Baker & Hostetler Retirement Benefit Enhancement Plan — Form 5500 plan (Baker & Hostetler Llp)

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 & Hostetler Retirement Benefit Enhancement Plan is a benefit plan reported by Baker & Hostetler Llp under EIN 34-0082025 and plan number 007. The latest loaded filing year is 2023. The filing reports 205 participants and $20,728,978 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.7MPlan net assets, end of year$20,728,978
Participants205Covered participants reported
Assets / participant$101.1KComputed: assets ÷ participants$101,117 (computed)
Provider compensationNone reported
Plan sponsor
Baker & Hostetler Llp
EIN
34-0082025
Plan number
007
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    205 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.7M total assets
Net assets$20.7MLiabilities$0
Money in vs. money out
Total income / additions$9.6M
Total expenses$4.3M
Benefits paid / distributions$4.3M
Contributions
Employer$8.3M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$20,728,978
Total liabilities (EOY)
$0
Net assets (EOY)
$20,728,978
Net assets (BOY)
$13,721,427

Income & contributions

Employer contributions
$8,289,598
Total contributions
$8,289,598
Total income / additions
$9,574,167

Expenses & distributions

Benefits paid
$4,317,419
Administrative expenses
$0
Total expenses
$4,317,419
Net increase / (decrease)
$5,256,748
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages