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, Thorson Baker & Associates, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Thorson Baker & Associates, Inc. under EIN 34-1739418 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $22,596,135 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,596,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,596,135
- Net assets (BOY)
- $18,102,491
Income & contributions
- Employer contributions
- $459,069
- Participant contributions
- $878,016
- Total contributions
- $1,364,631
- Total income / additions
- $4,819,958
Expenses & distributions
- Benefits paid
- $309,579
- Administrative expenses
- $12,268
- Total expenses
- $326,314
- Net increase / (decrease)
- $4,493,644