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 Services Retirement Plan And Trust is a benefit plan reported by Jackson Excavating & Leasing Company, Inc. Dba Baker Services Inc. under EIN 64-0599352 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $2,257,540 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,257,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,257,540
- Net assets (BOY)
- $2,313,650
Income & contributions
- Employer contributions
- $35,000
- Participant contributions
- $104,426
- Total contributions
- $139,426
- Total income / additions
- $415,819
Expenses & distributions
- Benefits paid
- $440,090
- Administrative expenses
- $31,839
- Total expenses
- $471,929
- Net increase / (decrease)
- -$56,110