Baker Companies 401(K) Plan — Form 5500 plan (Baker Companies Inc.)
Plain-English plan 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, Baker Companies 401(K) Plan is a benefit plan reported by Baker Companies Inc. under EIN 13-2551454 and plan number 001. The latest loaded filing year is 2023. The filing reports 91 participants and $12,997,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker Companies Inc.
- EIN
- 13-2551454
- Plan number
- 001
- Plan type
- 3
- Location
- New Canaan, CT
- Latest filing year
- 2023
- Participants
- 91
- End-of-year plan assets
- $12,997,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91 | H, C | 20240731154202NAL0014497747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,997,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,997,025
- Net assets (BOY)
- $11,325,166
Income & contributions
- Employer contributions
- $74,308
- Participant contributions
- $362,705
- Total contributions
- $481,579
- Total income / additions
- $2,726,551
Expenses & distributions
- Benefits paid
- $1,051,597
- Administrative expenses
- $3,095
- Total expenses
- $1,054,692
- Net increase / (decrease)
- $1,671,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $3,095 | $0 | 2023 |