Baker Tilly Advisory Group Parent, Lp Market Based Cash Balance Plan — 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 Market Based Cash Balance Plan is a benefit plan reported by Baker Tilly Advisory Group Parent, Lp under EIN 39-0859910 and plan number 005. The latest loaded filing year is 2023. The filing reports 415 participants and $35,171,589 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.2MPlan net assets, end of year$35,171,589
Participants415Covered participants reported
Assets / participant$84.8KComputed: assets ÷ participants$84,751 (computed)
Provider compensationNone reported
- Plan sponsor
- Baker Tilly Advisory Group Parent, Lp
- EIN
- 39-0859910
- Plan number
- 005
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H | 20251012150630NAL0000106563001 |
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)$35.2M total assets
Net assets$35.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,171,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,171,589
- Net assets (BOY)
- $12,867,043
Income & contributions
- Employer contributions
- $21,421,005
- Total contributions
- $21,421,005
- Total income / additions
- $22,541,968
Expenses & distributions
- Benefits paid
- $237,422
- Administrative expenses
- $0
- Total expenses
- $237,422
- Net increase / (decrease)
- $22,304,546
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.