Plan5500

Baker & Taylor Retirement Savings Plan — Form 5500 plan (Baker & Taylor, LLC)

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 & Taylor Retirement Savings Plan is a benefit plan reported by Baker & Taylor, LLC under EIN 47-3179974 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,409 participants and $66,875,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker & Taylor, LLC
EIN
47-3179974
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
1,409
End-of-year plan assets
$66,875,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,409H, C20240910145158NAL0011842658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,875,680
Total liabilities (EOY)
$0
Net assets (EOY)
$66,875,680
Net assets (BOY)
$60,345,776

Income & contributions

Employer contributions
$1,309,316
Participant contributions
$2,630,913
Total contributions
$4,064,928
Total income / additions
$14,906,774

Expenses & distributions

Benefits paid
$8,308,245
Administrative expenses
$68,625
Total expenses
$8,376,870
Net increase / (decrease)
$6,529,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$35,341$02023
Rpa Financial LLCNONE$33,332not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages