Baker Barrios Architects, Inc. 401(K) Profit Sharing Plan And T — Form 5500 plan (Baker Barrios Architects, Inc.)
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 Barrios Architects, Inc. 401(K) Profit Sharing Plan And T is a benefit plan reported by Baker Barrios Architects, Inc. under EIN 59-3444163 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $8,075,478 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.1MPlan net assets, end of year$8,075,478
Participants167Covered participants reported
Assets / participant$48.4KComputed: assets ÷ participants$48,356 (computed)
Provider compensation$41.4K3 Schedule C provider row(s)$41,407
- Plan sponsor
- Baker Barrios Architects, Inc.
- EIN
- 59-3444163
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241009094729NAL0032351072001 |
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,075,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,075,478
- Net assets (BOY)
- $6,768,367
Income & contributions
- Employer contributions
- $75,959
- Participant contributions
- $842,417
- Total contributions
- $983,854
- Total income / additions
- $2,186,398
Expenses & distributions
- Benefits paid
- $837,879
- Administrative expenses
- $41,408
- Total expenses
- $879,287
- Net increase / (decrease)
- $1,307,111
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
92%
Employer 8%Participant 92%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $24,349 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $17,058 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |