Plan5500

Baker Tilly Advisory Group Parent, Lp — Form 5500 plan (Baker Tilly Advisory Group Parent, Lp)

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 Tilly Advisory Group Parent, Lp is a benefit plan reported by Baker Tilly Advisory Group Parent, Lp under EIN 39-0859910 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,868 participants and $1,183,574,569 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker Tilly Advisory Group Parent, Lp
EIN
39-0859910
Plan number
002
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
9,868
End-of-year plan assets
$1,183,574,569

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,868H, C20250919093540NAL0002884803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,183,574,569
Total liabilities (EOY)
$26
Net assets (EOY)
$1,183,574,543
Net assets (BOY)
$945,921,435

Income & contributions

Employer contributions
$53,818,632
Participant contributions
$69,415,719
Total contributions
$135,304,650
Total income / additions
$320,682,861

Expenses & distributions

Benefits paid
$82,585,147
Administrative expenses
$381,644
Total expenses
$83,029,753
Net increase / (decrease)
$237,653,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$265,825$02023
Nfp Retirement IncADVISOR$118,747not reported in the loaded dataset2023

Related Form 5500 pages