73K4 Schedule C row(s)$72,951
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251028185305NAL0010377824001
- Plan sponsor
- Baker Places, Inc.
- EIN
- 94-1694551
- Plan number
- 001
- Location
- San Francisco, CA
- 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)$5.2M total assets
Net assets$5.2MLiabilities$43.9K
Full reported line items
- Total assets (EOY)
- $5,227,082
- Total liabilities (EOY)
- $43,900
- Net assets (EOY)
- $5,183,182
- Employer contributions
- $187,563
- Participant contributions
- $226,877
- Total income / additions
- $1,087,684
- Benefits paid
- $638,861
- Administrative expenses
- $53,481
- Total expenses
- $692,342
- Net increase / (decrease)
- $395,342
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $46,978 | not reported in the loaded dataset |
| Pensionmark Financial Group | INVESTMENT ADVISORY | $19,470 | not reported in the loaded dataset |
| Peery & Associates, Inc. | RECORDKEEPER | $5,003 | not reported in the loaded dataset |
| National Benefit Services, LLC | RECORDKEEPER | $1,500 | not reported in the loaded dataset |