Laura Baker School Association 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Laura Baker School Association)
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, Laura Baker School Association 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Laura Baker School Association under EIN 41-1291483 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $1,599,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laura Baker School Association
- EIN
- 41-1291483
- Plan number
- 001
- Plan type
- 2
- Location
- Northfield, MN
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $1,599,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241002155604NAL0005000579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,599,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,599,801
- Net assets (BOY)
- $1,422,586
Income & contributions
- Employer contributions
- $32,130
- Participant contributions
- $171,218
- Total contributions
- $203,348
- Total income / additions
- $384,683
Expenses & distributions
- Benefits paid
- $190,680
- Administrative expenses
- $16,788
- Total expenses
- $207,468
- Net increase / (decrease)
- $177,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $13,067 | not reported in the loaded dataset | 2023 |